Insignia Capital Group Approach Team Portfolio For Business Owners News Contact Investor Login INSIGNIA APPROACH » MISSION & CORE VALUES INVESTMENT CRITERIA SECTOR FOCUS VIDEO TESTIMONIALS INSIGNIA’S VALUE-ADDED PARTNERSHIP APPROACH We have significant experience helping build successful businesses, and as a result, we understand first-hand the strategic and operational challenges that lower middle-market companies regularly face. We look for companies with attractive business prospects that, for a variety of reasons, have been unable to fully capitalize on available growth and value creation opportunities. Our goal is to partner with talented management teams and support them with the value-added expertise and capital necessary to achieve business excellence. Partnership with committed entrepreneurs and management teams We believe that strong management is key to overall business success and seek to forge long-term partnerships with motivated, growth-oriented entrepreneurs and management teams. Our goal is to support management teams as trusted Board members and advisors, while empowering them to lead and run their companies on a day-to-day basis. In addition to our own operating experience, we have access to a network of industry experts and other value-added resources to help management teams further enhance business performance. In order to align interests, we believe in providing management with an opportunity for a meaningful ownership stake in our investments. Investment structuring for growth We seek to generate attractive returns by pursuing sound, growth-oriented investment strategies. While we often use financial leverage in our investments, we believe that investment returns should be driven by superior business performance, and not through financial engineering. We prefer not to burden companies with excessive amounts of debt, but rather to use prudent levels of leverage that preserve flexibility for growth. We actively consider the objectives of all stakeholders, including employees, customers and shareholders, when structuring our investments. Steadfast commitment to success through integrity We pride ourselves on our personal and professional integrity, and we are committed to building strong, lifelong relationships with our partners in any investment. We believe that successful partnerships are founded on trust, honesty, sincerity and mutual respect, and we embody these principles at Insignia. We care not only about the end result, but also the manner in which we achieve it. Our objective is to work collaboratively with our management partners, co-investors, lenders and other stakeholders to generate successful outcomes for all. As a testament to the success of our approach, several executives with whom we have previously partnered have invested in our funds. © Copyright 2021 Insignia Capital Group, L.P. All rights reserved. 1333 N. California Blvd, Suite 520 | Walnut Creek, CA 94596 Tel: (925) 399-8900