Page 122 - TACC 2023 Program

Palladium Equity Partners is a middle market private equity firm founded in
1997. We seek to invest in and grow companies in partnership with founders
and experienced management teams by providing capital, strategic
guidance and operational oversight.

PALLADIUM EQUITY PARTNERS HAS:
OVER $ ASSETSUNDER ADD-ON PLATFORM AVG.ADD-ONS
3B MANAGEMENT 153ACQUISITIONS 38 INVESTMENTS 4 PERPORTFOLIO CO.
1

THE HERITAGE STRATEGY TARGETS LOWER MIDDLE MARKET TRANSACTIONS
IN THE BUSINESS-TO-BUSINESS AND INDUSTRIAL SECTORS

HERITAGE STRATEGY TARGET INVESTMENT CRITERIA

KEY SECTORS: Business-to-Business and Industrial.
TARGET COMPANY SIZE: $3 - $12M in EBITDA (no minimum for add-ons).

GEOGRAPHIC FOCUS: North America-focused headquarters or significant operations.

INVESTMENT SIZE: $10 - $50M of majority initial equity or significantminority.

TRANSACTION TYPES / STAGE: Entrepreneur-backed growth / transitions, management
buyouts and corporate divestitures. Comfortable and experienced with complexity.

HERITAGE STRATEGY INVESTMENT THEMES - B2B AND INDUSTRIAL

PRODUCTS SERVICES

• Component / NicheManufacturing • Transportation / LogisticsServices
• Test & Inspection Equipment • Infrastructure Maintenance
• Pump / Valve / FlowControl • Specialty Industrial Services
• B2B / OEM Sporting Goods • Compliance / BusinessProcessing
• Food / Ag Chemicals &Ingredients • Training
• Food / Ag Equipment orPackaging • Value Added Distributors
• Transportation Components • Test and Inspection Services

FOR ALL RELEVANT OPPORTUNITIES, PLEASE CONTACT:
PALLADIUM HERITAGE TEAM • Ed Moss, Managing Director, Palladium Heritage: (310) 704-7230,[email protected]
• Lamar Horne, Managing Director, Palladium Heritage: (412) 401-9858, [email protected]
1270 Avenue of the Americas • David MacDonald, Principal, Palladium Heritage: (484) 639-3897,[email protected]
New York, NY 10020, 31st fl. • Meahgan O’Grady, Director, Business Development: (804) 938-1324,[email protected]
www.palladiumequity.com • Kate Lehman, Partner, Palladium Heritage: (917) 750-8707,[email protected]