Page 75 - TACC 2023 Program

EXPERIENCED OPERATORS AND PARTNERS FOR GROWTH

Investment Criteria

Financial Transaction Profile Differentiators

<$15mm GROWTH • Enterprise (B2B) • Multi-faceted approach to
value creation
Annual • Software/tech-
Recurring BUYOUT enabled services • Operational excellence—focus
Revenue • Scalable on execution, deep knowledge
and experience
±$MM ACQUISITION • Capital efficient • Vertical markets, channels to
EBITDA • Defensible position grow and expand

Investment Strategy By the Numbers

• Focused on partnership with entrepreneurs 7 150+ $114
looking to accelerate growth
• Niche markets that exhibit high barriers to Platform Platform Years of MM Cumulative Source: Clovis Point, November 2022
entry and strong growth potential Investments Combined Experience Commitments
• Operationally involved at the onset; strategic
plan laid out prior to investment

Operational Optimization

• We believe consistent success is driven by
deep operational engagement across each
business pillar
• We believe active management accelerates
value creation
• Our in-house operating expertise has been
developed and refined over multiple decades
of experience

Market Opportunity

350k+ Domestic Software and Contact
Tech-enabled Service
Source: Pitchbook June 2022 70% Software and Tech-Enabled Christopher Joseph, Principal
Companies

Service Companies in the Lower
[email protected]
Middle Market
86% Software and Tech-Enabled (713) 829-9491

Service Companies are Private

Clovis Point Capital, LLC DISCLAIMER: This “Document” has been prepared solely for informational
1980 Post Oak Blvd, Suite 1500, Houston, TX purposes only and is not an offer to sell interests in any security. The
contents of this Document were prepared in the opinion of Clovis Point.
www.cpcap.com See page 2 for important additional information and legal disclosures.