CVF Capital Partners
CVF Capital Partners is a private equity and mezzanine debt investment firm headquartered in Davis, California, with offices in Fresno and San Diego. It targets lower mid-market companies in the Western United States, particularly in California’s Central Valley. The firm provides capital through subordinated debt and equity instruments to support later-stage growth, expansions, strategic acquisitions, ownership transitions, and recapitalizations. It focuses on manufacturing, transportation and logistics, business services, consumer goods, food and beverage, agriculture, healthcare, education, industrial services, niche manufacturing and subcontracting, among others. Typical investments range from a few million dollars up to about twenty million in debt, with a preference for long-term, five-year structures. CVF seeks to take either majority or minority positions and often collaborates with co-investors; it aims to have board observation rights. The firm generally invests in companies that have been in business for at least five years, with three years of audited financial statements, revenue of roughly ten to one hundred million, and EBITDA of at least one million. It avoids startups, early-stage tech, real estate development, gambling, oil and gas exploration, and financial institutions.
41 past transactions
Averto Medical
Series A in 2024
Averto Medical specializes in the manufacture of medical devices designed to improve outcomes for patients with gastrointestinal diseases. Their innovative solutions aim to facilitate minimally invasive colorectal tumor removal and other gastrointestinal surgeries, enabling healthcare professionals to provide optimal care.
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 specializes in cloud-based software solutions for the durable medical equipment (DME) industry. Their platform integrates various management aspects such as patient intake, revenue cycle management, inventory control, and supply chain management to enhance efficiency, productivity, and profitability.
Vege Labs
Venture Round in 2021
Vege Labs is a manufacturer of beauty and wellness products that formulates, develops, and produces a range of items including shampoos, conditioners, hairsprays, serums, skin care creams and lotions, and alcohol-based products such as colognes and fragrances, as well as spa and esthetics products and hand sanitizers. The company provides in-house formulation integrity, production batching, filling, and packaging services to deliver customized skin care and bath and body products for clients.
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
Series C in 2020
Aledade is a health technology and services platform that partners with independent primary care physicians to form and operate Accountable Care Organizations in the United States. It provides data analytics, guided workflows, regulatory and contracting support, payer relationships, and local on-the-ground expertise to help practices transform operations, optimize care delivery, and align incentives around value-based care. The platform integrates care data across the continuum, offers practice management tools, and supports governance and policy guidance to enable autonomous physician groups—from small practices to multispecialty networks and community health centers—to improve patient outcomes while reducing overall costs. Headquartered in Bethesda, Maryland, the company was founded in 2014.
Sonendo
Private Equity Round in 2020
Sonendo is a commercial-stage medical technology company that develops dental devices and software to save teeth. It markets the GentleWave System, a root canal therapy platform that cleans and disinfects the microscopic spaces within teeth without removing tooth structure, improving clinical outcomes and practice efficiency. The system includes a console and accessories and integrates with TDO Software, its endodontic practice management software that unifies imaging, practice management, referral reporting, CBCT imaging, and built-in communication with the GentleWave System. Founded in 2006 and based in Laguna Hills, California, Sonendo operates with two business segments: Product, comprising the GentleWave console and instruments, and Software, providing practice management licenses. The company aims to transform dentistry by saving teeth through sound science.
Gary Platt Manufacturing
Private Equity Round in 2019
Founded in 1998, Gary Platt Manufacturing designs, produces, and distributes high-quality casino seating. Its ergonomically sculpted chairs are hand-crafted for comfort and durability, serving casinos worldwide.
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
Founded in Stockton, California in 1996, Utility Telecom specializes in custom digital business communication solutions. Serving over 5,000 customers across California and Nevada, the company offers critical data networking and unified communications to enterprise, government, and wholesale clients.
Utility Telecom
Private Equity Round in 2015
Founded in Stockton, California in 1996, Utility Telecom specializes in custom digital business communication solutions. Serving over 5,000 customers across California and Nevada, the company offers critical data networking and unified communications to enterprise, government, and wholesale clients.
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 specializes in customized workforce management and payroll administration services for businesses. They offer consulting, administrative support, and human capital solutions to help clients control costs, mitigate risks, and efficiently manage payroll, HR tasks, and employee benefits.
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.
Molded Devices
Debt Financing in 2012
Molded Devices is a plastics processing and injection molding company delivering in-house capabilities for custom plastic parts. Its offerings include dip molding and dip coating, rubber dip molding, custom plastic injection molding, thin-wall blow molding, extrusion, and rapid prototyping, along with decorating and assembly as value-added services. Serving medical, aerospace and energy sectors, it emphasizes clean room assembly and end-to-end manufacturing to help clients meet specifications without outsourcing.
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 provides customized logistics and supply chain solutions, including full-service warehousing, order processing, e-commerce and marketing fulfillment, digital printing, transportation, and data-driven supply chain services. The company serves food, beverage, health and beauty, consumer retail, medical, and manufacturing sectors, helping clients expand and efficiently serve their customers in the United States and abroad.
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.
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