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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Mako Steel, LP

Industrial Products | Lower Middle Market | Current | March 2021

Founded in 1993 and headquartered in Carlsbad, CA, Mako is a provider of self-storage exterior solutions in the United States,

including single-story, multi-story, boat / RV storage, climate-controlled, and custom buildings.

https://www.makosteel.com/

Chemistry RX Holdings, LLC

Healthcare Services | Lower Middle Market | Current | March 2021

Founded in 2013 and headquartered in Folcroft, Pennsylvania, Chemistry Rx is a compounding and specialty pharmacy dedicated to providing the highest quality of customized medication to patients, providers and other organizations across the entire healthcare continuum.

https://chemistryrx.com/

AllOver Media, LLC

Media, Marketing & Entertainment | Lower Middle Market | Current | March 2021

Founded in 2002, AllOver Media, LLC is an alternative Out Of Home advertising company. AllOver Media offers local, regional and national advertising opportunities across a variety of niche platforms, including convenience stores, mobile billboards, bars and restaurants, building wallscapes, and ski resort placements.

https://allovermedia.com/

CityVet, Inc.

Healthcare Services | Lower Middle Market | Current | March 2021

CityVet, Inc. was founded in 1999 and is headquartered in Dallas, Texas. CityVet operates a network of branded veterinary practices offering comprehensive pet care services including medical, surgical, retail, pharmacy, boarding, and wellness.

https://www.cityvet.com/

KMS, Inc.

Distribution | Lower Middle Market | Current | January 2021

Founded in 1976 and based out of Wichita Kansas, KMS Inc. has evolved into one of the nation’s largest wholesalers of closeouts, special buys and KMS exclusive brands. KMS operates four distribution centers throughout the US offering customers a wide array of general merchandise from clothing, hardware, kitchen appliances, electronics, heaters, air conditioners and much more.

https://kmswichita.com/

Flip Electronics

Distribution | Lower Middle Market | Current | January 2021

Flip Electronics is an authorized specialty distributor of electronic components to customers across the U.S. and internationally. Flip serves as a critical supply chain partner to both electronic component manufacturers and end customers across a range of industries, including military, aerospace, telecommunications, healthcare, and industrial. The Company helps solve complex challenges caused by component obsolescence through its core focus on EOL, obsolete, and hard-to-find parts.

https://flipelectronics.com/ Press Release

Broad Sky Networks

Software & IT Services | Lower Middle Market | Current | December 2020

Founded in 2003, Broad Sky is a leading, single-source wireless provider for primary, temporary, failover, IoT, POTS replacement, satellite, and Future 5G across the U.S. and Canada. The company custom-engineers connectivity solutions for mid-market and enterprise customers designed to scale with their existing and future network infrastructure requirements.

https://www.broadskynetworks.net/ Press Release

Acceleration Partners

Business Services | Lower Middle Market | Current | December 2020

Founded in 2007 and headquartered in Needham, MA, Acceleration Partners is the premier global partner marketing agency. By focusing on Better People, Better Process and Better Performance, the Acceleration Partners team sets the standard for how brands efficiently grow and refine their marketing partnerships anywhere in the world.

https://www.accelerationpartners.com/ Press Release

Klein Hersh, LLC

Business Services | Lower Middle Market | Current | November 2020

Founded in 1997 and headquartered in Horsham, Pennsylvania, Klein Hersh is an executive search and consulting firm focused exclusively on the healthcare and life sciences (“HCLS”) industries.

https://www.kleinhersh.com/

Sonobi, Inc.

Media, Marketing & Entertainment | Lower Middle Market | Current | September 2020

Since its inception in 2012, Sonobi has been a pioneer in digital advertising technology and programmatic spend. Sonobi’s people-based identifier (PBID) incorporates multiple identity approaches into a single ID that is cross-compatible and able to match first-party data from both publishers and brands, solving for identity across screens and environments. With access to over 125 million people across premium publications on the Sonobi platform, advertisers are now able to reach large audiences in cookie-less environments with increased transparency.

https://sonobi.com/ Press Release