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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Tax Advisors Group, Inc.

Business Services | Lower Middle Market | Exited | Invested in June 2017

The Tax Advisors Group is nationally known as the leader in Business Personal Property market value tax filings.

http://www.taxadvisorsgroup.com/

RJO Holdings Corp.

Financial Services | Lower Middle Market | Current | Invested in May 2017

R.J. O'Brien & Associates LLC is the oldest and largest independent futures brokerage and clearing firm in the United States. A futures commission merchant (FCM), RJO is a full clearing member of: the CME Group (founding member of the Chicago Mercantile Exchange) and all its markets; IntercontinentalExchange (ICE); NYSE Liffe U.S.; and the CBOE Futures Exchange (CFE).

https://www.rjobrien.com/

Wastewater Specialties, LLC

Industrial Services | Lower Middle Market | Exited | Invested in April 2017

Wastewater Specialties, headquartered in Sulphur, Louisiana, with additional offices in Beaumont, Texas and Texas City, Texas, is a leading regional provider of industrial cleaning services to over 500 active industrial, marine, oilfield and commercial customers in the Gulf Coast. The Company performs mission-critical services including industrial vacuuming, hydro-blasting, tank cleaning, chemical cleaning and waste water remediation, among other specialty services.

http://wastewaterspecialties.net/ Press Release

Binswanger Glass

Business Services | Lower Middle Market | Current | Invested in March 2017

Founded in 1872 and headquartered in Memphis, TN, Binswanger Corp. is a provider of repair, replacement and installation services for a full-suite of glass and aluminum products, primarily serving light non-residential, residential and automotive aftermarket customers. Binswanger is the largest company-owned multi-regional glass installer in the country, with 64 locations across 15 states.

https://binswangerglass.com/ Press Release

Vistar Media, Inc.

Media, Marketing & Entertainment | Lower Middle Market | Current | Invested in February 2017

Market dominant, programmatic out-of-home advertising platform

http://www.vistarmedia.com/

Digital Media Agency

Media, Marketing & Entertainment | Lower Middle Market | Current | Invested in February 2017

Award-winning, performance-driven digital marketing agency.

Restaurant Technologies, Inc.

Business Services | Upper Middle Market | Exited | Invested in November 2016

Restaurant Technologies (formerly known as RTI) have more than 20 years of experience providing advanced kitchen automation services to some of the most recognized brands in the foodservice industry. 

https://www.rti-inc.com/

Digital Room, Inc.

Business Services | Upper Middle Market | Exited | Invested in November 2016

Custom online print services & solutions provider

http://www.digitalroominc.com/

Polycom, Inc.

Software & IT Services | Upper Middle Market | Exited | Invested in November 2016

Polycom, Inc. is a global provider of open, standards-based unified communication and collaboration ("UC&C") solutions for voice and video communication and content sharing. The Company provides a full-suite of communication solutions to enterprises in the following four segments: Voice Endpoints - desktop phones, conferences phones and installed voice solutions; Video Endpoints - desktop video endpoints, video room solutions and immersive telepresence systems; Platform Solutions - comprehensive infrastructure offering for universal video collaboration that can be deployed through software, hardware, on-premise, in the cloud or through hybrid implementation and complementary video content management solutions; and Services - customer care, professional planning and design and managed services.

http://ps.polycom.com/

ENVOCORE (formerly LRI Energy Solutions)

Industrial Services | Lower Middle Market | Current | Invested in October 2016

Founded in 1991 and headquartered outside of Baltimore, MD, Lighting Retrofit International (LRI), is a leading provider of design-build energy efficiency services to Energy Service Company (âESCOâ) and Utility clients. Since inception, the Company has completed over 650 energy savings performance projects (âESPCsâ) and is one of the leading energy efficiency contractors, providing comprehensive audit, design, construction and support.

http://lrienergysolutions.com/