Page 135 - TACC 2023 Program

www.rockwoodequity.com

For 24 years, Rockwood has partnered with entrepreneurs, family-owned
businesses and management teams to build extraordinary companies with long-term
value. As an operationally-oriented, values-based private equity firm, we bring our
Rockwood River Guide network, Rockwood Business Systems and other time-
®
tested resources to lower middle market companies.

Investment Criteria Representative Investments by Sector
Industrials
Target $10-$75 million in revenue NG Companies (Longmont, CO)
Company Size $2-$7 million of EBITDA Provider of underground damage
Add-ons of any size prevention (UDP) solutions to infrastructure,
utility, telecom and transportation markets
Currently seeking add-ons

Geography Platforms: North America HQ Clean Water Environmental Services (Denver, CO)
Add-ons: Any location worldwide Stormwater management and soil erosion control
environmental solutions provider
Add-ons completed: 1
Currently seeking add-ons
Ownership Family/entrepreneur-owned
Structure Corporate carve-outs
Aerospace & Defense

BJG Electronics (Ronkonkoma, NY)
Transaction Family/entrepreneur-owned Value-added distributor & manufacturer of
Types Recapitalizations or buyouts electro-mechanical products
Corporate carve-outs or divestitures Add-ons completed: 3
Management buy-outs or buy-ins
Succession planning partnerships Healthcare
Flexible Capital Solutions Lifeway Mobility (Hartford, CT)
Provider of home accessibility and safety
solutions, including wheelchair ramps
Focus Sectors Regulated Industries and stair lifts, for people with mobility
and Themes Aerospace & Defense challenges or who wish to age-in-place
Healthcare
Industrials (technologies, SYNEO (West Palm Beach, FL)
Provider of automation equipment, tools &
products, services) contract manufacturing services for the
Specialized B2B interventional medical device industry,
specifically catheter manufacturing
Investments by Sector
Specialized B2B
Specialized Superior Office Solutions (New York, NY)
Aerospace B2B Office equipment and services dealer and
& Defense provider of related branded products
Add-ons completed: 2
Currently seeking add-ons
Cleveland - Denver – New York
Healthcare
Kate Faust, Partner, Business Development
Industrials (216) 278-7070
[email protected]