Comvest Partners

Comvest Partners, established in 2000, is a prominent private investment firm specializing in providing equity and debt capital to lower middle-market companies across North America. The firm, headquartered in West Palm Beach, Florida, partners with managers and owners of companies to drive growth and create long-term value. Comvest Credit Partners, a division of Comvest Partners, offers flexible financing solutions, including senior secured, unitranche, second lien, and mezzanine capital, as well as equity co-investments. They provide credit facilities ranging from $25 million to $200 million to support refinancings, growth capital, acquisitions, buyouts, and recapitalizations for companies with revenues exceeding $20 million. Since its inception, Comvest has invested over $1.3 billion in more than 95 public and private companies.

Alex Andruskevich

Vice President

Thomas A. Andruskevich

Executive Partner

Rachel Bazan

Principal, Direct Lending

Colin Beazley

Principal, Direct Lending

Krishna Bhadriraju

Vice President

Jonathan Black

Executive Partner

Logan Blignaut

Vice President

Benjamin Cannon

Principal, Private Equity

Robert Capalbo

Senior Vice President

Tom Carleton

Principal, Operating Advisory Group

Gordon Carroll

Associate, Private Equity

James Ceavers

Principal, Operating Advisory Group

Brian Cercek

Managing Director, Direct lending

Maneesh Chawla

Managing Partner, Private Equity and Member of the Executive Committee, Operating Committee and Investment Committee

Sarah Childers

Associate

Bruce Crain

Executive Partner

Ryan Dawson

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

Dylan French

Senior Associate

Brenden Gallinek

Principal, Direct Lending

Jason Gelberd

Partner, 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, Private equity

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

Nicholas McClelland

Managing Director, Direct Lending

Christopher O'Donnell

Managing Director, Direct Lending

Robert O’Sullivan

Managing Partner

Austin Peters

Associate

Bryce Peterson

Managing Director and Co-Head of Healthcare, Direct Lending Strategy

Bryan Polson

Senior Associate

Renee Rempe

Managing Director, Direct Lending Group

Greg Reynolds

Partner, Co-Head of Direct Lending

Cecilio Rodriguez

CFO

Palmer Rosemond

Principal

Emilie Schaffer

Vice President, Financial Planning and Analysis

Andrew Shear

Principal, Private Equity

Eric Shields

Principal

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 and Head of Aviation Finance

83 past transactions

iCreditWorks

Private Equity Round in 2025
iCreditWorks is a financial technology company that specializes in streamlining the loan application process for dental patients. It offers a mobile application that enables users to apply for loans conveniently through their web browsers or mobile devices. The platform facilitates direct communication via electronic means, making it easier for consumers to select loan options and connect with lenders. By focusing on the dental sector, iCreditWorks aims to enhance point-of-care lending, allowing patients to secure funding for dental treatments at the time they need it. The company's approach provides a simple, seamless, and secure experience for users seeking financial assistance for dental care.

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, established in 2005 and headquartered in Greenwich, Connecticut, is a private equity firm focusing on the lower middle market. It specializes in leveraged buyouts, growth capital investments, and minority or majority stakes in privately owned companies. Southfield Capital targets niche manufacturing, business services, and other B2B sectors in the United States and Canada, typically investing between $10 million and $30 million in companies with sales between $20 million and $100 million and EBITDA between $4 million and $12 million. The firm seeks control or significant influence in its portfolio companies.

WildBrain

Post in 2024
WildBrain Ltd., headquartered in Halifax, Canada, is a global leader in children's and family entertainment. It develops, produces, and distributes films and television programs, focusing on animated series and preschool content. The company operates through three segments: Content Business, Television, and Consumer Products Represented. WildBrain owns and licenses over 11,500 half hours of content, including renowned brands like Peanuts, Strawberry Shortcake, Caillou, and Inspector Gadget. It generates revenue through licensing content to broadcasters, streaming services, and other media platforms, as well as through consumer products licensing. Additionally, WildBrain operates a network of children's channels on YouTube, delivering over 750 million views monthly. The company also manages copyrights, licensing, and brands for third parties through its subsidiary, CPLG.

Senior Helpers

Debt Financing in 2024
Senior Helpers is a franchisor and provider of in-home senior care services, 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 elderly care market. Senior Helpers addresses these deficiencies by offering a range of services designed to support seniors in their homes, including companion care, personal care, live-in assistance, and respite care. The company also provides specialized programs developed in collaboration with medical experts, targeting conditions such as dementia and Parkinson's disease. With operations in the United States, Canada, and Australia, Senior Helpers aims to enhance the quality of life for elderly individuals, ensuring they receive professional, compassionate care that accommodates their 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 Baltimore-based debt resolution company that specializes in providing debt settlement services for credit cards and other unsecured debts, including medical bills. Incorporated in 2006, the firm employs skilled debt negotiators to reduce clients' total debt obligations to more manageable amounts, allowing individuals to achieve financial relief. In addition to settlement services, ClearOne Advantage offers credit counseling, assists clients in developing personalized spending plans, and promotes financial literacy to foster long-term financial stability. The company's commitment to attentive customer service supports clients in navigating their debt resolution process effectively.

Beyond Finance

Debt Financing in 2023
Beyond Finance, Inc. is a Houston-based company, founded in 2016, that specializes in debt resolution services. With an additional location in Beverly, Massachusetts, the company aims to transform consumer debt management by leveraging technology and data analysis to deliver customized solutions. Beyond Finance evaluates clients' debt situations and implements strategies to consolidate or settle their debts, ultimately helping clients save money. The company's team comprises experienced professionals from various sectors, including data science, credit services, and marketing, who are committed to creating transparent financial products that enhance consumers' lives. Beyond Finance strives to establish itself as a trusted financial brand, focusing on delivering exceptional service that meets the needs of its clients.

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 dedicated to enhancing pediatric, family dentistry, and orthodontic practices. The company focuses on providing comprehensive oral health care for infants, children, and adolescents in an engaging and stress-free environment. By prioritizing prevention and education, Oak Dental Partners aims to improve the overall health of its patients while supporting its partner practices in achieving steady patient flow and efficient administration. Through its commitment to quality care, Oak Dental Partners seeks to positively impact the lives of its patients and foster growth within the dental community.

Oak Dental Partners

Debt Financing in 2023
Oak Dental Partners is a dental service organization dedicated to enhancing pediatric, family dentistry, and orthodontic practices. The company focuses on providing comprehensive oral health care for infants, children, and adolescents in an engaging and stress-free environment. By prioritizing prevention and education, Oak Dental Partners aims to improve the overall health of its patients while supporting its partner practices in achieving steady patient flow and efficient administration. Through its commitment to quality care, Oak Dental Partners seeks to positively impact the lives of its patients and foster growth within the dental community.

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 specializing in frozen drinks and products. It operates a chain of bars and restaurants situated in warm climates, tourist hotspots, entertainment districts, and outdoor malls. The establishment is known for its wide array of cocktails, sweet and sour drink mixes, and other beverages, catering to customers seeking refreshing frozen party cocktails. Through its vibrant atmosphere and diverse menu, Fat Tuesday aims to provide an enjoyable experience for patrons in lively social settings.

CareVet

Debt Financing in 2022
CareVet Holdings LLC, established in 2018 and headquartered in Saint Louis, Missouri, operates as a veterinary practice management group. It specializes in overseeing veterinary hospitals across the United States, with a focus on providing exceptional care and support to both patients and team members. CareVet's Whole Person Approach prioritizes the personal and professional well-being of its team, fostering a culture of fulfillment and advancement. The company's management strategy is built on five pillars of care, ensuring stability and engagement for both customers and employees in small communities.

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 Holdings LLC, established in 2018 and headquartered in Saint Louis, Missouri, operates as a veterinary practice management group. It specializes in overseeing veterinary hospitals across the United States, with a focus on providing exceptional care and support to both patients and team members. CareVet's Whole Person Approach prioritizes the personal and professional well-being of its team, fostering a culture of fulfillment and advancement. The company's management strategy is built on five pillars of care, ensuring stability and engagement for both customers and employees in small communities.

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 Dental Group operates a network of advanced dental laboratories in the United States and Canada, specializing in a comprehensive range of dental restorations and services. The company provides an array of products, including crowns, bridges, implants, advanced ceramic systems, and dentures, catering to the needs of dentists worldwide. In addition to traditional offerings, Leixir emphasizes digital dentistry by supplying intra-oral scanners and utilizing CAD/CAM technology for implant planning. The laboratories are designed to balance innovative technology with traditional methods, ensuring high-quality cosmetic and restorative dentistry. With a commitment to delivering cutting-edge products and superior service, Leixir Dental Group serves as a leader in the dental industry, supporting dental professionals with state-of-the-art solutions.

Beyond Finance

Debt Financing in 2021
Beyond Finance, Inc. is a Houston-based company, founded in 2016, that specializes in debt resolution services. With an additional location in Beverly, Massachusetts, the company aims to transform consumer debt management by leveraging technology and data analysis to deliver customized solutions. Beyond Finance evaluates clients' debt situations and implements strategies to consolidate or settle their debts, ultimately helping clients save money. The company's team comprises experienced professionals from various sectors, including data science, credit services, and marketing, who are committed to creating transparent financial products that enhance consumers' lives. Beyond Finance strives to establish itself as a trusted financial brand, focusing on delivering exceptional service that meets the needs of its clients.

CareVet

Debt Financing in 2020
CareVet Holdings LLC, established in 2018 and headquartered in Saint Louis, Missouri, operates as a veterinary practice management group. It specializes in overseeing veterinary hospitals across the United States, with a focus on providing exceptional care and support to both patients and team members. CareVet's Whole Person Approach prioritizes the personal and professional well-being of its team, fostering a culture of fulfillment and advancement. The company's management strategy is built on five pillars of care, ensuring stability and engagement for both customers and employees in small communities.

von Drehle

Debt Financing in 2020
Von Drehle Corporation is a manufacturer and supplier of towel and tissue products, primarily serving the away-from-home market. Established in 1974 and headquartered in Hickory, North Carolina, the company produces a diverse range of products including center pull, hardwound, folded, and household roll towels, as well as jumbo roll tissues, bath tissues, facial tissues, and associated dispensers. Its product offerings are designed for various settings, including industrial and commercial locations, medical and governmental facilities, airports, and hotels. Von Drehle operates production facilities in Maiden and Cordova, North Carolina; Memphis, Tennessee; Las Vegas, Nevada; and Natchez, Mississippi, and distributes its products through a global network of distributors, ensuring quality and service for its customers in the hygiene products sector.

Encompass Supply Chain Solutions

Private Equity Round in 2020
Encompass Supply Chain Solutions, Inc. is a key supplier of replacement parts and accessories for a wide range of products including home appliances, consumer electronics, computing devices, personal care items, and HVAC systems. Founded in 1953 and headquartered in Lawrenceville, Georgia, the company operates multiple distribution facilities across the United States and other countries such as Canada, Mexico, and several nations in South America and Europe. Encompass provides access to over eight million OEM replacement parts from more than 200 major brands, catering to both service professionals and consumers. In addition to parts distribution, the company specializes in supply chain management services, third-party logistics, depot repair, and reverse logistics, supporting the entire product lifecycle and ensuring efficient management of returns and asset recovery.

Encompass Supply Chain Solutions

Acquisition in 2019
Encompass Supply Chain Solutions, Inc. is a key supplier of replacement parts and accessories for a wide range of products including home appliances, consumer electronics, computing devices, personal care items, and HVAC systems. Founded in 1953 and headquartered in Lawrenceville, Georgia, the company operates multiple distribution facilities across the United States and other countries such as Canada, Mexico, and several nations in South America and Europe. Encompass provides access to over eight million OEM replacement parts from more than 200 major brands, catering to both service professionals and consumers. In addition to parts distribution, the company specializes in supply chain management services, third-party logistics, depot repair, and reverse logistics, supporting the entire product lifecycle and ensuring efficient management of returns and asset recovery.

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, founded in 2016, that specializes in debt resolution services. With an additional location in Beverly, Massachusetts, the company aims to transform consumer debt management by leveraging technology and data analysis to deliver customized solutions. Beyond Finance evaluates clients' debt situations and implements strategies to consolidate or settle their debts, ultimately helping clients save money. The company's team comprises experienced professionals from various sectors, including data science, credit services, and marketing, who are committed to creating transparent financial products that enhance consumers' lives. Beyond Finance strives to establish itself as a trusted financial brand, focusing on delivering exceptional service that meets the needs of its clients.

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 a wide array of entertainment products, including movies, music, video games, comics, toys, and memorabilia. Established in 1980 and headquartered in Joplin, Missouri, the company operates under various sub-brands such as VStock, Movie Trading Company, and EntertainMart. Its product offerings encompass Blu-ray, DVD, and VHS films, CDs and LPs, vintage and contemporary video game consoles and accessories, as well as collectibles like sports cards, comic books, and various novelties. In addition to retail sales, Vintage Stock provides rental services for movies and video games, along with disc repair services. The company has a presence in several states, including Missouri, Kansas, Oklahoma, Arkansas, Texas, and Illinois, and also sells products online.

RugsUSA

Private Equity Round in 2018
Rugs USA is a retailer specializing in indoor and outdoor area rugs, along with a range of complementary home decor products, including furniture and lighting. The company is committed to assisting customers in transforming their living spaces into personalized homes. By offering an extensive selection of area rugs, Rugs USA caters to various design preferences and budgetary needs. Products are available for purchase directly through the company's website, as well as on various e-commerce marketplaces and retail partners, ensuring accessibility for a wide customer base.

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 is a manufacturer based in Iron Mountain, Michigan, specializing in the design and production of control and relay panels. Established in 1962, the company focuses on engineering equipment enclosures and control panels that are essential for electrical transmission and distribution substations across North America. Its products are critical for protecting, transmitting, and distributing energy from sources to the electrical grid, thereby ensuring that utility providers receive reliable components necessary for efficient operations.

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 Boulder, Colorado-based company that has developed the world's first self-service key duplication kiosks. These innovative machines combine advanced robotics, electronics, and software engineering to create a reliable and user-friendly key-cutting experience. Utilizing a proprietary laser imaging system, MinuteKey kiosks accurately identify the type of key and provide real-time updates throughout the duplication process. The founders have invested years in refining this technology, leading to several patents pending that protect their innovations. Today, MinuteKey's kiosks can be found in high-traffic areas of some of the largest retailers across the nation, making key duplication accessible and convenient for consumers.

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 companies, 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, member and physician outreach, prior authorization, and utilization management. The company focuses on helping pharmacies manage rising drug costs through various clinical and cost management programs. Furthermore, Citizens Rx supports its clients with implementation services, client service teams, and call center operations, ensuring effective management of pharmacy benefits.

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 has been a key player in the home comfort sector for over 110 years, having been founded in 1906 by Henry Lasko. This U.S.-based company specializes in the design, manufacture, and distribution of a range of portable fans and heaters, including box fans, pedestal fans, tower fans, air purifiers, humidifiers, and space heaters. Lasko's commitment to producing high-performance products with innovative designs has established it as a leader in the industry. Its offerings are available through various retail platforms and online, making them accessible to a wide audience. The company's mission focuses on enhancing everyday life by providing trusted products that contribute to a healthier and more comfortable living environment.

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 across Texas, Tennessee, and Kentucky. Their comprehensive range of services includes supported group homes, foster care, in-home support, day habilitation programs, vocational training, and specialized therapy and nursing services. The company's mission is to empower these individuals to achieve independence and self-determination.

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 based in Murfreesboro, Tennessee, specializing in a wide range of home décor products. Founded in 1985, the company offers an extensive selection that includes decorative accessories, furniture, lighting, rugs, wall décor, window treatments, and seasonal items. Additionally, it provides dining and entertaining products such as dinnerware and serveware, as well as kitchen essentials, bed and bath items, and floral products. Old Time Pottery also features gift wrap, party goods, fabrics, luggage, accessories, and pet supplies. The company operates numerous stores across several states, including Alabama, Florida, Georgia, and Ohio. In June 2020, Old Time Pottery filed for reorganization under Chapter 11 bankruptcy, reflecting its efforts to navigate financial challenges while continuing to serve its customer base.

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 as an automated online marketplace that offers a range of financing options to businesses, primarily in the retail, restaurant, and service sectors. The company utilizes proprietary technology to facilitate access to multiple funding sources, enabling business owners to receive real-time pre-approvals and directly engage in contract negotiations. BizFi’s approach is centered on providing flexible funding solutions without the typical constraints of traditional financing, such as credit history requirements and hidden fees. By "purchasing" a small percentage of future credit card revenues, the company advances funds to qualified businesses, aiming to support their growth and operational needs. Through its innovative platform, BizFi seeks to simplify the funding process and enhance accessibility for a diverse array of businesses.

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 based in Boston, Massachusetts, that specializes in clothing, footwear, and accessories for both men and women. Founded in 1999, Karmaloop offers a diverse range of products, including denim, outerwear, knit tops, swimwear, and various types of accessories such as bags, jewelry, and sunglasses. The company positions itself as a hub for cutting-edge fashion and a community-oriented lifestyle brand, catering to individuals seeking unique and expressive styles. Over the years, Karmaloop has expanded its offerings to include a marketplace for emerging brands, as well as various media initiatives that celebrate the intersection of fashion, music, and art. As of 2016, Karmaloop operates as a subsidiary of Shiekh Shoes, Inc., and has become a significant player in the fashion retail space, known for its commitment to individuality and cultural expression.

Cartera Commerce

Venture Round in 2012
Cartera Commerce Inc. is a loyalty marketing platform headquartered in Lexington, Massachusetts, that enables users to earn rewards through online shopping. Founded in 2005 and formerly known as Mall Networks, Inc., the company allows customers to accumulate miles, points, or cash-back through various loyalty programs. Cartera Commerce partners with a wide array of clients, including major financial institutions and airlines, to deliver personalized, performance-based marketing solutions that enhance consumer engagement and loyalty. The platform provides services such as program management, shopper acquisition, retention strategies, and comprehensive analytics to help clients maximize revenue and customer value. By integrating offers across multiple digital channels—including websites, online banking, email, mobile, and social media—Cartera Commerce supports its clients in building effective omni-channel shopping experiences.

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. is a loyalty marketing platform headquartered in Lexington, Massachusetts, that enables users to earn rewards through online shopping. Founded in 2005 and formerly known as Mall Networks, Inc., the company allows customers to accumulate miles, points, or cash-back through various loyalty programs. Cartera Commerce partners with a wide array of clients, including major financial institutions and airlines, to deliver personalized, performance-based marketing solutions that enhance consumer engagement and loyalty. The platform provides services such as program management, shopper acquisition, retention strategies, and comprehensive analytics to help clients maximize revenue and customer value. By integrating offers across multiple digital channels—including websites, online banking, email, mobile, and social media—Cartera Commerce supports its clients in building effective omni-channel shopping experiences.

StarGen

Venture Round in 2003
StarGen, Inc. is a semiconductor company based in Marlborough, Massachusetts, specializing in serial switched interconnect solutions for computing and communications equipment. Founded in 1999 as StarBridge Technologies, Inc., the company changed its name to StarGen, Inc. in 2000. StarGen provides low-overhead, protocol-agnostic, and open standards-based architectures, catering to various markets including communications, storage, server, and embedded systems. Its product offerings support vendors of access communication platforms for voice, data, and video networks. As of 2007, StarGen operates as a subsidiary of Dolphin Interconnect Solutions AS.

Cymfony

Series C in 2003
Cymfony, a subsidiary of Kantar Media, specializes in market influence analytics by analyzing the vast array of voices found in both social and traditional media. The company employs its advanced listening and influence platform, Maestro, which combines cutting-edge technology with expert analysis to discern the key individuals, issues, and trends that affect businesses. This approach enables Cymfony to deliver insights at a pace that matches the dynamic nature of the market, facilitating informed decision-making for its clients.

Cymfony

Series C in 2003
Cymfony, a subsidiary of Kantar Media, specializes in market influence analytics by analyzing the vast array of voices found in both social and traditional media. The company employs its advanced listening and influence platform, Maestro, which combines cutting-edge technology with expert analysis to discern the key individuals, issues, and trends that affect businesses. This approach enables Cymfony to deliver insights at a pace that matches the dynamic nature of the market, facilitating informed decision-making for its clients.

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. is a provider of integrated broadband access solutions, specializing in network-based platforms for cable operators and telecommunications companies. The company develops, markets, and sells technologies that enable these operators to deliver video services across various transmission mediums, including coaxial, fiber, and copper networks. With a focus on enhancing the capabilities of broadband infrastructure, BigBand Networks operates both in the United States and internationally, catering to the evolving needs of the telecommunications industry.

Airvana

Venture Round in 2002
Airvana, founded in 2000 and headquartered in Chelmsford, Massachusetts, specializes in small cell solutions for communication applications. The company offers 4G LTE and 3G small cells, enterprise LTE small cells like OneCell, consumer and small office 3G small cells, and management systems supporting massive small cell deployments. Airvana's products enable wireless networks to deliver broadband-quality multimedia services to mobile devices, including internet access, email, music downloads, video, IP-TV, gaming, push-to-talk, and voice-over-IP. Since October 1, 2015, Airvana has operated as a subsidiary of CommScope Holding Company, Inc., focusing on providing superior data performance and expanded capacity for wireless services.

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, founded in 1999 and based in Pittsburgh, Pennsylvania, specializes in developing IP service edge routers and management solutions. The company offers a range of products, including its ST-series Service Edge Routers, which integrate Internet-class routing with multi-service support and broadband subscriber management. Additionally, the ShadeTree System Software enhances routing and switching performance, while the ShadeTree Management Suite facilitates the deployment of services for both residential and business customers. By focusing on IP-based multi-service data delivery solutions, Laurel Networks aims to address the evolving needs of the telecommunications industry.

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 supports a diverse range of markets, including the commercial aftermarket for medium- and heavy-duty trucks, as well as serving key clients such as the United States Postal Service and the Department of Defense. Wheeler Fleet Solutions offers a wide array of components, including lights, trailer parts, radiators, replacement seats, suspension systems, transmission and steering parts, and custom tools, while also providing obsolete parts. This comprehensive approach positions Wheeler Fleet Solutions as a vital player in the automotive and heavy truck equipment sector.
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