Investment Criteria: Perot Holdings

We seek to partner with exceptional management teams operating profitable middle market companies with defensible competitive positions and solid long-term growth potential. We are generalists, and invest across broad segments of the U.S. economy. We look for opportunities in viable industry sectors that support sustained growth through new products and services, geographic expansion, or targeted acquisitions. We do not seek to invest in startups or turnaround situations.

Equity Investment	$25 million to $100 million per company Majority equity ownership position
Business Profile	Seasoned managers motivated to retain or acquire meaningful ownership Proven business models and defensible competitive positions Above-average operating margins and returns on invested capital Competing in attractive markets that support multiple avenues for growth Predictable revenues and cash flow; minimum EBITDA of $5 million
Transaction Types	Recapitalizations and shareholder liquidity Management-led buyouts Inter-generational business transitions Corporate divestitures
Preferred Geographies	Exclusive focus on companies domiciled in the United States Preferred regions: Texas and the Southwest, Southeast, and Midwest