Page 102 - TACC 2023 Program

A Private Equity Firm Focused on Middle Market Companies
Striving To Achieve Their Full Potential

❖ With ~$1.4 billion of capital under management, Insight Equity has a history of making control equity investments
in strategically viable, asset-intensive companies across a wide variety of industries

❖ Experienced principals have acquired and managed businesses with over $4B in aggregate revenue since 2000

❖ Collaborative approach with owners and management teams to drive value and jointly solve difficult operational
problems

❖ History of investing in complex and challenging situations

❖ Ability to bring multiple components of the capital structure through Insight Equity’s complementary equity and debt funds

Target Platform Investment Criteria Target Sectors

❖ North American headquartered businesses ❖ Aerospace & Government
with $50M - $1B in revenue
❖ Building Materials

❖ Companies with strategic viability and ❖ Energy Services (Renewable Focus)
sustainable competitiveness
❖ Electronic Services & Lifecycle Management
❖ Companies that are experiencing challenging growth plans
or some degree of underperformance ❖ Food & Beverage

❖ Invest $25M - $100M of equity per opportunity ❖ Infrastructure Services

❖ Medical Components & Hardware

❖ History investing in complex and ❖ Transportation
special situations where speed is a priority
Note: Insight Equity does not invest in real estate, retail, restaurants or oil and gas exploration businesses
Insight Equity’s Operational Approach

❖ Seek to create strong cash returns to investors through full potential value creation
- Restructure, re-energize and grow businesses to provide exceptional cash returns
- Create value through operational improvements rather than excessive financial leverage
- Ability to execute on difficult operational turnarounds and business complexities

❖ Focus on asset-intensive, middle market companies striving to achieve their full potential
- Opportunities include companies with cash flow volatility, operational challenges, and the potential
for significant upside improvement
- Experienced with unique situations including corporate carve-outs, public-to-private transactions, recapitalizations,
family generated transfers, restructurings, asset sales, bankruptcies, and transformational industry change

❖ Manage implementation and support company management
- Support management teams with broad and deep value-creation approach
- Collaborate with management to chart and implement optimal strategies and operational tactics to maximize long term value
- Insight Equity generally does not charge management or monitoring fees from its portfolio companies

❖ Invest our own capital alongside investors’ to closely align interests
- Collectively, the individuals at Insight Equity are among the largest investors in our funds. This helps ensure that our
commitment to our investments will never waver

CORPORATE HEADQUARTERS - TEXAS ❖ 1400 CIVIC PLACE, SUITE 250, SOUTHLAKE, TEXAS 76092 ❖ 817.488.7775 PHONE
NEW YORK OFFICE ❖ 400 MADISON AVENUE, 15TH FLOOR, NEW YORK, NEW YORK 10017 ❖ 212.201.7899 PHONE
WWW.INSIGHTEQUITY.COM