Portfolio

Working collaboratively with our management teams, we provide the necessary human and capital resources to help businesses thrive and grow.

ACTIVE INVESTMENTS

AGS

Midwest US
Automotive aftermarket product manufacturer

Transaction Type: Family-Owned
Management: Partnered with existing management team

Blue Chip Group

Mountain West
Leading manufacturer of branded and private label emergency food preparedness solutions, as well as a leading co-manufacturer of dry foods and canned beverages

Transaction Type: Family-Owned
Management: Partnered with existing management team

Gaven

Northeastern US
Designs, manufactures, installs, tests and repairs mission critical radio frequency and electromagnetic interference (EMI) shielding

Transaction Type: Family-Owned
Management: Partnering with existing management team

Interlight

Midwest
Online distributor and manufacturer of specialty and replacement products with a focus on commercial and industrial light bulbs and batteries.

Transaction Type: Family-Owned
Management: Partnered with existing management team

Magnum Systems

Southeastern US
Provider of turnkey engineering and infrastructure servicesr

Transaction Type: Family-Owned
Management: Partnering with existing management team

MPC Plating

Great Lakes
Specialty plating of plastic and metal products

Transaction Type: Family-Owned
Management: Partnering with existing management team

R3 Wound Care and Hyperbarics

Midwest US (Dallas/Fort Worth area)
Leading provider of high-quality, outpatient wound care clinics and hyperbaric oxygen therapy (“HBOT”) centers based in Texas.

Transaction Type: Family-Owned
Management: Partnering with existing management team

Amazing Care

Mountain West
Leading home healthcare agency providing skilled nursing, private duty nursing, and CNA services to both adult and pediatric patients

Transaction Type: Family-Owned
Management: Partnered with existing management team

Aptus

Southeastern US
Provider of turnkey engineering and infrastructure services

Transaction Type: Family-Owned
Management: Partnering with existing management team

DEEP WELL

Mid Atlantic US
Specialty well services

Transaction Type: Family-Owned
Management: Partnering with existing management team

Geo-Con

Mid Atlantic US
Provider of environmental remediation services & geotechnical construction

Transaction Type: Family-Owned
Management: Partnered with existing management team

Hausted

Southeastern US
Manufacturer of stretchers and chairs

Transaction Type: Corporate Orphan
Management: Partnered with prior management team

PAT Tank

Southwestern US
Design, fabrication, erection and repair of above ground steel-welded tanks

Transaction Type: Family-Owned
Management: Installed Operating Partner as new CEO

PHOENIX Rehabilitation

Mid Atlantic US
Physical and occupational therapy services through outpatient therapy centers

Transaction Type: Family-Owned
Management: Partnered with existing management team

PRECISION LLC

Mid Atlantic US
Metal fabrication and services for the aluminum, telecommunications and energy industries

Transaction Type: Family-Owned
Management: Partnered with outside management team

Small Tube Products

Mid Atlantic US
Niche fabrication of precision copper tubing

Transaction Type: Corporate Orphan
Management: Partnered with prior management team

Criteria

Size

We work with companies with EBITDA between $3-10M

Location

We work within continental US with a focus on companies from the east coast to the mountain west

Thesis

Partner with experienced management teams to remove growth barriers through active leadership