Marathon Asset Management

NN, Inc. is a global industrial manufacturer that designs and produces high-precision solutions and components for medical, aerospace and defense, electrical, automotive, and general industrial markets. It operates through three segments: Life Sciences, which designs and manufactures high-precision metal and plastic components, assemblies, and finished devices such as surgical instruments, orthopaedic implants and tools, and related devices; Mobile Solutions, which provides system-critical components for fuel systems, engines and transmissions, power steering, and electromechanical motors for general industrial and automotive applications; and Power Solutions, which designs and manufactures high-precision metal and plastic components and assemblies for power control, flight control, and military devices, including electrical contacts, connectors, contact assemblies, and precision stampings, as well as products for aerospace and defense end markets. The company sells its products worldwide directly to manufacturers.

Stockdale Capital Partners is a growing Los Angeles based vertically-integrated real estate investment firm, affiliated with Stockdale Management, a property management firm. We’re championing innovation, sustainability and design that brings people together, enhances quality of life and builds community. Focused on opportunistic investments across the Southwest, we have four offices and 75 employees in four states.

Sunbelt Modular, Inc. is a wholesale manufacturer based in Sachse, Texas, specializing in the design, engineering, and production of commercial modular buildings. Founded in 2006, the company serves a diverse range of industries, including education, healthcare, government, and construction. Sunbelt Modular creates both relocatable and permanent structures, catering to various needs such as classrooms, medical offices, military barracks, and retail kiosks. The firm emphasizes customization, allowing clients to obtain tailored modular solutions for their specific requirements, whether for temporary or permanent use.

Founded in 1959, GEMS Education operates international schools offering education services from kindergarten to higher grades. With a presence across the Middle East, India, Europe, and Asia, it aims to provide quality education and improve access for underprivileged children.

Theratechnologies Inc. is a biopharmaceutical company focused on developing therapeutic products primarily for HIV patients. Founded in 1993 and headquartered in Montreal, Canada, the company utilizes proprietary technologies such as Long Acting Peptides to enhance the stability of therapeutic proteins. Its lead product, tesamorelin, has completed phase III clinical trials for HIV-associated lipodystrophy and is undergoing phase II trials for mild cognitive impairment and growth hormone deficient abdominal obesity. Theratechnologies also has a preclinical product for acute kidney injury. The company markets two approved products: EGRIFTA in Canada and the United States, and Trogarzo, which is also approved for the U.S. market. It engages in various collaborations and licensing agreements, including partnerships with PDC Biotech GmbH and EMD Serono, to address additional medical needs related to HIV. The company's primary revenue source comes from RxCrossroads, a U.S.-based customer.

Acer Therapeutics Inc. is a pharmaceutical company dedicated to the acquisition, development, and commercialization of therapies for serious rare and life-threatening diseases with significant unmet medical needs. Founded in 2013 and headquartered in Newton, Massachusetts, the company has a diverse clinical pipeline that includes several promising candidates. EDSIVO is designed for the treatment of vascular Ehlers-Danlos Syndrome in patients with a confirmed type III collagen mutation. ACER-001, a taste-masked formulation of sodium phenylbutyrate, targets various inborn errors of metabolism, including urea cycle disorders and maple syrup urine disease. Additionally, Acer is developing osanetant for the treatment of induced vasomotor symptoms and has initiated research on emetine hydrochloride as a potential COVID-19 treatment in collaboration with the National Center for Advancing Translational Sciences. The company also holds a license agreement with Sanofi for worldwide rights to osanetant.

BigBear.ai specializes in delivering advanced technology solutions to the national defense and intelligence communities. They offer a range of capabilities including AI, machine learning, data management, cloud solutions, digital engineering, and systems integration, aiming to provide information superiority and decision support.

Kaleo, Inc. is a pharmaceutical company based in Richmond, Virginia, founded in 2008. It specializes in developing, marketing, and selling combination drug/device products aimed at empowering patients to manage their medical conditions more effectively. Notable products include AUVI-Q, an epinephrine auto-injector designed for infants and small children experiencing severe allergic reactions, and EVZIO, a naloxone HCl injection for opioid overdoses. The company emphasizes drug delivery technology, human factors engineering, and a patient-centric approach to product development, ensuring that its offerings provide clinical and economic benefits. Kaleo distributes its products primarily through distributors in the United States and Canada and was formerly known as Intelliject, Inc., a name it adopted in January 2014.

Avenger Flight Group, LLC is an aviation training company headquartered in Fort Lauderdale, Florida, with additional locations in Las Vegas, Nevada; Ciudad de Mexico D.F., Mexico; and Fort Worth, Texas. Established in 2012, the company specializes in providing commercial aviation simulation and training services to both domestic and international airlines. Utilizing state-of-the-art simulators, Avenger Flight Group offers comprehensive simulation training and classroom instruction tailored to the needs of pilots and trainers. This strategic approach allows clients to enhance their operational capabilities through effective training solutions.

Dermavant Sciences Ltd. is a clinical-stage biopharmaceutical company specializing in the development and commercialization of therapeutics for medical dermatology. Founded in 2015 and based in London, the company is committed to addressing unmet medical needs in dermatological conditions, particularly in the fields of psoriasis and atopic dermatitis. Its lead product candidate, Tapinarof, is a topical cream currently undergoing Phase III clinical trials for the treatment of these conditions. Dermavant's pipeline also includes candidates in earlier stages, such as Cerdulatinib, a dual inhibitor aimed at treating vitiligo and related inflammatory skin disorders, and Oxybutynin/Pilocarpine, an oral therapy targeting primary focal hyperhidrosis. Additionally, the company is exploring innovative approaches to acne vulgaris and atopic dermatitis with its preclinical candidates. Dermavant Sciences Ltd. maintains several licensing agreements with pharmaceutical companies, reinforcing its collaborative efforts to advance dermatological therapies.

Healogics is a specialized provider of wound care services that operates outpatient wound care centers in hospitals and partners with skilled nursing facilities to address the needs of patients with chronic wounds. The company’s mission is to advance the science of wound medicine and improve treatment outcomes for individuals suffering from various conditions, including diabetes, cancer, and vascular diseases. By collaborating with over 300 skilled nursing facilities and providing inpatient consults at more than 60 partner hospitals, Healogics ensures a comprehensive approach to wound care, combining standard and advanced treatment options to enhance patient recovery.

Europcar is the largest car rental company in Europe, with 2825 locations in 143 countries. The company's offices in Germany, France, Italy, Spain, Portugal, and the United Kingdom are centrally managed by Europcar in France, while other countries operate as franchisees. With a strong presence across Europe, Europcar offers a wide range of car rental services to customers traveling for business or leisure purposes. Through its extensive network of locations, Europcar aims to provide convenient and reliable transportation solutions to meet the diverse needs of its customers.

Baudax Bio is a specialty pharmaceutical company focused on developing and commercializing products for hospital and other acute care settings. Its lead program is an intravenous formulation of meloxicam, a non-opioid analgesic that has completed Phase III trials for moderate to severe pain and is being studied in Phase IIIb trials in colorectal and orthopedic surgery to assess opioid consumption, pain intensity, and length of hospital stay with pharmacoeconomic parameters. The company's early-stage programs include RP1000, an intermediate-acting neuromuscular blocking agent, in Phase I; RP2000, an ultrashort-acting NMBA in preclinical development; a reversal agent; and Dex-IN, a proprietary intranasal formulation of dexmedetomidine. Baudax Bio was established in 2019 and is based in Malvern, Pennsylvania.

Workhorse Group is an American technology company based in Loveland, Ohio, specializing in the design and manufacture of battery-electric vehicles and aircraft. Founded in 2007, the company produces medium-duty trucks under the Workhorse brand and develops cloud-based telematics systems for fleet operators to enhance energy and route efficiency. Additionally, Workhorse Group offers the HorseFly delivery drone system, an octocopter-based UAV integrated with electric delivery trucks for efficient last-mile deliveries. The company's approach involves using automotive-grade parts and proprietary control software to build its battery-electric power trains.

ADMA Biologics, Inc. is a biopharmaceutical company focused on developing, manufacturing, and marketing specialty plasma-derived biologics aimed at treating immune deficiencies and infectious diseases in the United States. The company offers a range of products, including BIVIGAM and ASCENIV, both intravenous immune globulin therapies for primary humoral immunodeficiency, as well as Nabi-HB, which is used for acute exposure to Hepatitis B. ADMA is also involved in the development of additional plasma-derived therapeutics, particularly targeting infections like S. pneumonia. To support its operations, the company runs FDA-licensed source plasma collection facilities known as ADMA BioCenters, which contribute to the supply of plasma necessary for its product manufacturing. ADMA Biologics distributes its products through independent distributors, sales agents, specialty pharmacies, and other healthcare providers. Founded in 2004 and based in Ramsey, New Jersey, ADMA is dedicated to serving niche patient populations, particularly those with compromised immune systems.

Sipex Corporation engages in the design, manufacture, and marketing of analog integrated circuits (ICs). It offers power management products, including white LED drivers, DC/DC regulators, and controllers to regulate, control, monitor, or provide the reference voltage for a system or portion of a system. The company also provides interface products that facilitate the transfer of digital signals between or within electronic systems, as well as ensure connectivity between networks, computers, and digital peripherals and consumer portable devices that connect to them. In addition, it offers optical storage products, including photo-detector ICs, advanced power control ICs, and laser diode drivers.