Fact Sheet - Platte River Equity

Based in Denver, Colorado, Platte River Equity (“Platte River”) makes equity investments in
lower middle market private companies in targeted industry sectors where the experience
and networks of the firm’s principals enable it to create significant long-term value.
Platte River manages private equity funds with committed capital in excess of $700 million. The firm
focuses on companies with enterprise values ranging from $20 million to $250 million. Platte River’s
team comprises operating and investing expertise in the firm’s target sectors, including serving as
CEO, COO, President and Board of Directors for numerous public and private companies. This relevant
experience brings meaningful value to the firm’s portfolio company managers.
Focus
The Platte River strategy is focused on three specific industry sectors where the Principals possess differentiated experience, access
and insights.
Aerospace &
Transportation
Industrial and Energy
Products & Services
Chemicals, Metals,
Minerals & Agriculture
Aerospace components machining
and assembly
Specialized upstream, midstream
and downstream services
Agricultural inputs, products
and services
Aircraft overhaul and repair
Inspection, maintenance and
repair of industrial and energy
infrastructure
Specialty metals manufacturers and
processors
Inland waterway and rail
infrastructure services, parts and
maintenance
Critical products targeting energy
and industrial infrastructure
Specialty chemicals and
industrial minerals
Strategy
Platte River seeks equity investments between $10 million and $80 million. The firm’s investment strategy focuses on the following
key parameters:
Industry & Company Approach
Invest in industries with compelling long-term macro trends
Target companies with strong incumbent management teams
who have identified the need for an active, value-added partner
Pursue investments with a long-term ownership perspective
Commit capital to buy-and-build strategies
Prudent Use of Leverage
Facilitates navigation through business cycles
Enables appropriate operating and capital investments
to drive growth
Focuses on generating superior returns through
earnings growth and by building larger companies
with improved operations
Transaction Types
Execute control investments in management buyouts and
recapitalizations
Selectively make minority equity investments in companies
in need of growth capital, to fund add-on acquisitions or to
bridge ownership transitions
Post-Investment Strategy
Assist portfolio companies across a broad spectrum of
strategic, operational and financing initiatives:
Framing strategic direction
Developing operating and capital budgets
Evaluating, executing and integrating complementary
add-on acquisitions
Recruiting key managers
Assisting with operating performance improvements
Implementing performance evaluation metrics
200 Fillmore Street, Suite 200 | Denver, Colorado 80206 | (303) 292-7300 | [email protected]
Current Investments
Aerospace & Transportation
Industrial and Energy Products & Services
Recapitalization
February 2012
Growth Equity
August 2014
Headquartered in Indianapolis, IN, TPG Mt. Vernon Marine
operates ports and terminals along the Ohio and Green Rivers,
providing harbor services including barge shifting, fleeting, repair
and cleaning, stevedoring, warehousing and fueling.
Headquartered in Denver, CO, First River will acquire and develop
midstream assets for the gathering of crude oil, condensates,
natural gas liquids (NGLs) and other related products, and provide
marketing services for the small independent crude oil producers.
Industrial and Energy Products & Services
Industrial and Energy Products & Services
Buyout
October 2013
Buyout
June 2010
Headquartered in Golden, CO, and Cheyenne, WY, Wildcat is a
leading independent provider of transloading, distribution and
logistics for oilfield consumables, primarily proppant (sand), used
in the hydraulic fracturing process.
Headquartered in Houston, TX, ACT is a leading independent
provider of gas turbine component repairs for power generation
and industrial end-users.
Industrial and Energy Products & Services
Chemicals, Metals, Minerals & Agriculture
Buyout
December 2010
Growth Equity
August 2010
Headquartered in Houston, TX, Car-Ber is a leading provider of
technical and maintenance services to the refining and petrochemical industry through a patented weld testing and isolation
capability; as well as complementary mechanical services.
Headquartered in Monaca, PA, MetCon has developed and
patented a metal finishing process that provides cost savings and
yield-enhancement improvements to producers of titanium and
other high value metals.
Chemicals, Metals, Minerals & Agriculture
Chemicals, Metals, Minerals & Agriculture
Buyout
November 2011
With operating facilities in Irwindale, CA and Derry, PA,
PRV Metals manufactures and supplies forged and rolled
titanium, stainless steel products and other specialty alloys
for the commercial aerospace, defense, medical, energy and
industrial sectors.
Buyout
May 2015
Headquartered in Buffalo Grove, IL, Profile Products is an
innovative global environmental solutions provider that
develops, manufactures and markets leading products for
soil modification, erosion and sediment control, vegetation
establishment and daily cover.
Realized Investments
200 Fillmore Street, Suite 200 | Denver, Colorado 80206 | (303) 292-7300 | [email protected]