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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NinjaTrader Group, LLC

Software & IT Services | Middle Market | Current | December 2019

Based in Denver, CO and Chicago, IL, NinjaTrader is a leading futures brokerage and trading platform provider. The Company’s software empowers over 60,000 active traders with intuitive charting technology, high-performance strategy backtesting, and advanced analytical capabilities. Users can also leverage more than 1,000 third-party applications via the NinjaTrader Ecosystem which allows retail futures traders to customize their platform & create high-powered trading strategies. Press Release

Trinity3 Technology

Distribution | Middle Market | Current | November 2019

Trinity3 primarily sells tablets, PCs, and laptops and related warranties, accessories, and enterprise products to the K – 12 market throughout the United States with a focus on small-to-medium sized school districts. The Company is brand agnostic and sells from a variety of leading manufacturers including Lenovo, Dell, HP, and Acer. The Company provides a “white glove service” that includes unboxing, charging, software installation, asset tagging, student name labeling, sorting by classroom, and repackaging for easier deployment. Trinity3’s in-house team of technicians facilitate the repair process for customers. Press Release

GrammaTech, Inc.

Software & IT Services | Middle Market | Current | November 2019

GrammaTech is a leading provider of cybersecurity solutions for government and commercial clients. The company’s software enables users to quickly scan code for vulnerabilities that cause breaches, system failures or poor reliability. GrammaTech’s expertise in application security testing has been built through decades of cutting-edge research for the national security community and other US government agencies. Press Release

Relevant Rental Solutions

Industrial Products | Middle Market | Current | October 2019

Founded in 1984 and headquartered in Houston, TX, Relevant is a compressed, oil-free air rental provider to end users in refinery, petrochemical, power generation, food and beverage, pharmaceutical, plastics and other industrial settings. Press Release

Vertex Business Services

Business Services | Middle Market | Current | July 2019

Vertex Business Services (VertexOne) provides software and managed services to electric, water, and gas utilities throughout the United States and Canada. Vertex's Customer Information System ("CIS") manages account information, consumption, and billing data, providing a single point solution for tracking all customer interactions. Vertex's offering also includes CRM, customer engagement, meter data management, and workforce management modules designed specifically for utilities. Press Release

Driven, Inc.

Business Services | Middle Market | Exited | June 2019

Founded in 2001 and headquartered in Falls Church, Virginia, Driven, Inc. is an eDiscovery consultancy and information management company that supports customers across the data lifecycle primarily as it relates to litigation support. Within eDiscovery, the Company offers a full spectrum of solutions to clients through a combination of consulting, technology resale, forensics, managed review, production, and hosting. Through its Update Legal division, the Company also offers a comprehensive suite of legal staffing services, further enhancing Driven’s ability to serve as a one-stop provider for litigation support and eDiscovery services. Press Release

iEnergizer Limited

Business Services | Middle Market | Exited | April 2019

iEnergizer Limited is a leading global provider of high value-added, multi-channel content transformation solutions and high margin business process outsourcing solutions. Combining approximately 20 years of experience and comprehensive capabilities across a number of industries and business functions, iEnergizer collaborates with clients globally to provide complex processes at a significant cost advantage delivered through a flexible, on-demand business model.

Scrip Companies

Distribution | Middle Market | Current | March 2019

Scrip Companies, Inc., headquartered in Bolingbrook, Illinois, is a distributor of health and wellness products, connecting a diverse supplier base to four fragmented end markets including Chiropractic, Massage and Day Spa, Consumer Home Health and Wellness, and Physical Therapy and Rehabilitation.

Ace Gathering Holdings, LLC

Energy Services (Midstream) | Middle Market | Current | December 2018

Founded in 2014, Ace Gathering Holdings, LLC is a provider of crude oil gathering and reclamation services to oil producers, salt water disposal operators and other service companies throughout Texas, specifically in the Eagle Ford, Eaglebine, Haynesville, Fayetteville and Permian Basin shale plays.

Precision Spine Care

Healthcare Services | Middle Market | Current | November 2018

Precision Spine Care consists of three primary clinic locations in East Texas and two satellite locations in Frisco, TX and Mount Pleasant, TX. The Company provides a comprehensive suite of medical services, including minimally invasive, multidisciplinary pain management options, surgical and non‐surgical treatment for the spine, lab services, in‐house pharmacy and medication management services, durable medical equipment sales, and clinical research of new procedures and devices. Press Release