Our investments are the output of our systematic approach.
We have completed 100+ private equity transactions since 1986.
Current Portfolio
Veterinary group based in the South that partners with relationship-focused hospitals throughout the region.
Location: USA
Website: americanveterinarygroup.com
A value-added distribution business that serves customers in diversified end-markets, such as food and beverage, healthcare, and personal and pet care.
Location: USA
Website: berlinpackaging.com
Calero is a leading Technology Expense Management provider that seeks to partner with organizations to provide a modernized, centralized Technology Expense Management Solution that supports Telecom Expense Management, Managed Mobility Services, and SaaS Subscription Management.
Location: USA
Website: calero.com
A leading solutions provider in the U.S. Auto Physical Damage information services market. Founded in 1980, the company provides information services and solutions to insurance carriers, auto repair shops, OEMs, and parts suppliers to manage the auto claim and vehicle restoration processes.
Location: USA
Website: cccis.com
Diversified insurance brokerage distribution and underwriting platform with retail, wholesale, program administration and managing general agent capabilities.
Location: USA
In 2021, six companies – OTELCO, OTTC, Upstate Fiber Networks, Lantek, GoNetspeed, and Icon – decided to bring decades of experience across a variety of technologies together to create something new. With a legacy of innovation and a commitment to unparalleled customer service, we are excited to accelerate the expansion of fiber networks throughout the East.
Location: USA
Website: gonetspeed.com
Greenlight Networks is an ultra-high-speed, broadband service provider, offering residential and small business customers Internet speeds up to a Gigabit per second.
Location: New York, USA
Website: greenlightnetworks.com
Kestra Holdings offers wealth management platforms to independent financial professionals in the U.S.
Location: Texas, USA
Website: www.kestraholdings.com
Pure-play fiber-to-the-premises provider to residential and business customers in Ohio and Texas.
Location: USA
Website: lit-fiber.com
Mercer Advisors, a national Registered Investment Advisor (“RIA”), serving clients with a focus on the mass affluent and high net-worth markets.
Location: USA
Website: merceradvisors.com
Provider of broadband data, video, and voice services over a fiber-to-the-premises network
Location: USA
Website: metronetinc.com
Omni Fiber is a purpose built fiber to the home provider of high speed internet, voice, and video solutions to small markets in the Midwestern United States.
Location: Ohio, USA
Website: omnifiber.com
Petauri Health is a purpose-built pharmaceutical commercialization services platform that is seeking to acquire and combine best-in-class companies with recognized expertise in global market access, medical affairs, patient services, and data & analytics.
Location: New York, USA
Website: petaurihealth.com
A leading pure-play fiber-to-the-premises (“FTTP”) operator with a network to homes, small businesses and large enterprises across the state of California.
Location: USA
Website: race.com
Technimark is a manufacturer of high-value injection-molded packaging and components serving the consumer packaging, healthcare and industrial markets.
Location: North Carolina, USA
Website: technimark.com
Trinity Consultants is a leading environmental consulting firm that provides regulatory-driven consulting and certification services customers across a diverse set of industrial and life sciences end markets.
Location: Worldwide
Website: trinityconsultants.com
USOSM is a healthcare management services company focused exclusively on the oral surgery sector, providing partnership and support services to oral surgery providers.
Location: Irving, Texas (USA)
Website: www.usosm.com
A broadband and fiber company providing high-speed data, video, and voice services to residential customers in Louisiana and Texas.
Location: USA
Website: www.vexusfiber.com
Wire 3 is a leading fiber optic internet provider in Central Florida, dedicated to delivering lightning-fast connectivity and exceptional customer service. With a focus on creating better online experiences, Wire 3 is committed to bridging the digital divide and enhancing the lives of communities.
Location: Florida, USA
Website: wire3.com
Wrench is a leading provider of residential HVAC and plumbing services.
Location: Georgia, USA
Website: www.wrenchgroup.com
Realized Portfolio
AccentCare is a home health platform and personal care platform in the United States, offering a range of services – from personal, non-medical care to skilled nursing, rehabilitation, hospice care and care management – across multiple states. The company serves health systems, physician practices and managed care organizations, and includes strategic joint ventures and partnerships.
Location: USA
Website: accentcare.com
Designer and manufacturer of Invisalign clear removable aligners to straighten teeth
Location: USA
Website: aligntech.com
Operator of cable properties in Miami Beach, western Pennsylvania, Maryland, Delaware, South Carolina, New York, and West Virginia
Location: USA
Website: atlanticbb.com
Aircraft leasing company
Location: Ireland
Website: avolon.aero
Software provider for colleges and universities
Location: USA
Website: blackboard.com
Distributor of companion animal healthcare products
Location: USA
Website: henryscheinvet.com
An independent manufacturer of highly engineered specialty films that are largely converted into flexible packaging applications for the food, medical, and protective end-markets.
Location: USA
Website: charternex.com
Franchisor and operator of hamburger quick-service restaurants
Is one of the nation's leading operators and franchisors of drive-thru Hamburger Quick Service Restaurants (“HQSR”).
Location: USA
Website: checkers.com
Telecommunications provider servicing local access lines and wireless subscribers
Location: USA
Website: cincinnatibell.com
First Horizon National Corporation (NYSE: FHN) is a regional banking franchise in the Southeast. First Horizon offers a full range of regional banking, wealth management, and capital markets services to customers.
Location: USA
Website: community1.com
Founded in 1982, Dave & Buster’s Entertainment, Inc. (“Dave & Buster’s;” NASDAQ: PLAY) owns and operates high-volume restaurant and entertainment venues that provide customers with the unique opportunity to “Eat, Drink, Play & Watch®” all in one location.
Location: USA
Website: daveandbusters.com
A drugstore chain in New York City
Location: USA
Website: duanereade.com
An authentic, health-focused supermarket retailer featuring all-natural, organic, locally-sourced, and other premium foods, with stores across the Southeastern and Midwestern U.S.
Location: USA
Website: earthfare.com
Provider of customer service infrastructure solutions
Location: USA
Website: egain.com
India-based business process outsourcing company
Location: India
Website: exlservice.com
Provider of online personalized investment advice and portfolio management to 401(k) participants
Location: USA
Website: corp.financialengines.com
Provider of fiber-optic bandwidth infrastructure services
Location: USA
Website: firstlight.net
Supplier of rings and forgings, primarily to aerospace engine manufacturers
Location: UK
Website: alcoa.com/firth_rixson/
Warehousing, e-commerce fulfillment and package sorting/delivery company
Location: USA
Website: gatx.com
Global outsourced services company with operations worldwide
Location: India
Website: genpact.com
Distributor of fasteners, key duplication systems, engraved tags and related hardware items
Location: USA
Website: hillmangroup.com
Southwest U.S.-based broker-dealer and Dallas-based bank
Location: USA
Website: hilltop-holdings.com/
Provider of hosted software services to small and mid-sized business customers, primarily in the U.S.
Location: USA
Website: intermedia.net
National third-party logistics (“3PL”) provider
Location: USA
Website: jacobsonco.com
Developer and manufacturer of hand-held blood glucose and urine monitoring devices
Location: USA
Portfolio of hotels under brand names such as Hilton, Sheraton, Westin, Radisson, and Marriott
Location: USA
Transaction processing system and online exchange for books, music and video retailers
Location: USA
Website: monsooncommerce.com
Technology platform allowing high-speed wireless internet access
Location: USA
Direct seller and marketer of Juice Plus+, a whole food based nutritional product
Location: USA
Website: juiceplus.com
Global "Tier II" supplier of flight critical components
Location: USA
Website: pccaerostructures.com
Data center operator in the U.K.
Location: UK
Website: pulsant.com
Safe Fleet is a provider of high value safety and productivity solutions to specialty fleet vehicles. The Company serves a diverse set of end markets including Fire, EMS, Industrial, Passenger Transportation, Law Enforcement, Waste, Commercial Vehicle, Construction, Agriculture and Recycling.
Location: USA
Website: safefleet.net
Provider of home security solutions in the U.S.
Location: USA
Website: monitronics.com/security-networks/
Direct-to-consumer provider of equine healthcare products and supplies
Location: USA
Website: smartpakequine.com
Low-cost global aircraft, crew, maintenance and insurance (“ACMI”) air cargo service provider
Location: USA
Website: southernair.com
Co-location and managed data center service provider in Europe
Location: UK
Website: telecitygroup.com.tr
Category-defining specialty retailer of storage and organizational solutions
Location: USA
Website: containerstore.com
Provider of in-store marketing solutions
Location: USA
Website: discoverimagine.com
Nationwide travel center network in the U.S.
Location: USA
Website: ta-petro.com
Start-up reinsurance company initially focused on acquiring long-term care insurance businesses
Location: Bermuda
Outpatient radiation oncology centers
Location: USA
Website: vantageoncology.com
U.K.-based technology and process outsourcing company
Location: UK
Website: vertexgroup.com
A veterinary care platform in the U.S.
Location: USA
Website: vetcor.com
Data center operator across multiple states
Location: USA
Website: viawest.com
Cable provider offering broadband data, advanced video and voice services
Location: USA
Website: wavebroadband.com
Cable operator providing analog and digital video, high-speed data, and VOIP telephony services
Location: USA
Website: wowway.com
NOTE: Does not include investments made by predecessor entities. It should not be assumed that any of the above investments were or will be profitable, or that any investments in the future will be comparable. Please see Terms and Conditions for Important Disclosures.