AAVIN Private Equity A Leading Private Equity Firm

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AAVIN Private Equity: A Leading Private Equity Firm Tiburon Research April 16, 2019

AAVIN Private Equity: A Leading Private Equity Firm Tiburon Research April 16, 2019

AAVIN Private Equity Comments • Founded in 1999 • Based in Cedar Rapids, IA

AAVIN Private Equity Comments • Founded in 1999 • Based in Cedar Rapids, IA • Web site: www. aavin. com Source: 4/16/19 AAVIN Private Equity Web Site; 6/5/07 AAVIN Private Equity Web Site; 5/5/07 v. Finance Web Site; 5/5/07 Private Equity Web Site; Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 1

AAVIN Private Equity was Founded in 1999 and Has Subsequently Evolved Through their Early,

AAVIN Private Equity was Founded in 1999 and Has Subsequently Evolved Through their Early, Middle, & Recent Phases AAVIN Private Equity History AAVIN Private Equity Founded Approximate Dates: Key Steps: 1999 • 1999 : AAVIN Private Equity was founded Middle Phase Early Phase XXXX - XXXX • XXXX: -- Recent Phase XXXX - XXXX • XXXX: -- XXXX • AAVIN Private Equity Today XXXX: -- Source: 4/16/19 AAVIN Private Equity Web Site; 6/5/07 AAVIN Private Equity Web Site; 5/5/07 v. Finance Web Site; 5/5/07 Private Equity Web Site; Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 2

AAVIN Private Equity was Founded by James Thorp in 1999 Comments • Founded in

AAVIN Private Equity was Founded by James Thorp in 1999 Comments • Founded in 1999 • Based in Cedar Rapids, IA Source: 4/16/19 AAVIN Private Equity Web Site; 6/5/07 AAVIN Private Equity Web Site; 5/5/07 v. Finance Web Site; 5/5/07 Private Equity Web Site; Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 3

AAVIN Private Equity is Not a Frequent Advertiser Advertising Comments • -- Source: Tiburon

AAVIN Private Equity is Not a Frequent Advertiser Advertising Comments • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 4

AAVIN Private Equity Has a Web Site with Five Core Sections, Including About Us,

AAVIN Private Equity Has a Web Site with Five Core Sections, Including About Us, Team, Investment Criteria, Portfolio, & Contact Us AAVIN Private Equity Web Site About Us Team Investment Criteria Portfolio Contact Us Source: 4/16/19 AAVIN Private Equity Web Site; Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 5

AAVIN Private Equity is Not a Frequent Acquirer Acquisitions Comments • -- Source: Tiburon

AAVIN Private Equity is Not a Frequent Acquirer Acquisitions Comments • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 6

AAVIN Private Equity Has a Charitable Giving Program Charitable Giving Comments • -- Source:

AAVIN Private Equity Has a Charitable Giving Program Charitable Giving Comments • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 7

AAVIN Private Equity Has One Office, Consistent Since 2018 AAVIN Private Equity Offices Source:

AAVIN Private Equity Has One Office, Consistent Since 2018 AAVIN Private Equity Offices Source: 4/16/19 AAVIN Private Equity Web Site; Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 8

AAVIN Private Equity’s Offices Include Cedar Rapids, IA AAVIN Private Equity Offices • Cedar

AAVIN Private Equity’s Offices Include Cedar Rapids, IA AAVIN Private Equity Offices • Cedar Rapids, IA • -- Source: 4/16/19 AAVIN Private Equity Web Site; Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 9

AAVIN Private Equity Has Employees Needs data AAVIN Private Equity Employees Source: Tiburon Research

AAVIN Private Equity Has Employees Needs data AAVIN Private Equity Employees Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 10

AAVIN Private Equity Has Raised Funds Needs data AAVIN Private Equity Funds Source: Tiburon

AAVIN Private Equity Has Raised Funds Needs data AAVIN Private Equity Funds Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 11

AAVIN Private Equity Has Institutional Investors Needs data AAVIN Private Equity Institutional Investors Source:

AAVIN Private Equity Has Institutional Investors Needs data AAVIN Private Equity Institutional Investors Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 12

AAVIN Private Equity’s Institutional Investors Include… AAVIN Private Equity Institutional Investors • -- Source:

AAVIN Private Equity’s Institutional Investors Include… AAVIN Private Equity Institutional Investors • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 13

AAVIN Private Equity Has Investors Needs data AAVIN Private Equity Investors Source: Tiburon Research

AAVIN Private Equity Has Investors Needs data AAVIN Private Equity Investors Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 14

AAVIN Private Equity Has Gathered $87 Million Assets Under Management, Consistent Since 2018 AAVIN

AAVIN Private Equity Has Gathered $87 Million Assets Under Management, Consistent Since 2018 AAVIN Private Equity Assets Under Management ($ Millions) Source: 4/16/19 AAVIN Private Equity Web Site; Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 15

AAVIN Private Equity Has Portfolio Companies Needs data AAVIN Private Equity Portfolio Companies Source:

AAVIN Private Equity Has Portfolio Companies Needs data AAVIN Private Equity Portfolio Companies Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 16

AAVIN Private Equity’s Portfolio Companies Include… AAVIN Private Equity Portfolio Companies • -- Source:

AAVIN Private Equity’s Portfolio Companies Include… AAVIN Private Equity Portfolio Companies • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 17

AAVIN Private Equity Generates Revenues Needs data AAVIN Private Equity Revenues ($ Millions) Source:

AAVIN Private Equity Generates Revenues Needs data AAVIN Private Equity Revenues ($ Millions) Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 18

AAVIN Private Equity Earns $___ Million Needs data AAVIN Private Equity Net Profits ($

AAVIN Private Equity Earns $___ Million Needs data AAVIN Private Equity Net Profits ($ Millions) Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 19

AAVIN Private Equity Has Two Businesses, Including… AAVIN Private Equity Businesses -- -- Source:

AAVIN Private Equity Has Two Businesses, Including… AAVIN Private Equity Businesses -- -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 20

AAVIN Private Equity’s First Business is… Comments • -- Source: Tiburon Research & Analysis

AAVIN Private Equity’s First Business is… Comments • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 21

AAVIN Private Equity’s Second Business is… Comments • -- Source: Tiburon Research & Analysis

AAVIN Private Equity’s Second Business is… Comments • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 22

AAVIN Private Equity is Led by its Managing Director James Thorp AAVIN Private Equity

AAVIN Private Equity is Led by its Managing Director James Thorp AAVIN Private Equity Organizational Chart James Thorp Managing Director -- Source: -- -- -- 4/16/19 AAVIN Private Equity Web Site; Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 23

AAVIN Private Equity Has a Board of Directors Led by its Chairman… AAVIN Private

AAVIN Private Equity Has a Board of Directors Led by its Chairman… AAVIN Private Equity Board of Directors -- • -- -- • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 24

AAVIN Private Equity is Privately Owned Comments • -- Source: Tiburon Research & Analysis

AAVIN Private Equity is Privately Owned Comments • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 25

AAVIN Private Equity Has Assets Needs data AAVIN Private Equity Assets ($ Millions) Source:

AAVIN Private Equity Has Assets Needs data AAVIN Private Equity Assets ($ Millions) Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 26

AAVIN Private Equity Has Liabilities Needs data AAVIN Private Equity Liabilities ($ Millions) Source:

AAVIN Private Equity Has Liabilities Needs data AAVIN Private Equity Liabilities ($ Millions) Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 27

AAVIN Private Equity Has Shareholders’ Equity Needs data AAVIN Private Equity Shareholders Equity ($

AAVIN Private Equity Has Shareholders’ Equity Needs data AAVIN Private Equity Shareholders Equity ($ Millions) Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 28

AAVIN Private Equity Earns … Per Share Needs data AAVIN Private Equity Earnings Per

AAVIN Private Equity Earns … Per Share Needs data AAVIN Private Equity Earnings Per Share Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 29

AAVIN Private Equity Declares … Dividends Per Share Needs data AAVIN Private Equity Dividends

AAVIN Private Equity Declares … Dividends Per Share Needs data AAVIN Private Equity Dividends Per Share Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 30

AAVIN Private Equity Has a … Dividend Yield Needs data AAVIN Private Equity Dividend

AAVIN Private Equity Has a … Dividend Yield Needs data AAVIN Private Equity Dividend Yield Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 31

AAVIN Private Equity’s Stock Price is … Needs data AAVIN Private Equity Stock Price

AAVIN Private Equity’s Stock Price is … Needs data AAVIN Private Equity Stock Price Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 32

AAVIN Private Equity Has … Shares Outstanding Needs data AAVIN Private Equity Shares Outstanding

AAVIN Private Equity Has … Shares Outstanding Needs data AAVIN Private Equity Shares Outstanding Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 33

AAVIN Private Equity’s Market Capitalization is … Needs data AAVIN Private Equity Market Capitalization

AAVIN Private Equity’s Market Capitalization is … Needs data AAVIN Private Equity Market Capitalization ($ Millions) Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 34

AAVIN Private Equity is Owned by …. Needs data AAVIN Private Equity Ownership By

AAVIN Private Equity is Owned by …. Needs data AAVIN Private Equity Ownership By Owner Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 35

AAVIN Private Equity’s Stock Volume is…. Needs data AAVIN Private Equity Stock Volume Source:

AAVIN Private Equity’s Stock Volume is…. Needs data AAVIN Private Equity Stock Volume Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 36

Tiburon Strategic Advisors Comments • Focus on corporate-level strategy - Serve senior executives only

Tiburon Strategic Advisors Comments • Focus on corporate-level strategy - Serve senior executives only at financial services companies - Key services: market seminars, market research, & strategy consulting - Served over 450 corporate clients and completed over 2, 200 projects since 1998 - Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors • Chip Roame background - Mc. Kinsey & Company - Charles Schwab & Company - Tiburon since 1998 Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 37

AAVIN Private Equity A Leading Private Equity FirmAAVIN Private Equity A Leading Private Equity Firm
Firm Cogeneration Firm Cogeneration Firm Cogeneration Capacity FirmFirm Cogeneration Firm Cogeneration Firm Cogeneration Capacity Firm
Private Equity Market Private Equity Fund q PrivatePrivate Equity Market Private Equity Fund q Private
Abbott Capital A Leading Private Equity Firm TiburonAbbott Capital A Leading Private Equity Firm Tiburon
Abbott Capital A Leading Private Equity Firm TiburonAbbott Capital A Leading Private Equity Firm Tiburon
Abbott Capital A Leading Private Equity Firm TiburonAbbott Capital A Leading Private Equity Firm Tiburon
PRIVATE EQUITY INTRODUCTION A Private Equity Fund investPRIVATE EQUITY INTRODUCTION A Private Equity Fund invest
PRIVATE EQUITY Private Equity Mglichkeiten und Grenzen EFAPRIVATE EQUITY Private Equity Mglichkeiten und Grenzen EFA
Private equity Introduction Private equity by opposition toPrivate equity Introduction Private equity by opposition to
BEFEKTETSEK Private Equity Bohk Andrs MAGNTKE PRIVATE EQUITYBEFEKTETSEK Private Equity Bohk Andrs MAGNTKE PRIVATE EQUITY
Acquisitions and private equity Introduction Private equity ByAcquisitions and private equity Introduction Private equity By
Private equity Introduction Private equity by opposition toPrivate equity Introduction Private equity by opposition to
ASSIETTA PRIVATE EQUITY SGR Private Equity an opportunityASSIETTA PRIVATE EQUITY SGR Private Equity an opportunity
CHAPTER 6 Management Skills 1 Leading LEADING LeadingCHAPTER 6 Management Skills 1 Leading LEADING Leading
Centana Growth Partners A Private Equity Firm SpecializingCentana Growth Partners A Private Equity Firm Specializing
Warburg Pincus A Large MidMarket Private Equity FirmWarburg Pincus A Large MidMarket Private Equity Firm
Warburg Pincus A Large MidMarket Private Equity FirmWarburg Pincus A Large MidMarket Private Equity Firm
Chapter 10 Stockholders Equity Stockholders Equity Stockholders equityChapter 10 Stockholders Equity Stockholders Equity Stockholders equity
FIRM Exit Strategy w Development of FIRM wasFIRM Exit Strategy w Development of FIRM was
Firm Foundation John Chisum Jesus Youre my firmFirm Foundation John Chisum Jesus Youre my firm
FIRM BRAND AND PRODUCT LINE OBJECTIVES Firm objectivesFIRM BRAND AND PRODUCT LINE OBJECTIVES Firm objectives
Firm Fitness How Fit is Your Firm AnFirm Fitness How Fit is Your Firm An
CHAPTER 7 COSTS OF THE CONSTRUCTION FIRM FirmCHAPTER 7 COSTS OF THE CONSTRUCTION FIRM Firm
EQUILIBRIUM OF A FIRM Firm is said toEQUILIBRIUM OF A FIRM Firm is said to