Page 155 - TACC 2023 Program

Criteria

Funding: $25 - 200mm
Size: $2-20mm EBITDA
Geo: US domiciled

I Inndduussttrriieess:: D Deeaall TTyyppeess::
• Business services • Buyouts
• Distribution • Co-invest

T Teexxaass--bbaasseedd pprriivvaattee iinnvveessttmmeenntt ffiirrmm • Environmental • Growth Capital
• Financial Services • Corporate
Raised ~$100 million across 14 portfolio companies since
launch in 2019 • CPG Divestiture
• Manufacturing • Platform investments

Portfolio
Portfolio

Insurance services Wildfire detection Shave & skincare High-design drinkware

E-Commerce Residential housing Learning platform Transformative consumer brands

Allergy treatment Hydrating drink mix Biodegradable plastic Sparkling & still water

Data infrastructure platform Lower-middle market PE
Case Study

Closed a control acquisition of a +$25 million EBITDA business in partnership
with Dallas-based Trive Capital and management on December 28, 2021.
Allcat provides independent claims adjusting service to US-based insurance carriers. At close, Allcat
had significant customer concentration creating risk for potential new investors. Existing owners were
confident in the on-going stability of the business, the value creation plan outlined by Valedor and
Trive and agreed to rollover a significant portion of their ownership to participate in value creation
alongside the new investors. Since closing the investment, Allcat has expanded its key executive
management team, deployed a new financial accounting system, launched two new lines of business,
hired 300 new employees and acquired 5 companies representing in excess of $25 million in EBITDA.

www.ValedorPartners.com 4265 San Felipe St., #970
Houston, TX 77027