Page 95 - TACC 2025 Program

Experienced Partner

Providing Flexible Capital

LONG-TERM SUCCESSFUL FLEXIBLE CAPITAL
TRACK RECORD

Merit Capital Partners, headquartered in Chicago, has managed Investment Profile
approximately $2.5 billion of capital since its inception in 1993. Merit
partners with founders, management teams, owners and independent TRANSACTIONS Management Buyouts,Majorityand
sponsors, handling the entire investment process and providing all the Minority Recapitalizations, Acquisition
necessary capital for its transactions. Financings,ShareholderLiquidityEvents,
GrowthFinancings,and ESOPs
When to Think of Merit Capital Partners
INVESTMENT SIZE Atleast $20million
INDEPENDENT SPONSORS-LED INVESTMENTS
INDUSTRIES Manufacturing,distribution,logistics and
service businesses
RECAPITALIZATIONS (MAJORITYAND MINORITY)
COMPANY SIZE EBITDAofatleast $4 million,no minimum for
GROWTH/ACQUISITION FINANCINGS
add-ons
SHAREHOLDER LIQUIDITY &FAMILYTRANSITIONS
CHARACTERISTICS Experiencedmanagement,strong cash
flow, established industry, growing market
MANAGEMENT BUYOUTS share

Investment Team: STRUCTURE Combination ofmajority/minorityequity and
subordinateddebt
Thomas Campion Alec Hutcherson Sean Stanley
INVOLVEMENT Serveas board-leveladvisors ratherthan
John Darguzas Jack McKerr Marc Walfish day-to-day managers
Bill Floyd Daniel Pansing Ben Yarbrough
NOT CONSIDERED Start-ups,turnarounds,realestate
Evan Gallinson Joe Polaneczky financings,specialty retailers,oiland gas
Brian Heck Terry Shipp opportunities

191 N. Wacker Drive Tel: 312/592-6111
Suite 1100 meritcapital.com
Chicago, Illinois 60606