Ryan Jack

Chapter IV Investors is a value manager makes select, long-term investments in both public and private companies. They manage a Special Situations Fund which is a hybrid fund that has the characteristics of both a private equity fund and a hedge fund. The fund seeks to produce returns that exceed that of the common US public market indices. The fund targets investments in companies that are trading at discounts of 25% or more to: (1) their intrinsic value based on a discounted cash flow model (2) their likely value to private equity buyers and/or (3) their value to strategic acquirers. The fund typically invests in companies with enterprise values of $50 million to over $5 billion. Chapter IV may invest for control or take small minority positions and they may invest at any level of a company's capital structure. They may establish long or short positions, utilize leverage at the fund level and/or corporate level and invest in healthy companies or distressed situations with turnaround potential. The fund targets investments in public or private companies with protected market niches or high barriers to entry, high market share, strong cash flow generation, high returns on invested capital and exceptional management teams. Chapter IV takes a longer-term investment approach typically maintaining an investment horizon of 3 to 5 years. They hold a concentrated portfolio of 8 to 12 investments. Though not limited by sector or market-cap, the firm tends to invest in the stocks of US mid-cap and small-cap companies in the non-energy minerals, process industries, commercial services and industrial services sectors. Chapter IV maintains a very low turnover rate. Investments range from $10 million to $50 million. The firm's private equity strategy focuses on three types of transactions: (1) large buyout or recapitalization opportunities of $200 million to $5 billion (2) deals initiated by Chapter IV and co-investors in their Special Situations Fund (3) small buyout or recapitalization opportunities of $50 million to $200 million initiated exclusively or primarily for their fund and (4) co-investment situations developed by investors in their fund or other friends of the firm. Chapter IV's private equity deals are typically structured as (1) MBOs of private companies or divisions of public companies (2) recapitalizations of closely-held family businesses (3) growth or acquisition funding for private companies (4) public-to-private transactions and (5) structured equity investments.

Pamlico Capital invests in middle market companies located in North America with revenues of USD 10 - 150 million. The firm targets companies operating in the fields of Communications, healthcare, info services, software services and tech-enabled service sectors and industries. It provides financing for buyout, recapitalizations and growth transactions with an investment size of USD 50 - 200 million. It makes both minority and majority investments.

Provides investment banking services with a focus on the middle market

Functions as a College/University

Ridgemont Partners Management seeks investment opportunities in middle market companies located in the United States primarily in North America with an enterprise value of USD 100 - 1000 million. The firm targets companies operating in the fields of business & tech-enabled services, healthcare and industrial growth. It provides financing for buyout and growth capital requirements with an investment size of up to USD 500 million. It acquires minority and majority positions in the companies. It also acts as a lead investor.

Functions as a College/University