CIVC SIB CF

CIVC Partners is a private equity investment firm based in Chicago, Illinois, founded in 1970. It specializes in growth capital, management buyouts, and recapitalization transactions primarily within the middle market and lower middle market sectors. The firm focuses on investments in business services and financial services, targeting areas such as compliance, IT consulting, healthcare, transportation, and insurance. CIVC Partners typically invests between $15 million and $85 million per transaction in companies with EBITDA ranging from $5 million to $25 million. The firm prefers to take a leading equity role and aims to secure board representation in its portfolio companies. With a track record of over $1.7 billion invested across 66 platform transactions and more than 100 add-on acquisitions, CIVC is currently operating under its CIVC Partners Fund V and is recognized as an impact investor.

Kevin Baer

Associate

Brian Boeskool

Associate

Kayla Brackett

Senior Associate

Victor Bruene

Associate

Cam Bryan

Associate

Nick Canderan

Director of Business Development

Alex Cline

Associate

John Compall

Partner

Gladys Cordova

Controller

Jason Deitch

Associate

Peter Fox

Vice President

Jonathon Fradin

Associate

Kate Gallego

Associate, Business Development and Operations

Christopher M. Geneser

Partner and CFO

Daniel Helle

Partner

Brian James

Principal

Michael Jamieson

Senior Associate

Peter Kiesel

Associate

William Kohr

Associate

Stephen Lafrance

Vice President

Alex Lieberman

VP

Marc McManus

Partner

Drew Neils

Vice President

Christopher J. Perry

Partner

Chris Perry

Partner

Doug Potters

Partner

George Quall

Associate

Andrew Roche

Principal

Uday Sandhu

Associate

Scott Schwartz

Partner

Garrett Stalker

Associate

Kevin Tyranski

Associate

Sloan Wilson

Partner

Stephen Wojtkun

Associate

Keith Yamada

Partner

J.D. Wright

Partner

37 past transactions

OTR Transportation

Private Equity Round in 2022
OTR Transportation is a freight brokerage with deep-rooted industry experience. Our experienced team of brokers along with our proprietary software, allows us to match our customers’ needs with our extensive network of qualified carriers to optimize their supply chain.

InnovateMR

Private Equity Round in 2022
InnovateMR is a fiercely independent research technology company that delivers Faster Answers from business and consumer audiences. As industry pioneers, InnovateMR helps market research agencies worldwide answer business questions and uncover insights with online and mobile surveys. Established by industry forerunners who launched both goZing and uSamp, the company’s co-founders have spent over two decades in the online sampling industry developing innovative methodologies to harness research technology and survey audiences around the globe.

YOUNG & Associates

Private Equity Round in 2021
YOUNG & Associates is a prominent nationwide property damage consulting firm, established in 1997 by Ray and Linda Young. The company specializes in a comprehensive range of services, including damage assessments, cost estimating, forensic engineering, and construction project management. YOUNG & Associates serves primarily insurance carriers and claims services firms, enabling them to effectively define and manage the costs associated with property damage. Their offerings also encompass building damage assessment, surety and construction management, and advanced visual assessment technologies, along with environmental services. Over the years, YOUNG & Associates has built a reputation as a trusted partner in the property damage consulting industry.

KeyData

Private Equity Round in 2021
Founded in March 2005, KeyData has been serving client needs for over 10 years. KeyData has become a recognized leader in advisory and strategy services as well as system integration services specializing in: Identity and Access Management Privileged Account Management Operational Risk Management Information Security Management Regulatory Compliance KeyData is a trusted advisor to companies from Fortune 500 to Fortune 2,000 and from all industry sectors. KeyData’s industry leading methodologies and risk-based approach along with its’ multi-talented expert resources enable clients to meet business objectives and achieve success from design through to implementation. KeyData provides the highest quality services at fair market prices.

iVision

Private Equity Round in 2020
Ivision, Inc. provides technology integration and management services to businesses in the United States. The company primarily focuses on infrastructure and application solutions in the areas of business services, technology services, and operations and support. It offers consulting services in the areas of IT strategy, IT infrastructure, and software development; and managed services, including IT asset maintenance, IT infrastructure management, and application support, as well as cloud services that include backup and disaster recovery. The company was founded in 2004 and is based in Atlanta, Georgia.

Computer Aided Technology

Private Equity Round in 2019
Computer Aided Technology (CATI) specializes in providing 3D design and engineering services to businesses involved in product development, manufacturing, and research. The company focuses on curating and delivering high-quality product development solutions that include design and analysis tools, software implementation, model generation, and product data management. Additionally, CATI offers support in 3D printing and scanning technologies, assisting clients in the creation of initial designs and prototypes. With a commitment to utilizing proven technologies with robust functionality, CATI aims to enhance the product development process for its clients.

StoneRidge Insurance Brokers

Venture Round in 2019
StoneRidge Insurance Brokers, founded in 1945 and headquartered in Ancaster, Canada, specializes in insurance brokerage and managing general agent services for commercial and specialty personal insurance. With a network of offices across multiple locations including Barrie, Brantford, Fort Frances, and Toronto, the company offers a range of services that includes life, health, and wealth insurance. By connecting clients with various insurance carriers in Canada, StoneRidge helps individuals and businesses manage their financial risks effectively.

Magna Legal Services

Private Equity Round in 2018
Magna Legal Services, LLC, founded in 2007 and based in Philadelphia, Pennsylvania, offers comprehensive legal support services tailored to law firms, corporations, and governmental agencies. The company specializes in a range of services designed to assist legal professionals throughout the litigation process, ensuring effective case management and support. With a focus on delivering high-quality legal solutions, Magna Legal Services aims to enhance the efficiency and effectiveness of its clients' legal operations.

KPA

Private Equity Round in 2018
KPA specializes in providing Environment, Health & Safety (EHS) and workforce compliance software and services tailored for mid-sized businesses, particularly in the automotive, collision repair, manufacturing, insurance, and logistics sectors. The company offers a comprehensive solution that includes its Vera Suite software platform, interactive training, and onsite compliance audit services. KPA's offerings enable organizations to identify and address workplace safety and compliance issues, thereby fostering a sustainable safety culture, minimizing risks, and ultimately saving costs. With over 30 years of experience and a client base exceeding 10,000, KPA is dedicated to helping businesses achieve regulatory compliance, protect their assets, and effectively manage their workforce.

LendCare

Venture Round in 2017
LendCare Capital Inc., founded in 2004 and based in Pickering, Canada, specializes in consumer financing solutions across various industries including powersports, automotive, retail, health, and home improvement. The company offers point-of-sale financing services that enable merchants to provide consumer financing options directly at the point of sale. This approach not only enhances the purchasing experience for customers but also helps merchants boost their sales performance. LendCare's focus on facilitating accessible financing options makes it a key player in the consumer financing sector.

Sitewise

Acquisition in 2016
A Denver-based utilities service provider

Right/Pointe

Venture Round in 2016
Right/Pointe provides concrete and road construction professionals with the industry’s top concrete and asphalt maintenance products. With over 80 years combined team experience in providing quality construction solutions, Right/Pointe’s group of proven industry veterans provide the experience, service and expertise to make your next project a success.

EN Engineering

Private Equity Round in 2015
EN Engineering provides engineering, consulting, and automation services to pipeline companies, utilities, and industrial customers

Yellowstone Landscape Group

Acquisition in 2015
Formed in 2008, Yellowstone’s mission remains to identify successful, regional landscape companies and support them as they grow to their full potential. Over the past 6 years, we have worked strategically to implement each company’s best practices across our organization. In that time we have also become one of the country’s largest full service landscape service firms and most importantly - one of our industry’s most respected. Our companies offer their clients the stability of one of the nation’s largest providers, paired with service excellence delivered by dedicated local teams.

Yellowstone Landscape Group

Venture Round in 2015
Formed in 2008, Yellowstone’s mission remains to identify successful, regional landscape companies and support them as they grow to their full potential. Over the past 6 years, we have worked strategically to implement each company’s best practices across our organization. In that time we have also become one of the country’s largest full service landscape service firms and most importantly - one of our industry’s most respected. Our companies offer their clients the stability of one of the nation’s largest providers, paired with service excellence delivered by dedicated local teams.

KPA

Acquisition in 2014
KPA specializes in providing Environment, Health & Safety (EHS) and workforce compliance software and services tailored for mid-sized businesses, particularly in the automotive, collision repair, manufacturing, insurance, and logistics sectors. The company offers a comprehensive solution that includes its Vera Suite software platform, interactive training, and onsite compliance audit services. KPA's offerings enable organizations to identify and address workplace safety and compliance issues, thereby fostering a sustainable safety culture, minimizing risks, and ultimately saving costs. With over 30 years of experience and a client base exceeding 10,000, KPA is dedicated to helping businesses achieve regulatory compliance, protect their assets, and effectively manage their workforce.

Track Utilities

Acquisition in 2014
Track Utilities LLC is a prominent provider of energy and telecommunication solutions in the Northwest, specializing in construction, maintenance, and engineering services for power distribution and transmission systems. The company offers a range of services including the installation of fiber optics, aerial and underground telecommunications, and overhead and underground electrical systems. Additionally, Track Utilities is experienced in joint utility trenching and directional boring. The firm caters to both large-scale turnkey projects and smaller maintenance tasks, ensuring timely and cost-effective delivery with a focus on quality. Safety is a top priority, with a commitment to health, safety, and environmental standards guiding their operations. Track Utilities is dedicated to addressing customer challenges while maintaining a safe working environment for employees and clients alike.

Shellpoint Partners

Venture Round in 2013
Shellpoint Partners, a residential mortgage origination and investment company, through its subsidiaries, provides mortgage lending solutions in the United States. It offers conventional, government, and portfolio loan programs; agency, government-backed, and prime-quality non-agency residential mortgage loans; loan programs to creditworthy borrowers who do not fit the existing underwriting criteria for government-backed and agency mortgages; proprietary programs to help more borrowers get approved; and special loan programs for real estate investors and foreign nationals. The company also provides title insurance and settlement services to the real estate and mortgage lending community; a range of services for mortgage originators; collateral deficiency services for buyers of defaulted loans; and closings, as well as on-line order placement, tracking, document retrieval, and automated status reports

Equipment Transport

Private Equity Round in 2012
Equipment Transport, LLC is a logistics company specializing in providing essential services for the energy sector, particularly supporting shale drilling and hydraulic fracturing operations. Based in Carlisle, Pennsylvania, the company offers a range of services including the transportation of fresh water and various fluids to drill sites, as well as waste transportation and disposal for municipal solid waste, construction debris, and contaminated materials. Equipment Transport also provides equipment rental services that encompass a variety of machinery such as skidsteers, telehandlers, and excavators. The company serves clients across several states in the Mid-Atlantic region, including Pennsylvania, New York, and Virginia, and was incorporated in 2007. Its operations emphasize safe and reliable midstream services, making it a vital partner for major exploration and production companies in the oil and gas industry.

Honor Finance

Venture Round in 2011
Honor Finance is a financial services company providing automobile financing services.

Huiji Food

Series A in 2010
Sichuan Huiji Food Co., Ltd. produces and sells snack foods in China. It offers snacks, instant food, peanuts, sunflower seeds, tofu, food, krispies, and grains. The company also exports its products to North America, South America, Southeast Asia, Oceania, the Mid East, Eastern Asia, and Western Europe markets. Sichuan Huiji Food Co., Ltd. was founded in 2001 and is based in Chengdu, China.

PowerTeam Services

Venture Round in 2010
PowerTeam Services is a regional specialty utility service company. The PowerTeam group of companies provides outsourced services for natural gas and electric transmission and distribution infrastructure throughout the geographic footprint. As an industry-leading service provider, they have developed a track record for top-notch execution and safety. Their companies provide services to a broad group of utility customers who are leaders in their respective sectors.

Jinko Solar

Series B in 2008
JinkoSolar is an energy company that focuses on producing solar energy microcrystalline silicon. They produce monocrystalline furnaces, polycrystalline silicon ingo casting furances, and wire cutting and chipping equipment. The Company distributes its solar products and sells its solutions and services to a diversified international utility, commercial, and residential customers. JinkoSolar has over 15,000 employees and over 200 dedicated R&D professionals spread across its 18 overseas subsidiaries, 16 global sales offices, and 6 productions facilities in: Jiangxi, Zhejiang, and Xinjiang Provinces in China, Portugal, South Africa, and Malaysia.

Wintrust Ventures

Convertible Note in 2008
Wintrust Ventures is a division of Wintrust Financial Corporation, based in Rosemont, Illinois, dedicated to fostering innovation within Chicago's entrepreneurial ecosystem. It provides guidance and investment opportunities to start-ups across various sectors, including B2B, technology, e-commerce, artificial intelligence, analytics, and software as a service. While Wintrust Ventures maintains a general sector-agnostic approach, it specifically prioritizes start-ups that are headquartered or have significant operations in the Chicago area. This initiative aligns with Wintrust's broader mission of offering community-oriented financial services through its network of banking subsidiaries in the greater Chicago region and southern Wisconsin.

Pacific Crest Securities

Venture Round in 2008
Pacific Crest Securities is the leading investment bank focused exclusively on technology. They provide research, institutional sales and trading, and investment banking services to technology investors and companies worldwide.

Keen High Technologies

Venture Round in 2008
Keen High Technologies, Ltd. manufactures and sells consumer electronic products in China. Its products comprise tablets; baby monitor products; TV boxes; digital picture frames; MP3/MP4/PMPs; and audio and video players. The company was founded in 1992 and is headquartered in Shenzhen, China.

Medical Knowledge Group

Venture Round in 2008
Medical Knowledge Group LLC, based in New York, offers a range of services including medical communications, healthcare consulting, and data analysis, primarily targeting the biopharmaceutical and biotech industries. The company specializes in designing medical education initiatives across various therapeutic areas such as cardiology, oncology, and diabetes, and focuses on market conditioning for the launch of pharmaceutical brands and new indications. Additionally, it provides services aimed at maximizing formulary access and improving utilization, as well as data retrieval and analysis. Medical Knowledge Group serves a diverse clientele, from niche biotech firms to major industry players, and supports marketing, medical affairs, and stakeholder relations teams throughout the product lifecycle. Established in 2004, the company employs an analytics-driven and technology-enabled approach to enhance the commercial potential of healthcare brands.

Icon

Venture Round in 2007
Icon is one of the nation’s largest and most comprehensive brand implementa­tion companies. From the signs that announce your presence to the quality and conditions of every corner of your properties, Icon manufactures, maintains and constructs your branding program. We are a single resource for all aspects of brand implementation programs, and while Icon does not create or design branding pro­grams, our clients rely on us to steward all aspects of implementing and managing their brand identities in the places and spaces where they do business.

3Nod

Series A in 2007
Three Nod Group (三诺电子) focuses on improving the quality of people’s life through innovations in science and technology. As an advocator of ""Intelligent Life"", Three Nod Group has gained a deep insight into user experience of users.

IAS

Venture Round in 2007
IAS has been leading the aftermarket industry in developing superior aftermarket programs and F&I software solutions since 1984. Headquartered in Austin, Texas, IAS offers the highest quality F&I products in the industry and backs them up with the finest quality administration and claims that exceed industry standards. In addition to exceptional product development and unparalleled customer service, IAS also offers world-class technology solutions that create a sensible and profitable turn-key approach to F&I.

Thermo Fluids

Acquisition in 2006
Thermo Fluids, Inc. is an environmental services company based in Scottsdale, Arizona, specializing in oil recycling and waste management services throughout the Western United States. The company is recognized as the largest producer of commercial fuel oil derived from recovered used motor oil in the region. It offers a comprehensive range of services under its Green Shield Services program, which includes the recycling of used oil, used oil filters, and spent antifreeze, as well as parts washer services and commercial wastewater management. Thermo Fluids collects used motor oil from various industries, including quick-lube centers, auto dealerships, mining operations, and other industrial sectors. Additionally, the company provides specialized waste management services, such as oily wastewater processing, tank cleanouts, and hazardous waste shipments. Established in 1993, Thermo Fluids operates facilities that enhance its capacity to serve diverse client needs while promoting environmentally responsible practices.

GWC Warranty

Venture Round in 2006
GWC Warranty Corporation, founded in 1995 and based in Wilkes-Barre, Pennsylvania, specializes in providing used vehicle service contracts and related finance and insurance products. The company offers a range of protection plans for both new and used vehicles, covering various components and parts. In addition to these service contracts, GWC Warranty provides claims processing, product upgrades, and contract transfer services. The company's products are marketed through automotive dealers across the United States, and it has established a strategic partnership with DealerCenter to enhance its offerings. Founded by auto dealers and industry professionals, GWC Warranty is dedicated to addressing the specific needs of its clients in the automotive sector.

PrimeCo Personal Communications

Venture Round in 2001
PrimeCo Personal Communications was a joint venture of Bell Atlantic, Nynex, US West and AirTouch Communications

LA Fitness

Venture Round in 2001
LA Fitness was born in Southern California in 1984. They continue to seek innovative ways to enhance the physical and emotional wellbeing of their increasingly diverse membership base.Their app is an extension of their mission.

The Brickman Group

Venture Round in 1998
The Brickman Group, Ltd. provides commercial landscaping services to customers in commercial real estate, private residential, municipal, retail, and sports facilities markets primarily in the United States.. It also has branches in the United States. The Brickman Group, Ltd. operates as a subsidiary of Brickman Group Holdings, Inc.The company was founded in 1939 .
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