Page 77 - TACC 2025 Program

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Chimney Rock Equity Partners is a Texas-based private equity firm focused on growth-oriented control
investments in the North American lower middle market industrials sector. We focus on three core verticals
where we have a decades-long history of investing experience: Aerospace & Defense, Industrial Products &
Services, and Niche Products & Services.

We look for investment opportunities where we have a defined, thematic focus and there is an opportunity to
utilize a repeatable Game Plan for value creation throughout the life of the investment. We leverage our deep
network within the industrials sector to partner with teams and build companies that are fundamentally stronger
than when we initially invested.

D Deeddiiccaatteedd SSeeccttoorr FFooccuuss

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& & DDeeffeennssee & & SSeerrvviicceess & & SSeerrvviicceess

T Taarrggeett IInnvveessttmmeenntt AAttttrriibbuutteess
F Fiirrsstt AAccttiivvee CCaappiittaall $ $55MM –– $$2255MM EEBBIITTDDAA E Eqquuiittyy IInnvveessttmmeennttss C Coonnttrrooll BBuuyyoouutt B Buuyy--aanndd--BBuuiilldd
In Stable, Growing o off $$2255MM –– $$7755MM
Companies Platform Investment Size Investments Organic Growth and M&A

D Deeeepp SSeeccttoorr EExxppeerrttiissee
Our team brings extensive experience from our prior firms and has a focus on identifying, acquiring, and growing businesses
within the industrials space. We leverage our extensive industry knowledge and contacts to source, evaluate, and drive
value across each of our investment verticals.

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I Inndduussttrryy FFooccuuss S Siizzee CChhaarraacctteerriissttiiccss O Owwnneerrsshhiipp SSttrruuccttuurreess
▪ Aerospace & Defense ▪ Equity investment: $25-$75 million ▪ Family-owned businesses
▪ Industrial Products & Services ▪ Platform EBITDA: $5-$25 million ▪ Corporate carve-outs
▪ Niche Products & Services ▪ Add-ons of any size ▪ Going-private
▪ Independent sponsor-backed
B Buussiinneessss MMooddeellss I Innvveessttmmeenntt SSttrraatteeggyy ▪ Sponsor-to-sponsor
▪ OEM and Aftermarket ▪ Modest leverage
▪ Manufacturing ▪ EBITDA growth through organic
▪ Distribution initiatives and strategic acquisitions
▪ Services and Rental ▪ Investments in people, processes
and systems

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D Doommaaiinn M Maaccrroo o onn tthhee P Poorrttffoolliioo C Coorrppoorraattee L Laassttiinngg
E Exxppeerriieennccee I Inndduussttrryy TTrreennddss G Gaammee PPllaann C Coommppaanniieess S Stteewwaarrddsshhiipp V Vaalluuee

C Coonnttaacctt IInnffoorrmmaattiioonn
512-553-5700 | [email protected] | 13301 Galleria Circle, Suite 220 Austin, TX 78738
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