LLR Overview 2016

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Jack Berlin
Business & Economics
Business News
<p>Characteristics
Growth, strong 
management, proven 
business model
Company Size
Revenue of $10–150M 
Transaction Types
Growth capital, 
recapitalization,
buyout
Investment Size
Equity of $15–100M
Ownership
Majority or minority
Business Models
Technology
Services
Industries
Education
Financial Services
Healthcare
Security
Software
Growth & Recapitalization
Employee benefits administration software  
and services.
LLR led an equity financing in March 2016.
Growth & Recapitalization
Data management, teacher professional 
development and personalized learning 
solutions for K-12.
LLR led an equity financing and merger 
in September 2015.
Buyout
Disaster recovery and business continuity 
solutions including power, office space, 
communications and computer systems.
LLR acquired a majority ownership  
stake in March 2015.
Recapitalization
Autism therapy and special education services 
delivered in home or at school. 
LLR led an equity financing in May 2016.
KEY CONTACTS
Growth Capital
Creator of the FHR® (Financial Health Rating)  
assessment of public and private company  
financial health.
LLR led an equity financing in April 2016. 
LLR PARTNERS  •  2929 Arch Street  •  Philadelphia, PA 19104  •  T 215.717.2900  •  F 215.717.2270  •  www.llrpartners.com
RECENT INVESTMENTS
LLR PARTNERS.
Capital for private companies and their owners.
INVESTMENT CRITERIA
EXPERTISE
Growth & Recapitalization
Medical, cosmetic and surgical dermatology 
services in the New York City area. 
LLR led an equity financing in April 2016.
Growth & Recapitalization
Software and services that enable channel partners 
to sell, deliver, manage and invoice for private-labeled 
cloud communication services.
LLR led an equity financing in May 2015. 
Buyout
Field services software solutions for specialty 
construction markets worldwide.
LLR led a buyout in April 2015.
Growth & Recapitalization
Designer and manufacturer of specialty 
credit cards. 
LLR led an equity financing in May 2015.
Growth Capital
Next generation data protection platform.
LLR participated in an equity financing in 
December 2015.
Christian Bullitt   
215.717.2919   
cbullitt@llrpartners.com
Kristy DelMuto   
215.344.1372  
kdelmuto@llrpartners.com
Michael Sala 
215.717.2921  
msala@llrpartners.com
David Siegel   
202.333.4601  
dsiegel@llrpartners.com
Management and IT services for life sciences 
and healthcare companies.
R
Fuel charge cards and management  information 
services for vehicle fleet operators in the United 
States. Sold to Wright Express in 2012.
Technology and brokerage services for active and 
professional traders.
Retailer of extreme-value merchandise to the teen and 
preteen market, operating more than 200 stores from 
Boston to Richmond. Went public in 2012 (NASDAQ: FIVE).
Privately-owned mutual fund administrator with 
over $20 billion of assets under administration.
Advanced planning and optimization  
enterprise software. Acquired by Dassault 
Systemes in 2014.
LLR’s team of experienced professionals assist middle market  
companies in developing an appropriate capital plan and provide  
the resources and advice needed to help them achieve their goals.
BUSINESS SERVICES
CONSUMER & EDUCATION
FINANCIAL SERVICES
HEALTHCARE SERVICES
SECURITY, DEFENSE & GOVERNMENT SERVICES
SOFTWARE
Education solutions to help academic institutions  
and healthcare systems address healthcare  
workforce shortages.
Urgent care clinics offering walk-in care,  
occupational medicine, employer-paid services, 
physical therapy and ancillary services.
Health information management services 
to hospitals and physician clinics. Merged with  
HealthPort in July 2015. 
Women’s health and fertility-focused 
ambulatory sugery centers and labs.
Online continuing education and training for the 
industrial, public safety and architecture, engineering 
& construction (AEC) industries.
REPRESENTATIVE INVESTMENTS
Data-driven benchmarking, outsourcing consulting 
and network advisory services for CIOs. 
ACCESS CONTROL RELATED ENTERPRISES
Global provider of access control technology 
and systems.
Digital messaging technology used to manage 
customer engagement through email, text 
and other channels.
Complex rehabilitation products, including 
custom power and manual wheelchairs 
for disabled adults and children.
Managed satellite communications network  
services for remote and austere environments.
Business intelligence software allowing users 
to explore, visualize, analyze and share data insights.
IT services and business consultancy focused on 
ERP and CRM solutions.
Education company developing a premier 
global system of private Pre K-12 schools.
Solutions and services to help clients design, 
build, test and maintain secure software.
Intelligence-driven operational risk
management solutions. 
HR and talent management cloud-based 
solutions partner to SAP SuccessFactors.
Agile project management software for 
lifecycle, collaboration, quality, business 
 intelligence and portfolio management.
Point-of-service patient intake and payments 
solution for physicians’ offices.
</p>