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Corporate January 20, 2022 Family Office Insights
RSVP here: https://us02web.zoom.us/webinar/register/WN_i8DwpEPJSSKeDTV0_qk7AA Company Description: "Troob Capital Management and its affiliates (“TCM”) is an RIA founded by Douglas and Peter Troob in 2002. The firm manages investment funds pursuing a Tactical Opportunities strategy and its family office. TCM has developed an expertise structuring investments in all parts of the capital structure and across multiple asset classes. The firm has built an institutional quality organizational infrastructure with the core team together for over 17 years. Through its Tactical Opportunities strategy, TCM provides capital solutions that solve liquidity needs below $20 million. As many families and private investors recognize from experience, the total addressable market (TAM) for small capital needs is significantly underserved with limited experienced institutional capital. TCM offers flexible capital through an unconstrained approach targeting this underserved market. By executing a disciplined investment strategy, TCM tailors investments across asset class and type, industry, sector and geography in all market environments. TCM constructs a unique and diversified portfolio targeting an 18-22% net IRR that seeks to mitigate downside risk and maintain upside return. Target Audience: "TCM offers an investment opportunity for 3c(7) investors seeking: • Access to an underserved and low visibility market that is extremely large • Return Stream that includes a combination of cash flow and capital appreciation • Diversification of investments from the broader markets • Shorter Fund Duration of 5 years as compared to typical alternatives (private equity, venture capital, real estate) • Co-investment potential Differentiators: 1) Access to Proprietary Deal Flow • Deal sourcing mechanism in place to drive future investment opportunities o Diversified pool of approximately 850 investments evaluated in 2020 • Continuous pipeline of actionable investment prospects 2) Repeatable Investment Platforms • Investment programs with trusted partners • Repeatable sources of investments 3) Deep Value and Event-Driven Experience • Throughout its 19-year history, extensive experience across multiple cycles in growth, restructurings, business transformations, liquidations and other liquidity challenged situations 4) Investment Structuring • Expertise and focus on structuring investments in an effort to manage risk/reward dynamics • Experience in crafting solutions to complex situations 5) Comprehensive Investment Process • Established, effective and repeatable approach to source, evaluate, purchase and manage investments to realization • Full suite of resources across all phases of investment process 6) Bespoke and Diversified Portfolio • Construct portfolio that combines current pay, shorter duration, cash flowing investments and longer duration, multiple of return investments Business Status: "TCM operates with an investment mandate designed to provide the flexibility to tailor investments by listening to companies’ needs and crafting solutions. This unconstrained investment approach will allow TCM to provide capital opportunistically and strategically as well as to move nimbly to put capital in place in fast-moving, dynamically shifting markets. TCM focuses its investment efforts on an underserved part of the market where experienced capital is scarce. The TCM team leverages the broad, deep, and experienced perspectives of its principals and team in identifying, evaluating, managing, and exiting investments. TCM’s principals, Douglas and Peter Troob, have over 50 years of combined experience in the financial industry. The founders are supported by an institutional quality organizational infrastructure with the core team having worked together for over 17 years. TCM has developed an expertise structuring investments in all parts of the capital structure and across multiple asset classes. Funding Status: TCM Tactical Opportunities Fund II held a first close on $186 million in capital commitments in October 2021 and has approximately $64mm in available capacity with a final close in January 2022. Team: "Peter Troob: Mr. Troob co-founded Troob Capital Management LLC in 2002.  He leads TCM’s opportunistic investment strategy providing capital solutions across asset classes, capital structures, industries and geographies in both liquid and illiquid investments.  His responsibilities include identifying, evaluating, structuring and managing investments as well as portfolios.  Mr. Troob has extensive experience investing in growth opportunities as well as deep value, distressed, restructurings, and illiquid situations. In addition, Mr. Troob has been responsible for investing the capital of his family office across asset classes including private equity and debt, real estate, venture capital and special situations. Prior to founding TCM, Mr. Troob was a Principal at Everest Capital, a global hedge fund, where he was focused on the Everest Capital Senior Debt L.P. and concentrated on distressed securities, capital structure arbitrage and special situations.  Prior to joining Everest, Mr. Troob was a Partner at Contrarian Capital Management LLC, a distressed debt and special situation hedge fund, where he was responsible for all aspects of the investment process with active involvement in driving value-creating events. He also worked in the investment banking departments of Donaldson, Lufkin & Jenrette, Kidder Peabody and The Geneva Companies engaging in mergers and acquisitions and corporate finance transactions.  Mr. Troob is a published author of Monkey Business: Swinging Through the Wall Street Jungle. He received a B.A. and graduated magna cum laude and Phi Beta Kappa from Duke University in 1991, and an M.B.A. from Harvard Business School in 1995. Douglas Troob: Mr. Troob co-founded Troob Capital Management LLC in 2002.  He leads TCM’s opportunistic investment strategy in both liquid and illiquid investments across asset classes, capital structures, industries and geographies.  Mr. Troob is responsible for all facets of the investment process including sourcing, evaluating, monitoring and exiting investments and also has overall management responsibility for TCM’s business operations. In addition, Mr. Troob has managed the capital of his family office, which has invested across a variety of asset classes including private equity and debt, real estate, venture capital and special situations. Prior to founding TCM, Mr. Troob was a Principal at American Capital Strategies, formerly a multi-billion dollar publicly traded specialty finance company investing in the debt and equity of companies.  Prior to joining American Capital, Mr. Troob was a founding member of private equity firm, GMM.  At American Capital and GMM, Mr. Troob was responsible for all facets of the investment process and completed debt and equity investments across a wide range of industries.  Mr. Troob also worked in the investment banking departments of Chemical Securities, Salomon Brothers and Drexel Burnham Lambert, engaging in mergers and acquisitions and public and private debt financings.  Mr. Troob received a B.A. in History from Williams College in 1988 and an M.B.A. from Columbia Business School in 1992. TCM consists of a 9 person team that is supported by an external group of actively engaged strategic advisors. DISCLAIMERS: THIS DOCUMENT IS NOT INTENDED TO BE, NOR SHOULD IT BE CONSTRUED OR USED AS AN OFFER TO SELL, OR A SOLICITATION OF ANY OFFER TO BUY LIMITED PARTNERSHIP INTERESTS IN TCM TACTICAL OPPORTUNITIES FUND II LP (THE “FUND”). ANY OFFER TO SELL OR THE SOLICITATION OF AN OFFER TO BUY ANY INTERESTS IN ANY SECURITIES, INVESTMENT PRODUCT OR FUND, MAY ONLY BE MADE BY MEANS OF DELIVERY OF A CONFIDENTIAL PRIVATE OFFERING MEMORANDUM OR OTHER SIMILAR MATERIALS WHICH CONTAIN A DESCRIPTION OF THE MATERIAL TERMS AND VARIOUS CONSIDERATIONS AND RISK FACTORS RELATING TO SUCH SECURITIES, INVESTMENT OR FUND. THERE CAN BE NO ASSURANCE THAT TCM’S INVESTMENT OBJECTIVE WILL BE ACHIEVED OR THAT INVESTORS WILL NOT INCUR LOSSES. THE INVESTMENT PROGRAM ENTAILS A HIGH DEGREE OF RISK. PAST PERFORMANCE DOES NOT GUARANTEE OR INDICATE FUTURE RESULTS. An investment in the Fund is suitable only for sophisticated investors who have no need for current liquidity. There will be no secondary market for interests in the Fund. Interests in the Fund have not been registered under the Securities Act of 1933, as amended, or applicable state securities laws, and may not be resold other than pursuant to registration thereunder or an available exemption. The Fund may invest in illiquid securities. Target Return. The target return stated above is an estimated net return target based on the historical outlook and past performance of TCM personnel. The target returns are premised on a number of factors, including, without limitation, prior investments made by certain TCM managed funds and the opportunities that TCM personnel are currently seeing and/or expect to see in the future in the marketplace, which are inherently uncertain and are subject to numerous business, industry, market, regulatory, geo-political, competitive and financial risks that are outside of TCM's control. There can be no assurance that the assumptions made in connection with the target returns will prove accurate, and actual results may differ materially, including the possibility that an Investor may lose some or all of any invested capital. The inclusion of the target returns herein should not be regarded as an indication that TCM or any of its representatives consider the target returns to be a reliable prediction of future events and the target returns and should not be relied upon as such. Neither TCM nor any of its representatives have made or make any representation to any person regarding the target returns and none of them intends to update or otherwise revise the target returns to reflect circumstances existing after the date when made or to reflect the occurrence of future events, even in the event that any or all of the assumptions underlying the target returns are later shown to be incorrect. The information presented herein, including, but not limited to, TCM’s organizational structure, investment experience/views, returns or performance, risk management, market opportunity, actual and representative strategies, expectations, targets, parameters, guidelines and positions may involve TCM’s views, estimates, assumptions, facts and information from other sources that are believed to be accurate and reliable and are stated as of the date this information is presented, any of which may change without notice. TCM has no obligation (express or implied) to update any or all of the information contained herein or to advise you of any changes; nor does TCM make any express or implied warranties or representations as to the completeness of accuracy or accept responsibility for errors. The information presented is for illustrative purposes only and does not constitute an exhaustive explanation of the investment process, investment strategies or risk management. This document and the information contained herein is confidential and is intended solely for the information of the person to whom it has been delivered. It is not to be reproduced, used, distributed or disclosed, in whole or in part, to third parties without the consent of TCM. By accepting receipt of this communication, the recipient will be deemed to represent that they possess, either individually or through their advisers, sufficient investment expertise to understand the risks involved in any purchase or sale of any financial instruments discussed herein. Each person accepting this document hereby agrees to return it promptly upon request. This document does not contain a complete description of the terms of the Fund, has been prepared for information purposes only for qualified prospective investors in the Fund and will be qualified in its entirety by reference to the Fund’s definitive confidential offering memorandum (the “Memorandum”) and organizational documents, all of which must be read carefully prior to making an investment in the Fund. The Fund interests have not been registered under the Securities Act of 1933, as amended or similar state laws and may not be sold or otherwise transferred other than pursuant to registration under such Act and laws or an available exemption therefrom. The Fund will not be registered under the Investment Company Act of 1940, as amended. TCM is registered as an investment adviser under the investment Advisers Act of 1940, as amended. Registration of an Investment Advisor does not imply any level of skill or training. Parts 2 of TCM’s SEC Form ADV filing is available at https://adviserinfo.sec.gov/. This document may contain forward-looking statements that are within the meaning of Section 27A of the Securities Act of 1933, as amended (the ""Securities Act""), and Section 21E of the Securities Exchange Act of 1934, as amended (the ""Exchange Act""). These statements include, but are not limited to, discussions related to Troob Capital Management and together with its affiliates (""TCM"", ""we"", ""us"", and ""our"") expectations regarding the performance of its business, liquidity and capital resources and the other non-historical statements. These forward-looking statements are based on management's beliefs, as well as assumptions made by, and information currently available to, management. When used in this document, the words ""believe,"" ""anticipate,"" ""estimate,"" ""expect,"" ""intend"" or future or conditional verbs, such as ""will,"" ""should,"" ""could,"" or ""may,"" and variations of such words or similar expressions are intended to identify forward-looking statements. Although management believes that the expectations reflected in these forward-looking statements are reasonable, it can give no assurance that these expectations will prove to be correct.
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