Page 81 - TACC 2023 Program

CVF
CVF Capital Partners Overview

Founded in 2005, CVF Capital Partners (CVF) is a $200M AUM private investment firm that provides
flexible capital solutions and resources to help small and medium sized businesses thrive in the
Western half of the US. Through Subordinated Debt and Structured Preferred Equity, CVF tailors
each transaction to accommodate a company and its owner’s situation and particular needs. CVF
also provides a wide range of relationships, industry, and financial expertise to help companies spur
growth efficiently and profitably.

$200M+ 3 30+ 10

Current Committed Committed Capital Platform Active Portfolio
Capital Funds Since 2005 Investments Companies

Capital Structure Less dilutive capital

Senior Debt Lower cost capital than straight equity

Mezzanine Debt CVF's Mezzanine Tailored and structured to
accommodate shareholder and

Preferred Equity Financing company needs

Common Equity Ideal for companies and teams who
can't obtain desired levels of bank
financing or need flexible capital

Investment Criteria

Buyouts & Management Buyouts
$2-$10 $10-$100 $5-18
Million Million Million
EBITDA Revenue Investment Family Successions

Recapitalizations

Western Quality Mergers & Acquisitions
Half Management
of U.S. Team
Growth Capital

Industries of B2B Products and Services Industrials
Interest Niche Manufacturing Technology
Distribution & Logistics Ag-Related Services

Northern California Southern California
1590 Drew Ave., Suite 110 CVF Capital Partners, Inc 500 W Broadway, Suite 801
Davis, California 95618 www.cvfcapitalpartners.com San Diego, California 92101
Main: (530) 757-7004 Main: (650) 704-1030