Alerion Capital Group

Alerion Capital Group is a private equity and management advisory firm. Alerion’s investment philosophy focuses on companies that will benefit most from our experience and knowledge, centering around technology product and service providers. Companies we seek are typically interested in Alerion’s ongoing management assistance, mentoring and guidance, in addition to the capital we provide. This collaboration, coupled with access to our significant network of expertise and talented management candidates, enables companies to more effectively realize their potential and generate attractive returns. Alerion was founded by James Unruh, former Chairman and CEO of Unisys, as a means of helping managers build their companies, leverage his 30+ years of technology industry experience, as well as benefit from his ongoing participation in corporate boards, including CSG, Prudential, Tenet Healthcare, and CenturyLink (formerly Qwest). The Alerion team builds on this foundation, bringing extensive experience from the technology and investment banking fields. Alerion is headquartered in Scottsdale, Arizona, and has a Salt Lake City, Utah office. Transaction Types ▪ Recapitalizations ▪ Management-led buyouts ▪ Leveraged buyouts ▪ Divestitures ▪ Growth capital Financial Characteristics ▪ Gross Enterprise Value: $5 million to $50 million ▪ Annual revenues: $5 million to $100 million ▪ Minimum potential EBITDA: $1.0 million Prospect Operating Characteristics Alerion seeks the following characteristics in opportunities we consider: ▪ Definable market ▪ Significant growth opportunities ▪ Demonstrated and sustainable profitability ▪ Experienced management team ▪ Established business model ▪ Proprietary technology, process and/or services Geography Reinforcing Alerion’s focus on providing management resources to our portfolio companies beyond simply capital, we seek to invest in companies that are headquartered within a reasonable distance from our offices. In cases where we are seeking to add on to an existing portfolio company, geography is not limited. Our primary geographies are: ▪ Southwest ▪ Mountain West ▪ Pacific