Page 138 - TACC 2023 Program

Winter 2023

Investment Size
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Current Fund Size
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FACT SHEET Non-Control Investments Made
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Founded in 1994, with offices in Boston, MA and San Francisco, CA, Seacoast Capital invests
non-controlling growth capital in partnership with management in lower middle market
companies. Seacoast is industry agnostic and typically invests $5 million to $25 million of
capital in companies with $10 million or more in revenue and $2 million or more of EBITDA. Investment Professionals
Capital is used to support growth, acquisitions, family ownership and wealth transfers,
shareholder liquidity events, refinancings, or management buyouts. Since its inception, Thomas W. Gorman, Partner
Seacoast has managed over $600 million of capital. Now managing its fourth fund, Seacoast [email protected]
(978) 750-1311
Capital Partners IV, L.P., the firm continues to actively seek new investment opportunities.
Jeffrey J. Holland, Partner
[email protected]
(415) 202-6303

Direct investor of non-control capital in Backers of family offices and James T. Donelan, Principal
1 private companies, allowing owners 2 independent sponsors, but not [email protected]
and their management teams to retain traditional committed capital private (978) 750-1308
controlling interest in their business equity funds.
while receiving the strategic capital Thomas R. Ley, Principal
they need to succeed. [email protected]
(415) 704-8807
Patrick T. Gengoux, Vice President
[email protected]
(415) 202-6306
S E AC O AS T C AP I T AL P RO FI L E
Alan M. Rich, Vice President
[email protected]
Investment Criteria Investment Terms (978) 750-1310
• $10MM+ Revenue • $5MM - $25MM investments
• $2MM+ EBITDA • 5-7 year hold period David M. Romagnoli, Vice President
• Pro-Forma debt < 4.0x EBITDA • Preferred Stock [email protected]
• Continuing, incentivized management • Common Stock (978) 750-1325
• Niche market leader • Subordinated Debt with Warrants Victoria Yee, Associate
• Proven earnings stream [email protected]
• Meaningful operating history (415) 508-8927

Industry Experience Transaction Types
• Commercial Services • Growth Capital
• Environmental Services • Family Ownership & Wealth Transfer
• Logistics & Infrastructure Services • Acquisition Financing
• Health & Wellness • Management Buy-Out or Buy-In
• Consumer-Oriented • Balance Sheet Recapitalization
• Value-Added Distribution • Family Office Transaction
• Specialty Manufacturing • Shareholder Dividend
• Independent Sponsor Transaction

55 Ferncroft Road, Suite 110, Danvers, MA 01923 (978) 750-1300 | One Bush Street, Suite 650, San Francisco, CA 94104 (415) 956-1400
Learn more by visiting www.seacoastcapital.com