Balance Point Capital

Balance Point Capital is a private equity firm based in Westport, Connecticut, founded in 2007. The firm specializes in providing debt and equity support to lower middle-market companies across various sectors, including business services, consumer goods, healthcare, media, and technology-enabled services. Balance Point Capital focuses on establishing a flexible and partnership-oriented investment approach that aligns with the strategic goals of its portfolio companies. With a commitment to long-term investments, the firm has extensive experience in working with small and medium-sized businesses, enabling it to quickly identify valuable investment opportunities. To date, Balance Point Capital has over $835 million in assets under management and has completed more than 50 investments in middle-market companies throughout the United States.

Seth Alvord

Founder and Managing Partner

Wills Danielsen

Associate

Nathan D. Elliott

Partner

Daniel N. Freshman

Senior Vice President

Grant Groher

Managing Director

Grant M. Groher

Managing Director

Justin Kaplan

Partner and Investment Committee Member

Nina M. Lorusso

Associate

Joshua M. Lyvers

Vice President

Samrat D. Malhotra

Associate

Amanda Meltzer

CFO

James D. O'Connor

Senior Associate

Adam Sauerteig

Partner and Investment Committee Member

Adam H. Sauerteig

Partner

57 past transactions

Bar Keepers Friend

Private Equity Round in 2025
Founded in 1882, Bar Keepers Friend is a trusted provider of premium household and commercial cleaning solutions. Purchased by Beurt and Cory SerVaas in 1956, Bar Keepers Friend has enjoyed sustained growth through multiple generations of SerVaas family management. Today, the brand is known for its powerful, science-backed formulas that effectively remove rust stains, mineral deposits, soap scum, tarnish, and other tough stains from a variety of hard surfaces. With a legacy of quality and innovation, Bar Keepers Friend continues to be the go-to choice for consumers, professionals, and businesses seeking superior cleaning performance.

SPS PoolCare

Debt Financing in 2024
SPS PoolCare specializes in the maintenance and repair of residential and commercial swimming pools and spas. The company offers a comprehensive range of services, including regular maintenance, cleaning, chemical balancing, equipment repair and installation, and leak detection. With a team of skilled technicians, SPS PoolCare prioritizes energy and water efficiency, providing sustainable solutions that enhance the performance and extend the lifespan of pools and spas. The company also offers demonstrations on proper pool care, ensuring clients are well-informed about maintaining hygiene and optimal operation. By utilizing the latest technology and techniques in the industry, SPS PoolCare delivers professional care tailored to the needs of its clients.

Trilliad

Venture Round in 2024
Trilliad is a growth services provider (GSP) that focuses on overcoming obstacles and producing results for corporate B2B sales and marketing professionals.

Lightbridge Academy

Debt Financing in 2024
Lightbridge Academy is an early childhood education and child care provider serving children from six weeks to kindergarten age, along with special programming for children up to 10 years old during school holidays and summer breaks. Founded in 1997 and based in Piscataway, New Jersey, the academy offers a range of services including infant care, toddler care, preschool, and kindergarten, alongside summer day camp programs. Additionally, it provides extended care, optional meal plans, and onsite extracurricular activities, designed to support both children and parents. The organization, which was previously known as Rainbow Academy Assurance Group, LLC, rebranded to Lightbridge Academy in October 2014. It operates multiple locations throughout New Jersey, facilitating a nurturing environment for early childhood development and education.

Firehook

Debt Financing in 2024
Firehook is a bakery specializing in the production and distribution of a diverse range of baked goods, including various breads, cakes, pastries, cupcakes, chocolate bars, cheesecakes, and sugar cookies. The company focuses on delivering great-tasting food products that cater to a wide audience, allowing customers to enjoy an assortment of delicious items at affordable prices.

Essential Turbines

Venture Round in 2024
Essential Turbines specializes in the maintenance, repair, and overhaul of aerospace jet engines, with a particular focus on the Rolls-Royce 250 Series Gas Turbine Engines, which are primarily used in helicopter applications. The company provides a range of services designed to support the aviation sector, including aircraft on the ground (AOG) services, expedited and field service, engine conversions, upgrades, and rental or exchange of engine assets. By offering these services, Essential Turbines aims to help clients minimize downtime and reduce inventory, spare-part, and operating costs, thereby maximizing their operational efficiency.

Essential Turbines

Debt Financing in 2024
Essential Turbines specializes in the maintenance, repair, and overhaul of aerospace jet engines, with a particular focus on the Rolls-Royce 250 Series Gas Turbine Engines, which are primarily used in helicopter applications. The company provides a range of services designed to support the aviation sector, including aircraft on the ground (AOG) services, expedited and field service, engine conversions, upgrades, and rental or exchange of engine assets. By offering these services, Essential Turbines aims to help clients minimize downtime and reduce inventory, spare-part, and operating costs, thereby maximizing their operational efficiency.

SG Homecare

Private Equity Round in 2024
SG Homecare is a provider of durable medical equipment and disposable medical supplies, focusing on delivering essential home care products and services to patients. The company specializes in respiratory therapies, oxygen supply, mobility aids, orthotics, and prosthetics. By offering a range of services, including wheelchair seating and accessories, SG Homecare aims to enhance patient outcomes and minimize hospital readmissions. With a commitment to supporting individuals in their home care needs, the company provides accessible resources and assistance through various communication channels available on its website.

JSI

Debt Financing in 2024
JSI is a full-service consulting and broadband solutions leader, providing a complete range of operational, financial, management, engineering, regulatory, and strategic assistance to US communications providers over the past 60 years

Schill Grounds Management

Private Equity Round in 2024
Schill Grounds Management specializes in landscape management services for both residential and commercial properties. The company offers a comprehensive range of services, including mowing, weed control, tree and shrub planting, pruning, and lawn care. Additionally, it provides seasonal services such as snow removal and ice control, as well as landscape design and installation. With a focus on enhancing the beauty and functionality of outdoor spaces, Schill Grounds Management ensures that its clients receive tailored solutions for their landscaping needs.

Supreme Group

Debt Financing in 2024
Supreme Group is a digital-first, life sciences and healthcare commercialization platform. Technology, proprietary data, AI/ML, and deep industry-specific expertise yield unparalleled results.

Supreme Group

Private Equity Round in 2024
Supreme Group is a digital-first, life sciences and healthcare commercialization platform. Technology, proprietary data, AI/ML, and deep industry-specific expertise yield unparalleled results.

BenefitHub

Private Equity Round in 2024
BenefitHub is a customizable benefits and rewards platform focused on enhancing employee engagement and satisfaction. By offering a wide range of employee-centric benefits, such as discounts on everyday items, health and financial wellness resources, and electronic payment services, BenefitHub aims to support companies in recognizing and rewarding their employees' hard work and commitment. The platform provides an all-inclusive digital interface that facilitates a healthy work-life balance, helping organizations attract new talent and retain existing staff. Through its innovative offerings, BenefitHub fosters a workplace culture where employees feel valued and proud of their contributions to the company.

BenefitHub

Debt Financing in 2024
BenefitHub is a customizable benefits and rewards platform focused on enhancing employee engagement and satisfaction. By offering a wide range of employee-centric benefits, such as discounts on everyday items, health and financial wellness resources, and electronic payment services, BenefitHub aims to support companies in recognizing and rewarding their employees' hard work and commitment. The platform provides an all-inclusive digital interface that facilitates a healthy work-life balance, helping organizations attract new talent and retain existing staff. Through its innovative offerings, BenefitHub fosters a workplace culture where employees feel valued and proud of their contributions to the company.

Blankfactor

Venture Round in 2023
Blankfactor is a technology solutions provider that specializes in full-stack development support services for small and medium-sized enterprises, large enterprises, and independent software vendors across various industries, including financial technology, banking, payments, and insurance. The company offers a range of services, including data engineering, business intelligence, machine learning, artificial intelligence, and product development. By delivering expertise in native, hybrid, and cross-platform mobile application development, Blankfactor enables its clients to enhance their technological capabilities and address their specific business needs effectively. The team consists of engineers, project managers, and tech consultants dedicated to problem-solving and innovation.

CraneTech

Venture Round in 2023
CraneTech is a manufacturer, supplier, and inspector of overhead cranes, catering primarily to industrial and manufacturing sectors. The company specializes in the supply and installation of various crane systems, including jib cranes, overhead bridge cranes, and workstation cranes. In addition to its manufacturing capabilities, CraneTech provides essential services such as inspection, maintenance, and installation, ensuring that clients receive ongoing support for their equipment. The company also offers planned and emergency repairs, as well as operator and safety training, to enhance the operational efficiency and safety of its customers' crane systems.

Concord

Private Equity Round in 2023
Founded in 1988, Concord has been a driving force for innovation and a benchmark for performance in the portfolio servicing arena. Today’s companies demand a more sophisticated set of tools to handle the job accurately, quickly and with utterly predictable results, and Concord is perfectly poised to meet this demand with a dedicated focus in three key areas: Power, Performance and Personalization. Concord is in the business of harnessing the Power of their vast industry experience, the Performance of their leading-edge software and technology tools, and the flexible Personalization of all their business solutions to help clients achieve greater success. At Concord, third party servicing – whether at the Primary, Back-up, or Master Servicing level – is all they do. Because they do not lend money, buy portfolios, originate or broker transactions, there is no inherent conflict of interest when engaging Concord as your partner. As a business process outsourcing company, Concord offers their clients exceptional services, robust financial technology (FinTech), an experienced and tenured workforce, and a variable cost model that affords scalability and operational efficiency. Their on-demand technology solution, coupled with a comprehensive servicing strategy, affords their clients increased efficiencies in critical operational areas – allowing clients to focus on their core competencies.

PatientPoint

Private Equity Round in 2023
PatientPoint is a leading innovator in patient and physician engagement solutions at the point of care, focusing on enhancing the interactions between healthcare providers and patients. The company offers a comprehensive platform that includes in-office patient acquisition, hospital engagement, remote care analytics, and customized programs tailored to improve doctor-patient interactions. PatientPoint's award-winning health information content is designed to meet the specific needs of patients in various healthcare settings, including primary care, specialty practices, urgent care clinics, and hospitals. This content has received recognition from the National Health Information Awards for its excellence in consumer-facing health information, ensuring it is easy to understand, visually engaging, and actionable. By prioritizing effective communication and engagement, PatientPoint aims to drive better health outcomes and enhance the overall patient experience while supporting healthcare providers in increasing their revenue.

Supreme Optimization

Venture Round in 2023
Supreme Optimization is a specialized digital marketing firm founded in 2015, dedicated to serving the life sciences industry. The company offers a range of tailored services designed to enhance the digital presence of life science businesses. These services include web development and design, digital strategy, paid advertising, social media management, research and analytics, and optimization. By focusing exclusively on the unique needs of the life sciences sector, Supreme Optimization aims to help its clients effectively communicate their products and services, generate brand equity, drive leads, and increase online traffic through strategic digital marketing initiatives.

Shift Paradigm

Debt Financing in 2022
Shift Paradigm is a business consulting firm that specializes in developing go-to-market strategies to enhance revenue and drive market growth for its clients. The company provides a range of services including email strategy formulation, email service provider consultation, platform management, email production, lead generation, and comprehensive reporting and analytics. By leveraging marketing technology platforms, Shift Paradigm assists organizations in aligning their operations around growth, enabling them to gain valuable data insights and create a more efficient approach to marketing. With a focus on email marketing and marketing automation, Shift Paradigm supports thousands of organizations in transforming their marketing practices to achieve better results.

CraneTech

Private Equity Round in 2022
CraneTech is a manufacturer, supplier, and inspector of overhead cranes, catering primarily to industrial and manufacturing sectors. The company specializes in the supply and installation of various crane systems, including jib cranes, overhead bridge cranes, and workstation cranes. In addition to its manufacturing capabilities, CraneTech provides essential services such as inspection, maintenance, and installation, ensuring that clients receive ongoing support for their equipment. The company also offers planned and emergency repairs, as well as operator and safety training, to enhance the operational efficiency and safety of its customers' crane systems.

Apollo Intelligence

Debt Financing in 2022
Apollo Intelligence is a company that offers technology-driven data and insight services aimed at enhancing health innovation and improving life outcomes. By developing and operating advanced data and insights platforms, Apollo Intelligence leverages global access to data and analytical tools to assist clients in the life sciences and healthcare sectors. The company's solutions facilitate informed marketing strategies and critical decision-making processes, enabling healthcare organizations to operate more efficiently and effectively. Through its data-driven approach, Apollo Intelligence aims to empower its clients to navigate the complexities of the healthcare landscape.

Eventus Wholehealth

Debt Financing in 2021
Eventus WholeHealth is a healthcare provider focused on delivering comprehensive physician-led services to medically vulnerable adults. The company specializes in primary care, mental health services, podiatry, wound care, chronic care management, and geriatric healthcare. Eventus WholeHealth operates in skilled nursing and assisted living facilities, as well as private residences, ensuring that patients receive integrated and customized care plans tailored to their specific needs. In addition, the company offers telehealth services and value-based care, enhancing access and the quality of healthcare for individuals in long-term care settings.

reCommerce

Debt Financing in 2020
reCommerce is a full-service brand agency that assists international brands in optimizing their Amazon presence and increasing sales.

reCommerce

Venture Round in 2020
reCommerce is a full-service brand agency that assists international brands in optimizing their Amazon presence and increasing sales.

Bear Down Brands

Debt Financing in 2020
Bear Down Brands is a network of consumer brands that each focus on premium home, health, and personal care products.Bear Down Brands mission is to create elegant, practical, and innovative products that enhance the way you care for yourself and the world around you.Bear Down's focus has been on developing a well-rounded product portfolio while providing advanced product technologies, award-winning customer support, and strong brand relationships with our consumers.

Cora

Venture Round in 2019
Cora is a company focused on providing organic tampons and innovative period care products aimed at enhancing women's health and well-being. The brand offers applicator tampons, sanitary pads, and elegant accessories, emphasizing that menstruation should not be a source of shame or discomfort. Cora is dedicated to empowering women by providing safe, effective period products along with valuable educational resources. The company also supports social causes by donating period products to girls in need with every purchase. Through its elevated branding and commitment to quality, Cora seeks to shift perceptions and improve the management of menstruation, bladder leaks, and post-birth recovery, ensuring that women have access to modern and trustworthy feminine care solutions.

Budderfly

Venture Round in 2019
Budderfly, Inc. is a company based in Shelton, Connecticut, that specializes in energy management systems designed to optimize energy consumption for various facilities, including office buildings, retail stores, schools, healthcare facilities, and restaurants. Established in 2007, Budderfly offers a comprehensive Energy-as-a-Service model that incorporates proprietary energy intelligence software and a range of energy-efficient technology upgrades. This includes the deployment of IoT devices, LED lighting, HVAC controls, and refrigeration systems to monitor and manage energy usage effectively. By implementing these solutions at no upfront cost to clients, Budderfly not only delivers immediate energy expense savings but also ensures ongoing maintenance and updates to prevent obsolescence in energy infrastructure. The company's approach contributes to significant reductions in carbon footprints while enhancing the overall efficiency of energy consumption in client facilities.

Trendline Interactive

Debt Financing in 2019
Trendline Interactive is a digital marketing agency specializing in email marketing solutions. Founded in 2010 by Morgan Stewart and Andrew Kordek, the firm is headquartered in Austin, Texas. It provides a range of services, including email strategy, campaign development, monitoring, acquisition, technical support, and analytics. Through its expertise, Trendline Interactive aims to help businesses enhance their email marketing efforts and achieve their marketing goals.

Trendline Interactive

Venture Round in 2019
Trendline Interactive is a digital marketing agency specializing in email marketing solutions. Founded in 2010 by Morgan Stewart and Andrew Kordek, the firm is headquartered in Austin, Texas. It provides a range of services, including email strategy, campaign development, monitoring, acquisition, technical support, and analytics. Through its expertise, Trendline Interactive aims to help businesses enhance their email marketing efforts and achieve their marketing goals.

SmartyPants Vitamins

Venture Round in 2019
SmartyPants Vitamins, Inc. is a company that develops, markets, and distributes GMO-free gummy vitamins and supplements for both children and adults. The product line includes all-in-one gummy vitamins that combine multivitamins, omega-3 fatty acids, and vitamin D in a single serving. In addition to adult formulas for digestive, immune, bone, and energy health, the company offers tailored supplements for toddlers, teens, and pets, including options for dogs of various ages and dietary needs. SmartyPants products are available through various retail channels, both in-store and online. Founded in 2010 and based in Venice, California, SmartyPants Vitamins aims to provide accessible nutritional support for different life stages.

2-20 Records Management

Debt Financing in 2018
2-20 Records Management, LLC is an information management company based in Edison, New Jersey, offering a comprehensive suite of records storage and management services. These services include document storage, secure shredding, document destruction, data protection, vault storage, and imaging solutions. The company caters to a diverse clientele, including accounting and architectural firms, financial services, government and healthcare organizations, law firms, pharmaceutical companies, as well as small, mid-size, and enterprise businesses. With operations in Arizona, Florida, Southern California, New York, and Pennsylvania, 2-20 Records Management emphasizes a national presence backed by experienced local teams, ensuring compliance-driven and secure record management tailored to the needs of its clients.

APS Technology

Debt Financing in 2017
APS Technology, Inc. specializes in providing advanced electromechanical, instrumentation, and sensor solutions for the oil and gas industry, particularly in challenging environments. Founded in 1993 and headquartered in Wallingford, Connecticut, the company designs and manufactures a range of products including measurement while drilling (MWD) and logging while drilling (LWD) systems, rotary steerable systems, and drilling optimization tools. Additionally, APS Technology offers vibration management products, hydraulic oil de-airing stations, and various other equipment and services tailored to enhance drilling performance. The company supports its clients with engineering, project management, and product development services, alongside rental options for downhole tools. Its clientele consists of integrated multinational oilfield service firms, national oil company divisions, and independent drilling companies. APS Technology maintains a global presence with locations in Texas, the UAE, China, and Russia, reflecting its commitment to delivering reliable solutions that improve drilling efficiency and reduce costs.

Apex Learning

Debt Financing in 2017
Apex Learning Inc. is a prominent provider of blended and virtual learning solutions for secondary education in the United States. Established in 1997 and headquartered in Seattle, the company offers a comprehensive digital curriculum designed to engage students in a rigorous learning experience across various subjects, including math, science, English, and social studies. Its offerings cater to multiple educational needs, such as original credit, credit recovery, and exam preparation, while also addressing the requirements of exceptional learners and non-traditional education settings. Apex Learning's platform features a wide range of online courses and embedded supports, providing actionable data and scaffolds to facilitate diverse student learning needs. The company aims to empower schools to enhance student engagement and ensure successful high school graduation and preparation for post-secondary education or careers.

Apex Learning

Private Equity Round in 2017
Apex Learning Inc. is a prominent provider of blended and virtual learning solutions for secondary education in the United States. Established in 1997 and headquartered in Seattle, the company offers a comprehensive digital curriculum designed to engage students in a rigorous learning experience across various subjects, including math, science, English, and social studies. Its offerings cater to multiple educational needs, such as original credit, credit recovery, and exam preparation, while also addressing the requirements of exceptional learners and non-traditional education settings. Apex Learning's platform features a wide range of online courses and embedded supports, providing actionable data and scaffolds to facilitate diverse student learning needs. The company aims to empower schools to enhance student engagement and ensure successful high school graduation and preparation for post-secondary education or careers.

GigaTrust

Private Equity Round in 2016
GigaTrust is a prominent SaaS provider specializing in endpoint email security and document in-use protection for various devices, including Windows, iOS, and Android. As the largest and oldest provider enhancing Microsoft’s Rights Management Services, GigaTrust offers advanced content security solutions that enable the protection of intellectual property and confidentiality. Its flagship product, GigaCloud™, facilitates secure email and document collaboration across devices and platforms while incorporating real-time data analytics and administrative tools. The software is designed to apply and enforce security permissions at the digital content level, safeguarding information from misuse throughout its entire lifecycle, including during transit, at rest, and while in use. GigaTrust serves a diverse clientele, including businesses and government entities, helping them comply with privacy laws and protect sensitive data.

CorePower Yoga

Debt Financing in 2016
CorePower Yoga, LLC is a chain of yoga fitness studios based in Denver, Colorado, offering a diverse range of yoga classes tailored for both beginners and advanced practitioners. Established in 2002, the company emphasizes accessibility by providing various styles of yoga, including hot power fusion and hot yoga, along with flexible scheduling. In addition to in-studio classes, CorePower Yoga offers comprehensive teacher training programs, including 200-hour and advanced training, as well as online options. The company also hosts wellness programs, retreats, and boot camps to promote holistic health. CorePower Yoga enhances the student experience by offering rental services for towels and mats, and selling water. As of May 2019, it operates as a subsidiary of Antares Capital LP.

Clarus Commerce

Venture Round in 2016
Clarus Commerce, LLC is a company that specializes in developing and managing customizable premium loyalty programs for retailers. Founded in 2001 and headquartered in Rocky Hill, Connecticut, Clarus Commerce creates subscription-based websites aimed at helping consumers save time and money. The company provides a comprehensive range of services, including client services, strategy, creative development, marketing, analytics, IT, and operations. This approach is designed to strengthen clients' businesses, build brand loyalty, and foster long-term, profitable relationships. Originally known as Clarus Marketing Group, LLC, the company rebranded to its current name in June 2015.

ACL Airshop

Private Equity Round in 2016
ACL Airshop specializes in the leasing and sales of unit load devices (ULDs) for air cargo transportation and aviation customers worldwide. The company provides a range of services including ULD rental, sales, repair, and management. Additionally, ACL Airshop manufactures essential cargo equipment such as nets, pallets, and straps, ensuring that airlines and air cargo carriers can efficiently meet their cargo handling requirements. By offering these comprehensive solutions, ACL Airshop aims to enhance convenience and affordability for its clients in the aviation sector.

City Tap House

Debt Financing in 2016
City Tap House is a restaurant chain based in Philadelphia, Pennsylvania, founded in 2010. It specializes in offering an extensive selection of craft beers paired with expertly prepared regional cuisine, including options such as pizza, burgers, fish, and gluten-free dishes. The establishment aims to create a dining experience where food and craft beer complement each other, elevating both elements for the customer. Additionally, City Tap House provides an online food ordering service, catering to the convenience of its patrons while serving customers across the Mid-Atlantic region.

City Tap House

Private Equity Round in 2016
City Tap House is a restaurant chain based in Philadelphia, Pennsylvania, founded in 2010. It specializes in offering an extensive selection of craft beers paired with expertly prepared regional cuisine, including options such as pizza, burgers, fish, and gluten-free dishes. The establishment aims to create a dining experience where food and craft beer complement each other, elevating both elements for the customer. Additionally, City Tap House provides an online food ordering service, catering to the convenience of its patrons while serving customers across the Mid-Atlantic region.

Waterlogic

Debt Financing in 2015
Waterlogic is a North American manufacturer and distributor of point-of-use drinking water purification and dispensing systems, catering to various environments such as offices, factories, hospitals, schools, and restaurants. Established in 1992 and headquartered in Omaha, Nebraska, the company emphasizes a three-stage approach to water purity, incorporating high-performance filtration, advanced ultraviolet purification, and BioCote anti-microbial protection. Waterlogic's products are designed to ensure safe and hygienic access to healthy hydration, meeting rigorous WQA NSF equipment standards. Additionally, the company provides extensive technical and sales support to its distributor partners and offers a diverse range of water coolers that connect directly to local water supplies, tailored to the specific needs of different workplaces.

IGeneX

Venture Round in 2015
IGeneX, Inc. is a specialty immunology laboratory and research facility based in Palo Alto, California, founded in 1991. The company focuses on developing laboratory assays for Lyme disease and other tick-borne diseases, providing advanced PCR testing to detect pathogens associated with these conditions. IGeneX serves private practice physicians, hospitals, and clinical reference laboratories across the United States and Canada. In addition to diagnostic testing, the laboratory functions as a pilot site for diagnostic manufacturers, facilitating the introduction of new assays. Through its comprehensive research and testing services, IGeneX aims to assist healthcare providers in achieving timely diagnoses and implementing appropriate treatment paths for patients affected by tick-borne diseases.

IGeneX

Debt Financing in 2015
IGeneX, Inc. is a specialty immunology laboratory and research facility based in Palo Alto, California, founded in 1991. The company focuses on developing laboratory assays for Lyme disease and other tick-borne diseases, providing advanced PCR testing to detect pathogens associated with these conditions. IGeneX serves private practice physicians, hospitals, and clinical reference laboratories across the United States and Canada. In addition to diagnostic testing, the laboratory functions as a pilot site for diagnostic manufacturers, facilitating the introduction of new assays. Through its comprehensive research and testing services, IGeneX aims to assist healthcare providers in achieving timely diagnoses and implementing appropriate treatment paths for patients affected by tick-borne diseases.

IGeneX

Acquisition in 2015
IGeneX, Inc. is a specialty immunology laboratory and research facility based in Palo Alto, California, founded in 1991. The company focuses on developing laboratory assays for Lyme disease and other tick-borne diseases, providing advanced PCR testing to detect pathogens associated with these conditions. IGeneX serves private practice physicians, hospitals, and clinical reference laboratories across the United States and Canada. In addition to diagnostic testing, the laboratory functions as a pilot site for diagnostic manufacturers, facilitating the introduction of new assays. Through its comprehensive research and testing services, IGeneX aims to assist healthcare providers in achieving timely diagnoses and implementing appropriate treatment paths for patients affected by tick-borne diseases.

Mapleton Communications

Debt Financing in 2015
Mapleton Communications is a provider of hometown communications. They offer phone, cable tv, and internet services. Delivers voice and data to the home and commercial community using a fiber-rich network.

RxSight

Debt Financing in 2015
RxSight, Inc. is a medical technology company focused on enhancing vision outcomes for patients after cataract surgery. Based in Aliso Viejo, California, the company develops the RxSight Light Adjustable Lens system, which includes the Light Adjustable Lens (LAL) and the Light Delivery Device (LDD). This innovative system allows surgeons to customize and optimize patients' visual acuity post-surgery, making it the first commercially available intraocular lens technology that enables such personalization. The LAL incorporates ActivShield™ technology, a unique UV protection layer that further enhances its functionality. Founded in 1997 and originally known as Calhoun Vision, RxSight changed its name in 2017 to reflect its commitment to advancing ophthalmic care through precision lens technology.

RxSight

Venture Round in 2015
RxSight, Inc. is a medical technology company focused on enhancing vision outcomes for patients after cataract surgery. Based in Aliso Viejo, California, the company develops the RxSight Light Adjustable Lens system, which includes the Light Adjustable Lens (LAL) and the Light Delivery Device (LDD). This innovative system allows surgeons to customize and optimize patients' visual acuity post-surgery, making it the first commercially available intraocular lens technology that enables such personalization. The LAL incorporates ActivShield™ technology, a unique UV protection layer that further enhances its functionality. Founded in 1997 and originally known as Calhoun Vision, RxSight changed its name in 2017 to reflect its commitment to advancing ophthalmic care through precision lens technology.

OnRamp

Debt Financing in 2015
OnRamp is a leading HITRUST-certified data center services company that partners with businesses to guide them through the complexities of data security and compliance. Our solutions help organizations in Healthcare, Financial Services and Education Services meet compliance standards including HIPAA, PCI, SOX, FISMA and FERPA. OnRamp operates multiple, enterprise-class SSAE16/AICPA SOC 2 Type 2 data centers, where we deploy hybrid computing solutions that enable our customers to blend secure cloud computing, managed hosting and colocation service to best meet their unique requirements. Having consulted with thousands of businesses on their security and compliance needs, our team’s consultative approach helps you develop the right mix of solutions to free your resources to focus on agility and differentiation in your industry. Visit us at www.onr.com or contact us at 888.667.2660 for more information.

Food Evolution

Venture Round in 2014
Food Evolution is a dedicated commissary that specializes in custom food production services. The company offers co-packing solutions and seasonal meal options, such as holiday side dishes and sports snacks, catering to clients during peak demand periods. With a flexible and skilled team, Food Evolution can handle both small and large orders, ensuring the delivery of fresh, high-quality products tailored to specific client requirements. They are committed to innovation, providing creative solutions to meet diverse food production needs.

HALO Innovations

Venture Round in 2014
HALO Innovations, Inc. is a company dedicated to creating safe sleeping environments for individuals of all ages, particularly infants and children. Founded in 1994 by William Schmid, the company developed its mission after a personal tragedy related to Sudden Infant Death Syndrome (SIDS). HALO Innovations offers a comprehensive range of products, including crib sets, swaddles, wearable blankets, sensitive skin sleepwear, and mattress filters. The company emphasizes safety and health in its product design, aiming to set new standards in sleep safety. HALO's products are available through online platforms and various retailers across the United States and Canada. Headquartered in Minnetonka, Minnesota, HALO Innovations operates as a subsidiary of Aden & Anais, Inc.

HALO Innovations

Debt Financing in 2014
HALO Innovations, Inc. is a company dedicated to creating safe sleeping environments for individuals of all ages, particularly infants and children. Founded in 1994 by William Schmid, the company developed its mission after a personal tragedy related to Sudden Infant Death Syndrome (SIDS). HALO Innovations offers a comprehensive range of products, including crib sets, swaddles, wearable blankets, sensitive skin sleepwear, and mattress filters. The company emphasizes safety and health in its product design, aiming to set new standards in sleep safety. HALO's products are available through online platforms and various retailers across the United States and Canada. Headquartered in Minnetonka, Minnesota, HALO Innovations operates as a subsidiary of Aden & Anais, Inc.

Compass Media Networks

Private Equity Round in 2014
Compass Media Networks, LLC is an entertainment company based in Rye, New York, specializing in audio programming and broadcasting on numerous radio stations across the United States. Established in 2009, the company boasts a diverse portfolio of well-branded audio programs that reach millions of listeners daily, both through traditional terrestrial radio and emerging digital platforms. In addition to its core broadcasting services, Compass Media Networks offers AirKast, a mobile application designed for the distribution of multimedia content for radio stations and other content providers. The company also provides in-store music and audio advertising solutions, targeting consumers in grocery, drug, and mass merchandise stores. This broad range of services enables national advertisers to access unique sponsorship opportunities and effectively engage with their target audiences.

Digity Media

Debt Financing in 2014
Digity Media is an owner and manager of over 110 commercial radio stations in 23 clusters across 13 states, including in suburban Chicago, coastal Carolinas, suburban Dallas, and San Jose.

Connoisseur Media

Debt Financing in 2013
Connoisseur Media Licenses, LLC is a media company based in Westport, Connecticut, that operates a network of radio stations across various markets, including Billings, Montana; Wichita, Kansas; and multiple locations in New York, New Jersey, Pennsylvania, and Connecticut. Founded in 2004 by Jeffrey Warshaw and Mike Driscoll, the company initially expanded through acquisitions and has grown to include 36 stations. Connoisseur Media specializes in delivering multi-platform marketing solutions that integrate radio, digital, mobile, social media, and event marketing, enabling clients to enhance their business growth and market presence.

Connoisseur Media

Venture Round in 2013
Connoisseur Media Licenses, LLC is a media company based in Westport, Connecticut, that operates a network of radio stations across various markets, including Billings, Montana; Wichita, Kansas; and multiple locations in New York, New Jersey, Pennsylvania, and Connecticut. Founded in 2004 by Jeffrey Warshaw and Mike Driscoll, the company initially expanded through acquisitions and has grown to include 36 stations. Connoisseur Media specializes in delivering multi-platform marketing solutions that integrate radio, digital, mobile, social media, and event marketing, enabling clients to enhance their business growth and market presence.

HelloWorld

Series A in 2012
HelloWorld is a marketing solutions agency that provides a rich consumer engagement platform. The company creates promotional campaigns, advergames, CRM programs, and loyalty solutions for Fortune 500 brands and agencies. It also offers loyalty services as well as analytics and optimization services. In addition, the company provides mobile services, including mobile loyalty, promotions, mobile text and push messaging, mobile SDK, coupons, and POS integration services; and social services, such as chance-to-win promotions, social loyalty, viral sharing, engagement, and campaign strategy services. Further, it provides live events services such as concerts and sporting events, broadcast TV, non-profit events, and industry conferences; technology services, including SaaS-based solutions and custom application development, secure and scalable infrastructure, fraud detection and prevention technologies, and big data analytics services; and agency services such as illustration and animation, photo and video shoot...
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