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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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

Danforth Advisors, LLC

Business Services | Middle Market | Exited | September 2018

Danforth Advisors, LLC provides operational accounting support and finance strategy to life science and healthcare companies. The Company performs activities ranging from accounting and operational finance services, to capital raising, financial planning and analysis, mergers and acquisitions and initial public offerings.


Healthcare Services | 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 | 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 | 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