Page 115 - TACC 2023 Program

Investment Focus

Our investment focus has not changed since our founding — we grow businesses in
partnership with management teams pursuing a variety of strategies for creating long-
term value. We partner with companies having growth potential, established profi tability
and proven management who retain operating control and signifi cant ownership.

Transacঞ on characterisঞ cs Company

• Equity investments of $20 million - $75 million • Annual revenue of at least $10 million
• Majority or minority positions • Demonstrated profi tability
• Growth equity investments, management buyouts • Proven business models, an established customer base
and recapitalizations and market share
• Management-friendly capital, typically holding • Scalable businesses with a preference for recurring
common equity alongside management revenue
People

• Established management teams with a demonstrated
track record for growth and profi tability
Omaha Offi ce • Managers with a signifi cant ownership position in the
McCarthy Capital company, representing most of their fi nancial net worth
1601 Dodge Street, Suite 3800
Omaha, NE 68102 Products/Services
402.932.8600
• Products and/or services that are branded or diff erenti-
ated
• Products and/or services that generate consistent oper-
Boston Offi ce ating earnings
McCarthy Capital Markets
100 Worcester Street, Suite 201
Wellesley, MA 02481 • Markets with favorable growth prospects — either
617.330.9700 through participation in growing industries, market

share expansion, industry consolidation or innovative
business strategies
Not pursuing investments in the following:

mccarthycapital.com • Transactions where management does not desire to
retain meaningful ownership
• Broad auction processes

McCarthy Partners Management, LLC is a registered investment advisor that conducts business as McCarthy Capital.