2009 Exhibitor Booklet

Middle Market Financing Roundup

Exhibitor Profiles

O Wines 2007 Chardonnay Horse Heaven Hills

Complex with lemon cream and Graham cracker pie crust on the finish – crisp, rich & soft. A portion of the profits funds scholarships for underprivileged young women in Washington State.

Adelsheim 2007 Pinot Gris

Crisp, bright flavors have always been the hallmark of Adelsheim Pinot Gris – beautifully delineated Bosc pear, white peach, and Winesap apple, with just a touch of spice.

Owen Roe 2007 Sinister Hand

Dark purple in color, with a nose of sweet spice box and white pepper, this wine coats the palate with fresh fruit – sweet red and black cherries, black currant, and blackberries.

Owen Roe 2007 Ex Umbris

Gobs of Marionberries and black raspberries are interspersed with licorice, milk chocolate, and coffee. A superbly rich, supple texture helps carry lingering sweet fruit, violets, and white pepper through the finish.

Chinook 2007 Cabernet Franc

Tastes like cherries freshly picked from a tree in summer, with the deliciously pure taste of the grape – berries, cherries, anise and fresh herbs.

Chateau Ste. Michelle 2006 Indian Wells Cabernet Sauvignon

Nose of black cherry and blueberry and a dense, fruity core with a dark chocolate note. Finishes with moderate tannins and layers of berries, cloves, and vanilla.

The highlight of the Northwest Growth Financing Conference™ is the Middle Market Financing Roundup where attendees were able to meet representatives from the nation’s leading private equity firms, subordinated debt funds, mezzanine funds and business development companies that finance “middle market” companies.

Marwit Capital is pleased to sponsor the 2009 Middle Market Financing Roundup and Northwest Wine Tasting Reception.

Marwit is one of the oldest and most experienced private equity firms in the Western U.S. Founded in 1962 and based in Southern California, Marwit targets companies with revenues of $20- 200 million, EBITDA of $3-15 million, and enterprise value up to $100 million, at the time of acquisition. Employing a collaborative operational focus, Marwit partners with experienced CEOs and management teams to complete buyouts, recapitalizations and growth equity investments. Marwit generally invests $10-30 million of equity per platform investment, in one or a series of investments. Marwit’s current fund is $184 million and includes a portfolio of 10 platform companies.

Bertram Capital
800 Concar Drive, Suite 100

San Mateo, CA 94402
(650) 358-5000
www.bertramcapital.com

Bertram Capital is a private equity investment firm with $350 million in capital under management. We strive to catalyze growth in middle market companies through active operational involvement and a strong alignment of management and shareholder interests. Our core objective is to propel companies, management teams, and employees toward unlocking their full potential. We have a dedicated debt facility, no financing contingencies and typically close transactions within 45 days of LOI.

Conference Attendees:
Hellier, David – Operating Partner
(650) 358-5071
dhellier@bertramcapital.com

Bison Capital
10877 Wilshire Boulevard, Suite 1520
Los Angeles, CA 90024
(310) 260-6570

401 North Tryon Street, 10th Floor
Charlotte, NC 28202
(704) 333-4899

400 Park Avenue, 16h Floor
New York, NY
(646) 792-2080
www.bisoncapital.com

Bison Capital makes equity investments in fundamentally strong middle-market companies to finance their growth, balance sheet restructuring, and/or recapitalization. Our primary focus is providing growth capital to outstanding middle market companies whose key operators seek to retain significant equity ownership after our investment.

We use a flexible approach in structuring our investments in order to best meet the goals of our management partners. Our ability to invest on a non-control basis provides our management partners with the freedom to execute their business plans and capture substantial equity appreciation created after our investment.

Conference Attendees:
Chu, Yee-Ping – Partner
(310) 260-6570
pchu@bisoncapital.com

MacDonald, Peter – Partner
(310) 260-6574
pmacdonald@bisoncapital.com

Bond Capital
940-1040 West Georgia Street
Vancouver, BC V6E 4H1
(604) 687-2663
www.bondcapital.ca

Vancouver based private equity fund specializing in structured mezzanine investments. Bond Capital focuses on supporting Western Canadian and US Pacific Northwest business as a willing minority equity partner and non-traditional provider of debt.

Investment Criteria: Cash flow positive, later stage companies with strong management. We are not interested in start-up stage businesses at this time. Target investment size $1 million to $10 million. Bond will syndicate and arrange other sources of capital for larger transactions.

Industry Interests: All industries except real estate, resource extraction, and any industry where the business is a single client contractor.

Current Portfolio: Manufacturing, Service, Distribution and technology.

Conference Attendees:
Silbernagel, Corry – Director
(604) 687-2663
corry@bondcapital.ca

Vaitkunas, Davis – Director
(604) 687-2663
mailto:davis@bondcapital.ca

Blue Point Capital Partners
1201 Third Avenue, Suite 3090
Seattle, WA 98101
www.bluepointcapital.com

Blue Point Capital Partners, with US offices in Charlotte, Cleveland and Seattle, is one of the largest resident private equity firms in each of its target markets and principally focuses on investments in manufacturing, distribution and service businesses that address industrial and consumer markets. Blue Point also maintains an office in Shanghai, China, to help US portfolio companies develop and carry out their plans for China, as well as to invest in and help Chinese companies to grow in the United States.

Blue Point has extensive experience in identifying, evaluation and successfully completing a variety of private equity investment transactions, including management buyouts, corporate divestitures, recapitalizations and industry consolidations. The principals of Blue Point have completed over 90 investments with a total transaction value of more than $2 billion.

Conference Attendees:
DiFranco, David – Principal
(206) 332-9205
ddifranco@bluepointcapital.com

Geiger, Charley – Associate
(206) 332-9206
cgeiger@bluepointcapital.com

Morris, Mark – Partner
(206) 332-9202
mmorris@bluepointcapital.com

Buerk Dale Victor
1200 Fifth Avenue, Suite 1800
Seattle, WA 98101
(206) 956-0898
www.bcvllc.com

Buerk Dale Victor LLC (BDV) is a leading growth equity firm partnering with rapidly growing private companies across the western US. BDV invests across multiple sectors including business or consumer products and services, health and wellness, retail, growth technology and financial services. With over 200 combined years of investment and operational expertise, the BDV team is uniquely positioned to help build successful, enduring enterprises.

Conference Attendees:
Marker, Todd – General Partner
(206) 956-0898
tmarker@bdvllc.com

Vogel, Dale – Managing Director
(206) 956-0898
dvogel@bdvllc.com

Bush O’Donnell Capital Partners
101 South Hanley Road, Suite 1250
St. Louis, MO 63105
(314) 727-4555
www.bushodonnell.com

Bush O’Donnell Capital Partners, LLC is the fund manager of Eagle Fund I, LP, and Eagle Fund II, LP, licensed Small Business Investment Companies. With over $250 million under management in its funds, Bush O’Donnell makes mezzanine and private equity investments of between $2 and $10 million.

At Bush O’Donnell we are focused on partnering with management or other private equity investors to supply growth and change of control capital to middle market businesses. Our principals have backgrounds in both commercial and investment banking and have worked with hundreds of middle market businesses as senior lenders, equity investors, and strategic advisors.

Conference Attendees:
Geis, Ben – Principal
(314) 727-4555
bmg@bushodonnell.com

Koster, Matthew – Principal
(314) 727-4555
mjk@bushodonnell.com

Smith, Wayne – Principal
(314) 727-4555
wls@bushodonnell.com

Castanea Partners
Three Newton Executive Park, Suite 304
Newton, MA 02462
(617) 630-2420
www.castaneapartners.com

Founded in 2001, Castanea Partners is a private equity firm that invests in small and middle market companies in publishing, education, training, consumer brands, specialty retail, and marketing services.

The firm has extensive operating and private equity investment experience in these sectors and, working closely with management, seeks to optimize business performance and realize attractive returns.

Castanea is currently investing from its third fund, a $575 million fund that targets companies with enterprise values up to $250 million.

Conference Attendees:
Collina, Andrew – Principal
(617) 630-2441
acollina@castaneapartners.com

Cornerstone Capital Holdings
875 N. Michigan Avenue, Suite 3100
Chicago, IL 60611
(312) 673-0238
www.cstonecapital.com

Cornerstone Capital Holdings seeks to acquire lower middle market, low-tech, niche manufacturing and industrial service companies. Cornerstone targets businesses with an operating profit ranging from $1 million – $5 million. Ideal situations include owner retirements, management buyouts and corporate divestitures. Cornerstone will also consider turnaround situations.

Cornerstone currently owns the following three businesses:

• U.S. Technologies, Inc. – Testing and repair services of critical, complex legacy electronic components for the defense, medical, power generation and industrial automation industries.
• Pace Packaging Corporation – Manufacturer of packaging machinery equipment and parts servicing the food, beverage and pharmaceutical industries.
• R-V Metal Fabricating, Inc. – Manufacturer of precision metal components and sub-assemblies for the defense and aerospace industries.

Conference Attendees:
Bushell, Andrew
(312) 673-0238
abushell@cstonecapital.com

Deerpath Capital Management
405 Lexington Avenue, 71st Floor
New York, NY 10174
(646) 786-1023
www.deerpathcapital.com

Deerpath Capital makes privately negotiated investments in the debt and equity of lower middle market companies and seeks to provide value added financing with speed, flexibility and skills with complex financial transactions. Preferred investment structure is senior secured loans; also will invest opportunistically in equity securities where we see compelling risk-adjusted returns. Deerpath applies a private equity approach to credit investments, with a specialty focus in key industry sectors (communications, energy/natural resources and health care) as well as general capabilities across a broad range of industries. Targeted investment size is $3 million to $15 million, in companies that are cash flow positive with revenue of $10 million to $100 million, and EBITDA of $2 million to $20 million.

Conference Attendees:
Hasan, Tas – Vice President
(646) 786-1018
thasan@deerpathcapital.com

Vavrichek, David
(646) 786-1023
dvavrichek@deerpathcapital.com

Environmental Capital Partners
6 East 43rd Street, 20th Floor
New York, NY 10017
(917) 262-5240
www.ecpcapital.com

Environmental Capital Partners (ECP) focuses exclusively on growth and buy-out investments in environmental and sustainable companies. We invest in established businesses with strong growth potential that can benefit from our financial, operational and strategic resources. We make majority or significant minority investments and then work closely with company managements to build value together. Our target equity investment is $5 million to $25 million, but we have the ability to complete larger transactions. We generally seek companies that have achieved profitability and do not invest in early-stage venture capital or project finance.

Conference Attendees:
Richter, Michael – Partner
(917) 262-5243
richterm@ecpcapital.com

Endeavour Capital
1000 Second Avenue, Suite 3700
Seattle, WA 98104
(206) 621-7060
www.endeavourcapital.com

Endeavour Capital was founded in 1991 to be a resident source of capital and long-term partner to leading Western-based businesses. Today, Endeavour is investing its fifth equity fund, with $475 million in committed capital, and its first mezzanine debt fund (SEAM Fund), with $125 million of committed capital, and has offices in Portland, Seattle and Los Angeles. Endeavour’s capital comes from prominent regional and national institutions and family foundations including the pension plans for the State of Washington and Oregon, the University of Washington, the University of Oregon, and the Meyer Memorial Trust, among others. Endeavour is unique in that it has a regional and industry strategy and has a longer-term investment time horizon. Endeavour’s philosophy centers around stewardship: we strive to leave companies in better condition than when we arrived, which requires being conservative with leverage and re-investing in companies for long-term value creation. Select, current Endeavour portfolio companies include Tidewater Barge Lines, Winco Foods, Dri-Eaz Products, Grand Canyon University, National Frozen Foods, Northland Transportation and Barrett-Jackson.

Conference Attendees:
Babson, Stephen – Managing Director
(503) 223-2721
seb@endeavourcapital.com

Greenman, Michael – Associate
(206) 631-2420
mbg@endeavourcapital.com

Aaron Richmond – Managing Director
(206) 631-2421
asr@endeavourcapital.com

Wagner, Bradaigh – Principal
(206) 631-2422
bow@endeavourcapital.com

Excellere Partners
100 Fillmore Place, Suite 300
Denver, CO 80206
(303) 765-2400
www.excellerepartners.com

Excellere Partners is a Denver-based private equity investment firm, specializing in partnering with middle-market entrepreneurs and management teams through majority recapitalizations and management buyouts. Investing from its inaugural $265 million fund, Excellere Partners employs a proven top-down, research driven investment strategy targeting industry niches that are posi- tioned to benefit from favorable macro-economic and demographic trends and consolidation. The partners of the firm work hand-in-hand with management to build a strong foundation from which to pursue aggressive organic growth and strategic acquisitions.

Conference Attendees:
Glaws, Ryan – Associate
(303) 765-2404
rglaws@excellerepartners.com

Heckman, Ryan – Senior Partner
(303) 765-2409
rheckman@excellerepartners.com

Harbour Group
7701 Forsyth Boulevard , Suite 600
St. Louis, MO 63105
(314) 727-5550
www.harbourgroup.com

Harbour Group is a St. Louis based private equity firm (with additional offices in Shanghai, China and Bangalore, India) that has been buying and operating product oriented businesses for more than 30 years. Since its founding in 1976, Harbour Group has acquired 163 businesses in 34 diverse sectors including branded manufacturing, specialized industrial equipment, consumer products, building products and direct marketing.

Conference Attendees:
Bezzant, Brandon – Managing Director
(314) 727-5550
bbezzant@harbourgroup.com

Key Principal Partners
50 California Street, Suite 2525
San Francisco, CA 94111
(415) 692-4660
www.keyprincipalpartners.com

Key Principal Partners Corp. ® (“KPP”) is a $1 billion private investment firm that provides mezzanine and equity capital to profitable, middle-market companies. We differentiate ourselves as a flexible investor that can provide any combination of subordinated debt, preferred equity and/or common equity in either non-control (minority ownership) or control (majority ownership) positions in companies with minimum EBITDA of $5 million. KPP has offices in Cleveland, Greenwich, and San Francisco.

Conference Attendees:
Fay, Tim – Managing Partner
(415) 692-4660
juliew@kppinvest.com

Stone, Nick – Director
(415) 692-4660
nicks@kppinvest.com

Lake Capital
676 N Michigan, Suite 3900
Chicago, IL 60611
(312) 640-7050
www.lakecapital.com

Lake Capital partners with strong executive teams capable of managing larger, growth-oriented business service companies. We currently manage more than $1.3 billion in equity commitments and typically commit $50-75 million of equity to each of our initiatives focused on building leading business services enterprises through organic and acquisition-enhanced growth.

Conference Attendees:
Morrell, Toni – Marketing/Business Development Manager
(312) 640-7050
tmorrell@lakecapital.com

Orend, Mike – Director
(312) 640-7050
morend@lakecapital.com

Linsalata Capital Partners
5900 Landerbrook Drive, Suite 280
Cleveland, OH 44124
(440) 684-1400
www.linsalatacapital.com

Linsalata Capital Partners (“LinCap”) was founded in 1984. Our more than 87 acquisitions, with a transaction value exceeding $2 billion, have made Linsalata Capital Partners a leading middle- market buyout firm. Through a progression of six funds, we have raised nearly $1 billion of equity capital from our institutional and individual investors. Our latest fund, Linsalata Capital Partners Fund V, L.P., raised $425 million of equity capital in 2005.

We have a 24-year record of success in accelerating the growth of middle-market companies, generating top-quartile returns over that period. A key tenet of our strategy is the significant operating experience of the majority of our principals.

Conference Attendees:
Healy, Timothy – Vice President
thealy@linsalatacapital.com
Beg, Murad – Vice President
mbeg@linsalatacapital.com

Mainsail Partners
200 California Street, 3rd Floor
San Francisco, CA 94111
(415) 391-3150
www.mainsailpartners.com

Mainsail Partners invests exclusively in profitable, growing, “bootstrapped” companies located in the United States and Canada. We do not consider turnaround situations or traditional early stage financings of start-ups. We target companies with characteristics such as EBITDA of $1 million to $8 million, revenue of $4 million to $50 million, high EBITDA margins, established operating history of growth and profitability, sustainable competitive advantage, recurring revenues, low customer concentration, low capital intensity, clear opportunities for value creation and fair valuation. We prefer to partner with strong management that will continue to lead the business after our investment; however, we are actively involved as partners in helping build shareholder value. Mainsail Partners will commit $3 million to $20 million of equity capital per investment. Our capital base and dedication to our companies also enables Mainsail Partners to commit additional equity capital as strategic financing needs arise.

Conference Attendees:
Shimizu, Bret – Associate
(415) 391-3150 x236
bret@mainsailpartners.com

Marwit Capital
100 Bayview Circle, Suite 550
Newport Beach, CA 92660
(949) 861-3636
www.marwit.com

Marwit is one of the oldest and most experienced private equity firms in the Western U.S. Founded in 1962 and based in Southern California, Marwit targets companies with revenues of $20-200 million, EBITDA of $4-15 million and enterprise value up to $100 million, at the time of acquisition.

Employing a collaborative, operational focus, Marwit partners with experienced CEOs and management teams to complete buyouts, recapitalizations and growth equity investments. Marwit generally invests $10-40 million of equity per platform investment, in one or a series of investments. Since 1994, our firm has completed over 50 buyouts, recapitalizations and growth equity investments involving more than $1 billion in total capital across a multitude of industries.

Conference Attendees:
Britt, Chris – Managing Partner
(949) 861-3636
britt@marwit.com

Witte, Matthew – Managing Partner
(949) 861-3636
mwitte@marwit.com

Chaffin, Linda – VP Finance & Investor Relations
(949) 861-3636
lchaffin@marwit.com

Wendell, Rob – Principal & VP Organization
(949) 861-3636
rwendell@marwit.com

Merit Capital Partners
303 West Madison Street, Suite 2100
Chicago, IL 60606
(312) 592-6111

2415 East Camelback Road, Suite 700
Phoenix, AZ 85016
(602) 553-1180
www.meritcapital.com

Merit Capital Partners manages over $1 billion through four institutionally sponsored limited partnerships. Based in Chicago, with an office in Phoenix, we are national mezzanine investors in middle-market companies.

Merit typically invests subordinated debt and equity alongside management teams in leveraged buyouts and recapitalizations as well as providing acquisition and growth financing. We serve as board-level advisors and will consider either majority or minority ownership opportunities.

The Merit team has completed a significant number of investments with equity sponsors who lack committed capital. These relationships have been established by our desire to partner with an active sponsor and our willingness to structure transactions that meet their financial and ownership needs.

Merit targets manufacturing, distribution, logistics and service businesses with a minimum EBITDA of $5 million. Our investments range in size from $15 million to $50 million.

Conference Attendees:
Lillard, Leonard – Principal
(602) 553-1180
llillard@meritcapital.com

Midwest Mezzanine Funds
55 West Monroe Street, Suite 3650
Chicago, IL 60603
(312) 291-7300
www.midwestmezzanine.com

Midwest Mezzanine Funds partners with private equity sponsors, fundless sponsors, and management teams by providing junior capital to U.S. and Canadian companies in the lower-end of the middle-market. Established in 1992, Midwest Mezzanine has invested over $450 million in 70 companies. Currently making investments in its fourth fund, Midwest Mezzanine invests $4 to $15 million per transaction in the form of subordinated debt and non-control equity. Our focus is on established, privately held companies that have a history of generating consistent profitability and EBITDA of $3.0 million or greater.

Conference Attendees:
Kreie, Paul – Managing Director
(312) 291-7303
pkreie@mmfcapital.com

Milestone Partners
595 East Lancaster Avenue, Suite 303
St. Davids, PA 19087
(610) 526-2700
www.milestonepartners.com

Milestone Partners is a private equity firm that partners with management in leveraged buyouts and recapitalizations of lower middle market businesses. Milestone pursues niche-market leaders that provide high-margin products or services. Milestone’s transactions typically provide liquidity to shareholders of privately-owned businesses, facilitate the transition of ownership to key managers, and allow management to capitalize on growth opportunities, while maintaining the legacy of the founders. Based outside of Philadelphia, PA, Milestone is currently making add-on investments through Milestone Partners II, L.P., a $120 million fund, and is making new platform investments through Milestone Partners III, L.P., a $240 million fund.

Conference Attendees:
Ryan, Daniel – Director, Business Development
(610) 526-2713
dryan@milestonepartners.com

Nogales Investors Management
9929 West Sunset Boulevard, Suite 900
Los Angeles, CA 90069
(310) 276-7439
www.nogalesinvestors.com

Nogales Investors is a Los Angeles-based private equity firm with $345 million of committed, institutional capital under management. We make investments of $10 million to $40 million in companies valued from $25 million to $250 million from a broad range of industries across the U.S. Our transactions can be structured as acquisitions, growth investments, recapitalizations or refinancings. We can assume either a control or non-control ownership position and invest in both subordinated debt and equity securities. In every situation, we seek a strong partnership and alignment of interests with exceptional management teams.

Recent investments include Numero Uno Markets, a Southern California grocery chain targeting first-generation U.S. Hispanics (acquisition), DR Technologies, a designer and manufacturer of advanced composite structural products for the aerospace and defense industry (acquisition) and Naartjie Custom Kids, a designer and retailer of Naartjie-branded children’s apparel (growth equity investment).

Conference Attendees:
Lawler, Vince – Principal
(310) 276-7439
ccueto@nogalesinvestors.com

Mickelson, Mark – Partner
(310) 276-7439
mjm@nogalesinvestors.com

Sandoval, Jorge – Associate
(310) 300-0994
jsandoval@nogalesinvestors.com

Parallel Investment Partners
2100 McKinney Avenue, Suite 1200
Dallas, TX 75201
(214) 740-3600
www.parallelip.com

Parallel Investment Partners was founded in 1999 to create an industry leading private equity firm dedicated exclusively to the needs of growing companies in North America’s lower middle market. Companies in this market – typically with revenues between $10 and $100 million – comprise over 90% of independent, private U.S. companies and continue to represent enormous potential for equity value creation.

Centrally located in Dallas, Texas, with over $400 million of institutional private equity capital commitments, we target equity investments of $5 – $20 million. We sponsor Growth Company Recapitalizations, Buyouts and Growth Capital Investments, typically partnering with companies with historical profitability and at least $3 million in annual cash flow.

Conference Attendees:
Vikas Kalra – Senior Associate
(214) 740-3623
vkalra@parallelip.com

Polaris Venture Partners
1000 Winter Street, Suite 3350
Waltham, MA 02451
(781) 290-0770

1000 2nd Avenue, Suite 3100
Seattle, WA 98104
(206) 652-4555
www.polarisventures.com

Polaris Venture Partners is a partnership of experienced investors, entrepreneurs and technology executives. Our mission is to identify and invest in early and later stage businesses with exceptional promise and help them grow into sustainable, market-leading companies. In our later stage efforts, Polaris provides growth equity and shareholder liquidity to established companies in the technology, healthcare, consumer, media, and business services sectors. As a national private equity firm with offices in Boston and Seattle, we’re able to invest in businesses throughout the United States. The firm has over $3 billion under management and current investments in more than 100 companies.

Conference Attendees:
Woodley, Ryan – Principal
(781) 522-6704
rwoodley@polarisventures.com

Prospect Partners
200 West Madison Street, Suite 2710
Chicago, IL 60606
(312) 782-7400
www.prospect-partners.com

Prospect Partners, LLC is a leading lower-middle-market private equity firm based in Chicago.

At Prospect Partners, we focus exclusively on management-led leveraged acquisitions of small companies with niche strategies. We manage two funds totaling $270 million and are backed by a premier group of institutional investors.

Prospect Partners is a highly experienced, active and committed investor in smaller lower-middle- market companies with revenues of $10 million to $50 million. Since 1998, we have invested nationwide in nearly 75 companies in a broad range of niche markets, including consumer, commercial, manufacturing, distribution and specialty business and consumer services.

Conference Attendees:
Maurer, Erik – Principal
(312) 782-7400
emaurer@prospect-partners.com

The Riverside Company
1453 3rd Street Promenade, Suite 305
Santa Monica, CA 90401
(310) 499-5080

45 Rockefeller Center, 630 Fifth Avenue, Suite 2400
New York, NY 10111
(212) 265-6408
www.riversidecompany.com
www.riversideeurope.com

The Riverside Company is the largest private equity firm investing in premier companies at the smaller end of the middle market. With $3 billion in committed capital, over 180 professionals and 18 offices worldwide, the firm seeks control investments in companies located throughout North America, Europe and Asia that have greater than $1 million in EBITDA and enterprise values of up to $200 million. Founded in 1988, the current portfolio includes 68 companies across a broad array of industries.

Conference Attendees:
Page, Beth – Regional Director, Origination
(310) 499-5080
bpage@riversidecompany.com

Serent Capital
600 Montgomery Street, 37th Floor
San Francisco, CA 94105
(415) 343-1050
http://www.serentcapital.com

Serent Capital invests in growing, profitable, services firms where we partner with world-class management teams to build great businesses.

Invest in Successful Businesses with the Potential for Growth – We invest in great businesses, de- livering compelling solutions that address their customers’ needs. Our investments often have the following characteristics:

• First professional capital
• Growing, profitable services businesses
• Revenue of $5 MM to $100 MM (EBITDA of $2 MM to $10 MM)

Distinctive Team – At Serent Capital, we understand today’s business challenges, as we’ve ex- perienced and solved them firsthand. Our principals’ experience includes roles as CEOs, board members and strategic advisors at successful growing businesses.

Business Builders – Serent distinguishes itself by being an involved, value-added partner, capable of providing significant operational and strategic support to CEOs on the most critical issues that they face as their companies scale. Examples include:

• Involved, value-add board members
• Management team augmentation
• Project-based support

Conference Attendees:
Fenton, Lance – Vice President
(415) 343-1050
lance.fenton@serentcapital.com

Kerrigan, Ryan – Managing Director
(415) 343-1050
ryan.kerrigan@serentcapital.com

Sorenson Capital
3098 W. Executive Parkway, Suite 200
Lehi, UT 84043
(801) 407-8400
www.sorensoncapital.com

Sorenson Capital is a private equity firm providing small to middle-market investments, with a particular focus on opportunities in Southwestern, Mountain, and Western regions of the United States. Companies generating between $20 million and $300 million in revenue and having earnings between $5 million and $30 million best fit our profile and remain our primary focus. Sorenson Capital was founded in 2003 and is headquartered in Salt Lake City, Utah.

Conference Attendees:
Ludwig, Mark – Vice President
(801) 407-8430
mludwig@sorensoncap.com

Toone, Curtis – Principal
(801) 407-8455
ctoone@sorensoncap.com

SFW Capital Partners
22 Elm Place
Rye, NY 10580
(914) 510-8910
http://www.sfwcap.com

SFW provides capital and support to build businesses through management buyouts and growth investments in mid-sized companies. We focus our investment activity on businesses that provide analytical tools and outsourced analytical services. This includes instruments, software and information, and outsourced services that are involved in research, engineering, product development, quality control, diagnostics, process monitoring, marketing or other critical decision- making processes within companies. These businesses provide high-value tools and services to their customers and offer the opportunity for sustained growth and development over time. Realizing the value of these investments we believe requires building partnerships with management based on trust, mutual respect and common goals.

Conference Attendees:
Mooney, Sean – Principal
(914) 510-8910
smooney@sfwcap.com

TSG Consumer Partners
600 Montgomery Street, Suite 2900
San Francisco, CA 94111
(415) 217-2300
http://www.tsgconsumer.com

TSG Consumer Partners is a middle-market private equity firm focused exclusively on investing in branded consumer companies. With over $1.4 billion in equity capital under management, TSG has invested in over 50 brands and has built a team of investment professionals with extensive consumer and retail experience.

TSG Consumer Partners is seeking investments in the branded food, beverage, apparel, health & wellness, beauty, auto care, footwear, pet care, consumer services, and restaurant categories. We typically invest in businesses with EBITDA of $4 million or more and look to invest between $20 million and $150 million of equity into each transaction (with the opportunity for additional equity contribution from our co-investors). TSG is comfortable and experienced with both minority and control investments.

Conference Attendees:
Hart, Karen – Associate
(415) 217-2300
adailey@tsgconsumer.com

Rutledge, Robyn – Principal
(415) 217-2300
rrutledge@tsgconsumer.com

Winona Capital Management
801 2nd Avenue, Suite 1300
Seattle, WA 98104
(206) 464-3855

980 N Michigan Avenue, Suite 1950
Chicago, IL 60606
(312) 334-8800
www.winonacapital.com

Winona Capital Management is a consumer-focused private equity firm targeting growth oriented investments and recapitalizations in lower middle market businesses. With $130 million in committed capital, Winona focuses on long-term ownership opportunities in private companies with high growth, strong margins and exceptional management teams.

Conference Attendees:
Jacobson, Ian
(206) 464-3855
ijacobson@winonacapital.com

W. P. Carey & Co.
50 Rockefeller Plaza
New York, NY 10020
(212) 492-1100
www.wpcarey.com

W. P. Carey & Co. LLC (NYSE: WPC) provides long-term sale-leaseback and build-to-suit financing for companies worldwide and manages a global investment portfolio approaching $10 billion. We help companies and private equity firms release capital tied up in real estate assets by acquiring single-tenant corporate and industrial properties for full market value and leasing them back to the tenant under a triple-net lease. Companies are able convert an otherwise depreciating and underutilized asset into working capital they can use to pay down debt, fund acquisitions or reinvest in the core competencies of their business. Now in our 36th year, the W. P. Carey Group’s real estate holdings are broadly diversified, comprised of more than 875 commercial and industrial assets spanning 28 industries and 15 countries.

Conference Attendees:
Edmonson, Chad – Director
(212) 492-8903
cedmonson@wpcarey.com

Pack, Zachary
(212) 492-1115
zpack@wpcarey.com

Pell, Nicholas – Vice President
(212) 492-1118
npell@wpcarey.com