Page 173 - TACC 2023 Program

TAMARIX CAPITAL PARTNERS

Flexible Capital Solutions for the Lower Middle Market

Tamarix Capital Partners (“TCP”) is a provider of capital to lower middle market companies across the U.S.
TCP is part of the Tamarix platform, which was founded in 1993, and is managed by seasoned investment professionals that
have cumulatively invested over $3.5 billion.

• Unitranche Debt • Debt with Warrants
Types of • Second Lien Debt • Debt with Preferred Equity
Securities
• Subordinated / Mezzanine Debt • Debt with Common Equity

• Refinancings / Recapitalizations • Growth Capital
Transaction • Management & Leverage Buyouts • Non-Sponsored Transactions
Types • Acquisition Financings • Independent Sponsor Transactions
• Shareholder Liquidity Events • Private Equity Backed Transactions

• U.S.-based businesses with EBITDA of • Scalable business models that benefit from
$2.5 – $15 million operating leverage
Investment • Experienced management teams • Clear market leaders that demonstrate a
Criteria
• Proven historical performance and positive sustainable competitive advantage
free cash flow • High barriers to entry

• Business Services • Transportation & Logistics
Industry • Industrial & Niche Manufacturing • Value-Added Distribution
Focus
• Consumer Products & Services • Technology/Software & Software-as-a-Service

Typical • Borrower Size: EBITDA of $2.5 – $15 million; Revenue of $10 - $100 million
Transaction • Investment Size: $5 - $35 million, with the ability to increase amount through LP co-invest

• Flexible investment mandate with ability to • Partner with management and ownership
Differentiation invest across the entire capital structure • Long-term and patient capital
• Creative approach to solving capital needs • One-stop solution

Holbrook Forusz Douglas Lancey, CFA
Managing Director Managing Director
(646) 306-1061 (631) 838-6957
[email protected] [email protected]

Headquarters | 445 Park Avenue, 17 th Floor | New York, NY 10022 WWW.TAMARIXCAPITAL.COM/CREDIT
This is intended for potential portfolio companies only and is neither an offer to sell nor a solicitation of any offer to buy any securities, investment product or investment advisory services. This is not an
offering or the solicitation of an offer to purchase an interest in a fund. The information provided herein is used for illustrative and discussion purposes only. Final transaction terms may vary.