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 is Not a Frequent Advertiser Comments • -- Source: Tiburon Research

AAVIN Private Equity is Not a Frequent Advertiser Comments • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 3

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

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

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

AAVIN Private Equity Has a Charitable Giving Program Comments • -- Source: Tiburon Research & Analysis 19. 04. 16 – AAVIN Private Equity © Tiburon Strategic Advisors, LLC™ 5

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™ 6

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™ 7

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™ 8

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™ 9

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™ 10

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™ 11

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™ 12

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™ 13

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™ 14

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™ 15

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