Shoreline Equity Partners
Debt Financing in 2024
Founded in 2019 and based in Jacksonville, Florida, Shoreline Equity Partners is a private equity firm focusing on investments in the lower middle market. It specializes in buyouts, growth build-ups, recapitalizations, and corporate divestitures of non-capital-intensive businesses within various sectors such as manufacturing, distribution, services, energy, materials, chemicals, industrials, consumer goods, healthcare, technology, and communication services. The firm prefers to invest up to $100 million in companies with an enterprise value between $25 million and $250 million and EBITDA between $5 million and $25 million, typically taking majority or minority stakes.
Zone Mechanical
Debt Financing in 2021
Zone Mechanical is a provider of comprehensive HVAC and refrigeration services, specializing in commercial and industrial applications. The company operates primarily in Illinois, Wisconsin, and Northwest Indiana, offering a wide range of solutions that include energy management, food service, warehousing planning, and store development. Zone Mechanical acts as a one-stop shop for its customers, delivering installation, maintenance, and supply of refrigeration systems, as well as in-store food preparation and electrical work. Through its diverse offerings, the company aims to meet the varied needs of its clientele in the refrigeration and HVAC sectors.
Aspen Medical Products
Debt Financing in 2019
Aspen Medical Products, LLC is a medical devices company based in Irvine, California, specializing in the design, development, and marketing of spinal orthotics for both the upper and lower body. Founded in 2000, the company offers a comprehensive range of products, including cervical collars, cervicothoracic bracing systems, pediatric collars, lumbosacral bracing systems, and thoracolumbosacral orthosis products. These devices are primarily used in acute care settings for patients requiring short-term treatment due to severe injuries, urgent medical conditions, or post-surgery recovery. Aspen Medical Products serves healthcare providers, patients, and caregivers through a network of sales representatives and distributors in the United States and internationally, aiming to improve patient outcomes and enhance care practices.
Foundation Wellness
Private Equity Round in 2019
Foundation Wellness is a manufacturer of innovative solutions aimed at enhancing comfort, wellness, and pain relief, primarily through its range of orthotic systems. The company encompasses several wellness brands, including PowerStep, Foot Petals, and FLAT SOCKS. It collaborates with healthcare professionals such as podiatrists, chiropractors, and physical therapists to deliver high-quality orthopedic wellness products that focus on foot support, pain relief, and injury prevention. Additionally, Foundation Wellness offers private label products to original equipment manufacturers and distributors across various sectors, including medical, footcare, orthopedic soft goods, safety, and military markets. By providing clinically recommended solutions, Foundation Wellness aims to improve the overall quality of life for its clients.
GSM Outdoors
Venture Round in 2019
GSM Outdoors specializes in developing and marketing innovative products for the hunting, sport shooting, and outdoor enthusiast market. GSM owns several industry-leading brands including Stealth Cam, Walker’s, Cyclops, Western Rivers, American Hunter, HME, and SME. GSM’s strong focus on innovation, product development, rigorous quality control, and customer support has earned it a reputation for delivering top quality outdoor gear backed by industry leading customer service.
Heartland Veterinary Partners
Debt Financing in 2019
Heartland Veterinary Partners LLC is a veterinary support organization based in Chicago, Illinois, established in 2016. The company specializes in acquiring and supporting veterinary practices and animal hospitals throughout the Mid-American and Southern United States. Heartland Veterinary Partners provides a range of non-clinical business support services, including recruiting, human resources, marketing, procurement, billing, back office management, accounting, and IT support. By offering these services, the organization enables veterinarians to concentrate on the clinical aspects of their practices, ultimately enhancing efficiency and profitability while reducing operational risks. Through its strategic support, Heartland Veterinary Partners aims to help veterinary practices achieve economies of scale and improved performance.
Phoenix Rehabilitation and Health Services
Debt Financing in 2018
Phoenix Rehabilitation and Health Services is a privately held and certified practice specializing in physical and occupational therapy. Founded by David Watson, PT, MS, along with four other physical therapists, the organization addresses the need for comprehensive rehabilitation services. The management and professional staff collectively bring over 120 years of experience, ensuring the delivery of high-quality, patient-centric care. The practice is dedicated to supporting individuals in their recovery and rehabilitation journeys through a range of tailored therapeutic services.
GNAP
Debt Financing in 2018
GNAP is a leading international distributor of surface enhancement technology located in Grand Rapids, Michigan, we specialize in equipment, supplies, processes, systems engineering, and production services to optimize your finishing operations.
DDS Lab
Debt Financing in 2018
Founded in 2005, DDS Lab is a national dental laboratory based in Tampa, Florida. It specializes in manufacturing and distributing custom dental prosthetic appliances to dental service organizations, mid-size group practices, and independent dentists across the United States. The company offers a wide range of products including crowns and bridges, dentures, partials, implant restorations, attachments, and other related items.
Raymundos Food Group
Debt Financing in 2018
Raymundos Food Group is a U.S.-based manufacturer and marketer of branded refrigerated snacks and desserts, offering ready-to-eat products such as gelatins, flans, puddings, cremes and other desserts. Its portfolio targets the Hispanic demographic in the United States and is distributed through mass retailers, grocery channels, and independent and local Hispanic retailers. Founded in 1997, the company focuses on delivering dessert options to retailers and consumers seeking convenient refrigerated treats. In 2016, Raymundos Food Group was acquired by AUA Private Equity Partners.
GPS Trackit
Debt Financing in 2018
GPS Trackit is a leading provider of cloud-based fleet and asset management solutions, specializing in monitoring and video telematics. The company serves a diverse range of industries, including construction, delivery, distribution, and field services, helping businesses improve their operations, reduce costs, and enhance productivity. With a commitment to delivering measurable return on investment, GPS Trackit has gained recognition as a top provider in the GPS fleet tracking sector, receiving accolades from various industry publications. Headquartered in Roswell, Georgia, the company also includes brands such as InTouch GPS and TSO Mobile in its portfolio.
Clinical Supplies Management
Debt Financing in 2018
Clinical Supplies Management (CSM) specializes in addressing the intricate supply challenges faced by biotech and pharmaceutical companies during clinical trials. The company offers comprehensive clinical trial and biological sample management services, which include packaging, labeling, storage, distribution, and consulting. By utilizing a combination of traditional and innovative approaches, CSM provides customized solutions that enable clients to efficiently manage drug supplies and ancillary materials, even in the face of time constraints and mid-study changes. Their extensive network and proprietary ERP systems facilitate the seamless execution of clinical trials, helping clients in the pharmaceutical, medical testing, biotechnology, and healthcare sectors to conduct efficient and effective studies while minimizing waste and costs.
Clinipace
Venture Round in 2018
Clinipace Inc. is a clinical research organization based in Morrisville, North Carolina, with additional offices in Boulder, Colorado, Buenos Aires, Argentina, São Paulo, Brazil, and various locations in Europe and Asia Pacific. Founded in 2003, the company provides fully integrated clinical research services tailored for venture-backed, mid-tier, and strategic pharmaceutical, biotechnology, and medical device companies both in the United States and internationally. Clinipace specializes in a range of therapeutic areas, including oncology, nephrology, gastroenterology, cardiology, and immunology, among others. Its comprehensive suite of services encompasses project management, clinical monitoring, biostatistics, patient recruitment, regulatory affairs, and legal representation, allowing for a collaborative and flexible approach to clinical research that distinguishes it from traditional contract research organizations.
Sunny Sky Products
Venture Round in 2018
Sunny Sky Products, LLC is a manufacturer specializing in premium dispensed beverages. The company provides a diverse range of beverage solutions, including hot, cold, and frozen options, as well as beverage enhancers. Its product lineup features specialty coffee, hot chocolate, fountain drinks, sweeteners, smoothies, and energy drinks. Sunny Sky Products caters to various sectors such as convenience stores, food service, healthcare, education, concessions, and supermarkets, ensuring a comprehensive offering for different consumer needs.
NextCare
Debt Financing in 2018
NextCare operates urgent care facilities and on-site employer clinics across Arizona, Colorado, North Carolina, Ohio, Texas, and Virginia. It offers urgent care services for various general illnesses and emergencies, along with occupational medical services such as workers' compensation management, drug screens, physical exams, lab tests, digital X-ray, vision screening, immunizations, and pre-employment exams.
Flavor Producers
Debt Financing in 2017
Flavor Producers is a company that specializes in creating custom flavors and extracts for the food, beverage, and nutraceutical industries. Serving over 500 customers, it focuses on organic and natural products, offering a diverse range of flavor categories, including floral, fruit, herbs, and spices. The company's offerings enable manufacturers to enhance their products with tailored flavor solutions that meet the growing demand for high-quality, natural ingredients.
Orangetheory Fitness
Debt Financing in 2017
Orangetheory Fitness is a science-backed group personal training business that offers high-intensity interval workouts designed to maximize calorie burn post-exercise. Each session, led by certified coaches, combines cardiovascular and strength training using equipment such as treadmills, rowing machines, and free weights. The company's unique approach, targeting heart rate zones to stimulate metabolism, has gained popularity with over 1,300 studios worldwide. Orangetheory Fitness has been recognized for its rapid growth, ranking #415 in Inc. magazine's Inc. 500 list of fastest-growing private companies and #255 in Entrepreneur's Franchise 500 list.
Aakash Chemicals
Debt Financing in 2017
Aakash Chemicals is a supplier of colorants, additives and other specialty chemicals. The Company supplies products for use in a variety of industries, with a focus on plastics, coatings and graphic arts end markets. Aakash Chemicals is headquartered in Glendale Heights, Illinois.
Resource Label Group
Private Equity Round in 2017
Resource Label Group is a full-service label manufacturer that specializes in custom label design and printing for various industries, including food, beverage, pharmaceuticals, and personal care. The company provides comprehensive label printing capabilities, including pressure-sensitive labels and specialty label customizations tailored to meet specific client needs. With a focus on addressing label and packaging challenges, Resource Label Group supports clients through the entire labeling process, ensuring appropriate designs, materials, and printing methods are utilized. Their experienced team is dedicated to delivering high-quality labeling solutions that enhance product presentation and compliance across multiple sectors.
Elite Dental Partners
Debt Financing in 2017
Elite Dental Partners LLC is a dental support organization that specializes in providing non-clinical business support services to dental practices. Founded in 2014 and headquartered in Chicago, Illinois, the company operates in multiple states across the Midwest and beyond. Elite Dental Partners assists affiliated dentists in managing various operational challenges, including payer relations, procurement of supplies and capital equipment, staffing and human resources, finance, marketing, and information systems. By offering customized management support, the company enables dental practices to benefit from economies of scale, leading to enhanced efficiency and profitability while minimizing operational risks.
Krayden
Venture Round in 2017
Krayden, Inc. is a technical distributor based in Denver, Colorado, specializing in a wide range of chemical products including adhesives, sealants, coatings, soldering materials, and solvents. The company serves various industries such as aerospace, electronics, transportation, solar, oil and gas, and original equipment manufacturers (OEMs). In addition to its core products, Krayden offers value-added services such as labeling, packaging, bar coding, and formulation assistance. By providing innovative technologies and specialty chemicals, Krayden enables clients to access improved products at competitive prices, thus enhancing their operational efficiency in diverse industrial applications.
Arkive
Venture Round in 2016
Arkive, Inc. is a subsidiary of Access Corp that specializes in records and information management. Operating primarily in the United States and Canada, the company focuses on the secure, accessible, and efficient management of information for its clients. With a commitment to safeguarding critical assets, Arkive leverages industry expertise to build strong partnerships and enhance its service offerings. Their approach centers on evolving with technological advancements while maintaining a client-oriented perspective, ensuring that information handling remains a priority.
Total Fleet Solutions
Debt Financing in 2016
Total Fleet Solutions is a prominent provider of fleet management and asset management services, primarily focusing on the material handling equipment sector. Based in Perrysburg, Ohio, the company caters to Fortune 1000 and other large manufacturing firms, offering comprehensive, turnkey solutions designed to enhance productivity, safety, and cost efficiency. By employing a centralized and streamlined fleet management approach, Total Fleet Solutions helps clients optimize their operations, often achieving cost savings of 20% to 30% on their forklift fleet expenditures while simultaneously upgrading their equipment. The company’s services also encompass inventory management and carrier management, ensuring that clients receive tailored solutions that meet their specific requirements.
My Alarm Center
Venture Round in 2016
Founded in 2000, My Alarm Center specializes in home and business security services across the United States. It offers wireless cellular monitoring, intrusion detection, fire protection, surveillance systems, and home automation services.
Procare Solutions
Debt Financing in 2016
Procare Software specializes in developing comprehensive childcare management software designed for preschools, daycare centers, after-school programs, camps, and other child-centered businesses. The platform streamlines the management of child and family information, allowing clients to choose features tailored to their specific operational needs and budget. Procare's solutions enhance the efficiency of daily management tasks, enabling childcare providers to operate more productively while simplifying essential processes.
Mission Critical Electronics
Debt Financing in 2016
Mission Critical Electronics Inc. is a manufacturer specializing in industrial electronic and electrical applications, emphasizing durability, reliability, and performance in challenging environments. The company offers a range of power conversion, battery charging, and battery products under various well-respected brand names. Its diverse clientele includes specialty vehicles, commercial marine vessels, mega yachts, railroad passenger cars, wireless networks, emergency vehicles, and the telecommunications sector. By focusing on critical system applications, Mission Critical Electronics provides high-quality products tailored to meet the demands of its markets.
Axiom Materials
Private Equity Round in 2016
Founded in 2009, Axiom Materials specializes in manufacturing composite materials for various industries. It offers a range of ceramic matrix composites, prepreg materials, film adhesives, and ancillary products, serving clients in aerospace, military, automotive, industrial, sports, and medical sectors.
Navicure
Private Equity Round in 2016
Navicure’s cloud-based healthcare claims management and patient payment solutions help healthcare organizations of all sizes increase revenue, accelerate cash flow, and reduce costs associated with managing insurance claims and patient payments. Serving more than 90,000 healthcare providers nationwide, Navicure’s technology solutions automate account receivables processes, including claims management; patient eligibility verification; remittance and denial management including automated secondary claims filing, appeals, and posting; reporting and analysis; and patient payment collections at and near the time of service. Navicure’s solutions are supported by its unique 3-Ring® Client Service which guarantees that a client service representative will answer every client call in three rings or less. Navicure is the exclusive billing and patient payment solution of the MGMA Executive Partner network.
OEConnection
Debt Financing in 2016
OEConnection is a parts ecommerce technology provider for original equipment manufacturer distribution networks. The company serves more than 20 OEMs and 100,000 dealership and repair customers, offering real-time dynamic pricing and e-commerce technology to market, manage, and move original equipment parts. Its platform supports an estimated $20 billion in annual replacement parts trade by enabling automakers and their franchised dealers to sell OE parts across collision, fleet, mechanical, and retail segments and through dealers' service lanes. Headquartered in the greater Cleveland area, OEConnection operates from Richfield, Ohio, focusing on streamlining parts procurement and distribution for the automotive aftermarket.
CIBT Global
Debt Financing in 2016
CIBT Global, Inc., established in 2003, is a leading provider of mobility services, specializing in travel visa, passport, and immigration documentation. Headquartered in McLean, Virginia, with offices in 15 countries, the company serves a diverse range of clients, including multinational corporations, global travel management companies, tour and cruise operators, government agencies, and individual travelers. CIBT's comprehensive services streamline the complex and time-sensitive process of obtaining necessary travel documents and work authorizations, making it a trusted partner for clients worldwide.
On Campus Marketing (OCM)
Debt Financing in 2016
On Campus Marketing is a online retail of university-approved merchandise for campus living, gifting, and special campus occasions.
Northwest Plan Services
Private Equity Round in 2016
Northwest Plan Services specializes in comprehensive administration for retirement plans, including recordkeeping, compliance, participant services, consulting, employee communication, and actuarial services. They cater to various types of defined contribution and benefit plans, employing innovative approaches to meet client needs.
Regent Holding
Debt Financing in 2016
Regent is a global designer and wholesaler of home décor, home fragrance, and accent products offered through multiple channels.
BrightPet Nutrition Group
Venture Round in 2016
BrightPet Nutrition Group is a developer and contract producer of pet foods, dedicated to enhancing the quality of pet nutrition. The company specializes in custom formulation, private label, and original equipment manufacturer (OEM) pet foods, providing clients with the ability to launch their own brands with minimal order requirements. BrightPet emphasizes slow-cooking recipes in small batches to ensure that its products are nutritionally complete, appetizing, and easily digestible for pets. By forming strategic partnerships with contract manufacturers, BrightPet delivers tailored solutions that foster consumer, retailer, and industry trust in the pet food market.
Tenex Capital Management
Debt Financing in 2016
Tenex Capital Management, established in 1999, is a New York-based private equity firm that invests in mid-market companies undergoing significant change. It specializes in operational turnarounds, recapitalizations, and other special situations, focusing on companies with revenues between $50 million and $300 million. Tenex targets investments in various sectors, including aerospace and defense, energy, healthcare, industrials, and technology, primarily in North America. The firm employs an in-house team of hybrid professionals skilled in operational leadership, investing, and capital markets structuring to maximize long-term value creation. Tenex typically invests $25 million to $100 million of equity, seeking control or majority stakes, and can accommodate significant minority co-investors.
The Derm Group
Private Equity Round in 2016
The Derm Group is a multi-disciplinary dermatology practice based in New Jersey that combines clinical expertise with advanced technology to provide individualized patient care. The organization employs a team of board-certified dermatologists, physician's assistants, and licensed aestheticians to deliver a wide array of services addressing both medical and cosmetic skin concerns. Their offerings include treatments for conditions such as psoriasis, acne, and skin cancer, as well as cosmetic procedures like Botox, fillers, and laser resurfacing. By focusing on comprehensive solutions, The Derm Group aims to help patients maintain healthy, youthful skin.
Access
Venture Round in 2016
Access is a full-service insurance managing general agency that serves the non-standard auto market through a network of independent insurance producers. The company provides full-service sales distribution, underwriting, policy administration, and claims to process for its insurance company partner. Founded in 1994, Access is headquartered in Atlanta, Georgia.
Stella Rising
Debt Financing in 2016
Stella Rising is a marketing and media agency that specializes in developing innovative digital marketing strategies and consulting services for high-growth consumer brands, particularly in the beauty, food, health, and retail sectors. The agency provides a comprehensive range of services, including communications planning, media strategy, digital marketing, search engine optimization, and e-commerce solutions. By offering sophisticated tools such as product positioning analysis, competitive trend reports, and demographic target data, Stella Rising helps its clients effectively connect with new customers and enhance product visibility in the marketplace. The company, formerly known as Women's Marketing Inc., rebranded as Stella Rising in 2018, emphasizing its commitment to building strong, recognizable brands through a blend of traditional and digital advertising techniques.
Swanson Health Products
Private Equity Round in 2016
Swanson Health Products is a family-owned business based in Fargo, North Dakota, that has been operating since 1969. It specializes in the online and catalog retail of a wide range of health and wellness products, including vitamins, minerals, nutritional supplements, sports nutrition items, organic foods, and beauty products. The company is known for offering guaranteed low prices on its extensive selection, making it a prominent player in the health supplement market.
Caring Brands International
Debt Financing in 2015
Caring Brands International is the franchisor of home healthcare services under three global brands: Interim Healthcare (in the United States), Bluebird Care (in the United Kingdom and the Republic of Ireland) and Just Better Care (in Australia). Together, the CBI brands represent 530 locations operated by more than 250 independent franchise owners that produce over $1 billion of system wide sales. The Company’s franchisees offer patients a full continuum of care including skilled home nursing, assistance with daily living activities and end-of-life hospice care. Caring Brands is headquartered in Sunrise, FL.
North Sails
Debt Financing in 2015
North Sails Group, LLC is a prominent manufacturer and supplier of sails for sailors and yachtsmen, serving both domestic and international markets. Established in 1957 and headquartered in Milford, Connecticut, the company specializes in a diverse range of sail types, including cruising, racing, offshore one design, and superyachts. North Sails also provides innovative thermo-molded three-dimensional sails tailored for racing and cruising boats. In addition to sail production, the company offers a variety of marine products such as composite spars, rigging, and sailing gear, allowing clients to fulfill their sailing needs from a single source. North Sails further enhances its offerings by providing educational resources, including seminars and webinars on topics like boat speed and seamanship, as well as selling related books and multimedia materials through its online store. The company's operations extend globally, with manufacturing facilities in the United States and Sri Lanka, alongside sales and sail care locations in various states, including Nevada and California.
Custom Ecology
Debt Financing in 2015
Custom Ecology, Inc. specializes in the transportation of municipal, industrial, and hazardous wastes across the United States. Founded in 1995 and headquartered in Mableton, Georgia, the company provides outsourced waste services for large commercial waste collection businesses and waste generators. Its transportation offerings encompass a range of waste types, including liquids, semi-liquids, sludges, solids, and drums. By operating solid waste transfer stations, Custom Ecology facilitates the reliable and efficient movement of residential and commercial refuse, ensuring that its customers receive safe waste management solutions.
Image Skincare
Private Equity Round in 2015
Image Skincare is a professional skincare company founded by Janna Ronert and headquartered in Palm Beach, Florida. It specializes in the development, marketing, and distribution of a diverse range of skincare products designed for use by physicians and estheticians. The company offers an extensive portfolio that includes cleansers, serums, masques, eye creams, moisturizers, foundations, and makeup tools. Image Skincare emphasizes evidence-based formulations that target various skin concerns, such as aging, hydration, and balance, thereby enabling clients to select products tailored to their individual needs. The company's products are marketed in the United States, Europe, Switzerland, and the Middle East, reflecting its global reach and commitment to enhancing skin confidence through professional treatments.
FRONTSTEPS
Venture Round in 2015
FRONTSTEPS, operating under Community Investors, Inc., is a cloud-based software provider focused on the real estate sector. The company offers a suite of solutions designed to enhance community management, including self-service tools for residents and financial management software for associations. Its products encompass property management software, condo management solutions, online payment services, access control, visitor management systems, community websites, and builder solutions. FRONTSTEPS serves a diverse clientele, including homeowners' associations (HOAs), builders, security professionals, realtors, and individual homeowners across the United States. Founded in 2013 and headquartered in Denver, Colorado, FRONTSTEPS aims to simplify the processes of building, operating, and securing modern communities.
Sunvair
Debt Financing in 2015
Sunvair, Inc. is a specialized provider of landing gear overhaul and component repair services for commercial and military aircraft in North America. Founded in 1955 and headquartered in Valencia, California, the company focuses on servicing major aircraft fleets, including those from Airbus, Boeing, and Lockheed. Sunvair's extensive offerings encompass machining, plating, non-destructive testing, hydraulic testing, inspections, and painting, ensuring comprehensive maintenance and repair solutions. The company has established a strong reputation for delivering high-quality services, responsive customer support, and rapid turnaround times, making it a trusted partner for leading aircraft operators.
DiscoverOrg
Debt Financing in 2015
DiscoverOrg, LLC is a provider of sales and marketing intelligence tools designed for professionals in sales, marketing, legal, and staffing industries. Founded in 2007 and based in Vancouver, Washington, the company offers a comprehensive sales intelligence platform that helps users identify prospective clients, understand the context for effective communication, and establish timely contact. Its key offerings include detailed organizational charts, verified contact information, and insights into new projects and technology usage within target companies. Additionally, DiscoverOrg provides AccountView, which identifies firmographic and technographic attributes to create lookalike target audiences. The platform integrates seamlessly with existing customer relationship management systems and marketing automation tools, enhancing the ability to connect with potential buyers and accelerate revenue growth.
Physiotherapy Associates
Debt Financing in 2015
Physiotherapy Associates is a national provider of outpatient physical rehabilitation care, operating a network of over 540 locations across 28 states. The company offers a comprehensive range of services, including general orthopedics, spinal care, neurological rehabilitation, and specialized offerings such as orthotics and prosthetics, certified hand therapy, and sports medicine. Additionally, Physiotherapy Associates provides operative rehabilitation, craniofascial therapy, children's physical therapy, and pediatric speech therapy, along with various wellness programs. By focusing on personalized physiotherapy exercises, the company aims to enhance patient outcomes through tailored treatment plans delivered by a network of skilled clinicians.
BlackHawk Industrial
Debt Financing in 2015
BlackHawk Industrial is a company that specializes in providing high-quality industrial products and equipment, along with comprehensive services such as inventory management, fabrication, packaging, and procurement. With a commitment to fostering strong local relationships, BlackHawk Industrial strives to exceed the expectations of its customers, suppliers, and stakeholders. The company operates numerous locations across North America, offering access to a diverse range of standard and custom products from thousands of manufacturers. Its streamlined distribution program is designed to significantly reduce total costs for clients, making it a valuable partner in the industrial sector.
Resource Label Group
Debt Financing in 2015
Resource Label Group is a full-service label manufacturer that specializes in custom label design and printing for various industries, including food, beverage, pharmaceuticals, and personal care. The company provides comprehensive label printing capabilities, including pressure-sensitive labels and specialty label customizations tailored to meet specific client needs. With a focus on addressing label and packaging challenges, Resource Label Group supports clients through the entire labeling process, ensuring appropriate designs, materials, and printing methods are utilized. Their experienced team is dedicated to delivering high-quality labeling solutions that enhance product presentation and compliance across multiple sectors.
Fortra
Private Equity Round in 2015
Fortra, formerly known as HelpSystems, is a provider of IT infrastructure software focused on systems and network management, business intelligence, and security and compliance solutions. The company offers a range of products including automation software, data access solutions for IBM systems, job scheduling tools, network monitoring applications, and managed file transfer solutions. Notable offerings include Robot for integrated systems management, PowerTech for security and compliance on IBM servers, and GoAnywhere MFT for secure file transfer. Additionally, Fortra provides IT and business process automation solutions, virus protection, and performance monitoring tools. With a commitment to simplifying IT operations, the company serves over 9,000 organizations worldwide, enabling them to enhance efficiency, secure sensitive data, and streamline access to information. Founded in 1982 and based in Eden Prairie, Minnesota, Fortra continues to support various critical IT needs, keeping businesses operational and secure.
Mentis Neuro Health
Debt Financing in 2015
Mentis Neuro Health specializes in providing high-quality neuro-rehabilitation services for individuals who have experienced acquired brain injuries or face significant challenges due to neurological conditions. The company focuses on creating individualized treatment plans that employ innovative intervention methods, ensuring patients receive care tailored to their specific needs. Mentis aims to facilitate improved mobility, social interaction, communication, and employability, ultimately aiding in the re-entry of patients into their homes and communities. With a commitment to excellence, Mentis strives to be recognized as a leader in the residential neuro-rehabilitation sector, encompassing vocational and community re-entry services.
Legacy.com
Venture Round in 2014
Legacy.com, founded in 1998 and headquartered in Evanston, Illinois, is a technology company that leads the online memorial and obituary market. Drawing over 18 million unique visitors each month, it hosts more than 20 million obituaries and provides online solutions for newspapers, including categories like celebrations, pets, and public notices. The company operates in the United States, Canada, Australia, New Zealand, the United Kingdom, and Europe, offering a network of obituary websites and support services for newspapers and funeral homes. Additionally, Legacy.com manages iAnnounce in Europe, which was acquired in 2013. With information technology facilities located in Naperville, Illinois, Legacy.com remains a prominent, privately held entity in its sector.
Trinity Consultants
Debt Financing in 2014
Trinity Consultants is an environmental consulting firm that focuses on industrial air quality and a range of environmental issues. With a presence across the United States, as well as in China and the Middle East, the company assists organizations in meeting regulatory requirements and enhancing environmental performance for sustainability. Its services include regulatory compliance consulting related to air and water quality, noise analysis, and environmental advocacy. Additionally, Trinity offers training, staffing assistance, and technology solutions in environmental health and safety (EH&S) data management. The firm aims to help clients navigate complex challenges in environmental, health, and safety sectors while promoting long-term ecological integrity.
American Dental Partners
Debt Financing in 2014
American Dental Partners is a company established in 1995 that specializes in providing support services to dental group practices across the United States. The firm aims to be a leading business partner for these practices, focusing on enhancing their operational efficiency and overall value. It collaborates with a range of dental groups, currently affiliated with 26 practices in 18 states. American Dental Partners offers various services, including the provision of dental facilities, support staff, and business services tailored to meet the needs of multidisciplinary dental practices. Through strategic acquisitions and service agreements, the company enhances the capabilities of the dental groups with which it partners, thus contributing to their success in the healthcare industry.
NSI Industries
Debt Financing in 2014
NSI Industries manufactures and distributes a broad range of electrical, HVAC, and building technology products. They serve electrical distributors, HVAC contractors, and communications providers, offering solutions such as electrical connectors, time controls, wire management products, and other related components to enhance operational efficiency.
Medical Scribe Systems
Debt Financing in 2014
ScribeAmerica was established in 2003, while the concept of medical scribe utilization in the industry has been anecdotally reported since the 1970's, ScribeAmerica transformed this cottage operation into a national industry. In 2006, we were the first company to demonstrate that the synergy of the Scribe/MD/EMR model could overcome productivity losses experienced by unassisted physicians using EMR. In 2008, we were the first scribe company providing services on both coasts and the only scribe company present at ACEP, AAOS, and SHM. We credit our success to our generous profit-sharing business model whereby the actual Project Leaders who manage our client's programs are rewarded. By enfranchising our employee base, we ensure limited attrition among management and attract the best talent in the industry to run your program.
Northeast Dental Management
Debt Financing in 2014
Northeast Dental Management is a provider of dental care services based in New Jersey, assisting patients with a range of treatments including teeth whitening, dental veneers, dental crowns, TMJ treatment, root canals, tooth-colored fillings, dental implants, and oral examinations. The company focuses on supporting dentists in maximizing the value of their practice equity, allowing them to continue practicing chairside for as long as they wish. Through its affiliated companies, Northeast Dental Management has successfully helped numerous dental professionals achieve their goals and maintain a high standard of care for their patients.
Cascade Windows
Debt Financing in 2014
Cascade Windows is a manufacturer specializing in high-quality vinyl windows and sliding glass doors. The company caters to both housing and commercial sectors, providing energy-efficient products that are customizable to meet the needs of clients in the new construction and retrofit markets for single and multi-family homes. By offering a range of styles and options, Cascade Windows aims to deliver solutions that enhance the aesthetic and functional qualities of residential and commercial properties.
Iconic Group
Debt Financing in 2014
Iconic Group, Inc. is a photography company that specializes in professional event photography services across the United States, Canada, and Europe. Founded in 2007 and based in Atlanta, Georgia, the company offers a range of services, including photography for college graduations, endurance races, and holiday events at shopping malls. Additionally, Iconic Group provides a photo reservation system that enables visitors to schedule their visits to malls at preferred dates and times. The company's diverse client base includes colleges, universities, sororities, fraternities, high schools, endurance race organizers, and mall developers. Formerly known as Event Photography Group, Inc., the company rebranded to Iconic Group, Inc. in February 2016 and operates as a subsidiary of Raymond James Financial, Inc.
Celestite Holdings
Private Equity Round in 2014
Celestite Holdings, LLC is a Texas-based company founded in 2007 that specializes in managing a range of insurance products and services, primarily focusing on the nonstandard auto insurance market. The company operates through its subsidiaries, which provide comprehensive solutions including policy issuance, claims administration, and reinsurance consulting for insurance companies. Celestite Holdings offers its services to both producers and policyholders, facilitating the underwriting of coverage and the management of claims. The company also features a bi-lingual customer service approach, ensuring accessibility through its Spanish language website and support systems. Additionally, Celestite promotes brand awareness in the motorcycle community by offering financial support to nominated professional riders while maintaining an online platform for cash payment solutions tailored to the insurance industry.
Traceable Products
Debt Financing in 2014
Traceable Products is a provider of precision measurement, monitoring and control equipment and reference standards for the world’s most universal and impactful variables.Traceable® Products designs, manufactures and sell individually serialized, calibrated and certified Traceable® and TraceableLIVE® time, temperature, humidity, pH and conductivity instruments, monitoring systems and reagents, as well as other precision tools for use in critical, controlled, audited, accredited and regulated processes
Total Fleet Solutions
Debt Financing in 2014
Total Fleet Solutions is a prominent provider of fleet management and asset management services, primarily focusing on the material handling equipment sector. Based in Perrysburg, Ohio, the company caters to Fortune 1000 and other large manufacturing firms, offering comprehensive, turnkey solutions designed to enhance productivity, safety, and cost efficiency. By employing a centralized and streamlined fleet management approach, Total Fleet Solutions helps clients optimize their operations, often achieving cost savings of 20% to 30% on their forklift fleet expenditures while simultaneously upgrading their equipment. The company’s services also encompass inventory management and carrier management, ensuring that clients receive tailored solutions that meet their specific requirements.
Maxor
Debt Financing in 2014
Founded in 1926, Maxor is a prominent pharmacy services provider with three primary business segments: Maxor Specialty and IV Solutions (accredited specialty pharmacy, respiratory, and home infusion services), MaxorPlus (URAC accredited pharmacy benefit management services), and Maxor Pharmacy Management and Consulting Services (on-site outpatient pharmacy management, 340B audits, consulting).
Tenex Capital Management
Debt Financing in 2013
Tenex Capital Management, established in 1999, is a New York-based private equity firm that invests in mid-market companies undergoing significant change. It specializes in operational turnarounds, recapitalizations, and other special situations, focusing on companies with revenues between $50 million and $300 million. Tenex targets investments in various sectors, including aerospace and defense, energy, healthcare, industrials, and technology, primarily in North America. The firm employs an in-house team of hybrid professionals skilled in operational leadership, investing, and capital markets structuring to maximize long-term value creation. Tenex typically invests $25 million to $100 million of equity, seeking control or majority stakes, and can accommodate significant minority co-investors.
MyBuys
Debt Financing in 2013
MyBuys is a leading provider of cross-channel personalization solutions for retailers, based in San Mateo, California. The company specializes in enhancing marketing effectiveness by analyzing individual shopper preferences and delivering tailored recommendations across various platforms, including e-commerce sites, email, display ads, mobile devices, and social media. With a robust cross-channel platform, MyBuys provides web recommendations and personalized alerts that leverage a patented portfolio of algorithms for real-time optimization. This allows businesses to engage customers effectively through acquisition, re-targeting, and reactivation strategies. More than 300 companies, including a significant number from the Internet Retailer Top 500, utilize MyBuys' services to drive sales and improve customer engagement.
Ohio Transmission Corporation
Venture Round in 2013
Ohio Transmission Corporation is an industrial technology firm that expands enterprises through the use of premium product lines, solutions, and unmatched technical proficiency. They offer various solutions for any industrial requirement. Its divisions include Air Technologies, the largest distributor of Atlas Copco compressed air equipment, and Industrial Solutions, a provider of compressed air system equipment and services. Industrial Solutions provides expert solutions for industrial motion control, factory automation, fluid power, pumping systems, spray finishing, and power transmission.
BioIVT
Debt Financing in 2013
BioIVT is a leading provider of biological products and specimens for life science and pharmaceutical companies, headquartered in Westbury, New York. Founded in 1981 and formerly known as Bioreclamation, LLC, the company specializes in a wide array of biological offerings, including biofluids, cell products, molecular products, and custom specimens. BioIVT's products are essential for drug discovery, biomarker identification, toxicology, and ADME research, aiding clients in understanding drug metabolism and pharmacokinetics. The company serves various therapeutic areas, such as oncology, neuroscience, and autoimmune diseases, and caters to diverse markets, including diagnostics development and consumer goods. By providing high-quality control and disease state samples, BioIVT enables scientists and researchers to expedite the development of new drugs and diagnostics, ultimately enhancing the efficiency of medical advancements.
SAVO Group
Debt Financing in 2013
SAVO, founded in 1999, specializes in on-demand sales enablement solutions aimed at enhancing the effectiveness of sales teams, regardless of size. The company's software empowers sales representatives by providing them with timely access to the most relevant resources, insights, and expertise from across their organization. By integrating key Web 2.0 concepts, SAVO allows users to contribute content and feedback, facilitating collaboration and continuous improvement. The platform enables sales professionals to rate the quality and effectiveness of content, ensuring that the most impactful materials are easily customizable and aligned with the brand's identity. SAVO's solutions are informed by extensive client relationships with notable companies, allowing it to deliver practical and innovative tools that enhance the overall sales process and drive value for customers.
Prospira PainCare
Venture Round in 2013
Prospira PainCare, Inc. is a leading provider of comprehensive pain management services, operating a network of pain management physicians and rehabilitation specialists across several states, including California, Florida, Georgia, Michigan, New Jersey, and Pennsylvania. The company addresses a wide range of pain conditions, such as arthritis, back pain, cancer pain, neuropathy, fibromyalgia, and more. Prospira employs a holistic interdisciplinary approach, offering not only interventional treatments but also functional restoration programs and lifestyle-oriented therapies aimed at improving patients' quality of life. Incorporated in 2012 and based in Roswell, Georgia, Prospira PainCare is committed to delivering individualized treatment regimens that enhance patient outcomes and contribute positively to the healthcare system.
Maxymiser
Private Equity Round in 2013
Maxymiser is a company specializing in cloud-based software that empowers marketers to enhance customer engagement through testing, targeting, and personalization across digital channels. By optimizing over 20 billion customer interactions monthly, Maxymiser enables brands like HSBC, Lufthansa, Tommy Hilfiger, and Wyndham to create tailored experiences for their users. The platform integrates multivariate testing and automated personalization functionalities, allowing businesses to seamlessly manage their marketing campaigns and improve overall performance. Acquired by Oracle in 2015, Maxymiser contributes to the Oracle Marketing Cloud, enhancing its capabilities as a comprehensive solution for managing marketing strategies throughout the customer lifecycle.
Vantrix
Debt Financing in 2013
Founded in 2004, Vantrix specializes in optimizing and delivering digital content over networks to connected devices. Its high-performance platform ensures optimal performance, quality, and cost-effectiveness for service providers worldwide.
Stanton Carpet
Private Equity Round in 2012
Stanton Carpet Corporation, founded in 1980 by Sy Cohen and based in Woodbury, New York, is a prominent manufacturer and importer of decorative carpets and custom rugs. The company specializes in a diverse range of flooring products, including wool tufted textures, flat-weaves, thick Berbers, and synthetic and natural fiber options. Stanton Carpet serves both residential and commercial markets, supplying its products through over 5,000 retail partners across the United States and Canada. The company's offerings include high-quality, designer-driven patterns and styles under its main brand, as well as divisions such as Royal Dutch Carpets and Antrim Carpet. Stanton is recognized for its innovative designs and specialty collections, which include the Pacific Heights and Sterling Collections, reflecting its commitment to style and value in the decorative flooring market. Additionally, Stanton operates a distribution and fabrication center in Calhoun, Georgia, to support its extensive product range and customer base.
SkyCross
Debt Financing in 2012
SkyCross is a global company specializing in the design and manufacture of advanced antenna and radiofrequency technology systems. The company serves various market segments, including handsets, data cards, USB dongles, laptops, access points, and mobile personal entertainment devices. SkyCross's technology focuses on producing integrated modules and antennas based on patented technologies such as beam-forming, pattern diversity, and closed-loop tuning. These innovations aim to enhance the development of mobile and connectivity applications, improving communication across all wireless devices.
Cayenne Medical
Debt Financing in 2012
Cayenne Medical, Inc. is a medical device company based in Scottsdale, Arizona, specializing in soft tissue reconstruction solutions for the knee, shoulder, and extremities. Founded in 2005, the company designs and develops a range of products for arthroscopic surgery, including the AperFix System, which facilitates anterior cruciate ligament (ACL) reconstruction using various grafts. Its offerings also include the AperFix Femoral and Tibial devices for restoring knee kinematics and anatomical reconstruction. Additionally, Cayenne Medical provides the CrossFix II System for meniscal repair, the iFix Interference Screw System for ACL procedures, and a line of shoulder products under the Quattro System for various soft tissue repairs. The company's innovative solutions aim to enhance surgical precision and improve patient outcomes in sports medicine.
Lively
Debt Financing in 2012
Lively, a subsidiary of Best Buy, specializes in mobile health and safety solutions tailored for older adults and their caregivers. The company offers a range of products designed to promote independence and well-being among seniors, including the Lively Mobile and Lively Wearable devices, as well as the Jitterbug Smart2 and Jitterbug Flip phones. Its suite of mobile applications includes services such as Urgent Care, GreatCall Link, MedCoach, and 5Star, which provide medical assistance, medication management, and emergency response capabilities. With a focus on ease of use, Lively’s products feature senior-friendly hardware and one-touch connectivity to trained agents who can assist with emergencies and other needs. The company serves over 900,000 subscribers across the United States, aiming to enhance the quality of life for aging consumers through innovative technology and dedicated customer care.
InnoPharma
Venture Round in 2012
InnoPharma, LLC, founded in 2005 and located in Piscataway, New Jersey, is a privately held pharmaceutical research and development company. The firm specializes in developing complex generic and innovative specialty pharmaceutical and bio-pharmaceutical products, particularly in injectable and ophthalmic dosage forms. InnoPharma boasts a diverse portfolio of products in various stages of development, utilizing advanced formulations such as suspensions, lyophilized products, emulsions, liposomes, micelles, and lipid complexes.
BoxTone
Venture Round in 2012
BoxTone is a prominent provider of Enterprise Mobility Management (EMM) solutions, managing nearly one million mobile devices for a diverse clientele that includes leading enterprises, government agencies, and managed service providers. The company offers an automated EMM platform that is utilized by many of the Fortune 100 and top managed service providers to enhance mobile performance and security while minimizing costs and risks. BoxTone's unified mobile management platform utilizes patented real-time automation technology, addressing the complete mobile lifecycle, which encompasses mobile device management, support management, operations management, and business management. The platform supports a wide array of mobile devices, including those from BlackBerry, Apple, Google, Nokia, and Microsoft, and integrates various mobile connectivity services and enterprise applications. Additionally, BoxTone provides health checks, consulting, training, and support services to ensure optimal performance for its clients.
Open Mile
Debt Financing in 2012
Open Mile is a provider of online services for shipping and transportation brokerage, focusing on the domestic truckload market. The company aims to enhance the efficiency of this sector by utilizing advanced web and mobile technology to facilitate real-time interactions between shippers and carriers. Open Mile's platform allows users to collect market intelligence and effectively match shipping demand with available capacity. By automating many aspects of the freight process, the company seeks to lower costs and improve service for shippers while simultaneously creating new revenue opportunities for qualified carriers. Overall, Open Mile is dedicated to making the freight industry smarter, more transparent, and accessible for all participants.
Aurora Parts & Accessories
Private Equity Round in 2011
Aurora Parts & Accessories, LLC is a distributor of aftermarket and replacement parts and accessories for semi-trailers in the North American transportation industry. Established in 2003 and based in Lebanon, Indiana, the company specializes in a comprehensive range of products, including body, chassis, electrical components, brakes, wheels, suspension parts, cargo control products, safety equipment, and fasteners. Aurora Parts & Accessories serves its customers through a network of independently owned dealerships, distributors, sales representatives, repair shops, and fleets, ensuring that they have access to reliable parts for maintenance and repair needs. The company's focus on quality and service positions it as a key player in supporting the operational efficiency of the transportation sector.