Comvest Partners is a private equity investment firm based in West Palm Beach, Florida, founded in 2000. The firm specializes in providing equity and debt capital to lower middle-market companies across various sectors, including business services, consumer and retail, healthcare services, technology, financial services, and transportation. Comvest Partners includes experienced operating executives who collaborate with company managers and owners to foster business growth and create long-term value. The firm also offers flexible financing solutions through Comvest Credit Partners, which provides a range of capital options such as senior secured loans, unitranche financing, and mezzanine capital. With a focus on growth-stage companies, Comvest Partners has invested over $1.3 billion in more than 95 public and private enterprises since its inception.
Vice President and Operating Advisory Group Member
Peter Deegan JD
Principal - Human Capital, Operating Advisory Group
Sal Dona
Vice President, Finance and Operations and Controller, BDC / SMA Funds
Davis Ellies
Associate
Michael S. Falk
Managing Partner
Dylan French
Senior Associate
Brenden Gallinek
Principal, Direct Lending
Jason Gelberd
Partner and Co-Head of Direct Lending
David Gibson
Managing Director, Direct Lending
Tom Goila
Managing Director
Andrew Goldsmith
Managing Director of Capital Markets, Direct Lending
Derek Gould
Managing Director, Special Opportunities
Brendan Green
Principal, Direct Lending
Marshall Griffin
Partner
Joe Higginbotham
Managing Director, Direct Lending
Kamau Hixon
Principal, Direct Lending
Patrick Hood
Associate
Zachary Hungate
Associate
George Ittner
Executive Partner
Ojas Jangada
Associate
Tim Kim
Managing Director and Head of Specialty Finance for Comvest's Direct Lending Strategy
Riddi Kline
Executive Partner
Alex Knowland
Principal
Russell Knox
Associate
John Koehler
Managing Director of Operating Advisory Group
Adam Kollender
Principal
Matthew Kunz
Principal, Private Equity
Kevin LaHatte
Partner
Daniel Lee
Partner
Roger Marrero
Partner
Nicholas McClelland
Managing Director, Direct Lending
Christopher O'Donnell
Managing Director, Direct Lending
Robert O’Sullivan
Partner
Austin Peters
Associate
Bryce Peterson
Managing Director
Polson, Bryan D.
Senior Associate
Renee Rempe
Managing Director, Direct Lending Group
Greg Reynolds
Partner
Cecilio Rodriguez
CFO
Palmer Rosemond
Principal
Emilie Schaffer
Vice President, Financial Planning and Analysis
Andrew Shear
Principal, Private Equity
Michael Shim
Senior Managing Director and Lead of the Operating Advisory Group
Scott Soracoe
Managing Director
Enrique Viciana
Principal, Direct Lending
Scott Watson
Principal, Operating Advisory Group
Susan Willens
Principal
Al Wood
Partner, Head of Aviation Finance
83 past transactions
iCreditWorks
Private Equity Round in 2025
iCreditWorks is a financial technology company that specializes in simplifying the dental loan process through a mobile application. The platform enables consumers to apply for loans easily using either a web browser or a mobile app. By facilitating direct communication via electronic means, iCreditWorks connects patients with lenders who provide funding for dental treatments at the point of care. This streamlined approach enhances the lending experience for both dental patients and providers, making it easier to navigate financing options for necessary dental work.
CyberMaxx
Debt Financing in 2025
CyberMaxx is a cybersecurity firm dedicated to protecting its clients from advanced cybersecurity threats. The company offers a range of software solutions designed to enhance compliance, address talent shortages, and prevent organizations from facing reputational damage due to cyber incidents. With a focus on collaboration, CyberMaxx provides a team of experienced cybersecurity professionals who work closely with clients to ensure effective prevention, detection, and response to cyber-attacks. By prioritizing the expertise of its team members, CyberMaxx aims to be a trusted partner in the ongoing battle against cyber threats.
Oceans Healthcare
Debt Financing in 2025
Oceans Healthcare is a behavioral health provider established in 2004, dedicated to healing and long-term recovery for individuals, particularly older adults. The company operates 33 locations, including 23 inpatient hospital campuses across the Southeast, and specializes in addressing cognitive and mental health symptoms such as depression, anxiety, and schizophrenia, as well as behavioral changes related to medication management and substance abuse. In 2020, Oceans treated over 18,000 individuals, demonstrating a commitment to comprehensive care throughout the recovery process. The company is recognized for its consistent achievement of high performance metrics on national quality and safety measurements, as assessed by the Centers for Medicare and Medicaid Services and The Joint Commission. Additionally, Oceans Healthcare has earned a place on the Inc. 5000 list of the fastest-growing private companies in America for four consecutive years.
Diesco Industries
Debt Financing in 2025
Diesco Industries operates in the plastics manufacturing sector, focusing on the production of industrial packaging and beverage solutions. With a history that traces back to 1967, the company has evolved from a basic manufacturer into a significant player in the plastics industry. Diesco Industries is part of the ALYON business ecosystem, indicating a broadened scope of operations within the Dominican Republic. The company prides itself on being a cohesive family of talented, clever, and perseverant individuals who collectively contribute to Diesco's steady, consistent, and unique growth. Diesco Industries emphasizes values, objectives, and purpose as the solid foundations of its success path, aiming to build opportunities and transform lives through its operations and products.
Bland Landscaping Company
Private Equity Round in 2024
Bland Landscaping Company, founded in 1976 and based in Apex, North Carolina, specializes in providing comprehensive landscaping services for both residential estates and commercial properties in the Triangle, Triad, and Charlotte-Metro regions. The company offers a wide range of services including landscape maintenance, design, installation, and renovation, as well as grounds management, irrigation, outdoor lighting, and hardscaping. Additionally, Bland Landscaping provides tree and plant health care, as well as snow and ice removal, ensuring that outdoor spaces remain safe and well-maintained throughout the year.
Seatex
Debt Financing in 2024
Seatex Ltd. is a chemical compounding and manufacturing company based in Rosenberg, Texas, with an additional office in El Campo, Texas. Founded in 1967, Seatex specializes in chemical blending and provides toll manufacturing and private label packaging services. The company offers a diverse range of products, including detergents, sanitizers, emulsifiers, and additives, serving various markets such as automotive care, industrial applications, oilfield services, foodservice, and janitorial needs. Seatex is committed to quality control and assurance, ensuring that its products meet the specific requirements of its customers across different industries.
Surf Air
Post in 2024
Surf Air Inc. operates a private air travel club that offers an All-You-Can-Fly membership model for frequent regional travelers, including entrepreneurs and leisure clients. Founded in 2011 and based in Hawthorne, California, the company provides private charter services with a fleet of Pilatus PC-12 aircraft configured for executive travel. Surf Air connects members to various destinations in the San Francisco Bay Area, Los Angeles Metro Area, Santa Barbara, and Truckee Lake Tahoe, with plans for additional locations. Membership options include Individual, Friends & Family, Group, and Business memberships, allowing flexibility and convenience for users. The service aims to deliver a sophisticated and hassle-free air travel experience that saves both time and money.
Riccobene Associates Family Dentistry
Acquisition in 2024
Riccobene Associates Family Dentistry is a comprehensive dental care practice that offers a wide range of services aimed at maintaining oral health for all ages. The practice specializes in general and multi-specialty dentistry, providing treatments such as cosmetic dentistry, dental implants, orthodontics, and periodontal solutions. Additionally, Riccobene Associates emphasizes the use of advanced technology in their services, which include endodontics, oral surgery, and hygiene care. By focusing on individualized treatment plans, the practice addresses the specific concerns and needs of each patient, ensuring a holistic approach to dental care.
Purchasing Power
Debt Financing in 2024
Purchasing Power is a financial wellness and purchasing platform that enables employees of participating organizations to acquire brand-name products and vacation packages through payroll deductions. By providing a voluntary benefit program, the company promotes financial responsibility and wellness among its users, which include a diverse clientele such as federal employees and retirees. Purchasing Power offers credit alternatives that allow employees to make online purchases and pay for them over time, thereby easing financial burdens while enhancing employee satisfaction and engagement.
Southfield Capital
Debt Financing in 2024
Southfield Capital, LLC is a private equity firm based in Greenwich, Connecticut, founded in 2005. The firm specializes in leveraged buyouts, management-led buyouts, industry consolidations, and growth capital investments, primarily targeting lower middle-market privately owned companies. Southfield Capital focuses on niche sectors such as manufacturing, media, machinery distribution, outsourced business services, specialty finance, consumer products, and construction. The firm typically invests between $10 million and $30 million in companies with sales ranging from $20 million to $100 million and EBITDA between $4 million and $12 million. Southfield Capital aims to make control investments and prefers both minority and majority stakes in its portfolio companies. Its investment activities are primarily concentrated in the United States and Canada.
WildBrain
Post in 2024
WildBrain is a prominent company in the children's entertainment sector, specializing in the creation, production, and management of preschool and children's content. It operates a vast network of channels on YouTube, managing over 11,500 half hours of video content and collaborating with more than 25 international partners. WildBrain oversees 450+ global kids' brands, including popular titles such as Teletubbies, Caillou, and Inspector Gadget, delivering more than 750 million views monthly across its video network. The company not only licenses its extensive library to broadcasters and streaming services worldwide but also generates revenue through consumer products and a comprehensive rights management program. WildBrain's roots trace back to WildBrain Entertainment, an award-winning animation studio, and it continues to innovate by producing original content and marketing campaigns for various publishers and brands. Recognized for its rich portfolio, WildBrain is also involved in copyright management and licensing through its subsidiary, further solidifying its position in the global entertainment landscape.
Senior Helpers
Debt Financing in 2024
Senior Helpers is a franchisor and provider of in-home senior care services, focused on assisting elderly individuals in the United States, Canada, and Australia. Founded by Tony Bonacuse and Peter Ross, the company emerged from their personal experiences in caring for family members, which highlighted significant gaps in the existing care market. Senior Helpers offers specialized programs developed with medical experts that cater to individuals with conditions such as dementia and Parkinson's disease. In addition to these programs, the company provides a range of services, including companion care, personal care, live-in support, respite care, and transition assistance. The aim is to help seniors maintain their independence and remain in their homes despite age-related challenges.
ACT Entertainment
Debt Financing in 2024
ACT Entertainment is a leading manufacturer and value-added distributor of audio and lighting goods and equipment.
Billhighway
Debt Financing in 2024
Billhighway is a cloud-based platform designed for non-profit organizations, offering integrated solutions for payment processing, banking, and accounting. By consolidating multiple local bank accounts into a single operating account with virtual accounts, Billhighway streamlines financial transactions, allowing funds to be routed to cash accounts in real time. This integration improves operational efficiency and reduces the time spent on financial management, enabling organizations to focus more on their missions. The platform is tailored for due and fee-based entities, accommodating specific accounting structures and adhering to Generally Accepted Accounting Principles (GAAP) for successful audits. Additionally, Billhighway provides tools for budgeting and strategic planning, enhancing the financial health of its clients and fostering member engagement.
HighFive Healthcare
Debt Financing in 2023
HighFive Healthcare is a practice management service provider that provides healthcare management for dentistry practices. The company's services include targeted marketing, online scheduling, electronic check-in to surveys, and other associated services, allowing dentists to operate their business more efficiently and provide patients with superior dental care.
ClearOne Advantage
Private Equity Round in 2023
ClearOne Advantage, LLC, also known as ClearOne Debt Relief, is a debt resolution company based in Baltimore, Maryland, incorporated in 2006. The firm specializes in providing debt settlement services for credit cards, medical bills, and other unsecured debts. ClearOne Advantage negotiates with creditors to lower the amounts owed, enabling clients to settle their debts for a more manageable sum. In addition to debt negotiation, the company offers credit counseling services, helping clients develop spending plans and improve their financial literacy for long-term financial stability. Through attentive customer service and expert negotiation, ClearOne Advantage aims to assist clients in reducing their financial burdens and achieving a debt-free future.
Beyond Finance
Debt Financing in 2023
Beyond Finance, Inc. is a Houston-based company, with an additional location in Beverly, Massachusetts, that specializes in debt resolution services. Founded in 2016, the company aims to simplify and enhance consumer debt management through innovative financial products that are transparent and effective. By investing in technology and data analytics, Beyond Finance identifies and targets specific market segments to provide tailored solutions that exceed industry standards. The firm analyzes clients' debts and employs various strategies to consolidate or settle them, ultimately helping clients achieve financial relief and savings. The team at Beyond Finance comprises experienced professionals from diverse backgrounds, including data science, credit, servicing, and marketing, who are committed to building a trustworthy financial brand that prioritizes consumer needs.
Apotheco Pharmacy Group
Private Equity Round in 2023
Apotheco Pharmacy Group is a dermatology focused pharmacy providing the highest quality of dermatological medications at low costs.
Oak Dental Partners
Private Equity Round in 2023
Oak Dental Partners is a dental service organization focused on enhancing pediatric, family dentistry, and orthodontic practices. The company is dedicated to improving the overall health of its patients by providing comprehensive oral health care tailored for infants, children, and adolescents. Oak Dental Partners creates a fun and stress-free environment that emphasizes prevention and education, which aids its partner practices in attracting and retaining patients. Through its organizational services, Oak Dental Partners supports dental practices in achieving efficient administration and a consistent flow of guests.
Oak Dental Partners
Debt Financing in 2023
Oak Dental Partners is a dental service organization focused on enhancing pediatric, family dentistry, and orthodontic practices. The company is dedicated to improving the overall health of its patients by providing comprehensive oral health care tailored for infants, children, and adolescents. Oak Dental Partners creates a fun and stress-free environment that emphasizes prevention and education, which aids its partner practices in attracting and retaining patients. Through its organizational services, Oak Dental Partners supports dental practices in achieving efficient administration and a consistent flow of guests.
Cardiovascular Logistics
Debt Financing in 2023
Cardiovascular Logistics is the most comprehensive cardiovascular platform providing the logistics to integrate the nation’s best cardiology practices into one robust cardiovascular solution.
Flash Global
Acquisition in 2022
Flash Global is a logistics company that specializes in aftermarket services for mission-critical service parts and products. The company provides a range of solutions including strategic deployment and positioning, rapid delivery, management and tracking, and global trade management. Flash Global also offers importer and exporter of record services and global field services, catering primarily to sectors such as computer data storage, networking, telecommunications, high-tech communications, automation, and semiconductors. By focusing on customized distribution, Flash Global aims to reduce outstanding inventory while ensuring reliability, consistency, and compliance in its operations.
Checkedup
Debt Financing in 2022
CheckedUp is a leading health technology company that specializes in providing innovative point-of-care services designed to educate and engage both patients and physicians throughout the healthcare journey. The company offers digital out-of-home solutions, including auditory, visual, and tactile elements such as waiting room displays and interactive digital wallboards. These technologies aim to empower patients and healthcare professionals to make informed health decisions together. With a 6-year history and offices in Florida and New York City, CheckedUp employs approximately 40 individuals, many of whom have extensive experience in point-of-care and healthcare settings. The company is committed to delivering high-quality, measurable solutions that are verified by third parties, all at no cost to professionals.
GAI Consultants
Private Equity Round in 2022
GAI Consultants is a provider of planning, engineering, and environmental consultancy services that support various sectors, including energy, transportation, development, government, and industrial markets. The company offers a diverse array of services such as construction, cultural resources, distribution engineering, economics and strategy, environmental engineering, environmental studies, geotechnical and geological engineering, land development, and landscape architecture and design. By delivering customized solutions and local expertise, GAI Consultants enables its clients to effectively transform their ideas into tangible results.
VanDeMark Chemical
Private Equity Round in 2022
VanDeMark Chemical, Inc. is a chemical manufacturing company based in Lockport, New York, with a sales unit in Offenbach, Germany. Founded in 1932, it specializes in the development, manufacture, and commercialization of fine chemicals, particularly phosgene-based products. The company offers a diverse range of products, including acid chlorides, carbazates, carbonates, chloroformates, isocyanates, and various phosgene derivatives such as dibenzyl azodicarboxylate and vilsmeier reagent. These products serve multiple industries, including pharmaceuticals, agrochemicals, personal care, electronics, and plastics, with applications in additives, catalysts, intermediates, and solvents. VanDeMark Chemical emphasizes quality assurance and continuous improvement, striving to enhance the performance of its customers' products while addressing health, safety, and environmental concerns.
Fat Tuesday
Debt Financing in 2022
Fat Tuesday is a food and beverages company that operates a chain of bars and restaurants primarily located in warm climates, tourist destinations, entertainment districts, and outdoor malls. The company specializes in frozen drinks, offering a diverse selection of cocktails, sweet and sour drink mixes, and other beverages. By focusing on providing a variety of delicious frozen party cocktails, Fat Tuesday caters to customers seeking refreshing and enjoyable drink options in vibrant social settings.
CareVet
Debt Financing in 2022
CareVet is a veterinary network based in St. Louis, Missouri, that manages and supports a range of hospitals across the United States. Founded in 2018, the company emphasizes a Whole Person Approach, which prioritizes the personal and professional well-being of its team members. CareVet focuses on stability and engagement within its operations, guided by five core pillars of care. This model aims to provide quality veterinary services to small communities, ensuring that pet owners have access to a reliable network of veterinary hospitals.
Renovation Brands
Private Equity Round in 2021
Renovation Brands LLC is an internet retail company based in Florence, Alabama, specializing in home improvement products for residential and commercial customers. Founded in 2002 and previously known as Net Direct Merchants, LLC, the company operates multiple eCommerce brands, each recognized as a leader in its niche. Renovation Brands offers a diverse array of products, including electric fireplaces, heaters, fireplace mantels, decorative ceiling and wall tiles, and ready-to-assemble cabinets. The company caters to a wide range of clientele, from individual consumers to professionals such as architects, builders, and interior designers, providing them with curated and proprietary branded products. With a strong focus on digital retail, Renovation Brands has established itself as a prominent player in the home improvement sector.
Gen3 Marketing
Private Equity Round in 2021
Gen3 Marketing, LLC is a full-service digital marketing agency headquartered in Blue Bell, Pennsylvania, with an additional office in Santa Barbara, California. Established in 2006, the company specializes in providing custom digital marketing solutions, including affiliate marketing, search engine optimization (SEO), paid search advertising, social media management, and digital outreach and public relations. Gen3 Marketing serves a diverse range of industries, including financial services, health and wellness, apparel and accessories, and home and garden. The agency focuses on optimizing the positioning of clients' products and services on third-party websites to attract qualified buyers and enhance long-term sales growth.
CareVet
Debt Financing in 2021
CareVet is a veterinary network based in St. Louis, Missouri, that manages and supports a range of hospitals across the United States. Founded in 2018, the company emphasizes a Whole Person Approach, which prioritizes the personal and professional well-being of its team members. CareVet focuses on stability and engagement within its operations, guided by five core pillars of care. This model aims to provide quality veterinary services to small communities, ensuring that pet owners have access to a reliable network of veterinary hospitals.
Atomic Transport
Private Equity Round in 2021
Atomic Transport is a company that offers specialized services in waste transfer operations and transportation. It focuses on providing outsourced long-haul waste transport and managing transfer stations for waste companies. Atomic Transport facilitates the movement of various types of waste, including municipal solid and liquid waste, as well as construction and demolition debris, from collection points to landfills and terminal stations. By delivering efficient waste management solutions, the company supports its clients in effectively handling their waste disposal needs.
Uniguest
Debt Financing in 2021
Uniguest is a leading provider of secure, fully managed technology solutions tailored for the hospitality industry, as well as sectors such as senior living, specialty retail, education, and corporate environments. The company offers a comprehensive range of services, including public-use computers, digital signage, kiosks, and specialized tablets, all supported by 24/7 service delivery. With a management portfolio of over 20,000 guest-facing technology devices across 10,000 client properties in 52 countries, Uniguest serves many of the world’s most recognized hospitality brands. Its solutions encompass complete hardware and software packages, system implementation, and multilingual support, enabling clients to effectively engage with their audience through innovative technology.
Regent Holding
Debt Financing in 2021
Regent is a global designer and wholesaler of home décor, home fragrance, and accent products offered through multiple channels.
Leixir Dental Group
Private Equity Round in 2021
Leixir Group operates a network of dental laboratories in the United States and Canada, specializing in a comprehensive range of dental restorations and services. The company provides products such as crowns, bridges, implants, advanced ceramic systems, and dentures, catering to the needs of dentists globally. In addition to fixed and removable prosthesis, Leixir Group offers services in cosmetic and restorative dentistry. A key focus of the company is digital dentistry, which includes digital impressions and CAD/CAM implant planning, enhancing the integration of innovative technology into traditional dental practices. With a commitment to delivering high-quality and cutting-edge dental products, Leixir Group strategically positions its laboratories to ensure superior service to its clientele.
Beyond Finance
Debt Financing in 2021
Beyond Finance, Inc. is a Houston-based company, with an additional location in Beverly, Massachusetts, that specializes in debt resolution services. Founded in 2016, the company aims to simplify and enhance consumer debt management through innovative financial products that are transparent and effective. By investing in technology and data analytics, Beyond Finance identifies and targets specific market segments to provide tailored solutions that exceed industry standards. The firm analyzes clients' debts and employs various strategies to consolidate or settle them, ultimately helping clients achieve financial relief and savings. The team at Beyond Finance comprises experienced professionals from diverse backgrounds, including data science, credit, servicing, and marketing, who are committed to building a trustworthy financial brand that prioritizes consumer needs.
CareVet
Debt Financing in 2020
CareVet is a veterinary network based in St. Louis, Missouri, that manages and supports a range of hospitals across the United States. Founded in 2018, the company emphasizes a Whole Person Approach, which prioritizes the personal and professional well-being of its team members. CareVet focuses on stability and engagement within its operations, guided by five core pillars of care. This model aims to provide quality veterinary services to small communities, ensuring that pet owners have access to a reliable network of veterinary hospitals.
von Drehle
Debt Financing in 2020
von Drehle Corporation is a manufacturer and supplier of towel and tissue products, primarily catering to the away-from-home market. Founded in 1974 and headquartered in Hickory, North Carolina, the company provides a range of products, including center pull, hardwound, folded, and household roll towels, as well as jumbo roll tissues, bath tissues, facial tissues, and various dispensers. Its products are widely utilized in industrial and commercial settings, medical facilities, government complexes, airports, and hotels. von Drehle serves its customers through a global network of distributors and operates production facilities in several locations, including Maiden and Cordova in North Carolina, Memphis, Tennessee, Las Vegas, Nevada, and Natchez, Mississippi. The company is committed to delivering quality products while ensuring exceptional service in the industry.
Encompass Supply Chain Solutions
Private Equity Round in 2020
Encompass Supply Chain Solutions, Inc. is a prominent supplier of genuine replacement parts and accessories for various consumer products, including home appliances, consumer electronics, HVAC systems, computers, and personal care items. With a comprehensive catalog of over eight million OEM parts sourced from more than 200 leading manufacturers, Encompass serves both the service trade and individual consumers. The company also provides specialized services in parts supply chain management, third-party logistics, and reverse logistics, ensuring efficient management of products throughout their lifecycle. Established in 1953 and headquartered in Lawrenceville, Georgia, Encompass operates multiple distribution facilities across the United States and has expanded its presence to several countries in North America and South America, as well as Europe. The company’s commitment to optimized performance and eco-friendly disposal practices further distinguishes its role in the supply chain industry.
Encompass Supply Chain Solutions
Acquisition in 2019
Encompass Supply Chain Solutions, Inc. is a prominent supplier of genuine replacement parts and accessories for various consumer products, including home appliances, consumer electronics, HVAC systems, computers, and personal care items. With a comprehensive catalog of over eight million OEM parts sourced from more than 200 leading manufacturers, Encompass serves both the service trade and individual consumers. The company also provides specialized services in parts supply chain management, third-party logistics, and reverse logistics, ensuring efficient management of products throughout their lifecycle. Established in 1953 and headquartered in Lawrenceville, Georgia, Encompass operates multiple distribution facilities across the United States and has expanded its presence to several countries in North America and South America, as well as Europe. The company’s commitment to optimized performance and eco-friendly disposal practices further distinguishes its role in the supply chain industry.
HOP Energy
Debt Financing in 2019
HOP Energy, LLC is a full-service energy company that offers a variety of residential and commercial energy solutions throughout the northeastern United States. Founded in 1995 and headquartered in White Plains, New York, the company provides residential customers with heating oils, propane fuel and tanks, and a range of heating and cooling equipment, alongside 24-hour service and comprehensive service contracts for essential appliances such as water heaters and humidifiers. For commercial clients, HOP Energy specializes in premium heating oils, motor fuels, biofuels, natural gas, and a broad array of HVAC services, including the sale and installation of furnaces, boilers, heat pumps, and generators. The company also offers mobile fleet fueling, emergency response programs, and tailored payment options. HOP Energy serves a diverse service area, including Vermont, Massachusetts, Rhode Island, Connecticut, New York, New Jersey, Pennsylvania, and Delaware.
Beyond Finance
Debt Financing in 2019
Beyond Finance, Inc. is a Houston-based company, with an additional location in Beverly, Massachusetts, that specializes in debt resolution services. Founded in 2016, the company aims to simplify and enhance consumer debt management through innovative financial products that are transparent and effective. By investing in technology and data analytics, Beyond Finance identifies and targets specific market segments to provide tailored solutions that exceed industry standards. The firm analyzes clients' debts and employs various strategies to consolidate or settle them, ultimately helping clients achieve financial relief and savings. The team at Beyond Finance comprises experienced professionals from diverse backgrounds, including data science, credit, servicing, and marketing, who are committed to building a trustworthy financial brand that prioritizes consumer needs.
VanDeMark Chemical
Acquisition in 2019
VanDeMark Chemical, Inc. is a chemical manufacturing company based in Lockport, New York, with a sales unit in Offenbach, Germany. Founded in 1932, it specializes in the development, manufacture, and commercialization of fine chemicals, particularly phosgene-based products. The company offers a diverse range of products, including acid chlorides, carbazates, carbonates, chloroformates, isocyanates, and various phosgene derivatives such as dibenzyl azodicarboxylate and vilsmeier reagent. These products serve multiple industries, including pharmaceuticals, agrochemicals, personal care, electronics, and plastics, with applications in additives, catalysts, intermediates, and solvents. VanDeMark Chemical emphasizes quality assurance and continuous improvement, striving to enhance the performance of its customers' products while addressing health, safety, and environmental concerns.
Ojos Locos
Debt Financing in 2018
Ojos Locos Sports Cantina, LLC is a sports-themed restaurant and bar founded in 2010 and based in Plano, Texas. The establishment caters primarily to the Hispanic community, providing a relaxed atmosphere that emphasizes comfort and cultural connection. Ojos Locos features state-of-the-art HD televisions that broadcast a variety of sporting events, including soccer, boxing, UFC, NFL, MLB, and NBA games, ensuring that patrons can enjoy both local home games and international matches. With locations in Houston, Dallas, San Antonio, Fort Worth, and El Paso, Texas, as well as Albuquerque, New Mexico, Ojos Locos aims to create a vibrant social space where sports enthusiasts can gather to celebrate their favorite games and enjoy authentic Mexican cuisine.
Ojos Locos
Private Equity Round in 2018
Ojos Locos Sports Cantina, LLC is a sports-themed restaurant and bar founded in 2010 and based in Plano, Texas. The establishment caters primarily to the Hispanic community, providing a relaxed atmosphere that emphasizes comfort and cultural connection. Ojos Locos features state-of-the-art HD televisions that broadcast a variety of sporting events, including soccer, boxing, UFC, NFL, MLB, and NBA games, ensuring that patrons can enjoy both local home games and international matches. With locations in Houston, Dallas, San Antonio, Fort Worth, and El Paso, Texas, as well as Albuquerque, New Mexico, Ojos Locos aims to create a vibrant social space where sports enthusiasts can gather to celebrate their favorite games and enjoy authentic Mexican cuisine.
DuraMedic
Private Equity Round in 2018
DuraMedic manufactures medical products that are intended to be given to patients at the point of care. The company was founded in 2004 and is headquartered in Austin, Texas.
Vintage Stock
Debt Financing in 2018
Vintage Stock, Inc. is a retail chain specializing in the buying and selling of movies, music, video games, comics, toys, and collectibles. The company offers a wide range of products, including Blu-ray, DVD, and VHS movies; CDs and vinyl records; new and vintage video game consoles, games, and accessories; comic books; sports cards; and various memorabilia. Additionally, Vintage Stock provides movie and video game rental services, as well as disc repair. The company operates under sub-brands such as VStock and Movie Trading Company and has locations in Missouri, Kansas, Oklahoma, Arkansas, Texas, and Illinois. Founded in 1980 and headquartered in Joplin, Missouri, Vintage Stock also sells products through its online platform.
RugsUSA
Private Equity Round in 2018
Rugs USA is a retailer specializing in indoor and outdoor area rugs, along with a variety of furniture and home decor items. The company provides a wide selection of rugs directly to consumers through its website and various e-commerce platforms, allowing customers to find products that align with their design preferences and budget. By focusing on transforming houses into homes, Rugs USA aims to cater to diverse aesthetic needs while ensuring accessibility for a broad range of customers.
Acima
Debt Financing in 2018
Acima Credit, LLC, founded in 2013 and based in Sandy, Utah, specializes in consumer finance services, particularly through its leasing and credit solutions. The company offers a proprietary point-of-sale leasing platform that enables quick and easy approval processes for both merchants and consumers. Utilizing modern technology, artificial intelligence, and alternative data sources, Acima identifies creditworthy individuals regardless of their traditional credit scores. This innovative approach allows consumers from diverse backgrounds to access essential goods and services without the need for conventional credit. Acima's platform not only streamlines the application process but also provides automatic approval decisions within seconds, enhancing the shopping experience for clients and facilitating flexible payment schedules with early purchase incentives.
Systems Control
Acquisition in 2018
Systems Control, founded in 1962 and based in Iron Mountain, Michigan, specializes in the design and manufacture of control and relay panels, as well as equipment enclosures. The company focuses on providing essential components for electrical transmission and distribution substations throughout North America. By producing reliable protective relay and control panels, Systems Control plays a crucial role in enabling electric utility providers to efficiently transmit and distribute energy from source to grid.
Merchant Advance Capital
Debt Financing in 2018
Merchant Advance Capital is a financial innovation that's also designed to focus on funding for smaller businesses. The company's platform offers growth financing to businesses using a method that incorporates recent technology, transparency, and considerate customer care. This method helps make business financing simple to understand and available, and it also allows for both fixed and variable payment structures that make it easy for clients to manage their operating cash flow. This enables restaurants, pubs, clothing stores, convenience stores, coffee shops, auto repair shops, and clinics.
Engage2Excel
Acquisition in 2018
Engage2Excel, Inc. specializes in employee recruitment, onboarding, recognition, development, and survey solutions for various sectors, including health services, technology, finance, and manufacturing. The company offers a range of services designed to enhance employee engagement and performance, such as CXS Recruit for talent acquisition, CXS Onboard for improving the onboarding experience, and CXS Recognize for employee recognition programs that leverage technology and analytics. Additionally, CXS Develop focuses on managerial skill enhancement to foster recognition in the workplace, while CXS Survey provides a cloud-based platform for effective survey development and analytics. Founded in 1892 and formerly known as The TharpeRobbins Company, Engage2Excel is headquartered in Statesville, North Carolina, with additional offices in North Charlotte, Attleboro, Lincoln, Chicago, and Montreal. The company has a longstanding history of providing innovative recognition solutions to help businesses improve employee engagement and drive positive business outcomes.
MinuteKey
Series D in 2018
MinuteKey is a developer of self-service key duplication kiosks based in Boulder, Colorado. The company has created the world's first self-service key duplication machine, which utilizes a proprietary laser imaging system to accurately identify key types and provide real-time updates on the duplication process. The founders have invested significant time in refining the technology, resulting in a highly reliable and user-friendly key-cutting device. MinuteKey's innovations encompass advancements in robotics, electronics, and software engineering, with several patents pending to protect these developments. Today, MinuteKey kiosks are strategically placed in high-traffic areas of major retail locations, making key duplication accessible and convenient for customers.
Cash 4 You
Debt Financing in 2018
Cash 4 You Corp. is a consumer finance retailer based in Cambridge, Ontario, Canada, founded in 2001. The company operates over 100 financial service centers throughout the province of Ontario, focusing on providing financial services to underbanked individuals, particularly those in near-prime and subprime credit categories. By catering to this demographic, Cash 4 You aims to offer accessible financial solutions tailored to the needs of its customers.
Citizens Rx
Private Equity Round in 2017
Citizens Rx, LLC specializes in providing pharmacy benefit management services to both public and private organizations, as well as health plans across the United States. The company offers a comprehensive range of services, including claims processing, formulary management, and Rx network management. Additionally, Citizens Rx delivers clinical and consulting services that encompass predictive modeling, data integration, trend analysis, prior authorization, and utilization management. The firm also supports its clients through implementation services, dedicated client service teams, and call center assistance. By focusing on these areas, Citizens Rx aims to help organizations manage and reduce rising pharmacy expenditures effectively.
Carepayment
Private Equity Round in 2017
CarePayment is a healthcare finance company that specializes in patient financial engagement, helping individuals manage their medical expenses effectively. The company provides a range of financial solutions tailored for hospitals, physician practices, and ancillary service providers across the country. By offering flexible financing options, CarePayment enables patients to access necessary medical care when they need it, while also assisting healthcare providers in improving their financial performance. This approach supports the sustainability of quality healthcare services within communities.
Interamerican Medical Center Group
Acquisition in 2017
Interamerican Medical Center Group provides primary care and specialty services to Medicare, Medicaid and commercial populations through 19 medical centers in Florida. The company delivers high quality medical care to thousands of members for numerous managed care organizations.
Lasko Products
Private Equity Round in 2016
Lasko Products is a prominent manufacturer of home comfort solutions, specializing in portable fans and heaters. Founded in 1906 by Henry Lasko, the company has over a century of experience in engineering and producing high-performance products designed to enhance everyday living. Lasko's extensive product lineup includes box fans, pedestal fans, tower fans, air purifiers, humidifiers, tower heaters, and space heaters. These products are available through various retailers and online platforms, making them accessible to a wide range of consumers. Lasko is committed to creating a healthier and more comfortable environment for its customers with its trusted and innovative designs.
D&S Community Services
Acquisition in 2016
D&S Community Services is a prominent provider of residential and community-based services for individuals with intellectual and developmental disabilities, operating in Texas, Tennessee, and Kentucky. The organization offers a diverse array of services, including supported group home living, intermediate care facilities, foster care, in-home support, day habilitation programs, as well as specialty therapy and nursing services. D&S Community Services is dedicated to empowering individuals to achieve independence and self-determination, facilitating their ability to lead fulfilling lives within their communities.
Crest Financial
Debt Financing in 2015
An innovative industry leader in No Credit Needed financing, Crest Financial delivers outstanding customer service and provides instant approvals on transactions up to $5,000 using the most advanced technology, resulting in the highest rate of approved transactions in the industry. Their superior financing solutions offer flexible payment options that include In-Home Layaway™ and a 90-day buyout option on leases.They provide families with No Credit Needed financing through selected retail partnerships.
Old Time Pottery
Acquisition in 2014
Old Time Pottery, Inc. is a discount retailer specializing in home décor products, offering a wide range of items including decorative accessories, furniture, lighting, rugs, wall décor, and window treatments. The company also provides dining and entertaining products such as dinnerware and serveware, kitchen tools, bed and bath essentials, floral arrangements, and seasonal merchandise. Founded in 1985 and headquartered in Murfreesboro, Tennessee, Old Time Pottery operates stores across several states, including Alabama, Florida, and Georgia. The retailer aims to provide affordable options for home decoration and has expanded its reach through an online platform, allowing customers worldwide to purchase its products. In June 2020, Old Time Pottery filed for reorganization under Chapter 11 in the U.S. Bankruptcy Court for the Middle District of Tennessee, indicating challenges faced in recent years.
Egenera
Venture Round in 2014
Egenera, Inc. is a provider of cloud services and data center infrastructure management software, headquartered in Boxborough, Massachusetts, with additional offices in Tokyo and Dublin. Founded in 2000, the company specializes in delivering the Egenera Cloud Suite, which includes PAN Cloud Director, PAN Manager, and PAN Domain Manager. This suite allows enterprises and service providers to design, deploy, manage, and protect IT as a cloud service. Egenera's offerings also encompass the Xterity Cloud Service, which provides dedicated, managed, private, and hybrid cloud services, including Infrastructure as a Service, Disaster Recovery as a Service, and Backup as a Service, primarily through partnerships with managed service providers and independent software vendors. The company supports a diverse clientele, including enterprise data centers, government agencies, and various service providers globally, and maintains partnerships with leading technology firms to enhance its product capabilities. In addition to software solutions, Egenera offers consulting, training, and various support services to its clients.
Merchant Cash and Capital
Debt Financing in 2014
For nearly a decade, Merchant Cash & Capital, LLC has been an industry leader in providing alternatives to traditional funding sources and an innovator in providing cash advances and other financial services to businesses in the retail, restaurant and services industries.
BizFi
Debt Financing in 2014
BizFi operates an automated online marketplace that provides diverse financing options to businesses, particularly in the retail, restaurant, and services sectors. Utilizing proprietary technology, BizFi's platform enables business owners to access multiple funding solutions and receive real-time pre-approvals. The company specializes in alternative funding methods, such as merchant cash advances, by purchasing a small percentage of future credit card revenues and advancing the funds upfront to qualified businesses. BizFi aims to support business growth by offering accessible funding solutions without the constraints of traditional credit requirements, hidden fees, or complex repayment terms. Its philosophy focuses on being a reliable partner in helping businesses achieve their potential through tailored financial assistance.
Adayana
Acquisition in 2014
Adayana Agribusiness Group Inc. specializes in providing technology, learning, and management consulting services tailored for agribusiness sectors, including animal health, seed, livestock, and farming equipment. Founded in 1979 and based in Indianapolis, Indiana, Adayana focuses on enhancing organizational performance and human capital development. The company serves a diverse range of clients across various industries, including federal government, automotive, healthcare, and food and beverage. Its offerings encompass Learning Solutions and Delivery, Managed Learning Services, Strategy and Management Consulting, Branding and Strategic Communications, and Performance Technologies. As of January 2016, Adayana operates as a subsidiary of Beck Ag, Inc.
City Loan
Debt Financing in 2013
When you get an auto title loan online from City Loan, you are guaranteed fast money at an affordable monthly payment. What makes us different from other title loan lenders in California is that we are devoted to you, our client, and to ensuring that your experience with us is positive and that you get the financial help you can trust. Do you think all auto title lenders are the same? No my friend!! • We don't do a credit check* • We put money in your hands today • Almost 99% of our customers remain in good standing. This is 10 times more than the industry standard. The City Loan Difference™ We are rated A+ with the BBB for one simple reason: we treat you with the respect and honesty you deserve. Close to 99% of all our customers are in good standing with us every single month, and that is something we are proud of since it is ten times better than the industry standard. And you get your own Personal Account Manager (PAM) to work with you every month until your loan is paid off. If you have a problem during our partnership, your own PAM will help you with coming up with a solution.
Karmaloop
Debt Financing in 2012
Karmaloop, Inc. is an online retailer specializing in clothing, footwear, and accessories for both men and women. Founded in 1999 and based in Boston, Massachusetts, Karmaloop offers a diverse range of products including denim, knit tops, outerwear, and a variety of accessories such as bags, hats, and jewelry. The company positions itself as a leading destination in cutting-edge fashion, catering to a culture that values individuality and self-expression. It operates not only as an e-commerce platform but also as a community that celebrates lifestyle and culture through various initiatives, including Karmaloop Kazbah, a marketplace for emerging brands, and KarmaloopTV, a multi-platform channel focused on underground fashion and arts. As of 2016, Karmaloop operates as a subsidiary of Shiekh Shoes, Inc. and employs approximately 130 individuals dedicated to fostering a vibrant cultural brand.
Cartera Commerce
Venture Round in 2012
Cartera Commerce Inc. operates a partner-branded website that allows users to earn rewards through online shopping, enhancing their ability to accumulate miles, points, or cash-back across various loyalty programs. The company provides a comprehensive, performance-based offer platform tailored for card issuers, airline frequent flyer programs, and merchants, facilitating personalized shopping and marketing initiatives. Cartera partners with major financial institutions and airlines, as well as numerous merchant advertisers, to foster consumer engagement and loyalty while maximizing spending and creating new revenue streams. Additionally, the company builds and maintains shopping sites, reward-tracking systems, and marketing communications for its clients. Founded in 2005 and headquartered in Lexington, Massachusetts, Cartera Commerce was formerly known as Mall Networks, Inc. and became a subsidiary of Ebates, Inc. in 2017.
Alana HealthCare
Debt Financing in 2011
Alana HealthCare, LLC, based in Nashville, Tennessee, is a health solutions company focused on providing comprehensive management services for individuals with chronic and complex health conditions. The company offers a range of services, including patient care, clinical consultation, ambulatory infusion centers, wound therapy management, respiratory therapy, home-based therapy, and non-invasive ventilation devices. Alana HealthCare aims to address the challenges associated with managing chronic illnesses, ensuring that patients receive the necessary support and care tailored to their specific needs.
Cartera Commerce
Venture Round in 2011
Cartera Commerce Inc. operates a partner-branded website that allows users to earn rewards through online shopping, enhancing their ability to accumulate miles, points, or cash-back across various loyalty programs. The company provides a comprehensive, performance-based offer platform tailored for card issuers, airline frequent flyer programs, and merchants, facilitating personalized shopping and marketing initiatives. Cartera partners with major financial institutions and airlines, as well as numerous merchant advertisers, to foster consumer engagement and loyalty while maximizing spending and creating new revenue streams. Additionally, the company builds and maintains shopping sites, reward-tracking systems, and marketing communications for its clients. Founded in 2005 and headquartered in Lexington, Massachusetts, Cartera Commerce was formerly known as Mall Networks, Inc. and became a subsidiary of Ebates, Inc. in 2017.
StarGen
Venture Round in 2003
StarGen is a semiconductor company based in Marlborough, Massachusetts, specializing in serial switched interconnect solutions for computing and communications equipment. The company provides low-overhead, protocol-agnostic architectures that adhere to open standards, catering to various markets including communications, storage, servers, and embedded systems. StarGen also offers products for vendors of access communication platforms that support voice, data, and video networks. Founded in 1999 as StarBridge Technologies, Inc., the company rebranded to StarGen, Inc. in 2000 and has operated as a subsidiary of Dolphin Interconnect Solutions AS since 2007.
Cymfony
Series C in 2003
Cymfony, a Kantar Media company, specializes in market influence analytics by analyzing the vast array of voices found in both social and traditional media. Their advanced platform, Maestro, combines cutting-edge technology with expert analysis to pinpoint key individuals, issues, and trends that affect businesses. This enables clients to understand market dynamics quickly and effectively, ensuring they stay informed and responsive to changes in their environment.
Cymfony
Series C in 2003
Cymfony, a Kantar Media company, specializes in market influence analytics by analyzing the vast array of voices found in both social and traditional media. Their advanced platform, Maestro, combines cutting-edge technology with expert analysis to pinpoint key individuals, issues, and trends that affect businesses. This enables clients to understand market dynamics quickly and effectively, ensuring they stay informed and responsive to changes in their environment.
PhyFlex Networks
Series B in 2002
PhyFlex Networks is a business services software and broadband access company that creates new business models for cable operators through its True Broadband solution. True Broadband includes a comprehensive software suite for the creation, provisioning, and management of end-to-end broadband services dynamically and on demand.
Bigband Networks
Series C in 2002
BigBand Networks, Inc. specializes in integrated broadband access solutions for cable operators and telecommunications companies. The company develops, markets, and sells network-based platforms that facilitate the delivery of video services over various types of networks, including coaxial, fiber, and copper. Operating both in the United States and internationally, BigBand Networks focuses on enhancing the capabilities of service providers to meet the demands of modern video delivery.
Airvana
Venture Round in 2002
Airvana, Inc. specializes in small cell solutions designed to enhance communication applications for wireless networks. Founded in 2000 and headquartered in Chelmsford, Massachusetts, the company provides a range of products, including 4G LTE and 3G small cell solutions aimed at improving voice coverage, data performance, and capacity for wireless services. Airvana's offerings include enterprise LTE small cells like OneCell, which is a cloud RAN system, as well as consumer and small office small cells. The company also develops small cell management and self-organizing network (SON) systems to support extensive small cell deployments. Its product portfolio enables wireless operators to deliver high-quality multimedia services, including internet access, email, and video, to users of mobile devices. Airvana maintains strategic partnerships with leading technology companies to enhance its capabilities in the telecommunications sector. The company also has development centers in Chelmsford and Bengaluru, India.
Cinta Networks
Venture Round in 2001
Cinta Networks Corporation designs and builds next-generation carrier-class optical networking systems for telecommunications service providers who need to meet and manage the unpredictable demand for and growth in bandwidth on the optical network.
Infinera
Series A in 2001
Infinera Corporation is a global provider of optical transport networking equipment, software, and services, headquartered in Sunnyvale, California. The company specializes in photonic integration technology, offering a diverse portfolio that includes modular platforms, coherent optical transport systems, and packet-optical transport solutions. Its products, such as the Infinera Groove series and 7300 series, cater to various transport network applications, enabling high-capacity data transmission and management. Infinera's digital transport node system incorporates advanced technology for digital processing of network traffic. The company also provides a range of support services, including technical support, installation, and professional services. Infinera's customer base consists of telecommunications service providers, internet content providers, cable operators, research institutions, large enterprises, and government entities, all of whom rely on its solutions for efficient optical networking. Founded in 2000, Infinera continues to innovate in the field of optical networking, enhancing the capabilities of global communications infrastructure.
Laurel Networks
Series B in 2001
Laurel Networks is a company based in Pittsburgh, Pennsylvania, established in 1999, specializing in the development of IP-based multi-service data delivery solutions. The company offers a range of products, including its ST-series Service Edge Routers, which provide Internet-class routing, support for multiple services, broadband subscriber management, and integrated service management. Additionally, Laurel Networks develops ShadeTree System Software, designed to enhance routing and switching performance, as well as the ShadeTree Management Suite, which facilitates the deployment of services for both residential and business customers.
LuxN
Series C in 2000
LuxN provides intelligent optical access and transport solutions for metropolitan service providers and major enterprises. Supporting both CWDM and DWDM, LuxN's carrier-class, OSMINE-certified systems offer manageability and service level assurance for critical applications. LuxN's protocol-independent solutions enable delivery of high-bandwidth data, storage, video, and voice services for a diversified customer base including ILECs, CLECs, MSOs, utilities, municipalities, and storage providers. An ISO 9001 certified company, LuxN has a diverse base of customers and distribution partners spanning the North American, Asia-Pacific, and European regions.
Wheeler Fleet Solutions
Wheeler Fleet Solutions is a supply chain management company based in Somerset, Pennsylvania, specializing in the manufacture and distribution of vehicle parts for heavy, medium, and light-duty trucks. The company provides a wide range of components, including lights, trailer parts, radiators, replacement seats, suspension systems, transmission and steering parts, as well as obsolete parts and custom tools. Wheeler Fleet Solutions caters to the commercial aftermarket for medium- and heavy-duty trucks, and maintains significant contracts with the United States Postal Service and the Department of Defense. This focus allows Wheeler Fleet to effectively support the needs of both government and commercial clients in the automotive sector.
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