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alvarezandmarsal.com

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Investments

4

Portfolio Exits

3

Funds

3

Partners & Customers

4

About Alvarez & Marsal Capital

Alvarez & Marsal Capital invests in middle-market companies that can benefit from access to world class operational expertise, are undergoing a management transition or are seeking capital for growth or acquisitions.

Alvarez & Marsal Capital Headquarter Location

600 Madison Avenue 8th Floor

New York, New York, 10022,

United States

+1 212 759 4433

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Latest Alvarez & Marsal Capital News

Novum Orthopedic Partners Forms Leading Private Equity-backed Orthopedic Platform in Texas

Jan 12, 2022

The investment enables Texas-area orthopedic and spine practices to maintain autonomy while achieving the benefits of scale and serves as a cornerstone for Novum’s new orthopedic practice management platform January 12, 2022 10:05 AM Eastern Standard Time DALLAS & FORT WORTH, Texas--( BUSINESS WIRE )-- Novum Orthopedic Partners , a national leader in orthopedics and spine practice management, launched a new orthopedic practice management platform in Texas, through the completion of strategic investments in Arlington Orthopedic Associates (AOA), Abilene Sports Medicine & Orthopedics (ASMO), and Waxahachie Orthopedic and Sports Medicine on December 29, 2021. In conjunction with the transactions, Novum also invested in two leading surgical facilities, including the Abilene Center of Orthopedics and Multispecialty and Baylor Scott & White Orthopedic and Spine Hospital at Arlington–a joint venture between Baylor Scott & White Health, United Surgical Partners International and AOA, in which Novum has established a minority ownership position. The Novum practices provide a full suite of musculoskeletal services, including orthopedic consultation, surgeries, pain management, full diagnostic imaging, physical therapy, and other ancillary services to patients in the Texas region. The Novum practices are led by 34 orthopedic and spine physician partners and represent over 300 employees across 12 clinics and five physical therapy sites. Novum’s innovative business model delivers proven strategies implemented in other healthcare specialties to the field of orthopedics. Novum’s focus is delivering leading finance, operations, technology and compliance infrastructure and personnel in support of their orthopedic practice partners. “Our physician-led model has a successful track record of driving practice strategies that result in both near-term and long-term value to our physician partners and best-in-class clinical outcomes to their patients,” said Eric Slimmer, Novum’s Chief Development Officer. “We are leveraging a proven playbook and optimizing it for the orthopedics specialty.” “Novum’s physician-centric approach to practice management is what attracted us,” said Dr. James Burnett, AOA’s President. “Post-closing, we will remain in control of the daily delivery of care to our patients while benefiting from the operational expertise of Novum. In Novum, we found a partner that shares both our clinical and operational vision and that alignment is reflected in AOA’s material go-forward ownership in the company. Novum’s ongoing investment will keep us on the leading edge when it comes to delivery of care and patient experience.” Novum’s long-term strategy is to partner with like-minded, entrepreneurial orthopedic practices and surgery centers that want to clinically innovate and grow their businesses using Novum’s physician-led, technology-enabled approach. Dr. Eric Wieser, a leading AOA spine surgeon, added, “I was most impressed with Novum’s commitment to clinical excellence. We are now part of a larger network of practices supported by Novum, A&M Capital and their unique access to resources through A&M Consulting, which allows us to share data, insights and best practices to further strengthen our clinical programs and patient experience.” Novum is backed by A&M Capital Partners (AMCP), a middle-market private equity firm with total assets under management of more than $2.7 billion and a strong track record in healthcare investing and Alvarez & Marsal Capital, a multi-strategy private equity investment firm with over $3.7 billion in assets under management. Novum was advised on the transactions by McDermott Will & Emery. “The formation of Novum and the initial practice and surgery center investments are the cornerstone of the company’s orthopedic practice management platform,” said Tom Clayton, Partner at AMCP. “Each of the practices has built leading cultures including a strong commitment to clinical quality, which provides a strong foundation from which to pursue future growth.” About Novum Orthopedic Partners Novum Orthopedic Partners is an innovator in the field of orthopedic practice management. The Company’s model allows for practices of all sizes to maintain local autonomy and independence, while achieving the benefits of scale in a national team setting. Novum’s strategy, structure and time-tested model are designed to meet future demands and deliver sustained growth. For more information, please visit www.novumortho.com . About A&M Capital Partners A&M Capital Partners (“AMCP”) is Alvarez & Marsal Capital’s flagship investment strategy focused on middle-market control transactions in North America with total assets under management of over $2.7 billion. AMCP partners with founders, corporations and management teams to provide the capital and strategic assistance that it believes is required to take businesses to the next level of success. AMCP invests in businesses across a wide range of sectors, including Industrial Products, Consumer Products and Services, Healthcare, Business Services and Government Services. About Alvarez & Marsal Capital Alvarez & Marsal Capital is a multi-strategy private equity investment firm with over $3.7 billion in total assets under management across four funds and three investment strategies. The privately-owned firm is led by a highly experienced investment team, which is augmented by its strategic association with Alvarez & Marsal (“A&M”), one of the largest operationally focused advisory firms in the world. AMC’s business model combines a focus on middle-market private equity investing with the deep operational expertise, industry knowledge and global corporate relationships of A&M, making it a uniquely attractive partner to management teams, corporates and business owners. About Alvarez & Marsal A&M is a privately-owned independent global professional services firm that leverages an industry leading group of experienced operating executives who help businesses improve performance, solve problems and unlock value for stakeholders. A&M has over 5,700 operating professionals and employees in 67 offices across North America, Europe, the Middle East, Asia and South America. A&M has expertise across all major industry sectors and extensive functional capabilities in nearly all primary areas of a business enterprise including, among others, operations, revenue enhancement, sales and marketing, manufacturing, IT, finance, working capital management, supply chain and logistics, real estate, human capital management, merger integration and carve-out support. Contacts

Alvarez & Marsal Capital Investments

4 Investments

Alvarez & Marsal Capital has made 4 investments. Their latest investment was in Payface as part of their Seed on June 6, 2020.

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Alvarez & Marsal Capital Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/15/2020

Seed

Payface

$0.58M

Yes

1

2/12/2020

Private Equity

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$99M

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10

5/10/2018

Private Equity

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10

1/13/2014

Private Equity

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$99M

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10

Date

6/15/2020

2/12/2020

5/10/2018

1/13/2014

Round

Seed

Private Equity

Private Equity

Private Equity

Company

Payface

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Amount

$0.58M

$99M

$99M

New?

Yes

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Co-Investors

Sources

1

10

10

10

Alvarez & Marsal Capital Portfolio Exits

3 Portfolio Exits

Alvarez & Marsal Capital has 3 portfolio exits. Their latest portfolio exit was CNSI on December 03, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

12/3/2021

Acq - Fin - II

2

9/13/2018

Acquired

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10

3/13/2017

Acquired

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10

Date

12/3/2021

9/13/2018

3/13/2017

Exit

Acq - Fin - II

Acquired

Acquired

Companies

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Valuation

Acquirer

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Sources

2

10

10

Alvarez & Marsal Capital Acquisitions

5 Acquisitions

Alvarez & Marsal Capital acquired 5 companies. Their latest acquisition was Worldwise on September 28, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

9/28/2021

Debt

$99M

$34.9M

Acq - Fin - II

2

10/5/2020

Debt

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$99M

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10

7/16/2019

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$99M

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10

4/7/2018

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$99M

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10

12/2/2014

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$99M

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10

Date

9/28/2021

10/5/2020

7/16/2019

4/7/2018

12/2/2014

Investment Stage

Debt

Debt

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$34.9M

Note

Acq - Fin - II

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Sources

2

10

10

10

10

Alvarez & Marsal Capital Fund History

3 Fund Histories

Alvarez & Marsal Capital has 3 funds, including Next Venture Capital Fund - Brazil.

Closing Date

Fund

Fund Type

Status

Amount

Sources

2/12/2020

Next Venture Capital Fund - Brazil

1

9/6/2019

A&M Capital Partners II

$99M

10

4/30/2019

A&M Capital Europe

$99M

10

Closing Date

2/12/2020

9/6/2019

4/30/2019

Fund

Next Venture Capital Fund - Brazil

A&M Capital Partners II

A&M Capital Europe

Fund Type

Status

Amount

$99M

$99M

Sources

1

10

10

Alvarez & Marsal Capital Partners & Customers

4 Partners and customers

Alvarez & Marsal Capital has 4 strategic partners and customers. Alvarez & Marsal Capital recently partnered with Sidetrade on January 1, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

1/14/2021

Vendor

Sidetrade

France

Sidetrade, the AI Order-To-Cash solution company, extends its UK footprint with Alvarez & Marsal deal

Alvarez & Marsal and Sidetrade are pleased to announce a global strategic partnership , combining Alvarez & Marsal 's expertise in performance improvement with Sidetrade 's unique know-how in Artificial Intelligence solutions for B2B .

1

11/27/2018

Partner

Mercatus

United States

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10

11/28/2017

Partner

Airmic

United Kingdom

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10

9/12/2017

Partner

Hanzo

United States

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10

Date

1/14/2021

11/27/2018

11/28/2017

9/12/2017

Type

Vendor

Partner

Partner

Partner

Business Partner

Sidetrade

Mercatus

Airmic

Hanzo

Country

France

United States

United Kingdom

United States

News Snippet

Sidetrade, the AI Order-To-Cash solution company, extends its UK footprint with Alvarez & Marsal deal

Alvarez & Marsal and Sidetrade are pleased to announce a global strategic partnership , combining Alvarez & Marsal 's expertise in performance improvement with Sidetrade 's unique know-how in Artificial Intelligence solutions for B2B .

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Sources

1

10

10

10

Alvarez & Marsal Capital Team

78 Team Members

Alvarez & Marsal Capital has 78 team members, including current Founder, Senior Managing Director, Michael J Odrich.

Name

Work History

Title

Status

Michael J Odrich

Lehman Brothers, and Tenaya Capital

Founder, Senior Managing Director

Current

Samuel P. Golden

Managing Director

Current

Clifford Hall

Managing Director

Current

Tom McAleese

Claret Capital, Barclays Bank, ABN AMRO Bank, GPA Group, and KPMG

Managing Director

Current

David Ritter

McKinsey & Company, and U.S. Army

Managing Director

Current

Name

Michael J Odrich

Samuel P. Golden

Clifford Hall

Tom McAleese

David Ritter

Work History

Lehman Brothers, and Tenaya Capital

Claret Capital, Barclays Bank, ABN AMRO Bank, GPA Group, and KPMG

McKinsey & Company, and U.S. Army

Title

Founder, Senior Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

Status

Current

Current

Current

Current

Current

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