Page 106 - TACC 2023 Program

FIRST INSTITUTIONAL
‘FIRST INSTITUTIONAL’
EQUITY PARTNERS
EQUITY PARTNERS

ACCELERATION CAPITAL FOR ESTABLISHED, HIGH-GROWTH COMPANIES WITH

NO PRIOR INSTITUTIONAL INVESTMENT

Investment Size: Lateral structures growth investments that fit
$10-$50MM the needs of business owners.
Our Focus is on Companies With: MORE than just capital, a collaborative
partnership, experience and support
$10MM+ REVENUE
$2MM+ EBITDA LESS dilution and control restrictions than a
25%+ GROWTH RATE conventional leveraged buyout

Minority or Majority Equity Investments WITH a high-touch value added, partnership
approach

Focus on Innovative Leaders in High-Growth Markets

Technology - Business Services - Manufacturing - Infrastructure

SUCCESSFUL PARTNERSHIPS: REPRESENTATIVE PORTFOLIO COMPANIES 1

CONTACT US

LATERAL INVESTMENT MANAGEMENT RICHARD DE SILVA STUART BARDEN
400 S El Camino Real, Suite 1100 Managing Partner Managing Director
San Mateo, CA 94402 [email protected] [email protected]
CASEY LONG MATTHEW CHANDLER
(650) 396-2200 Principal Vice President
www.lateralim.com [email protected] [email protected]

Lateral Investment Management, LLC (“Lateral”) is an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training. This communication is not an
offer to sell or a solicitation of an offer to buy any securities. More information about Lateral can be found in its Form ADV Part 2, which is available upon request. For potential investors,
interests are offered to selected investors only by means of a complete offering memorandum, which contains significant additional information about the terms and risks of an
investment in one of Lateral’s funds and shall supersede the information contained herein in its entirety. The information contained in this document and any attachments hereto
is proprietary and confidential and is provided to selected “financially sophisticated” parties (including potential investors) solely for the purpose of learning about or evaluating an
investment in one of Lateral’s (current) above-referenced funds or portfolio entities. This information is not to be shared, distributed or otherwise used for any other purpose or by any
other individual, organization, company, or business entity without the prior written consent of Lateral. This message is for informational purposes and all information contained herein
is subject to revisions and completion.