Clarion Capital Partners

Clarion Capital Partners is a private equity investment firm established in 1999 and based in New York, New York. The firm specializes in control investments in mid-market companies, focusing on growth-stage businesses across a variety of sectors, including business services, healthcare services, financial services, consumer products, and technology. Clarion typically invests between $15 million and $50 million in companies with enterprise values ranging from $50 million to $200 million. The firm employs various investment strategies, including leveraged buyouts and growth equity, tailoring its approach to the unique circumstances of each investment opportunity. By leveraging its expertise, Clarion aims to enhance the prospects of the companies in which it invests.

Victoria Barbalat

Associate

Ajit Bopalkar

Senior Associate

Brian Chibwe

CFO

Matthew Feldman

Managing Director

Dan Genzelev

Associate

Nate Giess

Senior Associate

Jonathan Haas

Managing Director

Brandon Katz

Managing Director

Bryan Kelley

Managing Director

Robert J. Klein

President and Chief Investment Officer, Structured Credit

Ariana Klener

Vice President

Eric D. Kogan

Partner

HO Hong Lau

Vice President

Kevin Liss

Senior Associate

Robert Lohse

Vice President

Edward Martin

Managing Director

Sakura Moriuchi

Managing Director

Joshua Ottensoser

Associate

Aman Patil

Associate

David Ragins

President of Private Equity

Sam Rosenberg

Associate (Structured Credit)

Andrew Rubino

Associate

Jenny Yescher

Vice President

9 past transactions

OpenRoad Lending

Private Equity Round in 2021
OpenRoad Lending is an online direct-to-consumer auto loan specialist based in the Dallas/Fort Worth area. The company assists customers in obtaining optimal loan terms for both new and used vehicle purchases, as well as refinancing existing auto loans to reduce interest rates and achieve monthly savings. Through partnerships with banks, credit unions, and institutional investors, OpenRoad Lending also offers additional services such as insurance, GAP protection, service contracts, and credit repair. Recognized for its rapid growth and as one of the Best Places to Work, OpenRoad Lending emphasizes transparency by providing clear loan details without hidden costs or application fees. Their award-winning customer service has helped tens of thousands of consumers secure financing for their vehicles, ensuring a streamlined and satisfactory borrowing experience.

Harris & Harris

Private Equity Round in 2019
Harris & Harris, Ltd. is a Chicago-based collection agency and law firm that specializes in accounts receivable management. Founded in 1968, the company provides a range of services including litigation management, disaster recovery, debt purchasing, asset identification, and commercial insurance resolution, as well as both primary and secondary contingency collection activities. Harris & Harris serves a diverse clientele, including government agencies, utilities, and the healthcare sector across the United States. To support its operations, the company has established satellite call centers in Detroit and Lansing, Michigan; Milwaukee, Wisconsin; and Toledo, Ohio.

Premiere Digital Services

Private Equity Round in 2018
Premiere Digital Services, Inc. is a leading provider of cloud-based digital asset delivery and content optimization solutions tailored for the Media & Entertainment industry. Founded in 2008 and headquartered in Los Angeles, with additional offices in Bengaluru, India, the company specializes in the ingestion, packaging, and delivery of digital assets for various clients, including film and TV studios, content distributors, and streaming platforms. Premiere Digital offers a comprehensive range of services, including digital asset management, encoding, quality control, and transcoding, ensuring that clients can efficiently manage and distribute their content across multiple platforms. The company also provides a software platform that allows users to monitor and track digital content availability and performance. With a robust repository of video assets and partnerships with major industry players like NBCUniversal, Apple, and Netflix, Premiere Digital is well-equipped to meet the evolving demands of digital media distribution.

AML RightSource

Private Equity Round in 2017
AML RightSource LLC specializes in anti-money laundering (AML) and financial crime compliance services for various industries, including financial services, retail banking, and insurance. Established in 2004 and headquartered in Cleveland, Ohio, with additional offices in Highland Hills, Phoenix, Buffalo, and Ontario, the company provides a range of managed services. These include transaction monitoring, alert backlog management, due diligence reviewing, and financial crimes advisory services. Through its team of highly trained professionals, AML RightSource assists financial institutions in maintaining their day-to-day compliance requirements, ensuring they effectively navigate the complexities of financial crime regulations.

Madison Logic

Acquisition in 2016
Madison Logic is a company that specializes in account-based marketing and data management services for B2B organizations. Since its inception in 2005, it has focused on helping businesses convert high-value accounts more efficiently. The company's platform integrates targeted advertising, content syndication, and attribution metrics, enabling marketers to identify, prioritize, and engage their most promising accounts. By providing valuable buyer insights and optimizing the customer journey, Madison Logic enhances the effectiveness of marketing efforts and facilitates meaningful interactions. Ultimately, the company aims to empower marketers to accelerate their sales pipeline and effectively track and target enterprise customers through digital marketing strategies.

The Oceanaire

Series D in 2008
At The Oceanaire Seafood Room, their commitment to freshness sets us apart from the rest. Only top-of-the-catch fish from the world's most reputable suppliers is served, and each dish is carefully crafted to ensure the restaurant's high standards of quality and flavor are exceeded. The menu is based on market availability, therefore their selections change each day.

Strategic Outsourcing

Acquisition in 2005
Strategic Outsourcing, Inc. is a prominent provider of Professional Employer Organization (PEO) services in the United States, headquartered in Charlotte, North Carolina. Active in the PEO industry since 1990 through its predecessor companies, Strategic Outsourcing specializes in human resource outsourcing tailored for small and medium-sized businesses. The company offers a comprehensive suite of services, including payroll administration, safety and risk management, workers' compensation, human resource administration, compliance support, and benefits administration. By delivering these essential HR functions, Strategic Outsourcing enables its clients to streamline operations and focus on core business activities.

Pharmacopeia

Venture Round in 2005
Pharmacopeia, Inc. is a biopharmaceutical company focused on the discovery and development of therapeutics to meet critical medical needs. The company's internal program portfolio includes PS433540, a dual-acting angiotensin and endothelin receptor antagonist currently undergoing phase II clinical development for cardiovascular and renal diseases, such as hypertension and diabetic nephropathy. Another candidate, PS178990, is a muscle-selective SARM agonist in phase I clinical development. Additionally, Pharmacopeia is advancing PS031291, a preclinical product aimed at treating multiple myeloma and inflammatory diseases like rheumatoid arthritis, along with JAK3 inhibitors targeting dermatologic and ocular conditions, including psoriasis and dry eye. Founded in 1993 and based in Cranbury, New Jersey, Pharmacopeia has formed strategic alliances with major pharmaceutical companies such as Bristol-Myers Squibb and GlaxoSmithKline. It became a subsidiary of Ligand Pharmaceuticals Inc. in 2008.

KP Engineering

Venture Round in 1999
KP Engineering, LP is an engineering, procurement, and construction (EPC) firm based in Tyler, Texas, with additional locations in Houston and Tulsa. Founded in 2004, the company specializes in serving the refining, midstream, petrochemical, and syngas industries. KP Engineering offers a comprehensive range of services, including project planning, process engineering studies, technology evaluations, front-end engineering design, detailed scope development, cost estimates, and commissioning/start-up services. The firm focuses on fixed-price contracting and is dedicated to helping clients achieve their safety, economic, environmental, and performance objectives. Its clientele includes domestic refiners, natural gas processors, chemical manufacturers, and pipeline owner-operators.
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