Page 168 - TACC 2023 Program

About Speyside Equity
About Speyside Equity
Speyside Equity brings an operationally intensive approach to investing in manufacturing and distribution businesses with a value‐
Speyside Equity brings an operationally intensive approach to investing in manufacturing and distribution businesses with a value‐
added component. We prefer situations where there are opportunities to focus on transformational improvement opportunities
added component. We prefer situations where there are opportunities to focus on transformational improvement opportunities
that result in sustainable EBITDA margin expansion and long‐term value creation.
that result in sustainable EBITDA margin expansion and long‐term value creation.
Investment Approach Investment Structure
Investment Approach Investment Structure
Financial Attributes Size
Financial Attributes Size
 Revenue: Up to $500 million  Equity Investment: Up to $40 million
 Revenue: Up to $500 million  Equity Investment: Up to $40 million
 Creative Structuring Solutions  With Co‐Invest: Up to $100 million
 Creative Structuring Solutions  With Co‐Invest: Up to $100 million
 Add‐on acquisitions of any size
Business Profile  Add‐on acquisitions of any size
Business Profile
 HQ in North America or Western Europe Structure
 HQ in North America or Western Europe Structure
 Defensible Market Position  Control Equity Investments
 Defensible Market Position  Control Equity Investments
Mature Industries: performance materials,

 Mature Industries: performance materials, Investment Themes
building products, food ingredients, metals,
building products, food ingredients, metals, Investment Themes
plastics, chemicals and other related sectors
Corporate Carve‐Outs

Consolidation Platforms
Operational Improvement Opportunity

 plastics, chemicals and other related sectors  Corporate Carve‐Outs
 Operational Improvement Opportunity  Consolidation Platforms
 Unsustainable Legacy Costs  Family Succession Solutions
 Unsustainable Legacy Costs  Family Succession Solutions
 Asset Rich / Inefficient Use of Assets  Management and Financial Sponsor Buyouts
 Asset Rich / Inefficient Use of Assets  Management and Financial Sponsor Buyouts
 Special Situations
 Special Situations
Select Investments
Select Investments
Industry/End Market Western’s Plastics Products Group is a niche,
technical manufacturer of large blow‐molded OEM
Kansas Industry/End Market Western’s Plastics Products Group is a niche,
Plastics –
Kansas Commercial & technical manufacturer of large blow‐molded OEM
Plastics –
and consumer packaged products with diverse
Consumer
product capabilities and complete supply chain
westernind.com Commercial & and consumer packaged products with diverse
westernind.com Consumer product capabilities and complete supply chain
management services.
management services.
Engages in the acquisition, production, and sale of
Ontario and Germany Engages in the acquisition, production, and sale of
Ontario and Germany chemical additives for hot metal desulphurization
chemical additives for hot metal desulphurization
optaminerals.com Performance and steel refining and offers cored wire for secondary
Performance
and steel refining and offers cored wire for secondary
optaminerals.com Materials metallurgy and powder and granules for
skw‐steel.com
Materials
metallurgy and powder and granules for
skw‐steel.com desulfurization.
desulfurization.
Pennsylvania and California Processes fruits and produces sweet ingredients for
Pennsylvania and California Food – Consumer Processes fruits and produces sweet ingredients for
refrigerated dairy, frozen dessert, bakery, beverage,
Golden West sweetovations.com Food – Consumer refrigerated dairy, frozen dessert, bakery, beverage,
and foodservice products.
Golden West sweetovations.com and foodservice products.
British Columbia
British Columbia Building Products – Distributor, manufacturer and installer of hardware,
Building Products – Distributor, manufacturer and installer of hardware,
hollow‐metal and wood doors/frames, construction
Construction
specialty products, and finishing hardware in Canada.
accesssmt.com Construction hollow‐metal and wood doors/frames, construction
specialty products, and finishing hardware in Canada.
accesssmt.com
Indiana Manufacturer of complex machined grey iron
Indiana Foundry – Industrial Manufacturer of complex machined grey iron
castings for the industrial, HVAC, agricultural, marine
daltoncorporation.com Foundry – Industrial castings for the industrial, HVAC, agricultural, marine
and construction markets.
daltoncorporation.com and construction markets.
Germany Produces and markets peroxide based initiators and
Germany Chemicals Produces and markets peroxide based initiators and
specialty chemicals for the polymer market in
Germany and internationally.
united‐initiators.com Chemicals specialty chemicals for the polymer market in
united‐initiators.com Germany and internationally.
Designs, engineers, and produces large, complex,
Michigan Designs, engineers, and produces large, complex,
Michigan precision machined components and subassemblies
Metals – Industrial precision machined components and subassemblies
for heavy industrial equipment manufacturers in
avonmachining.com Metals – Industrial for heavy industrial equipment manufacturers in
avonmachining.com North America and beyond.
North America and beyond.
24 Frank Lloyd Wright Drive, Suite H3225, Ann Arbor, MI 48105
24 Frank Lloyd Wright Drive, Suite H3225, Ann Arbor, MI 48105
[email protected] I 616‐502‐7731 I www.speysideequityllc.com
[email protected] I 616‐502‐7731 I www.speysideequityllc.com