Page 91 - TACC 2023 Program

Genesis Park provides flexible, one-stop debt and equity capital

solutions for lower middle-market companies
Investment Strategy

R Focus on lower middle market companies with at least $10 million of revenue and/or $2 million of EBITDA

R Structures include senior secured debt, second lien/subordinated debt and preferred/common equity investments
R Seeking to invest $5 to $25 million in each investment (total capital commitment)
R Be a value-added partner by leveraging operational experience and strong regional networks

R Open to investing across the U.S., but target opportunities in the Southern U.S., predominately Texas and the Gulf Coast region
R Uses of capital: growth, acquisitions, debt refinancing, recapitalization, management buyout, family transfer

Investment Criteria Competitive Advantages

R Proven business model with seasoned and committed R Experienced leadership team with extensive network of
management team regional relationships. 100+ years of combined experience
R Ability to maintain positive cash flow through various investing in and building businesses
R Relationship oriented. People are important
business cycles R Flexible, customized capital solutions. Structures are
R Defensible competitive advantage and/or differentiated designed for each unique situation
product or service offerings R Efficient and timely decision making. We are responsive
and execute in a timely manner
R Solid and sustainable margin structure R Operational and strategic expertise. Partners have led
R Limited customer concentration
successful companies as CEOs or executive leaders and
serve on numerous boards

Diversified Industries

Business Industrial Information Advanced Value-Added Sustainable
Services Services Technology Manufacturing Distribution Energy

Investment Team
Curtis Hartman Paul Hobby Gina Luna Peter Shaper

Managing Partner Managing Partner Managing Partner Managing Partner
[email protected] [email protected] [email protected] [email protected]
David Bilger Simon Haidamous Payton Schramm Andrew Winters
Director Director Senior Associate Senior Associate
[email protected] [email protected] [email protected] [email protected]

520 Post Oak Blvd, Suite 850, Houston, Texas 77027 | 713.489.4650 | [email protected]