Fluid Truck is a technology-driven B2B platform focused on truck sharing, aiming to transform the utilization of business vehicles in the United States. Established in 2015 and headquartered in Broomfield, Colorado, the company provides a mobile application that enables businesses to share and rent trucks, optimizing vehicle usage through fractional ownership. The application is accessible on both the App Store and Google Play, allowing business owners to efficiently manage their transportation needs by connecting with others in their community to rent vehicles when not in use.
Private Equity Round in 2020
For The Record (FTR) specializes in providing advanced digital recording solutions for court systems globally. The company develops software and hardware that facilitate high-quality audio and video recordings of courtroom sessions, ensuring reliable and secure access for judges, attorneys, and court reporters. FTR's services include remote recording and monitoring of proceedings, as well as managed transcription services, which enhance the efficiency and accuracy of the court recording lifecycle. By prioritizing quality audio, FTR helps courts capture, store, and distribute recordings and transcripts effectively, thereby improving overall digital court management while maintaining strict governance and security standards.
Private Equity Round in 2019
Apex Innovative Sciences operates as an independent clinical trial site dedicated to conducting complex clinical research studies primarily focused on central nervous system indications. The company specializes in Phase I-IV clinical trials for pharmaceutical and biotechnology sponsors, addressing a range of therapeutic areas such as neurology, psychiatry, addiction, dermatology, and pain management. Apex is committed to delivering high scientific and clinical quality, ensuring that both client partners and participants receive optimal service throughout the clinical trial process.
FinFit Ops LLC operates an online platform designed to support employees facing financial challenges. Founded in 2008 and based in Virginia Beach, Virginia, FinFit offers a range of services including short-term loan solutions, personalized financial assessments, educational tools, and resources aimed at enhancing financial wellness. The company collaborates with business owners, human resource departments, and benefits administrators to stabilize the workplace by addressing individual financial needs. By combining financial assistance with educational support, FinFit aims to empower employees to effectively plan, save, spend, and borrow, ultimately helping them achieve their financial goals.
Etta Biotech Co., Ltd. is a manufacturer of electroporation equipment based in Suzhou, China, established in 2014. The company specializes in designing and producing devices such as the X-Porator F1, which is utilized in the research and development of antibody drugs, and the X-Porator M1, aimed at cell immunotherapy applications. Etta Biotech serves fields that include scientific research, cancer immunotherapy, and antibody drug development and production. Additionally, the company manufactures complementary products such as HiDEN Electrodes, electrode storage boxes, docking stations, and buffers, supporting the needs of research professionals in manipulating and studying cell properties.
Private Equity Round in 2018
Aqua Expeditions Pte. Ltd. is a luxury cruise tour operator specializing in high-end river cruises in South America and Southeast Asia. Established in 2007 and headquartered in Iquitos, Peru, with a representative office in Vietnam, the company offers five-star cruises on the Amazon River in Peru and the Mekong River in Vietnam and Cambodia. Aqua Expeditions provides a range of customized cruise experiences, including family vacations, group travel, and special occasion cruises, along with pre- and post-cruise travel packages in Peru, Vietnam, and Cambodia. The company focuses on creating intimate, small-ship expeditions that allow adventure travelers to explore culturally and naturally significant remote destinations through unique itineraries that include excursions and educational experiences.
FinFit Ops LLC operates an online platform designed to support employees facing financial challenges. Founded in 2008 and based in Virginia Beach, Virginia, FinFit offers a range of services including short-term loan solutions, personalized financial assessments, educational tools, and resources aimed at enhancing financial wellness. The company collaborates with business owners, human resource departments, and benefits administrators to stabilize the workplace by addressing individual financial needs. By combining financial assistance with educational support, FinFit aims to empower employees to effectively plan, save, spend, and borrow, ultimately helping them achieve their financial goals.
HNI Healthcare, formerly known as Hospitalists Now, is a physician practice management company that utilizes technology to enhance the delivery of facility-based physician programs. The company is dedicated to improving patient care quality by implementing a clinically integrated care model. Through its comprehensive platform, HNI Healthcare enables hospitals and physicians to focus on value-based patient care, allowing healthcare facilities to track and improve key quality and performance metrics. By streamlining processes and leveraging advanced technologies, HNI Healthcare aims to foster better healthcare outcomes and elevate the standards of care within the healthcare system.
Distributor of medical supplies catering to the post-acute medical supplies industry. The company offers a full line of products across numerous categories including incontinence, general nursing, nutrition, gloves, respiratory, and over-the-counter drugs, and operates via an extensive network of warehouse facilities which allows for same-day delivery of products, enabling a geographically diverse customer base to services and required products without sacrificing operational efficiencies and clinical outcomes.
Overland, Pacific, & Cutler, Inc. (OPC) is a real estate firm based in California.
Cartasite is leveraging realtime telemetry to streamline operations, reduce risk, enhance security, and ensure effective utilization of critical assets for some of the world’s largest energy and natural resource corporations. The Company has deployed sensors in 38 countries monitoring everything from pickup trucks to offshore drilling rigs for global enterprises like ConocoPhillips, Anadarko, 3M and Freeport McMoRan. Cartasite doesn’t build hardware. It builds the algorithms that sift through the torrents of data streaming into two, fully redundant clouds identifying the anomalies that direct more efficient response from field workers. Cartasite has well established, multiyear, recurring revenue service contracts with over 70 enterprise customers. As one of the fastest growing Industrial IoT SaaS companies in the energy and natural resource verticals, Cartasite has established a reputation for superlative service and pragmatic innovation. The Company’s realtime geospatial dashboard, worldVIEW, is used to monitor operational status and orchestrate response to critical events. Thematically, Cartasite has a disciplined focus on those industries that must increasingly operate as a geographically distributed factory floor. The Company believes that realtime operational intelligence and geospatial business process optimization will be critical differentiators in the Industrial Internet of Things. The energy and natural resource sectors are adjusting rapidly in response to low commodity prices. The focus on operational efficiency is driving adoption of new technologies and methodologies. Deployment of M2M sensors is transforming field operations within these sectors. Cartasite is positioned precisely at the nexus with proven, deployed solutions to reduce operating costs, ensure regulatory compliance, and enhance safety and security.
Private Equity Round in 2017
Miva, Inc. is a software as a service (SaaS) company that specializes in e-commerce solutions for sellers. Founded in 1996 and headquartered in San Diego, California, with an additional office in Tampa, Florida, Miva provides a comprehensive platform that includes inventory management, order processing, hosting services, and back office integration. Originally known as Miva Small Business Solutions, Inc., the company rebranded to Miva, Inc. in 2013. The company has a history of transformation, previously operating as a digital media company with a focus on marketing and pay-per-click advertising before selling its media division in 2009. Miva’s current offerings are designed to streamline e-commerce operations, helping businesses manage their online sales more effectively.
Founded in 2005 and based in Santa Ana, California, Advantmed, LLC is a healthcare information management company that helps health plans and managed care organizations optimize revenue and improve quality outcomes.Advantmed partners with managed care organizations to deliver the optimal combination of capabilities unique to each organization needed to achieve the objectives, including risk analytics, software containing NCQA-certified HEDIS ® measures, medical record retrieval, medical record abstraction, risk adjustment coding and provider education.
Midwestern Bioag is a biologically-based agricultural consulting company that provides a route to better farming through better soils. They show farmers how to create a tailored farm management plan that builds the capacity of the soil to provide a wide range of economic and environmental benefits for the farm.
It was founded in 1982 and headquartered in Blue Mounds, Wisconsin.
Cartasite is leveraging realtime telemetry to streamline operations, reduce risk, enhance security, and ensure effective utilization of critical assets for some of the world’s largest energy and natural resource corporations. The Company has deployed sensors in 38 countries monitoring everything from pickup trucks to offshore drilling rigs for global enterprises like ConocoPhillips, Anadarko, 3M and Freeport McMoRan. Cartasite doesn’t build hardware. It builds the algorithms that sift through the torrents of data streaming into two, fully redundant clouds identifying the anomalies that direct more efficient response from field workers. Cartasite has well established, multiyear, recurring revenue service contracts with over 70 enterprise customers. As one of the fastest growing Industrial IoT SaaS companies in the energy and natural resource verticals, Cartasite has established a reputation for superlative service and pragmatic innovation. The Company’s realtime geospatial dashboard, worldVIEW, is used to monitor operational status and orchestrate response to critical events. Thematically, Cartasite has a disciplined focus on those industries that must increasingly operate as a geographically distributed factory floor. The Company believes that realtime operational intelligence and geospatial business process optimization will be critical differentiators in the Industrial Internet of Things. The energy and natural resource sectors are adjusting rapidly in response to low commodity prices. The focus on operational efficiency is driving adoption of new technologies and methodologies. Deployment of M2M sensors is transforming field operations within these sectors. Cartasite is positioned precisely at the nexus with proven, deployed solutions to reduce operating costs, ensure regulatory compliance, and enhance safety and security.
CutisCare, LLC specializes in multi-place hyperbaric and wound care services across the United States. The company provides a wide array of wound treatment options, including compression therapy, advanced dressings, IV antibiotics, debridement, and hyperbaric oxygen therapy. It addresses various types of wounds such as diabetic ulcers, pressure ulcers, surgical wounds, and burns, employing techniques like negative pressure wound therapy and bioengineered skin substitutes. Additionally, CutisCare offers customized market analytics, clinical education, and strategic planning to its hospital partners, which include acute care hospitals and trauma centers. The company is committed to compliance and supports flexible business models to enhance patient care. Established in 2015, CutisCare operates from Boca Raton, Florida, and aims to provide next-generation, comprehensive wound management solutions.
Lime Energy Co. specializes in designing and implementing energy efficiency programs for utilities across the United States. The company focuses on providing direct install energy efficiency solutions tailored for small and mid-sized commercial and industrial businesses, aiming to enhance energy efficiency and reduce associated costs. Its range of services includes energy-efficient lighting upgrades, mechanical upgrades, and comprehensive utility program management, which encompasses program design, administration, customer recruitment, and project implementation. As the largest direct install firm in the country, Lime Energy is recognized for exceeding energy efficiency savings goals while fostering customer loyalty and engagement. Founded in 1997 and headquartered in Newark, New Jersey, Lime Energy operates as a subsidiary of Willdan Energy Solutions, Inc. since 2018.
Clinical Research Laboratories, Inc. (CRL) was incorporated in 1992. Today, CRL operates as an independent contract laboratory providing a wide range of clinical safety and efficacy testing to the cosmetic and pharmaceutical industries. Located in central New Jersey, CRL is dedicated to conducting human clinical test procedures to determine the safety and efficacy of cosmetic, personal care, and OTC drug products. Areas of expertise include Dermatology, Photobiology, Ophthalmology, Bioinstrumentation, Microbiology, Cosmetology, Associated Services, and Clinical Trials. CRL combines a highly skilled technical staff with both state-of-the-art equipment and facilities. Clinical Research Laboratories, Inc. is committed to providing cost-effective testing of the highest quality combined with timely scheduling, comprehensive final reports, and a commitment to customer service.
Ease Entertainment Services, LLC is an entertainment payroll and technology company based in Beverly Hills, California, with additional offices across the United States and Canada. The company specializes in providing comprehensive payroll and accounting services tailored to the motion picture, television, and commercial production industries. Its offerings include both union and non-union payroll services, management of worker’s compensation claims, and detailed guidance on union regulations. Ease Entertainment also develops various software solutions, such as Ease Accounting for production accounting, Scenechronize for document management, Ease Budgeting for financial planning, and Ease Cost Reports for real-time analytics on production financing. Additionally, the company offers payroll and production incentive management services for advertisers. Established in 2006, Ease Entertainment Services serves studio executives, producers, and production accounting professionals, distinguishing itself as a bonded payroll provider in the entertainment sector, which enhances its credibility and operational transparency.
Solarsilicon Recycling Services specializes in providing solar and semiconductor feed stock processing services. Solarsilicon obtains and recycles unusable and off-spec silicon from silicon suppliers and solar wafer manufacturers and applies a proprietary reprocessing method to create production-ready silicon. SRS is a market leader in silicon feedstock processing with over 3,000 metric tons of SRS processed silicon in solar cells worldwide.
GBGI Limited is a provider of international benefits insurance products, specializing in the distribution and underwriting of health, disability, life, and travel insurance. The company offers a variety of plans, including group and individual health coverage, life and disability insurance options, and travel insurance products that cater to emergency medical needs and business travelers. Additionally, GBGI Limited provides services such as insurance broking, consulting, third-party administration, and premium collection. Its clientele includes multinational corporations, expatriates, high-net-worth individuals, international schools, non-profit organizations, and international students, all served through a network of brokers and agents. Founded in 1981 and based in St. Peter Port, Guernsey, the company was previously known as Saxton Lane Company Limited before rebranding in November 2016. As of February 2019, GBGI Limited became a privately held entity.
BC2 Environmental specializes in environmental and geotechnical drilling services primarily for government organizations, environmental consultants, real estate developers, and the U.S. military in California. The company provides a range of services, including groundwater and vapor well installation, direct push sampling, and groundwater monitoring. It operates a diverse fleet of drilling rigs, which includes rotary drills, augers, close-in drills, and sonic drills. By offering these services, BC2 Environmental effectively supports site investigations and remediation projects while ensuring compliance with safety standards.
RestorixHealth, Inc. specializes in developing and managing centers focused on amputation prevention, wound management, and hyperbaric medicine. The company addresses various wound types, including diabetic ulcers, pressure ulcers, and surgical wounds, among others. By partnering with hospitals and healthcare facilities, RestorixHealth operates specialized wound healing centers across the United States. Established in 1997 and headquartered in White Plains, New York, the company aims to provide expert care for chronic wounds, which significantly impact millions of individuals. In addition to conventional wound care, RestorixHealth incorporates advanced treatment modalities and hyperbaric oxygen therapy to effectively manage complex cases.
Big Rock Sports is an outdoor sporting goods distributor.
Performance Team LLC specializes in logistics and transportation services, offering comprehensive distribution solutions for retail, wholesale, and omni-channel customers. The company provides e-commerce fulfillment services, including warehouse management, inventory management, returns management, and reverse logistics, along with deconsolidation and transload services. These services encompass label creation, carton labeling, scanning, quality inspection, and special project work. Additionally, Performance Team offers transportation management services that feature vendor pick-up, pool point distribution, retail store delivery, and online shipment tracking. The company also focuses on supply chain management solutions such as inventory control and system scalability. Founded in 1987 and based in Santa Fe Springs, California, Performance Team has expanded its presence with additional locations across the United States. In December 2015, it changed its name from Performance Team Freight Systems, Inc., and as of April 2020, it operates as a subsidiary of A.P. Møller - Mærsk A/S.
Metagenics, based in Aliso Viejo, California, is a life sciences company established in 1983 that focuses on improving health and reversing chronic illness. The company specializes in nutrigenomics and lifestyle medicine, developing science-based nutritional supplements, medical foods, and lifestyle programs tailored for healthcare practitioners. Metagenics offers a range of professional-grade products aimed at supporting various aspects of health, including blood glucose management, cardiometabolic function, gastrointestinal health, immune support, and stress management. With over 40 proprietary formula patents, Metagenics serves tens of thousands of healthcare professionals and more than a million patients worldwide, aiming to address critical health challenges through a combination of nutritional genomics, functional medicine, and therapeutic lifestyle changes.
With over 30 years in business, Helinet has earned a highly trusted and widely respected reputation for its exceptional pilots, unparalleled service, and an outstanding safety record. Helinet serves the following markets: VIP charter, emergency medical services including patient and organ transport, electronic news gathering, motion picture, television and commercial production, and airborne law enforcement. Its mission is, and has always been, to be Southern California’s preferred carrier for safe, responsive and reliable rotor wing services
Catalyst Biosciences is a clinical-stage biopharmaceutical company based in South San Francisco, California, specializing in the development of innovative treatments for hemophilia and other rare bleeding disorders. The company focuses on engineered subcutaneous coagulation factors that enhance blood clotting, aiming to improve patient outcomes compared to traditional intravenous treatments. Its key products include Marzeptacog alfa (activated), an advanced coagulation Factor VIIa that has completed Phase II trials for patients with hemophilia A or B with inhibitors, and Dalcinonacog alfa, an engineered Factor IX therapy that has finished Phase IIb clinical trials for hemophilia B. Catalyst is also developing early-stage gene therapy constructs and long-acting anti-C3 proteases for conditions such as dry age-related macular degeneration (AMD). The company collaborates with Mosaic Biosciences to create anti-complement factor 3 products for retinal diseases and has a partnership with Biogen for the commercialization of pegylated anti-C3 protease therapies. Founded in 2002, Catalyst Biosciences is dedicated to establishing protease therapeutics as a significant new therapeutic platform.