M&A SOUTH 2021 Program Guide

FEBRUARY 22-23

SUPPLEMENT PROVIDED BY:

PLATINUM SPONSOR

MARKETPLACE SPONSOR

GOLD SPONSORS

LANYARD SPONSOR

SILVER SPONSORS

CONTENT SPONSORS

WOMEN’S NETWORKING

CHARGING SPONSOR

WIRELESS SPONSOR

BRONZE SPONSORS

SHOESHINE SPONSOR

TABLE OF CONTENTS Page #

M&A SOUTH 2021 Chairman’s Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 A Word from the ACG Atlanta Chairman of the Board. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Executive Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Opportunities for Connecting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Keynote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Happy Hour. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 2021 Conference Agenda. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Panels and Roundtables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Platinum Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Marketplace Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Gold Sponsors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Silver Sponsors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Content Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Lanyard Sponsor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Wireless Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Shoeshine Sponsor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Charging Sponsor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Women’s Networking Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Data Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Bronze Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Sponsor Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Exhibitors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 The 2020-2021 ACG Atlanta Board of Directors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

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M&A SOUTH 2021 CHAIRMAN’S WELCOME Welcome to M&A SOUTH 2021, formerly the Atlanta ACG Capital Connection Conference. This is the 19th year of the premier sourcing, networking and educational event for dealmakers in the Southern U.S. The planning committee has been working since last August to assemble the components to bring this conference to the merger and acquisition community. We are looking forward to providing an opportunity for conference participants and sponsors to both fill their pipelines and to sharpen their expertise through speakers, breakout panels and other educational items.

While this year’s event will look different, it will still provide meaningful conversations and connections. We have an outstanding lineup of speakers and thought leaders for this event, including our keynote conversation around private equity, the Atlanta Hawks and community support with Tony Ressler, Grant Hill, John Hope Bryant and Sam Johnson.

We will have panels highlighting Cross Border M&A, Trends in Healthcare, thoughts from our Corporate Development communty, our Annual Debt Market Update, and the ever popular panel on M&A Trends. Additional content on tax changes and the impacts of the new administration will also be available. Our panelists are sure to deliver great insight for you to take back to your clients and customers.

As you have seen, you can schedule one-on-one meetings through our easy-to-use platform. Your calendar is open for meetings from 7am-7pm on Monday and Tuesday.

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Alongside the private meetings, we will have informationrich content sessions, followed by live Q&A with our thought leaders. Our great panels will be available for you to view afterwards just in case you miss any of it!

New this year, we have invited students and faculty of the Atlanta University Center to join our conference. This gives all attendees the ability to educate and network with Atlanta’s diverse community of students. This is an ongoing initiative of ACG Atlanta to connect and educate the next generation of graduates to the Mergers & Acquisitions community here in the South.

With a shift to a fully virtual event this year, make sure to drop in to see our Private Equity and Investment Bank exhibitors during their Office Hours. This is a great way to make an introduction or find out what deals are in the hopper. Firms have also been adding great content for you to access.

We hope that you will spend some time at our closing happy hour with Jim Furyk. Close out the two days of the conference with cocktails from Atlanta’s own Post Meridiem and toast to a great 2021. We remain indebted to our sponsors, many of whom have supported this event for more than a decade. On behalf of the M&A SOUTH committee and ACG Atlanta, I hope you will find this event a great way to jumpstart your pipeline for 2021.

Welcome.

Steve Tye

Managing Director, Croft & Bender Chair, M&A SOUTH 2021

A WORD FROM THE ACG ATLANTA CHAIRMAN OF THE BOARD Welcome and thank you for attending M&A SOUTH 2021. The ACG Atlanta Board of Directors and I look forward to hearing about the great business value and expansion of your professional networks you will gain by participating in this virtual event.

ACG’s global mission is to drive middle market growth. Our organization is comprised of over 14,500 global members and Atlanta is one of the largest chapters, along with New York and Chicago. We consistently hear that M&A SOUTH, formerly the Atlanta ACG Capital Connection, is an essential start to each New Year. It serves as a key connection point for the deal-making community, both locally and nationally, through all of the people who participate year-after-year.

The relationships our attendees establish and build through Atlanta ACG events have a positive impact on their business and careers, and this year’s conference is certain to deliver that for you again.

ACG Atlanta continually strives to find new ways to drive middle market growth and promote networking within the deal community. The corporate or strategic buyers are a vital component of the deal ecosystem. Through content and one-onone meetings our attendees exchange ideas and make contacts to help continue the growth of the middle market here in Atlanta and the South.

This conference is one of many opportunities our members have to network with the “Who’s Who” of the Atlanta business community. With a membership base comprised of corporate leaders, investors, and consultants, the benefits of exchanging information, opportunities and growth strategies abound. We hope you will also join us at our next signature event, the ACG Atlanta Georgia Fast 40 celebration this summer to honor Georgia’s Fastest Growing Companies. We welcome you to join, attend our events, and become involved behind the scenes in committees as well.

Many thanks to the Chair of the 2021 M&A SOUTH conference, Steve Tye and to the entire committee for its great efforts in making this another “Must Attend Event” for the M&A community.

Very truly yours, Ann Cox Chairman of the Board, ACG Atlanta

FOR INFORMATION ABOUT ACG ATLANTA, PLEASE CONTACT: MELANIE BRANDT President & CEO

770-316-0528 | acgatlanta@acg.org

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COMMITTEE CHAIR:

COMMITTEE VICE CHAIR:

STEVE TYE Croft & Bender

JASON GOODE Alston & Bird

COMMITTEE MEMBERS: CHEVY ARNOLD EY

RETT PEADEN Smith, Gambrell, & Russell

MITCH BALLANTYNE Truist Securities

DAVID PHILLIPS Eversheds Sutherland

JACKSON BENDER IV Beecher Carlson

PATRICK PUTMAN CIBC Bank, USA

NATHAN CHILDERS Riveron

LUIS REYES Cherry Bekaert

ANN COX ACG Atlanta Board Chair

SCOTT RHODES Citizens M&A Advisory

JEFF CUNNINGHAM Parker & Poe

NICHOLAS RUETER Morris, Manning & Martin

JIM DOUGLASS Fulcrum Equity Partners

KENNETH SAFFOLD BlackRock

MICHELLE GALVANI Wildmor Realty

COLBY SCHWARTZ Fifth Third Securities

REESE HENSON Cadence Bank

JESSE SPELTZ Cabretta Capital

STEVE HUNTER TM Capital Corp.

ASHELY STEELE McGriff

VIRGINIA KISELJACK PNC Business Credit

BILL WADE Company.com

DOUG MCCARTNEY VRA Partners JOHN MCCARTY Star Mountain Capital CARDELL MCKINSTRY Aprio GINY MULLINS Linx Partners

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ACG Atlanta Staff: MELANIE BRANDT President & CEO GLORIA KANTOR Chapter Manager

OPPORTUNITIES FOR CONNECTING With the shift to a fully virtual format for 2021, Attendees have the opportunity to meet with each other via one-onone meetings, visiting with our Exhibitors and Sponsors during their office hours, and connecting via the chat during our content and Live Q&A Sessions.

WIRELESS SPONSOR Make sure to check out the welcome video from

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2021 CONFERENCE AGENDA

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Keynote

A C O N V E R S AT I O N W I T H

John Hope

BRYANT

Chairman and CEO Operation HOPE, Inc.

Tony

Grant

Ares Management & Atlanta Hawks Principal Owner and Chair

NBA Hall of Famer & Atlanta Hawks Vice Chairman

HILL

RESSLER

Sam

JOHNSON

EY Americas Vice Chair – Markets & Accounts

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JOHN HOPE BRYANT is an American entrepreneur, author, philanthropist, and prominent thought leader on

financial inclusion, economic empowerment and financial dignity. Mr. Bryant is the Founder, Chairman, and CEO of Operation HOPE, Inc., the largest non-profit, best-in-class provider of financial literacy, and economic empowerment services in the United States for youth and adults. He is also the Chairman and CEO of Bryant Group Ventures, and Founder and Principal of The Promise Homes Company, which is the largest minority-controlled owner of single-family rental homes in the U.S.

John Hope Bryant is named as one of Atlanta Business Chronicle’s “The Power 100: Most Influential Atlantans of 2020”, and Atlanta Business Chronicle’s “Most Admired CEOs” in 2018, American Banker magazine’s 2016 “Innovator of the Year”, and one of Time magazine’s “50 Leaders for the Future.” The last five United States Presidents have recognized his work, and he has served as an advisor to the last three sitting U.S. Presidents from both political parties. He is responsible for financial literacy becoming the policy of the U.S. federal government. He has received hundreds of awards and citations for his work, including Oprah Winfrey’s Use Your Life Award, and the John Sherman Award for Excellence in Financial Education from the U.S. Treasury. Mr. Bryant also received an honorable mention in Inc. magazine’s “The World’s 10 Top CEOs” article that spotlights global servant leaders as the visionaries behind some of the most successful organizations.

John Hope Bryant is author of the bestsellers; The Memo: Five Rules for Your Economic Liberation (Berrett-Koehler, September 2017), How the Poor Can Save Capitalism: Rebuilding the Path to the Middle Class (Berrett-Koehler, 2014), and LOVE LEADERSHIP: The New Way to Lead in a Fear-Based World (Jossey-Bass, 2009). His most recent book Up From Nothing: The Untold Story of How we (All) Succeed, will be published October 6, 2020. He is one of the only bestselling authors on economics and business leadership in the world today who happens to also be African-American.

GRANT HILL is one of the most accomplished NBA and college players of his generation and will be inducted into

the Naismith Basketball Hall of Fame’s 2018 class. The seven-time NBA AllStar and two-time NCAA Champion has made the successful transition from 19 years as a professional athlete to leadership in business along with several television broadcasting roles.

Shortly after he entered the NBA in 1994, Grant established Hill Ventures, a private company through which he has successfully invested in commercial real estate ventures including several multi-family complexes and other commercial real estate in Florida, Arizona, North Carolina and Washington, D.C. Grant is a featured speaker before business, academic and large sales audiences addressing a range of topics including the NBA, the importance of teamwork, the private equity business, art, music and contemporary culture.

Grant also has significant and important broadcasting roles with CBS Sports, Turner Sports and NBATV. In 2015, Grant was added as a game analyst for the NCAA Final Four and National Championship game. He joined Bill Raftery and Jim Nantz to call games together throughout the tournament. Additionally, Grant has substantial on-site responsibilities during the TNT broadcast of the NCAA March to the Final Four and their coverage of the NBA Playoffs. He is also the co-host of NBA Inside Stuff on NBA TV, spanning the NBA regular season. Grant is also a studio analyst on NBA TV’s GameTime. During those broadcasts, Grant opines on issues of the past week in the NBA and provides contemporaneous commentary on that night’s 10-12 NBA games while in progress. Grant also serves as an occasional studio analyst on TNT’s Inside the NBA. Prior to the NBA, Grant was two-time national champion at Duke University. He spent four years playing for the Blue Devils and was inducted into the Duke Athletics Hall of Fame Class of 2016 for his contributions to the program. Grant was named the 2017 recipient of the NCAA President’s Gerald R. Ford Award, recognizing his significant leadership as an advocate for college sports.

Hill lives in Orlando with his wife, Tamia, a 7-time Grammy-nominated singer, and their two daughters.

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SAM JOHNSON is EY’s Americas Vice Chair of Markets and Accounts. He leads EY’s growth strategy by engaging

and motivating 71,000 people to drive top-line growth and propel the EY brand in the market. With more than 25 years of experience, Sam has served in various positions, successfully growing and transforming the business of EY. Most recently, Sam was Vice Chair and Southeast Region Managing Partner at EY, where he oversaw more than 5,000 professionals across six US states, the Caribbean and Puerto Rico. Under his leadership, the Southeast Region led the Americas in growth in FY18.

Sam is a member of the firm’s US Executive Board and the EY Americas Operating Executive. His innovation and keen business insights will continue the growth of the firm’s capabilities and support the global organization’s ambition of becoming the leading global professional services provider by 2020.

From his tenure as EY Americas Risk Management and Internal Controls Services Leader, Sam has an in-depth knowledge around risk management compliance and internal control programs. He has also served as Accounts and Business Development Managing Partner, as well as Advisory Managing Partner for EY’s Northeast Region.

As an advocate for early childhood education, Sam pursues his passion by contributing time to several community boards and mentoring with Big Brothers Big Sisters. Sam and his wife, Stefanie, reside in Atlanta and have three children: Jordan, Justin and Jason.

TONY RESSLER is Co-Founder and Executive Chairman of Ares Management Corporation, a publicly traded,

leading global alternative asset management firm. With approximately $190 billion in AUM as of December 31, 2020.

Ares operates three investment groups that invest in credit, private equity and real estate. Ares has approximately 1,200 employees with over 20 offices across the United States, Europe, Asia and Australia. Mr. Ressler has served on several boards of directors of companies owned or controlled by Ares investment funds.

In the not-for-profit sector, Mr. Ressler serves as as Co-Chair of the Board of the Los Angeles County Museum of Art (LACMA) and one of the founders and former member of the board of the Painted Turtle Camp (affiliated with Paul Newman’s Hole in the Wall Association), which serves children dealing with chronic & life-threatening illnesses by providing old-fashioned camping experiences. Mr. Ressler also served as a member of the Board of Directors of the Cedars-Sinai Medical Center.

In the public education sector, Mr. Ressler is a Founder and former Chairman of the Alliance for College Ready Public Schools. Since 2004, the Alliance has grown to 28 free, public middle and high schools serving approximately 13,000 students from LA’s poorest communities with historically underperforming schools. Four Alliance schools have been named California Distinguished Schools, and three are ranked in the top 10 of all Los Angeles Unified School District schools. More than 90% of Alliance graduates have gone on to college.

In June 2015, Mr. Ressler led the acquisition of the Atlanta Hawks Basketball Club and serves as its Principal Owner and Chairman of its Board of Advisors. Mr. Ressler also serves at a Senior Advisor to the Hawks Foundation, a not for profit organization focused on building bridges with the metro Atlanta community through basketball.

Mr. Ressler received his B.S.F.S. from Georgetown University’s School of Foreign Service and received his MBA from Columbia University’s Graduate School of Business.

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Happy Hour with

Jim Furyk RYDER CUP CAPTAIN PROFESSIONAL GOLFER

Kip Plowman, Chief Practice Officer

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One of the PGA TOUR’s most recognizable and talented golfers, JIM FURYK was born on May 12, 1970 in West Chester, Pennsylvania. It seems like Furyk was born to play golf; his father Mike as an assistant pro at Edgmont Country club, and young Jim was raised into the game. Jim Furyk’s only golf instruction came from his father; and many note that might account for his unusual—yet effective—swing. In addition to Edgmont Country Club, Mike Furyk also served as head pro at Uniontown Country Club.

Jim Furyk took that homegrown golf talent to play at the University of Arizona in Tuscon, where he was an All-American twice. He also led the Wildcats to their first (and thus far only) NCAA title in 1992. That same year, Furyk turned professional and the rest, as they say, is history. He joined the PGA TOUR in 1994 and has won at least one tournament each year between 1998 and 2003.

His streak took a little bit of a hit in 2004 when Furyk missed three months due to surgery to repair cartilage damage in his wrist. He soon came back into top form finishing a career-high second on the money list in 2006. Furyk truly hit his stride in 2010, winning a career-best three tournaments on the PGA TOUR that year. The most notable victory was the season-ending Tour Championship. That victory earned him the 2010 FedEx Cup. His stellar performance in 2010 won him both the PGA Player of the Year and PGA TOUR Player of the year.

Career Highlights 16-Time PGA TOUR Champion Including: • • • • • • • • • • • • • • •

2003 U.S. Open 2010 TOUR Championship 2010 Transitions Championship 2010 Heritage 2x Grand Slam of Golf Champion (2003, 2008) 3 International Victories 2010 Fed Ex Cup Champion 2010 PGA TOUR Player of the Year 2010 PGA of America Player of the Year 15 Consecutive US National Teams 9x Ryder Cup Team Member 7x Presidents Cup Team Member 4th on the All-Time PGA TOUR Career Earnings List One of just three players to finish inside the Top-15 of the Fed Ex Cup Standings in each of the first four seasons of the Playoff 6th Player in PGA TOUR history to shoot 59 – second round 2013 BMW Championship

Jim Furyk’s trademark looping golf swing and his deliberate approach to the game have earned him nicknames like “The Grinder” and “The Businessman.” His father Mike Furyk encouraged his son’s unusual swing; he didn’t want to change what felt natural and comfortable. History has gone to show that Furyk’s swing has been a great asset to his success on the PGA TOUR.

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**PLEASE NOTE ALL TIMES ARE EASTERN STANDARD TIME**

MONDAY, FEBRUARY 22 7:00AM-7:00PM: • One-on-One Meetings 9:00AM • New President Means New Tax Laws: What does this Mean for Transactions?

• Office Hour: Frazier & Deeter 10:00AM • Office Hour: Cherry Bekaert, Generational Group, Insperity, & Warren Averett 11:15AM • Office Hour: Fifth Third, Riveron, Sapling Financial, & TM Capital 11:30AM • Welcome Message 11:45AM • Debt Market Update: Liquidity, Optimism, and the Rise of Resilience 12:30PM • Performance Improvement: A Focus on Revenue Growth & Optimization • Office Hour: LBMC 1:30PM • Corporate Development: Strategic Acquisitions are Zooming Along • Office Hour: Cadence Bank, EY, IMB Partners, VRA Partners 2:30PM • Office Hour: Croft & Bender, Northcreek Mezzanine 3:00PM • Healthcare: Corporate Ventures and Partnerships are Rising to the Occasion 3:30PM • Office Hour: Moore Colson, Route 2 Capital, Troutman Pepper 4:00PM • Open Zoom Networking

Please find more detail about our esteemed panelists and moderators on our Speakers Page.

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**PLEASE NOTE ALL TIMES ARE EASTERN STANDARD TIME**

TUESDAY, FEBRUARY 23 7:00AM-7:00PM • One-on-One Meetings 8:00AM • Welcome Message 8:15AM • Women’s Forum Morning Networking 9:00AM • Office Hour: Bravaldo Capital Advisors, Carousel Capital, Carr Riggs & Ingram, Eagle Merchant Partners 10:00AM • Annual M&A Update: Deal Flow During a Season of Distinction, Who will Come Out on Top? 11:00AM • Office Hour: Five Points Capital, Star Mountain Capital 11:30AM • Keynote: A Conversation with Tony Ressler, Grant Hill, John Hope Bryant, & Sam Johnson 12:30PM • PEER Roundtable session (INVITATION ONLY) • Office Hour: GenNX360 12:45PM • Office Hour: McGriff , Transom Capital 1:00PM • Cross Border M&A: Globalization in Reverse, Hitting the Brakes, or Accelerating...Where Does International M&A Go From Here?

2:00PM • Reverse Capital Connection 2:30PM • Office Hour: Aprio 3:30PM • The Human Factor: Optimizing Portfolio Return with Disruptive Approaches to Human Capital 4:35PM • Happy Hour with Jim Furyk Please find more detail about our esteemed panelists and moderators on our Speakers Page.

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Debt Market Update: Liquidity, Optimism, and the Rise of Resilience

SPONSORED BY:

Frank H. “Bo” Briggs, Croft & Bender Mr. Briggs’ investment banking practice is focused on merger & acquisition and private debt and equity advisory services. Since joining Croft & Bender in 1998, he has completed numerous M&A and private capital transactions for middle market companies. Mr. Briggs’ primary banking focus is on the industrial, business service industries, and consumer, and his clients include private equity funds, public and private companies and family-owned businesses.

As a member of the General Partner of C&B Capital, the private equity affiliate of Croft & Bender, Mr. Briggs also has experience on the principal investing side of the business, including serving on the board or as a board observer for multiple C&B Capital portfolio companies. Prior to joining Croft & Bender, Mr. Briggs worked in the corporate banking division of SunTrust Banks, Inc. and at the Breckenridge Group, Inc., an Atlanta-based M&A boutique.

Mr. Briggs received a B.S. in Commerce with a concentration in Finance from the University of Virginia.

Hazen Dempster, Troutman Pepper Hazen Dempster has more than 30 years’ experience in structuring, negotiating and closing corporate financing transactions in a broad range of matters, including asset-based financings and multinational syndicated financings. Hazen’s finance experience includes asset-based loans, factoring facilities, crossborder financing, loan restructurings and workouts, debtor-in-possession loans, mezzanine loans, syndicated loans, and term and revolving loans, among others. He has represented banks and other financial institutions, as well as borrowers and issuers across diverse industries, including energy and natural gas, manufacturing, paper, telecommunications, restaurant and food, retail, and media. His lender representations focus on asset-based lending while his borrower representations focus on broadly syndicated revolving credit and term loans. His understanding of financings from both the lender and borrower perspectives enables him to find practical solutions to issues that result in favorable outcomes for all parties to the transaction. Hazen received his B.A and Juris Doctor from the University of Virginia.

Reese Henson, Cadence Bank Reese Henson is a Senior Vice president with Cadence Bank. He has 10 years of banking experience, the majority of which have been spent working with companies in the lower middle market. His primary focus at Cadence Bank is provide working capital and/or growth capital to companies with $50-500 million in revenue in a variety of industries. Reese has extensive experience with private equity sponsored transactions, cash flow lending, and acquisition financing.

Kenneth Saffold, Blackrock Kenneth Saffold is a Director and South Region Head of the U.S. Private Capital Group at BlackRock, the largest institutional asset management firm in the United States. In this role Kenneth provides private equity and debt to middle-market companies for M&A transactions throughout the region. He was part of the team at Tennenbaum Capital Partners that sold to BlackRock in 2018. Prior to his current role Kenneth spent 8 years as a Senior Vice President at GE Capital and prior to that worked in Investment Banking at Goldman Sachs and Citigroup where he started his career. Kenneth currently serves as a Member of the Atlanta Zoo Council and serves on the Board of Directors for Northside Youth Organization (NYO). He has formerly served on the Emory Board of Visitors (Chair) and a Member of Leadership Atlanta. Kenneth is a frequent speaker and panelists for various finance organizations including the Association for Corporate Growth (ACG), Health South Connect, and Capital Roundtable of New York. Kenneth received his MBA from The Wharton School at the University of Pennsylvania and his BA from Morehouse College. Kenneth lives in Atlanta with his wife Akilah and two kids, Kenneth (KJ) and Eva, age 10 and 6.

Moderator: Mary Beth Coke, Truist Securities Mary Beth Coke is the head of the Commercial Community Bank Syndicated & Leveraged Finance (SLF) Team. Mary Beth joined Truist Securities in 2004 and was most recently a Director in AFES where she focused on underwriting leveraged finance transactions for healthcare clients. Prior to joining AFES, Mary Beth was in Portfolio Management, and she also worked with the predecessor team to AFES which supported middle market, sponsor-backed companies and covered multiple industries including Consumer Retail, Financial Services, Post-Secondary Education, Transportation and Business Services. She brings 16 years of deep experience in credit analysis, along with existing knowledge of the leveraged finance market. Mary Beth is a Georgia Tech graduate where she received a B.S. in Management with a concentration in International Affairs. As a Georgia native, Mary Beth likes being active, playing guitar and spending time on two wheels when she’s not enjoying time with her family.

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Corporate Development: Strategic Acquisitions are Zooming Along

SPONSORED BY:

Gary Denning, GCP Applied Technologies Gary Denning is currently the Interim Head of Corporate Development for GCP Applied Technologies, a global provider of construction products and technologies that include admixtures and additives for cement and concrete and high-performance waterproofing and specialty construction products. He has had interim and advisory roles for a variety of chemical, building product and packaging companies over the last four years. He previously was the VP and Head of Corporate Development and M&A at Axiall Corporation, a $5 billion revenue Atlanta-based public company that produced chemicals and building products. Gary was a member of the executive team that led the sale of the company to Westlake for $3.8 billion. Prior to the sale of the company, Gary led the refining of the portfolio by selling off four non-core divisions. Gary also worked with Lone Star Funds to acquire Arclin Inc., a $500 million industrial company in Roswell, GA and has been on the Board for the past three years. He has served on three other Boards in recent years. Prior to joining Axiall, Gary spent 17 years in investment banking at Chase Manhattan Bank, Bear Stearns and Houlihan Lokey. He has worked on over 170 M&A transactions over the past twentyfive years. Gary has a BA from Duke University, an MBA from Fordham University and a MA from Emory University.

Dax Jarnagin, Argenbright Holdings Dax Jarnagin leads M&A at the Argenbright Group, a domestic workforce solutions platform with current focus on aviation services and facilities maintenance.

Prior to a recent divestiture, the Argenbright Group managed +$1B in revenue at the end of 2020, over 3X its revenue in 2018. Before joining the Argenbright Group, Dax worked in middle market M&A advisory on deals of a variety of industries and sizes, after starting his career with a Big 4 Accounting firm. Dax has 3 children, and has lived abroad in both France and Madagascar.

Jonathan Lanken, Cox Communications Jonathan Lanken is an Executive Director of M&A at Cox Communications, the largest private telecom company in America, serving six million homes and businesses across 18 states. He is responsible for developing and executing strategic transactions for Cox Communications covering a wide variety of TMTrelated verticals. Prior to joining Cox, Jonathan was senior financial advisor to clients in the TMT sector at a number of leading international advisory firms, including Perella Weinberg Partners, Lazard Freres and Nomura International. Jonathan holds a BA from Harvard College.

Dustin Renn, Paya Dustin Renn has a wealth of experience establishing and leading accretive M&A strategies and execution, in addition to deep knowledge of integrated payments and software. As Head of Paya’s Corporate Development and M&A function, he supports Paya’s growth strategy though the identification, evaluation and execution of strategic partnerships and mergers and acquisitions. Dustin has more than 20 years of payments and software experience across strategy consulting, investment banking, private equity and corporate development roles and served in senior roles at Cardlytics, Greater Sum Ventures, Equifax and Global Payments. His early career includes Financial Institutions investment banking with Goldman Sachs & Co and strategy roles with Capital One, and Booz Allen Hamilton. He holds an MBA from the University of Virginia’s Darden Graduate School of Business and a B.S. in Economics from Vanderbilt University.

Moderator: David Phillips, Eversheds Sutherland David Phillips has more than 20 years of experience—both in private practice and as a senior legal officer for a large, publicly traded manufacturer of chemicals and building products. Mr. Phillips advises clients on a broad range of corporate governance matters and complex business transactions, including mergers and acquisitions, divestitures, strategic investments, capital formation, debt and equity restructurings, and securities offerings. David’s extensive experience includes counseling companies operating in the manufacturing, technology and distribution sectors on their most strategically significant matters, including advising some of the nation’s leading chemical, building products and consumer goods companies in connection with their acquisitions and dispositions. He also regularly represents private equity funds in their portfolio investments as well as sponsors in connection with fund formation and regulatory matters affecting funds and fund sponsors.

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M&A Deal Trends Update: Deal Flow During a Season of Distinction. Who will Come Out on Top?

SPONSORED BY:

Stephen Carr, Citizens M&A Advisory Stephen joined Bowstring Advisors, which was acquired by Citizens Capital Markets, in 2011 and is a member of the IT & Professional Services and Software team. Prior to joining the team, Stephen was at SunTrust Robinson Humphrey. Stephen is a graduate of Washington and Lee University.

D’Andre Davis, Select Interior Concepts D’Andre leads Corporate Strategy, M&A and Supply Chain/Transportation at Select Interior Concepts, Inc. (Nasdaq: SIC). At SIC, he has sourced, structured, and led due diligence of M&A targets. Prior to SIC, D’Andre was responsible for leading operational improvement and restructuring and turnaround engagements at Huron (Nasdaq: HURN) - serving in interim management roles and project management office (PMO) leader. He holds certifications as a Certified Turnaround Professional (CTP) and Certified Insolvency & Restructuring Advisor (CIRA). Prior to Huron, D’Andre worked as a management consultant at Morris Anderson & Associate, where he served in advisory and interim management roles including interim Chief Financial Officer and Senior Vice President of Operations. Previously, D’Andre worked at InterContinental Hotels Group underwriting and structuring hotel investments in North America.

He also worked at Citigroup in its Corporate and Investment Bank as part of the Financial Entrepreneurs Group, where he structured leverage buyouts for private equity clients across a variety of industries. He began his career at Ford Motor Company as a product design engineer for the Ford Explorer and Lincoln car programs. D’Andre holds a Bachelor of Science in Mechanical Engineering from the University of Michigan and a Masters of Business Administration in Finance from the Wharton Business School.

Anthony Hauser, MSouth Equity Partners Mr. Hauser re-joined MSouth as a Vice President in 2017 and was promoted to Principal in 2019. Prior to re-joining MSouth, Mr. Hauser was most recently Chief Financial Officer at OmniTrail Technologies, a venture-backed telecommunications start-up. Prior to OmniTrail, Mr. Hauser was employed by MSouth where he worked for four years. Before joining MSouth in 2011, Mr. Hauser was an Associate at Genstar Capital. Prior to joining Genstar Capital, Mr. Hauser was an Analyst in the Mergers & Acquisitions group at JP Morgan.

Phil Theodore, McGriff, Seibels & Williams, Inc Phil Theodore joined McGriff after practicing law as a transactional and corporate lawyer for more than 40 years. He practiced with King & Spalding in Atlanta from 1981 through 2003. After leaving King & Spalding, he served as the General Counsel of three well-known Atlanta public companies. During his career, Mr. Theodore participated in scores of public and private M&A transactions, either as outside counsel or as the General Counsel of his company. His experience includes buy- and sell-side transactions for public and private companies in a wide variety of industries.

Brendan Thomas, Troutman Pepper Brendan Thomas represents public and private companies in mergers and acquisitions in a broad range of industries. He has significant experience with private equity financings and representing financial institutions in capital raising activities, mergers and acquisitions, and bank regulatory matters. Brendan assists clients, including public and private companies, private equity investment firms, financial institutions, fintech and other financial services companies with mergers and acquisitions and general corporate law matters. As part of the full range of services he provides, Brendan advises clients on structural issues and reviews, as well as prepares and negotiates purchase agreements and various ancillary documents in connection with mergers and acquisitions.

In addition, he focuses on assisting community banks with bank regulatory matters, assisting publicly and privately held businesses with public offerings and private placements of debt and equity securities, and representing public companies in SEC reporting, corporate governance and compliance matters.

Moderator: Mike Dunkle, Riveron Bio

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Cross Border M&A: Globalization In Reverse, Hitting The Brakes, or Accelerating...Where Does International M&A Go From Here?

SPONSORED BY:

Yelena Epova, Aprio Yelena is the partner-in-charge of Aprio’s International Services practice. She specializes in advising domestic and international companies on international tax issues and tax planning strategies regarding inbound and outbound operations. She also assists clients with domestic tax issues by providing tax planning and compliance services. Yelena is an active member in many professional organizations, including the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants, where she participated in the Leadership Development Program. She also sits on the Board of Trustees for the Atlanta Ballet and is a member of the Aprio Board. Yelena is former chair of the board of the Georgia Council for International Visitors and chair of the 2013 Consular Ball. She is a graduate of the 2011 Leadership Atlanta program and received the Metro Atlanta Chamber’s 2011 Global Impact Award for Service Providers on behalf of Aprio.

Rob Hong, Sapling Financial Consultants Rob Hong is a co-founder and the CEO of Sapling Financial Consultants, a Toronto based consultancy providing financial modelling and data analytics services to private equity firms and midmarket businesses. Sapling works closely with entrepreneurs and C-suite executives across North America to create robust financial models and KPI dashboards tailored to their needs, to enable leaders to make decisions with clarity and confidence. Previously, Rob worked at Artemis Investment Management, a $2 billion Bay Street investment firm, where he developed deep financial modelling skills through researching over 100 publicly-traded companies. He also oversaw more than $150 million of client money. After three years at Artemis, Rob joined KPMG LLP as a Senior Consultant in their Strategy & Operations group. There, he applied his modelling skills to a high profile engagement while deepening his expertise in database analytics. Later, Rob joined Bell Canada Finance, supporting the Wholesale business unit, where he helped build many of the financial models setting wholesale pricing on big deals with telecom resellers. Rob is a CFA charterholder and holds a Master of Finance from Queen’s University.

Sean McKinnon, Novacap Sean joined Novacap as the Head of Business Development in 2018 and leads origination efforts for the firm’s three sector focused fund strategies. Sean received his BA (Honours) from Queen’s University, his LL.L and J.D. from the University of Ottawa Law School. Sean was called to the bar in Ontario and is a member of the Law Society of Ontario. Prior to joining Novacap, Sean was the Co-Head of the M&A Practice at BFL Canada. Sean also worked as a lawyer in the Business Law Group at a global law firm, where his practice focused on mergers and acquisitions and public and private financings. Sean then transitioned to the insurance industry where he worked for a large global insurer. Sean is very active in the Private Equity and M&A space in Canada and sits on the ACG Toronto Board, Co-Chairs the ACG Young Professionals Committee and is Vice Chair of the CVCA Awards Committee.

Allen Raines, Cambridge Global Payments Allen is a National Accounts Manager with Cambridge Global Payments. He has worked in the cross-border payments and currency risk management industry for 10 years, helping companies create more efficient processes and protecting their bottom lines with innovative risk management solutions. Based in Atlanta, Allen’s focus is on helping clients and partners grow their businesses internationally, and to streamline their payment and risk management process.

Mark Woods, Cathay Capital Private Equity Mark Woods is a Partner of Cathay Capital, a leading international investment platform focused on the expansion and transformation of middle-market companies in North America, Europe and China. Mark is Head of North American Private Equity at the firm, and he has originated, executed and led post-closing activities for many of Cathay’s pioneering North America private equity transactions while deepening Cathay Capital’s presence in the North American market. He is currently Chairman of the Board of Innovative Ergonomic Solution, Innovation Motion Technologies, while serving as a Director of several other portfolio companies including Artisanal Brewing Ventures. Prior to joining Cathay, Mark was at Chartwell Investments and at JPMorgan’s Mergers and Acquisitions Group where he executed transactions across various sectors. Mark started his career with Procter & Gamble in various operational finance positions. Mark graduated from Miami University in Oxford, Ohio with a B.S. in Finance and Human Resources Management. He also holds an MBA from the Harvard Business School.

Moderator: Rett Peaden, Smith, Gambrell & Russell Rett Peaden is a Partner in the Corporate Practice of Smith, Gambrell, and Russell LLP, where he focuses on helping clients with mergers and acquisitions.

He serves as a counselor and strategist at each step of the M&A process, from the letter of intent through post-closing integration, to help clients buy, sell, form, and fund businesses. He has successfully represented clients in a diverse range of industries including manufacturing, professional services, health care and technology, and has extensive experience working with international clients, especially from Canada, Australia, Germany, and Japan. In addition to a traditional law school degree, Rett earned an advanced degree in Taxation. His expertise in tax strategies helps his clients achieve their goals, whether forming an investment partnership, structuring a deal, advising a closely-held family enterprise, or setting-up an international in-bound investment opportunity. Rett earned a B.A. degree in philosophy from Emory University, where he was in the Phi Sigma Tau Philosophy Honor Society and won the Byzantine History Award. He received a J.D. from Vanderbilt University Law School, where he was President of Colloquy, a student organization that invites outside speakers to campus. His LL.M. in Taxation is from the University of Florida.

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The Human Factor: Optimizing Portfolio Return with Disruptive Approaches to Human Capital

SPONSORED BY:

Susan Beth, NRD Capital Susan E. Beth, CFE, CM&AA, is Chief Operating Officer of NRD Capital. As such, she is primarily charged with fund management, portfolio company oversight, executive recruitment and deal sourcing. Susan was previously the Chief Operating Officer of Super Wash, Inc., the nation’s largest franchisor of self-serve car washes. Susan is a past member of the Board of Directors of the International Franchise Association (IFA), and she is a professional motivational speaker. Susan has been immersed in business operations for 30+ years. She took her leap into business ownership when she bought her first franchise at the age of 19. She went on to acquire two more locations and was a multi-unit franchisee for 9 years. In 2012, Susan founded the Franchise Capital Exchange event. Susan received the IFA’s prestigious Bonny LeVine Award in 2012; she is the proud recipient of the 2013 Crystal Compass presented by the Women’s Franchise Committee; she was featured in the January 2011 issue of Franchise Times as one of the “20 to Watch”; was named by 1851 Magazine as a “Young One to Watch” in 2016; was named a 2017 “Emerging Leader” by The M&A Advisor; Susan was named a 2018 “Influential Woman in Business” by the Chicago Daily Herald; and was selected as one of 2019’s “Most Influential Women in Middle Market M&A” by Mergers & Acquisitions Magazine.

Keith Schroeder, High Road Keith Schroeder is the founder and CEO of High Road Craft Ice Cream, the nation’s largest and fastest growing craft ice cream manufacturer, with products distributed nationwide. His company has been recognized on the Inc 5000 for five consecutive years, along with numerous press accolades and awards for entrepreneurial excellence. Keith is also an accomplished chef and cookbook author, having won a James Beard Award for his recent cookbook, Mad Delicious, The Science of Making Healthy Food Taste Amazing. High Road was born in 2010, on the heels an Executive MBA business plan project at Kennesaw State University, and Schroeder has emerged as a passionate mentor to emerging and early stage entrepreneurs. Schroeder is a voice for authenticity, craftsmanship, and celebration of global cultures and cuisines, and integrates this passion into High Road every day. He enjoys playing guitar with the amp cranked up, and challenging the status quo. He is a father of two: a son Jackson, who studies opera at Boston Conservatory, and a daughter Madison, who is a fellow entrepreneur and graduate of Georgia State University. Schroeder’s wife, Nicki, is the co-founder and Chief Marketing Officer of High Road.

Dan Udoutch, RSquared Dan Udoutch is a passionate chief executive officer (CEO) and multi-time industry leader who has brought multiple successful technology innovations to market. Dan has deep experience in enterprise sales, marketing, professional services, and partnerships. He has led organizations ranging from startups to enterprises with annual revenues of more than $250 million. Currently co-founder and CEO of RSquared, an artificial intelligence (AI) pioneer in the Workforce Intelligence market, Dan was previously CEO of Alpine Data Labs, an AI/ML platform firm he positioned for a successful exit via M&A to Tibco. Prior to that, he was CEO and president of Code Green Networks, a data-loss prevention company that he established as a leader in the healthcare vertical and led to a successful M&A to Digital Guardian. Dan has held prior executive roles at NavTeq, Netscape and Commerce One.

Moderator: Michael Lipe, Insperity Michael Lipe is the Managing Director of Brand & Marketing Strategy at Insperity. He joined Insperity in 2012 and has the privilege of serving an outstanding team of marketing professionals charged with generating value-based sales opportunities, driving customer engagement, and elevating the overall Insperity brand in the marketplace, all guided by a deep commitment to market research and analytical decision-making. He also serves as an industry director on the board of the Employee Services Assurance Corporation (ESAC) which serves the PEO industry as the Gold Standard for accreditation, best practices and financial reliability. Passionate about entrepreneurship, innovation and continuous learning, Michael is committed to Insperity’s mission to help businesses succeed so communities prosper.

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Healthcare: Corporate Ventures and Partnerships are Rising to the Occasion

SPONSORED BY:

Jeff Graff, Advent Health Jeffrey E. Graff, CFA serves as Vice President of Treasury and Strategic Investments for AdventHealth (“AH”), a multi-state, not-for-profit health system based in Altamonte Springs, FL. In this role, Mr. Graff has responsibility for managing AH’s capital structure and debt issuance strategy, managing investor and rating agency relationships, providing oversight and management of all commercial and investment banking relationships, and leading the treasury operations and merchant services team. In addition, Mr. Graff leads AH’s strategic investment team and portfolio, which includes equity investments in healthcare related companies. Mr. Graff currently serves as a board member for Ascension Ventures, a St. Louis based strategic healthcare venture fund, serves on the Limited Partner Advisory Committee for Alta Partners, a San Francisco based healthcare venture fund, and is on the investment committee for Lift Orlando, a community based non-profit aimed at breaking the trend of chronic poverty in downtown Orlando. Prior to joining AH in March 2014, Mr. Graff was a senior vice president with the Healthcare and Institutions group at Bank of America Merrill Lynch. In addition, he previously served in the capacity as a healthcare portfolio manager with SunTrust’s Corporate and Investment Banking division and began his career as a restaurant analyst at Lehman Brothers.

Mr. Graff graduated with honors from the University of Central Florida with a Bachelor of Science degree in Finance and is a Charter Financial Analyst charter holder. Mr. Graff and his wife, both native Floridians, reside in Maitland and are the proud parents of Alexis and Brandon.

Todd Latz, GoHealth Urgent Care Todd Latz has been the CEO of GoHealth for the past 6 years and together with his team has grown it from 7 to approximately 160 on-demand care centers across 10 states through a unique, partnership-oriented model. GoHealth offers a true omnichannel experience utilizing its award-winning, efficient and highly accessible centers alongside its fully integrated virtual care platform to both consumers and a fast-growing number of employers. GoHealth centers deliver unparalleled experiences through an innovative and effortless customer journey that is seamlessly integrated into the broader continuum of care through its partnerships with leading health systems, such as Northwell Health in New York, Dignity Health in California, Mercy in Missouri, Oklahoma and Arkansas, Hartford HealthCare in Connecticut, Novant Health in North Carolina, Legacy Health in Oregon and Washington and most recently ChristianaCare in Delaware. Prior to joining GoHealth, Todd was the CEO of MedQuest, Inc., a leading owner, operator and manager of diagnostic imaging facilities, with over 75 centers in 8 states and multiple health system joint ventures. Under Todd’s leadership, MedQuest also provided management and billing services to integrated health systems, physician practices and ambulatory surgery centers. Over the past 15 years, Todd has led over 40 acquisitions, divestitures, joint ventures and other strategic transactions. Before joining MedQuest, Todd practiced law at King & Spalding LLP in Atlanta, Georgia, where he focused on public and private company securities matters, mergers and acquisitions, corporate governance and capital raising transactions. Todd graduated summa cum laude from Duke University and was awarded a post-graduate Fulbright Scholarship where he was affiliated with the Universität Leipzig in Germany.

Todd received his JD from the University of Virginia School of Law and was a member of the Virginia Law Review and Order of the Coif.

J. Mark Ray, Alston & Bird Mark Ray is chair of Alston & Bird’s Health Care Group, which includes teams of corporate, FDA, health policy, and health care compliance lawyers. He concentrates his practice primarily on complex public and private company mergers and acquisitions and corporate financing transactions for clients in the health care sector. While Mark is an experienced corporate transactional lawyer, he has developed additional proficiency in the unique laws, regulations, risks, and market pressures affecting health care companies. In particular, he is experienced in structuring public and private transactions and joint ventures to comply with the federal Stark II law, the anti-kickback laws, federal and state licensure requirements, and the corporate practice of medicine doctrine.

When representing medical device and pharmaceutical companies, he applies an understanding of the intersection of FDA regulation, IP law, and health care regulatory issues affecting these companies. In addition to his transactional practice, Mark also advises clients on a broad range of legal issues, such as formation, securities law compliance, corporate governance, and fiduciary duties.

Moderator: Rich Bayman, H2C Mr. Bayman has assisted many prominent healthcare organizations across the country in the design and execution of strategic advisory and capital financing assignments. His direct financing and advisory experience includes both public and private debt and equity offerings, as well as acquisition, divestiture and joint venture transactions for health systems, home health organizations, laboratory businesses, imaging companies and other ancillary service providers. Mr. Bayman has completed mergers and acquisitions engagements totaling over $10 billion and over $5 billion in capital markets transactions. His current and recent clients include, among others, Novant Health (NC), Bon Secours Mercy Health (OH), Catholic Health Initiatives (CO), AdventHealth (FL), Seattle Children’s Health System (WA), Prisma Health (SC), Henry Ford Health System (MI) and Sentara Health (VA). Prior to the formation of H2C, Mr. Bayman spent almost eight years with Shattuck Hammond Partners, where he was most recently a Managing Director. Mr. Bayman started his investment banking career with SG Cowen & Company in the Mergers & Acquisitions group. Prior to attending graduate school, Mr. Bayman worked for over seven years for GE Capital, where he completed the Management Development Program and held various roles in operations, risk management, marketing and business development. Mr. Bayman received a B.A. degree in Economics from the University of Connecticut and a Masters of Business Administration from the Goizueta School of Business at Emory University, where he graduated beta gamma sigma. Rich resides with his wife and two children in Atlanta, Georgia.

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PLATINUM SPONSOR

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Introducing Truist Securities

Experience.

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America’s newest investment banking firm may be the best of all possible worlds.

Truist Securities, a new force in corporate and investment banking, has been created by combining SunTrust Robinson Humphrey and BB&T Capital Markets.

Built on 125 years of trusted investment banking experience, Truist Securities is an affiliate of Truist Bank, the nation’s sixth-largest bank. Comprehensive industry and product expertise is combined with a hands-on, full-service, collaborative approach. Every day, Truist Securities tailors solutions based on each client’s strategic advisory, mergers and acquisitions, and capital markets needs. As a client, you get the scale and resources of a large firm, with the agility and flexibility that’s so critical in business today.

To learn more and see some examples of those we’ve helped, visit truistsecurities.com.

© 2021 Truist Financial Corporation. Truist and Truist Securities are service marks of Truist Financial Corporation. All rights reserved. Truist Securities is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank, Member FDIC.

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MARKETPLACE SPONSOR

Protect your investment From change management to employer-related compliance, there are a lot of moving parts to the human capital piece of an M&A deal.

See how you can minimize risks and maximize your investment with the Insperity® Capital Growth Program, where human capital meets private capital.™ Insperity is proud to be endorsed by ACG as the preferred human resources solution for middle market companies.

FULL-SERVICE HR | EMPLOYEE BENEFITS | HR TECHNOLOGY

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GOLD SPONSORS

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CPAs & Advisors with Your Growth in Mind No matter where you want to take your business, you need a resourceful and innovative partner to steer you in the right direction. Let Cherry Bekaert guide you forward to your growth destination through advisory, tax and assurance services, including: ` Transaction & Deal Advisory ` Valuation ` Compensation & Benefits

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Atlanta Practice 1075 Peachtree Street NE, Suite 2200 Atlanta, GA 30309 | 404.209.0954 cbh.com Atlanta | Austin | Charlotte | Greenville | Hampton Roads | Nashville Orlando | Raleigh | Richmond | South Florida | Tampa | Washington DC

Ashley Steele

Phil Theodore

McGriff is proud to be a sponsor of M&A South 2021.

McGriff.com

We look forward to connecting with you!

Proud Sponsor of

M&A South 2021 Atlanta • Austin • Jacksonville • London • Los Angeles • Miami Munich • New York • Southampton • Washington, D.C. sgrlaw.com

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SILVER SPONSORS

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Experience a smoother path to value.

Successful transactions require a true understanding of your goals and an independent perspective throughout the process. From pre-deal strategy through closing and post-transaction realization, Aprio

advisors use a holistic approach. We go beyond routine financial, tax

and information technology due diligence to limit risk and ensure a more efficient transaction process that creates lasting shareholder value.

For more information, contact: Michael Levy

Partner-in-Charge, Private Equity Services michael.levy@aprio.com

770.353.7168

Cardell McKinstry

Partner, Private Equity Services cardell.mckinstry@aprio.com

770.353.2760

Learn more at Aprio.com

WHEN YOU NEED CAPITAL THAT GOES BEYOND,

WE GET THE DEAL DONE. _

PNC BUSINESS CREDIT | Acquisition. Expansion. Recapitalization. Turnaround. Today, realizing your vision requires capital that goes beyond the numbers, beyond borders and beyond traditional asset-based lending. You can count on our expertise and resources to help you realize your vision for tomorrow. Mid-size companies and private equity firms alike count on our consistency and track record of performance year after year to get their deals done.

Learn more at www.pnc.com/donedeal, or contact Virginia Kiseljack at 404-202-6556 or virginia.kiseljack@pnc.com.

ASSET-BASED LENDING

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JUNIOR SECURED LENDING

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PNC is a registered mark of The PNC Financial Services Group, Inc. (“PNC”).

Lending products and services are provided by PNC Bank, National Association (“PNC Bank”), a wholly-owned subsidiary of PNC and Member FDIC. Asset–based lending is provided by PNC Business Credit, a senior secured lending division of PNC Bank, and its subsidiaries. In Canada, the Canadian federally regulated branch of PNC Bank, PNC Bank Canada Branch provides various bank products and services. Deposits with PNC Bank Canada Branch are not insured by The Canada Deposit Insurance Corporation or by the United States Federal Deposit Insurance Corporation. In the UK, lending products are provided by PNC Financial Services UK Ltd., which is an indirect wholly-owned subsidiary of PNC Bank.

Lending and leasing products and services, as well as certain other banking products and services, require credit approval. ©2021 The PNC Financial Services Group, Inc. All rights reserved.

CIB BC PDF 0519-0162-1260402

Trusted Advisors with Entrepreneurial Roots.

VRA Partners is an Atlanta-based, independent investment bank providing M&A, capital raising and strategic advisory services to leading middle-market companies and private equity firms.

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CONTENT SPONSORS

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© 2021 EYGM Limited. All Rights Reserved. EYG no. 008732-20Gbl 2010-3600156 BDFSO ED None

Focused on your needs Local knowledge.

Global reach.

Global 20 Firms ranked 10th in the world based on broadest global reach and most significant international matters – Law360, 2019

Among Top 20 Law Firms Best at Innovation – BTI Consulting Group, 2019

14th ranking in the 2020 Acritas Global Elite Law Firm Brand Index – Acritas, 2020

Awarded Law Firm of the Year – Legal Business Awards, 2020

Named Most Innovative Law Firm – ALM Georgia Legal Awards, 2020

When you’re analyzing PE investments, can you be sure of what you’re looking at?

eversheds-sutherland.com © Eversheds Sutherland Ltd. 2021. Attorney Advertising.

Fifth Third Capital Markets proudly sponsors ACG Atlanta M&A South.

Colby Schwartz Managing Director, Financial Sponsors Group 678-237-4378 – Colby.Schwartz@53.com

Fifth Third Capital Markets is the marketing name under which Fifth Third Bank, National Association, and its subsidiary, Fifth Third Securities, Inc., provide certain securities and investment banking products and services. Fifth Third Capital Markets offers investment banking, debt capital markets, bond capital markets, equity capital markets, financial risk management, and fixed income sales and trading. Fifth Third Bank provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/ SIPC, a registered broker-dealer and registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Securities and investments offered through Fifth Third Securities, Inc.: Are Not FDIC Insured

Offer No Bank Guarantee

Are Not Insured by any Federal Government Agency Services and activities offered through Fifth Third Bank, National Association Services and activities offered through Fifth Third Securities, Inc

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May Lose Value Are Not a Deposit

AVOID RISKS. MAXIMIZE VALUE. Activate an integrated diligence approach for a 360-degree view on your deal.

TRANSACTION SERVICES

FINANCE | TAX | OPERATIONS | TECHNOLOGY

LE ARN MORE AT RI VE RON.COM

Growing with you.

We are proud to support ACG M&A South 2021.

At Troutman Pepper, we believe our value lies in how our highly skilled and integrated team can use its collective knowledge to guide you through your most important issues. troutman.com Troutman Pepper Hamilton Sanders LLP

LANYARD SPONSOR INVESTED IN THE MIDDLE MARKET DHG is a leading professional services firm offering assurance, tax and advisory services to clients nationwide and internationally. We leverage extensive knowledge, experience and presence within the middle market, providing a resourceful, one-stop source at any stage of the transaction lifecycle for private equity groups, portfolio companies and companies that may be acquired or sold. DHG’s professionals are passionate about providing an unparalleled client experience as we listen, innovate and act to help our clients.

Assurance / Tax / Advisory / dhg.com © 2021 Dixon Hughes Goodman LLP. All rights reserved. DHG is registered in the U.S. Patent and Trademark Office to Dixon Hughes Goodman LLP.

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WIRELESS SPONSOR

2020 ACG Ad_Qtr Page.indd 1

1/13/2020 9:25:01 AM

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SHOESHINE SPONSOR

Partner with a top ranked CPA and advisory firm with over 40 years of experience in buy-side and sell-side transaction services.

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CHARGING SPONSOR

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WOMEN’S NETWORKING A CUSTOMIZED, VALUE-ADDED APPROACH FOR EVERY DEAL Our advisory team participated in more than 140 transactions last year valued at over

$3 BILLION.

Let us help you find the right solution for your deal. We’re here for you.

Hanny.Akl@warrenaverett.com | 205.769.3306 Matt.Goldin@warrenaverett.com | 770.393.6387 Daniel.Valle@warrenaverett.com | 205.769.3345

www.warrenaverett.com

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COMMUNITY WORTH CONNECTING

T H E POWER OF C O M M U N I TY I S MO R E IMPORTANT TH A N E VE R .

Empower yourself and your business. Join ACG today and gain the strength of thousands of middle-market allies. Learn more and sign up/apply for membership with your local chapter today at ACG.org. Or inquire directly at membership@acg.org.

© 2021 Association for Corporate Growth. All Rights Reserved.

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BRONZE SPONSORS

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is proud to sponsor

M&A SOUTH 2021 JASON GOODE Vice Chair

MARK RAY Panelist, Health Care

www.alston.com

YOUR AMBITION OUR FINANCIAL EXPERTISE POSSIBILITY REIMAGINED

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Add us to your team today.

COMMERCIAL BANKING CAPITAL MARKETS PRIVATE WEALTH

Corporate Finance | Capital Markets | M&A Advisory |Treasury & Risk Management Loans subject to credit approval. The CIBC logo is a registered trademark of CIBC, used under license. © 2021 CIBC Bank USA.

©2021 Citizens Financial Group, Inc. All rights reserved. Banking products and services are offered

by Citizens Bank, N.A. Member FDIC. Securities products and services are offered through Citizens Capital Markets, Inc., Member FINRA, SIPC. Citizens is a brand name of Citizens Bank, N.A.

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For 25 years, Croft & Bender has provided superior M&A, private capital raising, and financial advisory services to middle-market and emerging growth companies. Below are select transactions completed in 2020.

C&B Client

Buyer / Investor / Target

Business Description TriLink Saw Chain is a leading global provider of chainsaw replacement parts and accessories.

Industrial

ARP is a leading installer of insulation and other specialty products.

Industrial

Acousti is a leading subcontractor of interior finish solutions, specializing in acoustical ceilings and walls.

Industrial

Mountain Express Oil is a leading provider of fuels, lubricants and other non-fuel products.

Industrial

Business Services

Business Services

Business Services

Pinnacle is a leading multi-channel provider of transaction document creation and distribution.

ESS is a leading tech-enabled services company in the employment screening industry.

Aqua Smart is a leading producer of treatment chemicals for the drinking water market.

Grayshift provides mobile forensic access and extraction solutions for law enforcement, national defense and the intelligence community.

Technology

Vision is a leading provider of end-to-end Managed Mobility Services and Mobile Telecom Expense Management to companies nationwide.

Technology

Sacred Journey Hospice is a leading hospice provider in Georgia.

Healthcare

Project Sail

Sail is a leading, tech-enabled provider of healthcare financing solutions.

Undisclosed Buyer

Ridge is a leading provider of diversified insurance brokerage services.

Undisclosed Buyer

Healthcare

Project Ridge Business Services

Project Tide Technology

Tide is a leading provider of integrated, tech-enabled sales and marketing Undisclosed Buyer execution solutions.

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41

SPONSOR DIRECTORY

42

Atlanta ACG M&A SOUTH 2021 SPONSOR DIRECTORY Aprio

Five Concourse Parkway, Suite 1000 Atlanta, GA 30328 Website: www.aprio.com Contact: Michael Levy - Partner Phone: 770-353-7168 Email: michael.levy@aprio.com

Alston & Bird

Citizens M&A Advisory (formerly Bowstring Advisors) 3550 Lenox Road Three Alliance Center, Suite 1200 Atlanta, GA 30326 Website: www.bowstringadvisors.com

Contact: Jim Childs – CEO of M&A Advisory Phone: 404-461-4602 Email: jchilds@bowstringadvisors.com

One Atlantic Center 1201 W Peachtree Street Suite 4900 Atlanta, GA 30309 Website: www.alston.com

Croft & Bender LP

Cadence Bank

Contact: Christian Given – Director of Business Development Phone: 404-328-4837 Email: cgiven@croft-bender.com

Buckhead Tower at Lenox Square 3399 Peachtree Road Suite 1900 Atlanta, GA 30326 Website: www.cadencebank.com Contact: Reese Henson – Senior Vice President Phone: 404-266-4404 Email: reese.henson@cadencebank.com

Carr, Riggs & Ingram

4004 Summit Boulevard NE Suite 800 Atlanta, GA 30319 Website: www.cricpa.com Contact: Jeff Hawkins - Partner Phone: 770-394-8000 Email: jhawkins@cricpa.com

Cherry Bekaert

1075 Peachtree Street Suite 2200 Atlanta, GA 30309 Website: www.cbh.com Contact: Beth Turner - Partner Phone: 404-209-0954 Email: bturner@cbh.com

CIBC Bank USA

4401 Northside Parkway NW Suite 395 Atlanta, GA 30327 Website: www.croft-bender.com

CrossLink

1800 Beaver Ridge Circle Norcross, GA 30071 Website: www.crosslinklifesciences.com Contact: Dan Bauer – CFO Phone: 404-320-6018 Email: dan.bauer@crosslink1.com

Dixon Hughes Goodman LLP

191 Peachtree Street NE, Suite 2700 Atlanta, GA 30303 Website: www.dhg.com Contact: Blythe McAulay - Chief of Staff, DHG Private Equity Phone: 704-452-8031 Email: blythe.mcaulay@dhg.com

Ernst & Young LLP

55 Ivan Allen Jr. Blvd Suite 1000 Atlanta, GA 30308 Website: www.ey.com Contact: Chevenry Arnold – EY Private, Private Equity Board Member, Entrepreneur Of The Year® Program Director Phone: 404-817-5980 Email: chevenry.arnold@ey.com

The Forum at West Paces 3290 Northside Parkway NW 7th Floor Atlanta, GA 30327 Website: https://us.cibc.com/en/commercial.html

Contact: Ashley Scott – Tax Partner, Central Region Private Equity Tax Leader Phone: 404-817-4222 Email: ashley.scott@ey.com

Contact: Patrick Putman – Managing Director Phone: 404-926-2431 Email: patrick.putman@cibc.com

Contact: Jason Thibo – Strategy & Transactions Partner Phone: 404-817-5436 Email: jason.thibo@ey.com

43

Atlanta ACG M&A SOUTH 2021 SPONSOR DIRECTORY Eversheds Sutherland

McGriff

Contact: David Phillips - Partner Phone: 404-853-8158 Email: davidphillips@eversheds-sutherland.com

Contact: Ashley Steele – Marketing Account Executive Phone: 704-661-6722 Email: Ashley.Steele@mcgriff.com

Fifth Third Securities

Moore Colson, CPAs and Advisors

Contact: Colby Schwartz – Managing Director, Sponsor Coverage Phone: 678-237-4378 Email: Colby.schwartz@53.com

Contact: Tim Ayres – Partner, Transaction Services Phone: 770-989-0028 Email: tayres@moorecolson.com

999 Peachtree Street NE Suite 2300 Atlanta, GA 30309 Website: www.eversheds-sutherland.com

3344 Peachtree Road Suite 900 Atlanta, GA 30326 Website: www.53.com

Frazier & Deeter

1230 Peachtree Street NE Suite 1500 Atlanta, GA 30309 Website: www.frazierdeeter.com Contact: Bob Woosley Phone: 404-573-4144 Email: bob.woosley@frazierdeeter.com

Fulcrum Equity Partners

5555 Glenridge Connector, Suite 930 Atlanta, GA 30342 Website: www.fulcrumep.com Contact: Jim Douglass - Partner Phone: 770-551-6300 Email: jd@fulcrumep.com

Generational Group

14241 Dallas Parkway, Suite 700 Dallas, TX 75254 Website: www.generational.com Contact: Lisa Lippe – Director of Buyer Services Phone: 214-912-7484 Email: llippe@generational.com

Insperity

19001 Crescent Springs Kingwood, TX 77339 Website: www.insperity.com/acg Contact: Katie Davis, Senior Business Development Phone: 281-312-7650 Email: katie.davis@insperity.com

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3400 Overton Park Drive SE Suite 300 Atlanta, GA 30330 Website: www.mcgriff.com

600 Galleria Parkway SE Suite 600 Atlanta, GA 30339 Website: www.moorecolson.com

Contact: Josh Thomas – Partner, Transaction Services Phone: 770-989-0028 Email: jthomas@moorecolson.com

Nperspective CFO & Strategic Services 941 W. Morse Blvd Suite 100 Winter Park, FL 32789 Website: www.nperspective.com

Contact: C. Russell Slappey, CFA – CEO & Managing Partner Phone: 407-679-7600 Email: rslappey@npcfo.com

PNC Business Credit

1075 Peachtree Street NE, Suite 1900 Atlanta, GA 30309 Website: www.pnc.com Contact: Virginia Kiseljack- SVP – Senior Business Development Officer Phone: 404-202-6556 Email: virginia.kiseljack@pnc.com

Riveron

1180 Peachtree Street NE Suite 1950 Atlanta, GA 30309 Contact: Nathan Childers – Managing Director Phone: 404-334-7027 Email: Nathan.Childers@riveron.com

Atlanta ACG M&A SOUTH 2021 SPONSOR DIRECTORY Sapling Financial Consultants, Inc 290 Caldari Road, Mailbox 207 Vaughan, ON L4K 4J4 Canada Website: www.saplingfinancial.com Contact: Rob Hong - CEO Phone: 416-625-2633 Email: rob@saplingfinancial.com

Smith, Gambrell & Russell, LLP Promenade, Suite 3100 1230 Peachtree Street NE Atlanta, GA 30309 Website: www.sgrlaw.com

Contact: Rett Peaden, Esq. Phone: 404-815-3712 Email: rpeaden@sgrlaw.com

Troutman Pepper

600 Peachtree Street NE Suite 3000 Atlanta, GA 30308 Website: www.troutman.com Contact: Andrea Farley - Partner Phone: 404-885-3139 Email: andrea.farley@troutman.com Contact: Harris Winsberg - Partner Phone: 404-885-3348 Email: harris.winsberg@troutman.com

Truist Securities

3333 Peachtree Road NE Atlanta, GA 30326 Website: https://www.truistsecurities.com/ Contact: Mitch Ballantyne - Director Phone: 404-439-7380 Email: mitch.ballantyne@truist.com

VRA Partners, LLC

3630 Peachtree Road NE, Suite 1000 Atlanta, GA 30326 Website: www.vrapartners.com Contact: Doug McCartney – Managing Director Phone: 404-835-1006 Email: djmcartney@vrapartners.com

Warren Averett CPAs and Advisors 6 Concourse Parkway Suite 600 Atlanta, GA 30328 Website: warrenaverett.com

Contact: Matt Goldin – Partner Phone: 770-393-6387 Email: matt.goldin@warrenaverett.com

45

P R E S E N T E D BY

M&A SOUTH 2021 Investor Profile Report

P R E S E N T E D BY

February 22-23, 2021 46

Glossary Business Description: A description of the firm’s primary type, preferences and location. PitchBook is an impartial information provider and will remove promotional language.

All investments by industry: Graph of transactions by industry, represented in the PitchBook Platform. This breakdown is based on primary industries of the portfolio/serviced companies.

Assets under management (AUM): The amount of money that the investor manages for clients based on number of currently-managed funds.

Specific to Lender Profiles Total debt financings: The number of entities identified by PitchBook that received debt financing from the firm in the last five years.

Active private equity investments: The number of active companies in the investor’s current portfolio identified by PitchBook in the last five years. This includes add-on transactions.

Target debt financing amount: Preferred amount of debt typically provided by the firm in a transaction.

Specific to Service Provider Profiles

Total private equity investments: The total number of companies in the investor’s portfolio, identified by PitchBook in the last five years. This includes add-on transactions.

Total transactions: The number of transactions identified by PitchBook that the firm has provided service on in the last five years.

Target EBITDA: Preferred EDITDA range targeted for investment.

Total companies serviced: The number of unique companies the firm has provided service to in the last five years, identified

by PitchBook.

Target revenue: Preferred revenue range targeted for investment.

Preferred investment amount: Preferred investment amount range that the firm typically invests in a transaction.

Total investors serviced: The number of unique investors identified by PitchBook that the firm has provided service to in the last five years.

Recently closed investments: The top five recent investments or transactions serviced identified by PitchBook.

Target EBITDA: The EBITDA range for buy-side and sell-side target companies.

Most recent closed fund (Type, Size, Vintage): The most recently closed fund (The fund is no longer in a fundraising state and is not accepting additional commitments) identified by PitchBook.

Evergreen funds are not included.

Target transaction amount: The transaction amount range for buy-side and sell-side companies.

Disclaimer: This information is currently published in the PitchBook Platform or was provided by the firm for this conference.

2

47

EXHIBITOR

PAGE #

EXHIBITOR

PAGE #

Alston & Bird. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Generational Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Aprio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Genesis Capital, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Bravaldo Capital Advisors . . . . . . . . . . . . . . . . . . . . . . . 52

GenNx360. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Cadence Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

IMB Partners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Carousel Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Insperity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Carr Riggs Ingram. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Kian Capital Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Cherry Bekaert. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Kirtland Capital Partners . . . . . . . . . . . . . . . . . . . . . . . . 79

CIBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

LMBC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Citizens M&A Advisory. . . . . . . . . . . . . . . . . . . . . . . . . . 59

Mazzone & Associates . . . . . . . . . . . . . . . . . . . . . . . . . . 81

CRI Capital Advisors. . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

McCarthy Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Croft & Bender LP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

McGriff Seibels & Williams, Inc. . . . . . . . . . . . . . . . . . . . 83

CrossLink. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Moore Colson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Dixon Hughes Goodman . . . . . . . . . . . . . . . . . . . . . . . . 63

Morgan Stanley Capital Partners. . . . . . . . . . . . . . . . . . 85

Eagle Merchant Partners . . . . . . . . . . . . . . . . . . . . . . . . 64

Northcreek Mezzanine Fund . . . . . . . . . . . . . . . . . . . . . 86

Eversheds Sutherland. . . . . . . . . . . . . . . . . . . . . . . . . . . 65

NPerspective CFO & Strategic Services. . . . . . . . . . . . . 87

EY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

O2 Investment Partners, LLC . . . . . . . . . . . . . . . . . . . . . 88

FD Fund Administration. . . . . . . . . . . . . . . . . . . . . . . . . 67

PNC Business Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Fifth Third. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Ridgemont Equity Partners . . . . . . . . . . . . . . . . . . . . . . 91

Five Points Capital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

River Associates Investments, LLC. . . . . . . . . . . . . . . . . 92

Frazier & Deeter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Riveron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Fulcrum Equity Partners. . . . . . . . . . . . . . . . . . . . . . . . . 72

Route 2 Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

48

EXHIBITOR

PAGE #

Sapling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Silver Oak Services Partners, LLC. . . . . . . . . . . . . . . . . . 96 Smith Gambrell & Russell. . . . . . . . . . . . . . . . . . . . . . . . 97 Star Mountain Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Third Century Investment Associates. . . . . . . . . . . . . . . 99 TM Capital. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Transom Capital Group . . . . . . . . . . . . . . . . . . . . . . . . 101 Trinity Hunt Partners. . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Troutman Sanders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103 Truist Securities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 VRA Partners, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

49

Last Updated: 05-Feb-2021 pbId: 10100-71

Generated by PitchBook

Alston & Bird | Law Firm Profile General Information Description Founded in 1982, Alston & Bird is a law firm headquartered in Atlanta, Georgia. The firm provides legal advisory services on transactions related to acquisitions and divestitures, mergers, leveraged buyouts, going-private transactions, strategic alliances, and joint ventures. The various industries that the firm caters to include energy, financial services, consumer products, healthcare, real estate, insurance, technology, environment, and media. The firm represents a wide variety of companies ranging from Fortune 500 corporations, closely-held companies, private equity sponsors, investment banks, and special committees.

Website www.alston.com Year Founded 1982 Entity Types

Law Firm Private Company Acquirer

Legal Name

Alston & Bird LLP

Service Provider Type

Law Firm

Employees

800

Service Breakdown

Serviced Companies: 275 Serviced Deals: 273 Serviced Investors: 221

Contact Information Primary Contact

Primary Office

Jonathan Edwards

One Atlantic Center, 1201 West Peachtree Street

Partner jonathan.edwards@alston.com Phone: +1 (404) 881-4985

Suite 4900 Atlanta, GA 30309 United States Phone: +1 (404) 881-7000 Fax: +1 (404) 881-7777

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Preferred Fund Types

Agriculture, Automotive, Beverages, Biotechnology, Buildings and Property, Capital Markets/Institutions, Chemicals and Gases, Commercial Banks, Construction and Engineering, Consulting Services (B2B), Electrical Equipment, Electronics (B2C), Environmental Services (B2B), Food Products, Government, Healthcare Services, Human Capital Services, Industrial Supplies and Parts, Insurance, Internet Service Providers, IT Services, Legal Services (B2B), Logistics, Marine, Marine, Medical Supplies, Movies, Music and Entertainment, Oil and Gas Equipment, Pharmaceuticals, Real Estate Investment Trusts (REITs), Real Estate Services (B2C), Retail, Security Services (B2B), Specialized Finance, Telecommunications Service Providers

Asia, Europe, United States

Acquisition Financing, Add-on, Asset Acquisition, Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Bonds, Buyout/LBO, Carveout, Corporate Divestiture, Corporate Licensing, Debt General, Distressed Acquisition, Dividend Recapitalization, Early Stage VC, IPO, Joint Venture, Later Stage VC, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Privatization, Public Investment 2nd Offering, Public to Private, Recapitalization, Second Lien, Secondary Transaction - Private

AdTech, Beauty, CleanTech, Cybersecurity, E-Commerce, Internet of Things, Life Sciences, Manufacturing, Mobile, Oncology, SaaS

Buyout, Growth/Expansion, Hedge Fund, Real Estate - General, Venture - General

50

Last Updated: 21-Dec-2020 pbId: 42434-02

Generated by PitchBook

Aprio (Atlanta) | Financing Advisory Profile General Information Description Established in 1952, Aprio is a full-service business advisory firm based in Atlanta, Georgia. The firm additionally provides services in areas of assurance, tax, and outsourcing. Aprio offers analytics, business valuation, financial consulting, litigation support and forensic accounting, retirement plan, succession planning, and transaction advisory services. The firm caters to the housing authorities, manufacturing and distribution, non-profit and education, professional services, real estate and construction, retail, technology, and title industry.

Website

www.aprio.com

Year Founded

1952

Entity Types

Financing Advisory Acquirer

Employees

550

Also Known As

Aprio

Service Breakdown

Formerly Known As

HA+W

Serviced Companies: 11 Serviced Deals: 3 Serviced Investors: 4

Legal Name

Aprio, LLP

Service Provider Types

Financing Advisory (Primary Type) Accounting/Auditor Management Consultants Other Service Provider Type Valuation Firm

Contact Information Primary Contact

Primary Office

Richard Kopelman

The Queen Building, 5 Concourse Parkway

Chief Executive Officer & Managing Partner richard.kopelman@aprio.com Phone: +1 (404) 989-8236

Suite 1000 Atlanta, GA 30328 United States Phone: +1 (404) 892-9651

Preferences Enterprise Value $5.00M - $250.00M

Transaction Amount $5.00M - $250.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Accounting, Audit and Tax Services (B2B), Accounting, Audit and Tax Services (B2C), Buildings and Property, Construction and Engineering, Distributors/Wholesale, Other Commercial Services, Private Equity, Real Estate Services (B2C)

United States

Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Buyout/LBO, Corporate Divestiture, Early Stage VC, IPO, Joint Venture, Later Stage VC, Merger of Equals, Merger/Acquisition, PE Growth/Expansion, Seed Round

Life Sciences, Manufacturing

51

Last Updated: 27-Jan-2020 pbId: 53409-25

Generated by PitchBook for Gloria Kantor, ACG

Bravaldo Capital Advisors | Investment Bank Profile General Information Description Bravaldo Capital Advisors is an Atlanta, Georgia based boutique mergers and acquisitions and corporate finance advisory firm.

Established in 2006, the firm offers a full range of transaction and advisory services, guiding clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring and corporate recapitalization. BCA serves lower middle market companies with revenues between $15M-100M. Website

www.bravaldocapitaladvisors.com

Year Founded

2006

Entity Type

Financing Advisory

Service Breakdown

Also Known As

BCA

Legal Name

Bravaldo Capital Advisors, Inc.

Serviced Companies: 22 Serviced Deals: 19 Serviced Investors: 2

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Contact Information Primary Office

Primary Contact Don Bravaldo III

2839 Paces Ferry Road, South East

Founder, President & Managing Partner dbravaldo@bc-advisors.com Phone: +1 (770) 599-7366

Atlanta, GA 30339

Suite 450 United States Phone: +1 (404) 857-2221 info@bc-advisors.com

Secondary Contact Charme Stuart Business Development Associate cstuart@bc-advisors.com Phone: +1 (404) 857-2221 #8

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Business Products and Services (B2B) Consumer Products and Services (B2C) Information Technology – IT Services Healthcare Industrials

None

Acquisition Financing, Asset Divestiture (Corporate), Buyout/LBO, Corporate Divestiture, Debt Refinancing, Management Buyout, Merger/Acquisition, PE Growth/Expansion, Recapitalization

E-Commerce Managed IT Services Manufacturing Industrials

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

52

Last Updated: 15-Jan-2021 pbId: 41053-96

Generated by PitchBook

Cadence Bank | Commercial Bank Profile General Information Description Cadence Bank N.A. is a regional commercial bank headquartered in Atlanta, GA. The bank provides commercial, personal, and business banking services and serves as a sound source of capital to small and middle-market businesses and commercial clients.

These services include savings products, debit cards, mortgage, investment services, and international banking services. Additionally, Cadence provides financial planning, retirement plan management, insurance, treasury, and wealth management services.

Website

www.cadencebank.com

Year Founded

2009

Entity Types

Commercial Bank Private Company Acquirer

Employees

1849

Service Breakdown

Serviced Companies: 138 Serviced Deals: 147 Serviced Investors: 2 Serviced Funds: 1

Also Known As

Cadence

Legal Name

Cadence Bank N.A.

Service Provider Type

Commercial Bank

Contact Information Primary Contact

Primary Office

Reese Henson

3399 Peachtree Road, 19th Floor

Senior Vice President, Middle Market C&I Banking Reese.Henson@cadencebank.com Phone: 404-266-4404

Atlanta, GA 30326 United States Phone: 404-760-7713 Fax: 404-239-8630

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Fund Types

Commercial Banks, Consumer Finance, Energy, Investment Banks, Life and Health Insurance, Multi-line Insurance, Other Financial Services, Other Healthcare Technology Systems, Real Estate Investment Trusts (REITs), Real Estate Services (B2C), Restaurants and Bars, Surgical Devices

United States

Acquisition Financing, Buyout/LBO, Debt - General, Loan, Revolving Credit Line, Senior Debt

Debt - General, Direct Lending

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

53

Overview

Based in Charlotte, North Carolina, Carousel Capital is a private investment firm that invests in companies located in the Southeastern United States. Carousel’s investor base includes institutional investors and an elite group of more than 100 current and former CEOs with deep connections in the region. Since its inception in 1996, Carousel has invested in 46 companies primarily in three targeted

Representative Sector Interests

Investment Criteria

growth sectors: business services; consumer services; and healthcare services.

CHARACTERISTICS

GEOGRAPHY

SIZE & TYPE

Strong management team

Platforms headquartered in Southeastern United States

Initial transaction size of up to $250 million

Add-on investments can be in any location

EBITDA of at least $3 million

Track record of growth Strategic market position Recession resistant

Management buyout or recapitalization

BUSINESS SERVICES

CONSUMER SERVICES

HEALTHCARE SERVICES

Tech-enabled services

Automotive Aftermarket

Medical data management

Data collection/management Distribution/logistics

Franchised consumer services

Outsourced hospital services

General outsourced services

Niche packaging solutions

Environmental services

Revenue cycle management

Industrial services

Dental products and services

Services to higher education

Medical distribution

Software as a service LIQUIDITY & GROWTH CAPITAL Rationalize shareholder base

Partnership with Carousel

Pharmacy services

Diversify risk and personal net worth Facilitate generational or management transfer Relieve personal guarantees on debt or real estate Accelerate organic growth through investments in corporate infrastructure Fund geographic expansion or new products/services Pursue add-on acquisitions

TEAM Managing Partners Charles Grigg

cgrigg@carouselcapital.com

Jason Schmidly jschmidly@carouselcapital.com Partners Peter Clark

pclark@carouselcapital.com

Al Welch

awelch@carouselcapital.com

Principal Adam Elmore

aelmore@carouselcapital.com

Vice Presidents Tyler Moses

tmoses@carouselcapital.com

Chris Wells

cwells@carouselcapital.com

Senior Advisor Nelson Schwab

nschwab@carouselcapital.com

To Discuss New Investment Opportunities, Contact: Carousel Capital Adam Elmore, Principal 201 N Tryon St. | Suite 2450 | Charlotte, NC 28202 carouselcapital.com 54 (704) 350-3220 | aelmore@carouselcapital.com 201 North Tryon Street | Suite 2450 | Charlotte, NC | 28202 | P: (704) 372-2040 | F: (704) 372-1040 | carouselcapital.com

First-Time Institutional Capital

Representative Investments

First-Time Institutional Capital

2020 | HQ: Birmingham, AL Leading provider of route-based commercial landscaping services, including landscape maintenance, irrigation services, seasonal color programs, design and installation, and facility services Add-On Criteria: Providers of landscaping services for commercial markets 2020 | HQ: Greensboro, NC Leading provider of supplier management, audit, recovery and compliance software and services to global Fortune 1000 companies

First-Time Institutional Capital Founder-Owned

2019 | HQ: Charlotte, NC Leading non-asset based logistics platform providing transportation management solutions via a national network of independent agents Add-On Criteria: Providers of truckload, LTL and intermodal freight brokerage 2019 | HQ: Pawley’s Island, SC Leading provider of high-touch specialty infusion services to patients with complex, acute, and chronic conditions Add-On Criteria: Providers of ambulatory and home infusion services 2019 | HQ: Birmingham, AL Leading provider of turnkey engineered solutions and services for mission-critical industrial processes Add-On Criteria: Highly engineered industrial equipment and service providers 2018 | HQ: Charlotte, NC Leading national provider of court reporting and litigation support services to law firms and corporate legal departments Add-On Criteria: Independent court reporting agencies 2017 | HQ: Charlotte, NC Leading provider of innovative solutions that enable better insurance underwriting and claims decisions. The CCG IQ brands specialize in HVAC, electronic claims, and underwriting inspections Add-On Criteria: Providers of claims investigation and loss control services 2016 | HQ: West Palm Beach, FL Leading provider of expedited and concierge travel document services and complementary solutions Add-On Criteria: Providers of passport/visa services for consumer/B2B markets

First-Time Institutional Capital Founder-Owned

2017 | HQ: Charlotte, NC Leading provider of ERP software that automates accounting, project management and media management for advertising agencies

First-Time Institutional Capital Founder-Owned

2016 | HQ: Atlanta, GA Provider of route-based fire protection services, including monitoring, inspection, maintenance and repair of fire detection and suppression products

First-Time Institutional Capital Founder-Owned

2014 | HQ: Montgomery, AL Leading provider of automotive collision repair services in the Southeastern United States

First-Time Institutional Capital Founder-Owned First-Time Institutional Capital Founder-Owned

First-Time Institutional Capital Founder-Owned First-Time Institutional Capital Founder-Owned

Selected Prior Investments

2020 | HQ: St. Petersburg, FL Leading tech-enabled provider of fraud claims investigation services, including field surveillance, digital fraud investigation and special investigations Add-On Criteria: Providers of claims investigation services

2013 | HQ: Manakin-Sabot, VA Leading provider of turnkey laundry facility management services for customers in the university and multifamily housing markets

First-Time Institutional Capital

2013 | HQ: Tampa, FL Leading mobile, telematics, and business process automation provider to the transportation industry, delivering real-time communications to thousands of fleets, brokers, and commercial vehicle drivers 2012 | HQ: Birmingham, AL Acquisition platform in the Southeastern U.S. and adjacent markets; largest independent operator of quick oil change and automotive service centers in the region with over 300 locations

First-Time Institutional Capital Founder-Owned First-Time Institutional Capital Founder-Owned

2006 | HQ: Lake Mary, FL Leading independent provider of specialty pharmacy services throughout the U.S., offering a range of clinical services to patients with complex chronic conditions 2006 | HQ: Charlotte, NC 55 AGDATA is a leading provider of database management, marketing program administration and data analysis services; MedData provides web-based transaction processing, eligibility verification, claims submission, encounter data management and other analytical services

Last Updated: 28-Sep-2020 pbId: 42871-60

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Carr, Riggs & Ingram | Accounting/Auditor Profile General Information Description Carr, Riggs & Ingram is an accounting and auditing firm founded in 1997 and based in Enterprise, Alabama. The firm provides auditing, accounting, valuations, business support, due diligence, business strategy, and planning, CRI caters to the agriculture, healthcare, biotechnology, insurance, manufacturing, transportation, government, consumer, cybersecurity, life sciences, infrastructure, and business services sectors.

Website

www.cricpa.com

Year Founded

1997

Entity Types

Accounting/Auditor Private Company Acquirer

Service Breakdown

Serviced Companies: 30 Serviced Deals: 35 Serviced Investors: 8

Also Known As

CRI

Legal Name

Carr Riggs and Ingram LLC

Service Provider Type

Accounting/Auditor

Contact Information Primary Contact

Primary Office

William Carr

901 Boll Weevil Circle

Founder, Managing Partner & Chairman, Executive Committee bcarr@cricpa.com Phone: +1 (334) 347-0088

Suite 200 Enterprise, AL 36330 United States Phone: +1 (334) 347-0088 Fax: +1 (334) 347-7650

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Accounting, Audit and Tax Services (B2B), Accounting, Audit and Tax Services (B2C), Agriculture, Biotechnology, Construction and Engineering, Consulting Services (B2B), Distributors/Wholesale (B2C), Education and Training Services (B2B), Educational and Training Services (B2C), Government, Information Technology, Insurance, Oil and Gas Equipment, Other Capital Markets/Institutions, Other Commercial Services, Pharmaceuticals, Real Estate Investment Trusts (REITs), Real Estate Services (B2C), Road

United States

Buyout/LBO, Corporate Divestiture, IPO, Merger/Acquisition, Recapitalization

Cybersecurity, Infrastructure, Life Sciences, Manufacturing, Oil & Gas

56

Last Updated: 23-Sep-2020 pbId: 12683-08

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Cherry Bekaert | Accounting/Auditor Profile General Information Description Founded in 1947, Cherry Bekaert is an accounting firm headquartered in Richmond, Virginia. The firm specializes in tax, accounting, assurances, wealth management, and consulting services. Cherry Bekaert caters to technology, healthcare, life sciences, retail, restaurants, government contracting, real estate, construction, manufacturing, distribution, financial institutions, colleges, and universities.

Website www.cbh.com Year Founded 1947 Entity Types

CPA/Consulting Firm

Employees

1250

Formerly Known As

Cherry, Bekaert & Holland

Legal Name

Cherry Bekaert LLP

Service Breakdown

Service Provider Type

CPA/Consulting Firm

Serviced Companies: Serviced Deals: Serviced Investors: Over the last 12 months: Worked with 200+ Private Equity firms 310 transactions representing $9.6B in transaction value

Contact Information Primary Contact

Primary Office

Scott Moss

200 South 10th Street

Transaction Advisory Group Leader and Private Equity Industry Practice Leader smoss@cbh.com Phone: +1 (704) 377-1678

Suite 900 Richmond, VA 23219 United States Phone: +1 (804) 673-5700 Fax: +1 (804) 673-4290

Preferences Preferred Industries

Preferred Deal Types

Preferred Verticals

Accounting, Audit and Tax Services (B2B), Aerospace and Defense, Application Software, Beverages, Buildings and Property, Business/Productivity Software, Clinics/Outpatient Services, Construction and Engineering, Consulting Services (B2B), Consumer Finance, Distributors/Wholesale, Financial Software, Food Products, General Merchandise Stores, Hospitals/Inpatient Services, Hotels and Resorts, Human Capital Services, Infrastructure, International Banks, Logistics, Machinery (B2B), Media and Information Services (B2B), Medical Supplies, National Banks, Other Business Products and Services, Other Capital Markets/Institutions, Other Commercial Banks, Other Commercial Products, Other Commercial Services, Other Consumer Durables, Other Consumer Non-Durables, Other Consumer Products and Services, Other Devices and Supplies, Other Financial Services, Other Healthcare, Other Healthcare Technology Systems, Other Information Technology, Other Restaurants, Hotels and Leisure, Other Retail, Other Software, Other Transportation, Practice Management (Healthcare), Private Equity, Real Estate Investment Trusts (REITs), Restaurants and Bars, Services (Non-Financial)

Buyout/LBO, IPO, Merger/Acquisition, PE Growth/Expansion, Public Investment 2nd Offering, Secondary Transaction - Open Market, Secondary Transaction - Private

Advanced Manufacturing, E-Commerce, EdTech, FinTech, Gaming, Industrials, Infrastructure, Life Sciences, Manufacturing, Mobile, SaaS

57

Last Updated: 04-Feb-2021 pbId: 41007-61

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CIBC Bank USA | Commercial Bank Profile General Information Description CIBC provides U.S. clients with tailored commercial, wealth management, personal and small business financial solutions, as well as cross-border banking services to clients with North American operations. As a leading commercial bank, CIBC offers custom lending, treasury management, capital markets and syndications solutions.

Website

us.cibc.com

Year Founded

1991

Entity Types

Commercial Bank Banking Institution

Service Breakdown

Also Known As

CIBC

Service Provider Type

Commercial Bank (Primary Type) Lender

Serviced Companies: 237 Serviced Deals: 242 Serviced Investors: 6 Serviced Funds: 5

Contact Information Primary Office

Atlanta Office

120 South LaSalle Street

The Forum at West Paces

Chicago, IL 60603

3290 Northside Parkway NW, 7th Floor

United States

Atlanta, GA 30327

Phone: +1 (312) 564-2000 info@cibc.com

Phone: +1 (404) 926-2431 patrick.putman@cibc.com

Preferences Transaction Amount $10.00M - $50.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Manufacturing, Business Services, Technology, Consumer Finance, , Other Financial Services, Real Estate Investment Trusts (REITs), Real Estate Services (B2C), Specialized Finance, Insurance

Great Lakes, Midwest Southeast New England Upper Midwest

Buyout/LBO, Debt - General, Debt - PPP, Debt Refinancing, Debt Repayment, Term Loan, PE Growth/Expansion, Revolving Credit Line, Secured Debt, Senior Debt

Commercial Real Estate Construction & Engineering Environmental Services Healthcare Innovation Insurance Security Industry

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

58

Last Updated: 1-Feb-2021 pbId: 41021-47

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Citizens M&A Advisory | Investment Bank Profile General Information Description Citizens M&A Advisory provides transaction planning and execution services to middle market companies globally, specializing in mergers and acquisitions, capital raises, and financial and strategic advisory. Citizens M&A Advisory combines sector intelligence, senior-level attention and a collaborative approach to achieve extraordinary outcomes for our clients. Citizens Financial Group, Inc. (NYSE: CFG) acquired Western Reserve, Bowstring Advisors and Trinity Capital to create the M&A Advisory group within Citizens Capital Markets.

Website

http://www.citizenscommercialbanking.com/maadvisory

Entity Types

Investment Bank Public Company

Also Known As

Citizens

Formerly Known As

Western Reserve, Bowstring Advisors and Trinity Capital

Service Provider Types

Investment Bank (Primary Type) Financing Advisory Other Consultant Type

Year Founded

2009

Employees

60+

Service Breakdown

Serviced Companies: 141 Serviced Deals: 147 Serviced Investors: 15

Contact Information Primary Contact

Primary Office

Scott Rhodes

Three Alliance Center

Managing Director scott.rhodes@citizensbank.com Phone: +1 (404) 461-4600

3500 Lenox Road NW, Suite 1200 Atlanta, GA 30326 United States Phone: +1 (404) 461-4600 mail@citizenscommercial.com

Preferences Enterprise Value $25.00M - $500.00M

Transaction Amount $25.00M - $500.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

8 core industry areas

United States

Add-on, Buyout/LBO, Debt - General, Early Stage VC, Investor Buyout by Management, Management Buyout, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Recapitalization, Senior Debt

59

Last Updated: 15-Feb-2021 pbId: 65264-68

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CRI Capital Advisors | Investment Bank Profile General Information Description Founded in 2005, CRI Capital Advisors is a mergers and acquisitions focused investment banking firm providing solutions to lowermiddle market companies. The firm has experience across a broad range of industries including: manufacturing, healthcare, business services, energy services and many others.

Website

www.criadv.com

Year Founded

2005

Entity Type

Investment Bank

Employees

7

Formerly Known As

Genesis Business Group

Service Breakdown

Legal Name

CRI Transaction Advisors LLC

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Serviced Companies: 20 Serviced Deals: 20 Serviced Investors: 1

Contact Information Primary Contact

Primary Office

Paul Evans

7035 Halcyon Park Drive

Vice President, Business Development paul@criadv.com Phone: +1 (334) 328-0988

Montgomery, AL 36117 United States Phone: +1 (334) 386-5240 info@criadv.com

Preferences Enterprise Value $5.00M - $100.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Agriculture, Apparel and Accessories, Chemicals and Gases, Commercial Products, Commercial Services, Commercial Transportation, Communications and Networking, Computer Hardware, Construction (NonWood), Consumer Durables, Consumer Non-Durables, Containers and Packaging, Energy Equipment, Energy Services, Exploration, Production and Refining, Forestry, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, IT Services, Media, Metals, Minerals and Mining, Other Business Products and Services, Other Consumer Products and Services, Other Energy, Other Healthcare, Other Information Technology, Other Materials, Pharmaceuticals and Biotechnology, Restaurants, Hotels and Leisure, Retail, Semiconductors, Services (Non-Financial), Software, Textiles, Transportation, Utilities

United States

Buyout/LBO, Merger/Acquisition, PE Growth/Expansion, Recapitalization

Big Data, Cybersecurity, ECommerce, Infrastructure, Life Sciences, LOHAS & Wellness, Manufacturing, SaaS

60

Last Updated: 15-Jan-2021 pbId: 11158-21

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Croft & Bender | Investment Bank Profile General Information Description Founded in 1996, Croft & Bender is an investment banking firm headquartered in Atlanta, Georgia. The firm is led by and comprised of principals from large, internationally recognized investment banks whose objective is to utilize their experience and relationships to assist middle market and emerging growth companies in achieving their financial and strategic goals. Croft & Bender focuses on M&A, capital raising and financial advisory services. Professionals on the team have completed over 1,000 corporate finance engagements in their careers, resulting in deep expertise across a broad set of industries and types of transactions. The team has significant experience working with founder, family-owned businesses in addition to companies backed by financial sponsors.

Website www.croft-bender.com Year Founded 1996 Entity Types

Investment Bank Investor

Legal Name

Croft & Bender LP

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Contact Information Primary Contact

Primary Office

Christian Given

4401 Northside Parkway

Director of Business Development cgiven@croft-bender.com Phone: +1 (404) 841-3131

Suite 395 Atlanta, GA 30327 United States Phone: +1 (404) 841-3131 Fax: +1 (404) 841-3135 info@croft-bender.com

Preferences Enterprise Value $30.00M - $300.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Distributors (Healthcare), Distributors/Wholesale, Distributors/Wholesale (B2C), Hospitals/Inpatient Services, Industrial Supplies and Parts, Internet Retail, Investment Banks, Managed Care, Media and Information Services (B2B), Other Capital Markets/Institutions, Other Commercial Products, Other Commercial Services, Other Communications and Networking, Other Consumer Products and Services, Other Healthcare Services, Other IT Services, Other Restaurants, Hotels and Leisure, Other Services (B2C Non-Financial), Pharmaceuticals, Practice Management (Healthcare), Private Equity, Restaurants and Bars, Telecommunications Service Providers

United States

Buyout/LBO, Corporate Divestiture, Debt - General, Debt Refinancing, Early Stage VC, Later Stage VC, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Recapitalization, Senior Debt

Adtech, Advanced manufacturing, Artificial intelligence and machine learning, B2B payments, Big data, Cleantech, Construction technology, Cybersecurity, Digital health, Ecommerce, Edtech, Fintech, Healthtech, HRtech, Industrials, Infrastructure, Manufacturing, Marketing tech, Mobile commerce, Real estate technology, Restaurant technology, SaaS (software as a service), TMT (technology, media, and telecommunications)

61

Last Updated: 08-Sep-2020 pbId: 170053-48

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CrossLink Life Sciences | Private Company Profile General Information Description Distributor of orthopedic and spine devices designed to provide services to the healthcare providers with a goal of improving patient outcomes. The company distributes orthopedic and spine devices and interconnected with distributors across the country enabling them to create integrated network of medical device distributors in the United States.

Entity Type Private Company Website

www.crosslinklifesciences.com

Also Known As

CrossLink

Legal Name

CrossLink Life Sciences, LLC

Business Status

Mature $400M sales

Ownership Status

Privately Held (no backing)

Financing Status

Corporation

Industries & Verticals Primary Industry

Other Industries

Verticals

Distributors/Wholesale

Other Devices and Supplies

Industrials

Contact Information Primary Contact

Primary Office

Dan Bauer

1880 Beaver Ridge Circle

Chief Financial Officer dan.bauer@crosslinklifesciences.com Phone: +1 (404) 350-7302

Norcross, GA 30071 United States Phone: +1 (404) 320-6018

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

62

Year Founded

1978

Universe

Debt Financed

Employees

350

Last Updated: 1-Feb-2021 pbId: 25270-48

Generated by PitchBook

Dixon Hughes Goodman (DHG) | Accounting/Auditor Profile General Information Description Dixon Hughes Goodman (DHG) is a leading professional services firm offering assurance, tax and advisory services to clients nationwide and internationally. Our strength lies in our technical knowledge, industry intelligence and future focused approach combined with our drive to help our clients achieve their goals, both today and tomorrow. DHG’s professionals are passionate about providing an unparalleled client experience as we listen, innovate and act to help our clients. DHG caters to the agribusiness, construction, dealerships, education, energy, financial services, government contracting, healthcare, hospitality and restaurants, insurance, manufacturing and distribution, non-profit, private equity, professional services, public sector and government, real estate, retail, technology and life sciences and transportation and logistics industries.

Website www.dhg.com Year Founded 1932 Entity Types

Accounting/Auditor Private Company Acquirer

Formerly Known As

Dixon Hughes

Legal Name

Dixon Hughes Goodman LLP

Service Provider Type

Accounting/Audit/Tax/Advisory

Employees

2,300

Service Breakdown

Serviced Companies: 30 Serviced Deals: 22 Serviced Investors: 20 Serviced Funds: 4

Contact Information Primary Contact

Primary Office

Scott Linch

4350 Congress Street

Managing Partner, DHG Private Equity scott.linch@dhg.com Phone: +1 (704) 367-7053

Suite 900 Charlotte, NC 28209 United States Phone: +1 (704) 367-7020 Fax: +1 (704) 367-7760 info@dhg.com

Preferences Transaction Amount $25.00M - $50.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Agriculture, Automotive, Buildings and Property, Clothing, Commercial Banks, Commercial Transportation, Commercial/Professional Insurance, Construction and Engineering, Department Stores, Distributors/Wholesale, Distributors/Wholesale (B2C), Education and Training Services (B2B), Electronics (B2C), Energy Exploration, Energy Services, Footwear, General Merchandise Stores, Government, Healthcare, Hotels and Resorts, Human Capital Services, Information Technology, Legal Services (B2B), Legal Services (B2C), Life and Health Insurance, Logistics, Media and Information Services (B2B), Other Insurance, Other Restaurants, Hotels and Leisure, Other Retail, Private Equity, Property and Casualty Insurance, Real Estate Services (B2C), Restaurants and Bars, Specialty Retail, Utilities

Canada, Europe, United States

Angel (individual), Bankruptcy: Admin/Reorg, Buyout/LBO, Carveout, Corporate Asset Purchase, IPO, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Public Investment 2nd Offering, Seed Round

Advanced Manufacturing, AgTech, Artificial Intelligence & Machine Learning, Beauty, Big Data, Cybersecurity, FinTech, HealthTech, Industrials, Infrastructure, Life Sciences, Manufacturing, Oil & Gas, SaaS, Supply Chain Tech

63

Last Updated: 12-Jan-2021 pbId: 59255-65

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Eagle Merchant Partners | PE/Buyout Profile General Information Description Founded in 2006, Eagle Merchant Partners is a private equity firm headquartered in Atlanta, Georgia. The firm prefers to invest in the consumer, franchise, and industrial sectors.

Website

www.eaglemerchantpartners.com

Total Investments

24†

Entity Type

PE/Buyout

Active Portfolio

4

Also Known As

Eagle

Investments (TTM)

5†

Legal Name

EMP Managemnet LLC

Exits

8

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

# of Professionals

6

Investor Status

Actively Seeking New Investments

Year Founded

2006

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Stockton Croft

One Buckhead Plaza

Co-Founding Member and Partner scroft@eaglemerchantpartners.com Phone: +1 (404) 974-2499

3060 Peachtree Road NW, Suite 360 Atlanta, GA 30305 United States Phone: +1 (404) 974-2480

Investment Preferences Preferred Revenue

$20M - $200M

Preferred EBITDA

$3M - $30M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Products, Containers and Packaging, Information Technology, Other Business Products and Services, Other Commercial Services, Restaurants, Hotels and Leisure, Retail, Franchises, Automotive Aftermarket

Southeast Texas

Buyout/LBO, Carveout, PE Growth/Expansion, Recapitalization

Industrials, Infrastructure, LOHAS & Wellness, Manufacturing, Franchises, Multi-Unit, Automotive

Prefers majority stake, Will syndicate

64

Last Updated: 08-Jan-2021 pbId: 170157-43

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Eversheds Sutherland | Law Firm Profile General Information Description As a global top 10 law firm, Eversheds Sutherland provides legal services to a global client base ranging from small and mid-sized businesses to the largest multinationals. With more than 3,000 lawyers, Eversheds Sutherland operates in 68 offices in 32 jurisdictions across Africa, Asia, Europe, the Middle East and the United States. In addition, a network of more than 200 related law firms, including formalized alliances in Latin America, Asia Pacific and Africa, provide support around the globe. Eversheds Sutherland provides the full range of legal services, including corporate and M&A; dispute resolution and litigation; energy and infrastructure; finance; human capital and labor law; intellectual property; real estate and construction; and tax. For more information, visit eversheds-sutherland.com.

Website www.eversheds-sutherland.com Year 2017 (Eversheds Sutherland); 1988 Founded (Eversheds); 1924 (Sutherland) Entity Types Law Firm Private Company Employees 5000 Formerly Known As

Eversheds, Sutherland Asbill & Brennan

Legal Name

Eversheds Sutherland

Service Provider Type

Law Firm

Contact Information Primary Contact

Primary Office

Mark Wasserman

999 Peachtree Street, NE Suite 2300

Co-Chief Executive Officer markwasserman@eversheds-sutherland.com Phone: +1.404.853.8398

Atlanta, Georgia Phone: +1.404.853.8000 Fax: +1.404.853.8806

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Aerospace and Defense, Automotive, Beverages, Building Products, Capital Markets/Institutions, Chemicals, Coal and Consumable Fuels Equipment, Construction and Engineering, Consumer Products, Distributors/Wholesale, Diversified Industrials, Education and Training Services (B2B), Electric Utilities, Energy, Energy Traders and Brokers, , Financial Services, FinTech, Food Products, Government and Public Sector, Health and Life Sciences, Infrastructure, Insurance, IT Consulting and Outsourcing, Logistics, Media, Oil and Gas Equipment, , Minerals and Mining, Pharmaceuticals, Private Equity, Rail, Re-Insurance, Real Estate Services (B2C), Software, Technology, Telecommunications, Timber and Agriculture, Transportation, Water Utilities

Africa, Asia, Europe, Latin America, Middle East, United States

Acquisition Financing, Angel (individual), Asset Acquisition, Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Bonds, Bridge, Buyout/LBO, Convertible Debt, Corporate, Corporate Asset Purchase, Corporate Divestiture, Debt - General, Debt Refinancing, Early Stage VC, Investor Buyout by Management, IPO, Joint Venture, Later Stage VC, Loan, Management Buy-In, Management Buyout, Merger of Equals, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE, Public Investment 2nd Offering, Recapitalization, Secondary Transaction - Private, Spin-Off, Subordinated Debt

65

Ernst & Young, LLP (EY) Service provider type: Accounting/Financial Advisory | Year founded: 1849 Assurance | Tax | Transactions | Advisory EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

We have more than 25 years of experience in the private equity community, so we understand the unique relationship between private equity funds and their investees and the implications on this on the overall business strategy. Through the insights and lessons we have gained from serving more than 2,100 global private equity clients, we help companies meet their financial and operational objectives. The structure that EY brings, with our global reach and industry sector focus, enables us to serve PE and PE-backed private companies with a tailored approach and a view toward preparedness for future transactions or capital infusion.

Our EY Private approach is completely tailored to address the specific needs of private companies and their stakeholders, aligned to their growth strategy and designed to support their business and personal ambitions. No matter what type of private business (family business, equity-backed, start-up, scale-up, etc.), our global teams have the reach, scale and expertise to deliver what matters most to executive teams and their business.

EY Strategy and Transactions provides sector-focused solutions on growth and market strategy, M&A, due diligence, transaction tax, divestitures, integration, valuation, business modeling, working capital, restructuring advisory, and other areas. We help companies drive growth and fast-track value creation by focusing on their capital and transaction strategy through to execution.

Primary contacts: Chevy Arnold Managing Director EY Private | Private Equity Market Board Member | Entrepreneur Of The Year® Program Director chevenry.arnold@ey.com 404.817.5980 Ashley Scott Tax Partner Central Region Private Equity Tax Leader ashley.scott@ey.com 404.817.4222 Jason Thibo Strategy & Transactions Partner Jason.thibo@ey.com 404.817.5436

66

Last Updated: 10-Jan-2020 pbId: 146578-24

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FD Fund Administration | Fund Administrator Profile General Information Description FD Fund Administration is a subsidiary of Frazier & Deeter. The firm offers a wide range of fund administration services including fund accounting, investment reporting, tax administration, valuation and portfolio analytics, investor communication and servicing, along with other special reporting and servicing. The firm works with various types of funds like real estate, venture capital, buyout, coinvest/direct, secondary, fund of funds, debt, hybrid, master feeder, carry vehicles, AIVs, SPVs and co-investment employee. The firm is headquartered in Philadelphia, Pennsylvania with offices in Minneapolis, Minnesota and Atlanta, Georgia.

Website

www.fd-fa.com

Year Founded

2013

Entity Types

Fund Administrator Private Company

Employees

53

Legal Name

Frazier & Deeter, LLC

Service Provider Type

Fund Administrator

Contact Information Primary Contact

Primary Office

Jacqueline Boggs

Cira Centre

Partner jacqueline.boggs@fd-fa.com Phone: +1 (215) 252-9500

2929 Arch Street, Suite 1525 Philadelphia, PA 19104 United States Phone: +1 (215) 252-9510

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Accounting, Audit and Tax Services (B2B), Brokerage, Consulting Services (B2B), Other Business Products and Services, Other Capital Markets/Institutions, Other Commercial Services, Other Financial Services

United States

Debt - General, Loan

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

67

Last Updated: 06-Feb-2021 pbId: 10335-07

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Fifth Third Bank (NAS: FITB) | Commercial Bank Profile General Information Description Fifth Third Bank is a financial services company headquartered in Cincinnati, Ohio. Founded in 1858, the bank operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management. Fifth Third provides a wide array of services such as personal banking services, checking accounts, savings accounts, credit and debit cards, investments and wealth management services, loans, mortgages, equity lines, and loans. The bank also provides vehicle financing, student loans, telephone banking services, business banking services, internet banking, merchant services, and treasury management services.

Website

www.53.com

Year Founded

1857

Entity Types

Commercial Bank Public Company Lender/Debt Provider

Employees

19869

Service Breakdown

Serviced Companies: 857 Serviced Deals: 962 Serviced Investors: 24 Serviced Funds: 3

Also Known As

Fifth Third

Formerly Known As

Fifth Third Union Trust Company

Legal Name

Fifth Third Bancorp

Service Provider Type

Commercial Bank (Primary Type) Financing Advisory

Contact Information Primary Office 38 Fountain Square Plaza Cincinnati, OH 45263 United States Phone: +1 (866) 671-5353

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Chemicals and Gases, Commercial Services, Communications and Networking, Consumer Durables, Consumer Non-Durables, Containers and Packaging, Distributors/Wholesale, Energy, Healthcare, Media, Other Business Products and Services, Other Consumer Products and Services, Retail, Services (Non-Financial)

Canada, North America, United States

Acquisition Financing, Add-on, Bridge, Buyout/LBO, Carveout, Corporate, Corporate Asset Purchase, Corporate Divestiture, Debt - General, Debt - PPP, Debt Refinancing, Dividend Recapitalization, Early Stage VC, IPO, Junior Debt, Leveraged Recapitalization, Loan, Merger of Equals, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Public Investment 2nd Offering, Revolving Credit Line, Secondary Transaction Open Market, Secondary Transaction Private, Secured Debt, Unsecured Debt

Manufacturing

68

Last Updated: 14-Jan-2021 pbId: 10152-64

Generated by PitchBook

Five Points Capital | PE/Buyout Profile General Information Description Founded in 1997, Five Points Capital is a leading independent private equity manager, exclusively focused on the U.S. lower middle market. Five Points manages direct private equity and credit strategies focused on supporting the capital needs of private, growthoriented companies. Five Points makes direct equity investments as the lead investor in control transactions of privately-held companies. We also provide unitranche or subordinated debt with equity co-investment in support of financial sponsors and others, as well as in non-sponsored recapitalizations or growth investment opportunities. Five Points is located in Winston-Salem, North Carolina and is an investment advisor registered with the U.S. Securities and Exchange Commission. In April 2020, Five Points became an affiliate of RCP Advisors.

Website www.fivepointscapital.com Total Investments 188† Entity Types

PE/Buyout Private Company Lender

Active Portfolio

27

Investments (TTM)

10†

Exits

55

Also Known As

Five Points

Med. Round Amount

$25.50M

Formerly Known As

BB&T Capital Partners

Med. Valuation

$28.79M

Legal Name

Five Points Capital, Inc.

# of Professionals

20

Parent Company

P10 Holdings

Investor Types

PE/Buyout (Primary Type) Growth/Expansion Mezzanine

Investor Status

Actively Seeking New Investments

Year Founded

1997

AUM

$1.13B

Dry Powder

$250.0M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Brent Kulman

101 North Cherry Street

Director of Business Development bkulman@fivepointscapital.com Phone: +1 (336) 733-0354

Suite 700 Winston-Salem, NC 27101 United States Phone: +1 (336) 733-0350 info@fivepointscapital.com

Investment Preferences Preferred Investment Amount

$5M - $35M

Preferred Revenue

$10M - $75M

Preferred Company Valuation

$30M - $100M

Preferred EBITDA

>$3M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

69

1. Business Products and

2.

3.

Services (B2B) a. Commercial Products b. Commercial Services c. Other Business Products & Services Healthcare a. Healthcare Devices and Supplies b. Healthcare Services c. Healthcare Technology Systems d. Other Healthcare Information Technology a. Communications and Networking b. IT Services c. Software d. Other Information Technology

70

United States

Acquisition Financing, Add-on, Buyout/LBO, Carveout, Debt General, Management Buyout, Mezzanine, PE Growth/Expansion, Recapitalization, Subordinated Debt

Adtech, B2B Payments, Big Data, CloudTech & DevOps, Cybersecurity, Digital Health, EdTech, FinTech, HealthTech, HR Tech, Industrials, InsurTech, Legal Tech, Manufacturing, Marketing Tech, Mobility Tech, SaaS, Supply Chain Tech, TMT

Prefers majority stake, Will lead on a deal, Will syndicate

Last Updated: 14-Jan-2021 pbId: 54070-66

Generated by PitchBook

Frazier & Deeter | Accounting/Auditor Profile General Information Description Founded in 1981, Frazier & Deeter is a nationally recognized, PCAOB registered CPA and advisory firm headquartered in Atlanta with thousands of clients globally. The firm provides a wide range of services, including tax, audit, accounting, advisory, internal controls, valuation, and transaction support, to achieve each client unique financial goals. The firm specializes in agribusiness, entertainment, healthcare, hospitality, insurance, manufacturing & distribution, real estate, and technology sectors. The firm has offices in Alpharetta, Charlotte, Las Vegas, Nashville, Philadelphia, Tampa, and London, UK. Website

www.frazierdeeter.com

Year Founded

1981

Entity Types

Accounting/Auditor Private Company Acquirer

Employees

211

Service Breakdown

Serviced Companies: 10 Serviced Deals: 3 Serviced Investors: 4 Serviced Funds: 1

Also Known As

F&D

Legal Name

Frazier & Deeter, LLC.

Service Provider Types

Accounting/Auditor (Primary Type) Financing Advisory Management Consultants

Contact Information Primary Contact

Primary Office

Robert Woosley

1230 Peachtree Street North East

National Practice Leader, Private Equity Services & Executive Director bob.woosley@frazierdeeter.com Phone: +1 (404) 573-4144

Suite 1500 Atlanta, GA 30309 United States Phone: +1 (404) 253-7500 Fax: +1 (404) 253-7501 info@frazierdeeter.com

Preferences Preferred Industries

Preferred Verticals

Building Products, Distributors/Wholesale, Hotels and Resorts, Leisure Facilities, Services (Non-Financial)

Manufacturing

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Provided under contract for the exclusive use of ACG.

71

Last Updated: 14-Jan-2021 pbId: 12733-03

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Fulcrum Equity Partners | Growth/Expansion Profile General Information Description Fulcrum Equity Partners is a growth equity firm that was founded in 2006 and is based in Atlanta, Georgia. The firm prefers to invest in firms operating in the healthcare services, information technology and technology-enabled services sectors.

Website www.fulcrumep.com Total Investments 93† Entity Type

Growth/Expansion

Active Portfolio

24

Also Known As

Fulcrum

Investments (TTM)

3

Formerly Known As

Fulcrum Ventures

Exits

23

Legal Name

Fulcrum Equity Partners, Inc.

$5.12M

Investor Types

Growth/Expansion (Primary Type) PE/Buyout Venture Capital

Med. Round Amount Med. Valuation

$16.63M

Investor Status

Actively Seeking New Investments

# of Professionals

15

Year Founded

2006

Trade Association

National Venture Capital Association (NVCA)

AUM

$600.00M

Dry Powder

$220.00M +

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Philip Lewis

Glenridge Highlands One

Partner pl@fulcrumep.com Phone: +1 (770) 551-6335

5555 Glenridge Connector, Suite 930 Atlanta, GA 30342 United States Phone: +1 (770) 551-6300 Fax: +1 (770) 551-6330

Investment Preferences Preferred Investment Amount

$3M - $20M

Preferred Revenue

$3M - $50M

Preferred Company Valuation

$10M - $50M

Preferred EBITDA

$1M - $10M

Preferred Investment Horizon

3 - 5 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Communications and Networking, Computer Hardware, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, IT Services, Other Healthcare, Pharmaceuticals and Biotechnology, Semiconductors, Software 72

United States

Buyout/LBO, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Recapitalization

Big Data, HealthTech, SaaS

Prefers minority stake

Last Updated: 11-Jan-2021 pbId: 39894-67

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Generational Group | Investment Bank Profile General Information Description Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group, and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North America. With over 250 professionals located throughout North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their sixstep approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management. The M&A Advisor named the company the 2017 and 2018 Investment Banking Firm of the Year and Valuation Firm of the Year in 2020.

Website

https://www.generational.com/

Year Founded

1987

Entity Types

Investment Bank Private Company

Employees

250

Service Breakdown

Serviced Companies: 979 Serviced Deals: 979 Serviced Investors: 979

Legal Name

Generational Equity LLC

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Contact Information Primary Contact

Primary Office

Lisa Lippe

3400 North Central Expressway

Director, Mergers & Acquisitions Marketing llippe@generational.com Phone: +1 (972) 331-7515

Suite 100 Richardson, TX 75080 United States Phone: +1 (877) 213-1792 Fax: +1 (972) 232-1193 info@generational.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

All

Canada, Northern Europe, United States

Add-on, Asset Divestiture (Corporate), Buyout/LBO, Corporate Divestiture, Management Buyout, Merger/Acquisition, PE Growth/Expansion

All

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Provided under contract for the exclusive use of ACG.

73

Last Updated: 28-Oct-2020 pbId: 42493-24

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Genesis Capital (Atlanta) | Investment Bank Profile General Information Description Genesis Capital is an independent investment and merchant banking firm with a track record of working with public corporations, familyowned businesses, and private companies. The firm's services are tailored to guide companies through strategically important transactions including sale, merger, reverse-merger, and divestiture along with going-private transactions. The firm also advises on capital raises of debt and equity.

Website

www.genesis-capital.com

Year Founded

2002

Entity Types

Investment Bank Private Company Growth/Expansion

Service Breakdown

Serviced Companies: 67 Serviced Deals: 98 Serviced Investors: 21

Also Known As

Genesis Capital

Legal Name

Genesis Capital LLC

Service Provider Types

Investment Bank (Primary Type) Financing Advisory Merchant Bank

Contact Information Primary Contact

Primary Office

Jeremy Ellis

3414 Peachtree Road Northeast, Suite 700

Managing Director jellis@genesis-capital.com Phone: +1 (404) 816-7538

Atlanta, GA 30326 United States

Preferences Enterprise Value $25.00M - $500.00M

Transaction Amount $25.00M - $500.00MM

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Aerospace and Defense, Apparel and Accessories, BPO/Outsource Services, Building Products, Chemicals and Gases, Consulting Services (B2B), Consumer Durables, Consumer Non-Durables, Containers and Packaging, Distributors/Wholesale, Healthcare Devices and Supplies, Healthcare Services, Healthcare Technology Systems, Hotels and Resorts, Industrial Supplies and Parts, IT Services, Leisure Facilities, Logistics, Metals, Minerals and Mining, Movies, Music and Entertainment, Retail, Software, Textiles

Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Add-on, Asset Acquisition, Buyout/LBO, Carveout, Corporate Divestiture, Debt General, Dividend Recapitalization, Management Buyout, Merger of Equals, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE, Privatization, Public to Private, Recapitalization, Reverse Merger, Senior Debt, Secured, Senior Debt, Subordinated, Spin-Off, Unsecured Debt

Advanced Manufacturing, Beauty, Digital Health, FoodTech, Healthtech, Industrials, Infrastructure, Manufacturing, Pet Technology, Restaurant Technology, TMT

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

74

Last Updated: 04-Feb-2021

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GenNx360 Capital Partners | PE/Buyout Profile General Information Description GenNx 360 Capital Partners is a private equity firm focused on acquiring industrial and business services companies. Our team is comprised of experienced investment and operating professionals We invest in sectors where we have deep knowledge with the objective of implementing the required operating changes to deliver accelerated growth, cost efficiencies, and strong financial returns, while enabling us to preserve capital regardless of market cycles Website

www.gennx360.com

Total Investments

57†

Entity Types

PE/Buyout Lender

Active Portfolio

14

Investments (TTM)

7†

Exits

8

Avg. Invested Amount

$41.1M

Avg. Purchase Price

$89.0M

# of Professionals

30

Also Known As

GenNx360

Legal Name

GenNx360 Capital Partners, L.P.

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Investor Status

Actively Seeking New Investments

Year Founded

2006

AUM

$1.70B

Dry Powder

$292.1M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Address

Monty Yort, Managing Partner

222 Lakeview Avenue, Suite 930,

myort@gennx360.com, Phone: +1 (212) 257-6778

West Palm Beach, FL 33401.

Pratik Rajeevan, Principal

United States

prajeevan@gennx360.com, Phone: +1 (212) 257-6787

info@gennx360.com

Investment Preferences Preferred Investment Amount

$25M - $100M

Preferred Revenue

$50M - $500M

Preferred Deal Size

$50M - $500M

Preferred EBITDA

$5M - $50M

Preferred Industries Business & Industrial Services, Repair & Maintenance Services, Automation & Industrial Technology, Packaging Products, Equipment/Services, Food Ingredients, Equipment/Services, Niche Industrial Markets, Supply Chain & Logistics, Aerospace, Automotive & Transportation

Geographical Preferences United States

Preferred Deal Types Buyout/LBO, PE Growth/Expansion

Particular interest in opportunities that represent Family/Entrepreneur Owned Companies, Undermanaged Businesses, Consolidation of Fragmented Markets, Corporate Divestitures

Other Investment Preferences Seeks ESG investments

75

Last Updated: 25-Jan-2021 pbId: 55112-14

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IMB Partners | PE/Buyout Profile General Information Description Founded in 2010, IMB Partners is a private equity firm based in Bethesda, Maryland. The firm specializes in management buyouts, corporate divestitures, recapitalizations and growth investments. The platforms of the firm's current partner companies include utility services, IT staffing and consulting, cybersecurity, food and insurance business process outsourcing.

Website

www.imbpartners.com

Total Investments

7†

Entity Types

PE/Buyout Financing Advisory

Active Portfolio

7

Also Known As

IMB

Investments (TTM)

2

Formerly Known As

IMB Development Corporation

# of Professionals

8

Investor Type

PE/Buyout

Investor Status

Actively Seeking New Investments

Year Founded

2010

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Farrah Holder

7201 Wisconsin Avenue

Managing Director fholder@imbpartners.com Phone: +1 (240) 507-1660

Suite 440 Bethesda, MD 20814 United States Phone: +1 (240) 507-1660 Fax: +1 (240) 507-1653

Investment Preferences Preferred Investment Amount

$10M - $250M

Preferred Revenue

$10M - $250M

Preferred EBITDA

$5M - $25M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Other Investment Preferences

BPO/Outsource Services, Construction and Engineering, IT Services, IT Staffing Cybersecurity, Logistics, Utilities, Food Distribution, Food Manufacturing

United States

Buyout/LBO, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Recapitalization

Prefers majority stake, Prefers minority stake, Will syndicate

76

Last Updated: 09-Jan-2021 pbId: 12206-62

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Insperity (NYS: NSP) | Management Consultants Profile General Information Description Insperity provides a wide range of business performance and human resource services to business owners and individuals. The firm specializes in offering services in the areas of employment screening, financial solutions, insurance services, retirement, expense management, human capital management, payroll software, recruiting services, organizational planning and performance management.

The firm was founded in 1986 and is based out of Kingwood, Texas.

Website

www.insperity.com

Year Founded

1986

Entity Types

Management Consultants Public Company Acquirer Corporation

Employees

2378

Formerly Known As

Administaff

Legal Name

Insperity, Inc.

Service Provider Type

Management Consultants

Contact Information Primary Contact

Primary Office

Douglas Sharp

19001 Crescent Springs Drive

Chief Financial Officer, Finance & Senior Vice President douglas.sharp@insperity.com Phone: +1 (281) 348-3232

Kingwood Houston, TX 77339 United States Phone: +1 (832) 432-1773

Preferences Transaction Amount $5.00M - $10.00M Preferred Industries

Geographical Preferences

Construction and Engineering, Human Capital Services, Other Business Products and Services

United States

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Provided under contract for the exclusive use of ACG.

77

Last Updated: 14-Jan-2021 pbId: 55882-72

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Kian Capital | PE Buyout & Growth/Expansion Profile General Information Description Kian is a private investment firm in Charlotte and Atlanta with $425 million of capital under management and 17 current investments.

Kian’s team of seasoned investors has over 80 years of collective experience providing transformational capital solutions and boardlevel strategic and operational guidance to founder/owner operated businesses. The firm provides both sub-debt and equity in each transaction which provides it the flexibility to be either a control or minority partner.

Website www.kiancapital.com Total Investments 37† Entity Types

Growth/Expansion Private Company Mezzanine

Also Known As

Kian

Legal Name

Kian Capital Partners, LLC

Investor Types

Growth/Expansion (Primary Type) Mezzanine PE/Buyout

Investor Status

Actively Seeking New Investments

Year Founded

2013

AUM

$425.00M

Dry Powder

$85M

Active Portfolio

17

Investments (TTM)

4†

Exits

17

Med. Round Amount

$10M

Med. Valuation

$25M

# of Professionals

12

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Secondary Office

David Duke

4201 Congress Street

2970 Peachtree Rd.

Partner, Business Development dduke@kiancapital.com Phone: +1 (470) 823-3008

Rotunda Building, Suite 440

Suite 530

Charlotte, NC 28209

Atlanta, GA 30305

United States

United States

Phone: +1 (704) 943-2500 Fax: +1 (704) 943-4457 info@kiancapital.com

Phone: +1 470-823-3000 info@kiancapital.com

Investment Preferences Preferred Investment Amount

$7M - $30M

Preferred Revenue

$10M - $100M

Preferred EBITDA

$2M - $10M

Preferred Investment Horizon

5 - 7 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Consumer Products and Services (B2C), Distributors/Wholesale, Healthcare Services, Techenabled Business Services, Insurance Services, Commercial Services

Southeast Northeast Mid-Atlantic Mid-West Western US

Acquisition Financing, Buyout/LBO, Corporate Divestiture, Debt Refinancing, Management Buyout, Mezzanine, PE Growth/Expansion, Recapitalization, Senior Debt, Subordinated Debt

Consumer Distribution Services Asset Light Manufacturing

Prefers majority stake, Prefers minority stake,

78

Generated by PitchBook for Gloria Kantor, ACG

Last Updated: 17-Feb-2021 pbId: 10058-59

Kirtland Capital Partners | PE/Buyout Profile General Information Description Founded in 1977, Kirtland Capital Partners is a private equity firm headquartered in Beachwood, Ohio. The firm prefers to invest in lower middle-market companies based in the US and Canada. The firm makes investments in companies focused on niche manufacturing, value-added business service, and distribution. It makes both control and minority investments to support a variety of situations, including buy-outs, growth capital investments, take-private transactions, recapitalizations, corporate divestitures, and executive buy-and-build strategies.

Website

www.kirtlandcapital.com

Total Investments

57†

Entity Type

PE/Buyout

Active Portfolio

5

Also Known As

Kirtland, KCP

Investments (TTM)

1†

Legal Name

Kirtland Capital Corporation

Exits

26

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$45.00M

Investor Status

Actively Seeking New Investments

Med. Valuation

$35.00M

Year Founded

1977

# of Professionals

5

AUM

$49.78M

Dry Powder

$31.13M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Thomas Littman JD

3201 Enterprise Parkway

President & Managing Partner tlittman@kirtlandcapital.com Phone: +1 (216) 593-0100

Suite 200 Beachwood, OH 44122 United States Phone: +1 (216) 593-0100 Fax: +1 (216) 593-0240

Investment Preferences Preferred Revenue

>$10M

Preferred EBITDA

>$1.5M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Products, Commercial Services, Consumer NonDurables, Containers and Packaging

Canada, United States

Acquisition Financing, Add-on, Buyout/LBO, Corporate Divestiture, PE Growth/Expansion, Privatization, Recapitalization

AdTech, Advanced Manufacturing, Construction Technology, Digital Health, Industrials, Manufacturing, Marketing Tech

Long-Term Investor, Prefers majority stake, Prefers minority stake, Will syndicate

79

Last Updated: 10-Nov-2020 pbId: 13493-98

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LBMC | Accounting/Auditor Profile General Information Description LBMC is an accounting firm that provides accounting and assurance, investment advisory, risk management, and tax services to businesses and organizations in Tennessee. The firm advises clients in sectors including healthcare, manufacturing, automotive, benefits plans, small business services, financial institutions, distribution, medical practices, not-for-profit, private equity, and venture-backed companies, and privately-owned companies. LBMC was founded in 1984 and is headquartered in Nashville, Tennessee.

Website

www.lbmc.com

Year Founded

1984

Entity Types

Accounting/Auditor Private Company Acquirer

Employees

700

Service Breakdown

Serviced Companies: 10 Serviced Deals: 2 Serviced Investors: 2

Formerly Known As

Lattimore Black Morgan & Cain

Legal Name

LBMC, PC

Service Provider Types

Accounting/Auditor (Primary Type) Financing Advisory Management Consultants Other Service Provider Type Valuation Firm

Contact Information Primary Contact

Primary Office

Jeffery Drummonds

201 Franklin Road

Managing Shareholder/CEO jdrummonds@lbmc.com Phone: +1 (615) 309-2224

Brentwood Nashville, TN 37027 United States Phone: +1 (615) 377-4600 info@lbmc.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Accounting, Audit and Tax Services (B2B), Application Software, Automotive, Building Products, Buildings and Property, Business/Productivity Software, Clinics/Outpatient Services, Conglomerates, Construction (Non-Wood), Construction and Engineering, Diagnostic Equipment, Distributors/Wholesale, Distributors/Wholesale (B2C), Electric Utilities, Financial Software, Government, Human Capital Services, Insurance, Laboratory Services (Healthcare), Other Capital Markets/Institutions, Pharmaceuticals, Practice Management (Healthcare), Private Equity, Real Estate Services (B2C), Restaurants, Hotels and Leisure, Security Services (B2B), Surgical 80 Devices

United States

Buyout/LBO, Debt General, Early Stage VC, IPO, Later Stage VC, Merger/Acquisition, Mezzanine, PE Growth/Expansion

HC, Cybersecurity, Manufacturing, SaaS

Last Updated: 22-Oct-2020 pbId: 42341-59

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Mazzone & Associates | Investment Bank Profile General Information Description Mazzone & Associates, Inc. is a boutique mergers and acquisitions advisory firm serving the middle market. With offices in Atlanta and Chicago, the firm provides comprehensive transactional services for middle market companies, private equity groups, and individuals buying and selling companies, raising capital, and structuring debt.

Website

www.mazzoneib.com

Employees

10

Entity Type

Investment Bank

Service Breakdown

Also Known As

M&A

Legal Name

Mazzone & Associates, Inc.

Serviced Companies: 22 Serviced Deals: 23 Serviced Investors: 14

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Contact Information Primary Contact

Primary Office

Stuart Sanford

75 Fourteenth Street NE

Vice President ssanford@mazzoneib.com Phone: +1 (404) 931-8545

Suite 2800 Atlanta, GA 30309 United States Phone: +1 (404) 931-8545 Fax: +1 (404) 574-5738 info@mazzoneib.com

Preferences Enterprise Value $25.00M - $250.00M

Transaction Amount >$10.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Beverages, Building Products, Containers and Packaging, Distributors/Wholesale, Food Products, Healthcare, IT Services, Retail

Canada, Mexico, United States

Acquisition Financing, Asset Divestiture (Corporate), Buyout/LBO, Debt - General, Debt Refinancing, Management Buyout, Merger of Equals, Merger/Acquisition, PE Growth/Expansion, Recapitalization

Advanced Manufacturing, Industrials, Manufacturing

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

81

Last Updated: 01/22/2021 pbId: 11238-58

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McCarthy Capital | PE/Buyout Profile General Information Description Founded in 1986, McCarthy Capital is a private equity investment firm based in Omaha, Nebraska. The firm seeks to invest in companies operating in the business services, including technology-enabled business services like SaaS, software and IT services, value-added resellers, media and communications, financial and consumer services sectors.

Website

www.mccarthycapital.com

Total Investments

55

Entity Types

PE/Buyout

Active Portfolio

22

Also Known As

McCarthy Capital

Investments (TTM)

2

Legal Name

McCarthy Partners Management LLC

Exits

34

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

# of Professionals

15

Investor Status

Actively Seeking New Investments

Year Founded

1986

AUM

$1.50B

Dry Powder

$500M+

Contact Information Primary Contact

Primary Office

Matthew Breunsbach

1601 Dodge Street

Vice President mbreunsbach@mccarthycapital.com Phone: +1 (402) 991-8433

Suite 3800 Omaha, NE 68102 United States Phone: +1 (402) 932-8600 info@mccarthycapital.com

Investment Preferences Preferred Investment Amount

$15M - $75M

Preferred Revenue

>$10M

Preferred EBITDA

>$3M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Business Services, Healthcare Services, Financial Services, Software, Consumer

United States

Recapitalization, PE Growth/Expansion, Management Buyout

82

Preferred Verticals

Other Investment Preferences Minority investments Majority investments Growth capital High management ownership

Last Updated: 08-Dec-2020 pbId: 111022-84

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McGriff Insurance Services | Other Service Provider Type Profile General Information Website

www.mcgriffinsurance.com

Year Founded

1922

Entity Types

Other Service Provider Type Private Company Acquirer

Service Breakdown

Serviced Companies: 1 Serviced Deals: 1

Also Known As

BB&T, Truist Insurance Holdings, Truist Insurance Holdings, Inc.

Formerly Known As

BB&T Insurance Services

Legal Name

McGriff Insurance Services, Inc.

Service Provider Type

Other Service Provider Type

Contact Information Primary Contact(s)

Primary Office

Phil Theodore

3400 Overton Park Drive

Vice President ptheodore@mcgriff.com 404-663-7360

Suite 300 Atlanta, GA 30339

Ashley Steele Marketing Account Executive ashley.steele@mcgriff.com 704-661-6722

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

83

Last Updated: 06-Aug-2020 pbId: 106807-15

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Moore Colson CPAs and Advisors | Accounting/Auditor Profile General Information Description Established in 1981, Moore Colson is an accounting and advisory firm based in Atlanta, Georgia. The firm works with closely-held businesses, private equity groups and their portfolio companies, and publicly-traded businesses nationwide. The firm specializes in transaction services, lender advisory services, turnaround consulting, forensic and litigation support services, fiduciary and bankruptcy services, tax compliance and consulting, accounting and auditing, information technology audit security and consulting, internal audit outsourcing, and estate & trust planning for more than 15 different industries.

Website

www.moorecolson.com

Year Founded

1981

Entity Type

Accounting/Advisor

Employees

155

Also Known As

Moore Colson

Service Breakdown

Service Provider Type

Accounting/Advisor (Primary Type) Financing Advisory

Serviced Companies: Serviced Deals: Serviced Investors:

Contact Information Primary Contacts

Primary Office

Tim Ayres

600 Galleria Parkway South East

Partner

Suite 600

tayres@moorecolson.com Phone: +1 (770) 989-0028 x6006

Atlanta, GA 30339 United States Phone: +1 (770) 989-0028 Fax: +1 (770) 989-0201 information@moorecolson.com

Josh Thomas Partner jthomas@moorecolson.com Phone: +1 (770) 989-0028 x6019

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Construction and Engineering, Distributors/Wholesale, Other Business Products and Services, Other Consumer Products and Services, Other Healthcare, Other Information Technology, Other Retail, Other Transportation, Real Estate Services (B2C)

United States

Buyout/LBO, Merger/Acquisition, PE Growth/Expansion

84

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

Last Updated: 28-Jan-2021 pbId: 11844-82

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Morgan Stanley Capital Partners | PE/Buyout Profile General Information Description Morgan Stanley Capital Partners (“MSCP”), established in 1985 and based in New York, invests (control equity) in North American middle-market companies. Targeted, sub-sector focused strategy with intensive operational focus driven by on-the-ground portfolio company “Accelerators” in addition to Operating Partners. We differentiate ourselves by applying the global resources, brand, and capabilities of Morgan Stanley to the middle-market. www.morganstanley.com/im/capitalpartners Entity Types

PE/Buyout

Total Investments

78†

Also Known As

MSCP

Active Portfolio

16

Parent Company

Morgan Stanley

Investments (TTM)

6†

Investor Type

PE/Buyout (Primary Type)

Exits

27

Investor Status

Actively Seeking New Investments

Med. Round Amount

$128.00M

Year Founded

1985

Med. Valuation

$343.20M

Dry Powder

$1.5B

# of Professionals

22

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Geoff Laporte

1585 Broadway

Head of Business Development geoff.laporte@morganstanley.com

37th Floor New York, NY 10036

Investment Preferences Preferred Investment Amount (Platforms)

$50M - $350M

Preferred Company Valuation (Platforms)

$100M - $750M

Preferred EBITDA (Platforms)

$10M - $75M

Target Sub-Sectors: Business Services • Training & Certification • Residential & Facility Services • Human Capital Management • Information & IT Services Consumer • Multi-Site Experiential Retail • Pet Products & Animal Health • Health & Wellness • Outdoor & Enthusiast

• • • •

Healthcare Healthcare IT Payor & Provider Outsourcing Contract Manufacturing Medical Education & Communication

• • • •

Education Pre K-12 Schools Curriculum & Assessments Tutoring & Test Preparation Outsources Services

• • • •

Industrials Packaging Industrial Technology Infrastructure & Utility Services Industrial Services

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

85

Last Updated: 05-Oct-2020 pbId: 42980-59

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Northcreek Mezzanine | Mezzanine Profile General Information Description Northcreek Mezzanine is a mezzanine investment firm established in 2010 and based in Cincinnati, Ohio that provides dynamically structured mezzanine debt and equity investments to lower-middle market companies. The firm is a licensed Small Business Investment Company (SBIC) and makes investments for both sponsored and non-sponsored transactions. Northcreek's transaction types include recapitalization, acquisitions, buyouts and growth financing. Northcreek is currently investing out of their third fund, which is $195 million.

Website

www.northcreekmezzanine.com

Year Founded

2010

Entity Types

Mezzanine Investor

Service Breakdown

Also Known As

Northcreek

Serviced Companies: 57 Serviced Deals: 61 Serviced Investors: 6

Legal Name

Northcreek Mezzanine, Inc.

Service Provider Type

Mezzanine (Primary Type) Lender

Contact Information Primary Contact

Primary Office

Tom Baker

312 Walnut Street

Business Development tbaker@northcreekmezzanine.com Phone: +1 (513) 403-9995

Suite 2310 Cincinnati, OH 45202 United States Phone: +1 (513) 403-9995 Fax: +1 (513) 985-6603

Preferences Transaction Amount $1.00M - $12.00M Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Preferred Fund Types

Automotive, Capital Markets/Institutions, Energy, Healthcare, Information Technology, Logistics, Restaurants, Hotels and Leisure

United States

Acquisition Financing, Add-on, Buyout/LBO, Equity For Service, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Recapitalization, Senior Debt, Subordinated Debt

FinTech, Life Sciences, Manufacturing, Nanotechnology, SaaS

Buyout, Debt - General, Diversified Private Equity, Growth/Expansion, Mezzanine

86

Last Updated: 30-Oct-2020 pbId: 98775-73

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Nperspective CFO & Strategic Services | Private Company Profile General Information Description Provider of financial management and advisory services intended to add value by improving the client's strategic and financial performance. Nperspective CFO & Strategic Services provides fractional, project-based, or interim CFO services designed to assist clients with cash flow forecasting, strategic planning, assessing the skills of their accounting departments, revamping their organization charts, and formulating their strategies. The company offers various services including, bankruptcy and valuation services, cash flow planning and resource management, financial reporting and analysis services, forensic accounting, mergers & acquisitions due diligence, exit planning, turnaround & crisis management, and government and defense contracting support. The company assists second-stage enterprises and small to mid-sized companies across a variety of industries, including, manufacturing, healthcare, construction, retail, transportation, telecommunications, information technology, and professional services.

Entity Type Private Company Website

www.nperspective.com

Legal Name

Nperspective CFO & Strategic Services, LLC

Business Status

Generating Revenue

Ownership Status

Privately Held (no backing)

Financing Status

Corporation

Year Founded

2001

Universe

Other Private Companies

Employees

15

Industries & Verticals Primary Industry

Other Industries

Verticals

Consulting Services (B2B)

Other Financial Services

Industrials

Contact Information Primary Contact

Primary Office

Russell Slappey

941 West Morse Boulevard

President rslappey@npcfo.com

Suite 100 Winter Park, FL 32792 United States Phone: +1 (407) 679-7600 info@nperspective.net Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

87

Last Updated: 15-Feb-2021 pbId: 51426-10

Generated by PitchBook

O2 Investment Partners | PE/Buyout Profile General Information Description Founded in 2010, O2 Investment Partners based in Bloomfield Hills, Michigan. The firm is a private equity firm that seeks to acquire a majority interest in the lower middle-market manufacturing, niche distribution, and service and technology businesses.

Website www.o2investment.com Total Investments 47† Entity Type

PE/Buyout

Active Portfolio

10

Also Known As

O2

Investments (TTM)

6†

Legal Name

O2 Investment Partners, LLC

Exits

10

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$23.65M

Investor Status

Actively Seeking New Investments

Med. Valuation

$26.00M

Year Founded

2010

# of Professionals

15

AUM

$365.00M

Dry Powder

$335.87M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Luke Plumpton

40900 Woodward Avenue

Partner lplumpton@o2investment.com Phone: +1 (248) 554-4215

Suite 200 Bloomfield Hills, MI 48304 United States Phone: +1 (248) 554-4227 Fax: +1 (248) 540-7280

Investment Preferences Preferred Investment Amount

$7M - $20M

Preferred Revenue

$15M - $75M

Preferred Company Valuation

$10M - $100M

Preferred Deal Size

$10M - $100M

Preferred EBITDA

$4M - $15M

Preferred Industries Chemicals and Gases, Commercial Products, Commercial Services, Commercial Transportation, Communications and Networking, Construction (Non-Wood), Consumer Durables, Consumer Non-Durables, Containers and Packaging, Energy Equipment, Energy Services, Healthcare Devices and Supplies, Healthcare Technology Systems, Insurance, Other Business Products and Services, Other Consumer Products and Services, Other Financial Services, Other Information Technology, Other Materials, Pharmaceuticals and Biotechnology, 88 Semiconductors, Software, Transportation

Geographical Preferences Canada, United States

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Buyout/LBO, PE Growth/Expansion, Recapitalization

Industrials, Manufacturing

Prefers majority stake, Will syndicate

PNC CORPORATE PROFILE The PNC Financial Services Group, Inc. (NYSE: PNC) is one of the largest diversified financial services institutions in the United States with assets of $462 billion as of September 30, 2020. With employees in more than 40 states across the country; regional presidents in 43 markets; a retail branch network located in markets across the Mid-Atlantic, Midwest and Southeast; and strategic international offices in four countries outside the U.S., PNC is organized around its customers and communities for building strong relationships and is engaged in retail banking, including residential mortgage, corporate and institutional banking, and asset management, providing many of its products and services nationally.

PNC’s Franchise Is One of the Most Attractive in the Industry National: Asset Management, Corporate & Institutional Banking and Retail Digital Presence (includes AK, HI) Regional: Asset Management, Corporate & Institutional Banking and Retail Bank Branch Presence Strategic international offices: • Canada • China • Germany • United Kingdom

PNC Highlights RETAIL BANKING Provides deposit, lending, brokerage and insurance services and investment management and cash management products and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, launched a retail national expansion designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail branch network.

• One of the largest banks in the U.S. based on deposits and branches

ASSETS

$462 BILLION

DEPOSITS

$355 BILLION

SHAREHOLDERS’ EQUITY

$53 BILLION

ASSETS UNDER ADMIN

$300 BILLION

BRANCHES

APPROXIMATELY 2,200

ATMs

APPROXIMATELY 9,100

EMPLOYEES1

APPROXIMATELY 52,000

• Ranked among top small business lenders • One of the nation’s top retail lenders and servicers of residential mortgage loans nationwide

ASSET MANAGEMENT GROUP Provides comprehensive wealth management and private banking services for highnet-worth and ultra-high-net-worth individuals and families as well as custom investment and advisory solutions for a wide breadth of institutional clients.

• One of the largest U.S. wealth managers and multi-family office providers • One of the largest U.S. providers of outsourced chief investment officer (“OCIO”) services

CORPORATE & INSTITUTIONAL BANKING Provides a complete set of value-added lending, treasury management, advisory and capital markets–related products and services to companies, governments and nonprofits across the U.S. and Canada.

• One of the largest commercial and industrial and commercial real estate lenders in the U.S.

SEE REVERSE FOR MORE DETAILS ∞

• One of the top treasury management providers in the U.S. Financial information as of September 30, 2020 1 U.S. and abroad

89

COMMUNITY IMPACT

Through executive leadership, strategic investments and employee volunteerism, PNC is helping to build strong communities and create financial opportunities for individuals, families and businesses.

Community Development

PNC Grow Up Great®

PNC boosts the quality of life in neighborhoods

A $500 million, multi-year, bilingual school readiness

through affordable home loans and lending programs,

initiative that began in 2004 and has benefited more than

economic revitalization and customized financial

5.5 million at-risk children from birth to age 5. Through

solutions. PNC earned an “outstanding” rating for exceeding Community Reinvestment Act standards

the program, PNC provides innovative opportunities that assist families, educators and community partners

in the most recent examination period, as it has

to enhance children’s learning and development.

consistently done since those examinations began more than 40 years ago.

Environmental Responsibility

Charitable Giving More than $80 million was invested in communities in 2019. The PNC Foundation forms partnerships with nonprofit organizations to advance mutual objectives driven by two priorities: (1) early childhood education; and (2) community and economic development.

PNC supports the transition to a low-carbon economy by actively managing our own internal operations, managing capital for our clients in responsible ways, maintaining risk controls that incorporate climate change considerations, and helping our clients finance their sustainable operations.

SENIOR EXECUTIVES

CORPORATE HEADQUARTERS

MEDIA RELATIONS

William S. Demchak

The Tower at PNC Plaza 300 Fifth Avenue Pittsburgh, PA 15222

412-762-4550 media.relations@pnc.com

Chairman, President and Chief Executive Officer

INVESTOR RELATIONS

Robert Q. Reilly

800-843-2206 investor.relations@pnc.com

Chief Financial Officer

TOLL-FREE BANKING

CORPORATE WEBSITE

CONNECT WITH US Facebook “f ” Logo

1-888-PNC-BANK

www.pnc.com

PNC is a registered mark of The PNC Financial Services Group, Inc. (“PNC”).

Bank deposit, treasury management and lending products and services, and investment and wealth management, and fiduciary services are provided by PNC Bank, National Association, a wholly-owned subsidiary of PNC and Member FDIC. Lending and leasing products and services, as well as certain other banking products and services, may require credit approval.

90

©2020 The PNC Financial Services Group, Inc. All rights reserved.

CORP COMM PDF 1020-0113

CMYK / .eps

Facebook “f ” Logo

CMYK / .eps

Last Updated: 15-Jan-2021 pbId: 10026-82

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Ridgemont Equity Partners | PE/Buyout Profile General Information Description Founded in 1993, Ridgemont Equity Partners is a private equity firm based in Charlotte, North Carolina. The firm seeks to invest in the business and industrial services, energy, healthcare and tech, and telecom sectors based in North America.

Website www.ridgemontep.com Total Investments Entity Types

PE/Buyout Lender

Active Portfolio

Also Known As

Ridgemont

Formerly Known As

Banc of America Capital Investors

Legal Name

Ridgemont Partners Management, LLC

Spun Out Of

Bank of America

Investor Types

PE/Buyout (Primary Type) Growth/Expansion Infrastructure Limited Partner

Investor Status

Actively Seeking New Investments

Year Founded

1993

AUM

$4.0B

27

Investments (TTM) Exits Med. Round Amount Med. Valuation # of Professionals

52

Dry Powder † Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Kelly Lineberger

101 South Tryon Street

Principal klineberger@ridgemontep.com Phone: +1 (704) 944-0935

Suite 3400 Charlotte, NC 28280 United States Phone: +1 (704) 944-0914 Fax: +1 (704) 944-0973

Investment Preferences Preferred Investment Amount

<$250M

Preferred EBITDA

$5M - $50M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Communications and Networking, Energy Services, Exploration, Production and Refining, Healthcare Services, IT Services, Other Healthcare, Services (Non-Financial), Software, Transportation, Utilities Infrastructure Asset Preferences

North America

Buyout/LBO, Corporate Divestiture, PE Growth/Expansion

Infrastructure, Manufacturing, SaaS

Prefers majority stake, Prefers minority stake, Will lead on a deal, Will syndicate

Renewable Energy, Social Services, Telecommunications

91

Last Updated: 23-Dec-2020 pbId: 11011-06

Generated by PitchBook

River Associates Investments | PE/Buyout Profile General Information Description Founded in 1989, River Associates Investments is a private equity firm headquartered in Chattanooga, Tennessee. The firm seeks to invest in a variety of sectors: manufacturing, distribution, industrial services, and business services.

Website www.riverassociates.com Total Investments 76† Entity Types

PE/Buyout

Active Portfolio

9

Also Known As

River Associates

Investments (TTM)

2

Legal Name

River Associates Investments, LP

Exits

37

Investor Type

PE/Buyout

Med. Round Amount

$11.50M

Investor Status

Actively Seeking New Investments

Med. Valuation

$26.50M

Year Founded

1989

# of Professionals

12

AUM

$348.00M

Dry Powder

$150.91M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Mark Jones

633 Chestnut Street

Partner mjones@riverassociates.com Phone: +1 (423) 755-0888 x111

Suite 1640 Chattanooga, TN 37450 United States Phone: +1 (423) 755-0888 Fax: +1 (423) 755-0870

Investment Preferences Preferred Investment Amount

$10M - $40M

Preferred Revenue

$15M - $100M

Preferred Company Valuation

$20M - $100M

Preferred Deal Size

$20M - $100M

Preferred EBITDA

$3M - $15M

Preferred Investment Horizon

3 - 8 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Very Opportunistic

United States, Canada

Change-In-Control Buyout

Very Opportunistic

Majority Ownership

92

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

Last Updated: 19-Nov-2020 pbId: 42343-30

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Riveron | Financing Advisory Profile General Information Description Established in 2006, Riveron is a management consulting firm headquartered in Dallas, Texas. The firm uses its consulting, public accounting, and industry backgrounds to approach businesses with purpose and pragmatism. The firm offers consulting in the areas of accounting advisory, accounting and finance operations, capital markets, performance improvement, recovery and transformation services, and transaction services. The firm caters to the aerospace and defense, business services, education, energy, financial services, and food and beverage sectors.

Website

www.riveron.com

Year Founded

2006

Entity Types

Financing Advisory Private Company Acquirer

Employees

500

Service Breakdown

Serviced Companies: 12 Serviced Deals: 12 Serviced Investors: 5

Also Known As

Riveron Acquisition Holdings, Inc

Legal Name

Riveron Consulting, LLC

Service Provider Types

Financing Advisory (Primary Type) Accounting/Auditor LP Consultants Management Consultants Other Consultant Type

Contact Information Primary Contact

Local Office

Nathan Childers

1180 Peachtree Street NE

Managing Director Nathan.childers@riveron.com Phone: +1 (404) 334-7027

Suite 1950

Jonathan Ford

Atlanta, GA 30309 United States info@riveron.com

Executive Managing Director Jonathan.ford@riveron.com Phone: +1 (404) 905-2779

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Aerospace and Defense, Agriculture, Beverages, Capital Markets/Institutions, Commercial Transportation, Connectivity Products, Construction and Engineering, Consulting Services (B2B), Distributors/Wholesale, Energy Equipment, Food Products, Healthcare Services, Healthcare Technology Systems, Logistics, Media, Metals, Minerals and Mining, Other Communications and Networking, Other Healthcare, Other Information Technology, Real Estate Services (B2C), Restaurants, Hotels and Leisure, Retail, Software, Telecommunications Service Providers, Textiles, Transportation, Utilities, Wireless Service Providers

United States

Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Buyout/LBO, Carveout, Corporate Divestiture, Debt - General, Debt Conversion, Distressed Acquisition, IPO, Merger/Acquisition, Mezzanine, PE Growth/Expansion, Recapitalization, Reverse Merger, Spin-Off

Manufacturing

93

Last Updated: 03-Jan-2021 pbId: 223008-04

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Route 2 Capital Partners | Investor Profile General Information Description Route 2 Capital Partners is a private investment firm providing flexible mezzanine and equity capital solutions to lower middle market firms primarily in the southern United States. The firm has offices in Charleston, South Carolina and Greenville, South Carolina.

Website

route2capital.com

Total Investments

12†

Entity Types

Investor Mezzanine

Active Portfolio

9

Also Known As

R2CP

Investments (TTM)

3

Legal Name

Route 2 Capital Partners SBIC, L.P.

# of Professionals

7

Investor Types

Mezzanine (Primary Type) Growth/Expansion PE/Buyout

Investor Status

Actively Seeking New Investments

Year Founded

2017

AUM

$200.00M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Spalding White

110 East Court Street

Partner swhite@route2capital.com Phone: +1 (470) 632-1554

Suite 501 Greenville, SC 29601 United States Phone: +1 (854) 529-9550 info@route2capital.com

Investment Preferences Preferred Investment Amount

$3M - $20M

Preferred EBITDA

>$2M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Commercial Services, Distributors/Wholesale, Healthcare

Nationwide

Buyout/LBO, Mezzanine, PE Growth/Expansion, Recapitalization

Manufacturing Distribution e-Commerce Health Care

Prefers majority stake, Will lead on a deal

94

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

Last Updated: 27-Jul-2019 pbId: 267941-98

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Sapling Financial Consultants | Private Company Profile General Information Description Provider of financial consultancy and advisory services intended to help clients make better business decisions. The company specializes in providing custom financial modeling and data analytics services by rendering advice and guidance related to external financing strategies, business buy and sell sides, cash flow maintenance, working capital model building, and financial ratios calculations. The company works closely with PE portcos to develop best-in-class, automated KPI dashboards with Power BI and database back-ends leveraging their FP&A capabilities. Through such services, they enable small and mid-sized businesses, public entities and other industries to manage and secure their funding, avoid uncertain risk in business, and make confident financial decisions through quantitative data.

Entity Type

Private Company

Website

www.saplingfinancial.com

Also Known As

Sapling

Legal Name

Sapling Financial Consultants Inc.

Business Status

Generating Revenue

Ownership Status

Privately Held (no backing)

Financing Status

Corporation

Year Founded

2015

Universe

Other Private Companies

Industries & Verticals Primary Industry Other Financial Services

Contact Information Primary Contact

Primary Office

Rob Hong

290 Caldari Road, Mailbox 207Vaughan, ON, L4K 4J4Canada

Co-Founder and Chief Executive Officer rob@saplingfinancial.com Phone: +1 (416) 625-2633

Phone: +1 (416) 625-2633 info@saplingfinancial.com

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

95

Last Updated: 28-Jan-2021 pbId: 10538-20

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Silver Oak Services Partners | PE/Buyout Profile General Information Description Founded in 2005, Silver Oak Services Partners is a lower-middle market private equity firm based in Evanston, Illinois. The firm seeks to invest in business services, healthcare services, and consumer services sectors. Silver Oak utilizes a proactive, research-led investment process to identify attractive service sectors and seek out the best potential management teams and investment opportunities. The firm seeks to make control investments in leading service businesses with $15 to $150 million in revenue. The firm is currently investing out of its fourth fund, a $500 million investment vehicle.

Website www.silveroaksp.com Total Investments 114† Entity Types

PE/Buyout Lender

Also Known As

Silver Oak

Legal Name

Silver Oak Services Partners, LLC

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Investor Status

Actively Seeking New Investments

Year Founded

2005

AUM

$1.10B

Dry Powder

$527.78M

Active Portfolio

16

Investments (TTM)

9†

Exits

31

Med. Round Amount

$23.60M

Med. Valuation

$23.60M

# of Professionals

14

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Kelsey Lozier

1560 Sherman Avenue

Business Development Manager lozier@silveroaksp.com Phone: +1 (847) 332-0421

Suite 1200 Evanston, IL 60201 United States

Investment Preferences Preferred Investment Amount

$10M - $40M

Preferred Revenue

$15M - $150M

Preferred Company Valuation

<$150M

Preferred EBITDA

$4M - $20M

Preferred Investment Horizon

3 - 6 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Accounting, Audit and Tax Services (B2B), Construction and Engineering, Consulting Services (B2B), Distributors (Healthcare), Education and Training Services (B2B), Educational and Training Services (B2C), Environmental Services (B2B), Healthcare Devices and Supplies, Human Capital Services, Insurance, IT Services, Logistics, Media and Information Services (B2B), Other Business Products and Services, Other Commercial Services, Other Consumer Durables, Other Consumer Products and Services, Other Healthcare, Other Healthcare Services, Other Information Technology, Other Restaurants, Hotels and Leisure, Other Retail, Other Services (B2C Non-Financial), Other Transportation, Practice Management (Healthcare)

United States

Add-on, Buyout/LBO, PE Growth/Expansion, Recapitalization

HR Tech, LOHAS & Wellness, Manufacturing, SaaS, Space Technology

Prefers majority stake, Will lead on a deal, Will syndicate

96

Last Updated: 20-Jan-2021 pbId: 10123-21

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Smith, Gambrell & Russell | Law Firm Profile General Information Description Established in 1893, Smith, Gambrell & Russell is a full-service law firm based in Atlanta, Georgia. The firm provides a wide array of services in the areas of private equity, venture capital, mergers and acquisitions, strategic alliances and joint ventures, international law, aviation, real estate, and securities. SGR also provides services in the areas of bankruptcy, antitrust and trade regulation, intellectual property litigation, medical malpractice defense, and construction law. The firm caters to the healthcare, life sciences, manufacturing, transportation, real estate, construction, insurance, financial, and information technology sectors.

Website

www.sgrlaw.com

Year Founded

1893

Entity Types

Law Firm Private Company Acquirer

Service Breakdown

Serviced Companies: 51 Serviced Deals: 50 Serviced Investors: 25

Also Known As

SGR

Legal Name

Smith, Gambrell & Russell, LLP

Service Provider Type

Law Firm

Contact Information Primary Contact

Primary Office

Rett Peaden JD

Promenade, Suite 3100

Partner rpeaden@sgrlaw.com Phone: +1 (404) 815-3712

1230 Peachtree Street North East Atlanta, GA 30309 United States Phone: +1 (404) 815-3500 Fax: +1 (404) 815-3509

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Airlines, Automotive, Commercial Transportation, Construction (Non-Wood), Construction and Engineering, Energy, Environmental Services (B2B), Financial Services, Government, Healthcare, Information Technology, Insurance, Movies, Music and Entertainment, Printing Services (B2B), Real Estate Services (B2C), Recreational Goods, Transportation

Asia, European Union, Canada, China, Germany, Israel, Italy, Japan, South America, United Kingdom, United States

Angel (individual), Asset Divestiture (Corporate), Bankruptcy: Admin/Reorg, Bankruptcy: Liquidation, Bonds, Buyout/LBO, Corporate Asset Purchase, Corporate Divestiture, Debt - General, Early Stage VC, IPO, Joint Venture, Later Stage VC, Management Buyout, Merger/Acquisition, PE Growth/Expansion, Recapitalization, Reverse Merger, Seed Round

Cybersecurity, Manufacturing, Healthcare, Private Equity

97

Last Updated: 11-Jan-2021 pbId: 55538-47

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Star Mountain Capital | Lender/Debt Provider Profile General Information Description Star Mountain is a specialized U.S. lower middle-market investment firm with approximately $1.5 billion AUM, focused on valueadded direct lending and equity investing, as well as purchasing limited partner interests. Star Mountain defines its marketplace as the segment of lower middle-market companies that generally have between $3 and $30 million of annual EBITDA and $20 to $200 million of annual revenue.

Website

www.starmountaincapital.com

Total Investments

115

Entity Types

Lender/Debt Provider Private Company Lender

Active Portfolio

87

Exits

28

Med. Round Amount

$25.00M

Also Known As

Star Mountain

Med. Valuation

$36.00M

Legal Name

Star Mountain Fund Management, LLC

Investor Type

Lender/Debt Provider

Investor Status

Actively Seeking New Investments

Year Founded

2010

AUM

$1.50B

Dry Powder

$650M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

John McCarty

2 Grand Central Tower

Managing Director & Investment Committee Member john.mccarty@starmountaincapital.com Phone: +1 (678) 362-6550

140 East 45th Street, 37th Floor New York, NY 10017 United States Phone: +1 (212) 810-9044 Fax: +1 (800) 804-4278 info@starmountaincapital.com

Investment Preferences Preferred Investment Amount

$10M - $50M

Preferred Revenue

$20M - $200M

Preferred EBITDA

$3M - $30M

Preferred Industries

Geographical Preferences

Preferred Verticals

Business Services, Manufacturing, Distribution

United States

Industrials, Health Care, Technology and B2B Services, Education, Transportation

98

Last Updated: 12-Nov-2020 pbId: 53290-54

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Third Century Management | PE/Buyout Profile General Information Description Third Century Management is a private equity firm that prefers to invest in technology, clean tech and adtech sector. The firm was established in 2011 and is based in Atlanta, Georgia.

Website

www.thirdcentury.com

Total Investments

6†

Entity Type

PE/Buyout

Active Portfolio

3

Also Known As

Third Century

# of Professionals

2

Legal Name

Third Century Management, LLC

Investor Type

PE/Buyout

Investor Status

Actively Seeking New Investments

Year Founded

2011

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Preston Moister

Peachtree Palisades East

Managing Partner & Founder pmoister@thirdcentury.com Phone: +1 (404) 825-3225

1819 Peachtree Road North East, Suite 575 Atlanta, GA 30309 United States Phone: +1 (404) 825-3225 info@thirdcentury.com

Investment Preferences Preferred Investment Amount

$1M - $5M

Preferred Revenue

$20M - $50M

Preferred EBITDA

$2M - $10M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Business and IT Services Industrial Services

Canada, United States

Buyout/LBO, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Recapitalization

AdTech, Cybersecurity, Cloud Services, Managed Services, VARs, TMT, General Business Services

Long-Term Investor

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

99

Last Updated: 06-Jan-2021 pbId: 10044-28

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TM Capital | Investment Bank Profile General Information Description Established in 1989, TM Capital is a partner-owned investment banking firm based in New York City, New York. The firm has advised clients navigating a full range of critical transactions including mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions, and valuations. The firm has industry expertise in key sectors including business services, consumer and retail, healthcare, industrial, and technology sectors.

Website www.tmcapital.com Year Founded 1989 Entity Types

Investment Bank Private Company Investor

Legal Name

TM Capital Corp.

Service Provider Types

Investment Bank (Primary Type) Financing Advisory Valuation Firm

Service Breakdown

Contact Information Primary Contacts

Primary Office 1230 Peachtree Street NE

Steve Hunter Managing Director shunter@tmcapital.com Phone: +1 (404) 995-6232

Suite 550 Atlanta, GA 30309 United States Phone: +1 (404) 995-6230 info@tmcapital.com

David Felts Managing Director dfelts@tmcapital.com Phone: +1 (404) 995-6252

Preferences Preferred Industries Business Services Consumer Healthcare Industrial Technology

Geographical Preferences United States Canada Europe

Preferred Deal Types M&A – Sell-side Corporate Divestitures Equity & Debt Financing M&A – Buy-side Corporate Advisory Fairness Opinionbs

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

100

Serviced Companies: 217 Serviced Deals: 220 Serviced Investors: 40

Last Updated: 14-Feb-2021 pbId: 12113-56

Generated by PitchBook

Transom Capital Group | PE/Buyout Profile General Information Description Founded in 2008, Transom Capital Group is a private equity firm based in El Segundo, California. The firm focuses making buyouts and control investments in mid-market businesses across industries.

Website

www.transomcap.com

Total Investments

31†

Entity Types

PE/Buyout Private Company

Active Portfolio

11

Also Known As

Transom Capital

Investments (TTM)

1

Legal Name

Transom Capital Group, LLC

Exits

12

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$26.00M

Med. Valuation

$26.00M

Investor Status

Actively Seeking New Investments

# of Professionals

9

Year Founded

2008

AUM

$600.00M

Dry Powder

$150.61M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Ken Firtel JD

100 North Pacific Coast Highway

Co-Founder & Managing Partner ken@transomcap.com Phone: +1 (424) 293-2818

Suite 1725 El Segundo, CA 90245 United States Phone: +1 (424) 293-2818

Investment Preferences Preferred Investment Amount

<$20M

Preferred Company Valuation

$10M - $100M

Preferred EBITDA

<$20M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

Business Products and Services (B2B), Consumer Durables, Consumer Non-Durables, Media, Other Consumer Products and Services

Midwest, West Coast

Buyout/LBO, Carveout, Corporate Divestiture, PE Growth/Expansion, Recapitalization

AudioTech, Manufacturing

Long-Term Investor, Prefers majority stake, Will syndicate

101

Last Updated: 14-Jan-2021 pbId: 11320-57

Generated by PitchBook

Trinity Hunt Partners | PE/Buyout Profile General Information Description Founded in 1993, Trinity Hunt Partners is a growth-oriented private equity firm based in Dallas, Texas. The firm seeks to invest in business, healthcare, and consumer services sectors.

Website www.trinityhunt.com Total Investments 73† Entity Type

PE/Buyout

Active Portfolio

14

Also Known As

Trinity Hunt

Investments (TTM)

9†

Legal Name

Trinity Hunt Partners, L.P.

Exits

25

Investor Type

PE/Buyout (Primary Type) Growth/Expansion

Med. Round Amount

$25.50M

Investor Status

Actively Seeking New Investments

Med. Valuation

$29.75M

Year Founded

1993

# of Professionals

12

AUM

$775.00M

Dry Powder

$274.05M

† Includes add-ons All investments are equity/add-on investments only

Contact Information Primary Contact

Primary Office

Scott Colvert

2001 Ross Avenue

Partner, Origination & Fund's Investment Committee Member scolvert@trinityhunt.com Phone: +1 (214) 777-6603

Suite 4250 Dallas, TX 75201 United States Phone: +1 (214) 777-6600 Fax: +1 (214) 545-5248

Investment Preferences Preferred Investment Amount

$15M - $50M

Preferred Revenue

$10M - $150M

Preferred Company Valuation

$10M - $150M

Preferred Deal Size

$15M - $150M

Preferred EBITDA

$4M - $25M

Preferred Investment Horizon

3 - 5 years

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Other Investment Preferences

IT Services, Environmental Services (B2B), Food Products, Other Business Products and Services, Other Commercial Services, Other Consumer Durables, Other Consumer NonDurables, Other Healthcare Services, Personal Products, Private Equity

United States

Buyout/LBO, Corporate Divestiture, Management Buyout, PE Growth/Expansion, Recapitalization

Business and Professional Services, Healthcare Services, Consumer Services

Prefers majority stake, Open to minority stakes

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

102

Last Updated: 12-Jan-2021 pbId: 436799-17

Generated by PitchBook

Troutman Pepper Hamilton Sanders | Law Firm Profile General Information Website

www.troutman.com

Year Founded

1890

Entity Types

Law Firm Private Company Acquirer

Employees

1200

Service Breakdown

Serviced Companies: 23 Serviced Deals: 22 Serviced Investors: 30

Also Known As

Troutman Pepper

Legal Name

Troutman Pepper Hamilton Sanders LLP

Service Provider Type

Law Firm

Contact Information Primary Office 600 Peachtree Street, North East Atlanta, GA 30308 United States Phone: +1 (404) 885-3000 troutman.pepper@troutman.com

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Aerospace and Defense, Automotive, Automotive Insurance, Beverages, Biotechnology, Commercial Banks, Computer Hardware, Construction and Engineering, Educational and Training Services (B2C), Electronics (B2C), Energy Storage, Environmental Services (B2B), Food Products, Government, Healthcare Devices and Supplies, Hotels and Resorts, Investment Banks, IT Consulting and Outsourcing, Life and Health Insurance, Logistics, Luxury Goods, Media, Media and Information Services (B2B), Other Capital Markets/Institutions, Other Chemicals and Gases, Other Commercial Services, Other Consumer Non-Durables, Other Forestry, Other Metals, Minerals and Mining, Other Utilities, Paper/Soft Products, Pharmaceuticals, Private Equity, Property and Casualty Insurance, Re-Insurance, Real Estate Services (B2C), Retail, Telecommunications Service Providers

United States

Accelerator/Incubator, Acquisition Financing, Add-on, Angel (individual), Asset Acquisition, Bankruptcy: Admin/Reorg, Bonds, Bridge, Buyout/LBO, Carveout, Corporate, Corporate Asset Purchase, Corporate Divestiture, Debt - General, Debt - PPP, Early Stage VC, IPO, Joint Venture, Later Stage VC, Loan, Management Buyout, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE, Public Investment 2nd Offering, Secondary Transaction - Open Market, Seed Round, Senior Debt, Spin-Off

AdTech, Advanced Manufacturing, Artificial Intelligence & Machine Learning, Big Data, Cannabis, CleanTech, Cryptocurrency/Blockchain, Cybersecurity, Digital Health, FinTech, Gaming, Industrials, Infrastructure, Internet of Things, Life Sciences, Manufacturing, Mobile, Oil & Gas, Real Estate Technology, Robotics and Drones, SaaS, TMT, Virtual Reality

103

Last Updated: 07-Jan-2021 pbId: 439369-93

Generated by PitchBook

Truist Securities | Investment Bank Profile General Information Description Truist Securities is a full-service corporate and investment banking firm headquartered in Atlanta, Georgia, with over 125 years of history. The firm provides a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions.

Seasoned industry experts deliver innovative solutions for clients across many industries with deep sub-vertical knowledge; providing a unique, high-touch advisory approach that stems from a fully-integrated corporate and investment banking and capital markets platform.

Website

www.truistsecurities.com

Entity Type

Investment Bank

Service Provider Type

Investment Bank (Primary Type) Financing Advisory

Contact Information Primary Contact

Primary Office

Mitch Ballantyne

3333 Peachtree Road North East

Director mitch.ballantyne@truist.com Phone: +1 (404) 439-7380

Atlanta, GA 30326 United States

Preferences Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Consumer and Retail; Healthcare Services; Life Sciences; Industrials; Services TMT; Energy; Financial Institutions, Financial Sponsor

United States

Acquisition Financing, Bonds, Bridge, Buyout/LBO, IPO, Primary and Secondary Equity Offerings; Term Loans, Merger/Acquisition, PE Growth/Expansion, PIPE, Recapitalization,

Food & Beverage; Gaming, Leisure & Hospitality; NonFood Retail; Food Retail; Consumer Products; Healthcare Services, Life Sciences; Medtech & Devices; Business Services, Industrial Services, Industrials; Internet Infrastructure; Internet & Media; FinTech; Software; E&P; Power & Utilities; Midstream; Asset Management; Insurance; Specialty Finance

Copyright © 2021 PitchBook Data, Inc. All rights reserved.

Provided under contract for the exclusive use of ACG.

104

Last Updated: 19-Oct-2020 pbId: 10679-23

Generated by PitchBook

VRA Partners | Investment Bank Profile General Information Description Established in 2006, VRA Partners is an Atlanta, Georgia based independent investment bank that focuses on providing mergers and acquisitions services to middle-market companies and private equity firms. The firm also assists companies with raising capital for growth, acquisitions, recapitalization, going-private, and management buy-out transactions, and provides strategic advisory services.

VRA primarily caters to the business services, consumer, healthcare, industrial, and technology sectors. VRA was founded in 2006 and based in Atlanta, Georgia.

Website

www.vrapartners.com

Year Founded

2006

Entity Type

Investment Bank

Employees

21

Also Known As

VRA

Service Breakdown

Formerly Known As

VRH Partners

Legal Name

VRA Partners, LLC

Serviced Companies: 146 Serviced Deals: 146 Serviced Investors: 17

Service Provider Type

Investment Bank

Contact Information Primary Contact

Primary Office

Douglas McCartney

3630 Peachtree Road North East

Co-Founder & Managing Director dmccartney@vrapartners.com Phone: +1 (404) 835-1006

Suite 1000 Atlanta, GA 30326 United States Phone: +1 (404) 835-1000 Fax: +1 (404) 835-1001 info@vrapartners.com

Preferences Enterprise Value $25.00M - $500.00M

Transaction Amount $25.00M - $500.00M

Preferred Industries

Geographical Preferences

Preferred Deal Types

Preferred Verticals

Beverages, BPO/Outsource Services, Broadcasting, Radio and Television, Building Products, Distributors/Wholesale, Food Products, Human Capital Services, Internet Service Providers, Legal Services (B2B), Logistics, Media and Information Services (B2B), Publishing, Restaurants and Bars

United States

Buyout/LBO, Debt - General, Merger of Equals, Merger/Acquisition, Mezzanine, PE Growth/Expansion, PIPE

Manufacturing, Mobile, SaaS

105

ACG Atlanta

2020-21 Board of Directors Pictured Front Row, Left to Right:

Pictured Back Row, Left to Right:

Not Pictured:

Chevy Arnold, EY Ed Fisher, SouthPointe Ventures Ann Cox Cardell McKinstry, Aprio Bill Wade, Company.com Karen Robinson, OnGev Colby Schwartz, Fifth Third Securities Beth Turner, Cherry Bekaert Steve Tye, Croft & Bender LP

John McCarty, Star Mountain Capital Jesse Speltz, Cabretta Capital Paul Broni, Bank of America Hazen Dempster, Troutman Sanders Patrick Putman, CIBC Bank USA Mitch Ballantyne, Truist Securities Jeremy Ellis, Genesis Capital Jason Goode, Alston & Bird Scott Rhodes, Citizens M&A Advisory Jackson Bender, Palmer & Cay Tom Matthesen, THRIVE Farmers Coffee Jeff Neppl, The Koblentz Group Bill Lundstrom, Eagle Merchant Partners Gregory Worthy, Bryan Cave Leighton Paisner

David Calhoun, Morris Manning & Martin David Cusimano, Accel-KKR Jim Douglass, Fulcrum Equity Partners Karan Ishwar, Argenbright Holdings Brittany Boals Moeller, Goldman Sachs

106

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