How We Do It Discover Identify Transition Integrate Position Operationalize Identify Relevant and Promising Companies Within Those Sectors Key Entity Markers: Immersed in or adjacent to rapidly growing, somewhat fragmented, consolidating sectors Visionary, strategic, pragmatic, adaptable to change – shares a common purpose Operationally fluid, organizationally agile and technically diverse Track record of robust, persistent, managed growth on pace with or exceeding industry levels Facing pivot point for breakthrough growth Aware of alignment requirements between its critical needs and strategic assets