A Disciplined Approach to Middle Market Private Equity MENU Investment Criteria WHAT WE LOOK FOR IN OUR BUSINESS PARTNERS PBC is willing to explore a spectrum of investment options that – with our operating expertise, professional network and capital – possess the opportunity for greater reward through both revenue and multiple expansion. We are an opportunistic growth investor looking to partner with strong management teams in a variety of industries. While PBC is not restricted to investing in any particular industry, we gravitate towards investing in asset light, growth opportunities. PBC has particular expertise in business services, business process outsources, transportation/logistics and healthcare. PBC has a thorough investment methodology, extensive due diligence focus and an integrated team approach that brings significant operational leverage to our portfolio companies. Moreover, integrity and honesty are principles we live by in business and in our personal lives. We expect the same of our partners and business associates. It is critical to our mutual success. PORTFOLIO COMPANIES ADD-ON INVESTMENTS LOCATION United States Worldwide SECTORS Business Services Business Process Outsourcers Transportation / Logistics Healthcare Other Strategic fit with existing portfolio company TYPE Controlled Investments Minority Investments Controlled Investments TRANSACTION SIZE $20M to $200M Enterprise Value $5M to $50M Equity Investments $1M and up TARGET REVENUE $20M and up $1M and up TARGET EBITDA $5M and up Not Required QUALITATIVE CRITERIA Strong management teams Competitive advantage Attractive free cash flow Diverse customer and vendor base Growth opportunities Expand product lines Diversify / augment customer base Broaden geographic footprint Realize cost savings Palm Beach Capital Our Story Investment Criteria Our Portfolio News Contact Us Team - Managing Partners Shaun L. McGruder Nathan S. Ward Michael L. Schmickle Team - Senior Management Michael J. Chalhub Christopher S. Felder Dylan C. Nugent Dylan J. Sloane Team - Advisors James W. Harpel Richard M. Schlanger West Palm Beach Office 525 South Flagler Drive, Suite 201 West Palm Beach, Florida 33401 PH: 561-659-9022 FAX: 561-790-8432 Copyright 2021 © Palm Beach Capital | All Rights Reserved | Privacy Policy | Blog