Our investments are the output of our systematic approach.

Veterinary group based in the South that partners with relationship-focused hospitals throughout the region.

A value-added distribution business that serves customers in diversified end-markets, such as food and beverage, healthcare, and personal and pet care.

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.

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.      

Diversified insurance brokerage distribution and underwriting platform with retail, wholesale, program administration and managing general agent capabilities.

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.

Greenlight Networks is an ultra-high-speed, broadband service provider, offering residential and small business customers Internet speeds up to a Gigabit per second.

Kestra Holdings offers wealth management platforms to independent financial professionals in the U.S.

Pure-play fiber-to-the-premises provider to residential and business customers in Ohio and Texas.

MAI is a full-service, independent Registered Investment Adviser (“RIA”) specializing in comprehensive investment and financial planning for high-net-worth individuals and families.

Mercer Advisors, a national Registered Investment Advisor (“RIA”), serving clients with a focus on the mass affluent and high net-worth markets.

Provider of broadband data, video, and voice services over a fiber-to-the-premises network

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.

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.

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.

Technimark is a manufacturer of high-value injection-molded packaging and components serving the consumer packaging, healthcare and industrial markets.

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.

USOSM is a healthcare management services company focused exclusively on the oral surgery sector, providing partnership and support services to oral surgery providers.

A broadband and fiber company providing high-speed data, video, and voice services to residential customers in Louisiana and Texas.

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.

Wrench is a leading provider of residential HVAC and plumbing services.

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.

Designer and manufacturer of Invisalign clear removable aligners to straighten teeth

Operator of ski resorts

Catastrophe reinsurer

Operator of cable properties in Miami Beach, western Pennsylvania, Maryland, Delaware, South Carolina, New York, and West Virginia

Aircraft leasing company

Software provider for colleges and universities

Distributor of companion animal healthcare products

Burger King franchisee in Puerto Rico

An independent manufacturer of highly engineered specialty films that are largely converted into flexible packaging applications for the food, medical, and protective end-markets.  

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”).

Telecommunications provider servicing local access lines and wireless subscribers

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.

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.

A drugstore chain in New York City

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.

Provider of customer service infrastructure solutions

India-based business process outsourcing company

Provider of online personalized investment advice and portfolio management to 401(k) participants

Provider of fiber-optic bandwidth infrastructure services

Supplier of rings and forgings, primarily to aerospace engine manufacturers

Warehousing, e-commerce fulfillment and package sorting/delivery company

Global outsourced services company with operations worldwide

Distributor of fasteners, key duplication systems, engraved tags and related hardware items

Southwest U.S.-based broker-dealer and Dallas-based bank

Provider of hosted software services to small and mid-sized business customers, primarily in the U.S.

National third-party logistics (“3PL”) provider

Platform of multiple local TV stations

Developer and manufacturer of hand-held blood glucose and urine monitoring devices

Portfolio of hotels under brand names such as Hilton, Sheraton, Westin, Radisson, and Marriott

Transaction processing system and online exchange for books, music and video retailers

Technology platform allowing high-speed wireless internet access

Direct seller and marketer of Juice Plus+, a whole food based nutritional product

Leasing platform for aircraft

Provider of online advertising and domain name services

Global "Tier II" supplier of flight critical components

"Tier 1.5" automotive interior subsystem supplier

Data center operator in the U.K.

Provider of rental equipment to the construction industry

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.

Provider of home security solutions in the U.S.

Direct-to-consumer provider of equine healthcare products and supplies

Low-cost global aircraft, crew, maintenance and insurance (“ACMI”) air cargo service provider

Provider of outsourced services to the semiconductor industry

Co-location and managed data center service provider in Europe

Category-defining specialty retailer of storage and organizational solutions

Provider of in-store marketing solutions

Nationwide travel center network in the U.S.

Start-up reinsurance company initially focused on acquiring long-term care insurance businesses

Outpatient radiation oncology centers

U.K.-based technology and process outsourcing company

A veterinary care platform in the U.S.

Data center operator across multiple states

Cable provider offering broadband data, advanced video and voice services

Cable operator providing analog and digital video, high-speed data, and VOIP telephony services