Anderson Capital

[Margy Eilbeck]

KayneAnderson has been investing in energy infrastructure marketable securities in its commingled funds since 1998. Since then, we have grown to become one of the largest and most respected investors in the space.

Kayne energy private equity has been one of the most successful investors in the upstream oil and gas sector since 1992. Kayne launched its Private Energy Income Funds strategy in 2014/2015 to target opportunistic acquisitions of long-life, low-risk onshore oil and gas assets.

We partner with high-growth software companies that have reached an inflection point where an infusion of capital and the right partner can have a profound impact on helping them achieve their growth plans.

High Conviction Stock Picking: Employs deep credit research to identify opportunities in equities. Concentrated, go-anywhere, long stock portfolio of 10-15 high-conviction holdings. Focus on situations that equity markets are often ill-equipped to assess, particularly with companies in early stages of capital structure or credit-related inflection points. Also identifies other market inefficiencies overlooked by traditional securities analysts. Andersen utilizes disconnects between debt and equity markets created by differences in analyst training, asset manager organization, and fund mandates.

Moelis & Company LLC served as financial adviser to Kayne Anderson Private Credit. Kirkland & Ellis LLP acted as legal counsel to Kayne Anderson Private Credit and Fried, Frank, Harris, Shriver & Jacobson LLP advised Bonaccord.

Bonaccord Capital Partners ("BCP") is a private equity firm focused on acquiring non-control equity interests in middle-market private markets sponsors spanning private equity, private credit, and real estate and real assets. By leveraging its strategic relationships, institutional capabilities, and strategic development expertise, BCP seeks to support transformative initiatives that help its partner sponsors reach their potential and establish enduring institutions. BCP aims to support broader portfolio objectives through partnerships with its partner sponsors. BCP is a part of P10, Inc. (NYSE: PX), a leading multi-asset class private markets solutions provider in the alternative asset management industry. For more information, please visit www.bonaccordcapital.com.

APC looks for opportunities in fields that APC is interested in that have a demonstrated strategy to grow. With over 40 years of experience performing private investment business transactions, APC has effectively grown dozens of successful companies by: identifying investment prospects, procuring debt and equity investment capital, including its own, and remaining active in the management and operations in the companies it forms.

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Full-text access to over 7,500 scholarly, peer-reviewed journals, as well as indexing and abstracts for general interest and news magazines, trade/industry periodicals, monographs, reports, and conference proceedings. Its PDF content goes back as far as 1887, with the majority of full-text titles in native (searchable) PDF format.

Use AtoZdatabases to create custom target lists from more than 30 million U.S. business profiles by geography, industry, public/private ownership, employee size, annual revenue, and more, then export search results to Excel.

The Commercial Bank Database, from the Federal Reserve Bank of Chicago (FRB Chicago), contains data of all banks filing the Report of Condition and Income (named "Call Report") that are regulated by the Federal Reserve System, Federal Deposit Insurance Corporation (FDIC), and the Comptroller of the Currency. These reports include balance sheet, income statements, risk-based capital measures and off-balance sheet data. The Commercial Bank Database has data available quarterly from 1976. The time range is broader than the RIS database (described below). It includes basically commercial banks and savings banks. It does not have data from savings institutions (e.g. S&L associations) that file the Thrift Financial Report (TFR) with the Office of Thrift Supervision (OTS).

The Bank Holding Companies Database, from the FRB Chicago, collects financial data from bank holding companies included in the FRY-9 reports. The bank holding companies may include parent, blank, and nonblank entities. These reports contain balance sheet, income information, risk-based capital measures and additional supporting schedules. The FR Y-9 filing was initiated in 1978, but this database has data available quarterly from 1986.

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The Merger Description Database from the FRB Chicago provides acquisition/merger data and other useful records about circumstances under which a financial institution ceased to exist. It provides information about the survivor and non-survivor entity, dates, and merging codes, from 1986.

The Research Information System (RIS) Database, from the Federal Deposit Insurance Corporation (FDIC), contains financial data and history of all entities filing the Call Report and some savings institutions filing the OTS Thrift Financial Report (TFR). These reports include balance sheet, income statements and off-balance sheet data. The entities that file these reports include commercial banks, savings banks, or savings and loans (The Federal Deposit Insurance Corporation Database). These data were collected from 1984 to 1998, and contain structure data, financial time series data, complex derived integers data, ratio data and merger history data. Different from the Commercial Bank Database, it contains data for S&L institutions and derived data.

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