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gcallahan@tristrux.com

Gene Callahan

Operating Partner

Gene is an Operating Partner at Huron Capital where he helps drive key value creation initiatives with various portfolio companies alongside their management teams and Huron investment professionals. In addition to his help with existing portfolio companies, Gene also assists with sourcing, evaluating, and executing new investments as well as the identification and development of potential market entry opportunities for new platform initiatives. He currently serves on the board of TriStrux Holdings, LLC, where he is the Co-Chairman.

His decades of experience on both sides of a deal table include founding and operating various telecom and construction services businesses which were ultimately sold to private equity partners. Prior to starting these businesses, Gene’s professional career began in the finance sector working for Robert W. Baird and then Goldman Sachs where he completed mergers and acquisitions, public/private financings, and institutional investments.

M.S. in Management Accounting and Information Systems from Fordham University; M.B.A from Northwestern’s Kellogg School of Management.

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NOTES TO HURON CAPITAL PARTNERS PRELIMINARY DUE DILIGENCE QUESTIONNAIRE FOR INDIVIDUALS

“Entities” include corporations, partnerships, limited liability companies, trusts or other entities.
Defined by the Securities Act to include a natural person: (a) whose individual “net worth” (or joint net worth with such person’s spouse) exceeds $1,000,000; (b) who had an individual income in excess of $200,000 in each of the two most recent years and who reasonably expects to have an individual income in excess of$200,000 in the current year, or who had joint income in excess of $300,000 in each of the two most recent years and who reasonably expects to have joint income in excess of $300,000 in the current year; (c) who currently holds in good standing a General Securities Representative license (Series 7), Private Securities Offerings Representative license (Series 82), or Investment Adviser Representative license (Series 65); and (d) a natural person “family client” of a “family office” (each such term as defined in Rule 202(a)(11)(G)-1 under the Advisers Act, as amended, and the rules and regulations promulgated thereunder), where: (A) the family office has total assets under management in excess of $5,000,000; (B) the family office is not formed for the specific purpose of acquiring limited partner interests in the relevant Huron Capital fund; and (C) the natural person family client’s purchase of the limited partner interests offered is directed by the family office, which has such knowledge and experience in financial and business matters that the family office is capable of evaluating the merits and risks of an investment in such limited partner interests.

In this context, “net worth” means the excess of total assets at fair market value (excluding the value of the primary residence of such natural person) over total liabilities (excluding the amount of indebtedness secured by the primary residence of such natural person but only up to the primary residence’s fair market value, except that if the amount of such indebtedness outstanding at the time of investment exceeds the amount outstanding 60 days before such time (the “additional indebtedness”), other than as a result of the acquisition of the primary residence, the amount of such additional indebtedness shall be included as a liability).

For purposes of this definition, “individual income” means adjusted gross income as reported for U.S. federal income tax purposes, less any income attributable to a spouse or to property owned by a spouse, increased by the following amounts (but not including, in any of the following cases, any amounts attributable to a spouse or to property owned by a spouse): (i) the amount of any interest income received which is tax-exempt under §103 of the United States Internal Revenue Code of 1986, as amended (the “Code”); (ii) the amount of losses claimed as a limited partner in a limited partnership (as reported on Schedule E of Form 1040); (iii) any deduction claimed for depletion under Code §611 et seq.; and (iv) any amount by which income from long-term capital gains has been reduced in arriving at adjusted gross income pursuant to the provisions of Code §1202 prior to its repeal by the Tax Reform Act of 1986.