Source: Capital IQ maximum enterprise value of €XX ($XXX ... · private investments, turnarounds, corporate carveouts, and in companies experiencing stress from financial or operating

Financial Buyers - Plastic Injection MouldingSource: Capital IQ

Sr. No. Fund Name Fund Description Portfolio Companies

1 Company A

Company A is a private equity firm specializing in middle market, mature,

turnarounds, restructuring, strategic re-positioning, and mezzanine

financings. It invests in plastics processing industry, injection molding

packaging, industrial, and automotive sectors. The firm prefers to invest

companies based in XX, XX, and XX. It typically invests in companies with a

maximum enterprise value of €XX ($XXX ) and maximum sales value of €XXX

($XXX ). The firm is focused on acquiring controlling stakes in small to

medium size businesses. The firm makes investments through its personal

capital and balance sheet. Company A was founded in YYYY and is based in

Munich, Germany.

Company XYZ. (Current Investment)

2 Company B

Company B is a private equity firm specializing in investments in small, mid

sized, and middle market companies. The fund seeks to invest in privately-

held, often family owned businesses and non core divisions of larger

companies. It primarily invests in companies operating in the packaging,

specialty industrial, pharmaceutical-related, specialty financial services,

niche manufacturing, medical products and services, consumer goods and

services, and insurance and financial services sectors. The firm seeks to

invest in companies with enterprise values between $XX and $XX and

EBITDA upto $XX. It prefers to make control oriented investments and holds

an investments for a period of four to six years. The firm prefers to exit its

investments through a sale to strategic buyer, sale to management or to a

financial buyer or an initial public offering. Company B was founded in YYYY

and is based in XXX.

Company XYZ (Prior Investment)

3 Company C

Company C is a private equity firm specializing in buyouts of middle market,

later stage, and mature companies. It does not make investments in early

stage commitments. The firm seeks to invest in healthcare, business services,

consumer, industrials, software, and information technology sectors. It

primarily invests in companies based in North America focusing on Canada

and United States and Europe, with a particular emphasis on the United

Kingdom. The firm invests between $XX and $XX in companies with

enterprise value between $XX and $XX. The firm prefers to acquire a board

seat in its portfolio companies. It may either lead or co-lead the investment.

The firm prefers to make control buyouts but also considers joint control

with partners. Company C was formerly known as OMERS Capital Partners.

Company C was founded in YYYY and is based in XXX with additional offices

in XXX. It operates as a subsidiary of XYZ.

Company XYZ (Current Investment)

4 Company D

Company D is a private equity firm specializing in acquisitions and platform

acquisitions. The firm makes investments in buyouts, large- middle market,

large-cap, mid-cap, and small-cap market and distressed companies. It also

invests in recapitalization, growth capital, corporate carve-outs of

subsidiaries and mission-critical supply divisions from multinational

corporations, operational restructurings of undervalued businesses, and

builds up. The firm seeks to invest in technology, electronics manufacturing

services, industrial, aerospace, healthcare, retail, industrials products,

customer care services, metal services, building products, entertainment,

gaming, cabinetry products, commercial vehicles, commercial and

investment banking, financial services, commercial and multi-unit residential

real estate. It invests in the XX region including XX. The firm seeks to invest

between $XX and $XX in companies that have minimum revenues of $XX. It

does not consider size if the company is in an industry in which the firm

already has presence. The firm seeks to make direct as well as co-

investments through managed private equity, real estate and credit funds. It

seeks to acquire a control position in its portfolio companies. Company D

was founded in YYYY and is based in XX with additional offices in XX.

Company XYZ (Prior Investment); Company XYZ Company

XYZ (Prior Investment); Company XYZ Company XYZ

(Current Investment)

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5 Company E

Company E is a private equity firm specializing in investments in late stage

growth capital, expansion capital, middle market, special situations,

leveraged buyouts, acquisitions, management buyouts, management

recapitalizations, privatization, family business, industry consolidation, take

private investments, turnarounds, corporate carveouts, and in companies

experiencing stress from financial or operating issues. The firm seeks to

invest in private and public companies in consumer products, energy,

retailing and related services, business services, manufacturing,

transportation, industrials, and communication sectors. The firm typically

invests in companies headquartered in XXX with a focus on the United States

and XX. It seeks to invest between $XX and $XX in companies with enterprise

and acquisition value between $XX and $XX, revenues of $XX or greater, and

EBITDA of $XX or more. The firm can make both majority and minority

investments in its portfolio companies. It prefers to exit from its investments

between three years and five years. Company E was founded in YYYY and is

based in XXX.

Company XYZ. (Current Investment); Company XYZ (Prior

Investment)

6 Company F

Company F is a self managed investment trust. The firm invests in the public

equity markets of the XX, XX, and XX. It primarily invests in financial funds,

leisure and media funds, property funds, industrial and service managed

general funds, and technology sectors. It also manages unquoted pools.

Company F was founded in YYYY and is based in XX.


7 Company G

Company G is a private equity firm specializing in mid-market buyouts. It

seeks to invest in management buyouts and buyins; institutional and

secondary buyouts; and funding for acquisitions. The firm invests in further

consolidation of its portfolio companies. It prefers to invest in industry

sectors with a focus on construction and building materials, consumer

products and services, financial services, healthcare, leisure and hotels,

specialist manufacturing, oil and gas, TMT, and support services. The firm

typically invests in small and mid-sized companies based in the XX. It invests

between £X XX ($XX) and £XX ($XX) in transactions with size between £XX

($XX) and £XX ($XX) in companies with enterprise value of between £XX

($XX) and £XX ($XX). The firm seeks to hold a board seat in its portfolio

companies. Company G was founded in YYYY and is based in XX.


8 Company H

Company H is a private equity and venture capital firm specializing in

mezzanine financing, subordinate debt and equity capital, and other junior

capital for lower middle market companies. It focuses on leverage and

management buyouts; acquisition financing; recapitalizations and

refinancings; growth capital financings; going private transactions; liquidity

for existing shareholders including generational transfers generational

transfers; and structured finance. The firm does not invest in start-up

companies or in real estate sector. It invests across diversified sectors. It

seeks to invest in XX companies. The firm usually invests between $XX to $XX

per transaction. It provides between $XX to $XX of mezzanine financing per

transaction and between $XX and $XX as junior capital financing. The firm

targets companies with revenues between $XX and $XX; EBITDA in excess of

$XX; and enterprise value between $XX and $XX. Around XX percent of the

investment can be in the form of common equity. It typically invests in the

form of subordinate debt with warrants; convertible subordinate debt or

preferred stock; PIK preferred stock; and non- control common equity (with

mezzanine investments). Company H was founded in July YYYY and is

headquartered in XXX with additional offices in XX.


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9 Company I

Company I is a private equity firm specializing in add-on acquisitions in mid

size middle-market companies. The firm invests in private and publicly

owned and subsidiaries and divisions of large corporations. The firm does

not invest in distressed or turnaround opportunities but seeks investments

in under managed companies. It does not limit its investments to any

specific industry focus, but focuses on industrial and consumer goods,

plastics and packaging, branded foods and beverage, food processing,

business services, general manufacturing, and value-added distribution

industries. The firm also targets investments in service industries,

particularly those with a business-to-business focus. It seeks to invest in

companies based in the XX. The firm typically invests in companies with

enterprise values between $XX and $XX and transaction values between $XX

and $XX. However, it may also participate in larger or smaller transactions. It

prefers to acquire a board seat or controlling positions through its funds in

its portfolio companies. Company I was formed in YYYY and is XX.


10 Company J

Company J is a private equity firm specializing in mezzanine investments in

lower middle market companies. It seeks to invest in management buyouts,

later stage, mergers or strategic acquisitions, generational transfer of

business ownership, redemption of minority shareholder interests,

recapitalization, internal growth, industry consolidation, share repurchases,

growth into new products and markets, and refinancing existing debt. It

does not invest in real estate, commodities, significant technology risk,

startups, early stage businesses, project finance, and turnarounds. The firm

prefers to invest in chemicals, construction materials, containers and

packaging, aerospace and defense, building products, construction and

engineering, electrical equipment, industrial conglomerates, machinery,

distributors, commercial and professional services, transportation,

automobiles and components, consumer durables and apparel, consumer

services, food beverage and tobacco, household and personal products

sector, manufacturing, business outsourcing, business services, value added

distribution, service companies, agribusiness, retail, and other mature

businesses. It primarily invests in companies in the Central U.S. from the

Great Lakes to the Rockies and from XX. The firm also invests outside this

region with a focus on XX. It seeks to make an equity investment between

$XX and $XX and debt investment between $XX and $XX in firms with an

enterprise value between $XX and $XX, sales value between $XX and $XX,

and EBITDA between $X and $XX. The firm invests either mezzanine capital

or with combination of mezzanine and equity capital in its portfolio

companies. It seeks to take minority positions in its portfolio companies, but

where appropriate also seeks majority ownership. Company J was founded

in YYYY and is based in XXX.


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11 Company K

Company K is a principal investment firm specializing in direct and fund of

funds investments. For direct investments, the firm specializes in venture

capital and private equity investments in startups, post startups, early

venture, growth capital, successions, capital restructuring, management

buyouts and buy-ins in middle market, turnaround, mid venture, late

venture, recapitalizations, and emerging markets and regional investments.

The firm is interested in businesses engaged in all sectors, in XX with a

special focus on France including XXX. For middle market, growth capital,

and leverage buyouts; it typically invests between €X XX ($XX ) and XX ($XX)

and more in case of syndicate investments in companies with over €XX ($XX)

in sales. The firm prefers to invest in companies in the information

technologies and life sciences sectors based in France and Northern Europe.

For regional investments, it makes investments of less than €XX (XX) in small

and medium-sized growth companies that create value, with sales under €XX

($XX), in all business sectors in the Rhône-Alpes, Auvergne, Burgundy, and

Franche-Comté regions. It also seeks to invest in companies having revenues

between €XX ($XX) in underdeveloped companies and in succession of

companies with valuation near €XX ($XX). The firm primarily invests between

€XX (XX) to €XX ($XX) in its portfolio companies. The firm seeks to invest in

companies with enterprise values between €XX ($XX) and €XX ($XX). The

firm aims to exit from its investments over a three to seven year time

horizon. Directly or through its sponsored private equity funds, it provides

unlisted growing companies with a full array of private equity services. The

firm takes either minority or majority stakes. Company K was founded in

YYYY and is based in XXX.


12 Company L

Company L, formerly FSI Régions SAS, is a venture capital and private equity

firm specializing in start-up, early venture, emerging growth, growth capital,

buyouts, buy-ins, and mezzanine investments in small and medium-sized

businesses. It generally invests in all the sectors with a focus on food

industry, hotel industry, catering, healthcare, information technology,

industry, services, construction, tourism and leisure. The firm focuses on

investments in France. It usually makes investments between €XX ($XX ) and

€XX ($XX) in companies with total revenues between €XX ($XX) and €XX

($XX). The firm generally takes a minority stake in the companies it acquires.

It prefers to invest in firms that have already been established for at least

three years. Company L was founded in YYYY and is headquartered in Paris,

France with additional offices in Paris, Lyon, Nantes, Lille, Basse-Normandie,

France, Dijon, Villers-lès-Nancy, Balma, Bordeaux, Marseille, Orléans,

Rennes, Rouen, Schiltigheim, and Montpellier, France. FSI Régions SAS is a

joint venture between Company B and Oséo Financement.


13 Company M

Company M is a private equity firm specializing in buyout, and growth

capital investments. It also seeks to invest in mature, middle market

companies, and turnarounds. The firm prefers to invest in underperforming

and under-managed companies. It seeks to invest in industrial

manufacturing and service companies. The firm has no geographic

limitations. It prefers to invest between $XX and $XXX in companies which

have revenues between $XX and $XX. The firm seeks investment in

companies with revenues under $XX if they can be grown or represent an

add-on opportunity to an existing portfolio company. The firm seeks to focus

on organic growth. It prefers to invest for fixed holding periods. Company M

was founded in YYYY and is based in XXX.


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14 Company M

Company M is a private equity and venture capital arm of Commerce

Bancshares Inc. It specializes in investments in family-owned businesses, late

ventures, management buyouts, leveraged buyouts, recapitalizations,

corporate divestitures, growth financings, expansions, going-private

transactions, and third-party/fundless sponsored transactions. The firm

seeks to invest in middle market and mature companies. It does not sponsor

start-ups, turnarounds, unproven technologies, new technologies,

biotechnology, real estate, energy, and financial institutions. The firm

primarily invests in aftermarket products and services, agricultural

equipment, baby-boomer products and services, building products, business

services, commercial aerospace, consumer durables, consumer packaged

goods, contract manufacturing services, direct marketing, distribution,

education and training products, energy – green technologies, food and

beverage, food service equipment, health and safety products, health care

services and outsourcing, industrial products, infrastructure products,

leisure and recreation, logistics, media and communications, medical devices

and diagnostic, outdoor and garden living, personal services, pet products

and services, plastics, publishing and printing, specialty chemicals, and test

and measurement. It typically invests in XXX to Houston but also considers

investments anywhere in the XX. The firm seeks to invest between $XXX and

$XX in companies with revenues between $XX and $XXX and greater than

$XX for platform companies and EBITDA between $XX and $XX. It invests in

companies with enterprise values between $XX and $XX and co-invests in

deals with enterprise values greater than $XX. The firm seeks to make add-

on business acquisitions and follow-on investments. It invests in any form of

junior capital including subordinated debentures, preferred stock, common

stock, and warrants. The firm seeks to be a board member in its portfolio

companies. It seeks to partner with other private equity firm. The firm seeks

to exit its investments between five and seven years through sale to

management, strategic, or financial buyer and initial public offering.

Company M was founded in YYYY and is headquartered in XX with an


15 Company N - Company XYZ (Current Investment)

16 Company O

Company O is a private equity and venture capital arm of Banque Federative

du Credit Mutuel. The firm specializes in seed/startup and buyout

investments. It makes balance sheet investments. Company O was founded

in February YYYY and is based in XX with an additional office in XX with

additional offices in XX.


17 Company P

Consolidation et Developpement Gestion SAS is a private equity investment

firm specializing in growth capital investments. The firm does not invest in

turnaround transactions and seeks only minority stakes. It prefers to invest

in private small and medium sized companies based in France and weakened

by the financial crisis. The firm prefers to invest between €XX ($XX) and €XX

($XX) in companies with revenues between €XX ($XX) and €XX ($XX). The

firm prefers to take a board seat in its portfolio companies and prefers to

exit its investments within five to seven years. Consolidation et

Developpement Gestion SAS was formed in YYYY and is based in XX. It

operates as a subsidiary of Comany XYZ.


18 Company B

Company B is a privately owned investment manager. The firm provides its

services to investment companies. It manages separate client focused

portfolios. The firm launches and manages equity, fixed income, and

balanced mutual funds for its clients. It also launches and manages hedge

funds for its clients. The firm invests in public equity, fixed income, and

hedging markets across the globe. It employs a combination of fundamental

and quantitative analysis with bottom-up securities picking approach to

create its portfolio. The firm conducts in-house research to make its

investments. It was founded on December XX, YYYY and is based in XXX.

Company B operates as a subsidiary of Company XYZ.


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19 Company B

Company B is a private equity and venture capital arm of Mouvement des

caisses Desjardins specializing in startups, venture debt, mezzanine, early

venture, mid venture, late venture, middle market, mature and later stage.

The firm does not invest retail, company turnaround, and venture capital

investment firms. The firm seeks to invest in healthcare, trading companies

and distributors, agricultural services, and life sciences sectors. The firm’s life

sciences investments includes the firm focuses on the biotechnology and

pharmaceutical fields with a particular focus on therapeutic products,

medical equipment, and services, at all stages of their development. It also

seeks to invest in life sciences companies having a proprietary intellectual

property, a multi-product development strategy, assets less than $XX, net

worth less than $XX, and having XX percent of its staff based in XX. It seeks

to invest in XX with a focus on Saguenay-Lac-Saint-Jean, Charlevoix and

Haute Côte-Nord, Côte-Nord, Chaudières-Appalaches, Quebec City, Central

Quebec, Eastern Townships, Montreal, Outaouais, Abitibi-Témiscamingue,

Nord-du-Québec and Northern Québec, Eastern Montérégie, Richelieu-

Yamaska, Mauricie, Laval and Laurentians, Lanaudière , Bas-Saint-Laurent,

Gaspésie-Îles-de-la-Madeline, Côte-Nordat, South Shore and North Shore,

Greater Montreal, and Center and East of Montréal. The firm seeks to invest

between $XX and $XX in form of equity and between $XX and $XX in form of

debt. The firm invests in businesses and cooperatives. Within businesses it

seeks to invest in development capital. It provides capital for acquisitions

and mergers, expansion and modernization, management buyout, business

transfer and buyout, innovation, development of cooperatives, increasing

working capital. It does not invest in natural resource exploration, and

financial services. The firm invests in industrial, manufacturing, service

sectors, technology and telecommunication sector. The firm’s industrial

investments include industrial technology, from manufacturing to

nanotechnology, as well as the chemical, electronic, energy-related

technology, food, and heavy industry sectors. Within information technology

and telecommunications, it seeks to invest in information management,


20 Company B

Company B specializes in early stage, mid venture, middle market, later

stage, mature, buyout, start-up, growth, mezzanine, and expansion stage

funding. It typically invests in industrials, trading companies and distributors,

manufacturing, telecommunications, information technology,

communications equipment, and investment funds sectors. The fund invests

in various resource regions of Québec, namely, Abitibi-Témiscamingue, Bas-

St-Laurent, Côte-Nord, Gaspésie — Îles-de-la-Madeleine, Mauricie, Nord-du-

Québec, and Saguenay — Lac-St-Jea. The fund typically makes equity

investments between CAD XX ($XX) and CAD XX ($XX) per transaction. It

invests in operating entities, as well as acquires minority interests in

companies, cooperatives and partnerships, or a legal person operating an

enterprise, the majority of whose employees are resident in XX and with less

than $XXX of assets and net equity of not more than $XX.


21 Company B

Company B is a principal investment firm specializing in investments in early

stage, emerging, and mature companies. It typically invests in technology

companies which include communications, software, and services. The firm

primarily invests in companies based in United States. It initially invests

around $XX to $XX but the total investment size ranges between $XX and

$XX distributed over several rounds of financing. The firm prefers a board

seat in its portfolio companies and also seeks to acquire minority interests in

companies in which it co-invests. Dominion Ventures, Inc was co-founded by

Mr. XX in YYYY and is based in XXX.


22 Company B

Company B is a private equity and venture capital firm specializing in seed

capital and early stage equity investments. The firm also invests in

management buyouts and buy-ins. It does not invest in companies operating

in the property, leisure or retail businesses. The firm prefers to invest in

companies operating in the software, communications hardware, medical

technology, silicon, and food sectors. The firm typically invests up to €XX

($XX) in companies based in Ireland. The firm prefers to invest in minority

stake and also makes co-investments and seeks to exit its investments within

four to seven years. Company B was founded in YYYY and is based in XXXX.


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23 Company B

Company B is a principal investment firm specializing in specialist loan and

mezzanine finance. The firm typically finances start up, early or late stage

development, management buyout, and buy-ins. It does not invests in land,

commodities, futures, wholesale trade or retailing, ship building, former

ECSC sectors, motor manufacturer or first tier supplier, agriculture, synthetic

fiber production, railway, road haulage, maritime or aviation, banking,

insurance, money lending, debt financing, hire purchase financing or other

financial activities, leasing, legal and accountancy services, hotels,

residential, and nursing homes, and exporting. The firm primarily invests in

companies based in the counties of XX, and XX, and Tees Valley. It seeks to

invest between £XX ($XX) and £XX ($XX). The firm invests in small and

medium sized companies that include companies with turnover not

exceeding €XX ($XX), balance sheet total not exceeding €XX ($XX),

employees not more than XXX and companies other than small and medium

sized companies not holding more than XX percent of voting shares.

Company B is based in XX and has an additional office in XX. It operates as a

subsidiary of Company XYZ.


24 Company B

Company B is a venture capital and private equity arm of Banque Populaire

des Alpes. It specializes in seed/start up, early venture, growth capital, and

LBO transactions. It prefers to invest in the following French departments:

Hautes Alpes; Alpes de Haute Provence; Ardèche; Drôme; Isère; Savoie and

Haute Savoie. It makes investments in all sectors except real estate. It seeks

to invest between €XX ($XX) and €XX ($XX) and take a minority stake in its

portfolio companies.Company B is based in XX.


25 Company B

Company B is a venture capital firm specializing in investments in emerging

growth companies. The firm typically invests in Internet, e-commerce, and

information technology markets with a focus on systems management

(security, storage, and performance management); application integration

and workflow; business intelligence and analytics; business process

outsourcing; groupware and collaboration applications; and e-commerce

infrastructure and enabling technologies. It seeks to take a board seat in its

portfolio companies. Company B is based in XX.


26 Company B

Company B is a venture capital firm specializing in seed, startup, early

venture, mid venture, and late venture investments. It prefers to invest in

companies in the manufacturing sector. The firm prefers to invest in

companies based in the Canadian region of Saquenay, Lac-Saint-Jean. The

firm typically makes equity investments between CAD $XXX ($XX) to CAD $XX

($XXX). It is based in XX. Company B operates as a subsidiary of Company

XYZ.


27 Company B

Company B is a venture capital and private equity investment arm of BNP

Paribas Fortis SA/NV. It specializes in fund of funds and direct investments.

In direct investments, the firm specializes in mezzanine financing, buyouts,

development capital, replacement capital, mature and middle market

transactions. The firm does not invest in defence industry, property

development, and real estate. It seeks to invest across all sectors. The firm

primarily invests in medium sized companies in XX including XX with a focus

on XX. In XX, the firm operates through Company XYZ.. In XX, the firm seeks

to provide private equity to undervalued and/or undermanaged companies

in which the specific turnaround expertise will be used to implement the

necessary steps. For the fund of funds, the firm targets primary funds in buy-

out, venture capital, diversified, niche, and seeks to invest in Europe, North

America, and Asia. It selectively co-invest in transactions ranging between

€XX ($XX) and €XXX ($XX). The firm typically invests between €XX ($XX) and

€XX ($XX) in equity per transaction in companies with enterprise values

between €XX ($XX) and €XX ($XX). The firm typically invests for four to seven

years. A proportion of the capital is also allocated to secondary investment

opportunities. It also co-invests in later-stage transactions in Europe,

initiated by the private equity funds in which it invests. Company B is

headquartered in XX.


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28 Company B

Company B is a private equity firm specializing in growth capital and

buyouts. It seeks to invest in retail, consumer, technology, environment

protection, environmental and renewable resources, healthcare, leisure,

media, and education sectors. The firm prefers to invest in emerging markets

with a focus on the Greater China Region. It prefers to invest between $XX

and $XX in equity per transaction. The firm invests in both unlisted and listed

enterprises and prefers to take minority stake. Company B was founded in

December YYYY and is based in Central, Hong Kong with an additional offices

in Shanghai, China and Beijing, China.


29 Company BCompany B is a privately owned investment manager.Company B is based in

Rio de Janeiro, Brazil.Company XYZ (Current Investment)

30 Company B

Company B is a private equity firm specializing in management buyouts,

shareholder liquidity, acquisition financing, recapitalizations, mezzanine,

SBIC, and growth capital transactions in lower middle market companies.

The firm seeks to invest in later stage companies. The firm seeks to invest in

established companies in technology, waste and recycling, business services,

restaurant and retail, consumer products and services, healthcare,

education, manufacturing, hardware and software technologies, and

distribution sectors. It prefers to invest in companies based in the United

States. The firm seeks to invest between $XX and $XX in companies with

revenues between $XX and $XX and EBITDA of at least $XX. It targets growth

oriented companies that have at least three years of operating history. The

firm structures its investments in the form of common stock, preferred

stock/equity, and subordinated debt with warrants. It is willing to co-invest

and will participate in control and minority transactions. The firm prefers a

board seat in its portfolio companies. Company B was founded in YYYY and

is based in XX.


31 Company B - Company XYZ (Current Investment)

32 Company B

Company B is a privately owned investment manager. The firm primarily

provides its services to pooled investment vehicles and pension and profit

sharing plans. It also caters to investment companies, charitable

organizations, state or municipal government entities, corporations, non-

U.S. governmental entities, and welfare benefit plans. The firm manages

equity mutual funds for its clients. It invests in the public equity markets

across the globe with a focus on emerging markets. The firm was founded in

YYYY and is based in XX. Company B operates as a subsidiary of Company B


33 Company B

Company B is a private equity and venture capital arm of Sociedad para la

Promoción y Reconversión Industrial specializing in investments in expansion

capital, bridge, recapitalizations, development, substitution, or re-

orientation, acquisitions for exports, management buyouts and buyins, and

foreign companies seeking a local partner to accompany them in their

establishment process. It does not invest in finance or in real estate

transactions. The firm prefers investing in early stage, seed/start-up,

emerging growth, mid venture, and late venture. The firm prefers to invest in

the food companies; hotels, restaurants, and leisure; media; retailing;

consumer staples; energy; forest products; healthcare; industrials; consumer

durables and apparel; agricultural products; beef cattle; fish products;

information technology; materials; and telecommunication services. The

firm seeks to invest in companies based in Spain (Basque country). It seeks

to invest between $XX and $XX and on an average $XX in its portfolio

companies. It seeks to invest in small and medium sized businesses. The firm

seeks to invest for a period of five to ten years. Company B was founded on

October Y, YYYY and is based in XX.


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34 Company B

Gladstone Investment Corporation is a business development company

specializing in buyouts; recapitalizations; refinancing existing debt; senior

debt securities such as senior loans, senior term loans, lines of credit, and

senior notes; senior subordinated debt securities such as senior

subordinated loans and senior subordinated notes; junior subordinated

debt securities such as subordinated notes and mezzanine loans; limited

liability company interests, and warrants or options. The fund does not

invest in start-ups. It seeks to invest in small and mid-sized companies based

in the United States. The fund prefers to make debt investments between

$XX and $XX and equity investments between $XX and $XX in companies. It

seeks minority equity ownership and prefers to hold a board seat in its

portfolio companies. The fund typically holds its investments for seven years

and exits via sale or recapitalization, initial public offering, or sale to third

party.


35 Company B

Company B is a private equity firm specializing in growth, middle market

leveraged buyout, ownership transition, add-on acquisitions, initial

acquisition of family-owned or closely-held business, recapitalizations

including cash-outs; small and middle markets, industry consolidations,

senior debt reduction, and short-term bridge financing in mature and small

and medium-sized companies. It does not invest in start up firms and

turnarounds or in the technology or financial services sectors or any volatile

or cyclical industry segments. The firm targets investments in aerospace and

defense, energy, health care services, business services, and industrial

products and services companies in the United States. It makes investments

between $XX and $XX in companies, between $XX and $XX in EBITDA and

between $XX and $XX in sales. The firm also provides financing between $XX

and $XX in the form of loans including senior debt, second lien debt,

subordinated debt, mezzanine debt, secured and unsecured subordinated

loans or preferred equity and real estate sale leasebacks. IThe firm

structures its investments in the form of common stock, preferred stock,

limited liability company interests, or warrants to purchase the foregoing. It

also invests in fundless sponsors and provide private company owners

capital for growth, acquisitions and transition planning. The firm seeks to

enter into co-investment transactions. The firm investments in debt

securities have a term of no more than seven years. Company B is based in

XX, with additional offices across the XX.


36 Company B

Company B is a private equity firm specializing in recapitalizations, growth

capital, acquisitions, management buyouts, mezzanine financing, and

change of control transactions. It prefers to invest in technolgoy,

manufacturing, specialty manufacturing, industrial and business services,

healthcare, value-added distribution, energy, consumer, and financial

services sectors. It undertakes XX% acquisitions as well as minority

investments. Company B was founded in YYYY and is based in XXX.


37 Company B

Hubei Kehua Insight Venturing Investment Co., Ltd. is a principal investment

firm specializing in modern manufacturing, new materials, new energy,

medical devices, pharmaceutical, hospitals and chain medical institutions,

emerging services, hi-tech agriculture, branded consumer products, internet,

and media sectors. Hubei Kehua Insight Venturing Investment Co., Ltd. was

founded in July YYYY and is based in XXX.


38 Company B

Company B is the private equity and venture capital arm of the Industrial

Bank of Korea. The firm specializes in venture investments, mergers and

acquisitions, and corporate restructuring. It primarily invests in small and

medium enterprises. For venture investment, the firm focuses on technology-

focused companies operating in the following industries: energy,

environment, knowledge-based services, information technology,

biotechnology, nanotechnology, components, and materials. Company B

was founded in YYYY and is based in XXX.


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39 Company B

Company B is a venture capital arm of IFCI Ltd. The firm seeks to invest in

seed/ startup and late venture firms. The unqualified segments for

investment are promoters categorized as 'willful defaulters' list by RBI,

industries producing or consuming Ozone depleting substances, companies

engaged in the business of tobacco, Cigarette, gutkha, wine, lottery,

gambling, casino etc. The firm prefers to invest in materials, transportation,

energy, waste water management, electric power by wind energy, and

electric power by solar energy, fuel cells, batteries, lighting equipment,

machinery and automobiles and components sectors. It seeks to fund or

facilitate funding to ventures involving innovative product, process, or

technology in India. The firm invests in the form of equity, personal loans,

and company loans through conditional and conventional loans. It seeks to

invest in energy efficiency, areas spanning equipments, industrial process,

lighting, building materials, energy storage, waste management, pollution

control, transportation as well as forestation and reforestation activities,

and renewable/non-conventional energy sectors. The firm provides Short-

Term Lending to entrepreneurs and corporates, to facilitate business

growth. The firm makes investments in companies rated four or above in

accordance to the Small & Medium Enterprises Rating Agency (SMERA)

Rating Scale or in accordance with the internal criteria. The firm provides

loan amount between INR20 million ($XX million) and INRXX XX ($XX) and its

tenure is up to XX months and Rate of Interest ranges between XX percent

and XX percent p.a. The firm prefers to invest between $XX and $XX in its

portfolio company. Company B was founded in YYYY and is based in XX.


40 Company B

Company B is a venture capital investment firm specializing in seed or start

up, early stage, mid venture, and growth capital funding. The firm typically

invests in companies from the sectors of medical device,

telecommunications, information technology, engineering, cleantech,

environmental, and biotech. It prefers to invest in companies based in XX.

The firm usually acquires between XX percent and XX percent of the equity

in its portfolio companies. Company B was founded in YYYY and is based in

XX with additional offices in XX; XX, XX; and XX.


41 Company B

Company B is a venture capital arm of Caisse des Dépôts et Consignations

specializing in early stage, emerging growth, and later venture financing. The

firm focuses on creation and post creation development and acquiring

capital and developing small and medium-sized companies and also provides

growth capital. It prefers to invest in telecommunications, information

technology, biotechnology, biopharmaceutical, life sciences, industrials,

medical, medical devices, clean technologies and advanced materials,

energy, chemistry, new materials, healthcare services, and other healthcare

and e-healthcare related industries. The firm seeks to invest in companies

based in the XX with a focus on XX and XXX. It typically makes an initial

investment up to €XX ($XX) in companies with revenues up to €XX ($XX). It

may invest up to €XX ($XX) over several rounds of financing. The firm takes

active part on the board of directors of its portfolio companies. Company B

was founded in YYYY and is headquartered in XX with an additional office in

the XX.


42 Company B

Company B is a private equity firm specializing in seed, start up, venture

capital, growth capital, buyout and buy-in transactions. It prefers to invest

across all industries with a focus on technology, industrial automation,

biotechnology, medical, new materials, electronics, energy, information

technology, telecommunications, and industrial goods and services. The firm

invests in small and medium sized companies based in Europe with a focus

on France. It typically invests between €XX ($XX) and €XX ($XX) in companies

with revenues between €XX ($XX) and €XX ($XX). The firm seeks to acquire

minority stakes. Company B was founded in YYYY and is based in XXX.


43 Company B

Company B is a private equity and venture capital firm specializing in

investments in seed/start-up, early venture, mid venture, late venture,

leverage buyouts, turnaround, and growth capital transactions. It seeks to

invest across all sectors. The firm usually takes minority stakes in companies

based in the French region of Franche-Comté. The firm invests between €XX

($XX) and €XX ($XX) in companies with revenues below €XX ($XX). The firm

was founded in 1996 and is based in Besançon, France. Company B operates

as a subsidiary of Groupe Siparex.


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44 Company B


investments in management buyouts, recapitalizations, ownership changes,

later-stage, and growth opportunities. The firm typically invests in

manufacturing, service, distribution, and technology businesses across the

United States. It typically invests between $XX and $XX in the first round of

financing in companies as a member of a syndicate that may be providing

$XX to $XX. The firm typically invests in companies seeking less than $XX and

that have annual sales between $XX and $XX. It often co-invests with other

venture funds, prefers to lead or play an active co-investor role, and seeks

participation on the Board of Directors or observation rights. It may also

participate in Audit, Compensation and Management Selection Committees

of the portfolio companies. The firms favoured investment structures include

subordinated debt with warrants to acquire common stock or conversion

rights, preferred stock with warrants to acquire common stock or conversion

rights, and common stock often representing a minority ownership position.

It typically requires investment agreement provisions (e.g. put rights,

registration rights, etc.) to provide for exits. Company B was founded in YYYY

and is headquartered in XX with additional offices in XX.


45 Company B

Company B is a venture capital firm specializing in investments in imagining

or incubating stages, pre-seed, seed, and early stage companies led by

women and minority entrepreneurs. It does not invest in lifestyle businesses

like restaurants, small retail stores, and a small manufacturing operation.

The firm seeks to invest in the information technology, advanced energy,

electronics controls, sensors and advanced materials, and biosciences

industries. It primarily invests in Northeast Ohio, focusing on the 21 county

region including Ashland, Ashtabula, Carroll, Columbiana, Crawford,

Cuyahoga, Erie, Geauga, Holmes, Huron, Lake, Lorain, Mahoning, Medina,

Portage, Richland, Stark, Summit, Trumbull, Tuscarawas, and Wayne

counties. The firm seeks to invest in companies between $XX and $XX and to

average about $XX million. It typically invests in those companies less than

$XX in revenues and which can have $XX to $XX in annual revenues within

five years to seven years and which have a $XX potential market for its

products and services. The firm prefers to invest through equity, convertible

debt, and grants. It seeks an observer or board of directors seat of its

portfolio companies. Company B was founded in YYYY and is based in XXX.


46 Company B

Company B is a private equity and venture capital arm of Korea Investment

Holdings Co., Ltd. specializing in venture debt, mezzanine, middle market,

emerging growth, buyouts, start up, early stage, mid venture, late venture,

and growth capital investments. The firm typically invests in mobile phone

components, internet, software, information and communication, electricity,

petrochemistry and energy, metal and non-metal, machinery, distribution,

electronic components, semiconductor equipment, biotechnology, and

import industries. It does not invest in accomodation and food industry, golf

course and ski resort operation, and casino operation. It considers

investments in South Korea and China. Company B was established in YYYY

and is based in Seoul, South Korea with additional offices in XXX.



48 Company B

Lombard Odier Funds (Switzerland) SA is a privately owned investment

manager. The firm manages mutual funds. It invests in the public equity

markets of Switzerland. It was foremrly known as Company XYZ

(Switzerland) SA was founded in YYYY and is based in XX. The firm operates

as a subsidiary of Company XYZ.


49 Company B

Company B offers portfolio management services to private and institutional

clients. Its equity investment strategies include growth, small-cap, large-cap,

hedging, social screening, and quantitative. Company B invests globally,

specifically in the United States, Canada, Europe, and Far East. The firm is

based in XX with additional offices in XX. It operates as a subsidiary of

Company XYZ


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50 Company B

Company B is a private equity firm specializing in investments in small and

middle market recapitalizations, buyouts, and acquisitions of high-quality

mature companies. The firm focuses on change of control/majority equity

transactions involving ownership transition, shareholder liquidity, and

corporate sale/divestiture situations. It invests in companies across a wide

range of industry sectors with a strong emphasis on industrial products,

healthcare products, and trading and distribution sectors. The firm also may

consider investments in business services, consumer discretionary,

consumer staples, industrial services, and materials. The firm seeks to invest

in companies headquartered in the United States. It prefers to invest in

companies with enterprise values between $XX and $XX and in companies

with revenues more than $XX and EBITDA more than $XX. The firm seeks to

invest family capital. Company B was founded in YYYY and is based in

Chicago, Illinois.


51 Company B


mezzanine financing for leverage buyouts, acquisitions, strategic

acquisitions, recapitalizations, growth capital, and long-term debt

investments in small and medium sized emerging growth and middle market

companies. In mezzanine investments, the firm seeks to invest in the form of

fixed rate subordinated debt with an equity component such as warrants. It

also seeks investments in the form of senior debt, preferred stock, debt-

only, and equity instruments. Within leverage buyouts and acquisition

financings, the firm works with both existing management groups and new

investors with a focus on middle market buyouts. For long-term debt, it

provides senior or subordinated debt for a period between five years and

ten years to companies seeking to fund permanent working capital needs

and capital expansion. The firm does not invest in retail or financial service

industries. It seeks to invest in healthcare, distribution, services, consumer

products, manufacturing, software, and technology sectors. The firm

primarily invests in companies having significant operations in

Massachusetts. However, it does not typically requires the company to be

incorporated in Massachusetts and also seeks investments in companies

having operations throughout the United States and internationally. The

firm seeks to invest between $XXX $XX in companies with sales value

between $XX and $XX. For long term debt investments, it invests between

$XX and $XX with interest rates fixed over the term of the loan. The firm

invests between $XX and $XX in technology and non-technology companies.

It invests in various stages of development and also seeks follow on

investments. The firm prefers to take a board seat and act as a board

observer at the portfolio company. Company B was founded in YYYY and is

based in XX.


52 Company BCompany B is a principal investment firm. The firm was established on

February YYYY and is based in XX.Company XYZ (Current Investment)

53 Company B Company B is a privately owned asset manager. Company XYZ (Current Investment)54 Company B - Company XYZ (Current Investment)55 Company B - Company XYZ (Current Investment)

56 Company B

Company B. is a venture capital firm specializing in investments in start-ups

and growth-stage companies. The firm typically invests in the information

technology sector with a focus on software and hardware infrastructure. It

prefers to invest in venture companies based in Busan and Jeollabuk-do.

Company B. was established in YYYY and is based in XXX.


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57 Company B

Company B is an investment firm specializing in direct and fund of fund

investments. Within direct, it specializes in venture capital, start-ups, growth

capital including financing organic growth and accompanying external

growth operations, middle market investments, expansion capital,

turnarounds, restructuring equity, reorganization of capital ownerships, post

seed financing, funding post early-stage company creations, and buyout

transactions such as leveraged buyouts, owner's buyouts, management

buyouts, and management buy-ins. The firm prefers to invest in small and

medium sized companies in all industries with a focus on environment in

France and North Africa. It typically makes equity investments between €XX

($XX) and €XX ($XX) in portfolio companies with a maximum sales value of

$XX; between €XX ($XX) and €XX ($XX) for venture capital transactions; and

between €XX ($XX) and €XX ($XX) in post early-stage company creations. The

firm invests up to €XX ($XX) in growth capital and capital venture, between

€XX ($XX) and €XX ($XX) in small caps, and above €XX ($XX) in mid caps. It

can also co-invest and seeks to invest in the diversification of ownership of

directors. The firm plays the role of a minority and majority shareholder in

deals aiming at liquidity after five to seven years. Company B was founded in

YYYY and is based in XX with additional offices across XX. It operates as a



58 Company B

Company B specializes in direct as well as fund of funds investments. Within

direct investments, it makes its investments in unsecured mezzanine, loan

capital, early stage and late stage investments in all sectors. The firm

typically invests in small and medium sized businesses based in the North

East of England. It invests between £XXX ($XX) and £XX ($XX) in equity and

£XX ($XX) and £XXX ($8,000) in loans to companies with maximum turnover

up to £XXX ($XX). Company B was founded in YYYY and is based in XXX.


59 Company B

Company B is a venture capital and private equity firm specializing in

seed/startup, early stage, late stage, growth capital, buyouts,

recapitalization, middle market, and turnaround transactions. The firm does

not invest in biotechnology. It prefers to invest in small and medium

enterprises and innovative companies operating in all sectors including

media, distribution, software, Internet, sustainable development, industry,

and value added services in France and the rest of Europe. The firm typically

invests between €XX ($XX) and €XX ($XX) in companies with annual sales

between €XX ($XX) and €XX ($XX), and enterprise value between €XX ($XX)

and €XX ($XX). It provides financing through equity and quasi equity. The

firm seeks both majority and minority shareholdings in its portfolio

companies. Company B was founded in YYYY and is based in XXX.


60 Company B

Company B. provides its services primarily to pooled investment vehicles.

The firm also caters to pension and profit sharing plans, banking or thrift

institutions, charitable organizations, state or municipal government

entities, government affiliated agencies, and other businesses. The firm

manages client focused equity and fixed income portfolios. It also launches

and manages equity, fixed income, and balanced mutual funds for its clients.

The firm also manages hedge funds for its clients. The firm invests in the

public equity, fixed income, and real estate markets of Asia including Japan.

It also invests in investment trusts, exchange traded funds, and alternative

markets for its clients. The firm invests in growth and value stocks of small

and mid cap companies. It employs a combination of fundamental and

quantitative analysis along with a bottom-up stock selection approach while

making its investments. The firm performs in-house research for making

investments. Company B. was founded on December Y, YYYY and is based in

XX with additional offices in XX. Company B. operates as a subsidiary of

Company XYZ.



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62 Company B

Company B is a private equity and venture capital firm specializing in mid

venture, late venture, turnarounds, restructuring, and buyouts of small

privately held businesses or divisions of public companies. The firm does not

invest in businesses involving complex technologies, non income producing

portfolios, real estate, restaurants, and retail. It focuses its investments in

business-to-business service companies, business-to-business computer

value-added reseller industry, and manufacturing and distribution

companies. It prefers to invest in companies based in XX, and small

businesses located in XX. The firm also considers overseas investments. It

invests between $XX and $XX in its portfolio companies, but may consider

larger transactions in select cases. The firm will also consider smaller

acquisitions if the company's operations can be merged into its existing

portfolio companies or if the company is located in Minnesota. It seeks

complete or majority control of its portfolio companies. The firm primarily

invests out of personal capital, accredited investors, and bank debt.

Company B was founded in YYYY and is based in XYZ.


63 Company B

Company B is a private equity and venture capital firm specializing in mid

venture, late venture, financing acquisitions, turnaround, and middle market

transactions. It makes investments in growth capital, buyout, industry

consolidation, and recapitalization. The firm also makes fund of fund

investments. It seeks to invest in underperforming and under-managed

portfolio companies run by private equity and venture capital firms. The firm

acquires multiple businesses that a seller is divesting through corporate

carve outs, multinational corporate carve outs, private corporate carve outs,

public to private, private family disinvestment and secondary direct market.

While investing in secondary market, the firm prefers to buy portfolio worth

$XX or more. It invests across all sectors particularly in consumer oriented

businesses, media, online healthcare and medical supply retail, healthcare

equipment distribution, health and medical insurance, industry specific

software. The firm is geography agnostic and invests in the United Kingdom;

United States with a focus on North America; and Europe with a focus on

Western Europe. It invests transactions of value between £XX ($XXX) and

above £XXX ($XXX). It typically invests between $XX and $XX in companies

having a combined enterprise value between $XX and $XX. It invests in

companies that comprise a minimum of three businesses. The firm seeks to

take control positions and exit its investment within two years. Company B

was founded in YYYY and is based in XX.


64 Company B

Company B is a principal investment firm. The firm seeks to invest in sectors

like environmental services with a focus on waste management and

recycling; infrastructure; renewable energy with a focus on wind, solar and

tidal energy technologies as well as bio ethanol; and food and distribution. It

seeks to invest in companies based in XX and XX. Company B was founded in

YYYY and is based in XX.


65 Company B


services to high net worth individuals, families and businesses. It launches

and manages equity and balanced mutual funds for its clients. The firm

invests in public equity markets of Brazil. It uses a combination of

fundamental and technical analysis to make its investments. Company B was

founded in YYYY and is based in XXX.


66 Company B Company XYZ (Current Investment)67 Company B - Company XYZ (Current Investment)

68 Company B

Company B is a privately owned investment manager. The firm invests in the

public equity markets of Japan. It operates as a subsidiary of Resona Bank

Ltd. Company B is based in XX.Company XYZ (Current Investment)

69 Company B

Company B is a privately owned investment manager. The firm manages

equity, fixed income, and balanced mutual funds for its clients. It makes its

investments in the public equity and fixed income markets across the globe.

Company B was formed in YYYY and is based in XXX.


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70 Company B

Company B is a privately owned investment manager. The firm primarily

provides its services to institutions, pensions and private clients. It launches

and manages equity, fixed income, and balanced mutual funds and hedge

funds for its clients. The firm invests in the public equity and fixed income

markets across the globe. It was founded in YYYY and is based in Company

XYZ. Schroder Investment Management (Hong Kong) operates as a



71 Company B

Company B is a venture capital firm specializing in investments in seed, start-

ups, early venture, and mid venture stages. The firm does not invest in

financial institutions, real estate or marketing companies. It typically invests

in in the industrial sector and in business projects. Within share capital, the

firm seeks to invest in small and medium sized enterprises based in Biscay. It

typically invests between €XXX ($XX) and €XX ($XXX) with a maximum of €XX

($XX) combining both share capital and participative loans. The firm

primarily makes investments in companies with a minimum share capital of

€XX ($XX). It seeks to make minority investments with maximum

shareholding of XX percent. Within participative loans, the firm primarily

makes investments in small and medium sized enterprises in Biscay. It

invests up to a maximum amount of €XX ($XX) and for a maximum period of

seven years. It seeks to exit its investments within a period of five years and

seven years. Company B was founded in YYYY and is based in XXX.


72 Company B

Company B is a private equity firm specializing in growth capital. The firm

prefers to invest in companies operating in information technology,

information communication, biotechnology, clothing, cultural contents such

as movies and animation, education, energy, sports, new technology, and

new industry sectors. Company B was founded in YYYY and is based in XXX.


73 Company B

Company B specializes in medium-sized unlisted companies, mainly in the

Southeastern part of France. The fund seeks to acquire a minority share in

its portfolio companies.


74 Company B

Company B, formerly known as UFG-Siparex is an investment firm

specializing in direct and fund of funds investments. For direct investments,

the firm focuses on private equity, venture capital, and mezzanine

investments at all stage: seed, startups, post startups, mature companies,

leveraged buyouts, buyins, emerging growth, growth capital, pre-IPO and

turnarounds. It usually invests in non-listed companies but also considers

investments in listed companies. Within fund of fund investments, the firm

invests in leverage buyout funds, growth capital funds, and also considers

venture capital funds. The firm prefers to invest in information technology

and communication that includes microelectronics; nanotechnologies;

Internet and software; networks and telecoms, life science, that includes

imaging/diagnostics; preventive medicine; personalized medicine, eco

friendly technology that includes energy management and stocking; green

chemicals; water and air treatment and human services. Regarding venture

capital transactions, the firm usually invests between €XX ($XX) and €XX

($XX) in companies based in Europe, mainly in north of France, Belgium and

Luxembourg. It usually takes a minority stake in the companies it acquires.

For growth capital investments, the firm usually makes equity investments of

between €XX ($XX) and €XX ($XX) in companies older than XX years. For

private equity investments, including leveraged buyouts, the firm typically

invests between €XX ($XX and €XX ($XX) in companies with annual sales

between €XX ($XX) and €XX ($XX). It takes a minority or majority stake in the

companies it acquires. For growth capital and private equity investments, it

seeks to invest in commercial and personal services, industry, specialized

distribution, and consumer goods. The firm also considers investments in

the rest of the world for direct investments. For fund of funds investments, it

focuses on small middle market companies. It typically invests between €XX

($XX) and €XX ($XX) in funds located in France, Europe, North America, Asia

and emerging countries. It prefers to invest in new technology,

telecommunications, electronics, biotechnology, healthcare, distribution,

energy, chemistry materials, industrial goods and services, tertiary sector,


75 Company B


services to individuals, companies, financial institutions, and foundation. It

manages separate client focused portfolios. The firm launches and manages

equity, fixed income, and balanced mutual funds for its clients. It invests in

the public equity and fixed income markets of Poland. The firm was founded

in YYYY and is based in Warsaw, Poland.


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76 Company B

Company B is a private equity and venture capital firm specializing in early

growth, growth capital, and lower middle market investments. The firm

primarily invests in healthcare, which includes technology transfer, Internet,

education, medical devices, pharmaceuticals, and healthcare services;

cleantech, which includes alternative energy, alternative fuels, renewable

energy, and environmental conservation; consumer and brands and their

services; retail; industrials and manufacturing; and professional and

business service sectors. It prefers to invest in companies based in Greater

China, particularly Tianjin, Nanjing, Xi’an, and Chengdu, and Hong Kong. The

firm typically invests between $XX and $XX . It seeks to have a minority stake

and take a board seat on its portfolio companies. The firm prefers to invest

for a period of two to five years. It does not invest in infrastructure, power

generation, and start up companies. Company B was founded in November

YYYY and is based in Central, Hong Kong, with additional offices in Shanghai,

China; and Suzhou, China.


77 Company B

Company B is an investment arm of Anderson Enterprises LLC specializing in

all stages of development and other growth-oriented opportunities including

incubation and PIPE. The firm seeks to invest in communications, software,

storage, information technology, and life sciences. Company B was founded

in YYYY and is based in Rockford, Illinois.


78 Company B


seed/startup, early venture, growth capital, incubation of small to medium

companies, and emerging growth investments. It prefers to invest in

information technology focusing on semiconductor & ASIC design, optical

electronics, critical components, telecommunications infrastructure, internet

infrastructure, broadband communications, and e-commerce software

industries. The firm also prefers to invest in biotechnology focusing on

biochip & bioinformatics, transgenics & tissue engineering, gene therapy

related, herbal & Chinese medicine, biomaterial, medical devices, drug

delivery system, & E-Health. It seeks to invest in companies based in Asia

Pacific, Taiwan and Silicon Valley, USA. The firm prefers to take a seat on the

board of directors of some portfolio companies. It prefers to exit its

investment within three to five years. Company B was founded in YYYY and

is based in Taipei, Taiwan.


79 Company B

Tokyo Small and Medium Business Investment & Consultation Co. Ltd. is a

private equity and venture capital firm which specializes in investment in

manufacturing companies. Tokyo Small and Medium Business Investment &

Consultation Co. Ltd. was founded in YYYY and is based in Tokyo, Japan.


80 Company B

Company B is a private equity firm specializing in buyouts and middle market

transactions. It invests in special situations and medium-size businesses. The

firm seeks to invest in business services, health, industrials, and consumer

companies. Within business services sector, the firm invests in food logistics

and storage providers, shipping companies, and multidisciplinary installation

services. It prefers to invest in Western Europe and Northern Europe with a

focus on Germany, Switzerland, Austria; Denmark, Finland, Norway, and

Sweden, and German-speaking countries. It prefers to invest between $XXX

and $XX in companies with enterprise value between $XX and $XX. Company

B was founded in YYYY and is based in Jersey, Channel Islands with

additional offices in London, United Kingdom; Luxembourg; Frankfurt,

Germany; Stockholm, Sweden; and Shanghai, China.


81 Company B

Company B is a principal investment firm specializing in private equity and

venture capital. The firm also invests in foreign based venture capital funds.

It typically seeks to take majority stakes in established companies based in

the Netherlands and Belgium or to make minority venture investments of at

least 5% as a co-investor. The firm typically invests between €XXX ($XX) and

€XX ($XX) in its portfolio companies and seeks to exit within three years to

seven years. Company B is headquartered in Eindhoven, the Netherlands.


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82 Company B

Company B is a private equity firm specializing in acquisitions of medium

sized companies, repositioning and turnaround, buyout, industry

consolidation, recapitalization, and restructuring. The firm focuses on

companies engaged in manufacturing and wholesaling of household and

personal products and consumer or industrial products. It invests in

European companies. The firm seeks to invest in companies with annual

revenues in the range of €XX ($XX) to €XXX ($XX). Company B was founded

in YYYY and is based in Utrecht, The Netherlands.



84 Company B


investments in expansions, restructuring, management buyouts, and

management buyins. It prefers to invest in in industry, business services,

agro/food, trade, services, production, plastics, and water and environment

technologies but may consider investments outside its preferential

industries. The firm typically invests in Netherlands with a focus on

Overijssel, Noord-Oostpolder, and Zuidwest Drenthe. It typically takes a

substantial majority stake and prefers to invest alongside management. The

firm typically invests between €XX XX ($XX) and €XX ($XX). Company B is

based in Zwolle, Netherlands.


85 Company B

Company B is a private equity firm specializing in management buyouts,

recapitalizations, and control investments in middle market companies. It

also seeks mezzanine investment opportunities in connection with leveraged

acquisitions, recapitalizations, later-stage growth financings and/or balance

sheet restructuring. The firm typically invests in following sectors: basic

manufacturing, security, safety and defense, business services, outsourced

services, and information technology. The firm seeks to invest in companies

with revenues between $XX and $XX and atleast $XX in EBITDA. The firm

prefers to invest in companies or carve-outs involving management-led

buyouts, family-owned businesses where the owner is seeking liquidity or

retirement, companies that require new capital for growth, strategic

initiatives or balance sheet restructurings. Its mezzanine financing commonly

consists of unsecured subordinated notes and may include a non-control

equity participation in the form of convertible notes, redeemable and

convertible preferred stock, warrants, or common stock. Generally the notes

include a fixed cash coupon that is reflective of current market conditions

and in certain situations, are structured to include PIK (Payment-In-Kind)

interest in conjunction with the cash interest. The term of the notes will

generally be five to seven years, usually with no amortization of principal

until maturity. Company B is based in New York, New York.


86 Company B


investing in angel and early-stage, start-ups, turnarounds, buyouts, special

situations, and leveraged finance. It specializes in identifying under-

performing opportunities in areas such as banking, health and wellness,

service industries, technology, resources and manufacturing. Company B

was founded in YYYY and is based in Vancouver, Canada with an additional

office in San Houston, Texas.


87 Company B

Company B is a private equity firm specializing in middle-market industrial

companies. It does not generally pursue start-up or early stage companies or

mature businesses in technology, oil and gas, or real estate or businesses

that are subject to substantial governmental regulation. The firm seeks to

invest in underperforming companies, corporate divestures, buyouts,

consolidation, family businesses in turnaround situations, and add-on

acquisitions. It typically makes investments in manufacturing companies

involved in stamping, plastic injection molding, die casting, iron foundry,

assembly, machining, and similar processes. The firm seeks to invest in

North America, with a preference for the Midwest United States. The firm

looks for companies with revenues upto $XX and EBITDA from negative to

marginally acceptable performance. The firm prefers partnering with current

management, but can provide a new team if needed. Company B was

founded in YYYY and is headquartered in Chicago, Illinois.


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88 Company B

Company B, formerly known as The Comvest Group, is a private equity firm

specializing in direct and fund of funds investments. The firm makes

investments in buyouts of institutional, family or strategic owners, corporate

carve-outs of non-core assets/divestitures, acquisition roll-ups. For direct

investments, the firm seeks to make equity investments in small public and

lower middle market companies, management buyouts, growth capital,

restructurings, XXX bankruptcy auctions, recapitalizations, corporate

orphans, industry consolidations, public-to-private transactions, turnaround,

distressed companies, and divestitures. The firm also makes debt

investments in public and private lower middle market companies, senior

working capital revolvers, one-stop credit facilities, mezzanine financing,

preferred equity, senior and junior secured loans, senior and junior secured

credit facilities, other forms of junior capital, acquisitions, second lien loans,

quasi-equity instruments, debt structures with an equity component,

warrants, and subordinated terms loans. For fund of funds investments, the

firm seeks to invest in hedge funds. It seeks to invest in all industries with a

focus on software and information technology, healthcare, industrials,

media, transportation, manufacturing, business/ information services,

consumer goods, communication, and financial technology services sectors.

Within software and information technology, the firm invests in application

software, information technology services and data storage, telephony

device manufacturing, telephony service providers, and business process

outsourcing. Within the healthcare sector, it focuses on clinical research,

medical technology and software, surgical devices, medical equipment

manufacturing and service, and healthcare services. Within the

transportation sector, the firm invests in airlines, aviation services, aircraft

sales and trading, trucking, logistics providers, distribution, warehousing,

travel related services, and rail services. Within the manufacturing and

consumer goods sectors, it invests in auto parts manufacturing, plastic

injection molding, packaging, building materials, financial services, and

education companies. Within the financial technology services sector, the


89 Company B

Company B is a venture capital firm specializing in investments in

development and expansion stage companies and startups. It seeks to invest

through equity or equity-related securities such as common or preferred

stock. The firm does not invest in companies that produce negative effects

on the environment or that may incur environmental liabilities, natural

resource projects, and real estate development. It typically invests in

companies that manufactures or process products directly for export and in

indirect exporters that supply component and services to maquiladoras and

other export manufactures as a substitute for imports. The firm seeks to

invest in export industries and related services with a focus on plastics,

injection molding, electronic components, food processing, packaging, glass

products, leather goods, and furniture. It typically invests in Northwestern

states of Mexico with a focus on Baja California, Sonora, Chihuahua, and

Sinaloa. The firm also invests in firms domiciled outside of Mexico that are

moving production to the country. It seeks to invest between $XXX and $XX

in companies with revenues between $XX and $XX and anticipated growth in

excess of XX percent per year. The firm primarily invests in companies with

exports in excess of XX percent of total sales. It typically acquires a minority

ownership interest and seeks to have a board seat in its portfolio

companies. The firm can co-invest with other investors to participate in

larger transactions. It generally exits an investment between three years and

five years through public offerings and buy backs. Maguey Management Ltd.

was founded in YYYY and is based in Dallas, Texas with additional office at

Wellesley, Massachusetts.


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90 Company B

Company B is a private equity firm specializing in growth financing,

leveraged buyouts, consolidations, management buyouts, recapitalizations,

corporate divestitures, institutional investor exits, and middle market

investments. The firm prefers to invest in manufacturing, business services,

consumer products, durable goods, education, food service, healthcare,

industrial distribution, natural gas equipment, furniture, financial services,

software, printing, die casting, metal stamping, injection molding, logistics,

branded food, contract packaging, agricultural equipment, capital goods,

housewares, direct marketing, building products, food retailing, disposable

consumer products, distribution and wholesalers, outsourcing, and specialty

retail sectors. It typically invests in companies headquartered in North

America with a focus on Canada. The firm seeks to invest in companies

having annual revenues over $XX, annual cash flow over $XX, and an EBITDA

over $XX. It invests in companies with organic cash flow of at least XX

percent per year. The firm arranges XX percent of the investment. Company

B was founded in YYYY and is based in Minneapolis, Minnesota.


91 Company B

Company B is a private equity firm specializing in buyout investments. It

primiarily invests in the mold making industry and in companies that focuses

on tool design and manufacturing. The firm became a wholly-owned

subsidiary of Incs, Inc. on February Y, YYYY. It was founded on YYYY and is

based in Tokyo, Japan.


92 Company B

Company B operates as an investment arm of Nomura Holdings Inc. It is a

private equity firm specializing in investments in companies of various sizes,

from mid-size companies to large-scale corporations. The firm typically

invests in management buyouts, strategic delisting, business succession,

recapitalizations, joint ventures, spin-offs of non-core business operations,

and turnarounds. It prefers to invest in diverse sectors from manufacturing

to the service industries. The firm primarily invests in companies based in

Japan. It invests Nomura Group's own capital. Company B was founded on

July YYYY and is based in Tokyo, Japan.


93 Company B

CGS Management casparis gloor lanz & co. is a private equity firm

specializing in add-on acquisitions, buy-and-build approach, turnaround,

spin-offs of mid-sized private companies with succession issues, and buyouts

in small to medium-sized companies. It also specializes in investments in

middle markets, mature, growth capital, recapitalization, and industry

consolidation. At the firm, add-on acquisitions are usually performed by the

respective lead investment portfolio company. The firm focuses its

investments in industrial, electronics and engineering, machinery and

equipment, measurement and control systems / sensors, hand and power

tools, construction supplies, and plastic production and equipment sectors.

The firm primarily invests in European companies with a focus on German

speaking countries and Austria, Liechtenstein, Germany, and Switzerland

(DACH region). For add acquisitions, it invests globally. It seeks to invest

between CHF XX ($XX) and CHF XX ($XX) in its portfolio companies. It seeks

to invest in companies with revenues between CHF XX ($XX) and

CHFXX($XX). CGS Management casparis gloor lanz & co. was founded in YYYY

and is based in Pfäffikon, Switzerland.


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94 Company B

Company B is a private equity firm specializing in growth capital, middle

market, buyout, and mature investments. For debt management, it invests in

senior and mezzanine corporate debt in typically large and private

companies in United Kingdom, Europe, Asia, and North America. It makes

private equity investments in business services, consumer, healthcare,

renewable energy, wind, and industrial sector. Within business services, the

firm seeks to invest in sub sectors such as testing, inspection, and

certification; BPO and consultancy; human capital including staffing,

education, and training businesses; facilities management; support services

to industrial sectors such as oil and gas and utilities; logistics and

infrastructure support services including logistics, distribution, waste, and

rental. In the consumer sector it focuses on consumer goods; e-commerce;

retail; food and drinks; and leisure. In the healthcare sector, the firm focuses

on pharmaceuticals and biotechnology including specialty pharma, generics

/ OTC, drug delivery, and animal health; healthcare Services including

activities such as elderly and specialty care, including caring for people in

their own homes, in hospital and in community facilities, as well as

operational services such as outsourced support, clinical services and B2B

contract services; medical devices and technology including devices, medical

equipment and consumables, diagnostics, and healthcare IT. In the industrial

sector, it focuses on automotive, chemicals, construction and building

products, electronics and electricals, flow control, and oil, gas and power.

The firm also makes infrastructure investments where it focuses principally

on the utilities including energy transmission and storage, electricity and gas

distribution, water, power generation, and communication network;

transportation including airports, ports, ferries, toll roads, and rail; and

social infrastructure sector including primary and secondary PFI, public

private partnerships, healthcare, education, and government

accommodation. In infrastructure it invests primarily in utilities,

transportation and social infrastructure in the United Kingdom, France, Italy,

Europe, and Ireland. The firm prefers to invest in companies across Europe,


95 Company B

Company B is a private equity firm specializing in leveraged buyout,

management buy-in, management buyout, growth capital, PIPEs, public to

private, build-up, and middle market transactions. The firm does not invest

in banking, insurance, real estate, and defence. It invests in all other sectors,

with a focus on technology, industrial goods and services, other

manufactured products, buildings and public work, tertiary, consumer

market, business services, and health industry. The firm seeks to invest in

companies based in France. It typically invests between €XX ($XXX) and €XXX

($XX) in companies with enterprise value between €XX ($XX) and €XX ($XX)

and revenues between €XX ($XX) and €XX ($XX). The firm typically holds its

investments between four years and six years. It seeks to take a majority or

minority stake and prefers to take a board seat in its portfolio companies.

The firm prefers to invest in equity in the form of capital or convertible

bonds. Company B was founded in YYYY and is based in Paris, France.


96 Company B

Company B is a venture capital and private equity firm specializing in late

venture, growth capital and turnaround investments. The firm does not have

a sector preference and seeks to invest in small and middle sized companies

based in Norrland; the Northern region of Sweden. It does not provide loans

or invest in seed or early venture. The firm takes minority stakes, between

XX percent and XX percent and invests between SEKXX ($XX) and SEKXX

($XXX). It invests in equity or convertible loans and can perform co-

investments. The firm seeks to exit its investments within seven years. The

firm uses its balance sheet investments. Company B was founded in YYYY

and is based in Skellefteå, Sweden.


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97 Company B

Company B is a private equity firm specializing in acquisitions and buyouts;

turnaround; corporate carve-outs and divestments of large conglomerates;

companies in distress and financial crisis; succession solutions for family

owned businesses; difficult shareholder situations; add-on acquisitions; and

balance-sheet restructuring of medium-sized privately-held businesses or

assets of large groups, that are no longer part of the core business. It has no

sector focus and seeks to invest in distressed production, services, and

commerce, with a focus on engineering, automotive, consumer goods,

electronics, pharmaceuticals, chemicals, and life science and in

manufacturing related services. The firm typically invests in companies

headquartered in Europe including Western Europe, with an emphasis on

German-speaking countries, France, Italy, and United Kingdom. It seeks to

provide €XX ($XX) equity per investment with a total of €XX ($XX) for new

acquisitions in companies with EBITDA margin negative to more than XX

percent. The firm typically invests in companies with enterprise value of up

to €XX ($XX), sales between €XX ($XX) and €XX ($XX), and also provides add-

on investments to companies with sales of at least €XX ($XX). It seeks only

majority participation. The firm invests its owner’s capital. Company B was

founded in YYYY and is based in Munich, Germany.


98 Company B

Company B is a venture capital and private equity firm specializing in growth

equity, growth buyout, acquisitions, middle and upper middle market

buyouts, management buyouts, turnaround, buyins, company succession,

international expansion, strategic repositioning, recapitalization, and buy

and builds. The firm seeks to invest in business services and financial

services including Airport services and outsourcing, retail, industrial retail,

consumer, education, technology, media, telecom, and leisure (airport

related), entertainment, distribution, healthcare, energy, pharmaceuticals,

mining, oil and gas, and industrial sectors including infrastructure and

manufacturing. It prefers to invest in companies based in Western Europe

with a focus on United Kingdom, France, Turkey, Germany, Italy,

Netherlands, and Spain; Central Europe focusing on Baltic States, Bulgaria,

Croatia, Czech and Slovak Republics, Hungary, Poland, Romania, Serbia,

Slovenia, Turkey, and Ukraine; Latin America investing primarily in Mexico,

Brazil, Colombia, Argentina, Peru but will consider opportunities in other

Latin American countries; Asia Pacific/ South Asia focusing on China, and

India; and North America. In China the firm prefers to invest in the

chemicals, healthcare, retail, consumer, and leisure sectors. The firm

typically invests between €XX ($XX) and €XX $XX in companies with

enterprise value between €XX ($XX) and $XX and revenues between

€XX($XX) and $XX. Within developing market buyout, it typically, makes

equity investments between $XX and $XXX in companies with enterprise

value between $XX and $XXX. For venture capital investments, the firm seeks

to make equity investment between $XXX and $XX. It prefers to exit an

investment between three years and seven years or until the company is

ready to move to its next stage of development either through a trade sale

to another company, through flotation or IPO's, or acquisition by another

private equity firm. The firm primarily seeks a majority stake in its portfolio

companies. However, it also considers minority stake. The firm uses third

party debt financing as well as equity to finance its investments. Company B

was founded in YYYY and is headquartered at Boston, Massachusetts with


99 Company B

Company B is a private equity firm specializing in leveraged buyouts of mid-

sized companies and in investments in mature and middle market

companies. It invests in family owned companies or corporate spinouts of

subsidiaries of large groups whose activity no longer fit the parent

company's strategy, listed companies with a view to delist, and growing

businesses with build-up opportunities. The firm seeks to invest in unquoted

companies in Europe with focus on France, Germany, Italy, Belgium, the

Netherlands, Switzerland, and Austria. It prefers to invest between €XX ($XX)

to €XX ($XX) per transaction in companies having enterprise values between

€XX ($XX) and €XX ($XX) and minimum revenues of €XX ($XX). The firm

typically takes majority control and arranges for founders or key managers

to co-invest. It seeks to exit its investments between XX years and XX years

through the floating of the company on stock markets; trade sale with

industrial groups; and sale to a new group of shareholders. Company B was

founded in YYYY and is based in Paris, France with additional offices in

Frankfurt, Germany and Milan, Italy.


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100 Company B

Company B is a private equity firm specializing in growth equity investments

in middle market and buyout companies. The firm typically invests in

healthcare and industrial sector. Within Industrial sector, it focuses on

product and process design software, instrumentation for the chemical

processing and environmental industries. Within healthcare sector, the firm

focuses on, life sciences, pharmaceuticals, and biotechnology sectors. It

typically invests between $XX and $XX per deal in companies with revenues

between $XX and $XX. The firm prefers to be the first and lead institutional

investor in its portfolio companies. Company B was founded in YYYY and is

based in Wellesley, Massachusetts.


101 Company B

Company B is an investment firm specializing in direct and fund of fund

investments in middle market. Within direct investments, it specializes in

private equity and venture capital investments. It has a multi-stage equity

investment strategy, investing in late ventures, growth capital, leveraged

acquisitions, management buyouts, buy-ins, and recapitalizations. It typically

invests in technology and telecommunications; retail and consumer;

financial and business services; media; and healthcare sectors. Within

technology and telecommunications, the firm focuses on wireless and

wireline industry segments, growth technologies, applications, components,

systems, software, and services companies. In the retail and consumer

sector, it focuses on companies in consumers mixing luxury and value

brands, health and fitness, leisure and family entertainment, and

convenience and extreme value. Within healthcare, the firm’s focus includes

companies engaged in clinical stage development of therapeutics, specialty

and generic pharmaceuticals, medical products and devices, and healthcare

services. In the financial and business services sector, it concentrates on

companies in asset management, retail distribution, specialty finance,

insurance, transaction processing and payments businesses, processing and

outsourcing services, technical services, inspection and maintenance

services, HR services, facility management services, distribution and logistics

services, information services, and general support services. Within media,

the firm focuses on traditional media and in the emerging areas of online,

digital television, and wireless. It seeks to invest in companies based in the

United Kingdom, North America with a focus on the United States, Brazil,

Japan, Israel, China, India, and Western Europe. Within Brazil, the firm seeks

to invest in businesses with revenues between XX reais ($XXX) and XX reais

($XX). The firm typically invests between $XX and €XX ($XX) in companies

having enterprise values between €XX ($XX) and €XX ($XX). It actively

participates on the boards of all its portfolio companies, typically acquires

majority stakes, and does not syndicate investment outside its investor

group. Company B was founded in YYYY and is based in London, United


102 Company B

Baring Private Equity Partners España S.A. is a venture capital and private

equity firm specializing in early stage, mid-market, mezzanine, management

buyouts, management buyins, shareholder restructuring, expansion, build-

ups, and growth capital financings. It does not invest in the finance and real

estate sectors. The firm also seeks to invest in family businesses undergoing

a structural or generational change. It prefers to invest in all sectors

including services with the exception of the financial and real estate. The

firm seeks to invest in small and medium sized companies based in Portugal

and Spain including the Asturias and Murcia regions, but may occasionally

invest in other European Union countries. It seeks to make equity

investments between $6 million and €XX ($XX) in companies with sales

between €XX ($XXX) and €XX ($XXX). The firm also seeks to hold a Board seat

in its portfolio companies. Baring Private Equity Partners España S.A. was

founded in YYYY and is headquartered in Madrid, Spain with additional

offices in Barcelona, Spain; Murcia, Spain; and Avilés, Spain.


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103 Company B

Company B is a private equity firm and venture capital firm specializing in

management buyouts, start-ups, mature, late venture, PIPES, corporate

carve-outs, corporate divestitures, recapitalization including balance sheet

recapitalizations, distressed debt purchases, primary and secondary debt,

out of court restructurings and turnarounds, special and distressed

situations, bankruptcy transactions, and equity investments in upper middle

market private and public companies. The firm also provides debtor-in-

possession financing, restructuring of existing credit facilities, bankruptcy or

foreclosure (363 sale, plan sponsorship, article XX foreclosure, etc). It seeks

to invest across all industries. Further, it focuses on following sectors:

aircraft, shipping, real estate, project finance, business services,

manufacturing, healthcare, retail, food/agriculture, and specialty finance.

The firm primarily invests in companies based in the U.S., Canada, Europe,

Latin America, and Caribbean with a focus on Spain. It typically invests

between $XX and $XX per transaction in companies with revenues between

$XX and $XX. It seeks to invest in firms with enterprise values between $XX

and $XX and EBITDA of maximum $XX. In the context of recapitalization, the

firm invests in the form of bank and public debt that includes senior bank

debt, junior secured debt, mezzanine debt, bonds, preferred/convertible

stock, trade claims, seller notes, capital leases, and other obligations. It

prefers to make controlling investments in its portfolio companies but can

also make minority investments. Company B was founded in YYYY and is

based in Miami, Florida with additional offices in United States;

Luxembourg; London, United Kingdom.


104 Company B

Company B is a private equity firm specializing in investments in middle

market companies. The firm invests in all industries. It prefers to invest

between $XX and $XX and can invest more or less in companies with EBITDA

or operating cash flow between $XX and $XX. The firm invests in the form of

senior and junior secured, unsecured, and subordinated debt securities and

loans including cash flow, asset backed, and junior lien facilities and equity

securities. It's equity investments can be structured in the form of warrants,

preferred stock, common equity co-investments, and direct investments in

common stock. The firm debt investments are principally structured to

provide for current cash interest and to a lesser extent non-cash interest,

particularly with subordinated debt investments, through a pay-in-kind (PIK)

feature. It can also make non-control investments. Company B was founded

in YYYY and is based in New York, New York with an additional office in

Chicago, Illinois.


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105 Company B

Company B is a private equity firm specializing in growth capital financing for

add-on acquisitions, internal growth, management buyouts of private

companies or divisions of larger companies, recapitalizations of closely held

or family owned companies that provide liquidity to the sellers while

allowing for continuing ownership, and industry consolidation transactions

of lower middle market companies. The firm prefers to invest equity capital

in niche dominant market. The firm does not invest in start ups and early

stage companies. It also does not invest in real estate, restaurants, retail,

technology, telecommunications, healthcare, insurance, and financial

services sectors. The firm seeks to make investments in the manufacturing,

business services, and value added distribution sectors. It seeks to invest in

sectors including service providers to direct marketing industry including

creative services, database management, industrial textiles, printing or laser

imaging, organic agricultural yield enhancing products, various binding,

finishing, trimming processes, address verification, labeling, insertion and

tabbing, government services, beverage packaging and packaging the final

product. The firm focuses its investments in environmental services including

stormwater system design, energy services, utility maintenance and repair

services, safety and consumable components manufacturers, engineering

and maintenance; ports, harbors, and water system design and engineering;

environmental remediation; industrial hygiene services; and general site

assessment, regulatory compliance, and environmental consulting work. It

also invests in companies that manufacture institutional and industrial

cleaning chemicals or janitorial and sanitation chemicals including floor and

window cleaners, air care products, disinfectants and sanitizers, hand

cleaners, deodorants, insecticides, herbicides, water treatment products,

and lubricants. The firm makes investments in highly engineered metal

components in metal parts and specialty metals in value added

manufacturers for the aerospace, military or defense, electronics, industrial,

industrial outsourcing, and medical industries. It also seeks opportunities in

the specialty chemicals and coatings industry with a focus on paints,


106 Company B

BNDES PARTICIPAÇÕES S/A – BNDESPAR is the investment arm of Banco

Nacional de Desenvolvimento Economico e Social-BNDES. The firm

specializes in direct and fund of funds investments. For direct investments, it

seeks to invest through private equity, venture capital and debentures. For

fund of funds, it seeks to invest in private equity and venture capital funds. It

seeks to invest in a variety of sectors, including information technology,

infrastructure, energy, mining, telecommunications, supermarkets, airports

and social sector investments. The firm primarily invests in companies based

in Brazil. The firm primarily acquires minority stakes, and might consider

taking over XX% stakes in seldom cases. It prefers to make transitory

investments exiting its investments after a five to seven year period, but

considers longer periods of investment. BNDESPar was founded in YYYY and

is based in Brasilia, Brazil with additional offices in Rio de Janeiro, Brazil.


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107 Company B

Company B is a private equity firm specializing in medium to large buyouts,

buy-in, growth capital, middle market, consolidation, expansion, add-on

acquisitions, and public-to-private transactions. The firm prefers to make

investments in all sectors including companies engaged in the energy,

manufacturing, consumer, financial services, healthcare, media and

technology, information and communication technology, support services,

industrials, business services, utilities, and transport industries. Within the

business services sector the firm prefers to invest in professional services

and business process outsourcing, property and facility services, testing,

inspection and certification, equipment rental and asset outsourcing, and

transport services and infrastructure. Within the consumer industry

investments are sought in companies engaged in food and drink, health and

fitness, entertainment, specialty retail, leisure, hotel, resorts, and cruise

lines, FMCG, pubs and restaurants, and consumer goods. Additionally, the

firm seeks to invest in retail turnaround situations or where a consumer

brand is capable of further rollout. It seeks to invest in sub-prime lending,

independent financial advisers, fund management, support services and

insurance, consumer and specialist finance, financial infrastructure,

technology and services, asset gathering, and wealth and asset management

within the financial services sector. The firm has a particular interest in

services and medical devices while investing in healthcare, where

investments are also sought in pharmaceuticals, life sciences, medtech,

medical equipments, medical device research equipments, and

biotechnology. Within the media and technology sector it invests in

marketing services, advertizing, publishing, broadcasting entertainment,

information services, exhibitions, content ownership, intellectual property,

research and digital service businesses, enterprise and vertical-specific

software and services, Internet-based B2B and B2C companies, sports, and

financial technology platforms. Within the manufacturing and industrials

sector, the firm seeks to invest in aerosp1ace and defence, cleantech and

renewable, industrial products, medtech, speciality chemicals; and water.


108 Company B

Company B is a private equity firm specializing in buyouts and turnaround

transactions. The firm seeks to invest in all the sectors including distribution,

energy, materials, logistics, advertising, information technology, publishing,

market research, and from the distribution of office supplies to niche

industries. It considers investments in Europe and France. The firm typically

invests between €XX ($XX) and €XX ($XX) in companies with turnover of €XX

($XX) to €XX $XX), enterprise values between €XX ($XX) and €XX ($XX),

EBITDA between €XX ($XX) and €XX ($XX), and revenues between €XX ($XXX)

and €XX ($XXX). It prefers to take a majority or active minority shareholding

in its portfolio companies and invests in equity or quasi-equity. Company B

was founded in YYYY and is headquartered in Paris, France.


109 Company B

Company B is a private equity firm specializing in management buyouts;

recapitalizations; divestitures and spin-offs of divisions, subsidiaries, and

product lines; family legacy situations, acquiring lower and middle market

businesses. The firm does not invest in start-ups, first stage venture

investments and sectors like software, heavy manufacturing, automotive

suppliers, bankruptcies, consulting, and companies with a high dependency

on international sales. It seeks to invest in consumer oriented business,

niche manufacturing, value-added distribution, and service businesses with

a focus on healthcare and business services associated with products or

services that are unlikely to be displaced by rapidly changing technology,

trading companies and distributors, outsourced business services, food

products, household and personal products, and food distributors. The firm

typically invests in companies based in Midwest and the central portion of

the United States with a focus on companies located within XXX miles of

Indianapolis and also in Great Lakes, MidAtlantic, Southeast, and Northeast

regions. It seeks to invest between $XXX to $XX of equity capital in

companies with annual sales between $XX and $XX, EBITDA between $XX to

$XX, historical revenue growth in excess of XX percent per annum, and had a

minimum three years of positive cash flow. For transactions requiring higher

amounts of equity, the firm will partner with other investors who share their

patient capital mentality. It seeks an advisor or a board seat and controlling

stake in its portfolio companies. Company B was founded in YYYY and is

based in Indianapolis, Indiana.


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110 Company B

Company B is a private equity firm specializing in buyouts, acquisitions,

divestitures under duress, restructurings, workouts, bankruptcies, mature

and development capital in middle market private companies. The firm

focuses on manufacturing, industrial, energy services, specialty chemicals,

and restaurants. It does not consider investments in heavily regulated

companies. The firm seeks to invest globally with a focus on companies

based in North America and Europe. The firm invests between $XX and $XXX

in companies with EBITDA between $XX and $XX, and its focus is on

acquisitions with enterprise values between $XXX and $XX. It prefers to hold

controlling positions in and seeks serving on boards of its portfolio

companies. The firm seeks to exit its portfolio companies through a strategic

sale or public offerings. Company B was founded in YYYY and is based in

New York, New York.


111 Company B

Company B is a private equity firm specializing in investments in mature

middle-market companies, management-led buy-outs, PIPES, and growth

capital financings. It provides bridge financing. The firm invests in privately

held companies seeking to accelerate growth through geographic expansion,

acquisition or market consolidation, leveraged acquisitions of businesses

with strong market positions, including orphan divisions of public

companies, restructurings of fundamentally sound businesses with complex

financial or operating issues, family-owned companies seeking to facilitate

generational ownership changes or to recapitalize late-stage high-potential

ventures not dependent on unproven technologies, small-cap public

companies lacking strong institutional-investor following, and small and mid

capitalization public companies seeking negotiated placement of preferred

equity. It prefers to make investments in companies engaged in the

communications, education, energy services, pharmaceuticals,

biotechnology and life sciences, healthcare providers and services, food

products, distributors, media, material, logistics, building products,

consumer products and services, telecommunications, financial services,

healthcare, and industrial products and services sectors. The firm seeks to

invest in North America with a focus on the United States and Canada. It

typically invests between $XX and $XX per transaction in companies with

enterprise values between $XX and $XX and EBITDA between $XX and $XX.

The firm generally takes a board seat in its portfolio companies. It seeks to

hold its investments over a period of five years to seven years and exits

through initial public offerings followed by registered secondary sale of

shares, strategic sales to other companies, and sale to other private equity

firms. Company B was founded in YYYY and is based in Boston,

Massachusetts with an additional office in New York, New York.


112 Company B

Company B is an investment firm specializing in secondary direct

investments. The firm buys from financial institution, corporate venture

investors, private equity and venture capital firms, and private sellers all

over the world. Within secondaries market, it focuses on late-stage, mature,

growth equity or the lower-end of the middle-market. It also focuses on

special situations. After the initial investments, it can provide primary

funding as well as recapitalizations as the business matures. Its transactions

are simple purchases of cash, however strip-sales, earn outs, LP roll-overs or

annex funds can also be arranged. It may also consider providing new-

money and often stapled transaction structures. It does not invest in life

sciences companies. The firm typically acquires portfolio in technology,

digital, media, semiconductors, telecommunication, cleantech, and medical

technology sector. It seeks to invest companies based in Europe, Israel and

North America. Typically, it invests between €XX ($XX) and €XX ($XX) per

company. It can syndicate larger deals through co-investment schemes. It

invests in companies with revenue between €XX ($XX) and $XX. It seeks

significant minority positions between XX% and XX% ownership and, once

invested, they are interested in expanding the stake through further

secondary purchases. The firm can invest in single-company transactions as

well as buying multiple, from X-X to XX+ investments in a single portfolio

acquisition. Company B was founded in June YYYY and is based in Munich,

Germany with additional offices in London, United Kingdom; and

Luxembourg, Luxembourg.


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113 Company B

Company B is a private equity and venture capital firm specializing

investments in seed/startup, turnaround, development capital, buyout,

mature companies, and growth capital. It does not seek investments in the

alcohol sector. Besides this, it invests in all sectors. It prefers to invest in

France. The firm seeks to invest between $XX and $XX per transaction in

companies with revenues up to €XX (XX). It considers to take a minority

stake in its portfolio companies. It invests in combination of equity and debt.

Company B was founded in YYYY and is based in Paris, France.


114 Company B

Company B is a private equity firm specializing in buyouts, recapitalizations,

industry consolidation or complementary acquisition, and growth capital

transactions in middle market companies. It does not prefer to invest in start-

ups, technology, and real estate companies. The firm typically invests in

families seeking liquidity, shareholders looking to recapitalize, companies

seeking growth through acquisitions, companies seeking new market

expansion (geographic, consumer or product), or large corporations selling

orphan divisions or operations that are no longer a strategic fit with their

parent organizations. It seeks to invest in consumer or retail manufacturing

and distribution, and general industrial, manufacturing, and services. Within

these sectors, the firm targets food and beverage manufacturing,

distribution and logistics, branded and private label consumer packaged

goods, consumer durables, packaging, and specialty retailing. The firm

prefers to invest in companies based in United States. It invests between $XX

to $XX but is well positioned to invest in both larger and smaller

transactions. The firm seeks to invest in companies with revenue between

$XX to $XX. It prefers to be a controlling or strategic minority investor in its

portfolio companies. Company B was founded in YYYY and is based in New

York, New York.


115 Company B

CVC Capital Partners Ltd. is a private equity firm specializing in middle

market, mature, expansion, successions, management buyouts, buyins,

leveraged buyouts and buyins, recapitalization, restructuring, growth,

growth equity, and acquisitions. The firm makes investments in medium to

large sized companies. It seeks to invest in industrial and service sectors

including telecommunications, information technology, electronics,

biotechnology, medical, energy, chemistry, new materials, industrial

automatisms, tech-enabled businesses such as human resources software,

data centers or software as a-service, industrial goods and services, other

manufactured goods, financial services, manufacturing, services,

distribution, media, retail, telecom, media, technology, consumer goods,

buildings, and public works. The firm also seeks to make infrastructure

investments in Europe in the following sectors: transport, public or business

utilities, provision of government services, communications infrastructure,

energy production and provision, and businesses providing related regulated

services. It prefers to invest in companies based in North America, Latin

America, Southeast Asia, Asia with a focus on Hong Kong, Japan, Australia,

New Zealand, Singapore, South Korea, Taiwan, and Europe with a focus on

France, Germany, and Switzerland. The firm targets a minimum equity

investment of $XXX for its European funds and $XX for its Asian funds. It

typically invests between €XX ($XX) and €XX ($XXX) in companies with

enterprise values between €XXX ($XXX) and €XX ($XX) and revenues

between €XX ($XX) and €XX ($XX). For Asia Pacific region, the firm seeks to

invest in companies with enterprise value between $XXX to $XX. The firm

typically holds its investment for five years or more. It also prefers to take a

board seat in its portfolio companies. It typically acquires a joint interest or

controlling or significant minority interests in European, Asian, and North

American companies. CVC Capital Partners Ltd. was founded in 1981 and is

based in London, United Kingdom with additional offices across Europe,

North America, and Asia.


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116 Company B

Company B is private equity and venture capital arm of Daiwa Securities

Group Inc. specializing in management buyouts and buy-ins. The firm

primarily invests in companies in the seed/ start up, early, growth capital,

expansion, and buyout stages. It’s buyout investment business targets

medium-sized companies with management resources, including companies

in need of management to succeed their business; spin-offs; spinouts of

subsidiaries or business divisions of major companies; and companies

seeking to delist. The firm prefers to invest in technologies, such as digital

and life science technologies, and entrepreneurial ventures with business

models in the fields of digital contents and services. It also invests in the

service, content media, distribution restaurant, and finance sector. The firm

primarily invests in Japan and companies in Asia, North America, and

Europe. Company B was founded on October XX, YYYY and is headquartered

in Tokyo, Japan with additional offices across Asia.


117 Company B

Company B specializes in venture capital investments as well as growth

capital investments in more mature companies. It invests in new information

and communication technologies sectors such as software, electronic,

information technology, telecommunications, media as well as in the

environment, new energies, sustainable development, new materials,

services and industrial innovation sectors, and in real-estate companies. The

fund typically invests in Europe, especially north of France, Belgium and

Luxembourg.


118 Company B

Company B is a private equity firm specializing in acquisitions and growth

capital investments. It does not invest in startups and seeks to invest in

companies that operate in a niche or specialty market and have a branded

product line, or a proprietary or unique product line, technology, and

methodology. The firm is industry agnostic with a focus on consumer

packaged goods sector. For consumer packaged goods businesses, the firm

seeks to invest in companies that have a compounded annual growth rate of

more than XX%, sales revenues in excess of $XX, and XX% or more fully

burdened gross profit margins. For growth businesses, it focuses on

companies that have a compounded annual growth rate of more than XX%

for the last two to three years, revenues between $XX and $XX, an EBITDA

between $XX and $XX, and XX% or more fully burdened gross profit margins.

For cash flow businesses, the firm invests in companies with a compounded

annual growth rate less than XX% for the last two to three years, revenues

between $XX and $XX, an EBITDA between $XX and $XX, and XX% or more

fully burdened gross profit margins. Company B was founded in YYYY and is

based in Indianapolis, Indiana.


119 Company B

Company B is a private equity firm specializing in capital expansion funds

management, growth capital, capital restructuring, owner's buyouts, middle

market, management and leveraged buyouts and buy-ins, PIPES, and

recapitalization. It does not undertake start-up or turnaround investments.

The firm seeks to invest in all the sectors including Information Technology;

computing; software; industrials; business services; consumer goods;

distribution services; communication; media; leisure and healthcare sectors.

The firm typically invests in Continental Europe mainly in France but also

invests in Germany, Spain, and Italy. The firm typically makes equity or quasi

equity investments between €XX ($XX) and €XX ($XX) in companies with

sales value between €XX ($XX) and €XX ($XX). It generally takes a minority

stakes in unquoted firms. The firm also invests in companies with a view to

being listed on the stock market. It typically invests for five years and seeks

to exit through IPOs, capital restructuring, or strategic transactions.

Company B was founded in YYYY and is based in Paris, France.



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121 Company B

Company B is a private equity firm specializing in investments in middle

market and mature companies, buyouts of small-to-medium sized

companies that have been under-managed, management buyouts, control

acquisitions, corporate divestitures and carve-outs of divisions and

subsidiaries of public companies, distressed debt, structured bridge loans,

and special situations. It typically involves privately-held companies, family-

owned businesses, and corporations selling divisions. The firm invests in all

sectors with emphasis on manufacturers of commercial and industrial

products, specialty distribution companies, entertainment and publishing

entities, energy and related industries, aggregates and other natural

resources, and food and beverage manufacturing. It primarily invests in

companies based in United States with a focus on Western United States

and considers companies based in Canada as well. The firm partners with

selected institutional investment funds to make equity investments between

$XX and $XX in companies with enterprise value between $XX and $XX,

revenues between $XX and $XX, and EBITDA between $XX and $XX. It seeks

to exit its investments between three and five years. Company B was

founded in January YYYY and is based in Newport Beach, California with an

additional office in Nevada.


122 Company B

Company B is a private equity firm specializing in acquisitions. It does not

invest in high technology firms. The firm typically invests in following sectors:

manufacturing, services, retail, and franchising. It primarily invests in France,

Spain, Great Britain, Germany, and Benelux. The firm typically invests in

companies having sales between €XX ($XXX) and €1XX ($XXX). The firm

invests in divestures and family owned businesses. Company B is based in

Banyoles, Spain.



124 Company B

GE Capital Interbanca SpA is a private equity arm of General Electric Capital

Corporation specializing in leveraged buyouts, management buyouts, and

replacement capital. The firm typically invests in companies operating in all

sectors except for the real estate and financial services sectors. It seeks to

invest in non-listed companies based in Italy. GE Capital SpA prefers to invest

between €XX ($XX) and €XX ($XX) in companies with enterprise values

between €XX ($XX) and €XX ($XX); sales revenues between €XX ($XX) and

€XX ($XXX); and EBITDA between €XX ($XX) and €XX ($XXX). The firm invests

through its balance sheet. GE Capital Interbanca SpA was founded in YYYY

and is headquartered in Milan, Italy with additional offices in Bologna, Italy;

Brescia, Italy; Padova, Italy; and Rome, Italy.


125 Company B

Company B is a private equity firm specializing in investments in technology

driven industrial companies. The firm invests in companies with minimum

annual revenues of DKK XXX ($XXX). It seeks to either invest alone or make in

partnership with other investors. The firm prefers to hold a controlling stake

in its portfolio companies. Company B was founded in YYYY and is based in

Copenhagen, Denmark.


126 Company B

Company B is a venture capital firm specializing in investments in seed, start

up, and early stage companies. The firm seeks to invest in products and

services with a focus on applied technologies, business services, consumer

products, non-biomedical healthcare services and products, and software

sectors. It primarily seeks to invest in companies based in Northeast Ohio,

but will also consider investments outside the region. The firm typically

invests between $XXX and $XXX. For larger investments, it prefers co-

investor syndications as a in lead investor. The firm prefers to invest in

equity or equity-linked assets and may seek a board or an advisory board

seat in its portfolio companies. Company B was founded in YYYY and is

based in Beachwood, Ohio.


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127 Company B


refinancing, recapitalizations, middle market, growth capital, and buyouts

transactions in mature companies. The firm seeks to invest in the form of

one-loan debt financings through gold facility, subordinate debt, senior

debt, junior debt, last out senior debt, second lien senior debt, preferred

stock, stretch mezzanine debt, preferred equity financing, common equity co-

investments, and senior secured bank loan. It does not pursue investments

in high technology, biotechnology, pharmaceutical, telecommunications

infrastructure, oil and gas exploration, re-lending, or passive real estate

businesses. The firm prefers to invest in both privately and publicly held

companies in business and consumer services, consumer products,

aerospace and defense, specialty manufacturing, value-added distribution,

media, food and beverages, healthcare services, restaurants and specialty

retail, and established software companies. It seeks to invest in middle

market companies based in the United States. The firm also targets

investments in non-control debt and equity financings as well as controlling

equity investments in the United States and Canada. It typically, makes

investments between $XX and $XX per transaction with additional capital

available for growth and initial investments per deal range from $XX to $XX

for subordinated debt in the form of subordinated notes with or without

warrants for a maximum of nine years. For last out and second lien senior

debt investments, the firm prefers to invest between $XX to $XX initially per

deal in the form of an independent facility or a junior branch of the senior

facility. It prefers to make an initial investment of $XX to $XX per deal for

stretch mezzanine debt in the form of junior notes or redeemable while for

equity financings, between $XX to $XX per deal as redeemable preferred

with warrants. Within one stop debt financing, the firm prefers an initial

investment in the range of $XX to $XX. It seeks to invest in companies with a

minimum operating cash flow of $XX; minimum EBITDA of $XX; and

enterprise values between $XX to $XX. The firm underwrites and syndicates

first lien and senior loans up to $XXX. It makes equity co-investments on a


128 Company B


leveraged buyouts, management-led buyouts, add on acquisitions, industry

consolidation, corporate divestitures, distressed debt and equity, growth

capital, recapitalization transactions, management-backed recapitalizations,

turnarounds, distressed investments, underperforming businesses, growth

or development capital by acquiring a minority stake, expansion, PIPES,

mezzanine, micro cap public, mid-cap to private transactions in small,

medium-sized, and lower middle market companies. It also provides debt.

The firm does not invest in industries that are highly cyclical or capital

intensive. It primarily invests in small and medium sized companies in

specialty manufacturing, business services, consumer goods and services,

education services, building products, manufacturing, financial services,

aviation, media, retailing, energy, natural resources, healthcare, industrials,

information technology with a focus on IT services, software, Chemical,

communications equipment, and telecommunication services sectors. It

prefers to invest in companies based in the United States with a focus on

Western and Midwest United states and North America, Europe with a focus

on Southern Europe and Continental Europe, France, Austria, United

Kingdom, Germany, Nordic region, Benelux, Ireland, Switzerland, Latin

America with a focus on Brazil, and Iberian Peninsula. The firm seeks to

invest between $XX and $XXX in companies with enterprise value between

$XX and $XX, sales value between $XX and $XX, and EBITDA of $XX and $XX.

While investing in Spain, the firm prefers to invest between €XX ($XX) and

€XX ($XX) in each portfolio company for majority as well as minority stakes.

The firm also makes debt investment of minimum $XX. The firm can make

minority as well as control equity investments in its portfolio companies. It

also offers debt in Spain. Company B was founded in YYYY and is based in

Miami, Florida with additional offices across North America, South America,

and Europe.


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129 Company B

Company B is a private equity firm specializing in buyouts, turnarounds, and

acquisitions of mature, later stage, and middle market companies. It also

invests in add-on acquisitions. In case of its add-on acquisitions, the firm

seeks to invest in companies of all sizes. It seeks to invest in companies

operating in the product oriented businesses including manufacturing, value

added distribution, business services, energy, materials, industrials,

consumer discretionary, consumer staples, health care technology,

healthcare equipment and supplies, information technology, utilities, and

specialty services in multiple industries. In case of add-on acquisitions, the

firm seeks to invest in companies that operate in a business complementary

to its existing portfolio companies. It primarily invests in companies based in

North America for its new core acquisitions but for its add-on acquisitions

the firm does not have any geographical preference. The firm typically

invests in companies that have an enterprise value between $XX and $XX,

revenues between $XX and $XX, and an EBITDA between $XX and $XX,

however it does not have any revenue, enterprise value, or EBITDA

preference in case of add-on acquisitions. Company B was founded in YYYY

and is based in St. Louis, Missouri with additional offices in Shanghai, China

and Bangalore, India.


130 Company B

Company B. is an endowment arm of Harvard University. The firm invests in

the public equity and fixed income markets across the globe. The firm also

makes private equity, venture capital, and real estate investments. It

employs external managers to manage its portfolios. Company B. was

founded in YYYY and is based in Boston, Massachusetts.


131 Company B

Company B is a private equity firm specializing in investments in family-held

businesses. The firm typically invests in management buyouts, leveraged

buyouts, leveraged recapitalizations, growth capital, add-on acquisitions or

liquidity to buy out partners, middle market, mezzanine, and mature

investments. It does not make investments in start-ups, companies with

negative cash flow, venture rounds, turnarounds, and Real Estate

Development. The firm primarily invests in low to medium technology

manufacturing; all forms of distribution, and value added service businesses

including specialized retail and food services; and franchising businesses.

The firm invests in companies based in United States including their foreign

subsidiaries. It seeks to invest in companies with minimum free cash flow

(EBITDA minus sustaining CAPEX) between $XX and $XX. It invests in non-

control positions. The firm structures acquisitions, recapitalization, and

growth through common and preferred investments. Company B was

founded in YYYY and is based in New York, New York and has additional

offices in Miami, Florida; Dallas, Texas; Los Angeles, California; Seattle,

Washington; and Deerfield, Illinois.


132 Company B


investments in late venture, emerging growth, growth capital, management

buy-outs or management buy-in, recapitalization in middle market

companies. The firm seeks to invest across all sectors. It seeks to invest in

Europe with a focus on France. The firm seeks to invest between €XX ($XX)

and €XXX ($XX) in companies having revenues between €XX ($XX) and €XX

($XX) and enterprise value between €XX ($XX) and €XX ($XX). Its

management team helps the portfolio companies to structure their projects

and offers advice and consulting services. The firm seeks to take a board

seat in its portfolio companies. Company B was founded in YYYY and is

based in Paris, France.


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133 Company B

Company B is a private equity firm specializing in investing in growth

companies, distressed, buyouts, corporate spin-offs in reorganization

phases, divestitures, and special situations due to turnaround or

restructuring needs, succession problems. The firm seeks to invest in

medium sized enterprises, mid-cap as well as mature companies. It seeks to

invest in the acquisition of companies formed by corporate spin-offs and

entities carved-out from conglomerates; family owned businesses with

liquidity, balance sheet, or profitability problems through leverage buyouts,

management buyins, and management buyouts; succession problems at

family owned businesses; work-out-cases; and turnaround situations with

profitability and balance sheet problems. The firm seeks to invest in all

industry sectors with a particular focus on manufacturing, retail, and trade

companies. It prefers to invest in companies based in Europe. The firm

typically invests a minimum of €XX ($XX) and a maximum of €XX ($XX) in

companies with enterprise value between €XX ($XX) and €XX ($XX), sales

value between €XX ($XX) and €XX ($XX), and EBITDA between negative €XX

(negative $XX) and €XX ($XX). It seeks a majority or total take-over if

possible. The firm has a medium- to long-term-investment horizon. It seeks

to invest through its personal capital, private investors, and family offices.

Company B was founded in YYYY and is based in Cologne, Germany.


134 Company B

Company B is a private equity firm specializing in acquisition transactions.

The firm invests across the industry spectrum. It prefers to invest in

companies, which have a requirement to replace its existing shareholders or

are interested in selling their business outright to an independent party or in

releasing capital to its principals. The firm prefers to invest between £XX

($XX) and £XX ($XX). Company B is based in London, United Kingdom.


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135 Company B

Kohlberg Kravis Roberts & Co. L.P. is a private equity investment firm

specializing in acquisitions, leveraged buyouts, management buyouts, special

situations, growth equity, mature, mezzanine, distressed, and middle market

investments. The firm considers investments in all industries with a focus on

technology and hardware, consumer products and services industry,

industry-leading franchises and companies in natural resource, energy and

infrastructure assets, real estate, containers and packaging, commodity

chemicals, airports, ports, forestry, textiles, apparel and luxury goods,

household durables, leisure facilities, communications, media,

transportation related assets, insurance, brokerage houses, non-durable

goods distribution, supermarket retailing, healthcare, hospitals,

entertainment venues and production companies, publishing, printing

services, capital goods, financial services, pipelines, and renewable energy.

In energy and infrastructure, it typically focuses in upstream production and

surrounding services as well as in the long-lived infrastructure assets that

provide critical links in the supply chain and electric and gas utilities. In real

estate, the firm seeks to invest in private and public real estate securities

including property-level equity, debt and special situations transactions and

businesses with significant real estate holdings, and oil and natural gas

properties. The firm seeks to invest in mid- to high-end residential

developments, but can invest in other projects throughout Mainland China

through outright ownership, joint ventures, and merger. It typically invests

globally with a focus on Australia, emerging and developed Asia, Middle East

and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan,

Taiwan, India, Vietnam, Indonesia, Denmark, France, Germany, Netherlands,

Norway, Sweden, United Kingdom, Caribbean, Mexico, South America,

North America, Latin America, Korea, Canada, and United States of America.

In the United States and Europe, the firm focuses on buyouts of large,

publicly traded companies. It seeks to invest $XX to $XX in companies with

enterprise values between $XX to $XX. The firm prefers to invest in a range

of debt and public equity investing and may co-invest. It seeks a board seat


136 Company B

Company B is a private equity firm specializing in buyout, platform, and add-

on acquisition transactions of middle market companies. It primarily invests

in companies engaged in the aftermarket products and services, automotive

aftermarket, building products, business services and products, commercial

aerospace, commercial and consumer durables, consumer packaged

products, contract manufacturing services, direct marketing and catalogs,

education and training, ethnic products, food and beverage, food service

equipment, health and safety products, healthcare services and outsourcing,

hobby and crafts, home furnishing and décor, home improvement products,

industrial products, infrastructure products, juvenile products, leisure and

recreation, logistics, medical devices and diagnostics, niche apparel, outdoor

and garden living, packaging, personal services, pet products and services,

plastics, retailing services, retailing and point-of-purchase systems, school

and education products, specialty chemicals, test and measurement, and

value-added distribution sectors. The firm seeks to invest in companies

based in North America. It typically makes equity investments between $XX

and $XX in companies with an EBITDA between $XX and $XX, enterprise

values between $XX and $XX, and revenues between $XX and $XX. The firm

exits its investments over a period of five to seven years through sale to a

strategic buyer/financial buyer, sale to the portfolio company's

management, financial restructuring, and public offering of securities of the

portfolio company. Company B was founded in YYYY and is based in

Mayfield Heights, Ohio.


137 Company B


services to statutory boards, educational institutions, public and private

companies, charities, non-profit organizations, and retail investors. It

launches and manages equity, fixed income, and balanced mutual funds for

its clients. The firm invests in the public equity and fixed income markets

across the globe. It employs fundamental, technical, and valuation analysis,

and uses top-down macro analysis, and bottom-up asset selection approach

to make its investments. The firm operates as a subsidiary of Great Eastern

Holdings Limited. Company B was founded in YYYY and is based in Singapore

with an additional office in Bandar Seri Begawan, Brunei. Company B

operates as a subsidiary of Great Eastern Holdings Ltd.


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Financial Buyers - Manufacturing SectorSource: Capital IQ


1 Company A

Company A is a private equity firm specializing in investments in the

industrial technology sector. It seeks to invest in engineering services,

integration services, field services, and consulting services; advanced

information systems, control systems, and proprietary products enabled by

advanced controls; enterprise software including supply chain, product life

cycle, manufacturing execution, and asset management software; process

control and motion control systems; operational control systems used in the

operation of automobiles, trucks, ships, rail, and aerospace vehicles and their

power systems; industrial machinery; electrical and electronic products; and

computer-enabled fabricated metal products. The firm prefers to invest in

companies having principal operations in North America. It typically invests

between $XX and $XX in companies having sales more than $XX. The firm

typically partners with its portfolio companies for three to six years. Company

A was founded in YYYY and is based in Newport Beach, California.

Company XYZ. (Current Investment); Company XYZ (Current Investment); Company XYZ. (Prior Investment); Company XYZ (Current Investment)

2 Company B

Company B is a private equity and venture capital firm specializing in seed,

start up, early stage, late stage, growth capital, buyout and emerging growth

investments. The firm prefers to invest in applied technology, information

technology, telecommunication services, networking infrastructure,

semiconductors; materials; outsourced business services; consumer durables

and apparel; media; speciality retail; medical equipment; insurance and

outsourced technology manufacturing services. The firm seeks to invest in

Pennsylvania. It is a series A investor and typically invest between $XX and

$XX. It prefers to be a lead investor in its transactions. The firm seeks to take

a board seat and an ownership stake of more than XX% in its portfolio

companies. It typically holds its investments for five years to ten years and

prefers to exit through public offering, merger, and an outright sale. It

typically invests in markets of at least $XXX in size. Company B was founded

in YYYY and is based in Pittsburgh, Pennsylvania with additional offices in

Austin, Texas; Boston, Massachusetts; and Palo Alto, California.


3 Company C

Company C is a venture capital firm specializing in incubation. It seeks to

make investments in start-ups and early stage companies. The firm typically

invests in technology companies with a focus on biomedical technology,

computers and electronics, engineering and technology services,

environmental technology, internet applications, manufacturing, new media,

optical technology, software, gaming, energy, telecommunications, medical

equipment, healthcare services, medical research and development,

semiconductors, IT services, networking equipment, wireline telephone

equipment, electronic manufacturing services, broadband telecommunication

services, and wireless telecommunication services. It invests in companies

based in Georgia. It prefers to make a maximum investment of $XXX.

Company C was formed in YYYY and is based in Atlanta, Georgia with

additional offices in Atlanta, Georgia; Columbus, Georgia; Savannah, Georgia;

and Warner Robins, Georgia.


4 Company D

Company D is a venture capital firm specializing in investments in seed, early

stage, and growth stage companies. The firm prefers to invest in information

technology infrastructure, enterprise applications and services, software

applications, technology-enabled services (consumer and business),

information technology, clean technology sectors, and telecommunications. It

seeks to invest in companies based in North America. It typically makes an

initial investments between $XXX and $XX. The firm typically takes a board

seat in its portfolio companies. Company D was founded in YYYY and is based

in Chicago, Illinois.


5 Company E

Company E is a venture capital and private equity firm specializing in

investing in initial seed, seed and startup, early stage, growth capital,

emerging and expansion stage, later stage, middle market, tuck-in

acquisitions, bridge, recapitalization, and management buyouts. For middle

market investments, it invests in special situations and seeks to invest in

privately held business transitioning to institutional ownership through

proprietary, matchmaker introduction, or limited auction. For middle market

investments, the firm focuses on business services, industrial services,

construction and related services, oilfield services, food services, and light

manufacturing sectors. For start-ups, initial seed, and early stage

investments, it prefers to invest in enterprise information technology,

internet, and digital media sectors. For growth and expansion stage

investments, the firm prefers to invest in Internet, digital media, and business

services sectors. The firm also invests in creative design consulting, internet

consulting, system and platform integration, web design, infrastructure and

enterprise software products and services, communications, software, web-

enabled business and consumer Services, Technology Services, B2B software

market, SaaS, and cloud computing sectors. For middle market investments, it

invests in companies headquartered in, substantially operating in, or

expanding to Texas. For start-ups, initial seed, early stage, growth and

expansion stage investments, the firm invests primarily in Texas. It also

invests in the Austin area and Houston. For start-ups, initial seed, and early

stage investments, the firm makes an initial investment between $XX and $XX

with a total investment between $XX and $XX. For growth and expansion

stage investments, it makes an initial investment between $XX and $XX and

total investments between $XX and $XX. For middle market investments, the

firm seeks to invest between $XX and $XX in companies with EBITDA between

$XX and $XX, but may consider lesser amounts for tuck-in acquisitions. It

prefers to be the lead and sole investor and also acquires majority or strong

minority stakes in its portfolio companies. The firm seeks a Board seat in

more than XX percent investments. Company E was founded in YYYY and is


6 Company F

Company F is a venture capital firm specializing in seed, early, and later stage

financing. The firm prefers to make investments in network enterprises and

related enabling technology and software companies. It typically invests

between $XX and $XX with seed stage investments as low as $XXX. The firm

takes a board seat in its portfolio companies. Company F was founded in YYYY

and is based in Denver, Colorado with additional offices in Houston, Texas

and Austin, Texas.


7 Company G

Company G is an investment arm of Cisco Systems, Inc. specializing in direct

and fund of funds investments. Within venture capital investments, it focuses

on start-ups, early stage companies, later stage and even pre-IPO companies.

The firm seeks to invest in the technology industry with a focus big data and

analytics; the Internet of Things (IoT); connected mobility; storage; silicon;

and the content technology ecosystem. It prefers to invest in Russia and

elsewhere. The firm seeks to invest between $XX and $XX. It seeks to take

between XX percent and XX percent of companies in most situations.

Company G is based in San Jose, California with an additional office in

Moscow, Russia.




8 Company H

Company H is a venture capital firm specializing in seed, start-up, early,

emerging growth, late venture, bridge, growth stage, and PIPES investments

in emerging markets. The firm primarily invests in consumer and enterprise

information technology, commerce, cloud, enterprise, big data, bold new

technologies, energy, alternative energy resources, materials, clean

technology, consumer media and advertising, web broadcasts and cybercasts,

published electronic materials, consumer services and transactions, life

sciences, mobile and wireless, new media, Internet content, mobile data

services, e-commerce, disruptive technologies, telecommunications, digital

telecommunications services, nanotechnology, digital media, services,

education, and healthcare industry software. Within information technology,

it focuses on web-based applications and services, internet software, e-

commerce software, semi conductors, software infrastructure including peer-

to-peer infrastructure, wireless devices software, data communications and

bandwidth enhancement, information services, enterprise and wireless

applications, wireless application service providers, business to business

commerce, services, and technologies. Within nanotechnology and life

sciences, the firm invests in bio-nano and biomimetic innovations, MEMS,

novel materials, molecular electronics, biotechnology, life sciences tools and

services, medical devices and therapeutics, pharmaceuticals, medical testing,

analyzing, diagnostic equipment, molecular diagnostics, bioinformatics,

agbio, bio-energy, and various platforms and tools. Within clean energy

technologies, it invests in energy generation, transmission, utilization and

storage, water purification, grid optimization, industrial sensing and

monitoring, and advanced materials and catalysts. The firm seeks to invest in

the United States with a focus on East Coast, Mid Coast, West Coast,

California, and Texas. It also invests in China, India, South Korea, Vietnam,

Europe, and Greece. The firm invests upto $XXX in seed stage companies,

between $XX and $XX in early stage, and more than XX in growth stage

companies. It makes equity investments in the range between $XX and $XX

with sales value above $XX. It seeks to be the lead investor in its companies'


9 Company I

Draper Triangle Ventures is a venture capital firm specializing in angel, seed,

early stage, and startup investments. It does not invest in shops, metal

bending plants, chemical processing plants. The firm typically invests in

information technology and life science technology companies with a focus

on internet, software, high-technology, nanotechnology, education, bio-

medical devices, medical devices, and electronic services, semiconductor. It

prefers to invest in companies based in Pennsylvania, Ohio, and Midwest

region of the United States. The firm typically invests between $XXX and $XX

in first round of investments. It targets companies with the potential to

achieve sales of up to $XX within three to five years. It prefers a board seat in

its portfolio company and seeks to be a lead investor for the first round of

financing. Draper Triangle Ventures is based in Pittsburgh, Pennsylvania with

additional offices in Cleveland, Ohio; Detroit, Michigan; Ann Arbor, Michigan,

and Columbus, Ohio.


10 Company J

Company J is a SBIC firm specializing in management buyouts,

recapitalizations, purchase of family businesses, corporate divestitures,

acquisitions, refinancing, global expansion, add on acquisitions,

restructurings, middle market, subordinated debt, mezzanine debt,

mezzanine debt with equity, equity co-investment alongside mezzanine,

leveraged buyouts, sponsored, fundless sponsored or family/management

owned businesses, specialty financing, small business finance, cash flow

lending, subprime finance, and growth capital financing. Within specialty

financing the firm invests in bridge loans, debtor in possession loans,

distressed acquisitions, operational turnarounds, and structured financings. It

considers investment in securities such as first lien secured loans, “First Out”

Participations, convertible debt, growth and control equity. It seeks to invest

in small and mid-size businesses that operate in niche sectors. For private

equity investments the firm invests in sectors such as food and agribusiness,

medical devices, and transportation. Within food and agribusiness it invests

in chemicals, supplements, biotechnology, specialty equipment, services /

safety, plant and animal nutrition, and technology and data. Within medical

devices the firm invests in surgical supplies, capital equipment, disposables,

and dental. Within transportation it invests in parts and components,

automotive, aerospace, heavy truck, vocational equipment, systems /

technology, support services, and education and training. It invests in the

United States and for private equity investments it also seeks investment in

North America. For mezzanine investments the firm focuses upon business

services, distribution, manufacturing, healthcare, and consumer products. For

private equity investments the firm invests between $XX to $XX, in companies

with enterprise value between $XX to $XX with EBITDA greater than $XX, and

EBITDA margin greater than XX percent. For mezzanine investments it invests

between $XX to $XX and larger through co-investment in companies with

annual revenues greater than $XX and normalized EBITDA greater than $XX

and it shall exit its investments between three to five years. For specialty

finance it seeks investments between $XX to $XX and larger through co-


11 Company K

Company K is a private equity, venture capital, and SBIC investing firm

specializing in investments in mezzanine financing, management buyouts,

leveraged buyouts, recapitalizations, and growth stage investments. The firm

seeks to invest in startups, early stage, emerging growth, middle market, mid

venture, and expansion stages in the companies. It typically invests in

enterprise software, mobile computing, cloud/SaaS, security, business

intelligence, finance, healthcare IT, internet, telecommunications, consumer

products, financial services, retail, semiconductors, commercial services and

supplies, consumer staples, and distributors. The firm primarily invests in

Oklahoma, Southwestern United States with a focus on Southern California,

Arizona, Nevada, Colorado, Utah, New Mexico, Texas, and Mexico focusing on

Baja California South. It invests between $XX and $XX in its portfolio

companies with first round of financing ranging between $XX and $XX. The

firm seeks to invest in companies with annual rate of revenues more than

$XX, enterprise value between $XX and $XX, and EBITDA between $XX and

$XX. It generally invests in the form of preferred stock with dividends. The

firm participates in syndicate financing with other institutional funds in larger

rounds of financing. It seeks to acquire minority ownership positions in its

portfolio companies. The firm typically holds its investments for a period of

three to seven years. The firm primarily exits through sale of company to a

strategic buyer and public offering. However, it also exits an investment in

the form of sale to financial buyer, recapitalization, private sale of an equity

interest to investors, strategic merger, spin-off, and sale of business segment.

Company K was founded in YYYY and is based in Phoenix, Arizona.




12 Company L

Company L is a private equity and venture capital firm specializing in

investments in management buyouts, recapitalizations, ownership changes,

later-stage, and growth opportunities. The firm typically invests in

manufacturing, service, distribution, and technology businesses across the

United States. It typically invests between $XX and $XX in the first round of

financing in companies as a member of a syndicate that may be providing

$XX to $XX. The firm typically invests in companies seeking less than $XX and

that have annual sales between $XX and $XX. It often co-invests with other

venture funds, prefers to lead or play an active co-investor role, and seeks

participation on the Board of Directors or observation rights. It may also

participate in Audit, Compensation and Management Selection Committees of

the portfolio companies. The firms favoured investment structures include

subordinated debt with warrants to acquire common stock or conversion

rights, preferred stock with warrants to acquire common stock or conversion

rights, and common stock often representing a minority ownership position.

It typically requires investment agreement provisions (e.g. put rights,

registration rights, etc.) to provide for exits. Company L was founded in YYYY

and is headquartered in Cedar Rapids, Iowa with additional offices in Kansas

City, Missouri; Vancouver, Washington; Fargo, North Dakota and St. Paul,

Minnesota.


13 Company M

Company M is a venture capital firm specializing in seed stage investments. It

does not invest in the life sciences, non-technology consumer driven

companies, and real estate companies. The firm primarily invests in internet

services, mobile, and security. It prefers to invest in the private companies

headquartered in the United States, primarily on the West Coast. The firm

seeks to make an initial investment between $XX and $XX with additional

capital reserved for the follow-on investment rounds typically between $XX

and $XX, invested over the life of a company. In first round investments, it

prefers to partner with other investors to create a total first round financing

ranging between $XX and $XX. The firm prefers to be the first professional

investor in the portfolio company and seeks a board seat. It exits its

investments in its portfolio companies either through their sale to other

companies via acquisition or to the public via an initial public offering (IPO).

Company M was founded in YYYY and is located in Menlo Park, California.


14 Company N

Company N is a venture capital firm specializing in incubation, early stage

start-ups, growth capital, and seed investments. It has a particular focus on

seed accelerators, university spin-outs and incubation. It focuses on novel

software, emerging technologies and science-based startups with a focus on

information technology, energy, life sciences, cleantech and nanotechnology.

The firm also invests in advanced materials and bioscience companies in the

United States mid continent region. It seeks out opportunities to

commercialize transformative technologies that address very large markets

(typically >$XXX). The firm focuses its investment in United State

Midcontinent with a focus on Pennsylvania, Utah, Texas, Colorado, Illinois,

and Michigan. The firm typically invests between $XX and $XX in seed and

early-stage companies and also builds syndicates for investments needing

larger amounts of capital. It invests between $XX and $XX over the life of an

investment. It lIeads or co-lead the first round of investment but can also

invest independently or catalyze a company’s first institutional investment

round. Company N was co-founded in YYYY and is based in Houston, Texas

with an additional office in Austin, Texas.


15 Company O

Company O is a venture capital firm specializing in startups, seed, early, mid,

and later stage investments; and university spinouts. It seeks to make

investments in Automotive Industry IT and Connected Car, retail automotive

information technology, solutions for industrial and retail enterprises, e-

commerce, online marketplaces, Middle Market SaaS, and cloud and social

media infrastructure sectors. It also seeks to invest in emerging high-tech

information-technology sectors with a focus on materials, software, systems

and semiconductors, advanced materials processing, business services and

process optimization, data discovery and analytics, manufacturing quality,

warranty and costing systems, new-media delivery and infrastructure, real-

time enterprise, personalization of the web, semiconductor digital and analog

design, software automation and design and QA tools, web-application

optimization and security, and wireless infrastructure. The firm also seeks to

invest in companies selling to the manufacturing or automotive sector and

companies based on technology developed at one of the Midwest’s premier

research centers. It prefers to invest in companies based in the Midwest,

West Coast, Great Lakes, and Silicon Valley region of the United States. The

firm also makes follow on financing to its portfolio companies. The firm was

previously known as Waypoint Ventures. Company O was founded in May

YYYY and is based in Ann Arbor, Michigan.


16 Company P

Company P is a venture capital firm specializing in early stage investments.

The firm prefers to invest in information technology, communications

infrastructure, and information based companies. It does not invest in B2C

and non-differentiated B2B companies. It seeks to invest in software and

services including distributed computing and collaboration platforms,

embedded software applications, security and privacy solutions; systems and

components including intelligent sensors and micro electromechanical

systems, mobility infrastructure for consumer and enterprise, next generation

analog semiconductors; and emerging technologies including alternative

energy and advanced materials platforms. The firm looks to invest in

companies based in the region of Southeastern United States. The firm seeks

to invest between $XX to $XX in portfolio companies. Company P was

founded in the year YYYY and is based in Fort Myers, Florida with an

additional office at Stamford, Connecticut.


17 Company Q

Company Q is an incubation and venture capital firm specializing in

investments in startups and later-stage companies. The firm focuses on

companies involving in smart grid applications, energy trading and risk

management, digital oilfield, energy efficiency, and regulatory compliance

sectors. It seeks to invest $XXX cash in its portfolio companies. The firm also

provides advice and mentoring services to its portfolio companies. Company

Q is based in Houston, Texas.




18 Company R

Company R is a private equity and venture capital firm specializing in

investments in buyouts, minority growth equity, full or partial

recapitalizations for both diversification of capital structure and modifying

shareholder equity, acquisition financings to supplement complementary add-

on acquisitions, and other majority and public market transactions. The firm

seeks to invest in growth stage, early, mid, and late venture stages, mature,

and later stages of development. It seeks to provide guidance on initial public

offerings, mergers and acquisitions, expansion and refinancing. It seeks to

provide growth and acquisition capital to publicly trading companies in the

form of PIPEs and also invests in its portfolio companies at the IPO stage and

beyond. The firm seeks to invest in companies operating in the information

technology sector, with a focus on, internet, business and financial services,

software, and infrastructure markets. It focuses on financial technology,

government services, equipment and communications businesses,

semiconductors, payments, mobile, security, storage, datacenter, enterprise

software, healthcare IT, e-commerce, wireless technology, computer

hardware, and consumer internet sectors. It seeks to invest in companies

based in North America, focusing on the United States and Canada as well as

in Europe, Australia, Israel, and select international locations. The firm

typically invests between $XXX and €XX ($XXX) in its portfolio companies with

sales value of minimum $XX, and minimum $XX in case of companies based

in Australia. It prefers to invest between $XX and $XX in companies based in

United States and Australia. It co-invests for larger transactions and prefers to

take a seat on the board of directors of its portfolio companies. The firm

seeks minority or majority positions. Company R was founded in YYYY and is

based in Palo Alto, California with additional offices in London, United

Kingdom; and New York, New York.


19 Company S

Company S is a venture capital firm specializing in seed stage, start-ups, early

stage to late stage, growth capital, and emerging growth companies. The firm

also provides acquisition financing to teams, IP or revenue generating

companies. It also provides equipemt and working capital financing. The firm

also makes convertible debts, venture debt investment and asset based

lending, in the form of secured loans and equipment leases, in exchange for

current coupon payments and equity warrants. The firm primarily invests in

venture backed companies in the communications, information services,

healthcare, biotechnology, media, technology, technology-enabled business

services companies, softare, Internet, life science, medical devices, and

cleantech industries. It seeks to invest in companies based in the United

States and Israel. It seeks to invest between $ XX and $ XX. It seeks to provide

equity capital in conjunction with debt financing. The firm also seeks to hold

warrants in its portfolio companies. Company S was founded in YYYY and is

based at Portola Valley, California.


20 Company T

Company T is a venture capital firm specializing in seed, startup, early

growth, mid venture, late venture, and expansion stage investments. The firm

invests in clean energy, biomedicine, TMT (technology, media and

telecommunications), information technology, cleantech opportunities, and

life sciences. Within information technology, it invests in communications

including aspects of interconnection, including transmission systems (wire-

line and wireless), load balancing, communications software, and services;

wireless; Internet; digital media; semiconductors; enterprise solutions,

software; new technology applications; and consumer products and services.

The firm focuses on high-growth fabless opportunities in digital, analog, and

mixed-signal technologies, and is particularly interested in companies whose

new materials, processes, and designs create disruptive technologies that

address new market opportunities or offer significant price/performance

advantages. In life sciences, it invests in bio-technology; medical devices,

diagnostics, and equipment; healthcare services; healthcare information

technology; and specialty pharmaceuticals. For its cleantech investments, the

firm focuses on energy efficiency, alternative energy, and new materials. It

invests in companies based in the United States, Taiwan, Europe, and Greater

China. In Greater China, the firm specializes in investments in early and

expansion stage companies with direct link to consumers. In United States

and Europe, it seeks to invest in companies in the technology sector. The firm

typically invests between $XX and $XX in its portfolio companies. It makes

investments for medium period between three and five years and for long

term period between five and eight years. Company T was founded in YYYY

and is based in San Francisco, California with additional offices in Taipei,

Taiwan; Beijing, China; and Singapore, Singapore.


Documents

Source: Capital IQ maximum enterprise value of €XX ($XXX ... · private investments, turnarounds, corporate carveouts, and in companies experiencing stress from financial or operating