Averto Medical
Series A in 2024
Averto Medical specializes in the manufacture of innovative medical devices designed to improve outcomes for patients with gastrointestinal diseases. Their primary product focuses on facilitating minimally invasive colorectal tumor removal, aiming to replace multiple surgical procedures and reduce associated complications.
Cordant Health Solutions
Debt Financing in 2023
Cordant Health Solutions is a national healthcare company specializing in cost-effective and innovative drug testing and substance use monitoring solutions. It serves patients and clients in behavioral health programs and the criminal justice system, including treatment courts, parole, probation, and social services. The company offers comprehensive toxicology solutions, including easy collections, advanced laboratory screening, compliant protocols, rapid results delivery, legally defensible lab outcomes, and exceptional client support. Cordant's Sentry drug management system efficiently handles clients' or patients’ drug testing schedules and collections, enhancing administrative ease and patient accountability. With nearly 4 million specimens tested annually, the company provides a regional network of collection sites and trained Laboratory Collection Specialists to oversee collections. Its target industries include behavioral health, substance abuse disorders, mental health services, chronic pain management, and various criminal justice agencies.
Bonafide Medical Group
Private Equity Round in 2022
Bonafide Medical Group is a California-based company specializing in business workflow management software tailored for the durable medical equipment (DME) and home medical equipment (HME) sectors. The firm offers a comprehensive, cloud-based platform that integrates various operational functions, including patient intake, revenue cycle management, documentation, inventory management, order processing, and supply chain management. By implementing this innovative technology, Bonafide Medical Group enables its clients to enhance efficiency, productivity, and profitability in an increasingly challenging reimbursement landscape. The company's solutions are designed to streamline management decisions and optimize business performance within the DME industry.
Vege Labs
Venture Round in 2021
Vege Labs is a manufacturer specializing in beauty and wellness products, offering a diverse range of items including shampoos, conditioners, hairsprays, serums, and alcohol-based products such as colognes and fragrances. The company emphasizes in-house formula integrity and manages the entire production process from batching to filling and packaging, ensuring high-quality outcomes for its clients. Vege Labs also provides skin care treatments and bath and body products, catering to specific customer requirements. Additionally, its sister company, Vege Tech, contributes by offering natural botanical technologies, enhancing the ability to create innovative products with a focus on natural and organic marketing.
Gemini Therapeutics
Post in 2021
Gemini Therapeutics, Inc. is a precision medicine company based in Cambridge, Massachusetts, founded in 2015. The company specializes in developing new therapies for patients experiencing dry age-related macular degeneration (AMD) and related rare genetic diseases. Gemini Therapeutics focuses on genetically defined conditions, creating therapeutic candidates that address molecular abnormalities in patients with significant clinical needs. Their diverse pipeline encompasses monoclonal antibodies, recombinant proteins, and gene therapies, positioning the company to potentially introduce first-in-class therapeutics. The development of these innovative treatment options is supported by collaborations with leading life science investors and academic institutions worldwide, reflecting a commitment to advancing medical care for individuals suffering from these conditions.
Vista Recreation
Venture Round in 2021
Recreation Resource Management operates public campgrounds and recreation areas in multiple states, including popular destinations. Founded in 1988, RRM operates over five hundred public campgrounds and recreation areas, including popular destinations like Burney Falls in Northern California and campgrounds in Sedona, Arizona and manages all phases of campground operations, including reservations, visitor services, and maintenance.
Aledade, Inc. is a company that supports primary care physicians in establishing and managing accountable care organizations (ACOs) across the United States. Founded in 2014 and headquartered in Bethesda, Maryland, Aledade provides a comprehensive suite of services including data analytics, guided workflows, regulatory expertise, and payer relationships. The company aims to empower independent primary care providers by offering customized solutions, operational support, and advanced technology to enhance practice efficiency and patient care. Aledade serves a diverse range of healthcare practices, including small and large practices, community health centers, and multispecialty groups. By facilitating better care delivery and reducing overall costs, Aledade helps physicians maintain their independence while improving health outcomes for their patients.
Sonendo
Private Equity Round in 2020
Sonendo, Inc. is a medical technology company based in Laguna Hills, California, specializing in innovative solutions for root canal therapy. Founded in 2006, the company has developed the GentleWave System, a technology platform that enhances the cleaning and disinfection of tooth structures without compromising integrity. This system significantly improves clinical outcomes and practice efficiency compared to traditional root canal methods. In addition to its product offerings, Sonendo is the parent company of TDO Software, which provides widely used practice management software for endodontic professionals. The software integrates various functionalities, including imaging and communication tools, to streamline practice workflows. Through its focus on advanced dental technologies, Sonendo aims to address the global challenge of tooth decay, ultimately promoting better dental health.
Gary Platt Manufacturing
Private Equity Round in 2019
Gary Platt Manufacturing, LLC is a designer and manufacturer of hand-crafted casino seating based in Reno, Nevada. Established in 1998, the company specializes in producing a range of seating products tailored for the gaming industry, including chairs for slots, table games, poker, bar-top, and bingo. With over 40 years of experience in creating ergonomically designed seating, Gary Platt Manufacturing focuses on enhancing player comfort and overall gaming experience. Its products, including the X-Tended Play and X2–Tended Play series, are distributed across the United States, Canada, Mexico, and internationally, serving both casino operators and game manufacturers.
Custom Power
Private Equity Round in 2019
Custom Power is a designer and manufacturer of customized power solutions for mission-critical and safety-sensitive applications. Since 1965, Custom Power has been designing and assembling custom battery solutions. They provide battery pack assemblies in all chemistries and for all electronic applications, all built to match their customers’ unique requirements.
Custom Power
Venture Round in 2019
Custom Power is a designer and manufacturer of customized power solutions for mission-critical and safety-sensitive applications. Since 1965, Custom Power has been designing and assembling custom battery solutions. They provide battery pack assemblies in all chemistries and for all electronic applications, all built to match their customers’ unique requirements.
House of Batteries
Private Equity Round in 2019
House of Batteries has been designing and assembling custom battery solutions.
BC2 Environmental
Private Equity Round in 2019
BC2 Environmental specializes in environmental and geotechnical drilling solutions, catering to government entities, environmental consultants, real estate developers, and the U.S. military in California. The company provides a range of services, including groundwater and vapor well installation, direct push sampling, and groundwater monitoring. To support its operations, BC2 Environmental maintains a diverse fleet of drilling rigs, which includes rotary drills, augers, close-in drills, and sonic drills. This equipment enables the company to effectively manage site investigations and remediation projects while prioritizing safety and compliance with industry standards.
Cool Mountain Transport
Private Equity Round in 2018
Cool Mountain Transport, founded in 2009 and based in Nampa, Idaho, specializes in national freight, expedited freight, and specialized freight services. Initially established to haul food and livestock waste by-products, the company has since diversified its offerings to include general logistics and over-the-road trucking services. Cool Mountain Transport partners with various businesses across the Western United States, focusing on providing reliable, safe, and transparent supply chain solutions. With a commitment to achieving high transportation standards, the company also offers services such as carrier sourcing, freight tracking, and real-time billing, enabling clients to enhance operational efficiencies and reduce costs. In July 2020, the company rebranded from its original name, Off-Spec Solutions, LLC, reflecting its expanded service capabilities.
ComAv (Commercial Aviation Services)
Private Equity Round in 2017
ComAv, LLC, based in Victorville, California, specializes in providing a wide range of aerospace services to commercial airlines and aircraft leasing companies. Founded in 2012, the company offers solutions including storage, transitional maintenance, re-activation, and end-of-life services for aircraft. ComAv also manages aviation assets, which encompasses component and power plant sales, leasing, and consignment inventory management. Additionally, the company provides technical services such as engine recovery, evaluation, maintenance, custom packaging, aircraft recycling, redeployment, and material warehousing, allowing clients to select tailored aviation services to meet their specific needs.
Signature Coast Landscaping
Private Equity Round in 2017
Located in Napa, CA and servicing numerous customers, Signature Coast Holding is one of the leading landscaping companies in Northern California.
Initiative Foods
Private Equity Round in 2017
Initiative Foods is a producer of organic and conventional baby food focused on supporting children's wellness. The company offers a diverse range of recipes featuring premium flavor profiles and various packaging sizes to meet the needs of newborns and parents. Their products are distributed through multiple retail grocery stores across the United States and Canada, allowing customers to effectively and safely fulfill their baby food requirements. Additionally, Initiative Foods provides specialized recipes tailored for the smallest infants, ensuring a comprehensive approach to infant nutrition.
LightRiver Software
Debt Financing in 2017
LightRiver Technologies, Inc. is a multi-vendor integrator specializing in transport solutions for mission-critical networks. The company focuses on the design, engineering, integration, and commissioning of optical networks, catering to sectors such as utilities, service providers, transit, education, and government. Its service offerings include consulting and architectural services, technology analysis, network upgrade planning, and compliance consulting, as well as design and engineering, installation, and training. Additionally, LightRiver provides fiber optic characterization and optimization services. The company integrates and commissions a range of equipment, including advanced optical transport solutions and network management tools. Founded in 1998 and based in Concord, California, LightRiver serves a diverse clientele, including utilities, telecommunications providers, educational institutions, and government agencies throughout North America.
Valley Healthcare Staffing
Debt Financing in 2016
Valley Healthcare Staffing, founded in 2002 in Sacramento, California, specializes in providing quality travel nurse staffing and allied travel services to hospitals and healthcare organizations across the United States. The company has established a reputation for delivering a premier recruitment and placement experience, leveraging proprietary online tools such as Job Mechanix and ValleyForce. These innovative resources assist nurses in finding engaging travel nursing positions and streamline the onboarding process for regulatory compliance and employment purposes. Through its commitment to excellence, Valley Healthcare Staffing aims to connect healthcare providers with skilled nursing professionals.
Kala Pharmaceuticals
Series C in 2016
Kala Pharmaceuticals, Inc. is a biopharmaceutical company dedicated to developing and commercializing innovative therapies for eye diseases using its proprietary Mucus Penetrating Particles (MPP) technology. This technology enhances drug distribution and pharmacokinetics by coating mucosal surfaces with biocompatible, drug-loaded particles, allowing for improved local drug concentrations while minimizing systemic exposure. Kala's lead product candidate, KPI-121 0.25%, has completed two Phase III clinical trials aimed at providing temporary relief for dry eye disease. Additionally, INVELTYS has also completed two Phase III trials for managing inflammation and pain after ocular surgery. The company is advancing KPI-285, a receptor tyrosine kinase inhibitor, in preclinical studies targeting retinal diseases. Established in 2009 and headquartered in Watertown, Massachusetts, Kala Pharmaceuticals continues to explore diverse product opportunities while focusing on internal development and research collaborations to address significant clinical needs.
Utility Telecom
Private Equity Round in 2015
Utility Telecom, founded in 1996 in Stockton, California, is a prominent provider of digital business communication solutions, specializing in telecommunication systems and voice over internet protocol (VoIP). Serving over 5,000 business clients across California and Nevada, the company caters to a diverse clientele, including enterprise, government, and wholesale customers. Utility Telecom focuses on delivering critical data networking and unified communications services, utilizing fully redundant fiber rings to enhance the efficiency and effectiveness of clients' telecommunications. Through its innovative solutions, Utility Telecom plays a vital role in improving business operations for its customers in the California Central Valley and beyond.
Utility Telecom
Private Equity Round in 2015
Utility Telecom, founded in 1996 in Stockton, California, is a prominent provider of digital business communication solutions, specializing in telecommunication systems and voice over internet protocol (VoIP). Serving over 5,000 business clients across California and Nevada, the company caters to a diverse clientele, including enterprise, government, and wholesale customers. Utility Telecom focuses on delivering critical data networking and unified communications services, utilizing fully redundant fiber rings to enhance the efficiency and effectiveness of clients' telecommunications. Through its innovative solutions, Utility Telecom plays a vital role in improving business operations for its customers in the California Central Valley and beyond.
Pioneer Recycling Services
Private Equity Round in 2014
Pioneer Recycling Services, LLC is a leading provider of non-hazardous recycling and solid waste management solutions in the Pacific Northwest, with facilities located in Tacoma, Washington, and Clackamas, Oregon. The company processes over 200,000 tons of recyclable materials annually and operates one of the largest Material Recycling Facilities in the region. Pioneer Recycling Services caters to a diverse clientele, including commercial, industrial, municipal, and residential customers. Its services encompass waste processing, sorting of mixed office recyclables, and handling various types of recyclables, enabling clients to minimize waste and maximize resource reuse. Through its reliable environmental services, Pioneer Recycling Services plays a vital role in promoting sustainability and responsible waste management practices.
Precision Machine & Manufacturing
Private Equity Round in 2014
Precision Machine and Manufacturing, Inc. is a manufacturer based in Eugene, Oregon, specializing in the design and production of dry bulk material handling equipment. Founded in 1977, the company serves a diverse range of industries, including cement, wood products, mineral processing, pulp and paper, biomass-fired power generation, mining, chemicals, pharmaceuticals, and coal-fired power generation. Precision Machine and Manufacturing offers a variety of products, such as rotary feeders, modular rotary valves, screw conveyors, micro-valves, and self-cleaning rotary valves, all designed to handle complex and demanding material handling challenges. The company is recognized for its ability to create tailored solutions that minimize unplanned downtime, ensuring efficient operations for its clients. In addition to its core products, the company also provides custom machining and fabrication services, further enhancing its capability to meet specific client needs.
National Legal Services
Private Equity Round in 2014
National Legal Services is a company that specializes in providing medical records and summary services primarily to insurance carriers and law firms. Its offerings encompass a comprehensive suite of services, including medical document retrieval and online management platforms. The company also facilitates subpoena preparation and servicing, catering to the needs of its clients in the legal and insurance sectors. Through its subsidiaries, National Legal Services aims to streamline the processes associated with medical documentation, ensuring efficient and effective service delivery.
ioSafe
Private Equity Round in 2014
ioSafe, Inc. is a manufacturer and designer based in Roseville, California, specializing in disaster-proof hardware and recovery services to safeguard digital assets. Established in 2004, the company creates a range of products, including fireproof and waterproof external hard drives, rugged portable drives, and network-attached storage systems, which offer robust protection against fire, flood, and theft. Targeting both home office and business environments, ioSafe distributes its products through a global network of partners and resellers. The company's innovative solutions, likened to aircraft black boxes, ensure the physical security of critical data, making it a leader in the disaster recovery market. ioSafe operates as a subsidiary of CRU Acquisition Group, LLC, and has a presence in Germany, the United Kingdom, and Australia.
Resourcing Edge
Private Equity Round in 2014
Resourcing Edge is a provider of customized workforce management and payroll administration services, focused on delivering integrated solutions for human resource responsibilities. The company offers a range of consulting, administrative, and human capital services that enable clients to effectively manage payroll, human resources, and employee benefits while controlling costs and minimizing risks. With a commitment to flexibility and customization, Resourcing Edge leverages advanced technology and proven processes to meet the unique needs of its clients. The company emphasizes personal attention and best practices to ensure a high level of service, benefiting both employers and their employees. As an innovative leader in Human Capital Management Solutions, Resourcing Edge is positioned to provide immediate value to its clientele.
Waterman Industries
Private Equity Round in 2013
Waterman Valve LLC, based in Exeter, California, is a prominent manufacturer and supplier of water control products, including irrigation gates and valves, serving various markets such as water treatment, wastewater management, agricultural water delivery, hydro-power, and flood control. The company offers a diverse range of products, including slide gates, radial and butterfly gates, drainage gates, and various types of valves, as well as automation systems for gate operations. Waterman Valve caters to government entities like water districts and flood control authorities, as well as agricultural users. With a robust manufacturing operation, the company emphasizes quality through careful monitoring of its fabrication, machining, and testing processes. Founded in 1912, Waterman Valve became a subsidiary of McWane, Inc. in 2018, further enhancing its capacity to deliver effective water management solutions.
Aptyx
Debt Financing in 2012
Aptyx is a manufacturer specializing in custom plastic injection molding components tailored for the medical, aerospace, and energy sectors. The company has established a strong reputation in plastics processing, offering a range of services that include plastic dip molding, rubber dip coating, and clean room assembly of custom plastic parts. By focusing on its diverse capabilities in custom plastic molding, Aptyx enables clients to fulfill their specific needs efficiently, reducing the necessity for outsourcing. The company's commitment to quality and precision positions it as a reliable partner in the manufacturing of specialized plastic components.
Fulfillment Corporation of America
Private Equity Round in 2012
Fulfillment Corporation of America is a provider of fulfillment and digital deployment services based in Beaverton, Oregon. The company specializes in order fulfillment, offering a range of services that include inventory management, online order processing, assembly of products and literature, custom packing and shipping, freight management, and warehousing. Fulfillment Corporation of America serves major clients across various sectors, including consumer products, financial services, and healthcare, positioning itself as a key player in the logistics and fulfillment industry.
Paleteria La Michoacana
Private Equity Round in 2011
La Michoacana is a leading producer, marketer and distributor of premium ice cream and other fine desserts
Anabi Oil
Debt Financing in 2010
Anabi Oil is a prominent distributor and retailer of motor gasoline and diesel fuel, primarily operating in California, specifically in the Los Angeles and San Francisco Bay areas. The company manages a diverse range of petroleum products, catering to various clients including bankers, brokers, contractors, convenience store vendors, environmental compliance agencies, and equipment manufacturers. By offering a wide selection of fuel products, Anabi Oil enables its customers to select options that meet their specific needs in the energy sector. Additionally, the company owns and operates properties related to its fuel distribution business, further solidifying its presence in the market.
Quest Discover Services
Venture Round in 2010
Quest Discover Services specializes in litigation support services, primarily catering to the legal and insurance sectors. The company provides a comprehensive range of outsourcing solutions that encompass the acquisition of medical and public records, process serving, document duplication, and deposition reporting. With five full-service offices and two satellite locations throughout California, Quest ensures local support and rapid turnaround times for its clients. This decentralized approach allows for efficient handling of records without the need for central transfer, enabling the company to offer rush and emergency services when required. Additionally, Quest has developed Quest Online, a secure platform that allows clients instant access to electronically duplicated documents. Committed to maintaining its industry leadership, Quest continues to invest in advanced technology to deliver high-quality services and products, while also extending its service offerings to national accounts.
Source Logistics
Private Equity Round in 2008
Source Logistics is a provider of customized logistics and supply chain management services aimed at assisting both United States and foreign-based companies in expanding their reach to U.S. customers. The company offers a comprehensive range of services, including full-service warehousing, order processing, e-commerce fulfillment, marketing fulfillment, digital printing, transportation services, and data supply chain solutions. By catering to diverse sectors such as food, beverage, health, beauty, consumer retail, medical, and manufacturing, Source Logistics enables these industries to effectively serve their clientele and streamline their operations.
Bonney Plumbing
Debt Financing in 2008
Bonney Plumbing, LLC is a plumbing, heating, air conditioning, and sewer and drain service provider based in Rancho Cordova, California, established in 1978. The company serves both residential and commercial customers, offering a comprehensive range of services that include bathroom remodeling, water conservation, commercial drain cleaning, sewer line repairs, trenchless sewer replacements, and furnace maintenance. Bonney Plumbing is recognized for its commitment to customer satisfaction, having built a strong reputation through superior service and skilled technicians. Additionally, the company sells a variety of plumbing and HVAC equipment. Bonney Plumbing has been acknowledged for its positive workplace culture, reflecting a philosophy that happy employees lead to satisfied customers.
Delta Horseshoe
Convertible Note in 2007
Delta Horseshoe Company provides Quality farrier-related products.
Administrative Systems
Debt Financing in 2007
Benefits disbursement software and services to large financial institutions and employee benefit plans.
MuniServices
Debt Financing in 2006
MuniServices, LLC provides data standardizing and geo-coding programs. Its programs couple the standardization of databases with the incorporation of geographic groupings. The company also maintains a street name dictionary, which is used to ensure that the validity of street name values is accurate and properly structured. MuniServices, LLC was formerly known as MBIA MuniServices Company. The company was incorporated in 1989 and is based in Fresno, California. As of July 1, 2008, MuniServices, LLC operates as a subsidiary of Portfolio Recovery Associates, Inc.
Mulberry Thai Silks
Convertible Note in 2006
Mulberry Neckwear has Designs, manufactures, and distributes neckties.
EndoCenter Partners
Private Equity Round in 2006
Development and management of physician-owned endoscopy and ophthalmology centers.