Charlesbank Capital Partners

Charlesbank Capital Partners, LLC is a private equity firm based in Boston, Massachusetts, with an additional office in New York. Founded in 1998, the firm specializes in investing in mature middle-market companies across various sectors, including healthcare, life sciences, technology, consumer products, and financial services. Charlesbank focuses on partnering with strong management teams to facilitate growth through strategies such as management-led buyouts, industry consolidation, and turnaround capital. The firm typically invests between $20 million and $150 million per transaction, targeting companies with enterprise values between $50 million and $1.5 billion and EBITDA between $15 million and $75 million. With a preference for both majority and minority stakes, Charlesbank generally takes a board seat in its portfolio companies and aims to hold investments for five to seven years, seeking exits through initial public offerings, strategic sales, or sales to other private equity firms. The firm also actively pursues opportunities in Europe, particularly in emerging markets, as well as in North America, focusing on the United States and Canada.

Drew V. Appleman

Vice President

Aaron Barasz

Principal

Joshua Beer

Managing Director

Joseph Braun

Associate

Ryan Carroll

Managing Director

Danielle M. Cosentino

Senior Vice President

Kim G. Davis

Managing Director and Founding Partner

Sandor Hau

Managing Director

Matthew Jacobson

Managing Director

Bhuvan Jain

Senior Vice President

Andrew S. Janower

Managing Director

David Katz

Managing Director

Dhruva Kaul

Principal

Dhruva C. Kaul

Principal

Joshua A. Klevens

Managing Director and COO

Lilly Krahmer

Analyst

Matthew Midera

Principal

William C. Newberry

Vice President

Jared S. Pomerance

Principal

William J. Reilly

Principal

Caitlin E. Riederer

Senior Vice President

Nicholas K. Rolfes

Senior Vice President

Giacomo Sonnino

Advisory Director

Caelin K. Tran

Vice President

Kevin Whelan

CFO

Carolyn Wintner

Managing Director and Head of Capital Markets

Lewin Xue

Vice President

54 past transactions

IMPLAN Group

Acquisition in 2024
IMPLAN Group, LLC specializes in providing software tools and region-specific economic data to assist organizations in analyzing the intricacies of local, state, and national economies. Founded in 1993 and based in Huntersville, North Carolina, with additional facilities in Davidson, the company offers IMPLAN Software, a comprehensive economic assessment package that generates detailed economic profiles down to the ZIP code level across the U.S. and approximately 40 OECD countries. This software enables users to create multi-regional social accounting matrices and multiplier models, facilitating in-depth economic analysis for a diverse clientele that includes government agencies, academic institutions, non-profit organizations, and private corporations. Additionally, IMPLAN Group provides extensive support and training options, ensuring clients can effectively utilize their tools for decision-making related to economic incentives, investment analysis, and policy development. The company, previously known as Minnesota IMPLAN Group, Inc., rebranded to IMPLAN Group, LLC in July 2013.

CCMC

Private Equity Round in 2024
CCMC is a management consulting company that offers lifestyle services, district management, and commercial management services.

Front Row

Private Equity Round in 2024
Front Row Group is an e-commerce agency and accelerator that specializes in the beauty, health, wellness, and consumer brands sectors. The company provides a range of services including digital marketing, content creation, e-commerce management, and market distribution solutions. By focusing on these specific markets, Front Row aims to enhance brand visibility and facilitate growth for its clients through effective online strategies and management practices.

Cyberbit

Private Equity Round in 2024
Cyberbit Ltd. is a developer of cloud-based software solutions that focus on cyber security training and simulation. Founded in 2015 and headquartered in Ra'anana, Israel, with additional offices in several global cities, the company enables cyber security teams to prepare for real-world cyber threats through immersive training environments. Its platform allows users to experience realistic cyber attacks, providing access to authentic networks and commercially licensed security tools. Cyberbit's offerings include a range of simulation-based exercises tailored for practitioners, managers, and students, enhancing skills through practical scenarios such as firewall practices against ransomware attacks. By bridging experience gaps and building proficiency, Cyberbit empowers teams to confidently respond to cyber threats, ultimately maximizing the effectiveness of security operations.

Aprio

Private Equity Round in 2024
Since 1952, clients throughout the U.S. and across more than 50 countries have trusted Aprio for guidance on how to achieve what’s next. As a premier business advisory and full-service CPA firm, Aprio delivers advisory, assurance, tax, outsourcing, staffing and private client services to build value, drive growth, manage risk and protect wealth. With proven expertise and genuine care, Aprio serves individuals and businesses, from promising startups to market leaders alike.

Aptean

Private Equity Round in 2024
Aptean is a provider of industry-specific enterprise software solutions, focusing primarily on enterprise resource planning (ERP) systems. The company develops software designed to assist manufacturers and distributors in optimizing their operations and enhancing productivity. Aptean's solutions encompass a wide range of business functions, including resource management, transportation and warehouse operations, compliance, manufacturing execution, and product life cycle management. By streamlining these critical processes, Aptean aims to support businesses in effectively managing their resources and achieving sustainable growth.

Quorum Cyber Security

Private Equity Round in 2024
Quorum Cyber Security Limited is a cybersecurity firm based in Edinburgh, United Kingdom, founded in 2015. The company specializes in providing a comprehensive range of professional and managed security services designed to protect organizations from cyber threats. Its offerings include penetration testing, vulnerability management, cyber health checks, source code and DevOps security, compromise assessments, forensics, security awareness training, and regulatory compliance. Additionally, Quorum Cyber provides managed detection and response services, risk assessment, cloud advisory services, and phishing protection to help clients effectively manage their cyber risk exposure. Through its expertise and advanced technology, the company aims to enhance clients' resilience to cyber incidents and ensure measurable returns on their security investments.

EverDriven

Acquisition in 2024
EverDriven is a specialized transportation company founded in 2005 that focuses on meeting the student transportation needs of school districts. The company provides alternative transportation solutions for various student populations, including special education, homeless, and foster students, ensuring equal opportunities and mobility. Utilizing a proprietary technology-enabled platform, EverDriven offers a diverse fleet of vehicles, including SUVs, wheelchair-accessible vans, minivans, and sedans. All vehicles comply with federal, state, and local transportation regulations, allowing EverDriven to optimize transportation services for school districts across the United States.

Perspective Financial Group

Private Equity Round in 2024
Perspective Financial Group Provider of financial advice services that address personal service, investment, retirement planning, wealth preservation, pensions, and other needs.

Rise Growth Partners

Private Equity Round in 2024
Rise Growth Partners, founded in 2023 and based in Austin, Texas, is a consultancy firm that specializes in providing operational, development, and compliance consulting services. The firm caters primarily to registered investment advisors, offering a range of support that includes recruitment, mergers and acquisitions, operational scaling, leadership development, and exit planning. Additionally, Rise Growth Partners focuses on organic growth initiatives and investment support, positioning itself as a comprehensive partner for advisory firms looking to enhance their operations and strategic direction.

Searchlight Cyber

Private Equity Round in 2024
Searchlight Cyber is a company that specializes in providing actionable dark web threat intelligence to help organizations identify and mitigate criminal activities. Founded in 2017, it has played a significant role in some of the largest dark web investigations globally, leveraging a comprehensive dataset derived from proprietary techniques and advanced academic research. The company's platform is designed for government agencies, law enforcement, enterprises, and managed security service providers, offering insights into the hidden aspects of the dark web. By indexing and storing darknet content, monitoring traffic, and identifying sensitive documents without directly scanning original content, Searchlight Cyber aims to protect society from the threats posed by criminal activities in the dark web.

Petra Funds Group

Private Equity Round in 2023
Petra Funds Group specializes in fund administration and related services for private investment firms, including private equity, venture capital, and private debt funds. The company delivers a range of comprehensive solutions that encompass regulatory compliance, operational support, and advisory services for fund launches. Additionally, Petra Funds Group offers specific services tailored to general partners and management companies, as well as expertise in environmental, social, and governance (ESG) matters. By focusing on the unique needs of private investment firms, Petra Funds Group aims to enhance operational efficiency and compliance for its clients.

Learfield

Private Equity Round in 2023
Learfield is a prominent player in the college athletics sector, with a history spanning over four decades. The company manages multimedia and sponsorship rights for nearly 130 collegiate institutions, conferences, and arenas, supporting athletic departments at various competitive levels. As the title sponsor of the Learfield Directors’ Cup, it underscores its commitment to enhancing collegiate sports. Learfield offers a wide range of services to its partners, including professional concessions, ticket sales, branding, licensing and trademark consulting, as well as digital and social media expertise. Additionally, the company aids in campuswide business and sponsorship development and provides advanced venue and technology systems through its affiliated companies.

World Insurance Associates

Private Equity Round in 2023
World Insurance Associates LLC is an insurance brokerage firm based in Tinton Falls, New Jersey, founded in 2011. The company provides a wide range of insurance and risk management services for both individuals and businesses across the United States. Its offerings include various property and casualty coverages such as personal auto, homeowners, commercial auto, general liability, workers' compensation, and more specialized policies tailored to sectors like transportation, hospitality, construction, and law. World Insurance Associates is committed to delivering cost-effective insurance solutions and risk management strategies, serving a diverse client base that includes restaurants, hotels, contractors, manufacturers, and nonprofit organizations. The firm operates in all 50 states, ensuring broad accessibility to its services.

Salus GRC

Private Equity Round in 2023
Salus GRC is a company that specializes in governance, risk, and compliance services tailored for private fund managers, registered investment advisers, CFTC-registered managers, and broker-dealers. The firm provides a range of services, including regulatory registration, initial and annual regulatory filing support, and compliance program operations support. Additionally, Salus GRC offers outsourced compliance task support and other related services, ensuring that clients meet their regulatory obligations effectively and efficiently. By focusing on the specific needs of the financial sector, Salus GRC aims to enhance compliance and reduce risks for its clients.

ImageQuix

Acquisition in 2022
ImageQuix, Inc. is a software company based in Greenville, South Carolina, that specializes in providing workflow and e-commerce solutions tailored for professional photographers. Founded in 1997, ImageQuix has established itself as a leading provider of end-to-end services in the high-volume photography sector. With over two decades of experience, the company focuses on meeting the specific needs of photography studios, facilitating efficient management of their operations and enhancing their online sales capabilities.

Accordion

Secondary Market in 2022
Accordion Partners LLC is a financial and technology consulting firm founded in 2009 and headquartered in New York, with additional offices in San Francisco, Boston, Charlotte, and Dallas. The company specializes in providing a range of consulting services to private equity clients, covering various aspects of the CFO function across the investment lifecycle. Their offerings include operational and technical accounting, strategic financial planning and analysis, transaction execution, public company readiness, and interim leadership. Accordion also focuses on data and analytics, enabling clients to derive insights from their data for informed decision-making. The firm serves diverse industries, including business services, consumer and retail, energy services, financial services, healthcare, industrials, media, and technology.

Titan Cloud Software

Acquisition in 2022
Titan Cloud Software provides industry-leading solutions for environmental compliance, fuel asset management, and facility optimization to the fuel industry, so that clients can effectively manage risk and run efficient, profitable businesses.

Titan Cloud Software

Private Equity Round in 2022
Titan Cloud Software provides industry-leading solutions for environmental compliance, fuel asset management, and facility optimization to the fuel industry, so that clients can effectively manage risk and run efficient, profitable businesses.

Action Behavior Centers

Acquisition in 2022
Action Behavior Centers LLC is a provider of applied behavior analysis (ABA) therapy services, specifically designed for children on the autism spectrum. Established in 2016 and headquartered in Spring, Texas, the company focuses on delivering center-based therapy for children who are on the moderate to severe end of the autism spectrum. Their therapeutic approach emphasizes improving adaptive living skills, receptive language, expressive language, and social skills. By tailoring their services to meet the unique needs of each child, Action Behavior Centers aims to enhance the quality of life for autistic children and support them in reaching their full potential.

Palladius

Series A in 2022
Palladius is an innovative real estate investment management organization focused on investing capital on behalf of institutional investors.

Bridgepointe Technologies

Private Equity Round in 2022
Bridgepointe Technologies is a technology advisory firm that specializes in helping mid-market and enterprise clients align their technological investments with their business objectives. The firm provides a range of services, including unified communication as a service, data center solutions, cloud services, and both internet and private networking. By offering strategic guidance, Bridgepointe enables organizations to make informed decisions about the technology and services that best meet their needs.

MDVIP

Acquisition in 2021
MDVIP Inc. is a healthcare organization founded in 2000 and headquartered in Boca Raton, Florida, that focuses on delivering personalized healthcare services through a membership-based model. By allowing primary care physicians to limit their practices to 600 patients, MDVIP enables a more individualized approach to healthcare, emphasizing preventive care and wellness. Members benefit from one-on-one coaching and support from MDVIP-affiliated doctors, who are equipped with resources to enhance their practice and improve patient care. The company's model seeks to address the challenges of traditional healthcare systems, such as long wait times and overextended physicians, thereby fostering better health outcomes for its members.

Empire Today

Acquisition in 2021
Empire Today, LLC is a leading in-home sales company specializing in installed flooring treatment products for residential and business customers across the United States. Founded in 1959 and based in Northlake, Illinois, the company provides a wide range of products, including carpet, hardwood, laminate, luxury vinyl, vinyl, tile, and window treatments. Empire Today operates through a shop-at-home model, allowing customers to receive personalized consultations and product selections in the comfort of their own homes. With a presence in 68 markets, including many of the largest metropolitan areas, Empire Today aims to simplify the flooring purchasing experience for consumers, promoting its services under the motto “Flooring Made Easy.” Formerly known as Empire Home Services, LLC, the company rebranded in 2007, reflecting its focus on providing convenient and comprehensive flooring solutions.

symplr

Private Equity Round in 2021
Symplr is a provider of healthcare governance, risk, and compliance solutions and services.

Lido Advisors

Private Equity Round in 2021
Lido Advisors, LLC is an employee-owned investment management firm founded in 2001 and headquartered in Beverly Hills, California. The company specializes in providing wealth management and philanthropy advisory services primarily to high-net-worth individuals and families, as well as to charitable organizations and various institutional clients. Lido Advisors focuses on delivering comprehensive wealth planning solutions, which include alternative investment strategies, portfolio management, and volatility management aimed at achieving long-term growth and stable cash flow for its clients. In addition to its headquarters, Lido Advisors has multiple offices across the United States, including locations in Texas, California, Colorado, Florida, Georgia, Illinois, Washington, Arizona, Maryland, and New York. The firm operates as a subsidiary of Lido Advisors Holdings, LLC.

Fortra

Private Equity Round in 2021
Fortra is a company that specializes in IT management and security solutions. It offers a range of services including infrastructure protection, data security, automation, and specific solutions for IBM i systems. The company develops software that automates business and IT processes, focusing on managing repetitive tasks and centralized job scheduling through robotic process automation. Additionally, Fortra provides document management software that enables businesses to transition to paperless operations by digitally managing the entire lifecycle of documents and data. This comprehensive approach aims to enhance operational efficiency, minimize downtime, and streamline essential IT and business processes. Fortra also offers managed services, consulting, product services, and training to support its clients in maximizing the benefits of its solutions.

Eat Just

Venture Round in 2021
Eat Just offers a plant-based egg substitute intended to provide healthy and nutritional food alternatives. It applies innovative science and technology to create healthier, more sustainable foods the key ingredient is protein from the mung bean and it is cholesterol-free, non-GMO, and packed with as much protein as many animal proteins and while it cooks and tastes like eggs. Its ingredients use less water and less land, and emit less CO2e than conventional animal sources, enabling customers to prepare their food items with the required nutrients and protein of an egg. It was founded by Josh Balk and Josh Tetrick in San Francisco, California in 2011.

Ivanti

Private Equity Round in 2021
Ivanti is a software company that specializes in IT management solutions, focusing on automating IT and security operations to enhance service delivery and reduce risks for organizations. It provides a comprehensive platform for managing IT assets across various environments, including on-premises, cloud, and edge locations. Ivanti's offerings include system lifecycle management, endpoint security, and IT service management, which empower businesses to streamline service management processes, gain real-time visibility into their infrastructure, and optimize interactions among people, processes, and technology. The company also supports organizations in leveraging modern technology across supply chains and warehouses, improving operational efficiency without necessitating modifications to existing backend systems.

Healthcare Fraud Shield

Private Equity Round in 2021
Healthcare Fraud Shield specializes in developing advanced software solutions aimed at detecting fraud, waste, and abuse (FWA) in the healthcare sector. With over fifteen years of experience in the financial services industry, the company has introduced a suite of innovative products designed to reduce costs and improve payment integrity. Its flagship offerings include PreShield, a pre-payment solution that addresses long-standing demands in healthcare, and PostShield, a comprehensive post-payment system. Both platforms utilize cutting-edge technology, including proprietary data, artificial intelligence, and sophisticated algorithms, to enhance the effectiveness of FWA detection. Additionally, Healthcare Fraud Shield supports these solutions with CaseShield, a fully integrated case management system that can be used independently or in conjunction with the other products. Collectively, these tools aim to significantly lower healthcare costs and enhance return on investment for clients.

American Residential Services

Private Equity Round in 2020
American Residential Services LLC, operating under the name ARS/Rescue Rooter, is a provider of comprehensive heating, ventilation, air conditioning (HVAC), and plumbing services for residential and light commercial clients across the United States. Established in 1975 and headquartered in Memphis, Tennessee, the company specializes in a wide array of services, including air conditioning and heating installation, repair, and maintenance, as well as plumbing installation and repair, drain cleaning, and sewer line services. Additionally, ARS offers duct cleaning, indoor air quality systems, attic insulation, and ventilation services. The company's product offerings encompass geothermal systems, heat pumps, and advanced home automation devices. By delivering a diverse range of services and solutions, American Residential Services aims to meet the needs of its clients efficiently and affordably.

Aptean

Private Equity Round in 2020
Aptean is a provider of industry-specific enterprise software solutions, focusing primarily on enterprise resource planning (ERP) systems. The company develops software designed to assist manufacturers and distributors in optimizing their operations and enhancing productivity. Aptean's solutions encompass a wide range of business functions, including resource management, transportation and warehouse operations, compliance, manufacturing execution, and product life cycle management. By streamlining these critical processes, Aptean aims to support businesses in effectively managing their resources and achieving sustainable growth.

Cyberbit

Venture Round in 2020
Cyberbit Ltd. is a developer of cloud-based software solutions that focus on cyber security training and simulation. Founded in 2015 and headquartered in Ra'anana, Israel, with additional offices in several global cities, the company enables cyber security teams to prepare for real-world cyber threats through immersive training environments. Its platform allows users to experience realistic cyber attacks, providing access to authentic networks and commercially licensed security tools. Cyberbit's offerings include a range of simulation-based exercises tailored for practitioners, managers, and students, enhancing skills through practical scenarios such as firewall practices against ransomware attacks. By bridging experience gaps and building proficiency, Cyberbit empowers teams to confidently respond to cyber threats, ultimately maximizing the effectiveness of security operations.

News America Marketing

Acquisition in 2020
News America Marketing is the nation's leading single-source marketing services company, with a broad portfolio of in-store, home-delivered and online media.

World Insurance Associates

Acquisition in 2020
World Insurance Associates LLC is an insurance brokerage firm based in Tinton Falls, New Jersey, founded in 2011. The company provides a wide range of insurance and risk management services for both individuals and businesses across the United States. Its offerings include various property and casualty coverages such as personal auto, homeowners, commercial auto, general liability, workers' compensation, and more specialized policies tailored to sectors like transportation, hospitality, construction, and law. World Insurance Associates is committed to delivering cost-effective insurance solutions and risk management strategies, serving a diverse client base that includes restaurants, hotels, contractors, manufacturers, and nonprofit organizations. The firm operates in all 50 states, ensuring broad accessibility to its services.

Ensono

Acquisition in 2020
Ensono, LP is a managed information technology services provider that specializes in optimizing and modernizing mainframes, infrastructure, and cloud solutions for large enterprises. Founded in 1947 and headquartered in Downers Grove, Illinois, the company offers a comprehensive range of services including mainframe and midrange support, infrastructure management, cloud services, and a proprietary IT management platform known as Ensono M.O. By leveraging hybrid IT frameworks, Ensono assists IT leaders in transforming their organizations and achieving strategic business outcomes. With a team of nearly 2,000 associates globally, Ensono has established itself as a recognized expert in cloud services, holding certifications and accolades from major cloud providers.

DoiT

Series A in 2019
DoiT International is a technology company based in Tel Aviv-Yafo, Israel, founded in 2009, that specializes in providing technical support and consulting services for cloud-driven organizations. The company helps clients harness public cloud solutions to facilitate business growth, delivering expertise in cloud consulting, engineering, cost optimization, data and machine intelligence, and analytics. DoiT utilizes major cloud platforms, including Google Cloud, AWS, and Microsoft Azure, to offer its services, which include a FinOps Certified platform for managing cloud expenditures and access to volume pricing. With a global team of cloud experts, DoiT supports a diverse clientele across industries such as digital media, fintech, gaming, and technology, serving over 3,800 customers across more than 70 countries. The company is recognized as a strategic partner and reseller of leading cloud service providers, consistently earning accolades for its performance and expertise in optimizing cloud architecture and enhancing operational efficiency.

WolfePak Software

Acquisition in 2019
WolfePak Software, LLC, founded in 1986 and based in Abilene, Texas, develops financial and accounting software solutions specifically tailored for the oil and gas industry, both domestically and internationally. The company offers a comprehensive suite of software packages that include essential features such as general ledgers, accounts payable and receivable, joint interest billings, payroll, and bank reconciliation, among others. Additionally, WolfePak provides services like software conversion, technical support, training, and managed IT solutions. The company's offerings cater to a diverse clientele, including exploration and production operators, midstream purchasers, investors, and service companies. Over the years, WolfePak has successfully transitioned numerous clients from outdated legacy systems and complex proprietary platforms, enabling them to achieve more efficient accounting and reporting processes.

Fortra

Private Equity Round in 2019
HelpSystems provides a holistic set of cybersecurity tools and solutions for customers. HelpSystems has Security Operations Centers (SOCs) around the global providing managed detection & response, data loss prevention, and digital risk protection. Moreover, HelpSystems provides products in secured file transfer, vulnerability management and scanning, red teaming, penetration testing, data loss prevention, data classification, secure email gateway, brand protection, DMARC, digital rights management, secure configuration management, file integrity monitoring, automated remediation, identity and access management, robotic process automation, workload management, and Power Server/IBMi security, monitoring, and automation.

Park Place Technologies

Acquisition in 2019
Park Place Technologies, LLC is a provider of third-party hardware maintenance and support services for information technology (IT) data centers. Founded in 1991 and based in Cleveland, Ohio, the company specializes in maintenance for storage, servers, and networking equipment, offering a range of services including hardware monitoring, data center relocation, hardware disposal, and upgrades. Its automated monitoring platform, ParkView, enhances service delivery by integrating 24/7 global customer support and advanced engineering, enabling immediate responses to maintenance needs. Park Place Technologies serves a diverse clientele, including government, education, healthcare institutions, cloud service providers, and IT companies. The company has established a global presence with offices in multiple countries, including the United Kingdom, Uruguay, Singapore, Canada, and various locations throughout Europe, Asia, and the Americas.

Varsity Brands

Private Equity Round in 2018
Varsity Brands is a prominent organization focused on enhancing the student experience in sports, spirit, and achievement. It operates through various divisions, including Varsity Spirit, which leads in cheerleading and dance team apparel, educational camps, clinics, and competitions, influencing over a million athletes annually. Established in 1974, Varsity Spirit is renowned for its innovative uniform designs and commitment to safety and well-being in youth sports. Additionally, Varsity Brands provides team athletic gear through BSN Sports and celebrates student milestones with graduation products from Herff Jones. The company's mission emphasizes empowering young people by fostering participation, recognizing achievements, and promoting community and school spirit. Through its IMPACT Program, Varsity Brands collaborates with over 1,000 schools across 39 states, offering tailored solutions to meet the unique needs of educational institutions.

The Rockport Group

Acquisition in 2018
The Rockport Group is a footwear manufacturer based in Newton, Massachusetts, specializing in stylish and comfortable shoes for both men and women. Founded in 1971, the company offers a diverse range of products, including boots, sneakers, slip-ons, heels, flats, and sandals. The Rockport Group is known for its commitment to combining the comfort of athletic shoes with contemporary casual and dress styles, catering to the needs of metropolitan professionals. Its products are available through various retail channels across more than 60 countries and are also sold online. The company encompasses several brands, including Aravon, Dunham, and the Rockport Cobb Hill Collection, reflecting its dedication to quality and innovation in footwear.

Hearthside Food Solutions

Acquisition in 2018
Hearthside is the food industry's largest contract manufacturer, and largest private bakery. 20 facilities produce high quality consumer baked foods, snacks and packaging services. We provide customers with a combination of quality, scale, dependability and product integrity that is unequaled in the modern contract manufacturing chain. Primary product categories include bars, cookies, crackers, components, and other baked foods and snacks. Hearthside is also one of the industry’s largest contract packagers of food products. Today Hearthside operates 24 production facilities, including three in Europe, and is a volume leader in multiple product categories. Hearthside was founded in 2009 on the belief that food contract manufacturing was ripe for innovation and reinvention. Founder Rich Scalise believed that a company combining the speed, flexibility, and innovative drive of a startup with the scale, depth quality, and capacity of a world-class manufacturer would create new value for customers. The result is Hearthside, a highly flexible world-class contract manufacturer, and one of the fastest growing companies in the food industry. On the surface, a contract manufacturer may not stand out. They even may look alike. Take a closer look however and there are big differences. Add them up and they can create sustained competitive advantage for Hearthside’s premier food customers. Our investments and commitments to quality, safety, speed, innovation, and value set new standards of industry performance. For our customers, this translates into value propositions that include Quality, Speed-to-Market, Innovation, and Flexibility.

Galls

Acquisition in 2018
Galls, LLC is a leading distributor of public safety equipment and apparel, serving law enforcement, military, security, fire, and emergency medical professionals worldwide. Founded in 1902 and based in Lexington, Kentucky, Galls offers a comprehensive range of products, including uniforms, duty gear, body armor, footwear, and tactical equipment. The company caters to the demanding needs of its customers by providing high-quality gear essential for their roles. With over a century of experience in the industry, Galls ensures a reliable supply of equipment through various channels, including catalogs, online ordering, retail locations, and dedicated sales representatives. The company also develops its own branded products, reflecting its commitment to meeting the specific requirements of public safety professionals. Each year, Galls is trusted by over one million individuals to provide the necessary gear and supplies for their critical work.

Tecomet

Acquisition in 2017
Tecomet is a contract manufacturing, engineering and metal fabrication technology company based in Wilmington, Massachusetts. The Company specializes in net shape forging, precision machining, photochemical etching, surface texturing, vacuum brazing, laser and electron beam welding, and rapid prototyping. Tecomet is ISO13485, ISO9001, and AS9100 certified and has over 45 years of experience supplying precision engineered components and assemblies to the medical, aerospace/defense, and commercial/industrial markets, with special emphasis on orthopedic, trauma, and spinal implants.

PolyConcept Holding

Acquisition in 2016
Polyconcept Holding B.V. is a leading supplier of promotional, lifestyle, and gift products, catering to a diverse clientele that includes both small enterprises and large corporations. Established in 1973 and based in Roelofarendsveen, the Netherlands, the company operates through a global network of advertising specialty distributors, reaching over 100 countries across five continents. Polyconcept specializes in customized and personalized hard goods and apparel, sourcing a wide range of merchandise from various manufacturers and leading brands. The company also offers value-added services such as design, customization, and order management, enhancing its ability to meet the specific needs of its customers.

Southcross Energy Partners

Post in 2015
Southcross Energy is an oil and energy company that provides natural gas gathering, processing, treating, compression and transportation services and NGL fractionation and transportation services. It also sources, purchases, transports, and sells natural gas and NGLs. The company was founded in 2009 and headquartered in Dallas, Texas.

Six Degrees Technology Group

Acquisition in 2015
Six Degrees Group is a privately owned managed data services provider serving UK mid-market customers. The Group has a converged services portfolio including datacentre, connectivity, voice and cloud offerings that are designed to help companies meet the challenges of a connected, always-on world.

American Residential Services

Acquisition in 2014
American Residential Services LLC, operating under the name ARS/Rescue Rooter, is a provider of comprehensive heating, ventilation, air conditioning (HVAC), and plumbing services for residential and light commercial clients across the United States. Established in 1975 and headquartered in Memphis, Tennessee, the company specializes in a wide array of services, including air conditioning and heating installation, repair, and maintenance, as well as plumbing installation and repair, drain cleaning, and sewer line services. Additionally, ARS offers duct cleaning, indoor air quality systems, attic insulation, and ventilation services. The company's product offerings encompass geothermal systems, heat pumps, and advanced home automation devices. By delivering a diverse range of services and solutions, American Residential Services aims to meet the needs of its clients efficiently and affordably.

United Road Services

Acquisition in 2013
United Road Services is a leading auto transport company in North America, specializing in the transportation of nearly 2 million vehicles annually. The company caters to a diverse clientele that includes major global vehicle manufacturers, re-marketers, financial institutions, car auctions, dealerships, and individual vehicle owners. United Road offers comprehensive transportation services, ensuring transparent tracking from order to fulfillment. Their expertise extends to both light and heavy-haul transportation, making them a reliable partner for car manufacturers, retailers, rental agencies, and logistics firms. With a commitment to customer satisfaction, United Road Services is dedicated to delivering vehicles efficiently across the country and beyond.

Directed Electronics

Acquisition in 2011
Directed is the largest designer and marketer in North America of consumer-branded vehicle security and remote start systems (sold under Viper®, Clifford®, Python®, Autostart® and other brand names). Directed markets its broad portfolio of products through many channels including leading national retailers and specialty chains throughout North America and around the world.

Walco International

Acquisition in 2005
Walco International distributes animal food and health products in North America. They provides pharmaceuticals, biologicals, feed additives, equipment, and instruments to commercial food animal producers, dairy operators, veterinarians, retail dealers, and retail customers.

Xenogen

Series E in 2000
Xenogen Biosciences Corporation is a biotechnology company based in Cranbury, New Jersey, specializing in animal production and phenotyping services tailored for biopharmaceutical companies and biomedical researchers. The company provides a comprehensive range of services, including DNA microinjection, transgene integration analysis, and the development of specialty strain packages featuring various strains of mice. Xenogen focuses on creating bioluminescent animal models that facilitate the testing of drug effects on genes and proteins within biological systems. Additionally, the company offers advanced imaging technologies and genetic modification solutions through its VivoVision systems, which enable real-time, non-invasive monitoring of biological processes in living mammals. With over 15 years of expertise in the creation and characterization of animal models, Xenogen aims to enhance efficiency in drug discovery and development while reducing costs and time to market for new therapies. As of December 2009, Xenogen operates as a subsidiary of Taconic Farms, Inc.

Xenogen

Series D in 1999
Xenogen Biosciences Corporation is a biotechnology company based in Cranbury, New Jersey, specializing in animal production and phenotyping services tailored for biopharmaceutical companies and biomedical researchers. The company provides a comprehensive range of services, including DNA microinjection, transgene integration analysis, and the development of specialty strain packages featuring various strains of mice. Xenogen focuses on creating bioluminescent animal models that facilitate the testing of drug effects on genes and proteins within biological systems. Additionally, the company offers advanced imaging technologies and genetic modification solutions through its VivoVision systems, which enable real-time, non-invasive monitoring of biological processes in living mammals. With over 15 years of expertise in the creation and characterization of animal models, Xenogen aims to enhance efficiency in drug discovery and development while reducing costs and time to market for new therapies. As of December 2009, Xenogen operates as a subsidiary of Taconic Farms, Inc.
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