JFL Equity Investors VI, L.P Recommendation Report
Hamilton Lane
Investment Thesis
Longstanding, experienced investor
supported by an operating team
Consistent sector focus drives deep
domain expertise navigating complexity
Attractive performance with additional
upside expected
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February 2023 | Proprietary and Confidential
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Executive Summary (cont.)
The General Partner was founded in 1992 and is currently led by Louis Mintz,
Stephen Brooks, Alexander Harman and Glenn Shor, four well-tenured partners who
collectively possess an average of 21 years of tenure and deep sector expertise
The senior partners are supported by a cohesive investment team of mid- and
junior-level professionals that possess relevant industry expertise
The General Partner benefits from its dedicated Portfolio Operations professionals
and 17-person Operating Executive Board to source opportunities, aid in diligence,
and drive value creation initiatives
In line with prior funds, JFL targets the maritime, environmental & infrastructure
services, aerospace and government & defense sectors
The General Partner intends to continue to pursue complex transactions, including
owner-founder transitions, corporate carve-outs, niche technologies & programs, as
well as businesses with nuanced contract profiles, lack of business development
engines and insufficient systems & processes
Through its consistent focus on complexity, JFL has developed strong pattern of
recognition within its core areas
The General Partner has delivered attractive performance in prior funds, with Funds
II and IV generating top- or second-quartile returns, as of 9/30/2022
JFL has generated outperformance across select investments with several exited
investments achieving gross multiples greater than 3.0x
The General Partner has improved its dispersion of returns across Funds II through
IV, demonstrating a strong preservation of capital
Executive Summary | General Partner | Investment Strategy | Track Record | ESG | Appendices
JFL Equity Investors VI, L.P. | Page 6View entire presentation