Page 62 - TACC 2023 Program

���.����������������.���

Blue Point Capital Partners is a private equity fi rm that partners with entrepreneurs and management teams to invest in
niche dominant, lower middle-market industrial, business services, consumer or value-added distribu� on companies and help
drive transforma� ve change. Blue Point has been inves� ng for more than two decades and completed over 130 investments with
a total transac� on value of over $9 billion. Recogni� ons
Fund History
Blue Point Capital Partners, L.P. (2000): $415MM – 20 pla� orms and 12 add-ons; all realized
Blue Point Capital Partners II, L.P. (2006): $400MM – 16 pla� orms and 19 add-ons; 15 realized
Blue Point Capital Partners III, L.P. (2014): $425MM – 12 pla� orms and 35 add-ons; 6 realized
Blue Point Capital Partners IV, L.P. (2018): $731MM – 13 pla� orms and 13 add-ons; 1 realized
Why Blue Point?
– Long track record of partnering with excep� onal management teams and companies with industry leading posi� ons
– Strong partnerships with family- or entrepreneur-owned businesses to drive growth while respec� ng the owner’s legacy
– Transparent, effi cient and � mely transac� on process, conducted with the highest levels of integrity
– Strategic and economic resources of a global organiza� on, while remaining an approachable fi rm with regional presence
– Unique toolkit that supports management teams and builds value

Investment Criteria Blue Point Toolkit
Revenue Geography Supply Chain / Asian Strategies
$30MM - $300MM – United States
EBITDA – Canada – Supply chain strategy, effi ciency and cost exper� se
– Asia based teams supports revenue growth, product
$7MM - $50MM Transac� on Types development and sourcing ini� a� ves
(No minimum for add-on acquisi� ons) – Family-Owned & Closely Held
Equity Capital – Buyout & Recapitaliza� ons Data & Digital
$40MM - $150MM – Buy & Build – Pricing op� miza� on
Sector Focus – Inventory management
– Digital marke� ng and e-commerce
Industrial Business Services – Customer and product analy� cs
– Aerospace & Defense – Digital Services
– Auto A� ermarket – Environmental Services Human Capital
– Chemicals – Facility & Commercial Services – Human capital strategy and planning
– Engineered Products – Industrial & MRO Services – Talent acquisi� on, assessment and management
– Industrial Technology – Infrastructure & U� lity Services – Culture and employee engagement
– Niche Manufacturing – Residen� al Services – Diversity, equity and inclusion
– Packaging – Specialty Consul� ng M&A (48 add-ons across BPCP III & IV)
Consumer – Transporta� on & Logis� cs – Geographic or customer expansion
– Apparel & Footwear Value-Added Distribu� on – Complementary and new product off erings
– E-commerce – Consumer – Cost synergies and scale
– Food & Beverage – Healthcare
– Household Products – Industrial Opera� ng Execu� ve Group (OEG)
– Outdoor & Enthusiast Products – Diverse network of industry and func� onal experts
– Pet – Work closely with por� olio management teams

Investment Team
Cleveland Charlo� e Sea� le Shanghai
Chip Chaikin * John LeMay Jonathan Pressnell Sean Ward Juli Marley Tye Howell Dennis Wu
Partner Partner Partner Partner Partner Managing Director, Managing Director
Data & Digital
Charley Geiger Jeff Robich Rick Soukup Evan Co� ngton Brian Castleberry Zoe Schackel Jackie Zhang
Partner Partner Principal Principal Partner Associate, Vice President
Business Development
Kimberly Reed Megan Kneipp ** Jim Marra Keith Durante
Managing Director, Managing Director, Dir. of Bus. Development *** Senior Associate
Talent Bus. Development
Bobby Exler Ricky Ker� s John Broussard Lance Cur� s Joe Wavering
Senior Associate Senior Associate Associate Associate Associate
*Chip Chaikin oversees the Shanghai offi ce.
**Megan Kneipp is located in Dallas, sharing � me in Cleveland.
***The Director of Business Development is an independent contractor on retainer with Blue Point.