Suntx Capital Management Corp.

SunTx Capital Management Corp. is a private equity investment management firm founded in 2000, specializing in making control investments in middle-market companies primarily in the Sunbelt region. The firm manages assets on a discretionary basis for private equity investment funds, including SunTx Capital Partners II, L.P. and SunTx Capital Partners III, L.P. SunTx had approximately $471 million in discretionary gross assets under management as of December 31, 2023. The firm's investment strategy involves proactively identifying investment opportunities, leveraging its reputation in the Sunbelt region, and backing experienced industry executives. SunTx Funds are typically U.S. limited partnerships and other investment vehicles, with investors including institutional investors, high net worth individuals, and financial institutions. The firm's fee structure includes management fees based on capital commitments and carried interest distributions. SunTx has a Code of Ethics governing personal transactions, insider trading, and other ethical considerations. The firm has custody of client funds and securities and provides investment advisory services on a discretionary basis. SunTx generally votes proxies for securities held in the Private Funds. The firm has no financial conditions impairing its ability to meet contractual commitments to clients.