Page 68 - TACC 2023 Program

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Blue Point Capital Partners is a private equity fi rm that partners with excep� onal entrepreneurs and management teams
to invest in niche, industry leading lower middle-market industrial, business services, consumer and value-added distribu� on
companies and help drive transforma� ve change. Blue Point has been inves� ng for more than two decades and completed nearly
150 investments with a total transac� on value of over $9 billion. Recent Recogni� ons
Fund History
Blue Point Capital Partners, L.P. | 2000 vintage | 20 pla� orms, 12 add-ons | fully realized
Blue Point Capital Partners II, L.P. | 2006 vintage | 16 pla� orms, 19 add-ons | fully realized
Blue Point Capital Partners III, L.P. | 2014 vintage | 12 pla� orms, 35 add-ons | 7 realized
Blue Point Capital Partners IV, L.P. | 2018 vintage | 13 pla� orms, 18 add-ons | 1 realized
Blue Point Capital Partners V, L.P. | 2022 vintage | 3 pla� orms, 2 add-ons
Why Blue Point?
– Strong partnerships with family- or entrepreneur-owned businesses to drive growth while respec� ng the owner’s legacy
– Transparent, effi cient and � mely transac� on process, conducted with the highest levels of integrity
– Strategic and economic resources of a global organiza� on, while remaining an approachable, regional fi rm
– Unique value crea� on capabili� es to support management teams and build value
Investment Criteria Blue Point Toolkit
Revenue Geography
$30MM - $300MM – United States Global Supply Chain
EBITDA – Canada – Supply chain strategy, effi ciency and cost exper� se
$7MM - $50MM Transac� on Types – Support revenue growth, product
(No minimum for add-on acquisi� ons) – Family-Owned & Closely Held development and sourcing ini� a� ves
Equity Capital – Buyout & Recapitaliza� ons Data & Digital
$40MM - $150MM – Buy & Build – Pricing op� miza� on
Sector Focus – Inventory management
Industrial Business Services – Digital marke� ng and e-commerce
– Aerospace & Defense – Digital Services – Customer and product analy� cs
– Auto A� ermarket – Environmental Services Human Capital
– Chemicals – Facility & Commercial Services – Human capital strategy and planning
– Engineered Products – Industrial & MRO Services – Talent acquisi� on, assessment and management
– Industrial Technology – Infrastructure & U� lity Services – Culture and employee engagement
– Niche Manufacturing – Residen� al Services – Diversity, equity and inclusion
– Packaging – Specialty Consul� ng
Consumer – Transporta� on & Logis� cs M&A (55 add-ons across ac� ve funds)
– Apparel & Footwear Value-Added Distribu� on – Geographic or customer expansion
– Consumer Products – Consumer – Complementary and new product off erings
– E-commerce – Healthcare – Cost synergies and scale
– Food & Beverage – Industrial Opera� ng Execu� ve Group (OEG)
– Outdoor & Enthusiast Products
– Personal Care & Wellness – Diverse network of industry and func� onal experts
– Pet – Work closely with por� olio management teams
Investment Team & Resources
Cleveland Charlo� e Sea� le Dallas

Chip Chaikin John LeMay Sean Ward Juli Marley Brian Castleberry Dennis Wu Megan Kneipp
Partner Partner Partner Partner Partner Managing Director Managing Director,
Bus. Development
Charley Geiger Jonathan Pressnell Jeff Robich Alex Weinstein Keith Durante Zoe Schackel Shanghai
Partner Partner Partner Vice President Senior Associate Senior Associate,
Business Development
Julie Stacey Rick Soukup Evan Co� ngton Taryn Boose Rachel Glenn Jackie Zhang
Head of Talent Principal Principal Associate Associate Vice President
Lance Cur� s Bobby Exler John Broussard Anesu Chinoda
Senior Associate Senior Associate Associate Analyst