Page 161 - TACC 2023 Program

Winter 2024

Investment Size
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Current Fund Size
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FACT SHEET Investments Made
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Founded in 1994, with offices in Boston, MA and San Francisco, CA, Seacoast Capital invests
non-controlling growth capital in partnership with management in lower middle market
companies. Seacoast is industry agnostic and typically invests $5MM to $30MM+ of capital in
companies with $10MM+ of revenue and $2MM+ of EBITDA. Our capital is generally used to Investment Professionals
support any combination of growth, recapitalizations, acquisitions, management buyouts,
shareholder repurchases and dividend recapitalizations. Since inception, Seacoast has Thomas W. Gorman, Founding Partner
managed over $1B of capital. Now investing our fifth fund, we continue to actively seek new [email protected]
(617) 901-5062
investment opportunities.
Jeffrey J. Holland, Founding Partner
[email protected]
(415) 971-1325

James T. Donelan, Partner
Direct investor of non-control capital in Backers of family offices and funded or
1 private companies, allowing owners 2 independent sponsors, primarily in [email protected]
(617) 816-9375
and their management teams to retain situations where incumbent
a controlling interest in their business management is rolling or buying Patrick T. Gengoux, Partner
while receiving the strategic capital significant equity in the transaction [email protected]
they need to succeed
(805) 451-4236
Alan M. Rich, Partner
[email protected]
(978) 204-2647
S E AC O AS T C AP I T AL P RO FI L E
David M. Romagnoli, Partner
[email protected]
Investment Criteria Investment Terms (978) 880-0952
• $10MM+ revenue/$2MM+ EBITDA • $5MM-$30MM+ investments
• Continuing, incentivized management • 5-7 year hold period Thomas R. Ley, Principal
• Niche market leader • Preferred Equity [email protected]
• Stable and growing cash flows • Common Equity (650) 745-6694

• Meaningful operating history • Subordinated Debt with Warrants Victoria Yee, Associate
• Reasonable senior leverage [email protected]
(628) 399-0252

Industry Experience Transaction Types
• Specialty Manufacturing • Growth Capital
• Value-Added Distribution • Balance Sheet Recapitalizations
• Commercial & Consumer Services • Acquisition Financings
• Environmental Services • Management Buyouts
• Logistics & Infrastructure Services • Shareholder Repurchases
• Health & Wellness • Dividend Recapitalizations
• Consumer • Select Sponsored Transactions

55 Ferncroft Road, Suite 110, Danvers, MA 01923 | (978) 750-1300 235 Montgomery Street, Suite 880, San Francisco, CA 94104 | (415) 956-1400
www.seacoastcapital.com