Understanding Private Equity

2:00 p.m. ET
Wednesday, Dec. 16, 2020

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Understanding Private Equity: CE Course

With continued concern about market volatility and slowing global growth, private equity is a strategy that may help address some challenges.

By attending this webinar, you qualify to earn 1 credit hour for CFP®. Please provide your CFP ID in order to receive the credit.

You will learn:

About the private market landscape
How private equity works
An overview of private equity strategies and risk considerations

About Our Presenters

Brad Bracey
Director, CNL Strategic Capital
CNL Financial Group

Responsible for the day to day oversight of CNL Strategic Capital.
Prior to CNL, Brad served as Senior Associate at Guggenheim Partners (New York) in their corporate credit group, where he served as a product specialist.
Received a B.A. in economics from Wofford College.

Gordy Wilhite
National Sales Manager, Senior Vice President
CNL Securities

Responsible for leading the capital raise efforts for CNL's Investment platform.
Previously, Senior Vice President and Regional Sales Manager at CNL for the eastern half of the United States.
Received a B.S. in Business and Economics from Wheaton College.

About CNL Strategic Capital

CNL Strategic Capital is a company that owns private companies and seeks to provide long-term growth and monthly income.

There is no assurance that these objectives will be met.
CNL Strategic Capital is managed by CNL Strategic Capital Management, LLC and sub-managed by Levine Leichtman Strategic Capital, LLC (LLCP), each an investment advisor registered with the U.S. Securities and Exchange Commission.

FOR BROKER-DEALER AND RIA USE ONLY.
Broker-dealers and investment advisors are reminded that CNL Strategic Capital’s communications must be accompanied or preceded by a prospectus. CNL Strategic Capital, LLC is a unique direct participation program (DPP), taxed as a partnership. CNL Securities and its associates cannot provide investment advice for any individual or any individual situation, and are not acting in a fiduciary capacity.

This is not an offer to sell nor a solicitation of an offer to buy shares of CNL Strategic Capital. Only the prospectus makes such an offer. This piece must be read in conjunction with the prospectus in order to understand fully all the objectives, risks, charges and expenses associated with an investment and must not be relied upon to make a decision.

Neither the U.S. Securities and Exchange Commission, the Attorney General of the State of New York nor any other state regulator has passed on or endorsed the merits of this offering. Any representation to the contrary is unlawful.

An investment in CNL Strategic Capital is considered speculative and involves a high degree of risk, including the loss of all or a substantial amount of investment. CNL Strategic Capital is not a short-term investment and investors are expected to meet the minimum financial suitability.

CNL Strategic Capital commenced operations in February 2018 and has a limited operating history. It may be unable to successfully implement its business and acquisition strategies or meet its investment objectives. Investors will not have the opportunity to evaluate businesses prior to acquisition.

CNL Strategic Capital compensates the managers and CNL Securities for services provided and may also compensate the parties when certain operational and performance thresholds are met. Certain management fees will be paid by investors even if they lose money in the investment. See the prospectus for details.

Distributions paid are not solely based upon performance. Distributions are not guaranteed in frequency or amount. Distributions may be paid from net investment income, offering proceeds, borrowings or reimbursable expense support; the latter three will reduce future cash available for distributions and be dilutive to future shareholders.

An investment in CNL Strategic Capital is illiquid. Shares sold in this offering will not be listed on an exchange or quoted through a quotation system for the foreseeable future, if ever. If investors are able to sell their shares, they will likely receive less than their purchase price.

COVID-19 has had a limited impact on CNL Strategic Capital and the pandemic may have an adverse impact on the portfolio. Further, the spread of COVID-19 has caused severe disruptions in the U.S. and global economy and financial markets, causing issues of unknown magnitude and duration.

Please read the prospectus, including the detailed Risk Factors section, for complete information.

© 2021 CNL Strategic Capital Management, LLC All Rights Reserved. CNL® and the Squares Within Squares design trademarks are used under license from CNL Intellectual Properties, LLC.