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Acme Cosmetic Components

Secaucus, NJ

acmepans.com


Lead Sponsor

Kirtland Capital Partners

Investment Date

January 2017

  • Acme Cosmetic Components is an industry leader in the design and manufacture of metal pans (godets), which are critical components in the packaging of eye shadow, blush, and other color cosmetics.  The company is headquartered in Secaucus, New York and has an additional manufacturing facility in Suzhou, China.

AE Industrial Partners

Boca Raton, FL

aeroequity.com


Fund Type

Middle Market Private Equity

  • AE Industrial targets U.S. middle market companies specializing in manufacturing, distribution & supply chain management, MRO and industrial service within the following targeted industries: aerospace and defense, power generation and specialty industrial markets.

Align Capital Partners

Cleveland, OH & Dallas, TX

aligncp.com


Fund Type

Middle Market Private Equity

  • Headquartered in Cleveland and Dallas, Align Capital Partners is a $325 million, growth-oriented private equity firm that partners with business owners and management teams to create shared success. Align brings experience and resources to help companies accelerate their growth, to the benefit of management, employees, and investors. Align makes control investments in growth oriented, lower-middle market specialty manufacturing, distribution, and business services companies. Align has deep experience with these types of businesses, having completed more than 80 investments representing more than $5.0 billion of enterprise value since 2000.

American Safety Council


Lead Sponsor

Falfurrias Capital Partners

Investment Date

May 2014

  • American Safety Council (ASC) is a market leader in the engineering and delivery of e-Learning training solutions to traffic, workplace safety, medical continuing education, and other regulatory driven markets on behalf of government, institutions of higher learning, business and industry, as well as individual clients. ASC pioneers e-Learning solutions, which have been awarded a number of first-of-their-kind government approvals. These include the first approval of online driver license knowledge exams and use of voice and keystroke biometrics to validate student participation in a state traffic safety program.

    ASC was founded in 1993 and is based in Orlando, Florida with offices in California, Nevada, Texas, and New York.

Amware Logistics


Lead Sponsor

Rotunda Capital Partners

Investment Date

June 2014

  • Amware, headquartered in Eagle, Colorado, is a Third Party Logistics Company that is dedicated to delivering customer-focused, quality-driven, and extremely accurate solutions to its customers. The Company has a unique multi-location, recurring revenue model with a balanced business mix of B2B and B2C customers. The Company has nine fulfillment warehouse locations in the U.S. and Canada that provide customers with lower delivery costs and improved service times resulting in strong sales retention and conversion rates. 

Ardian North America Fund

New York, NY

ardian.com


Fund Type

Middle Market Private Equity

  • Ardian, founded in 1996, is a global private markets firm managing approximately $58 billion of assets in private equity, private debt, infrastructure, and real estate.

Auxo Investment Partners

Grand Rapids, MI

auxopartners.com


Fund Type

Lower Middle Market Private Equity

  • Auxo was created to partner with owners and management teams of companies at transition points, including owner-operators seeking retirement, entities seeking family succession planning solutions and leadership teams seeking capital for growth, the firm said. Auxo focuses on North America-based companies in the manufacturing, industrial, value-added distribution and business services industries with cash flows between $1.5 million and $15 million.

Bancsource

Republic, MO

bancsourceinc.com


Lead Sponsor

CapitalWorks

Investment Date

April 2015

  • Bancsource, founded in 1979 and headquartered in Republic, MO, provides maintenance services and sales of cash cycle equipment including ATMs, smart safes, scanners and other equipment for financial institutions and retailers nationwide.

Barings

Boston, MA

barings.com


Fund Type

Mezzanine

  • Barings, based in Boston, MA was formed to make to make direct mezzanine and equity investments in connection with private equity sponsored buyout and recapitalization transactions in the lower end of the North American middle market.

Berkshire Partners


Fund Type

Large Private Equity

  • Berkshire Partners is a Boston, MA based private equity firm that invests in mid-sized private companies. Since the firm’s first fund in 1984, Berkshire Partners has raised aggregate capital commitments of over $11 billion. The firm has invested in over 100 operating companies with more than $20 billion of acquisition value and combined revenues in excess of $22 billion. It targets consumer products, retailing and related services, business services, transportation, energy, industrial manufacturing and communications.

Blue Point Capital Partners

Cleveland, OH

bluepointcapital.com


Fund Type

Middle Market Private Equity

  • Blue Point Capital Partners is a Cleveland, OH based private equity firm which invests in middle-market companies. Blue Point was founded in 1990 and focuses on the following sectors; manufacturing, business services, industrial textiles, printing, beverage packaging, agriculture, environment, chemicals and energy.

Bluffton Motor Works

Bluffton, IN

blmworks.com


Lead Sponsor

CapitalWorks

Investment Date

December 2006

Realized Date

February 2011

  • Bluffton Motor Works makes sub-five horsepower motors to power a wide variety of applications throughout the world. This includes for air, industrial, laundry and material handling; bottling; car washes; commercial appliances; cranes and lifts; medical devices; food and fuel processing; gate and door operators; HVAC, pumps and more.

    Bluffton has manufactured high quality fractional motors at its vertically integrated and state-of-the-art facilities in Bluffton, Indiana, since 1944. In 2012, Bluffton acquired Toledo Gearmotor Company of Sylvania, Ohio, and continues to operate that facility.

    Bluffton Motor Works can design and produce almost any type of fractional motor, gearmotor or reducer. The company works with customers on custom designs, special tolerances and additional features. It also provides a variety of services during motor development including engineered samples, design assistance, performance testing, certification assistance, plant audits and inventory management.

BrandShare

New York, NY

brandshare.us


Lead Sponsor

Aperion Management

Investment Date

April 2015

  • BrandShare has created an eCommerce media network in the United States providing exclusive access for blue chip advertisers to reach consumers in their homes through a variety of ways including custom content (both digital and printed), offers, coupons, and samples in eCommerce packages from leading retailers.

C&M Conveyor

Bloomington, IN

cmconveyor.com


Lead Sponsor

CapitalWorks

Investment Date

June 2018

  • C&M designs, engineers, manufactures, and services turnkey automated material handling and conveying systems, serving as a value-added and critical partner to its industrial and commercial customers, particularly in the corrugated box industry. Headquartered in Bloomington, IN, C&M Conveyor, Inc., designs, manufactures and sells material handling equipment in the U.S., Canada and Central and South America.

Capewell Aerial Systems

South Windsor, CT

capewellaerialsystems.com


Lead Sponsor

CapitalWorks

Investment Date

February 2014

Realized Date

September 2018

  • Capewell Aerial Systems designs and manufactures highly advanced air soldier tactical gear, search, rescue and extraction products and electrical and mechanical timers. Their products are used in commercial and military applications around the world. Capewell Aerial Systems also produces electrical and mechanical timers for commercial and military applications.

CapitalWorks

Cleveland, OH

capitalworks.net


Fund Type

Lower Middle Market Private Equity

  • CapitalWorks is a private equity firm based in Cleveland, OH that acquires lower middle market companies in the Midwest. CapitalWorks typically invests in the following industries: manufacturing, aviation, chemical, distribution and business services.

ClearCompany

Boston, MA

clearcompany.com


Lead Sponsor

Primus Capital

Investment Date

August 2018

  • Founded in 2004 and based in Boston, MA, ClearCompany is a provider of talent acquisition, management, engagement, and analytics software for companies ranging from 100-2,000 employees.

Cleveland HeartLab

Cleveland, OH

clevelandheartlab.com


Lead Sponsor

Mutual Capital Partners

Investment Date

October 2012

Realized Date

December 2017

  • Cleveland HeartLab is a leading diagnostics company specializing in the detection, prevention, and management of cardiovascular disease from a proprietary product pipeline licensed exclusively from the Cleveland Clinic, the global leader in cardiac health. Through its reliable group of biomarkers, Cleveland HeartLab is recognized as a leader in defining individual cardiovascular risk with the goal of educating and serving physicians, reference laboratories, wellness providers, and ultimately the individuals behind the tests.  Cleveland HeartLab has determined the importance of monitoring an individual’s inflammation as a key way to assess his or her near-term risk in developing cardiovascular disease.

Cohesive Capital Partners

New York, NY

cohesivecapital.com


Fund Type

Co-Investment

  • Cohesive Capital Partners, a New York, NY based private equity firm, makes direct investments exclusively alongside high quality private equity sponsors that are leading the transactions. Their high-caliber direct deal-experienced team executes this approach which incorporates strategies for private equity investments in sponsor’s new portfolio companies as well as equity capital needs for existing portfolio companies. Cohesive’s strategy is a continuation of the direct investment strategy employed across two funds by John Barber while serving as the co-founder and Managing Partner of Citi Private Equity from 2001-2009.

Consolidated Precision Products

Cleveland, OH

cppcorp.com


Lead Sponsor

Warburg Pincus

Investment Date

December 2011

  • CPP is a leading supplier of precision engineered cast metal components and sub-assemblies for the commercial aerospace, defense and power generation markets worldwide.

Cuyahoga Capital Partners (Private Advisors)

Cleveland, OH

privateadvisors.com


Fund Type

Secondary

  • Cuyahoga Capital Partners (now known as Private Advisors) is a secondary private equity fund. The Cuyahoga team has been investing in secondary private equity transactions since the early 2000s. They pursue small, often negotiated secondary investments, with a focus on investments below $25 million and an emphasis on investments between $5 and $15 million. They target a wide variety of private equity strategies including buyout, growth equity, venture capital, mezzanine, diversified energy, and fund of funds.

Cyprium Partners

Cleveland, OH

cyprium.com


Fund Type

Mezzanine

  • Cyprium Partners is a Cleveland, OH based private investment firm that provides mezzanine and equity capital to profitable, middle-market companies. Cyprium is a non-control investor, allowing company owners to retain both economic and operational control.

Day View Capital Partners

San Francisco, CA

dayviewcap.com


Fund Type

Technology

  • Headquartered in San Francisco, Day View Capital invests in leading technology businesses around the world. They work with founders, employees and investors to find creative capital solutions.

Dickson

Addison, IL

dicksondata.com


Lead Sponsor

May River Capital

Investment Date

April 2018

  • Dickson was founded in 1923 and is based in Addison, IL. The Company is a leader in the design and manufacture of test and measurement instrumentation focused on environmental conditions, such as data loggers, chart recorders, indicators and sensors, as well as related software tools and services. Dickson serves a diversified installed based of customers (75%+ of Fortune 100 companies) with a focus on more regulated healthcare, pharmaceutical, and medical device end markets, which carry stringent environmental and quality control requirements.

Discount Drainage Supplies

Cleveland, OH

discountdrainage.com


Lead Sponsor

Foundation Investment Partners

Investment Date

March 2018

  • Discount Drainage Supplies (DDS) based in Akron, OH is a pipe, valve and fittings distributor focused on drainage products used by construction contractors throughout the Ohio market. DDS’ products are used in residential construction, commercial construction and public works projects. The Company has three facilities in Ohio located in Akron, Columbus and Cincinnati. DDS focuses on keeping a broad base of products on hand ready for rapid order processing and delivery (often within 24 hours) at competitive prices.

Edlio

Los Angeles, CA

edlio.com


Lead Sponsor

L Squared Capital Partners

Investment Date

October 2016

Realized Date

October 2018

  • Founded in 2011 and based in Los Angeles, CA, Edlio is a leading provider of cloud-based software to the K-12 market. Built on a Software-as-a-Service platform, Edlio’s content management system facilitates connections and interaction among teachers, administrators, parents and students through a variety of different modules.

Engine Control Systems (ECS)

Ontario, Canada


Lead Sponsor

CapitalWorks

Investment Date

December 2005

Realized Date

September 2009

  • ECS was founded in Ontario, Canada in 1980 and is a manufacturer of technology-based emission control systems. It develops, manufactures and supplies a full range of custom-built technology-based and standard emission control products for original equipment, aftermarket and retrofit applications. The products are used for treating harmful exhaust emissions primarily in the heavy duty diesel market. ECS’ technology-based products change or modify the nature of the exhaust gases, thereby reducing hazardous elements rather than simply attenuating noise.

Evolution Capital Partners

Cleveland, Ohio

evolutioncp.com


Fund Type

Growth Equity

  • Evolution Capital Partners is a small business private equity fund investing growth equity nationwide in second stage companies generating annual free cash flow of at least $500,000. Evolution specializes in helping entrepreneurial businesses transform and scale their organization by providing the capital, management, infrastructure and other resources necessary to leverage the time and energy of the business owner. Evolution was founded in 2005 and is based in Cleveland, OH.

FineLine Technologies

Norcross, GA

finelinetech.com


Lead Sponsor

L Squared Capital Partners

Investment Date

November 2016

  • FineLine Technologies is a leading provider of data and RFID solutions to more than 220 global retailers and consumer brands and 30,000 manufacturers worldwide. FineLine’s FastTrak – a cloud-based, end-to-end client-facing technology platform – streamlines retail logistics between suppliers and retailers, providing speed and accuracy on complex orders with a fully integrated ordering, production and tracking experience.

Flight Options

Cleveland, OH

flightoptions.com


Lead Sponsor

Resilience Capital Partners

Investment Date

March 2008

  • Flight Options has earned a reputation as a leader and innovator in the private aviation industry. The Cleveland, Ohio-based company marked its 10th anniversary in 2008 and offers the complete spectrum of programs from fractional ownership to leasing, aircraft management, and JetPass Membership. Flight Options provides personalized service to over 1,400 Owners and Members, with a fleet of more than 110 luxury aircraft.

GEMCITY

Dayton, OH

gemcity.com


Lead Sponsor

CapitalWorks, LLC

Investment Date

November 2017

  • GEMCITY Engineering and Manufacturing specializes in manufacturing design-and-build and build-to-print custom equipment, contract manufacturing and high precision CNC machining. GEMCITY provides a broad spectrum of capabilities, technologies and methodologies in a LEAN manufacturing environment. GEMCITY differentiates itself in a wide variety of end markets by maintaining a highly technical culture that is a leader in developing complex products that require high levels of technical expertise. GEMCITY was founded in 1936 and is headquartered in Dayton, Ohio.

Global Thermoelectric

Calgary, Alberta

globalte.com


Lead Sponsor

Rockwood Equity Partners

Investment Date

August 2008

Realized Date

August 2014

  • Global is the leading designer and manufacturer of high reliability industrial remote power systems for pipeline, wellhead, telecommunications and remote monitoring and control applications. Technologies deployed include proprietary thermoelectric generators as well as solar and genset based cycle charging systems. Global's technology is also used in specialized military heating equipment.

Guardian Capital Partners

Wayne, PA

guardiancp.com


Fund Type

Middle Market Private Equity

  • Guardian Capital Partners is a private equity firm based in suburban Philadelphia that makes control investments in lower middle market private companies located primarily in the United States with annual revenues generally between $20 million and $100 million and EBITDA generally between $3 million and $9 million. Guardian is focused on and has expertise in three specific sectors: consumer products, niche manufacturing and specialty business services. We partner with management teams and provide business and liquidity solutions to sellers of family-owned businesses, businesses seeking a strong and supportive financial partner or non-core divisions of larger corporations.

H-D Advanced Manufacturing

Chicago, IL

oc-gear.com


Lead Sponsor

Weinberg Capital Group, The Riverside Company and Hicks Equity Partners

Investment Date

December 2012

  • Formed in December 2012, H-D Advanced Manufacturing (“H-D”) is a holding company formed by The Riverside Company, Hicks Equity Partners and Weinberg Capital Group to acquire operating companies in high-precision manufacturing.  To date, H-D has completed four acquisitions, including Overton Chicago Gear Corporation, a manufacturer of large, high-precision gears and gearboxes; Innovative Mechanical Solutions, a manufacturer of highly engineered, custom bearings for the directional drilling motor industry; Leading Edge Heat Treating Services, a provider of superior heat treating solutions; and Sungear, a manufacturer of loose gearing and gear assembly products utilized in aerospace applications.

Housatonic Partners

Boston, MA & San Francisco, CA

housatonicpartners.com


Fund Type

Middle Market Private Equity

  • Housatonic Partners is a private equity investment firm founded in 1994 with over $1 billion in capital under management. Housatonic invests in growing, profitable companies in the recurring services, media and communications industries. Housatonic has partnered with exceptional management teams in more than eighty small-to-midsized companies in these industries since 1994.

Hunt Engineering

Salem, OH

huntvalve.com


Lead Sponsor

May River Capital

Investment Date

November 2015

  • Hunt Engineering, based in Salem, Ohio, is a specialty valve engineering and manufacturing company with capabilities to serve the Navy market and the industrial primary metals and power generation markets.

    Hunt Engineering supports the requirements of ship yards, the United States Navy and Industrial Customers worldwide for valves, components, engineered solutions, specialized assembly and testing and valve troubleshooting.

Huron, Inc.

Lexington, MI

huroninc.com


Lead Sponsor

Seven Mile Capital Partners

Investment Date

August 2015

  • Huron, based in Lexington, MI, is a leader in the engineering and manufacturing of complex tubular assemblies and precision machined components for the North American automotive industry. The Company utilizes advanced technologies, vertically integrated processes, and state-of-the-art systems to engineer and manufacture critical engine and transmission components and assemblies for its original equipment manufacturer (OEM) customers. The Company is a leader in working with OEM's to deliver fuel-efficient powertrain technologies. The Company's product offering includes turbocharger coolant tubes, exhaust gas recirculation (EGR) tubes, engine coolant lines and oil handling tubes, in addition to transmission and axle vent solutions, valves and other precision machined components.

hyperWALLET

Vancouver, BC

hyperwallet.com


Lead Sponsor

Primus Capital

Investment Date

May 2014

Realized Date

November 2018

  • Founded in 2000, hyperWALLET (HW) provides easy to use, compliant and disruptively priced payment services connecting bank accounts, card accounts, mobile phones and cash outlets around the world. HW mainly serves B2C customers by offering solutions to connect corporations with global related party payees and provides corporations with efficient, transparent, local currency electronic payments at a significantly lower cost than current methods (money orders/checks).

IF&P Foods

Indianapolis, IN

indyfruit.com


Lead Sponsor

Rotunda Capital Partners

Investment Date

August 2017

  • IF&P Foods is a leading produce distributor in the Midwest. It serves as a critical link between over 7,500 customer locations and over 450 suppliers who rely on IF&P’s comprehensive range of products and highly dependable logistics and delivery capabilities. The company provides fresh and packaged produce varieties, as well as partially prepared meal components, to ​a variety of customer types including ​grocery stores, restaurants, schools and food management companies. 

Imperial Parking Corporation (ImPark)

Vancouver, Canada

impark.myparkingworld.com


Lead Sponsor

Gates Group Capital Partners

Investment Date

October 2006

Realized Date

October 2011

  • Headquartered in Vancouver, Canada, Impark is one of the largest parking management companies in North America and currently leases or manages in excess of 2,000 parking locations, consisting of more than 400,000 parking spaces, in over 25 markets throughout Canada and the United States. 

Kanopy

San Francisco, CA

kanopy.com


Lead Sponsor

L Squared Capital Partners

Investment Date

June 2018

  • Kanopy is a leading over-the-top (OTT) video-streaming distribution platform serving primarily academic institutions and public libraries. The Company provides faculty, students, and patrons of academic institutions and public libraries with an engaging, user-friendly platform for accessing over 30,000 highly curated films for entertainment, personal development, research, course work, and campus showings.

Kelso & Company

New York, NY

kelso.com


Fund Type

Private Equity

  • Kelso & Company has been investing in North American private equity for over 33 years. Kelso benefits from a successful investment track record, a long-tenured and stable investing team, a reputation as a preferred partner to management teams and strategics, and a significant alignment of interest with all of its partners. Since 1980, Kelso has raised a total of eight private equity funds, representing over $8 billion of outside LP capital, and has made over 110 investments.

    Kelso was founded by Louis Kelso, commonly referred to as the inventor of the Employee Stock Ownership Plan ("ESOP"). The tenets of the Kelso ESOP heritage, including a significant alignment of interest and history of partnership, remain key components of the firm's strategy and differentiation.

Kirtland Capital Partners

Cleveland, OH

kirtlandcapital.com


Fund Type

Lower Middle Market Private Equity

  • Founded in 1977, Kirtland Capital Partners (KCP) invests in value-added manufacturing, distribution and business-to-business service companies. Kirtland has a proven leadership team with extensive investment and operating experience and average 25 years of investment experience and 16 years with Kirtland. Kirtland has completed 24 platform acquisitions and 37 add-on acquisitions with superior investment returns. KCP invests in target companies with enterprise value typically between $20 and $75 million.

L Squared Capital Partners

Newport Beach, CA

lsquaredcap.com


Fund Type

Middle Market Private Equity

  • L Squared Capital Partners is a private investment firm based in Newport Beach, CA. L Squared makes long-term investments in leading growth companies in technology-enabled services, industrial technology and education sectors. A unique investor base of family offices enables the firm to focus on long-term value creation driven by revenue and earnings growth.

Learners Edge

Lakeville, MN

learnersedgeinc.com


Lead Sponsor

L Squared Capital Partners

Investment Date

September 2016

  • Based in Lakeville, MN, Learners Edge is a leading direct-to-teacher provider of online professional development, continuing education and master’s degree programs for K-12 teachers. Founded in 2002 by two middle-school geography teachers, the company was established with the mission to help teachers advance their classroom skills and careers, while also improving student learning. Co-founders Joe Cotter and Kyle Pederson started with innovative distance-learning courses, enabling teachers to secure their education and training whenever and wherever they preferred. As the distance learning model transitioned online, they invested heavily in an online platform that could deliver full course curriculum.

Lewellyn Technology

Linton, IN

lewellyn.com


Lead Sponsor

Evolution Capital Partners

Investment Date

August 2012

Realized Date

November 2017

  • Located in Linton, IN, Lewellyn Technology is an industry leader in Arc Flash Hazard Analysis (Incident Energy Analysis), Electrical Safety Training and Electrical Safety Policy Development. Using a seminar platform across the US to drive sales, the Company hosts or participates in over 25 arc flash and electrical safety awareness seminars a year to educate safety personnel on a variety of safety issues directly and indirectly impacted by a potential arc flash as defined by The National Fire Protection Agency’s (NFPA) national consensus standard for protecting employees from electrical hazards including arc flash and shock (70E). OSHA continues to increase compliance and associated fines. Lewellyn’s arc flash analyses are among the most thorough, comprehensive and results-oriented in the business and tend to drive the follow-up training business.

Linsalata Capital Partners

Cleveland, OH

linsalatacapital.com


Fund Type

Middle Market Private Equity

  • Linsalata Capital is a middle-market private equity firm based in Cleveland, OH.

    Linsalata was founded in 1984 and has done over 104 acquisitions, with combined transaction value exceeding $3 billion. Linsalata Capital Partners has raised more than $1.4 billion of equity over seven funds.

LNC Partners

Reston, VA

lnc-partners.com


Fund Type

Mezzanine

  • LNC Partners is a Northern Virginia based investment firm that provides debt and equity to support buyouts, acquisitions, recapitalizations and other ownership liquidity needs.

LTS Scale

Twinsburg, OH

ltsscale.com


Lead Sponsor

Partners Private Equity

Investment Date

May 2015

  • LTS, headquarterd in Twinsburg, OH, manufactures a wide variety of industrial scales and weighing systems. LTS specializes in mobile weighing systems mounted on fork lifts that are sold to LTL carriers. LTS was the first in its industry to receive certification for a lift truck scale.

M/G Transport

Ft. Mitchell, KY

mg-transport.com


Lead Sponsor

Auxo Investment Partners

Investment Date

November 2017

  • Founded in 1967, M/G is a leading dry barge transportation and logistics company. The Company specializes in the inland barge transportation industry, carrying over 5 million tons of product a year. 

May River Capital Fund

Chicago, IL

mayrivercapital.com


Fund Type

Middle Market Private Equity

  • Founded in 2012, May River Capital is a Chicago-based private equity investment firm focused on small, high-caliber, industrial growth businesses that have the potential to be transformed into larger, more valuable enterprises.

MCM Capital Partners

Cleveland, OH

mcmcapital.com


Fund Type

Lower Middle Market Private Equity

  • MCM Capital Partners is a microcap private equity firm focused on acquiring niche manufacturers, value added distributors and specialty service companies generating up to $75 million in annual revenues and having enterprise values up to $50 million.

MECA & Technology Machine Inc.

Green Bay, WI

mecagb.com


Lead Sponsor

May River Capital

Investment Date

August 2016

  • MECA is a manufacturer and engineering provider of tight tolerance machined components, such as carbon fiber, steel, stainless steel and aluminum cylinders, gears, composite flexographic plate and bridge sleeves, aluminum and carbon fiber anilox sleeves, and mechanically engraved cylinders for the industrial, packaging, flexographic printing, coating and converting industries.

Microf

Albany, GA

microf.com


Lead Sponsor

Rotunda Capital Partners

Investment Date

May 2015

  • Microf is an innovative consumer finance firm that provides rent-to-own (RTO) solutions for the residential HVAC industry. Microf’s unique solution addresses a lack of financing options for consumers that are challenged by a need to replace their HVAC system. Microf’s first-to-market RTO product provides unmatched flexibility to consumers through quick response times, flexible product offerings, specialized HVAC expertise and its proprietary relationships with Carrier-branded distributors and dealers across the United States.

MicroGroup

Medway, MA

microgroup.com


Lead Sponsor

Kirtland Capital Partners

Investment Date

June 2015

Realized Date

April 2017

  • MicroGroup, Inc., headquartered in Medway, MA, is a leading supplier of precision metal components and assemblies primarily for the medical device and diagnostic markets, with a unique focus on tubing-related products. The company’s customers include over half of the top 100 medical device companies and many of the leading diagnostic companies.

Microporous, LLC

Piney Flats, TN

microporous.net


Lead Sponsor

Seven Mile Capital Partners

Investment Date

January 2014

  • Microporous Products is a developer, manufacturer and marketer of high performance rubber, polyethylene (PE) and hybrid (e.g., rubber and PE) battery separators for flooded lead-acid batteries. Separators are a highly-engineered, mission critical component of lead-acid batteries. The Company is the largest independent producer of separators for deep-cycle flooded lead-acid batteries as well as a manufacturer of separators for motive, stationary and automotive flooded lead-acid batteries. Microporous has two plants: a plant in Piney Flats (TN) which manufactures rubber and PE separators, and a state-of-the-art PE separator plant in Feistritz, Austria.

    Its customers are manufacturers of lead-acid batteries for deep cycle, motive power, stationary and automotive applications. Primary applications for deep cycle batteries are golf carts, aerial work platforms and floor scrubbers; the primary application for motive power batteries are forklifts; and the primary application for stationary batteries is stand-by / back-up power for telecom, data centers, power plants and other sites.

Mutual Capital Partners


Fund Type

Venture Capital

  • Mutual Capital Partners is a Cleveland, OH based venture capital firm. The firm primarily seeks to invest in early stage or mid-stage companies that produce revenue in excess of $1 million located in the Midwest.

Neff Crane Rental

Cincinnati, OH

neffrental.com


Lead Sponsor

Odyssey Investment Partners

Investment Date

December 2005

Realized Date

June 2007

  • Neff Crane Rental is one of the nation's largest construction and industrial equipment rental companies. The company's primary focus is in ground-engaging equipment and its fleet includes the latest earthmoving equipment, compressors, generators and lifts from leading manufacturers. The company operates through its network of branches located in the following five geographic regions: Florida, Southeastern, Mid-Atlantic, Central and Western.

Netchex

Mandeville, LA

netchexonline.com


Lead Sponsor

Primus Capital

Investment Date

March 2015

  • Netchex, headquartered in Mandeville, LA, is a provider of cloud-based payroll, human resources and benefits software. Netchex uses a SaaS-based platform to create tools used for recruiting staff, managing paperless onboarding procedures, tracking labor costs and managing benefits, payroll and tax.

New Harbor Capital

Chicago, IL

newharborcap.com


Fund Type

Middle Market Private Equity

  • New Harbor Capital is a Chicago, IL based private equity firm with over 20 years of experience investing in growth oriented business services, healthcare and education companies. New Harbor partners with strong management teams to systematically enable accelerated growth in value creation. New Harbor seeks to invest between $10 million and $30 million in companies with EBITDA between $3 million to $12 million. New Harbor seeks to make majority investments, select minority or other customized structures. 

Nivel

Jacksonville, FL

nivelparts.com


Lead Sponsor

Kelso & Co.

Investment Date

January 2012

  • Nivel Parts & Manufacturing, LLC is a national supplier of aftermarket parts and accessories to the large and growing golf car market.

Norcross Safety Products

Oak Brook, IL


Lead Sponsor

Odyssey Investment Partners

Investment Date

February 2006

Realized Date

May 2008

  • Based in Oak Brook, IL, Norcross is a manufacturer of personal protective equipment, providing integrated head-to-toe protective equipment solutions. The company is a recognized leader in a number of market segments and has one of the industry's most extensive distribution networks with more than 2,500 distributors. 

Odyssey Investment Partners

New York, NY

odysseyinvestment.com


Fund Type

Private Equity

  • Odyssey Investment Partners is a private equity firm that was founded in 1997 and based in New York, NY. Odyssey makes majority, control investments in established middle-market companies in a variety of industries.

Oracle Elevator

Columbus, OH

oracleelevator.com


Lead Sponsor

L Squared Capital Partners

Investment Date

May 2017

  • Oracle Elevator is the leading independent non-union provider of elevator maintenance, repair, and modernization services across all major brands of equipment.  The Company was founded in 2004 and currently operates 22 branch locations across 13 states.

Pacific Bag

Seattle, WA

pacificbag.com


Lead Sponsor

Bratenahl Capital Partners

Investment Date

July 2006

Realized Date

August 2010

  • Pacific Bag is a provider of packaging materials and equipment. The Company offers stock and custom printed flexible packages, such as rollstock laminations, gusseted bags, stand-up pouches, one-way valves for coffee packaging, specialty tins and more.

Phoenix Capital Partners

Dallas, TX

pcpre.com


Fund Type

Real Estate

  • Phoenix Capital Partners is an innovative private equity real estate firm focused on providing capital to operators and developers for middle-market investments in dynamic, supply-constrained submarkets throughout the United States. The firm was founded in 1996 and is comprised of a veteran team of highly experienced real estate professionals who have allocated more than $700 million in invested equity representing assets totaling $4 billion.

Polypore International

Charlotte, NC

polypore.com


Lead Sponsor

Warburg Pincus

Investment Date

March 2006

Realized Date

May 2011

  • Polypore is a developer, manufacturer and marketer of polymer-based microporous membranes used in separation and filtration processes. The company’s energy storage segment engages in developing, manufacturing and marketing polypropylene monolayer and multilayer membrane separators for lithium batteries that are used in consumer electronic devices, such as mobile phones, portable audio/visual devices, laptop computers, cameras and power tools. Its separation media segment provides membranes and modules which are used in healthcare, industrial and specialty filtration applications.

Primus Capital

Cleveland, OH

primuscapital.com


Fund Type

Growth-Oriented Private Equity

  • Primus Capital is a private equity firm based in Cleveland, OH that invests in growth companies in the healthcare, software, technology-enabled services and education industries. Primus pursues the following types of transactions:buyouts, control and minority recapitalizations, secondary share purchases and expansion financings.

Pro Mach

Cincinnati, OH

promachbuilt.com


Lead Sponsor

Odyssey Investment Partners

Investment Date

December 2005

Realized Date

July 2011

  • Pro Mach is a provider of integrated packaging and processing products and solutions for food, beverage, consumer goods, pharmaceutical, and other diverse companies. Through multiple brands, Pro Mach provides product packaging and processing equipment, PMMI certified trainers, installation, parts, and service in Bottling & Capping, Primary Packaging, Flexible Packaging, Material Handling, Identification & Tracking, and End of Line Packaging.

    Pro Mach has a diverse customer base, from Fortune 500 companies to smaller, privately-held businesses worldwide, which depend on reliable, flexible, technologically advanced equipment and integrated solutions. Pro Mach is headquartered near Cincinnati, Ohio, with manufacturing facilities and offices throughout the United States, Canada, and Europe.

Radix Wire

Cleveland, OH

radix-wire.com


Lead Sponsor

Hunter Valley Company

Investment Date

February 2013

Realized Date

November 2018

  • Radix is a manufacturer of electrical wire and cable for high temperature applications. The Company’s products are used in aerospace, automotive, metallurgy, consumer appliances and manufacturing industries.

Ranpak Corp.

Concord, OH

ranpak.com


Lead Sponsor

Odyssey Investment Partners

Investment Date

December 2007

Realized Date

October 2014

  • Ranpak is a leading manufacturer of in-the-box paper protective packaging systems and materials in North America, Europe and the Pacific Rim. The Company's patented Padpak and Fillpak converters utilize multi-ply roll or single-ply fanfold kraft paper to create on-demand packaging material. Ranpak's customers are typically OEM's and distributors operating in a wide array of industries, including industrial, automotive, medical, consumer products and technology. In addition to its headquarters, Ranpak operates four manufacturing facilities located in Nevada, Kansas, the Czech Republic and the Netherlands.

Resilience Capital Partners

Cleveland, OH

resiliencecapital.com


Fund Type

Middle Market Private Equity

  • Resilience Capital Partners is a private equity firm based in Cleveland, OH that invests in niche-oriented manufacturing and business-service companies located in  the U.S with sustainable market positions and a clear path to cash-flow improvement.

Rockwood Equity Partners

Cleveland, OH

rockwoodequity.com


Fund Type

Middle Market Private Equity

  • Rockwood Equity Partners is a private equity firm based in Cleveland, OH focused on investing in niche manufacturing companies, value-added distributors and business service companies based in North America. Rockwood was founded in 1999 and typically invests in lower middle market companies with revenues between $10-70 million.

Seacoast Capital

Danvers, MA and San Francisco, CA

seacoastcapital.com


Fund Type

Mezzanine

  • Seacoast Capital invests mezzanine and equity capital in small, growing companies led by strong, entrepreneurial management teams. Seacoast invests in high quality U.S. businesses that are market leaders in industrial sectors of manufacturing, distribution, business services and industrial technologies. Seacoast looks for companies in growing or fragmented industries with revenues in excess of $10 million and operating earnings in excess of $2 million. Seacoast has a particular interest in companies located in underserved urban and rural markets. In all cases, Seacoast partner with managers who have proven track records and significant equity stakes. Seacoast Capital is based in Danvers, MA and San Francisco, CA.

Selmet, Inc.

Albany, OR

selmetinc.com


Lead Sponsor

Blue Point Capital Partners

Investment Date

November 2011

Realized Date

August 2018

  • Selmet Inc. is a worldwide leader in the manufacturing of titanium castings and machined parts for the aerospace industry.

Stancor Pumps

Monroe, CT

stancorpumps.com


Lead Sponsor

Knox Capital

Investment Date

September 2014

  • Stancor Pumps Inc., headquartered in Monroe, CT, is a manufacturer of electric submersible pump systems, as well as related controls, accessories and parts. Stancor primarily serves the mining market and other general industrial and commercial markets (e.g. environmental, construction, wastewater and utility). Its products are designed to perform under heavy-duty conditions and transfer water without ejecting harmful substances into surrounding environment (e.g. sewers, rivers). Stancor was founded in 1985 when the current Owners of the business joined together and purchased the submersible pump business of their former Swedish-based employer, Alimak Corp.

Sun America

Alliance, OH

sun-america.com


Lead Sponsor

Hunter Valley Corporation

Investment Date

March 2015

  • Sun America, headquartered in Alliance, OH,  is a leading manufacturer of specialty baking cups and thermoformed plastic trays, primarily for commercial bakeries, branded food product companies, supermarkets, foodservice distributors, and retail foodservice providers. Sun America’s products are manufactured with a high degree of precision as their functionality is critical to their customers’ automated production lines.

Teaching Strategies, LLC

Bethesda, MD

teachingstrategies.com


Lead Sponsor

L Squared Capital Partners

Investment Date

October 2014

Realized Date

May 2018

  • Teaching Strategies is the provider of early childhood educational resources, including curriculum and web-based assessment products. The Company offers the industry’s widest selection of research-based, developmentally appropriate instruction and assessment products to the growing early childhood market. Teaching Strategies serves over 20,000 early childhood educators globally.

The Riverside Company

Cleveland, OH and New York, NY

riversidecompany.com


Fund Type

Middle Market Private Equity

  • The Riverside Company is a global private equity firm based in Cleveland, OH focused on investing in and acquiring growing businesses valued at up to $250 million. Riverside invests in companies with the goal of building them into more effective enterprises through management techniques, organic growth and add-on acquisitions.

TRP Energy, LLC

Houston, TX

trpenergy.com


Lead Sponsor

Trilantic Capital Partners

Investment Date

May 2015

  • TRP is a Houston-based oil and gas company focused on identifying, acquiring and developing non-operated working interest positions across the United States.  TRP plans to build a portfolio of non-operated positions across the premier basins by partnering with proven operators.  TRP will target high-quality oil and gas assets with well control that offer significant undeveloped upside.

United Scope

Irvine, CA

unitedscope.com


Lead Sponsor

L Squared Capital Partners

Investment Date

November 2017

  • United Scope is a global provider of microscopy and optical solutions to a diverse range of end markets including the education sector, life sciences and other scientific research fields, and various industrial applications.

United Site Services

Westborough, MA

unitedsiteservices.com


Lead Sponsor

Odyssey Investment Partners

Investment Date

June 2003

Realized Date

June 2006

  • Provider of portable and temporary restroom services in the United States. The Company additionally offers temporary power, storage and fence, sweeping services and portable hand washing services.

Virtium

Rancho Santa Margarita, CA

virtium.com


Lead Sponsor

L Squared Capital Partners

Investment Date

August 2015

  • Virtium is a leading provider of customized, ruggedized, and highly engineered industrial memory and embedded solid state drive (SSD) products to the industrial market. In recent years, the Company has experienced significant growth as a result of increasing demand for highly customized memory and storage products.

W&W Dairy

Monroe, WI

wwdairy.com


Lead Sponsor

Main Street Capital

Investment Date

April 2018

  • W&W Dairy was founded in 2005 and is a private-label, Hispanic cheese manufacturer located in Monroe, WI.  They primarily sell to distributors, who then sell to grocers and restaurants around the country. 

Warburg Pincus

New York, NY

warburgpincus.com


Fund Type

Large Private Equity

  • Warburg Pincus is a private equity firm located in New York, NY with investments focused on all stages of companies from start-ups and later stage to recapilizations and large scale buy-outs. Warburg Pincus typically invests in the following industries: energy, healthcare, telecom, media, real estate, technology, consumer, industrial and financial services.

Wedgewood Pharmacy

Swedesboro, NJ

wedgewoodpetrx.com


Lead Sponsor

New Harbor Capital

Investment Date

June 2016

  • Wedgewood provides compounded medications to over 100,000 pet owners through more than 36,000 veterinarian customer relationships across the country. The company offers preparations for the companion animal, equine and specialty ophthalmology markets.  Wedgewood’s leading market position is driven by their commitment to quality and customer service, and unmatched regulatory compliance.