Our investments are the output of our systematic approach.
We have completed 100+ private equity transactions and have committed approximately $19 Billion 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 over 45,000 customers in diversified end-markets, such as food and beverage, healthcare, and personal and pet care. The company provides its customers with over 40,000 different packaging SKUs made from a variety of plastic, glass, and metal materials that are sourced from over 1,200 suppliers worldwide. The company’s broad offering of services includes structural and brand design, worldwide sourcing, warehousing and logistics, and capital financing.
Location: USA
Website: berlinpackaging.com

Calero is the leading Technology Expense Management provider, managing over $25 billion in spend
worldwide for thousands of organizations in 102 countries. With a deep commitment to innovation and
customer success, Calero partners 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

The leading solutions provider in the U.S. Auto Physical Damage information services market. Founded in 1980, the company provides information services and solutions that enable insurance carriers, auto repair shops, OEMs, and parts suppliers to manage the auto claim and vehicle restoration processes. The company’s leading capabilities, generated through over 30 years of proprietary claims data collection and product investment, produce demonstrable benefits for customer experience and collision repair time, accuracy, and all-in cost.
Location: USA
Website: cccis.com

Franchisor and operator of hamburger quick-service restaurants
One of the nation's leading operators and franchisors of drive-thru Hamburger Quick Service Restaurants (“HQSR”) with approximately 900 locations across the U.S. Founded in 1986 and headquartered in Tampa, Florida, Checkers operates under the Checkers and Rally’s banners. The company distinguishes itself from competitors through its focus on delivering an outstanding value proposition to frequent quick-service category guests, a growing demographic.
Location: USA
Website: checkers.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. Together, well deliver more fiber, more access, more speed, and better reliability across our footprint. Together, we are the new GoNetspeed.
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

Mercer Advisors, a national Registered Investment Advisor (“RIA”) with Assets Under Management (“AUM”) exceeding $16.5 billion, is one of the largest independent wealth managers in the U.S., serving clients with a focus on the mass affluent and high net-worth markets. Based in Denver, CO, Mercer has a national footprint with 44 offices and over 370 employees. The Company has 30+ years of wealth management experience and differentiates itself as a total wealth manager serving investors as a fiduciary and providing a broad range of services including financial planning, investments, estate planning, and tax planning and preparation services.
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 that have been traditionally neglected by the large phone and cable companies.
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 passing over 23,000 homes, small businesses and large enterprises across the state of California. Since its founding, Race’s CEO and co-founder Raul Alcaraz has led the Company with a mission to provide high-speed Internet access to un-served and under-served communities throughout the state.
Location: USA
Website: race.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

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 to over 4,500 customers across a diverse set of industrial and life sciences end markets. The Company is a leader in Air Quality Consulting in North America with entrenched positions in adjacent Engineering and Environmental, Health & Safety services.
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 market leading 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

Wrench is a leading provider of residential HVAC and plumbing services, with approximately 3,200 certified technicians across 23 metropolitan statistical areas and 16 local brands.
Location: Georgia, USA
Website: www.wrenchgroup.com

Realized Portfolio
AccentCare is one of the largest 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 16 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

The leading independent manufacturer of highly engineered specialty films that are largely converted into flexible packaging applications for the food, medical, and protective end-markets. These specialty films are used to create the inner “barrier” layers of flexible packaging applications. These films are in direct contact with the package’s contents (generally food or medical products) and are responsible for ensuring product quality and integrity.
Location: USA
Website: charternex.com

Telecommunications provider servicing local access lines and wireless subscribers
Location: USA
Website: cincinnatibell.com

First Horizon National Corporation (NYSE: FHN) is the one of the largestest 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. The company offers a full menu of high-quality food and beverage items combined with an extensive assortment of entertainment attractions, including both classic and state-of-the-art video games, interactive simulators, and other games of skill, and an immersive sports viewing experience.
Location: USA
Website: daveandbusters.com

The largest 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. The company offers an authentic and differentiated supermarket experience for health-oriented customers in a convenient, specialty format of approximately 25,000 square feet. Earth Fare distinguishes itself from other supermarket retailers through its strict “Food Philosophy,” ensuring that the company’s food products are healthy, adhere to rigid ingredient standards, and contain no high fructose corn syrup, artificial preservatives, or growth hormones.
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

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

Largest nationwide travel center network
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

One of the largest veterinary care platforms in the U.S.
Location: USA
Website: vetcor.com

Data center operator across six 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.