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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Healthcare Services | Lower Middle Market | Current | September 2018

SIMR, Inc. (d/b/a STATinMed, "SIMR" or the "Company") is a leading, technology enabled healthcare research company that conducts Healthcare Economics and Outcomes Research (“HEOR”) to determine the total cost / benefit of drugs to the healthcare system, drug marketability and positioning and pricing strategy for major pharmaceutical companies.


Healthcare Services | Lower Middle Market | Current | August 2018

Founded in 1965, OrthoBethesda is a leading private practice provider of orthopedic services to patients of all ages in the Washington, D.C. region. Headquartered in Bethesda, Maryland, OrthoBethesda employs 12 board-certified orthopedic surgeons with specializations across the spectrum of musculoskeletal care and also has four Centers of Excellence for additional expertise in clinical areas.

Blaschak Coal Corp.

Natural Resources | Lower Middle Market | Current | July 2018

Blaschak Coal Corp. ("Blaschak" or the "Company") is a domestic miner, packager, and distributor of anthracite coal to the home heating, steel metallurgical processing, water filtration, and sugar production markets. Anthracite is a uniquely high quality carbon source relative to traditional bituminous or lignite coal, and is used in applications that call for high-purity, high-heat, smokeless burn and/or high natural carbon Press Release

Dynamic Communities

Business Services | Lower Middle Market | Current | July 2018

Dynamic Communities, Inc., headquartered in Tampa, Florida,  develops and manages technology and business-centric conferences, events, online community groups and training courses specifically related to Microsoft’s suite of business software, Microsoft Dynamics. The Company’s events vary in size from small chapter events hosted by community sponsors to large multi-day conferences.

Adams Publishing Group

Media, Marketing & Entertainment | Lower Middle Market | Current | July 2018

Adams Publishing Group (APG), is a family-owned community newspaper company, launched in 2013. Since its first acquisition in March 2014, APG has grown quickly, now consisting of 27 daily newspapers, more than 100 non-daily newspapers and a number of other media-related businesses in 15 states and the District of Columbia. The company currently employs more than 2,300 Associates

Environmental Pest Service

Consumer Services | Lower Middle Market | Exited | June 2018

Environmental Pest Service, LLC is a leader in sustainable solutions for termite and pest control, and lawn care services in the southeast, building on a family tradition established more than 100 years ago. The company has four brands: Arrow Environmental Services, Bug Out Service, Skyline Pest Solutions and State Pest Control. With one company driving the different brands, Environmental Pest Service can share industry best practices across its platforms while offering deep managerial and on-the-ground experience in its everyday work.

Fast Sandwich, LLC

Consumer Products & Retail | Lower Middle Market | Current | May 2018

Founded in 2001 and headquartered in Rosemont, Illinois, Fast Sandwich LLC (“Fast Sandwich” or the “Company”) operates 33 franchised Jimmy John’s sandwich shop locations. The Company sells all menu items offered by Jimmy John’s restaurants including sandwiches, beverages, pickles, chips, and cookies. Press Release

American Nuts

Distribution | Lower Middle Market | Current | April 2018

American Nuts, provides custom roasting, seasoning and packaging solutions for high quality nuts and dried fruits to numerous retail and industrial food customers. American Nuts specializes in dry roasting and offers Kosher products. Press Release

Apollo MedFlight

Healthcare Services | Lower Middle Market | Current | February 2018

Apollo MedFlight, headquartered in Amarillo, Texas, transports via aircraft, patients needing higher levels of emergency care. The Company holds an accreditation from the Commission on Accreditation of Medical Transport Systems (“CAMTS”), a certification focused on operational safety, quality of care and industry best practices. Press Release


Business Services | Lower Middle Market | Exited | February 2018

Prism focuses on hazardous material abatement and selective demolition, disaster recovery, and mold remediation services. Prism operates out of four offices in Pennsylvania (2), Texas, and Florida and is licensed to operate in 28 states in the eastern United States.