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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TaxAct, Inc. & HD Vest, Inc.

Software & IT Services | Upper Middle Market | Exited

Headquartered in Cedar Rapids, Iowa, TaxAct, Inc. (“TaxAct”) is a top-three U.S. provider of internet-enabled tax solutions for consumers, tax professionals and small business owners.

Digital River

Software & IT Services | Upper Middle Market | Current

Digital River, Inc. (“Digital River” or the “Company”) is a leading global provider of mission-critical, end-to-end outsourced eCommerce solutions to tier 1 and 2 enterprises across many industry verticals.

Chandler Signs

Business Services | Lower Middle Market | Current

Chandler Signs, L.P. (“Chandler” or the “Company”), founded in 1978, is a national, vertically integrated provider of exterior on-premise signs for multi-site companies in a wide variety of end markets including retail, restaurant, financial services, pharmacy, entertainment and hospitality.

ThreeSixty Group

Consumer Products & Retail | Upper Middle Market | Exited

Headquartered in Irvine, California, ThreeSixty Group (“ThreeSixty” or the “Company”) is a provider of branded merchandising programs to retailers, offering high-velocity, value-priced, proprietary consumer products and accessories to customers in the department store, drug, mass, club, and specialty channels.


Consumer Products & Retail | Upper Middle Market | Exited

Founded in Fort Collins, Colorado more than forty years ago, Water Pik (the “Company”) is the largest designer, marketer, and supplier of branded consumer and professional oral health products and replacement showerheads.

Freedom Truck Finance

Financial Services | Lower Middle Market | Exited

Freedom Truck Finance, LLC (“Freedom” or the “Company”), headquartered in Dallas, TX, is a secondary loan finance company, specializing in the acquisition and management of sub-prime truck loans to finance the purchase of commercial, heavy-duty (Class 8, big 18-wheeler rigs), by independent owner operators.

Argon Medical Devices

Healthcare Products | Upper Middle Market | Exited

Headquartered in Plano, Texas, Argon Medical Devices (“Argon” or the “Company”) is a global manufacturer of single-use specialty medical devices for interventional radiology and cardiology, vascular surgery and critical care procedures.

Royal Adhesives & Sealants

Specialty Chemicals | Upper Middle Market | Exited

Royal Adhesives & Sealants is a leading global manufacturer and marketer of high performance adhesives, sealants, encapsulants and polymer coatings.


Consumer Services | Upper Middle Market | Current

LegalShield provides legal protection to over a million members in 49 states and four Canadian provinces.

Cast & Crew Entertainment Services, LLC

Media, Marketing & Entertainment | Upper Middle Market | Exited

Cast & Crew Entertainment Services, LLC provides payroll and production accounting solutions to the entertainment industry.