A B C D E F BERKSHIRE PARTNERS OVERVIEW AN EXPERIENCED TEAM Long-tenured investment team with deep history of partnering with talented management teams CURRENT FUND Fund VIII: $4.5 billion raised in 2011 SECTORS OF INTEREST CAPITAL INVESTED A Consumer products and retail B Business services C Industrials D Communications E Transportation F Other TARGET EQUITY INVESTMENT $50 – 500 million in transactions valued up to $2 billion; smaller investments also considered in areas of focus INVESTMENT FOCUS Market-leading, growth companies with minimum EBITDA of $25 million OWNERSHIP Majority or minority A SUCCESSFUL MODEL Consistently provided superior investment returns for our limited partners FLEXIBLE INVESTMENT TYPE OF INVESTMENT REPRESENTATIVE PORTFOLIO COMPANY MANDATE LBO/recapitalization NEW Asurion Growth by strategic acquisition Lightower Family business Grocery Outlet Growth capital Crown Castle International Minority investment Coty High growth Bare Escentuals International Husky Take private Skillsoft Turnaround Electro-Motive Diesel Public securities TransDigm To discuss any of the information presented above, please contact Jeff Dodge or Nii Amaah Ofosu-Amaah at 617 227 0050 . Nothing herein constitutes an offer to sell or solicitation of an offer to buy any security. Past performance may not be indicative of future results, and there is no assurance that future investments made by Berkshire will avoid losses or be as profitable as past investments. BERKSHIRE PARTNERS LLC | 200 CLARENDON STREET | BOSTON, MA 02116 | WWW.BERKSHIREPARTNERS.COM
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AB
C
DE
F
B E R K S H I R E P A R T N E R S O V E R V I E W
A N E X P E R I E N C E D T E A M Long-tenured investment team with deep history of partnering with talented management teams
C U R R E N T F U N D Fund VIII: $4.5 billion raised in 2011
S E C T O R S O F I N T E R E S T C A P I T A L I N V E S T E D
A Consumer products and retail
B Business services
C Industrials
D Communications
E Transportation
F Other
T A R G E T E Q U I T Y I N V E S T M E N T $50 – 500 million in transactions valued up to $2 billion; smaller investments also considered in areas of focus
I N V E S T M E N T F O C U S Market-leading, growth companies with minimum EBITDA of $25 million
O W N E R S H I P Majority or minority
A S U C C E S S F U L M O D E L Consistently provided superior investment returns for our limited partners
F L E X I B L E I N V E S T M E N T T Y P E O F I N V E S T M E N T R E P R E S E N T A T I V E P O R T F O L I O C O M P A N Y M A N D A T E LBO/recapitalization NEW Asurion
Growth by strategic acquisition Lightower
Family business Grocery Outlet
Growth capital Crown Castle International
Minority investment Coty
High growth Bare Escentuals
International Husky
Take private Skillsoft
Turnaround Electro-Motive Diesel
Public securities TransDigm
To discuss any of the information presented above, please contact Jeff Dodge or Nii Amaah Ofosu-Amaah at 617 227 0050. Nothing herein constitutes an offer to sell or solicitation of an offer to buy any security. Past performance may not be indicative of future results, and there is no assurance that future investments made by Berkshire will avoid losses or be as profitable as past investments.
B E R K S H I R E P A R T N E R S L L C | 200 CLARENDON STREET | BOSTON, MA 02116 | WWW.BERKSHIREPARTNERS.COM
C O N S U M E R Aritzia P R O D U C T S Retailer of young women’s fashion apparel and accessoriesA N D R E T A I L
Bare Escentuals* Marketer and retailer of branded cosmetics and skin care products
Carter’s* Marketer and retailer of branded baby and young children’s apparel
Implus Designer and distributor of footwear accessories and fitness products
Melissa & Doug Designer and manufacturer of educational toys and products for children
National Vision Value-focused retailer of eyeglasses, contacts and eye exams
Opening Ceremony Fashion brand and retailer
Portillo’s Fast casual restaurants offering a broad menu
Rockport Leading global, multi-brand provider of comfortable footwear for men and women
B U S I N E S S Access S E R V I C E S Provider of records information and management services
Acosta* Provider of sales and marketing services to the consumer packaged goods industry
Catalina Provider of personalized media for consumer promotions and advertising
NEW Asurion Provider of wireless subscriber services and consumer product protection programs
Skillsoft*
Provider of cloud-based learning and performance support solutions
I N D U S T R I A L S Advanced Drainage Systems* Manufacturer of high-density polyethylene pipe
HMT Provider of aboveground storage tank products and services
Husky Global provider of tooling, systems and services to the injection molding industry
SRS Distribution National distributor of residential roofing supplies
C O M M U N I C A T I O N S Lightower Metro fiber and broadband service provider
Telx Provider of global interconnection and colocation services
Torres Unidas Owner and operator of towers and other wireless infrastructure in South America
Tower Development Corporation Developer of wireless communications infrastructure
T R A N S P O R T A T I O N Electro-Motive Diesel* Manufacturer of freight and passenger diesel-electric locomotives
TransDigm Designer, producer and supplier of commercial and military aircraft components
* Indicates fully realized investment as of September 2015. For a complete list of current and former * portfolio companies, please visit www.berkshirepartners.com.
R E P R E S E N T A T I V E I N V E S T M E N T S
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