JFL Equity Investors VI, L.P Recommendation Report
100%
90%
Prior Investments - % by Sector
As of 9/30/22
80%
70%
60%
50%
40%
30%
20%
10%
Hamilton Lane
0%
Consistent with prior funds, the General Partner targets the maritime, environmental & infrastructure services, aerospace and
government & defense sectors
Within its core sectors, JFL intends to pursue the equipment manufacturers & builders of each sector, as well as the suppliers
and services companies aiding these sectors
JFL primarily targets North America-based companies with opportunistic investments in Western Europe
21%
55%
Fund II
■Maritime
11%
36%
53%
Fund III
35%
40%
26%
Fund IV
February 2023 | Proprietary and Confidential
38%
43%
19%
Fund V
15%
24%
29%
32%
Environmental & Infrastructure Services
Aggregate
Gross Mult.
Realized Performance - by Sector
As of 9/30/22
8.0x
7.0x
6.0x
5.0x
4.0x
3.0x
Investment Strategy (cont.)
2.0x
1.0x
Aerospace
$483.3 mm
$128.7 mm
Invested Capital ($mm)
Government & Defense
Executive Summary | General Partner | Investment Strategy | Track Record | ESG | Appendices
$221.4 mm
$232.4 mm
◆ Gross IRR
90%
80%
70%
60%
50%
40%
30%
20%
10%
Gross IRR
JFL Equity Investors VI, L.P. | Page 14View entire presentation