Our Portfolio

With over 100 companies in our family of funds, we make meaningful investments in lower middle market companies. The companies in our portfolio range in annual revenue from $10 million to over $100 million.

116

All
Companies

47

Active
Companies

69

Exited
Companies

Tailwater, LLC Logo

Date Added

September 2022

Industry

Dental Practice Management

Location

Nashville, TN

Overview

Tailwater buys and operates exceptional dental practices in Tennessee and the surrounding states.

Hawkins Service Company, Inc. Logo

Date Added

July 2022

Industry

Outdoor Electrical/HVAC Services

Location

Riverview, FL

Overview

Hawkins is a multi-disciplinary contractor providing electrical, HVAC, plumbing, gas, and specialty pool services to the greater West Central Florida area.

RDD Associates, LLC Logo

Date Added

June 2022

Industry

Grocery Sales/Marketing Services

Location

Totowa, NJ

Overview

RDD is a provider of sales and marketing services to perishable food manufacturers in the greater New York metropolitan area.

Mountain Temp Services, LLC Logo

Date Added

June 2022

Industry

Staffing Services

Location

Aspen, CO

Overview

Mountain Temp Services is a staffing company that provides services within hospitality, construction, and manufacturing with 12 branches serving Colorado’s Mountain Resort Communities and Front Range Region.

VCM Products, LLC Logo

Date Added

April 2022

Industry

Pest Control

Location

Freehold, NJ
Austin, TX

Overview

VCM Products, LLC is a provider of insect detection devices and all-natural ingredient repellent products. Their brands include BuggyBeds, BuggyBands, EcoBuggy, and Grandpa Gus's.

Westone Laboratories, Inc Logo

Date Added

March 2022

Industry

Hearing Healthcare

Location

Colorado Springs, CO
Surrey, British Columbia

Overview

Westone Laboratories, Inc. is a leading designer and manufacturer of hearing healthcare products. Their primary business segments include Hearing Protection Devices, Audiology Supplies, Hearing Instrument Earpieces, and Military Earpieces.

Imagine Technology Group, LLC Logo

Date Added

January 2022

Industry

Business Services

Location

Chandler, AZ

Website

itgarizona.com

Overview

Imagine Technology Group provides Managed Print, Managed IT, Cloud, Security and Document Management Solutions to both local and national customers.

MedHQ, LLC Logo

Date Added

December 2021

Industry

Healthcare/Business Services

Location

Westchester, IL
Merion Station, PA

Overview

MedHQ was founded in 2003 as a human resources and financial management services company focused on Ambulatory Surgery Centers (ASCs).

Builders Buying Group, L.C. Logo

Date Added

December 2021

Industry

Business Services

Location

Spring Lake, MI

Overview

Builder's Buying Group is a buying group for independent residential home builders that pools its members' purchasing power to negotiate hard cost savings and volume-based rebate programs for quality building products from leading manufacturers and distributors.

The Type Founders, LLC Logo

Date Added

November 2021

Industry

Other

Location

Hopewell, NJ

Overview

The Type Founders acquire and consolidate digital typeface IP that is commonly used by brand agencies and graphic designers.

Reverba Logo

Date Added

August 2021

Industry

Healthcare

Location

Seattle, WA

Website

reverba.com

Overview

Reverba creates platforms that help to capture and promote the consumer perspective, thereby enabling compliant, patient-centered actions for large, global pharmaceutical, biopharmaceutical, and medical device companies.

Summit Management Partners, LLC Logo

Date Added

June 2021

Industry

Business Services

Locations

West Palm Beach, FL, Colorado Springs, CO, St. Augustine, FL, Atlanta, GA

Overview

Summit Management Partners focuses on acquiring and growing great community association management companies.

Sunset Management Company Logo

Date Added

May 2021

Industry

Business Services

Locations

Hilton Head Island, SC
Charleston, SC
Kiawah Island, SC
Seabrook Island, SC
Big Sky, MT
Winter Park, CO
Steamboat Springs, CO

Overview

Sunset Management Company focuses on acquiring and growing great Vacation Rental Management businesses with a long-term view.

Quikserv, Inc. Logo

Date Added

May 2021

Industry

Manufacturing

Locations

Houston, TX

Website

quikserv.com

Overview

Quikserv is a leading manufacturer of transaction window and drawer systems, including drive-thru / pass-thru window and drawer systems, ticket windows, security windows, and drawers and commercial transaction window and drawer systems.

Ironworks Brands, LLC Logo

Date Added

April 2021

Industry

Manufacturing

Locations

Gilbert, AZ

Overview

First Impression Ironworks is a vertically integrated designer, manufacturer, and installer of high-quality, custom ornamental ironwork, including decorative security doors, iron entry doors, gates, staircases, rails and other custom iron products.

QE Solar, LLC Logo

Date Added

March 2021

Industry

Renewable Energy

Locations

Cranford, NJ

Website

qesolar.com

Overview

QE Solar is a leading provider of operations and maintenance (O&M) and commissioning services for commercial & industrial (C&I) and utility scale solar photovoltaic (PV) systems and battery energy storage systems (BESS).

Ascension, LLC Logo

Date Added

March 2021

Industry

Healthcare

Locations

Morgantown, WV

Website

ascensionrs.com

Overview

Ascension is the industry leader in developing comprehensive, fully integrated behavioral health systems, treating substance use disorders (“SUD”) and mental illness across the full continuum of care.

The Digital Stronghold, LLC Logo

Date Added

March 2021

Industry

E-Commerce Retail

Locations

San Francisco, CA
Waltham, MA

Overview

The Digital Stronghold was established to create a multi-brand platform for high-end, men's apparel. Current brands include Taylor Stitch, The Tie Bar and Boston Scally.

Specialty Pharmacy Nursing Network, Inc. Logo

Date Added

March 2021

Industry

Healthcare

Locations

Sarasota, FL

Website

spnninc.com

Overview

SPNN is a national provider of specialty home infusion nursing services, specializing in serving patients with rare, chronic and ultra-orphan disorders.

RentACoop, LLC Logo

Date Added

February 2021

Industry

E-Commerce Retail

Locations

Germantown, MD

Website

rentacoop.com

Overview

RentACoop is a leading eCommerce platform selling proprietary products for chicken owners.

BroadcastMed, Inc. Logo

Date Added

December 2020

Industry

Healthcare Education

Locations

Farmington, CT
Jamestown, NY
Newtown, PA
Doylestown, PA

Overview

BroadcastMed is the leading healthcare intelligence company. BroadcastMed works with the world’s most renowned healthcare brands to engage, educate, and inspire healthcare providers by developing and distributing cutting edge healthcare video content.

Radian Generation, LLC Logo

Date Added

December 2020

Industry

Renewable Energy

Locations

Oakland, CA
Philadelphia, PA

Website

radiangen.com

Overview

Radian is a leading global asset management firm serving the renewable power industry, providing both software and tech-enabled services to some of the world’s largest investors in commercial and utility-scale solar and wind infrastructure.

Accounting Services Provider

Date Added

December 2020

Industry

Business Services

Overview

Accounting and business services provider for small businesses, such as, outsourced bookkeeping, tax preparation, outsourced CFO, and other services.

Seattle Coffee Gear Logo

Date Added

August 2020

Industry

E-Commerce

Location

Lynnwood, WA

Overview

Seattle Coffee Gear is a leading specialty, online retailer of espresso machines and accessories, coffee beans and coffee beans subscriptions.

Hospital Energy Logo

Date Added

July 2020

Industry

Energy Procurement

Location

Portsmouth, NH
New York City, NY

Overview

Hospital Energy is a leading energy procurement organization for healthcare clients.

Practis Logo

Date Added

December 2019

Industry

Healthcare Marketing

Location

Charlotte, NC

Website

practisinc.com

Overview

Practis is a digital marketing and SaaS solutions company catering to independent healthcare providers.

TriStar Logo

Date Added

December 2019

Industry

Event Marketing

Location

Overland Park, KS

Website

tristarpub.com

Overview

TriStar is a provider of full-service event marketing services to the nation's top healthcare associations.

USA Millwork Logo

Date Added

December 2019

Industry

Commercial Millwork

Locations

Manassas, VA
Duluth, GA
Denver, CO
River Falls, WI
Morgan Hill, CA

Overview

USA Millwork is a turnkey manufacturer of a comprehensive portfolio of custom architectural millwork solutions.

Emler Swim School Logo

Date Added

October 2019

Industry

Swimming Instruction

Locations

Kansas
Texas
Washington, D.C.
Madison, WI

Overview

Emler is a regional operator of swim schools for children 2 months and up.

Nashton HVAC Logo

Date Added

August 2019

Industry

HVAC, Plumbing and Electrical Services

Location

Massachusetts

Overview

Nashton HVAC is a provider of installation and preventative maintenance services in the HVAC, plumbing and electrical services industries, primarily to residential customers.

Bakery Barn Logo

Date Added

July 2019

Industry

Food Manufacturing

Location

Pleasant Hills, PA

Website

bakery-barn.com

Overview

Bakery Barn is a manufacturer of specialty protein bars for private label and branded sports nutrition companies.

Assem-Pak Logo

Date Added

June 2019

Industry

Manufacturing and Packaging Services

Locations

Vineland, NJ

Website

assempak.com

Overview

Assem-Pak manufactures aluminum seals and rubber stoppers, services third-party glass products and provides packaging services.

The Cleaning Guys Logo

Date Added

May 2019

Industry

Environmental & Industrial Services

Locations

Fort Worth, TX
Austin, TX
San Antonio, TX
Houston, TX
Denver, CO

Overview

The Cleaning Guys is an emergency response and hazardous/non-hazardous materials remediation and waste disposal company.

METALfx Logo

Date Added

April 2019

Industry

Metal Fabrication

Locations

Willits, CA

Website

metalfx.com

Overview

METALfx is a leading provider of precision sheet metal fabrications, enclosures, assemblies, and complex wood composite components across a variety of industries, including technology, healthcare, industrial, and others.

PPM Co Logo

Date Added

March 2019

Industry

Healthcare Services

Overview

Physician group practice focused on the delivery of medical services.

Chicago ENT Logo

Date Added

September 2018

Industry

Healthcare Services

Locations

Chicago, IL

Website

chicagoent.com

Overview

ChicagoENT is a Midwest-based physician group providing ENT, allergy, sleep medicine and audiology services.

Paragon Logo

Date Added

August 2018

Industry

Biologics Contract Development and Manufacturing Organization ("CDMO")

Locations

Baltimore, MD

Overview

Paragon Bioservices, Inc. is a Baltimore, MD based leading biologics Contract Development and Manufacturing Organization (“CDMO”) providing outsourced GMP development and manufacturing services to the biopharmaceutical industry.

iTrac Logo

Date Added

August 2018

Industry

Healthcare Technology & Services

Locations

Eugene, OR
Austin, TX
Louisville, KY
Atlanta, GA
Chicago, IL

Overview

ITRAC provides technology-enabled practice optimization solutions to dental practices across the United States, helping practitioners increase productivity, improve profitability and drive revenue growth.

OJ Charm Logo

Date Added

July 2018

Industry

Medical Equipment Supplier

Locations

Pembroke, MA
West Warwick, RI
West Hartford, CT

Overview

OJ Charm is a Pembroke, MA based medical products company that provides a broad range of recurring need items such as compression garments, wound care supplies, incontinence products and nutritional products to customers throughout New England and New York.

Boutique Brands

Date Added

July 2018

Industry

E-Commerce

Locations

Huntsville, AL
Salt Lake City, UT
Coeur d'Alene, ID

Overview

Boutique Brands, LLC is a platform for fast fashion online women's apparel retailers catering to distinct customer segments. Current brands include Discount Divas, Lime Lush, Filly Flair and NanaMacs.

GAHH Automotive Logo

Date Added

May 2018

Industry

Manufacturing

Locations

Los Angeles, CA

Website

gahh.com

Overview

GAHH Automotive is a North Hollywood, CA based designer, manufacturer and marketer of aftermarket convertible tops, Jeep tops, seat covers and vehicle interiors.

Vorteq Logo

Date Added

May 2018

Industry

Sheet Metal Contractor

Locations

Milwaukee, WI
Chicago, IL
Woodstock, IL
Memphis, TN
Pittsburgh, PA
Philadelphia, PA

Website

vorteqcoil.com

Overview

Vorteq Coil Finishers, LLC is a leading provider of specialty coil coating services for aluminum and steel products from six facilities located in Wisconsin, Illinois, Tennessee and Pennsylvania.

Metova Logo

Date Added

February 2018

Industry

Software Development

Locations

Franklin, TN
Conway, AR
Fayetteville, AR

Website

metova.com

Overview

Metova, Inc. is a Franklin, TN based leading provider of outsourced mobile application development services. With additional offices in Conway and Fayetteville, Arkansas, Metova provides a full-suite of solutions ranging from product strategy and design to application development and ongoing maintenance and support.

Learn Well Logo

Date Added

January 2018

Industry

Education

Locations

Plymouth, MA

Overview

LearnWell is a Plymouth, MA based technology enabled services business for behavioral health institutions. LearnWell is the leader in providing K-12 education programs to students in behavioral health facilities, eating disorder clinics, addiction treatment facilities and medical hospitals with over 17,000 students taught each year.

Artifact Uprising Logo

Date Added

August 2017

Industry

E-Commerce

Locations

Denver, CO

Overview

Artifact Uprising, LLC is a Denver, CO based e-commerce provider of printed photo products with elevated quality, thoughtful design and responsibly-sourced materials.

Legacy Pharmaceutical Logo

Date Added

June 2017

Industry

Packaging Supply

Locations

Earth City, MO

Overview

Legacy Pharmaceutical Packaging, LLC is a St. Louis, MO based provider of contract pharmaceutical packaging and distribution for manufacturers and retailers of prescription and over-the-counter drugs.

Spine Management Logo

Date Added

April 2017

Industry

Medical

Locations

Mount Pleasant, SC

Overview

Spine Management, LLC is a Mount Pleasant, SC based full service spine and pain treatment practice.

Cole Information Logo

Date Added

January 2017

Industry

Marketing Consultant

Locations

Omaha, NE

Overview

Cole Information is an Omaha, NE based provider of technology enabled solutions through various online platforms. Their products provide hyperlocal sales leads, marketing and customer acquisition solutions for small and medium sized businesses in multiple industry verticals, including insurance, real estate, auto, home services, government and public policy.

HydroWorx Logo

Date Added

December 2016

Industry

Manufacturing

Locations

Harrisburg, PA

Website

hydroworx.com

Overview

HydroWorx International, Inc. is a Harrisburg, PA based leader in the design and manufacturing of branded sports training and therapeutic aquatic pools.

Viking Plastics Logo

Date Added

November 2016

Industry

Manufacturing

Locations

Corry, PA
Scottsburg, IN
Jeffersonville, IN
Louisville, KY
Brazil
China

Overview

Viking Plastics is a Corry, PA based leading manufacturer of tight-tolerance and custom injection molded products and assemblies for the automotive, HVAC and industrial markets.

Custom Steel Logo

Date Added

November 2016

Industry

Steel Fabricator

Locations

Madison, IL
Granite City, IL

Overview

Custom Steel Processing, Inc. is a Madison, IL based steel processing service center that specializes in slitting, pickling and cutting flat rolled steel.

Coronis Logo

Date Added

November 2016

Industry

Revenue Cycle Management

Locations

Baltimore, MD
Frederick, MD
Novi, MI
St. Louis, MO
Belton, MO
Northbrook, IL
Salt Lake City, UT
Laguna Niguel, CA
India

Overview

Coronis Health, LLC is a revenue cycle management (RCM) service provider that handles healthcare providers' entire revenue cycle from end to end.

Walker Edison Logo

Date Added

May 2016

Industry

Furniture Wholesaler

Locations

Salt Lake City, UT

Overview

Walker Edison Furniture Company, LLC is a Salt Lake City, UT based designer, producer, importer and distributor of ready-to-assemble furniture to a variety of ecommerce and traditional retailers.

Robbins Kersten Logo

Date Added

October 2015

Industry

Marketing & Fundraising Agency

Locations

Lincoln, NE
Dallas, TX
Boston, MA

Website

rkdgroup.com

Overview

RobbinsKersten Direct is a multi-channel direct response fundraising agency serving nonprofit organizations exclusively. For over 35 years, RobbinsKersten Direct has been providing nonprofit organizations with fundraising services, strategies and solutions that empower them to fulfill their missions.

Arful Home Logo

Date Added

September 2015

Industry

E-Commerce

Locations

Madison, WI

Website

artfulhome.com

Overview

Artful Home, LLC offers a curated online marketplace of hand-crafted art, home decor and apparel.

CSS Health

Date Added

July 2015

Industry

Pharmaceutical

Locations

Tampa, FL
Buffalo, NY

Website

csshealth.com

Overview

CSS Health combines Medicine-On-Time, the innovative multi-dose blister-pack drug compliance packaging for pharmacies, and Clinical Support Services, the leading independent Medication Therapy Management patient outreach platform for health plans, in a unique end-to-end adherence offering designed to help patients more effectively take their medications as directed.

Transnational Foods Logo

Date Added

July 2015

Industry

Food Distribution

Locations

Miami, FL

Overview

Transnational Foods, Inc. is a Miami, FL based full-service distributor of imported low-cost, shelf stable food products to retail stores in the U.S.

Dura-Bond Logo

Date Added

June 2015

Industry

Automotive Manufacturing

Locations

Carson City, NV

Overview

Dura-Bond Bearing Company is a Carson City, NV based manufacturer of camshaft bearings, transmission bushings, powder metal valve seats and valve spring shims for the automotive aftermarket.

Group RHI Logo

Date Added

June 2015

Industry

Retirement Services

Locations

Houston, TX
Boston, MA
Dallas, TX
Tacoma, WA
Erie, PA
West Palm Beach, FL

Overview

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations define what's possible with workplace retirement plans.

Summit Sports Logo

Date Added

March 2015

Industry

E-Commerce

Locations

Bloomfield Hills, MI
Austin, TX

Overview

Summit Sports is a multi-brand online action sports retailer, operating the sites AustinKayak.com, Skis.com, Snowboards.com, Inlineskates.com, Wateroutfitters.com and Campgear.com.

Vector Disease Acquisition Logo

Date Added

February 2015

Industry

Environmental Health Service

Locations

Little Rock, AR
Denver, CO

Website

vdci.net

Overview

Vector Disease Acquisition, LLC is a Little Rock, AR based company with two divisions that provide mosquito control and invasive aquatic control services.

Certica Solutions Logo

Date Added

February 2015

Industry

Software Company

Locations

Wakefield, MA
Harvard, MA,
Cincinnati, OH
Austin, TX

Overview

Certica Solutions, Inc. is a Wakefield, MA based provider of data and performance management software as a service (SaaS) solutions to K-12 schools, districts and educational service agencies.

High Plains Publishers Logo

Date Added

February 2016

Industry

Agriculture Publishing

Locations

Dodge City, KS

Website

hpj.com

Overview

High Plains Publishers, Inc. produces the Dodge City, Kansas based High Plains Journal, an award-winning weekly agricultural publication for farmers and ranchers within its seven state core area.

Business Network International Logo

Date Added

December 2014

Industry

Business Networking Company

Locations

Los Angeles, CA

Website

bni.com

Overview

Business Network International is a Los Angeles, CA based global business networking organization with a franchisor-franchisee business model.

Aero Systems Engineering Logo

Date Added

October 2014

Industry

Aerodynamic & Engineering Testing

Locations

St. Paul, MN
Plymouth, MN
Belgium
Singapore
China
Australia

Website

aseholdings.com

Overview

Aero Systems Engineering, Inc. is a St. Paul, MN based provider of mission-critical testing and engineering services to manufacturers of jet engines and industrial gas turbines, maintenance, repair, and overhaul ("MRO") providers and governments and militaries.

Pearce Services Logo

Date Added

April 2014

Industry

Telecommnunications Service Provider

Locations

Paso Robles, CA

Website

psixbox.com

Overview

Pearce Services, Inc. is a Paso Robles, CA based full service telecommunications service provider.

Dermatology Associates Logo

Date Added

December 2012

Industry

Dermatology

Locations

Tyler, TX

Overview

Dermatology Associates of Tyler is a provider of clinical dermatology and pathology lab services.

HealthSCOPE Logo

Date Added

September 2012

Industry

Health Care Management Firm

Locations

Little Rock, AR

Overview

HealthSCOPE is a full service claims administration and health management firm providing administrative and other support services to self-funded employers. In select geographic markets, HealthSCOPE Benefits also works with strategic insurance company partners providing access to HealthSCOPE Benefits' networks.

Interim Physicians Logo

Date Added

August 2012

Industry

Physician Staffing Firm

Locations

St. Louis, MO
Dallas, TX
Atlanta, GA
Salt Lake City, UT

Overview

Interim Physicians specializes in temporary physician staffing. As one of the original physician staffing companies, Interim Physicians has built deep relationships with thousands of healthcare facilities and tens of thousands of physician providers over the past three decades.

Insource Contract Services Logo

Date Added

July 2012

Industry

Performance Staffing Firm

Locations

Charlotte, NC

Overview

Insource Contract Services is a leading provider of on-premise contract labor services for light manufacturing, assembly, and distribution operations primarily in the southeastern region of the United States.

Renovation Brands Logo

Date Added

May 2012

Industry

E-Commerce

Locations

Florence, AL
Boulder, CO
Bradenton, FL
Leominster, MA
Conshohocken, PA

Overview

Renovation Brands, LLC is a leading e-commerce retailer of home decor and building improvement products, including fireplace mantels, decorative ceiling and wall tiles, floor and wall registers, ready-to-assemble cabinets, baseboard heater covers and electric fireplaces.

Nth Degree Logo

Date Added

February 2012

Industry

Marketing

Locations

Duluth, GA

Website

nthdegree.com

Overview

Nth Degree is one of the world’s leading face-to-face marketing companies. The company, founded in 1979, provides event and trade show marketing, management, installation and dismantle services to more than 1,100 clients for more than 7,500 projects worldwide each year.

J Lab Logo

Date Added

January 2012

Industry

Consumer Electronics

Locations

Carlsbad, CA

Website

jlabaudio.com

Overview

JLab is a designer of personal audio products including Bluetooth earbuds, headphones and speakers.

Revere Packaging Logo

Date Added

December 2011

Industry

Manufacturing

Locations

Shelbyville, KY
Sacramento, CA
LaPorte, IN
Kapolei, HI

Overview

Revere Packaging is a leading manufacturer of sturdy aluminum foil and plastic packaging containers serving the commercial and institutional food service industries.

Claris Vision Logo