Page 125 - TACC 2023 Program

USING 30-YEAR FUNDS TO INVEST IN
COMPANIES THAT CARE WHAT HAPPENS NEXT.

When we invest, “next” means we serve and support, build
meaningful relationships, and roll up our sleeves to preserve legacy
and grow without goals — all with little or no publicity.

Permanent Equity invests with no intention of selling, using 30-
year committed funds and avoiding outside debt. With the first rule
being Do No Harm, each deal is designed to prioritize what works
best for the owners, team, and customers.

Our current portfolio includes 13 companies (Ad Tech, Aerospace, Contact
Manufacturing, Niche Construction, Consumer Goods, Luxury EMILY HOLDMAN
Services, Recruitment, Professional Services), with 3 actively Managing Director
operating in Texas (Ace Fence, GDA Contractors, TEPCO Glass). [email protected]

Investment Criteria

GROWTH PARTNERSHIP LEGACY BUYOUT

3+ Years of Operations with at least 20
Stage Stage 10+ Years of Operations
employees

$5 to $75 Million in Net Revenue with $10 to $250 Million in Net Revenue
Revenue Revenue
& Margins demonstrated, or a clear path to, & Margins with demonstrated double-digit
double-digit operating margins operating margins

Net 3 or more years at $1 to $15 Million Net $3 to $25+ Million
Earnings Earnings

Initial Check Size: $5-50 Million Initial Check Size: $15-100 Million
Minimum Rollover Equity: 15% Deal Minimum Equity Sold: 70%
Deal Must have a Double-Digit Organic Terms Minimum 10-Year Cumulative
Terms
Growth Rate Earnings: $25M

www.permanentequity.com