Menu Rockbridge Growth Equity Investment Criteria STRATEGIC EVALUATION At Rockbridge Growth Equity, we look to partner with the management teams of profitable, high-growth businesses. We consider the below key criteria when evaluating partnerships and investment opportunities. For our one-page Fact Sheet click here. Companies Companies that compete in large and growing markets that have a differentiated and defensible service or technology with a proven history of success. Ideal investment candidates typically have at least $20 million in revenue and $5 million of EBITDA. Transactions Equity investments of $20 million to greater than $100 million per platform business. Rockbridge Growth Equity will invest smaller amounts where we see a clear path to reaching greater than $20 million of equity capital deployed through subsequent investments. We will consider minority investments with the appropriate governance provisions. Style Companies that are enjoying rapid growth or with potential to realize rapid growth. Industries Although we are open to working with businesses in all types of industries, we often leverage our past experiences and relationship with our Family of Companies by focusing on businesses in the following sectors: Business Services Consumer Services Financial Services / Technology Media & Marketing Services Internet & Software Sports & Entertainment Situations Companies that need capital for additional growth or companies at an inflection point where the combination of capital and additional resources can serve as a catalyst to accelerate the company’s growth and profitability. Strategy We work closely with management teams and partners to: Identify opportunities to increase shareholder value. Prioritize these opportunities. Develop the action plans to achieve the opportunities. Identify the resources and relationships that can help realize these opportunities. Management Rockbridge Growth Equity seeks to partner with experienced managers and entrepreneurs who have a desire to build great businesses. Equity participation is a core element of our philosophy. 01 02 03 "The Rockbridge partnership has allowed Connect America to achieve unparalleled success in the industry by helping to create a truly scalable and technology-enabled operational infrastructure." Ken Gross, Founder & Executive Chairman Connect America Let's Build Something Great CONTACT ROCKBRIDGE 313.373.7000 © 2021 Rockbridge Growth Equity All Rights Reserved.