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NORTHSTAR’S

PRIVATE EQUITY FAST PITCH INDUSTRIALS, MANUFACTURING & ENERGY SERVICES

THE FOUR SEASONS – HOUSTON, TX JUNE 5th, 2014


NORTHSTAR’S PRIVATE EQUITY FAST PITCH FOCUS ON INDUSTRIAL & ENERGY SERVICES JUNE 5th, 2014

Event Schedule: 11:30am

- 12:00pm Event Registration

12:00pm

- 1:30pm

Opening Key Note Speaker & Lunch - Andrew Schroeder, Simmons & Co. Int.

1:30pm

- 3:00pm

6 Private Equity “Fast Pitch” Presentations

3:00pm

- 4:00pm

Fast Pitch Key Note Speaker - Victor Vescovo, Insight Equity

4:00pm

- 5:30pm

6 Private Equity “Fast Pitch” Presentations

5:30pm

- 7:00pm

Networking Cocktail Reception - Meet the Presenting Private Equity Speakers

Event Moderators:

Jeff Henningsen Lockton Companies

Stuart Brown MHT MidSpan

Jennifer Grett Lockton Companies

5847 San Felipe Dr., Ste. 320 Houston, Texas 77057 jhenningsen@lockton.com

2000 McKinney Avenue, Ste. 1200 Dallas, TX 75205 sbrown@mhtmidspan.com

5847 San Felipe Dr., Ste. 320 Houston, Texas 77057 jgrett@lockton.com


NORTHSTAR’S PRIVATE EQUITY FAST PITCH FOCUS ON INDUSTRIAL & ENERGY SERVICES JUNE 5th, 2014

Key Note Speakers:

Andrew Schroeder Simmons & Company International Senior OFS Managing Director Andrew C. Schroeder joined the firm in 1998 and focuses exclusively on the energy service and equipment sector. Previously, Andrew qualified as a CPA while working at Price Waterhouse. He holds an MBA from Harvard Business School and graduated summa cum laude with a BBA from Texas A&M University.

Victor Vescovo Insight Equity Chief Operating Officer Victor is Chief Operating Officer and Head of Deal Sourcing and Structuring at Insight Equity. He has overall responsibility for the firm’s origination of new transactions and arranging financing, but also maintains deep involvement in the operations of selected portfolio companies. Victor is also Head of Insight Equity’s New York office. Before co-founding Insight Equity, Victor was a senior manager at Bain & Company where he focused on corporate turnarounds and business transformations. He is a retired Commander (O-5) in the US Navy Reserve, and has climbed the highest peak on all seven continents including Mt. Everest.


NORTHSTAR’S PRIVATE EQUITY FAST PITCH FOCUS ON INDUSTRIAL & ENERGY SERVICES JUNE 5th, 2014 Hastings Equity Partners

1:30pm

Tanner Moran Hastings Equity Partners 4203 Montrose Boulevard, Suite 350 Houston, TX 77006 tmoran@hastingsequity.com Hastings Equity Partners is a private equity firm with offices in Houston and Boston focused on investing in lower, middle-market businesses in the energy sector. Hastings’ approach is to leverage the extensive operational experience of the firm's managers and investors, many of whom are active or former CEOs of Fortune 1000 companies. In addition, due to the firm's expanding portfolio of oilfield services companies, it is able to share best practices, technology trends and contacts across its platform to ensure that all of its investments benefit. Hastings strives to help companies create sustained value for their employees, customers, and investment partners. Hastings is currently investing out of its third fully committed capital fund. Tanner is a Vice President at Hastings Equity Partners. He leads their Houston office and has been with the firm since 2008. Tanner’s responsibilities include leading the firm’s Business Development activities and participating in all aspects of the investment process. Prior to joining Hastings, Tanner worked for State Street Corporation in their Boston office. He is a graduate of Saint Anselm College with a Bachelor of Arts in Business.

H.I.G Capital

1:45pm

Keval Patel H.I.G. Capital 1450 Brickell Avenue, 31st Floor Miami, FL 33131 kpatel@higcapital.com Keval is a Managing Director in H.I.G. Capital's Miami office. Keval is responsible for all aspectsof the investment process including sourcing, transaction structuring, financing, and execution of post-closing growth and operational strategies. He has more than eleven years of experience in middle market private equity and has led investments across a wide range of industries including chemicals, industrials, building products, technology, and business services. Keval currently serves on the boards of several H.I.G. portfolio companies including Cornerstone Chemical Company, Harrison Gypsum, Infogix and TestAmerica. Keval received his Bachelors of Economics from the Wharton School at the University of Pennsylvania.


NORTHSTAR’S PRIVATE EQUITY FAST PITCH FOCUS ON INDUSTRIAL & ENERGY SERVICES JUNE 5th, 2014 Capital Partners

2:00pm

Thorsten Suder Capital Partners Eight Greenwich Office Park Greenwich, CT 06831-5149 tsuder@capitalpartners.com Mr. Suder joined Capital Partners in 2012. Mr. Suder teams with Mr. Willert to focus on deal sourcing as well as new transaction execution and monitoring of portfolio companies. Prior to joining Capital Partners, he was a Vice President in the Private Equity and Mezzanine Group at Hartford Investment Management Company ("HIMCO"), a subsidiary of The Hartford Financial Services Group, Inc. While at HIMCO, Mr. Suder sourced, executed and monitored private equity, mezzanine and private equity fund investments. Prior to HIMCO, Mr. Suder worked at Mezzanine Management, LLC and Cigna Investment Management where he reviewed and evaluated private equity and mezzanine investments. Mr. Suder graduated from Manhattanville College with a BA in Economics and received his MBA from Cornell University.

Baird Capital

2:15pm

Andrew Brickman Baird Capital

227 West Monroe Street, Suite 1900 Chicago, IL 60606 abrickman@rwbaird.com Andrew Brickman focuses on acquisition opportunities in the Products sector focusing specifically on industrial and commercial companies. Prior to joining Baird Capital's U.S. Private Equity team in 1998, Andrew served as Vice President of Operations and Manufacturing for a regional retail chain. Andrew's operations background is complemented by considerable financial investment experience at a number of private equity investment firms. He is a director of Digi-Star, Justrite, The Mayline Group, Eckler's, Kason Corporation and MedPlast Holdings, Inc. Andrew received his BA from Middlebury College, graduating Phi Beta Kappa, with highest honors. Baird Capital makes sector-focused venture capital, growth equity and private equity investments in high-potential companies across the U.S., Europe and Asia. We partner with management to build world-class companies. We invest in businesses across the Healthcare, Technology & Services, and Products industries – sectors where we have deep sector knowledge, significant investment expertise and global operating resources that position us to serve as a value-added partner to our portfolio companies. The way we succeed is important, and we strive to be a true partner to our investors and portfolio companies. These are hallmarks of what we do every day, and they’re been cornerstones of our approach since we opened our doors in 1989.


NORTHSTAR’S PRIVATE EQUITY FAST PITCH FOCUS ON INDUSTRIAL & ENERGY SERVICES JUNE 5th, 2014 The Sterling Group

2:30pm

Franny Jones The Sterling Group Nine Greenway Plaza, Suite 2400, Houston, TX 77046 fjones@sterling-group.com Franny Jones is the Director of Marketing and Investor Relations at The Sterling Group. Founded in 1982, The Sterling Group is a middle market private equity firm that targets controlling interests in basic manufacturing, distribution and industrial services companies. Typical enterprise values of these companies range from $100 million to $500 million. Sterling has sponsored the buyout of 43 platform companies and numerous add-on acquisitions for a total transaction value of over $10 billion. Franny is responsible for the firm’s investor relations and fundraising activities and also spends time sourcing new investment opportunities. Franny joined Sterling in 2010. Previously, Franny was a Private Wealth Advisor at Morgan Stanley and Lehman Brothers, both in New York. Franny received a B.A. in Art History from Princeton University.

Arthur Hollingsworth

2:45pm

Arthur Hollingsworth Lone Star Investment Advisors 13355 Noel Road, Suite 1750 Dallas, Texas 75240

ah@texasprivateequity.com Mr. Hollingsworth is Managing Partner of five private equity funds with over $550 million under management. The Funds’ portfolio companies collectively have $500 million in sales and 5,100 employees. He has 28 years of experience in private equity investing and investment banking with the funds mentioned above, Paine Webber Incorporated (now UBS), and First Boston Corporation (now Credit Suisse). He served on the North Texas Super Bowl XLV Host Committee, was Chairman of the Dallas Convention and Visitors Bureau, was Chairman of the North Dallas Chamber of Commerce, and also has served as the Vice Chairman of the Dallas Area Rapid Transit Authority. Mr. Hollingsworth currently serves on the boards of Continental Electronics Corporation, Dallas Committee on Foreign Relations, Dallas Convention and Visitors Bureau, Dallas Symphony Orchestra Retirement Plan, Energy Steel Products, LLC (Chairman), Safety Storage, Inc., and Yellow Checker Cab Company of Dallas/Fort Worth, Inc. He is a former board member of the City of Dallas Reinvestment Zone Board, the City of Dallas Privatization Technical Subcommittee, the LBJ Executive Board, which developed the construction plan for IH 635 Freeway, and the University of Texas Southwestern University Hospitals and Clinics Board of Visitors. A Harvard College Scholar, Arthur Hollingsworth earned an undergraduate degree in Economics from Harvard University and has served as Chairman of the Harvard Club of Dallas. He is an inductee in the Harvard Varsity Club Hall of Fame for his role as Captain of the National Championship 1985 Harvard Rowing Team, as referenced in Devin Mahony’s book, The Challenge. (Chicago: Contemporary Books, 1989. Print.) In January 2009, the Dallas Business Journal awarded Mr. Hollingsworth with the Community Impact Dealmaker of the Year award. He is a 2011 and 2012 Honoree in the Dallas Business Journal “Who’s Who in Energy”. Mr. Hollingsworth was honored as the 2014 Human Relations Award recipient at the Interdenominational Ministerial Alliance’s Annual Awards and Scholarship Banquet in February 2014. Past recipients of this award include Dallas Mayor Tom Leppert in 2008, and Omni Hotel & Resort CFO and Senior Vice President of Acquisitions and Development, Mike Garcia. A direct descendant of Alexander Hamilton, Mr. Hollingsworth serves on the Alexander Hamilton Friends Association Board of Directors Mr. Hollingsworth is a member of Dallas’ 2016 Republican National Convention Host Committee.


NORTHSTAR’S PRIVATE EQUITY FAST PITCH FOCUS ON INDUSTRIAL & ENERGY SERVICES JUNE 5th, 2014 Pouschine Cook Capital Management

4:00pm

Robert Jenkins Pouschine Cook Capital Management

375 Park Avenue, Suite 3408 New York, New York 10152 rjenkins@pouschinecook.com Rob Jenkins is a Principal at Pouschine Cook Capital Management, a New York-based private equity firm with over $250 million of capital under management. Pouschine Cook makes control and strategic non-control investments in private, family and founder-owned lower middle market businesses to provide capital for shareholder liquidity, acquisitions and organic growth. Currently, Rob serves as a director of Drilltec Technologies Corporation, a Houston-based manufacturer of OCTG thread protectors and protective transportation systems. He is also on the Board of Latex International, a Connecticutbased manufacturer of premium latex foam rubber mattress cores, pillow buns and finished beds. Rob has worked extensively with founder and family-owned businesses to transition them to larger scale enterprises with particular emphasis on best practice implementation across a broad spectrum of disciplines: governance, strategic planning, human capital development, operational improvements, information systems upgrades, and financial oversight and guidance. Rob works closely with management to provide companies the operational enhancements, capital and active guidance at the Board level that they need to achieve higher growth and profitability. Prior to joining Pouschine Cook at its inception in 1999, Rob was a Principal at Head & Company LLC (formerly, John Head & Partners), a private equity firm specializing in insurance industry buyouts, and was a Senior Auditor with KPMG Peat Marwick in its financial services group in New York City. Rob graduated from Middlebury College (cum laude) with a BA in Mathematics & Computer Science and earned an MBA from New York University Leonard N. Stern School of Business.

Elm Creek Partners

4:15pm

Aaron Handler Elm Creek Partners 5949 Sherry Lane, Ste. 1070 Dallas, Texas 75225 aaron@elmcreekpartners.com Aaron is a co-founder and partner at Elm Creek Partners, a private equity investment firm targeting smaller middle market buyout and growth equity investments. Founded in 2007, the team at Elm Creek Partners has worked together for over a decade, enabling talented entrepreneurs to pursue unique opportunities across a broad spectrum of industries. The firm typically invests between $3 and $6 million of equity into enterprises generating $10 to $50 million in revenue and less than $5 million in EBITDA. Current areas of emphasis include healthcare services, niche manufacturing and industrial services.


NORTHSTAR’S PRIVATE EQUITY FAST PITCH FOCUS ON INDUSTRIAL & ENERGY SERVICES JUNE 5th, 2014 Fortitude MB

4:30pm

Jim Scott Fortitude MB 1800 W. Littleton Blvd Littleton, CO 80120 jwilson@fortitudemb.com Jim Scott began his career in investment banking with Salomon Brothers Inc. in New York City as a financial analyst in their domestic mergers and acquisitions group. He later joined Swiss Bank Corporation as an initial member of their domestic corporate finance division where he was one of the youngest professionals to ever earn the title of Associate Director. Following Swiss Bank’s acquisition of S.G. Warburg in 1995, he moved to London to assist in launching Warburg’s global chemicals investment banking group. After that group was successfully developed, Jim transitioned back into mergers and acquisitions in London, with a specific focus on cross border transactions. During his tenure at Salomon Brothers and UBS Warburg, Jim advised clients on over $20 billion in transactions in multiple industries and worked with such companies as The Dow Chemical Company, Metallgesellschaft AG, Swiss Air, General Motors, Roadmaster Industries, Inc. and British Petroleum. Jim moved to Denver in 1998 and launched The Scott Company, LLC, a private advisory and investment firm focused on the lower middle market. The Scott Company’s principal investment was Qube Visual, Denver’s leader in signage and graphics with such notable clients as The Pepsi Center and its sports teams, Denver International Airport, University of Colorado and University of Denver. Jim led that business as its President and CEO until its sale in early 2012 to a strategic buyer. Jim brings a unique blend of transaction, operating and leadership experience to Fortitude MB. He has served as a Board of Director to several private companies, is the past-President of Entrepreneurs Organization (EO) Denver and served eight years on the Board of Trustees of the YMCA of Metropolitan Denver. Jim is a registered representative with Colorado Financial Service Corporation. Member FINRA / SIPC.

The Halifax Group

4:45pm

Scott Van Duinen The Halifax Group 200 Crescent Court, Suite 1030 Dallas, TX 75201 svanduinen@thehalifaxgroup.com Halifax is a leading lower middle market private equity firm that invests $20-50 million in management buyouts, recapitalizations or acquisitions of family businesses, corporate carve outs, and buy-and-builds. The firm partners with managers and entrepreneurs to grow niche businesses across a variety of industries including health and wellness, “infrastructure” (industrial, environmental and energy services), business and government services, specialty distribution and franchising. Halifax is approximately $1.0 billion of capital under management with offices in Washington D.C., Dallas and Raleigh. Scott joined Halifax in 2004 and has more than 16 years of middle market private equity investing, leveraged finance and M&A experience. Scott graduated from SMU with a BBA in Accounting and earned an MBA (with concentrations in Finance, Entrepreneurship and Strategy) from the University of Chicago.


NORTHSTAR’S PRIVATE EQUITY FAST PITCH FOCUS ON INDUSTRIAL & ENERGY SERVICES JUNE 5th, 2014 Rock Hill Capital

5:00pm

Jim Wilson Rock Hill Capital 2777 Allen Parkway, Ste. 850 Houston, Texas 77019 jwilson@rockhillcap.com Jim Wilson joined Rock Hill in September 2009 and assists in managing all aspects of the investment activities of the funds including fund raising, deal sourcing and investment management of portfolio companies. He functions as a liaison helping to manage relationships with our current and future investment partners. Before joining Rock Hill, he was founder and managing partner of RSTW Partners a mezzanine debt and private equity firm, and vice president of First Texas Merchant Banking Group and Gibraltar First Texas. He began his career at Arthur Young and earned a bachelor's degree in accounting from Texas A&M University. He recently finished his term on the Board of Regents of the Texas A&M University System. Rock Hill Capital Group, founded in 2007, is a Houston, Texas based private equity group. Rock Hill invests in industrial service companies located in Texas and across the Gulf Coast region. The Rock Hill strategy is to invest with entrepreneurial owners of growth businesses with products and services having unique competitive advantages. We target operating companies in the $4 million to $7 million EBITDA range.

The Jordan Company

5:15pm

Joe Linnen The Jordan Company 875 N. Michigan Ave., Suite 4040 Chicago, IL 60611 jlinnen@thejordancompany.com Joe joined The Jordan Company in 1993. For the first ten years at TJC, he focused on sourcing, originating, evaluating, negotiating and leading the execution of acquisition transactions. Since 2003, he has focused all of his time on sourcing, originating and evaluating transactions on behalf of TJC. He currently serves on the board of directors of WCT Holdings, Ltd. Joe is Chairman Emeritus of the La Lumiere School Board of Trustees and he was Co-Chairman of its Courageous Vision Capital Campaign. Joe is a founding Director and Vice-Chairman of the Oz Park Baseball Association in Chicago. He holds a B.S. degree in Business Administration with concentration in Finance from the University of Notre Dame. The Jordan Company, founded in 1982, is a middle-market private equity firm that manages funds with original capital commitments in excess of $8 billion with a 30-year track record of investing in and contributing to the growth of many businesses across a wide range of industries. The senior investment team has been investing together for over 20 years and they are supported by the Operations Management Group, which was established in 1988 to initiate and support operational improvements in portfolio companies. Headquartered in New York, The Jordan Company also has offices in Chicago and Shanghai.


Thank you to all of our Sponsors!

NORTHSTAR PRIVATE EQUITY FAST PITCH FOCUS ON INDUSTRIAL & ENERGY SERVICES JUNE 5th, 2014


Roy Bowman Aventine Hill Partners, Inc. 2211 Norfolk Street, Suite 1110 Houston, Texas 77098 roy.bowman@aventinehillinc.com

Scott Dickinson Aventine Hill Partners, Inc. 2211 Norfolk Street, Suite 1110 Houston, Texas 77098 scott.dickinson@aventinehillinc.com

Tom Himmer Aventine Hill Partners, Inc. 2211 Norfolk Street, Suite 1110 Houston, Texas 77098 tom.himmer@aventinehillinc.com

Patricia Weeks Aventine Hill Partners, Inc. 2211 Norfolk Street, Suite 1110 Houston, Texas 77098 pat.weeks@aventinehillinc.com

Todd Friant CIT Corporate Finance, Energy 5420 LBJ Freeway, Suite 200 Dallas, Texas 75240 todd.friant@cit.com

Walter Stanton CIT Group 5420 LBJ Freeway Dallas, TX 75204 walter.stanton@cit.com

Michael Robinson CIT Group 5420 LBJ Freeway Dallas, TX 75204 michael.robinson@cit.com

Stewart McLeod CIT Group 5420 LBJ Freeway Dallas, TX 75204 stewart.mcleod@cit.com

Tony Banks Hein & Associates 14755 Preston Road, Ste. 320 Dallas, Texas 75254 tbanks@hein.com

Michael L. Grant Hein & Associates 500 Dallas Street, Ste. 2500 Houston, TX 77002 mgrant@heincpa.com

Brad Ross Hein & Associates 500 Dallas Street, Ste. 2500 Houston, TX 77002 bross@heincpa.com

Kenny Grace Hein & Associates 500 Dallas Street, Ste. 2500 Houston, TX 77002 kgrace@heincpa.com

Jeff Henningsen Lockton Companies 5847 San Felipe Dr., Ste. 320 Houston, Texas 77057 jhenningsen@lockton.com

Jennifer Grett Lockton Companies 5847 San Felipe Dr., Ste. 320 Houston, Texas 77057 jgrett@lockton.com

Rebekah Fangmeier Northstar 1800 Augusta Dr., Ste. 105 Houston, Texas 77057 rebekah@enorthstar.com

Whitney King Northstar 1800 Augusta Dr., Ste. 105 Houston, Texas 77057 whitney@enorthstar.com


Northstar's Private Equity Fast Pitch