Transcript of "Supreme Capital Group-Private Equity Funds Pitchbook"
Supreme Capital Group
Private Equity Funds
Creating Value by Restoring Human Dignity
Social Impact Investing
Alignment of Interests
excellence in . . .
Restoring Human Dignity
investing in companies
pursuing exciting new
developments in the
fields of . . .
Education Delivery Systems
Real Estate Development
returns by employing
these proven strategies. . .
strong results through
our . . .
Avg yrs exp
executives, staff, &
senior advisors average
23 years in the industry
forming strong, lasting
partnerships with . . .
In the aftershock of the
Great Recession, the
dominant themes in the
U.S. economy are. . .
U.S. labor market has
become less competitive
among consumer &
Environmental impacts of
carbon emissions and
energy resources are
suggests that emerging
markets private equity:
have become the new
“emerging” markets. . .
market private equity;
Has broader scope; and
Is less risky than
From our proprietary
network of deal sources,
we are constantly
searching for scalable,
models that have. . .
Solid value propositions
that solve meaningful
Cash flow; and
Fund Launch Timing
Areas of Interest
To date, U.S. public
growth, and equal rights
have failed to overcome
class, race, and gender
inequalities, so it is
imperative to start raising
living standards today
because. . .
½ of the nation’s recent
college graduates work in
jobs that don't require a
69% of U.S. adults are
23 million Americans are
dependent on some mindor mood-altering substance
AREAS OF INTEREST
Despite strong growth in
recent years, overall
penetration of private equity
in what can be described as
"emerging markets" in the U.S.
remains low relative to
developed markets . . .
EB-5 visas may be set aside for
non-U.S. investors in our funds;
(QLICI’s) make our U.S. investors
eligible to receive New Market
Tax Credits (NMTC);
A technical assistance (TA)
facility is used to pay a 3d party
to measure and validate the
social impacts achieved by our
Ancient Bakers, Inc.
Manufacturers of healthy, organic snack foods for schools,
hospitals, and other institutions
Florida Citrus Groves, Inc.
440-acre citrus grove producing oranges for Tropicana orange
Maverick Sports & Entertainment, Inc.
Developer of 400-acre youth sports/hotel/retail complexes in
Tampa & Allentown, NJ
300-room hotel & conference center in downtown Camden, NJ
near Rutgers Univ. Medical School
We are currently
following investments in
anticipation of our initial
closing in July, 2014. . .
In-Tech Ventures, Inc.
Cutting edge SaaS software development
Corporate IslandWear, Inc.
New York, NY
Designer & manufacturer of fashion apparel and corporate
Franklin Village Townhomes
200-unit townhouse/retail development
Research & Due Diligence
Our investment advisors are
skilled at finding attractive
investment opportunities and
generating great deal flow
from our network of . .
financial, and tax due
diligence is among the
finest in the industry . . .
Our teams work to uncover
any "fatal flaws" in a potential
investment or business plan
before we invest; and
We understand the
relationship between the
required skill set for successful
emerging market projects,
company managers, and the
drivers of returns for the funds.
Our analysts form an
investment thesis that
We create economic value,
by creating real and
improvements at our
portfolio companies and
properties. . . .
Improving profitability; and
We monitor our investments
with an on-line solution that
allows our managers and
analysts to understand what
is really happening at their
portfolio companies in real
time. . .
Our operations teams
performance targets for
existing or new
We pursue follow-on
investments to facilitate
Our approach to risk
management starts with a well
thought-out process that
includes setting policies and risk
tolerances, identifying and
measuring risk, collecting the
proper data, and adjusting risk
levels. . .
Our compensation is
significantly incentivebased; and
Emerging market company
characteristics require more
We have worked hard to
establish good reputations
and to maintain them, we
must show good
performance in our funds.
Initial Public Offerings
Our plan for an exit starts
during the initial
investment stage as we
negotiate the acquisition
of the portfolio company
or property. That way, we
can reasonably expect to
exit our investments at the
time and in the manner
we deem best through. . .
3d Party Auctions
Mr. Elliott has 35 years experience in organizing,
planning and executing large-scale real estate
projects from conception through implementation.
He has demonstrated a deep understanding of
the global economy and current investment
climate, extensive hospitality industry knowledge,
and the ability to perform comprehensive financial
analyses of related business trends.
Chief Compliance Officer
A former real estate attorney and private equity
fund advisor who has coordinated economic
development activities for developers, faith-based
institutions, and other community development
organizations engaged in the development of
over $150 million hotels, multi-family residential,
elderly hi-rises, regional shopping malls, urban strip
centers, and low-rise office complexes.
JD, IIT-Kent College of Law, Chicago, IL;
MBA, Finance, Keller Grad. School of Mgmt
BS, Bus. Admin/Economics, Culver-Stockton
College, Canton, MO
Mr. Leroys background includes extensive
experience as a management consultant for
several Fortune 500 companies in the financial
services, computing, and communication
industries. Over the past 17 years he has performed
these services for leaders in their respective
industries including: Emc Corp. (information
technology); Adventis Corp. (management
consulting); 3m Corp (manufacturing); Bellsouth
Wireless (telecommunications), and Reuters, Inc.
(news and information services).
VP, Corporate Division
MBA, Finance, DePaul University, Chicago, IL;
BSEET, Devry University, Chicago, IL
Mr. Sawyer’s background includes 25 years
experience as an economic development and
management consultant for several government
agencies and other community development
organizations. He and his staff are primarily
responsible for sourcing and analyzing real estate
investment opportunities and providing
development services for the funds portfolio
VP, Real Estate Division
MBA, Finance, Rutgers University;
BS, Business Admin., Rider University
Mr. Medellin has 20 years experience as an executive
recruiter and management consultant specializing in
outsourced human resources, staff augmentation,
recruitment process outsourcing, diversity recruitment &
consulting, human capital consulting, and workforce
JD, Western New England College of Law, Springfield, MA
BS, Business Admin. Southern Illinois Univ., Carbondale, IL
CEO, Medellin & Associates
Mr. Carson is an expert in financing all real estate property
types, with 22 years experience in securing funding for
multifamily, mixed use, retail, and medical/medical office
properties. He has developed a niche in large-scale
townhouse, coop, and condominium lending and has
structured deals on transactions with loan amounts up to $5
million. Shawn also has significant experience in securing
capital for hospitality property ventures as well as working with
top hotel management companies, developers, REITS, and
hospitality-focused private equity funds from around the
Real Estate Finance
Sr. Mortgage Loan Officer
MBA, Finance, University of Rochester, NY;
BA, Sociology, State University of New York (SUNY)-Oswego
Mr. McFerren has 34 years experience as a leading
expert on logistics and supply chain management for
several major product manufacturers and
transportation companies like Soft Sheen Products,
Quaker Oats, Burlington Northern, and United Airlines.
BS, Bus. Admin., Chicago State University, Chicago, IL
Logistics/Supply Chain Mgmt.
Management Systems, LLC
Dr. Foston has over 40 years experience as an
esteemed physician and health care administrator
at several health clinics and hospitals throughout
the southeastern U.S.
MD, Meharry Medical College, Nashville, TN
BS, Pre Med, Austin Peay University, Clarksville, TN
Physician, General Surgeon
Mr. Kucera has 24 years experience in hospitality
management, including corporate and property level
expertise in full service, extended stay, limited service
and independent hotel management, corporate
branding, expansion and training, capital planning,
market development and information technology
selection and implementation.
San Antonio, TX
Mr. Kucera has served as Regional Director of
Operations - Midwest Region for Flagstone Hotels and
was responsible for Operations, Guest Satisfaction,
Finance, and Marketing at a 14-hotel portfolio. A
member of the Flagstone Executive Management
Committee, he was also the corporate representative
for all Intercontinental Hotel Group properties
operated by Flagstone, and a member of the IAHI
Central Regional Committee.
BS, Hospitality Management, the Ohio State University,
Mr. Adhia has 25 years experience as a Certified
Public Accountant and investment fund manager
for Avatar Insurance Co., WellSouth HMO, and the
Florida Dept of Insurance.
MBA, Finance, Univ. of South Florida, Tampa, FL
BS Accounting, University of South Florida;
CEO, Avatar Property &
Casualty Insurance Co.
Mr. Maloy 35 has years experience as leading
expert and respected author on the subjects of
teacher education, curriculum development, and
EdD, Boston University
MA, Education, Univ. of Mass-Amherst
BA, Education, Univ. of Mass-Amherst
Univ. of Massachusetts
The key terms of our U.S.
Social Impact Fund, LP
are . . .
Mgmt Fees (%):
Carried Interest (%)
St Stephens Sr. Apts
Tabernacle Baptist Sr. Apts
East End Apartments
3d Party Sale
Governors Pointe Estates
Wyndham Hotel **
Homewood Suites Hotel
3d Party Sale
Holiday Inn Express Hotel
3d Party Sale
Supreme Realty Investments, Inc.
3d Party Sale
3d Party Sale
Multi-Family (>20 units):
Hotels/Other Real Estate:
Baldwin Ice Cream, Inc.
Bonaparte Cable & Wire, Inc.
Weighted Average IRR
Performance of combined predecessor funds during the 20-year period from 1988-2008
** Project abandoned during 2008 collapse of the global financial markets
*** Cambridge & Associates Global ex U.S. Emerging Markets Private Equity & Venture Capital Index-20 year IRR
Many investment risks exist,
ranging from market,
credit, and liquidity risks to
legal, accounting, and tax
risks. To mitigate, . . .
The Fund expects to be diversified
and balanced across a mix of
asset types operating within
several different business sectors;
Our investment teams track
record of investing and
entrepreneurial experience will
provide guidance to portfolio
company management while
keeping the business on track to
achieve business milestones; and
Our investment committee keeps
an eye on the portfolio and
selects the most appropriate
timing and mode of exit.
This Presentation is for informational purposes only and does not
constitute an offer to sell the units of Supreme Capital Group, LP(the
“Fund”) or an offer to participate in any of the funds proposed to be
sponsored by it. This information profile has been provided to its
recipient upon the express understanding that the information
contained herein, or made available in connection with any further
investigation, is strictly confidential and is intended for the exclusive
use of its recipient. It shall not be photocopied, reproduced or
distributed to others at any time.
This document is neither a prospectus nor an invitation to subscribe to
the units of the Fund. Nothing in this document is intended to
constitute legal, tax, securities or investment advice, or opinion
regarding the appropriateness of any investment, or a solicitation for
any product or service. The information herein is subject to change
Thomas Elliott, Managing Director
Supreme Advisory Group, Inc.
112 W. 34th St. – 17th Fl.
New York, NY 10120
Statements in this Presentation describing the Funds objectives,
projections, estimates, expectations, or predictions may be “forward
looking statements” within the meaning of the applicable securities
laws and regulations. Actual results could differ materially from those
expressed or implied in this Presentation. Important factors that could
make a difference to the Fund’s operations include global demandsupply conditions, finished goods prices, cyclical demand, pricing in
the Fund’s portfolio companies’ or properties’ principal markets,
changes in government regulations, tax regimes, economic
developments within the United States and the countries within which
the portfolio companies conduct business and other factors such as
litigation and labor negotiations.
The information, including facts and figures have been derived from
public sources and should be relied upon by the reader at his or her
own risk and the Fund, its directors or officers assume no responsibility,
expressed or implied, for the completeness or accuracy of the
information contained or views expressed herein or for any direct or
consequential loss arising from any use of this publication or its
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