Brevet Capital
Brevet Capital is an investment management firm based in New York City, established in 1998. The firm specializes in providing direct financing solutions to small and middle-market companies across diverse industries, including software, government, media, education, and financial services. Brevet focuses on originating private, middle-market, senior-secured loans, as well as offering financing through direct asset purchases, sale-leasebacks, and term and bridge loans. Committed to integrity and responsibility, Brevet aims to create value and achieve attractive long-term investment returns by customizing structures in the private market, resulting in returns that are less correlated with broader market fluctuations.
The Pizzuti Companies
Debt Financing in 2023
The Pizzuti Companies an innovative real estate services company.
Boast
Debt Financing in 2021
Boast is a fintech platform that assists companies in identifying, claiming, and financing research and development (R&D) tax credits and government incentives. The platform utilizes algorithms to streamline the complex process of claiming R&D incentives, including tax credits related to scientific research and experimental development. By automating these tasks, Boast enables clients to optimize their tax returns while minimizing the burden on their internal resources. The company has successfully aided over 1,000 organizations across the United States and Canada in securing more than $200 million in tax credits. In addition to its core services, Boast fosters a community of innovators, offering opportunities for leaders from rapidly growing companies to share insights through webinars, meetups, and conferences.
Panoptis
Acquisition in 2019
PanOptis, LLC, based in Plano, Texas, specializes in patent marketing and management services. Founded in 2011, the company focuses on strategic patent development and licensing strategies, assisting clients in concluding license agreements and resolving patent disputes. PanOptis consolidates innovative telecommunications patent portfolios, enabling access to valuable technology for smartphone manufacturers. Its in-house services include comprehensive patent management and portfolio analysis, allowing clients to concentrate on innovation and new development in their respective fields.
EngagePoint
Debt Financing in 2015
EngagePoint is a software and services provider focused on assisting government agencies, particularly in the health and human services sector, with the modernization of their systems. Established in 2007 and headquartered in Calverton, New York, EngagePoint offers modular solutions that enable the transformation of legacy IT systems across various programs, including Medicaid, SNAP, TANF, and Child Welfare. By delivering integrated technology and services, EngagePoint aims to enhance the efficiency of health and human services agencies, ensuring they can provide precise benefits to citizens while minimizing costs to taxpayers.
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