Taylor Street Partners

We seek to invest in North American-based lower middle market companies through commitments to private equity funds, direct equity co-investments, and strategic investments. The leadership team at Taylor Street has invested in over 200 private equity funds and co-investments. Investment Criteria Fund Investments ▪ Fund Size: Lower middle market buyout funds (<$500M fund size) ▪ Performance: Investment teams with verifiable track records ▪ Differentiation: Geographic and/or sector specialization ▪ Structure: Value-oriented with moderate use of leverage ▪ Value Add: Demonstrated ability to consistently create value ▪ Alignment: Relationship-oriented with shared goals Co-Investments ▪ Company Size: EBITDA: $2M-$15M ▪ Market Position: Proven companies in defensible market niches ▪ Transaction Dynamics: Typically family-owned, transitioning to institutional ownership ▪ Structure: Disciplined approach to valuation and moderate use of leverage ▪ Value Creation: Multiple avenues of growth in attractive end markets ▪ Expertise: Partnering with PE funds & independent sponsors with relevant experience Strategic Investments ▪ Continuation Vehicles: Existing investments with runway for continued growth ▪ Long-Term Hold: Investments with a horizon of multiple decades ▪ Secondaries: Opportunistic investments in well-known assets