New Platform Investments

Dimont & Associates, Inc.

MARCH 2016

Dimont & Associates, Inc. founded in 1996 and based in Dallas, Texas, is the largest provider of specialty insurance and loan administration services to the residential and commercial financial industries in the United States.

www.dimont.com

Summit Casing Equipment

APRIL 2016

Summit Casing Equipment is a leading manufacturer of engineered products related to the cementation of wells during the drilling process, including solid body centralizers, float equipment, DV tools & reamer shoes, all made in the USA.

www.summitcasing.com

All Holding Company, LLC

JUNE 2016

All Holdings was formed through a merger of two well known, regional branded protein processing companies serving both retail and food service
channels with primarily pork and turkey products, offering organic, antibiotic-free and traditional products primarily in the Northeast.

www.leidys.com

2016 Portfolio Exits

Formation Brands, LLC Sold to PMI

MARCH 2016

Formation Brands, LLC is a global leader in the concept creation, design and fulfillment of custom collections for private label housewares and independent gift markets primarily in the drinkware, tableware and barware categories.

www.formationbrandsllc.com

Renwood Mills Sold to Mennel

SEPTEMBER 2016

Based in Newton, NC, Renwood Mills is a regional flour miller and has been operating since 1935. The company sells flour and other baking products in the Southeastern United States for use in food service, food production and in retail channels under the Southern Biscuit and Tenda-Bake brands.

www.renwoodmills.com

Introducing New Team Members

Clifton (Pete) Peterson

SENIOR ASSOCIATE

Prior to joining Renovo, Pete served as Vice President of Finance & Operations for Tandum, a startup business providing event management and ticketing software to the live event industry. He previously worked as an associate at Vestar Capital Partners, where he evaluated private equity investment opportunities across a broad range of industries.

Pete began his career as an analyst with Jefferies LLC’s Consumer & Retail Investment Banking group. He received a B.S. in Commerce from the University of Virginia, with concentrations in finance and accounting.

Carter Fine

SENIOR ASSOCIATE

Prior to joining Renovo, Carter was an associate at CenterOak Partners and Brazos Private Equity Partners, where he evaluated private equity investment opportunities across a broad range of industries.

Carter began his career as an analyst with J.P. Morgan’s Diversified Industries Investment Banking group. He received a Bachelor of Business Administration degree from the University of Texas, with concentrations in Business Honors and Finance.

Erik Wikstrom

OPERATING PARTNER

Erik Wikstrom brings nearly 20 years of business process improvement, business infrastructure development and acquisition integration experience.

His primary role as a Renovo Operating Partner is the implementation of Renovo’s Alignment and Execution Management methodology at recently acquired portfolio companies Dimont and Summit Casing Equipment.

Chip Mello

OPERATING PARTNER

Chip Mello has over 22 years of experience in executive management and management consulting. He has the requisite financial and operations skills to lead organizations in start-up, restructuring, acquisitions and ongoing operations.

His primary role as a Renovo Operating Partner is helping portfolio companies implement the Renovo Value Creation strategy.

Chip currently serves as CFO of All Holding Company.

About Renovo Capital

Renovo Capital, LLC is a special situations private equity fund, investing out of Renovo Capital Fund II, LP, a $132 million committed capital fund. Renovo is focused on partnering with business owners, entrepreneurs and management teams to invest in businesses undergoing varying degrees of operational, financial or market-drive change. Renovo’s principals and extensive network of operating professionals have decades of experience delivering unique capital solutions and operational and strategic leadership to help solve complex situations and drive long term business value creation. Renovo Capital has offices in Dallas and Denver.

Investment Criteria

REVENUE
$25 million to $250 million
Add-on acquisitions of any size

INVESTMENT
$5 million to $25 million

PROFITABILITY
No minimum EBITDA threshold requirements

INDUSTRIES
Broad range of manufacturing, service, distribution and technology industries with a specific focus in energy services, food and technology-enabled business services

CONTROL
Controlling interest required

GEOGRAPHY
Companies headquartered in U.S. or Canada

FEES
Renovo will pay buy-side fees

Investment Types

Management Buyouts
Operating Turnarounds

Corporate Carve-outs
Balance Sheet Restructurings

Recapitalizations
Secondary Debt Purchases

Special Situations
Rescue Financings

Expedited Sale Process
DIP/363 Sales

Investment Team