Page 135 - TACC 2023 Program

LFM Capital Ryan Richardson
1312 Third Avenue North Senior Associate
Nashville, Tennessee 37208
(707) 738-4255
Lincoln International at a Glance lfmcapital.com [email protected]

GLOBALLY CONNECTED EXPERTISE & EXPERIENCE Operators. Engineers. Partners.

20+ offices in 15 major economies Complementary suite of advisory services to
support client needs:
39% of M&A transactions were cross-border About LFM Capital LFM Senior Team
• Mergers & Acquisitions
Best-in-class global financial sponsor coverage
• Private Funds Advisory We are a Nashville-based private equity firm founded by Steve Cook, Executive Managing Director
• Capital Advisory operators and engineers. We invest in manufacturing • Principal, TVV Capital
WHERE TALENT THRIVES • Valuations & Opinions companies in the U.S. and Canada. • COO, MFG.com
• Southeastern Regional Senior Director, Dell
From 22 employees 20 years ago to 850+ today Coverage for key industries driving the We are driven by a passion for invigorating the • Lieutenant, U.S. Navy
• B.S. Electrical Engineering, US Naval Academy
economy: • M.S. Electrical Engr. and Computer Science, MIT
Industry recognition including Best Place to Work, Top manufacturing sector in North America. Our vision is to • MBA, MIT Sloan School of Management
Women in Finance, Best M&A Advisor Mid-Market, Mid- • Business Services grow successful manufacturing businesses that leave a
Market Investment Bank of the Year • Consumer lasting legacy. Dan Shockley, Managing Director
• Energy, Power & Infrastructure Investment Focus • General Manager, Ditch Witch
• Financial Institutions • General Manager, Caterpillar
• Facility Manager, Caterpillar
FOCUSED ON CLIENT SUCCESS • Healthcare Financial Profile • B.S. Metallurgical Engineering, University of
Missouri Rolla
From 23 transactions completed in 2001 to 355+ in 2022 – • Industrials • M.S. Mechanical Engineering, MIT
more than 2,200 completed over past 10 years • Technology, Media & Telecom Fund Size: $307 million • MBA, MIT Sloan School of Management
#1 advisor on global PE exits <$500m over past 10 years Type: Lead or control investments Chris Lin, Managing Director
• Case Team Leader, Bain & Company
330+ capital raise assignments since 2015 Transaction: Management Buyout, Corporate • B.S. Biomedical Computation, Stanford
Carve-out, Strategic Add-ons • M.S. Electrical Engr. and Computer Science, MIT
15,000+ portfolio company valuations annually • MBA, MIT Sloan School of Management
Company Size: $3 to $15 million EBITDA
Sector: North American manufacturing
CONNECT WITH US and industrial services Jessica Ginsberg, Managing Director
Scott Hebbeler Sherman Guillema Allison Marvel Our Approach • Portfolio Management Officer, Bank of America
• Vice President, Essex Investment Management
Managing Director | Chicago Managing Director | Dallas Director | Chicago • Associate, Pamlico Capital
[email protected] [email protected] [email protected] We have a highly flexible model. • Analyst, Leveraged Finance, Bank of America
• BSBA, Georgetown University
• We are excited to partner with current owners and
RECENT DFW TRANSACTIONS management teams. We also partner with owners
looking to make a transition and work together to Conner Harris, Managing Director
help identify the next leader. • Vice President, The Riverside Company
• Vice President, BDCA
We are an active partner, but we don’t micromanage. • Analyst, BlackArch Partners
• Mechanical Engineer, Westinghouse Nuclear
• We are on-call to support management teams • B.S. Mechanical Engineering, North Carolina
with operational expertise but give them autonomy State University
to run their businesses. We work hard to preserve
legacy, focus on company culture, and empower Ken Hoefling, Operating Partner**
employees to develop and grow. • Vice President, Caterpillar
• General Manager, Caterpillar
We believe manufacturing transcends the shop floor. • Product Manager, Engineering Manager, various
engineering positions, Caterpillar
• Sales, marketing, product development, supply • BS, Iowa State University
chain, distribution, and manufacturing are all • Caterpillar Executive MBA, Stanford University
critical to success. We work alongside companies
to identify their growth levers – and then work as a
team to decide which to pull and how hard. **Operating Partners are employees of LFM, but the Firm is reimbursed by the
Real Connection. True Perspective. www.lincolninternational.com portfolio companies where they dedicate time.