Orchard Holdings Group

Orchard Holdings Group is an investment firm based in Cincinnati, Ohio, that focuses on equity and debt investments primarily within the service sector across Canada and the United States. Established in 2005, the firm specializes in utilizing non-institutional, private family capital to support businesses with long-term growth potential. Orchard Holdings Group targets various industries, including business services, consumer services, healthcare services, financial services, and industrial sectors, aiming to foster development and profitability in its portfolio companies. As a Registered Investment Adviser, the firm emphasizes a strategic approach to investing that seeks to create value over time.

12 past transactions

BBJ Linen

Acquisition in 2019
BBJ Linen specializes in the rental of table linens and related products for various events. Founded in 1983 and headquartered in Niles, Illinois, the company provides a wide range of items including overlays, table runners, chair covers, napkins, and accessories. BBJ Linen caters to a diverse clientele that includes brides, event planners, designers, florists, and caterers across the United States. The company operates several showrooms in major cities, including Atlanta, Dallas, Boston, Chicago, and Los Angeles, among others, allowing it to serve a broad market. Through its extensive inventory and commitment to quality, BBJ Linen has established itself as a prominent player in the special event linen rental industry.

TREW Automation

Acquisition in 2019
TREW Automation specializes in automated material handling solutions tailored for integrators and end users in various sectors, including retail, warehouse, distribution, manufacturing, and e-commerce. The company provides a range of products and services, such as Warehouse Execution Systems (WES), Warehouse Control Systems (WCS), PLC- and server-based machine controls, as well as motorized driven rollers and conventional conveyors. In addition to its technology offerings, TREW Automation also provides engineering, technical support, parts, field service, and training to enhance clients' material handling operations. Established in January 2019, TREW Automation leverages 20 years of operational experience derived from its predecessor companies, Hilmot and Tech King Operations, to deliver innovative and scalable solutions for diverse material handling needs.

Verdant Commercial Capital

Acquisition in 2017
Verdant Commercial Capital is a national, commercial equipment finance company.

XLerate Group

Acquisition in 2017
XLerate Group is a prominent nationwide auction and remarketing facilitation company specializing in automotive services for dealers and institutional customers. The company operates several simulcast-enabled physical auction locations and offers mobile and multi-seller platforms, enabling seamless transactions between buyers and sellers. With operations in states including California, Texas, Mississippi, Florida, South Carolina, and Wisconsin, XLerate Group is dedicated to delivering exceptional service and operational execution, ensuring a streamlined experience for all participants in the auction process.
Camargo Pharmaceutical Services provides comprehensive drug development services specialized for the 505(b)(2) approval pathway and analogous European processes.

Northpoint Recovery

Acquisition in 2016
Northpoint Recovery LLC is a specialized drug and alcohol detox and rehabilitation center located in Boise, Idaho, serving the Treasure Valley region. Founded in 2014, the facility provides comprehensive treatment services for adults, adolescents, and families affected by substance use disorders. Northpoint Recovery offers a range of programs, including drug rehab, alcohol detox, and inpatient services, as well as therapeutic activities such as exercise, hiking, yoga, and mindfulness training. The center focuses on creating a safe and supportive environment for individuals dealing with addiction and co-occurring mental health disorders, facilitating their recovery journey through modern treatment approaches.

Morphick

Series A in 2015
Morphick Inc. is a cyber security company based in Cincinnati, Ohio, founded in 2015. It specializes in providing technology-enabled managed services tailored to help clients enhance their cyber defenses against advanced threats. The company offers a comprehensive suite of solutions, including email security to detect phishing attacks, network security for detection and analysis, and endpoint security that operates without the need for client installations. Additionally, Morphick provides DNS security to block malicious requests, incident response reports for cyber incidents, and threat intelligence solutions. The team comprises experts from leading cyber security programs, leveraging their extensive experience to develop a platform that enables organizations to prevent, detect, and respond to sophisticated cyber attacks effectively. As of late 2017, Morphick operates as a subsidiary of Booz Allen Hamilton Holding Corporation.

Messenger

Acquisition in 2015
Messenger LLC specializes in providing memorialization products and personalization solutions primarily for the funeral industry. The company manufactures a wide range of items, including acknowledgment cards, guest register books, memorial service folders, prayer cards, keepsakes, and memorialization jewelry. Messenger is committed to supporting the grieving process by offering meaningful products that convey comfort and remembrance. In addition to its extensive product line, the company is known for its quality service, rapid lead times, and a dedicated sales team with significant experience in the funeral sector. Messenger also engages in tech-enabled insurance assignment services, enhancing its offerings within this specialized market.

Free Flow Wines

Private Equity Round in 2014
Free Flow Wines, LLC develops Free Flow Wines systems for wine and hospitality industries. The system includes process of kegging, preserving, and serving wine on tap. The program comprises keg leasing, filling services, keg logistics, and sales and marketing. The company offers its products through distributors in the United States. Free Flow Wines, LLC was founded in 2009 and is based in Napa, California.

Bock & Clark

Acquisition in 2014
Bock & Clark Corporation provides commercial real estate due diligence services in the United States. Its survey services include ALTA/ACSM land title surveying, ALTA with topographic surveying, aerial surveying, standardized survey format, process, coverage area, and survey licensure. The company also provides zoning services, such as standard commercial zoning report, summary zoning report, executive summary, ZIP reports, and custom reports. In addition, it offers environmental site assessments and property condition assessments. Bock & Clark Corporation was founded in 1973 and is based in Akron, Ohio with additional offices in Pennsylvania, Florida, Oklahoma, and California. As of April 14, 2017, Bock & Clark Corporation operates as a subsidiary of NV5 Global, Inc.

Lucas

Acquisition in 2013
Lucas Group is North America’s premier executive search firm. Since 1970, our culture and methodologies have driven superior results. We assist mid-tier to Fortune 500 Clients find transcendent, executive talent; Candidates fully realize their career ambitions; and associates find professional success.

Tosca Services

Acquisition in 2011
Tosca Services specializes in the manufacturing of reusable packaging products designed for perishable grocery markets. The company works closely with growers, suppliers, and retailers across various sectors, including eggs, poultry, produce, seafood, case-ready meat, and cheese. By focusing on improving the flow of perishables throughout the supply chain, Tosca Services aims to eliminate waste and enhance product protection while lowering costs and extending shelf life. Their mission is to transform the handling of perishables, ensuring efficiency and sustainability in the supply chain.
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