Page 75 - TACC 2023 Program

$7 MILLION - $50 MILLION
JUNIOR CAPITAL SOLUTIONS

Business owners have goals. Our flexible junior debt and
minority equity capital solutions help to achieve them.
COMPANY
CHARACTERISTICS USE OF FUNDS

• $15 million – $250 million Shareholder Liquidity
annual revenue

• Positive cash flow, 5HFDSLWDOL]DWLRQV 5H²QDQFLQJV
preferably over $3 million

• Diverse customer base 0DQDJHPHQW /HYHUDJHG %X\RXWV

• Experienced management
team with meaningful Growth Capital
ownership positions

• Strong, defensible Acquisition FinanciQJ
market position

• Asset-light industries
with favorable dynamics STRUCTURES

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of Experience

Traditional Subordinated Debt
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-LP 8SFKXUFK Michael Kane *UHJ +RZRUWK Alisa Frederick *DYLQ %DWHV Rick Shuart
President & CEO 0DQDJLQJ 'LUHFWRU 0DQDJLQJ 'LUHFWRU 0DQDJLQJ 'LUHFWRU 0DQDJLQJ 'LUHFWRU 0DQDJLQJ 'LUHFWRU
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.HYLQ *UHHQHU 'RQ -DPLHVRQ Kate McDonald 'DYLG 5D\JR]D Eric Wauthy
Principal Vice President Senior Associate Senior Associate CFO
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Creative. Flexible. 100% Custom-Fit.