Page 69 - TACC 2023 Program

THE CAPSTREET GROUP

AT A GLANCE: OVERVIEW

45+ PLATFORM Private Equity Partners with Long-Term
INVESTMENTS
Founded in
Industry
1990 Firm Based in Lower Middle Management Relationships
Market
Teams
Houston, TX
200+ ADD-ON
ACQUISITIONS
Repeatable
Seasoned
Focus on and Scalable Collaborative Investment Conservative
Continuous
and
$500M FUND V Improvement Investment Transparent Team Leverage
Strategy
30+ YEARS OF SECTORS
EXPERIENCE
• Unique and compelling
INVESTMENT TEAM Software • business models
Outsourced business
processes
George Kelly Managing Partner • Opportunities to accelerate
organic growth
Neil Kallmeyer Managing Partner
• Ability to enhance or deploy
Paul De Lisi Partner technology
• Strategic M&A opportunities to
Adrian Guerra Partner create scale and expand
Kevin Johnson Partner Tech- profitability
Enabled • Opportunity for high levels of
Eric Williams Principal, Strategy & Research customer retention
Services
Mary Anne Capo CFO/CCO • Value-add capabilities include
Chas Richard Vice President fabrication, technical sales,
assembly, and logistics
Brian Hopkin Vice President • Opportunities for industry

Evan Harmon Vice President Industrial • consolidation
Recurring revenue driven by
Baqir Momin Associate Business maintenance and repair activity
Services • Provide key services and
Varun Nalamada Associate
related products
Travis Groos Associate
Keith Cotter Associate INVESTMENT CRITERIA

CAPVALUE OPERATING TEAM Entrepreneur, family or employee-owned businesses
Rick Pleczko CEO, Operating Executive Group
$3 to $15 million of EBITDA
Wayne Washburn Chief Technology Officer

Cathy Francis Chief Revenue Operations Officer Majority / control investments
Walker Kahle Senior Vice President, Operations Sellers reinvest alongside CapStreet
Kirk Harrell Senior Vice President, Talent
Ability to apply the CapValue Framework TM
Alyssa Fox Senior Vice President, Marketing

1001 Louisiana, Suite 3200 | Houston, Texas | 77002
Tel: (713) 332-2700 | Fax: (713) 332-2701 | www.capstreet.com
January 2023