Page 96 - TACC 2023 Program

Firm Highlights
Firm Highlightsm Highlights
Fir Firm Highlights
Firm Highlights
Business Partner First
Business Partner First
Business Partner Firstess Partner First
BusinWe partner with management teams to drive growth and •Based in Washington, DC
Business Partner First
We partner with management teams to drive growth and
•Based in Washington, DC
•Based in Washington, DCd in Washington, DC
We p We partner with management teams to drive growth andartner with management teams to drive growth and •Base
value creation. Our unique and complementary mix of
•Based in Washington, DC
We partner with management teams to drive growth and
value creation. Our unique and complementary mix of
value value creation. Our unique and complementary mix of creation. Our unique and complementary mix of •Latest fund (HCI V):
operating and investment experience differentiates us
value creation. Our unique and complementary mix of
•Latest fund (HCI V):
•Latest fund (HCI V):st fund (HCI V):
operating and investment experience differentiates us
operating and investment experience differ •Late •$405mm
operating and investment experience differentiates usentiates us
•Latest fund (HCI V):
from other financial partners—the majority of our senior
operating and investment experience differentiates us
•$405mm
•$405mm05mm
from other financial partners—the majority of our senior
from from other financial partners—the majority of our seniorother financial partners—the majority of our senior •$4 •November 2017 vintage
•$405mm
team members have been CEO, President or CFO during
from other financial partners—the majority of our senior
•November 2017 vintage
•November 2017 vintageovember 2017 vintage
•N
team members have been CEO, President or CFO during
team team members have been CEO, President or CFO during members have been CEO, President or CFO during •November 2017 vintage
their careers. This drives a deeper understanding of
Assets under management:
team members have been CEO, President or CFO during
Assets under management:
their careers. This drives a deeper understanding of
their their careers. This drives a deeper understanding ofcareers. This drives a deeper understanding of Asset Assets under management: s under management:
Approx. $1 billion
Assets under management:
their careers. This drives a deeper understanding of
sector trends and business fundamentals.
sector trends and business fundamentals.
Approx. $1 billionx. $1 billion
secto sector trends and business fundamentals.r trends and business fundamentals. Appro Approx. $1 billion
3 active funds
sector trends and business fundamentals.
Approx. $1 billion
3 active funds
3 active fundsve funds
3 acti
3 active funds
We help develop and support well-defined organic and
Awards:
We help develop and support well-defined organic and
We h We help develop and support well-defined organic andelp develop and support well-defined organic and Awar Awards:
We help develop and support well-defined organic and
Awards:ds:
acquisition growth strategies and assist with operational
Awards:
Inc.'s 2020 & 2021 PE 50 - The Best
acquisition growth strategies and assist with operational
acqui acquisition growth strategies and assist with operationalsition growth strategies and assist with operational Inc.'s Inc.'s 2020 & 2021 PE 50 - The Best
acquisition growth strategies and assist with operational
Inc.'s 2020 & 2021 PE 50 - The Best2020 & 2021 PE 50 - The Best
improvements. We collaborate with management teams
Private Equity Firms for
Inc.'s 2020 & 2021 PE 50 - The Best
improvements. We collaborate with management teams
impro improvements. We collaborate with management teamsvements. We collaborate with management teams Privat Private Equity Firms for
Private Equity Firms fore Equity Firms for
Entrepreneurs
improvements. We collaborate with management teams
Private Equity Firms for
who share our commitment to integrity, professionalism,
Entrepreneurs
who share our commitment to integrity, professionalism,
Entrepreneursreneurs
who share our commitment to int Entrep
who share our commitment to integrity, professionalism,egrity, professionalism,
Entrepreneurs
who share our commitment to integrity, professionalism,
and success.
and success.
2021 & 2022 TOP 50 PE Firms in The
and s and success.uccess. 2021 2021 & 2022 TOP 50 PE Firms in The
and success.
2021 & 2022 TOP 50 PE Firms in The& 2022 TOP 50 PE Firms in The
Middle Market™ List
2021 & 2022 TOP 50 PE Firms in The
Middle Market™ Liste Market™ List
Middl Middle Market™ List
Middle Market™ List
Investment Criteri
Investment Criteriaa
Investment Criteriaestment Criteria
Inv
Investment Criteria
Size
Primary Business Mod
Primary Business Modelsels
Size
What We Don't Do
What We Don't Do
Size Size Prim Primary Business Modelsary Business Models What What We Don't Do We Don't Do
What We Don't Do
Size
Primary Business Models
Real estate
EBITDA up to $20mm
Real estate
Value-added distribution
EBITDA up to $20mm
Value-added distribution-added distribution
EBITD EBITDA up to $20mmA up to $20mm Value Value-added distribution Real e Real estatestate
EBITDA up to $20mm
Real estate
Value-added distribution
HCI investment up to $75mm
Financial services
HCI investment up to $75mm
Manufacturing
Manufacturingfacturing
Financial servicescial services
HCI in HCI investment up to $75mmvestment up to $75mm Manu Manufacturing Finan Financial services
Financial services
Manufacturing
HCI investment up to $75mm
Tech & software
Industrial services
Tech & software software
Indust Industrial services Tech & Tech & software
Industrial servicesrial services
Tech & software
Industrial services
Marketing
Transaction Dynamics
Transaction Dynamicsaction Dynamics
Trans Transaction Dynamics Primary End Markets Marke Marketingting Marketing
Marketing
Consulting
Transaction Dynamics
Consulting
Focused on privately-held
Primary End Markets
Focused on privately-held
Focus Focused on privately-helded on privately-held Prim Primary End Marketsary End Markets Consu Consultinglting
Consulting
Primary End Markets
Life sciences
Focused on privately-held
Owners seeking partnerships
Food & foodservice
Life sciencesiences
Owners seeking partnerships
Food & foodservice
Owne Owners seeking partnershipsrs seeking partnerships Food Food & foodservice & foodservice Life sc Life sciences
Life sciences
Healthcare to patients
Food & foodservice
Owners seeking partnerships
Industrial supplies
Healthcare to patients
Healthcare to patientscare to patients
Health
Indust Industrial supplies
Media & telecom
Industrial supplies
Industry Characteristics
Aerospace & defense
Media & telecom
Media & telecom & telecom
Aerospace & defense
Indu Industry Characteristics Aeros Industrial suppliesrial supplies Media Healthcare to patients
Industry Characteristicsstry Characteristics
Aerospace & defense pace & defense
Media & telecom
Oil & gas
Aerospace &
Auto & truck defense
Industry Characteristics
Oil & gasgasOil & gas
Highly fragmented
Auto & truck truck
Early stage
Highly Highly fragmented Auto & Auto & truck Oil & Oil & gas
Highly fragmented fragmented
Auto & truck
Building products
Early stagestage Early stage
Highly fragmented
Early
Large addressable market
Building products ng products
Large Large addressable market Buildi Building products Early stage
Large addressable market addressable market
Infrastructureucts
Building prod
Large addressable market
Infrastructure
Infrastructuretructure
Infras
Infrastructure
Cohesive, Long-Tenured Team
Cohesive, Long-Tenured Teamsive, Long-Tenured Team
Cohe Cohesive, Long-Tenured Team
Cohesive, Long-Tenured Team
Led by Managing Partners Doug McCormick & Dan Dickinson
Led by Managing Partners Doug McCormick & Dan Dickinson y Managing Partners Doug McCormick & Dan Dickinson
Led b Led by Managing Partners Doug McCormick & Dan Dickinson
Led by Managing Partners Doug McCormick & Dan Dickinson
Operations team comprised of 2 Operating Partners and 2 Operating VPs
Operations team comprised of 2 Operating Partners and 2 Operating VPstions team comprised of 2 Operating Partners and 2 Operating VPs
Opera 1 Partner, 4 MDs, 7 VPs/Associates, and 5 additional staff members
Operations team comprised of 2 Operating Partners and 2 Operating VPs
Operations team comprised of 2 Operating Partners and 2 Operating VPs
1 Par 1 Partner, 4 MDs, 7 VPs/Associates, and 5 additional staff memberstner, 4 MDs, 7 VPs/Associates, and 5 additional staff members
1 Partner, 4 MDs, 7 VPs/Associates, and 5 additional staff members
1 Partner, 4 MDs, 7 VPs/Associates, and 5 additional staff members
Long history together with strong, tight-knit culture
Long Long history together with strong, tight-knit culturehistory together with strong, tight-knit culture
Long history together with strong, tight-knit culture
Long history together with strong, tight-knit culture
202.371.0150 • 1730 Pennsylvania Avenue, Suite 525, Washington, DC 20006 • www.hciequity.com
202.3 202.371.0150 • 1730 Pennsylvania Avenue, Suite 525, Washington, DC 20006 • www.hciequity.com 71.0150 • 1730 Pennsylvania Avenue, Suite 525, Washington, DC 20006 • www.hciequity.com
202.371.0150 • 1730 Pennsylvania Avenue, Suite 525, Washington, DC 20006 • www.hciequity.com
202.371.0150 • 1730 Pennsylvania Avenue, Suite 525, Washington, DC 20006 • www.hciequity.com