EFTA01378173.pdf

SRLPt02 Alpha Group Capital Sinis Investments: Realizations Focus on returning capital quickly. Exits primarily to strategic buyers. Bond/Call separation creates multiple ways to drive returns, including through dividend recaps, divisional asset sales and full exits. • Realized Unrealized Gross MOIC $1,067 rill tad 0 Polycom r em„, "ar * tn. riTekelec kurvana M8Modal Gross IRR 175.6%01 41.4%(2) 46.4% 149.8% 387.1% 11.6% Time to First —12 months 21 months 12 months 16 months 5 months 3 years 11 months Liquidity Event piantrorucs. Cc, neuscar ERICSSON 0 One Equity Partners Acquirer ORACLE SS5C IN KOCH commsort€ Partially realized, Partially realized, Partially Fully Fully Fully Status partial unrestricted stock Realized Realized Realized Realized stock lock-up Sole Warta are as al Nee W 20/1, Ws& alb reclean introasile. In St teller parnal mhzaclaca nvtared PLi ha.I a ansdont rn-ap ApN thae Felony.] in SI a nns et total . (fl datraNa -ca In Angie* .1011I..F Investor, in. -bang ...Ens Hat %Len WI invested Sobs el follow OR Ivan e IAA Arida...nal film,. follow en unt-tenrat oaftu lLA III Nlu .....-andlnirjy. P.m 6 OM dant", wv.limt lbw .aincted trawaion saunanes rearmed nevem ne Intend& m M nluwauve el the ma el umnotirni•Itta, inn h nak fans emit/Ins the eneumar weaves drMahni bean These 'Anted nar.en M•1 nor le reFraniatn. tranmalons 41 • gna op. et al am eamn gmet-a/lv. wa ter(' m prelonnanv .10.1 operating mnrin It shall tna aanno4 thia glen will mate aaparahle or equally suo:esslul navy:vents In the /rare .1.1tet,nal dreadson KqUIS10,45 .nadatle ut ntbstwali Case Moan attar Itenin or wpm req.,. Total retina 1aluu •rtrealteed valnituns The mita) nahted return of lamb unfrahred investments MIV diner material/I km the Maas InYun111.nm Return teatormanon n Nowa on a vvw ha. , anal,. not rellai the CIFIIINISOM al INWI arctic a* len at rlffatts ai a haalag(“norr. Iwlar4 af Ininwr level Hat.i,h unold intwde manerraent ten. carnal Intenrat pit -Werth'1• eireme.and other aniwahle le.e,ntnenses hone. ar •holding.oniunv. I .....I ar un ewe ndr new nfer - Append. lynl rettervi... -e l‘eud hue / and kvel net pertennan., inlonnant and a.naerla fru./ %Ins nne.anhents I ....n el ihne aunt, .1.61.1 /Gar stgna .41•." I lb, unnenrat t rsln preaten, 1 Net returns L, atnulnal inveenntnts:antoe ht. -Ambled dne m lag of a mean. to eaWv allecate Inn ad elven..., P.m. set 'Aiymia Farnham" ler ....fletanal.comadnana and (*hoax Past pert:newt I. seecwsilv WieaTIAV (mks II , < (guts. tarma..kon promiled herein las deknt.sl Maw) rasing an or baled pan ...et the perlorman.-e rat Intrahr*$ a pre form ullanhaten twat en the 'ma ol a ', tweed mk ol the ,reapart re x•14.2 Holding% In: (\AST/A(4 aNX.. 1 letrohnl.s tented 150.4 ,ale at/ennui! lellh Vane On .•IptOliternYln plIMPADIPINtilh:h Illt agree.1 upon traa -run comsat. , ..... alamdmah Sl d Whoa th rash alleAlanIlion in %%SC n, rk, . a4. aabiftl to IP an Indetunas• aa,1 VOA . 11.1 rnam. ..t,+Penne. , Ponide• S'Orn &on la sit.. oil theSSIe: COMM,. 51ftit le be held in errorlo seesfe.ceita tt .l•tants re/Jungle the werlingiaprol allushe.em and enitoget:eapere...... , n 'mien I N pmrpustuil calotlang the rculLted .nnaltnl num of lune 'A hob the rash cotableratat delcn14.1 ant and a. thenam inerrictual kalaup. Mwnhmnuin.00 citrate:I alvv• are treated as ' , Oval and dnerthrtint Ito trarnanszkal al wrata: rennin b! ,4111 pat MAI, ISIIWN:C• C.411 be NyJut ki.er dun 4.4 Oows buns 10 Certain utlorenation ("vatted head fan drucntal below 'relate, g toot Arai La pawn on en rnlormar , e H /'.denim Ism N,m trt/0071)11-ed hard on the 1•011, 11 the .le al the ...cob 'UM m rlatettwoks. Ise NYIt PI I1 PeTWOI.eran1 tale • We apeemml uv11 Ilantrona, Inc that elm., on l uh 2 /OIL pa/awn to yetu, h the agreed upon trawilon:caideranun ',man ce appronmatelv btUn In c.a t. , %2 nati,a *actual Plarerna common eo,1, The tale fl aunts prwaa S'a) alien at theca. conadernen ad SIM 'taboo tanaae et the Plannes -s...e.netion se, la in be held in ,AYOW /or parrnes et <4..- aating the fraud al rennyli:td return aid lune i/ Wig il l the vash k, nstderehon. In.hng . -45/. had in ewe, . (trete' a vats.» deucnttlalvve is treated as realtre4 end datrehtte4 al the sink emideranon dt, -nhed 1.1%,.• I. ',Ant IS Id nrnilern1 Fyinwnl.m , sra are no.t.wa ...I tole rele.ned n hill and affio4 mntm w Nat Ihl,he co unett .a cen1.1 he Name e-e bvan era as Ova hmin • , Snus 10 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0075334 CONFIDENTIAL SDNY GM_00221518 EFTA01378173