Clarion Capital Partners

Clarion Capital Partners is a New York-based private equity investment firm established in 1999. The firm specializes in making control investments in a diversified portfolio of middle-market companies, primarily focusing on growth-stage firms across various sectors, including business services, healthcare, specialty financial services, consumer products, and media and entertainment. Clarion typically invests between $15 million and $50 million in companies with enterprise values ranging from $50 million to $200 million. The firm employs a variety of investment structures, such as leveraged buyouts and growth equity, to tailor capital solutions to the specific needs of each business. As a Registered Investment Adviser, Clarion Capital Partners actively seeks opportunities to enhance the growth and prospects of its portfolio companies.

Victoria Barbalat

Associate

Ajit Bopalkar

Senior Associate

Brian Chibwe

CFO

Matt Feldman

Managing Director

Dan Genzelev

Associate

Jonathan Haas

Managing Director

Brandon M. Katz

Managing Director

Bryan Kelley

Managing Director

Robert Klein

President and Chief Investment Officer, Clarion Structured Credit

Ariana Klener

Principal

Eric Kogan

Partner

Ho Hong Lau

Vice President

Kevin Liss

Vice President

Robert Lohse

Vice President

Edward Martin

Managing Director

Sakura Moriuchi

Managing Director

Joshua Ottensoser

Associate

Aman Patil

Associate

David B. Ragins

President of Private Equity

Sam Rosenberg

Associate (Structured Credit)

Andrew Rubino

Associate

Marc Utay

Founder and Managing Partner

Jenny Yescher

Vice President

15 past transactions

Marketplace Events

Acquisition in 2025
Marketplace Events is a leading organizer of consumer home and garden shows, operating 38 events in the United States and 14 in Canada, alongside five holiday shows. With a presence in 25 markets, the company attracts approximately 1.75 million attendees and 15,000 exhibitors annually, supported by a dedicated team of 150 employees across 14 offices. Marketplace Events is known for producing some of North America's most successful and long-standing shows, with several events in cities like Minneapolis, Philadelphia, Washington, D.C., Vancouver, Calgary, and Montreal having a history exceeding 75 years. In 2016, the company expanded its offerings by launching Marketing Solutions, a division that provides digital marketing, custom printing, branded content, and sales support to its diverse customer base.

Arthur Murray International

Acquisition in 2024
Arthur Murray International facilitates ballroom dance studios and offers a variety of dance lessons.

Narrative Strategies

Private Equity Round in 2024
Narrative Strategies is a strategic communications firm that addresses reputational and public affairs challenges for a diverse clientele, including corporations, trade associations, coalitions, and law firms. The firm focuses on synthesizing complex issues and developing creative solutions tailored to the specific needs of its clients. By assessing the landscape and executing effective campaigns, Narrative Strategies helps organizations navigate today's demanding communication challenges while enhancing their reputation and public standing.

Narrative Strategies

Acquisition in 2024
Narrative Strategies is a strategic communications firm that addresses reputational and public affairs challenges for a diverse clientele, including corporations, trade associations, coalitions, and law firms. The firm focuses on synthesizing complex issues and developing creative solutions tailored to the specific needs of its clients. By assessing the landscape and executing effective campaigns, Narrative Strategies helps organizations navigate today's demanding communication challenges while enhancing their reputation and public standing.

Ready Credit

Private Equity Round in 2023
Ready Credit Corporation is a financial company that specializes in cashless payment systems. It offers debit and credit card services tailored to various sectors, including transit, paratransit, government, and airlines. The company focuses on designing and deploying innovative cashless solutions that help clients enhance revenue, reduce costs, improve customer experiences, and promote inclusivity. Through its services, Ready Credit aims to facilitate seamless transactions for both businesses and their customers.

Vin Di Bona Productions

Private Equity Round in 2023
Vin Di Bona Productions is a production company. They create iconic entertainment that has been enjoyed by all ages for generations. It is engaged in comedic reality television. They charted new territory in the television industry.

OpenRoad Lending

Private Equity Round in 2021
OpenRoad Lending is an online direct-to-consumer auto loan specialist based in the Dallas/Fort Worth area. The company assists customers in obtaining optimal loan terms for both new and used vehicle purchases, as well as refinancing existing auto loans to reduce interest rates and achieve monthly savings. Through partnerships with banks, credit unions, and institutional investors, OpenRoad Lending also offers additional services such as insurance, GAP protection, service contracts, and credit repair. Recognized for its rapid growth and as one of the Best Places to Work, OpenRoad Lending emphasizes transparency by providing clear loan details without hidden costs or application fees. Their award-winning customer service has helped tens of thousands of consumers secure financing for their vehicles, ensuring a streamlined and satisfactory borrowing experience.

Harris & Harris

Private Equity Round in 2019
Harris & Harris is a company that specializes in accounts receivable management services, primarily serving the healthcare, government, and utilities sectors. The firm offers a range of solutions, including first-party and third-party debt collection, as well as third-party liability services. Utilizing advanced onshore call centers, Harris & Harris aims to enhance the efficiency and effectiveness of its debt recovery processes, ensuring compliance and fostering positive relationships between clients and their customers.

Premiere Digital Services

Private Equity Round in 2018
Premiere Digital Services, Inc. is a cloud-based digital asset management and delivery company focused on the Media and Entertainment industry. Founded in 2008 and headquartered in Los Angeles, California, with an additional location in Bengaluru, India, the company offers comprehensive solutions for the ingestion, preparation, packaging, and distribution of digital content. Its Media Services segment caters to film and TV studios, content distributors, and streaming platforms, facilitating the efficient delivery of media assets across various digital platforms. Additionally, Premiere Digital Services provides software tools that allow clients to monitor, update, and track the availability, pricing, and performance of their digital content. This combination of services helps clients navigate the complexities of media distribution, optimize content management, and enhance monetization efforts.

AML RightSource

Private Equity Round in 2017
AML RightSource LLC is a provider of anti-money laundering (AML) and financial crime compliance services, established in 2004 and headquartered in Cleveland, Ohio, with additional offices in Highland Hills, Ohio; Phoenix, Arizona; Buffalo, New York; and Ontario, Canada. The company delivers a range of services including transaction monitoring, alert backlog management, due diligence reviewing, and financial crimes advisory services. With a team of highly-trained professionals, AML RightSource supports clients in the financial services, retail banking, and insurance industries, helping them to navigate the complexities of compliance and maintain effective anti-money laundering practices. The firm caters to clients of all sizes globally, ensuring they meet their day-to-day compliance requirements.

Madison Logic

Acquisition in 2016
Madison Logic is a developer of an account-based marketing and data management platform that specializes in providing digital marketing services for business-to-business (B2B) enterprises. The company offers a global multi-channel marketing solution designed to help organizations identify and engage with influential individuals throughout the buyer’s journey. By utilizing unique proprietary data, Madison Logic enables businesses to pinpoint accounts most likely to convert, thereby accelerating the customer journey and shortening sales cycles. Its software integrates targeted advertising and content syndication with attribution metrics, empowering marketers to prioritize and engage their top accounts effectively. This comprehensive approach helps businesses track and target enterprise customers, ultimately enhancing their sales pipeline and return on investment.

The Oceanaire

Series D in 2008
The Oceanaire Seafood Room operates a chain of full-service seafood restaurants across the United States, distinguished by its commitment to freshness and high-quality seafood. The establishment serves only top-of-the-catch fish sourced from reputable suppliers, ensuring that each dish meets the restaurant’s rigorous standards for quality and flavor. The menu is designed to reflect market availability, resulting in daily changes to its offerings. In addition to a variety of seafood options, including oysters, shellfish, caviar, and house specialties, The Oceanaire also provides private dining services for business functions, special celebrations, and holiday parties, catering to diverse occasions with a focus on exceptional culinary experiences.

Strategic Outsourcing

Acquisition in 2005
Strategic Outsourcing, Inc. (SOI) is a prominent provider of Professional Employer Organization (PEO) services in the United States, headquartered in Charlotte, North Carolina. Since its inception in 1990, the company has focused on delivering comprehensive human resource outsourcing solutions tailored for small and medium-sized businesses. SOI's services encompass payroll administration, safety and risk management, workers' compensation, human resource administration, compliance, and benefits administration. By offering these services, SOI enables its clients to streamline their HR functions, allowing them to focus on their core business operations while ensuring compliance and effective management of employee-related tasks.

Pharmacopeia

Venture Round in 2005
Pharmacopeia, Inc. is a biopharmaceutical company focused on the discovery and development of therapeutics for unmet medical needs. The company's internal program portfolio includes PS433540, a dual-acting angiotensin and endothelin receptor antagonist currently in phase II clinical development for cardiovascular and renal diseases, such as hypertension and diabetic nephropathy. Additionally, PS178990, a muscle selective SARM agonist, is in phase I clinical development. Pharmacopeia also has a preclinical product, PS031291, aimed at treating multiple myeloma and inflammatory diseases like rheumatoid arthritis, as well as JAK3 inhibitors targeting T-cell and cytokine mediated dermatologic and ocular conditions, including psoriasis and dry eye. The company has formed strategic alliances with several pharmaceutical firms, enhancing its research and development capabilities. Founded in 1993 and based in Cranbury, New Jersey, Pharmacopeia was previously known as Pharmacopeia Drug Discovery, Inc. and became a subsidiary of Ligand Pharmaceuticals Inc. in 2008.

KP Engineering

Venture Round in 1999
KP Engineering is a Texas-based company that specializes in providing engineering, procurement, and construction (EPC) solutions for the energy sector. Established in 2004, it serves a diverse range of industries, including refining, oil production, petrochemicals, and gas processing. The firm focuses on delivering comprehensive consulting and project management services that encompass process and scope development, engineering design, technology evaluations, fabrication, and field construction. With a commitment to safety, economic efficiency, and environmental performance, KP Engineering leverages its extensive industry experience and streamlined processes to meet the specific needs of its clients.
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