Rosewood Private Investments

Rosewood Private Investments is the private equity arm of the Rosewood Corporation, a multi-billion dollar, family-owned enterprise headquartered in Dallas, Texas. Wholly owned by the Caroline Hunt Trust Estate, we are a stable, evergreen source of capital that does not depend on outside equity. We use our expertise in acquisitions and financing to collaborate with management and grow the businesses in which we invest—both organically and through add-on acquisitions. Pioneers in the family investing space, we combine the best of family offices—including a commitment to fairness, integrity, and helping people succeed—with the rigor and resources of a traditional private equity group. PLATFORM INVESTMENT CRITERIA We seek to make control, structured minority and independent sponsor investments across a broad set of industries in privately held businesses with the following characteristics: ▪ U.S. based with $20mm-$150mm in revenue ▪ EBITDA greater than $5mm ▪ Ability to deploy $50mm-$100mm in equity per investment ▪ Experienced, growth-oriented management team ▪ Reasonably diverse customer base