The quality of our portfolio drives our results

Since our inception, we have supported over 285 companies, spanning over multiple decades, with acquisition and growth capital. The companies below represent our current portfolio of investments.
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Jackson Hewitt

Financial Services | Middle Market | Current | September 2023

Founded in 1982, Jackson Hewitt is the second largest omnichannel tax prep provider in the United States, filing over 1.7mm customer tax returns in FY23.

https://www.jacksonhewitt.com/

CityVet

Healthcare Services | Middle Market | Current | September 2023

CityVet, Inc. operates a network of 31 branded veterinary practices across Texas and Colorado that provide quality, comprehensive pet care services including medical, surgical, retail, pharmacy, boarding, grooming, and wellness.

https://www.cityvet.com/

Damotech

Industrial Products | Middle Market | Current | July 2023

Founded in 1989, Damotech is an established rack safety leader in North America, providing engineering services as a “tip of spear” to its manufacturing repair & protection products through its relationship as a value-added partner to clients of all sizes across numerous industries.

https://www.damotech.com/

HeatTrak

Consumer Products & Retail | Middle Market | Current | June 2023

Founded in 2004, HeatTrak, LLC is a manufacturer of heated mats that prevent the build-up of snow and ice on walkways, driveways, and entryways.

https://heattrak.com/

LKC Technologies

Healthcare Products | Middle Market | Current | June 2023

Founded in 1976, LKC Technologies, Inc. sells RETeval, the only FDA cleared handheld electroretinography device on the market today. LKC Technologies demystifies visual electrophysiology by creating innovative, easy-to-use technology for clinicians and researchers alike.

https://lkc.com/

Bond Brand Loyalty

Media, Marketing & Entertainment | Middle Market | Current | May 2023

Bond Brand Loyalty is a Toronto, Canada-based brand loyalty agency focused on helping large corporate customers manage customer-brand relationships through design/redesign, technology and analytics, and marketing services focused on improving customer loyalty and channel partner/employee engagement.

https://www.bondbrandloyalty.com/

FS Vector

Financial Services | Middle Market | Current | April 2023

FS Vector is an independent strategic advisory firm offering solutions to fintech clients navigating challenging and complicated regulatory and market environments.

https://fsvector.com/

Edge Autonomy

Aerospace & Def. | Middle Market | Current | April 2023

Edge Autonomy designs and manufactures highly engineered autonomous and unmanned system technologies utilized in military, civilian, and academic applications.

https://edgeautonomy.io/

Inspire Aesthetics

Healthcare Services | Middle Market | Current | April 2023

Inspire Aesthetics is a multi-location plastic surgery and aesthetics platform offering a comprehensive range of procedures and treatments.

https://inspireaesthetics.com/

Island Pump & Tank

Industrial Services | Middle Market | Current | March 2023

Founded in 1948, Island Pump & Tank Corp. is a retail petroleum industry maintenance and environmental services company in the Northeast.

https://islandpumpandtank.com/