Page 127 - TACC 2023 Program

LATFORM ARTNERS

YEAR FOUNDED INVESTMENTS ASSET VALUE HEADQUARTERS
2006 29 Approx. $1BN Houston, TX

Platform Partners is an industry leading
investment company whose objective is to
transform middle market businesses into larger,
strategically valuable companies through a
combination of organic and acquisition growth.

We are more than a collection of capital, and our
partner companies are more than a balance sheet.

We build authentic relationships based on
shared trust and mutual objectives, through three
key differentiators.

PERPETUAL BUY & HOLD ALIGNED
1 2 3
CAPITAL MODEL PERSPECTIVE INCENTIVES

Ramp-up time is short with no We manage investments as if Our management team, as a
reliance on exit deadlines or we will own them forever, group, represents the largest
drawdowns, which maximizes allowing us to act as your true cash investor and equity
alignment to your long-term partner every step of the way. owner in Platform.
goals.

Investment Criteria Industry Focus

Company Revenues: >$15 million We are generalists but prefer to invest in companies
Size: EBITDA: >$5 million that operate in industries where we have prior
experience or relevant knowledge. Representative
Investment $10 - $100 million industries include:
Size:  Business Services
 Consumer Products
Targeted Majority / Significant Minority  Energy
Ownership:  Financial & Insurance Services

 Industrial Services & Distribution
Capital Common Equity / Preferred Equity /
Structure: Sub-debt (with minority ownership)  Media
 Payments
Typical Use Buyout / Recap / Growth Capital / CEO-  Retail
of Proceeds: led Buy & Builds / Capital Commitment  Telecommunications

1717 WEST LOOP SOUTH,SUITE 1900  HOUSTON, TX 77027  713.335.2300  WWW.PLATFORMLLC.COM