Hamilton Robinson LLC

Hamilton Robinson LLC is a financial advisory firm established in 1999, specializing in providing investment advisory services to private equity funds. The firm's principals are Scott I. Oakford, Christian E. Lund, and Brandon C. Richter. Hamilton Robinson manages private equity funds that focus on privately held manufacturing, distribution, and service-based businesses in North America with revenues typically between $25 million and $200 million. As of December 31, 2023, the firm managed approximately $249 million in regulatory assets under management on a discretionary basis. For compensation, Hamilton Robinson typically receives a management fee of 2% of capital commitments and a performance-based fee of 20% of profits, subject to certain conditions. The firm also provides related services to portfolio companies and may receive fees for these services. Clients of Hamilton Robinson include endowments, retirement plans, corporations, high net-worth individuals, and other qualified investors. The firm's investment strategy involves active, operational oversight of portfolio companies to drive value creation through strategic, financial, and operational initiatives. Hamilton Robinson's investment process includes proactive sourcing, thorough due diligence, and active collaboration with portfolio company management. The firm also has a network of Executive Affiliates who provide industry-specific expertise. Hamilton Robinson has discretion over the Funds' investments and has implemented written policies and procedures governing the voting of client securities. The firm has no disciplinary information to report and does not compensate individuals for client referrals. Clients can request a copy of the firm's Code of Ethics and proxy voting policies. The firm's financial information indicates no material circumstances impairing its ability to meet contractual obligations.