PLATFORM

Revenue $50M to $200M or EBITDA $5M to $20M

BOLT-ON

Revenue $10M to $50M or EBITDA $1M to $5M

INVESTMENT CRITERIA

• Management teams with proven track records of success
• Proven business models in growing market segments
• Cultures of Excellence, Engagement, Continuous Improvement and Innovation
• Businesses that consistently achieve high operating profits and high return on invested capital

INDUSTRY FOCUS

• Business to Business (B2B)
• Non-Automotive
• Industrial Engineering, Manufacturing, Distribution, or Service
• Automation/Controls: Residential, Commercial, or Industrial
• SWC bolt-on (Building automation integrators)
• Koch Air bolt-on (HVAC distribution)

TRANSACTION TYPES

• Majority equity positions preferred
• Although we are opportunistic, we generally avoid early-stage investments and turnarounds

GEOGRAPHIC FOCUS

• Midwest US Headquarters preferred

WHY KOCH ENTERPRISES

Koch Enterprises is a fifth generation, closely-held, family-owned holding company operating since 1873. We currently manage a diversified portfolio of seven platform companies with consolidated sales of approximately $1B. We have very low debt and exceptional financial stability. We are always looking for great companies to add to our portfolio (either as an eighth platform company or as a bolt-on to one of our existing companies).

• Our focus and experience allow us to move with greater speed and certainty
• We have a long and proven history of living our core values
• We can preserve and grow your legacy
• We want you to succeed with us
• We are constructive and knowledgeable partners
• We have first-hand experience leading, operating and managing best-in-class industrial companies that engineer, project manage, manufacture, and/or distribute essential products and services to blue-chip customers

Contact: Steve Church | Phone (812) 465-9693 | Email: schurch@kochllc.com