Investment Focus & Thesis

Pinnacle West focuses on middle market companies in the Western US: Investment Range Equity investments of $15M-$75M in companies with enterprise values of $50M-$300M. Sector Focus Business services, healthcare services, and industrial. Business services — Outsourcing, consulting, and professional services Healthcare services — Healthcare providers and service organizations Industrial — Manufacturing and distribution companies Technology services — Technology-enabled services

Notable Portfolio Companies

Pinnacle West has built a portfolio of Western US market leaders: Company Sector Notes Western Healthcare Healthcare Healthcare services Southwest Manufacturing Industrial Manufacturing Pacific Services Business Services Business services Mountain West Distribution Industrial Distribution Tech Solutions West Technology IT services Desert Medical Healthcare Medical services Pinnacle West's portfolio reflects their focus on Western US market leaders.

What Pinnacle West Looks For

Based on their regional focus, Pinnacle West evaluates companies based on: Regional leadership — Strong market position in Western US markets Management team — Experienced management with regional expertise Growth potential — Clear pathways to continued growth Operational excellence — Proven operational capabilities Value creation — Opportunities for operational improvements }> Pro Tip Pinnacle West is known for their deep regional network and expertise in Western US markets.

How to Connect With Pinnacle West

Approaching Pinnacle West requires demonstrating Western US market leadership: 1 Demonstrate Regional Presence Show strong market position in Western US markets. 2 Show Growth Trajectory Demonstrate consistent growth and profitability. 3 Build Strong Management Demonstrate experienced management team. 4 Prepare Growth Roadmap Have clear plans for regional expansion.

The Value of Financial Preparedness

Western US companies need sophisticated financial infrastructure for PE investment: Financial Fundamentals • Revenue growth • Profitability metrics • Cash flow analysis • Working capital efficiency Operational Metrics • Customer concentration • Employee productivity • Operational efficiency • Market share tracking }> How Eagle Rock Helps We help Western US companies prepare for PE investment by building financial infrastructure that demonstrates operational excellence.

Frequently Asked Questions