TARGET COMPANY CRITERIA SECTOR FOCUS · Angeles Equity Partners (AEP) is a Los Angeles-based lower...
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Angeles Equity Partners (AEP) is a Los Angeles-based lower middle-market private equity firm that invests across a wide range of sectors in companies that we believe may benefit from our deep operational expertise. We evaluate all potential investments from an operational improvement perspective, enabling us to source and close transactions which others are unwilling to execute. ABOUT US CAPITAL GOODS CHEMICALS AEROSPACE, DEFENSE & SPACE AUTO/TRUCK BUILDING PRODUCTS DISTRIBUTION ELECTRONICS SECTOR FOCUS TARGET COMPANY CRITERIA CONTROL EQUITY INVESTMENTS EBITDA ENTERPRISE VALUE EQUITY CHECK GEOGRAPHY MANAGEMENT Corporate carve-outs and divestitures Ownership transitions for succession planning Recapitalizations Businesses under-performing their ‘full potential’ Joint ventures Stressed / distressed situations Restructurings / bankruptcies Public-to-private transactions MANUFACTURING METALS PACKAGING TRANSPORTATION & LOGISTICS Alongside company executives, we design a comprehensive, ‘full potential’ operational blueprint, specifically tailored to address the individual requirements and challenges of the investment. As part of the value creation roadmap, we also aggressively pursue synergistic follow-on M&A to strengthen the existing business and/or expand into complementary product offerings or new geographic locations. VALUE CREATION Unprofitable to $30 million 50%+ ownership TRANSACTION TYPES Fully-integrated team comprised of professionals focused on sourcing, deal execution and operations HIGHLY EXPERIENCED LEADERSHIP 45+ completed transactions across multiple sectors 1 1. Includes transactions completed by the team prior to their involvement at AEP. Core team has worked together for 10+ years Up to $200 million Up to $50 million U.S. & Canada HQs for platforms (Global for follow-on M&A) Partner with existing management or facilitate management transition Note: Committed capital of Angeles Equity Partners I, L.P. and its parallel funds as of Jan. 19, 2017. Disclaimer: This is not an offer or solicitation to sell securities. Angeles Equity Partners I, L.P. $360,000,000
Transcript of TARGET COMPANY CRITERIA SECTOR FOCUS · Angeles Equity Partners (AEP) is a Los Angeles-based lower...
Angeles Equity Partners (AEP) is a Los Angeles-based lower middle-market private equity firm that invests across a wide range of sectors in companies that we believe may benefit from our deep operational expertise.
We evaluate all potential investments from an operational improvement perspective, enabling us to source and close transactions which others are unwilling to execute.
A B O U T U S
C A P I T A L G O O D S C H E M I C A L S
A E R O S P A C E ,D E F E N S E & S P A C E
A U T O / T R U C K B U I L D I N G P R O D U C T S
D I S T R I B U T I O N E L E C T R O N I C S
S E C T O R F O C U ST A R G E T C O M P A N Y C R I T E R I A
C O N T R O L E Q U I T Y I N V E S T M E N T S
E B I T D A
E N T E R P R I S E V A L U E
E Q U I T Y C H E C K
G E O G R A P H Y
M A N A G E M E N T
Corporate carve-outs and divestitures
Ownership transitions for succession planning
Recapitalizations
Businesses under-performing their ‘full potential’
Joint ventures
Stressed / distressed situations
Restructurings / bankruptcies
Public-to-private transactions
M A N U F A C T U R I N G M E T A L S P A C K A G I N G T R A N S P O R T A T I O N & L O G I S T I C S
Alongside company executives, we design a comprehensive, ‘full potential’ operational blueprint, specifically tailored to address the individual requirements and challenges of the investment.
As part of the value creation roadmap, we also aggressively pursue synergistic follow-on M&A to strengthen the existing business and/or expand into complementary product offerings or new geographic locations.
V A L U E C R E A T I O N
Unprofitable to $30 million
50%+ ownership
T R A N S A C T I O N T Y P E S
Fully-integrated team comprised of professionals focused on sourcing, deal execution and operations
H I G H LY E X P E R I E N C E D L E A D E R S H I P
45+ completed transactions across multiple sectors1
1. Includes transactions completed by the team prior to their involvement at AEP.
Core team has worked together for 10+ years
Up to $200 million
Up to $50 million
U.S. & Canada HQs for platforms(Global for follow-on M&A)
Partner with existing management or facilitate management transition
Note: Committed capital of Angeles Equity Partners I, L.P. and its parallel funds as of Jan. 19, 2017.Disclaimer: This is not an offer or solicitation to sell securities.
Angeles Equity Partners I, L.P.$360,000,000
G E N E R A L I N Q U I R I E S
11661 San Vicente Blvd. Suite 808 Los Angeles, CA 90049 Phone: (310) 844-9200 Fax: (310) 844-9201 Email: [email protected] www.angelesequity.com
I N V E S T M E N T A N D O P E R A T I O N S T E A M
J O R D A N K A T ZCo-Founder & Managing [email protected](310) 844-9202
T I M M E Y E RCo-Founder & Managing [email protected](310) 844-9203
L A R R Y T A T EOperating [email protected](310) 844-9208
S A M H E I S C H U B E RVice [email protected](310) 844-9207
S A M E E R P A T E LVice [email protected](310) 844-9206
J A M E S L E [email protected](310) 844-9209
S H A N S I D D I Q U [email protected](310) 844-9197
B U S I N E S S D E V E L O P M E N T
M A X S C H E C H T E RVice [email protected](310) 844-9204
A D M I N I S T R A T I V E
A N N I E C H A UChief Administrative & Compliance [email protected](310) 844-9205
P O R T F O L I O C O M P A N I E S
A P P L I E D A C O U S T I C S I N T E R N A T I O N A L
www.aainvh.com
E R P P O W E R
www.erp-power.com
H I S T O R Y O F W O R K I N G W I T H C O R P O R A T E P A R T N E R S
INVESTMENT TYPE: CARVE-OUTINDUSTRY: AUTOSELLER TYPE: CORPORATECLOSED: FEBRUARY 2016
INVESTMENT TYPE: RECAPITALIZATIONINDUSTRY: ELECTRONICSSELLER TYPE: FOUNDERSCLOSED: JUNE 2016
Note: As of September 2017, Applied Acoustics International and ERP Power are the only portfolio companies of Angeles Equity Partners I, L.P. and its parallel funds.
Note: It is not Angeles Equity Partners’ intention to claim as its own any third-party trademark or service mark that may appear in this material.Disclaimer: This is not an offer or solicitation to sell securities.
K E Y C O N T A C T S
Based in Chicago Heights, IL, AAI is a tier 1 supplier of noise, vibration, and harshness (NVH) solutions to the North American automotive industry.
Headquartered in Moorpark, CA, ERP designs and manufactures energy-efficient LED driver power electronics for commercial and industrial applications.
S U S T A I N A B L E V A L U E C R E A T I O N F R A M E W O R K
