Approach | Mysite 2

Blue Marlin leverages the unique value that each Capital Partner brings — whether sourcing, due diligence, managing, or simply investing — to locate and evaluate direct investment opportunities and achieve profitable exits.

INVESTMENT APPROACH

Acting on behalf of our Capital Partners, Blue Marlin organizes and manages the direct investing process. Blue Marlin and its Independent Investment Committee drive a rigorous and disciplined due diligence process before approving any opportunity. This is followed by active post-closing participation through board representation, management consultation, business improvement and active monitoring.

INVESTMENT FOCUS

Blue Marlin targets investments in established, profitable lower middle market businesses with attractive valuations, obvious growth paths, and clear exit opportunities. Target investments will cover a range of industries and business verticals where Blue Marlin management, advisors, and Capital Partners possess substantive experience and expertise.

REVENUE

$10 — $250 MM+

INVESTMENT SIZE

$10 — $100 MM+

INVESTMENT TYPES

Control Acquisition &
Non-Control Investment, Recapitalization & Growth Financings

COMPANY PROFILES

Strong Management Team, Proven Business Model & Substantial Cashflow

INDUSTRIES

Logistics

Healthcare and
Medical Devices

Manufacturing

Energy, Natural Resources
and Industry Services

Software, IT and Telecommunications

Aerospace Defense &
Government and Cybersecurity

Our Capital Partners are owners of Blue Marlin Partners and are all experienced operators and extremely involved in our portfolio companies building value as Board Chair, Board Member or Advisor.

Our partners have operated, are still operating and/or may operate
businesses again in industries such as:

• Maintenance

• General Service

• Retail Chains

• Energy Services

• Financial Services

• Technology

• Marketing

• Health Care

• Professional Sports

• Real Estate Development