Page 116 - TACC 2023 Program

Experienced Partner

Providing Flexible Capital

LONG-TERM SUCCESSFUL FLEXIBLE CAPITAL
TRACK RECORD

Merit Capital Partners, headquartered in Chicago, has raised and managed Investment Profile
$2.8 billion of capital since 1993. Merit is comfortable“sponsoring”
transactions,handling the entire investment process and supplying all
necessary capital. We arealso excited to workalongside independent sponsors TRANSACTIONS Management Buyouts,Majorityand
to support investments in partnership withthese groups. Minority Recapitalizations, Acquisition
Financings,ShareholderLiquidityEvents,
When to Think of Merit Capital Partners GrowthFinancings,and ESOPs
INVESTMENT SIZE Atleast $15million
RECAPITALIZATIONS (MAJORITYAND MINORITY)
INDUSTRIES Business services, manufacturing,
distribution, and logistics
GROWTH/ACQUISITION FINANCINGS
COMPANY SIZE EBITDAofatleast $4 million,no minimum for
INDEPENDENT SPONSOR
add-ons
SHAREHOLDER LIQUIDITY &FAMILYTRANSITION
CHARACTERISTICS Experiencedmanagement,strong cash
flow, established industry, growing market
MANAGEMENT BUYOUTS share

Merit Capital Partners STRUCTURE Combination ofmajority/minorityequity and
subordinateddebt
Armando Avila Brian Heck Sean Stanley INVOLVEMENT Serveas board-leveladvisors ratherthan
Thomas Campion Daniel Pansing Marc Walfish day-to-day managers
John Darguzas Joe Polaneczky Ben Yarbrough
Evan Gallinson Lisa Portanova NOT CONSIDERED Start-ups,turnarounds,realestate
financings,specialty retailers,oiland gas
Lauren Hamlin Terry Shipp opportunities

303 West Madison Street Tel: 312/592-6111
Suite 2100 meritcapital.com
Chicago, Illinois 60606