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Rhode Island State Investment Commission

CASE STUDY: PROVIDIEN COMPANY DESCRIPTION Provider of diversified contract manufacturing and related services to the healthcare industry PARTNERSHIP DEVELOPMENT & INVESTMENT DYNAMIC Endeavour partnered with two proven industry veterans to execute a build up strategy in the medical contract manufacturing industry ■ ■ INVESTMENT RATIONALE Back a proven team to execute a build up & consolidation strategy in an attractive and fragmented industry Capitalize on industry outsourcing trends by creating a one-stop solution for medical device contract manufacturing needs ■ Endeavour got to know the two executives over a 10 year period, as they successfully grew and exited their prior healthcare company ■ Improve margin profile of acquired businesses, while organically growing blue chip medical device customer base ENDEAVOUR Value Creation & Growth Initiatives Completed four medical contract manufacturing acquisitions; three within the first year of forming the Company ▪ Integrated and improved the operations, sales and marketing functions of smaller acquired companies ■ Grew and professionalized a nationwide sales and marketing function, leading to cross-selling of the Company's integrated services and expansion in the customer base Margin growth and a large sales pipeline led to significant multiple expansion at exit ■ EBITDA Growth Employees Multiple Expansion Outcome Providien was sold to a large strategic acquiror in 2019 Gross MOI (¹) PROVIDIEN CCO 4.4x SET + 125% (over life of investment) Created 400 new jobs + 10.0x (EBITDA multiple) (1) Includes the performance of a medical device developer that was acquired alongside the contract manufacturing strategy. Fund V remained invested in this division as of 12/31/2019. This case study is being provided at the request of the Rhode Island State Investment Commission. The case study is not intended to be exhaustive and certain case studies have not been included, which, if included, would yield different results. Please see important definitions and disclaimers sections in this document. 12
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