Page 75 - TACC 2025 Program

THE CAPSTREET GROUP
At a Glance

Overview

The CapStreet Group is a lower middle market private equity firm based in Houston, Texas focused on partnering
with management teams seeking the next stage of growth. We’re thesis-driven investors who identify, research,
and become educated in the areas in which we invest, deploying resources quickly with the objective of driving
®
meaningful business transformation through our team and Capvalue Framewo rk .

50+ 30+ Investment Criteria

•
Platform Investments Years Experience
$3 to $15 million of EBITDA
• Preference for majority/control
200+ $500M • investments
Sellers reinvest alongside Capstreet
• Ability to apply the Capvalue Framework
Add-On Acquisitions Fund V

Areas of Focus Investment Team

Neil Kallmeyer, Managing Partner
Paul De Lisi,
• Unique and compelling Partner
Adrian Guerra,
business models Partner
Software • Outsourced business processes Kevin Johnson, Partner
Mary Anne Capo,
• Opportunities to accelerate CFO/CCO
Dustin Hollas,
organic growth Principal, Business Development
Chas Richard,
• Ability to enhance or deploy Principal
Brian Hopkin,
technology Vice President
Landon Weis,
• Vice Preside nt
Tech- Strategic M&A opportunities
expected to create scale and Arti Patel, Seni or Associ ate
Enabled expand profitability Marc Lerma,
Services • Opportunity for high levels Max Waller, Associ ate
Annie Curley, Associ ate, Busi ness Development
of customer retention Associ ate

Capvalue
• Value-add capabilities include
Industrial fabrication, technical sales, Operating Team
Products and assembly, and logistics Rick Pleczko,
Services • Opportunities for industry Alyssa Fox, CEO, Operating Executive Group

Cathy Francis, Chief Revenue Officer
consolidation SVP, Marketing
• Kirk Harrell,
Recurring revenue driven by Chief Talent Officer
Walker Kahle,
m aintenance and repair activity COO, Operating Executive Group
Wayne Washburn,
• Chi ef Technology Offi cer
Provide key services and
Anja Timmerman,
related products SVP, In tegratio n & P rogram
Management
The CapSt r eet Gr oup ( " Capst r eet " ) was f or mer l y known as Summi t Capi t al I nc. , f or med i n 1 990; and Summi t Capi t al Gr oup, LLC,
f ounded i n 1 997. Summi t Capi t al Gr oup, LLC change d i t s name t o The CapSt r eet Gr oup i n 2002.
1001 Louisiana, Suite 3200, Houston, Texas 77002 | Tel: (713) 332-2700 | Fax: (713) 332-2701 | www.capstreet.com