Palladium Equity Partners

Palladium Heritage Fund is a private equity fund managed by Palladium Equity Partners, based in New York, New York. Established in 2022, the fund focuses on investing in lower middle-market companies, particularly those with an EBITDA of less than USD 12 million. Palladium Equity Partners, founded in 1997, has a history of providing equity capital to mid-market companies seeking growth, restructuring, or liquidity. The firm has a strong track record, having invested over $2.5 billion in more than 60 companies over the past two decades, and currently manages over $1 billion in committed equity capital. The Heritage Fund reflects Palladium's commitment to targeting opportunities within various sectors, including consumer products, services, industrials, and healthcare.

Chris Allen

Partner

Eric An

Senior Associate, Palladium Heritage

Geoff Baird

Operating Partner

Eugenie Cesar-Fabian

Partner and Head of ESG and Sustainability

Louisa Dalton

Principal and Controller

Jack Egofske

Associate

Ricky Fernandez

Associate

Mike Finneran

Vice President

Alex Funk

Partner

Justin Green

Partner and Co-Head of Flagship Funds

Ben Halpin

Senior Associate

Lamar Horne

Managing Director, Palladium Heritage

Daniel Ilundain

President

Justin Kang

Associate

Adam Karr

Principal

Scott Kirschner

Principal

Kate Lehman

Partner, Palladium Heritage

Katherine A. Lehman

Partner, Palladium Heritage

Walter Love

Vice President

Susan S. Lyons

Partner

David MacDonald

Principal, Palladium Heritage

Kelly Mccarthy

Vice President

Gregory Mitchell

Analyst

Nancy Mitchell

Chief Administrative Officer and Partner

Ed Moss

Managing Director, Palladium Heritage

Edwin Moss

Managing Director, Palladium Heritage

Giang Nguyen

Vice President

Russ Norowitz

Associate

Carlos Reyes

Managing Director and Co-Head of Sustainability

Kevin Louis Reymond

Vice Chairman and Partner

Kevin L. Reymond

Vice Chairman and Partner

Marcos A. Rodriguez

Founder, CEO and Chairman

Adam Shebitz

Partner

Myles Smith

Associate

Matt Strabone

Vice President

Shloak Vyas

Associate

Karen Whisler

Associate

Suzanne Wong

Partner and CFO

27 past transactions

Envoy Global

Private Equity Round in 2021
Envoy Global Inc. specializes in immigration services, offering work-based visa and green card solutions for enterprise customers across various industries. The company provides application preparation for a range of work visa categories, including H, L-1, E, O, P, B-1, F-1, and TN, as well as major green card categories such as EB-1, EB-2, and EB-3. Envoy Global also features an Immigration Management Platform that facilitates attorney communication, document organization, form completion, and case tracking. Additional services include eligibility assessments, legal consultations, and support for Requests for Evidence (RFE) and Notices of Intent to Deny (NOID). By leveraging its technology and expertise, Envoy Global helps businesses navigate the complexities of hiring and managing a global workforce, from visa sponsorship to employee relocation and retention. Founded in 1998 and headquartered in Chicago, Illinois, the company was previously known as VISANOW.com, Inc.

Trachte

Acquisition in 2020
Trachte, LLC specializes in the manufacture and assembly of modular prefabricated buildings and shelters designed for various applications. The company offers a range of products, including Trachte Rapid Assembly Modular Shelters (T-RAMS) and pre-engineered all-steel technical equipment buildings that accommodate electrical and mechanical systems. These structures can be preassembled for placement on various foundations and are suitable for demanding environments. Trachte also provides field services that include rigging, unloading, and re-assembling shipping splits, along with support for warranty and spare parts. The company serves a diverse clientele across multiple sectors, such as electric utilities, renewable energy, communication, transportation, water and pump industries, oil and gas, as well as government and military organizations. Founded in 1919, Trachte is headquartered in Oregon, Wisconsin, with an additional manufacturing facility in Eastanollee, Georgia.

ALC Schools

Acquisition in 2020
ALC Schools, LLC is a transportation service provider based in San Clemente, California, specializing in the transportation of students with special needs and those requiring difficult-to-serve trips. Founded in 2018, the company enhances district transportation programs by utilizing a diverse fleet that includes SUVs, minivans, wheelchair-accessible vans, and sedans. ALC Schools coordinates multi-district transportation efforts and caters to students traveling outside their home districts, ensuring accessible and reliable transportation solutions tailored to individual needs.

Accupac

Acquisition in 2020
Accupac, Inc. is a liquid contract manufacturing company that specializes in the production, filling, and packaging of a diverse range of consumer and pharmaceutical products. Founded in 1974 and headquartered in Mainland, Pennsylvania, with an additional facility in Lakewood, New Jersey, Accupac provides outsourced manufacturing and packaging services primarily to the pharmaceutical and personal care industries. The company's product offerings include over-the-counter liquids, creams, lotions, ointments, gels, toothpaste, mouthwash, and various topical applications such as skin care products and medical devices. Accupac focuses on meeting the needs of its clients by ensuring timely delivery of high-quality products to retail shelves.

Quirch Foods

Private Equity Round in 2018
Quirch Foods is a food distribution company that provides a diverse range of fresh and frozen protein and Hispanic food products. The company serves large and independent retailers across the United States, the Caribbean, and Central and South America. Its customer base includes independent and chain supermarkets, foodservice distributors, processors and manufacturers, cruise lines, and restaurants. Quirch Foods is committed to offering environmentally conscious and sustainable food products, ensuring that its clients can meet customer demands with high-quality ingredients and exceptional service.

Kymera International

Acquisition in 2018
Kymera International, founded in 1876 and based in Piedmont, North Carolina, specializes in the manufacturing of metal powders, pastes, ingots, and granules, with a focus on aluminum and copper-based products. The company serves a diverse range of industries, including chemical, specialty automotive, general industrial, additive manufacturing, mining, and aerospace applications. Notably, Kymera is the sole non-ferrous metal powder producer with a global manufacturing presence across the United States, Australia, Europe, and Asia, positioning itself as a key player in the specialty materials market.

Spice World

Private Equity Round in 2018
Spice World, Inc. is a leading producer and supplier of garlic, shallots, ginger, and specialty spices, primarily serving supermarkets across the United States. Established in 1949 and headquartered in Orlando, Florida, the company has built a reputation for quality and innovation. With a farm located in the San Joaquin Valley of California and advanced processing facilities, Spice World is dedicated to delivering fresh and flavorful products. It is recognized as the largest supplier of garlic to American supermarkets, ensuring that customers in all 50 states receive exceptional service and high-quality spices.

Kar's Nuts

Private Equity Round in 2017
Kar’s Nuts was founded in 1933, in a tiny kitchen in their home across the street from Tiger Stadium in Detroit. Here, Sue Kar roasted and sold peanuts to Tiger fans. The peanuts became so popular that a manufacturing plant was soon built to distribute peanuts to retailers throughout Metro Detroit. The company was sold to the Nicolay family in the 1960’s, and continues today as a family-run business. Still based in Michigan, Kar’s Nuts now roasts and packages nuts and trail mixes carried by convenience stores, grocery chains and club stores throughout America.

Second Nature Brands

Private Equity Round in 2017
Second Nature Brands is focused on transforming the snack and treat industry by prioritizing health-conscious and natural ingredients. The company offers a diverse range of products, including branded trail mixes, nut snacks, and chocolate confections, all crafted without preservatives, artificial ingredients, colors, or additives. This commitment to quality not only caters to the growing consumer demand for healthier food options but also aims to nourish both the body and the spirit. Through innovative product development and thoughtful ingredient sourcing, Second Nature Brands seeks to provide alternatives that support healthier lifestyles while simultaneously benefiting communities and the environment.

CircusTrix

Venture Round in 2017
CircusTrix creates and operates the world’s most awesome trampoline parks. With over 70 facilities across the globe (U.S., Asia, U.K., and Germany), CircusTrix is the largest developer and operator of trampoline parks in the world. CircusTrix prides itself on being the leading innovator in the aerial sports industry. Some of our unique inventions include our famous Aerial Ninja Obstacle Course, the Foam Pit Slackline, and our newly released SuperTramp. The CircusTrix Team includes the most experienced, talented and well-trained Operators in the Trampoline Park Industry; and we employ “game-changing” systems for social media marketing and park safety. Headquartered in Provo, Utah; CircusTrix was founded by award-winning entrepreneur Case Lawrence in 2011.

Del Real Foods

Venture Round in 2016
Del Real Foods, founded in 2002 by the Cardenas Family, specializes in producing authentic Hispanic cuisine rooted in traditional family recipes. The company manufactures a wide range of heat-and-serve products, including value-added proteins such as Carnitas and Barbacoa, rice and bean dishes, tamales, and salsas. Committed to quality, Del Real uses natural ingredients without preservatives and employs small-batch production methods that reflect traditional cooking practices. Their products are available in the refrigerated foods section, catering to various channels such as retail, foodservice, and wholesale distributors. By offering convenient, flavorful options, Del Real Foods aims to deliver an authentic taste of Mexican culture to customers.

Capital Contractors

Venture Round in 2016
Capital Contractors Inc. is a provider of commercial janitorial management services across North America, specializing in a wide range of cleaning solutions. Founded in 1932 and based in Islandia, New York, the company offers comprehensive services such as commercial cleaning, UVC sanitizing, hard surface floor care, and carpet cleaning. Its clientele spans various sectors, including general office, retail, healthcare, education, hospitality, and industrial markets. In addition to traditional cleaning services, Capital Contractors also provides staffing for stewarding, banquet services, laundry, and housekeeping. As of 2019, it operates as a subsidiary of Kellermeyer Bergensons Services, LLC, emphasizing modern cleaning practices with a commitment to environmentally sustainable methods.

Fora Financial

Private Equity Round in 2015
Fora Financial, LLC specializes in providing working capital solutions to small and medium-sized businesses. Established in 2008 and based in New York, the company offers a range of financing options, including merchant funding, small business loans, and specialized industry funding. This includes support for sectors such as manufacturing, healthcare, retail, transportation, and construction, addressing needs such as inventory management, equipment purchases, and operational costs. Fora Financial is committed to fostering growth and sustainability among its clients, many of whom are historically underserved by traditional lenders. The firm employs a consultative approach, tailoring solutions to meet the unique financial requirements of each business while emphasizing trust and transparency. Through its extensive knowledge of various industries, Fora Financial aims to deliver innovative and efficient funding solutions that empower small business owners to thrive in a competitive marketplace.

GoodWest Industries

Private Equity Round in 2015
GoodWest Industries is a prominent provider of foodservice dispensing solutions, specializing in aseptic beverages and contract manufacturing services for the beverage industry. The company is known for its shelf-stable, 100% natural products that do not require refrigeration until opened. GoodWest's offerings include commercial-grade food dispensing machines, particularly designed for bulk, bag-in-box coffee creamers and iced coffee dispensers. These products are manufactured at the company's headquarters in Warminster, Pennsylvania, and cater to consumer preferences for high-quality beverage solutions.

TransForce

Acquisition in 2015
Established in 1991, TransForce is the nation’s leading specialty staffing firm devoted exclusively to the transportation industry. We provide commercial truck drivers to motor carriers through our nationwide offices. TransForce understands Federal Motor Carrier Safety Regulations and knows how to recruit, screen and retain the best drivers. Safety is a shared commitment among our drivers, our customers and ourselves. We take great pride in our drivers’ record of safe driving as reflected in our very low DOT reportable accident rate.

Daniel's Jewelers

Private Equity Round in 2014
Headquartered in Culver City, California, Daniel's is a specialty jewelry retailer serving the southern and central California markets through a footprint of 73 retail locations. Its family-operated business has been making diamond dreams come true and serving its customers' jewelry & credit needs since 1948.

Pronto Insurance

Private Equity Round in 2014
Pronto Insurance is an insurance and financial service provider based in South Texas, established in 1997. The company specializes in nonstandard auto insurance and primarily serves the Hispanic market. Pronto Insurance is dedicated to offering high-value insurance products at competitive prices, along with superior claims handling and customer service. It operates through a diverse distribution network that includes captive agencies, independent agents, franchise locations, and a direct-to-consumer eCommerce platform. Pronto Insurance has a significant presence across Texas, with locations in the Rio Grande Valley, Laredo, Corpus Christi, San Antonio, and Houston, and has expanded its reach into California and Florida. The establishment of Pronto General Agency, LTD in 2005 further enhanced their customer service capabilities and facilitated growth in the competitive insurance landscape.

Q’Max Solutions

Acquisition in 2014
Q’Max Solutions Inc. is an independent, privately-owned oilfield services company that has grown from five original partners, located in Western Canada in 1993, to a multi-national company serving the oil and gas industry today. The vision of the original founding partners was to provide drilling fluids product and technical services with a focus on value. They called it “growth partnering”, and it meant that Q’Max intended to work as a partner, focused on helping customers’ achieve success in their projects at lowest total cost. Most other business models of the day were based on a customer-vendor relationship which tended to be adversarial due to the pursuit of lowest perceived cost. The approach has been successful. Today, Q’Max employs almost 1,400 people within 9 countries, each country represents a fully equipped and self-sufficient independent business unit. Each business unit enjoys a significant amount of autonomy, which allows for rapid responses to business and customer needs, while enjoying the advantages of accessing the technical, logistical, purchasing, financial and operational expertise of the company, as a whole. What really makes the company successful is the application of experience, knowledge, technologies, research and product development to help our customers achieve their goals, through the people who work throughout the Q’Max organization. The culture of the company encourages and rewards innovative thinking and customer focus. This attitude helps us to attain our objectives including being viewed as the supplier of choice, and the employer of choice, for our industry. Our objective is to be the “Go To” company. Our mission is to make a difference in the drilling process.

Hy Cite Enterprises

Private Equity Round in 2013
Hy Cite Enterprises, LLC is a company that specializes in designing and manufacturing a range of household products. Founded in 1959 and based in Madison, Wisconsin, the company offers an array of high-quality durable items, including cookware systems, air purification and water filtration systems, vacuum cleaning systems, juice extraction systems, dinnerware, and cutlery. These products are marketed and sold through authorized distributors, who provide professional service and expertise. Hy Cite operates primarily in the United States, Canada, Mexico, and other countries in Latin America, focusing on direct selling and marketing strategies to reach its customers.

Cannella Response Television

Private Equity Round in 2009
Cannella Response Television is an industry pioneer, Cannella’s Founder, Frank Cannella, helped launch the long-form DRTV industry by introducing the concept of 30 minute advertising campaigns in the early 1980’s. Frank seized the opportunity to create a new advertising form that has propelled the rapid growth and acceptance of what we now know today as the infomercial. Throughout its history, Cannella Response Television has led the DRTV market by continuously innovating to meet the needs of marketers in an increasingly complex media environment. Cannella provides their clients with the media they need to drive sales and leads, and to support internet and retail traffic driving nearly a billion dollars’ worth of sales through direct to consumer and retail sales channels annually.

American Gilsonite

Acquisition in 2008
American Gilsonite is the producer of uintaite, a specialty hydrocarbon marketed under the Gilsonite® trademark. Gilsonite is used as a specialty additive in a variety of industrial applications in the oil and gas drilling, inks, paints, asphalt, construction and foundry markets.

DailyMe

Private Equity Round in 2007
DailyMe Technology is a media and technology company based in Florida that specializes in providing personalized online information services. It offers a tailored news curation platform where users can choose the types of news and preferred sources, delivering content directly to their desktops and mobile devices daily. The service encompasses a wide range of topics, including technology, gadgets, gaming, social media, and internet developments. Additionally, DailyMe features a content recommendation engine that enhances the news experience by aggregating information from various newspaper and publisher sites, ensuring that subscribers receive a customized and relevant news feed.

Castro Cheese

Acquisition in 2007
Castro Cheese is a manufacturer, marketer and distributor of queso fresco and other varieties of Hispanic cheeses and creams under the “La Vaquita” brand name. The company sells its products to retailers, distributors and wholesale customers.

Starfire Systems

Venture Round in 2007
Starfire Systems Inc. specializes in engineering advanced materials for ceramic components, focusing on Polymer-to-Ceramic technology. Established in 1988 and headquartered in Glenville, New York, the company develops a range of ceramic forming polymers, including silicon carbide and silicon oxycarbide products, along with thermosetting polymers for diverse applications such as electronics, flame-resistant composites, and high-temperature environments. Starfire's offerings include nanostructured advanced ceramic materials, molding compounds, specialty silanes, and various adhesive systems, catering to industries like aerospace, armor, electronics, and nuclear markets. The company aims to provide lightweight, durable, and environmentally friendly solutions to meet the growing demands of modern technologies. Distribution offices are located in Israel, Taiwan, Korea, and Japan, and Starfire operates as a subsidiary of CertaSite.

Sahale Snacks

Venture Round in 2007
Sahale Snacks, Inc. is a manufacturer of natural gourmet snacks based in Seattle, Washington. Founded in 2003, the company specializes in a diverse range of products, including nut blends, glazed nuts, fruit and nut trail mixes, coconut snacks, and flavored almonds, cashews, and peanuts. Sahale Snacks aims to cater to a variety of consumer tastes by offering a selection of unique flavors. Its products are distributed through various retail channels, including natural food stores, supermarkets, gourmet shops, cafes, outdoor and recreation outlets, health clubs, spas, and hotels, both in the United States and internationally.

ProAmerica Bank

Private Equity Round in 2006
At PROAMÉRICA BANK we understand that climbing the world of business is difficult. We provide the steps.

Taco Bueno Restaurants

Acquisition in 2005
At Taco Bueno, it's always been about doing things the right way. It started in 1967, when their founder opened his first restaurant, using the freshest ingredients, in Abilene Texas. Still today, they do it right. From boiling raw pinto beans overnight to re-fry the next morning, to 100% fresh ground beef, real cheddar cheese and salsas made from scratch. Buenoheads can taste the difference. See and taste the difference for yourself.
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