U.S. Renal Care, Inc. is a healthcare service provider specializing in dialysis for patients with chronic kidney failure. Established in 2000 and headquartered in Plano, Texas, the company operates a network of 335 dialysis facilities across 32 states and the Territory of Guam, serving over 25,000 patients. U.S. Renal Care offers a range of services, including in-center hemodialysis, at-home hemodialysis, and peritoneal dialysis, specifically catering to those with end-stage renal disease. In addition to its outpatient and home dialysis programs, the company collaborates with local community hospitals to manage acute setting dialysis programs. U.S. Renal Care also provides support for families, caregivers, and physicians involved in patient care, operating with a business model that includes partnerships with local nephrologists.
The U.S. Small Business Administration (SBA) is an independent agency of the federal government established in 1953 to aid, counsel, assist, and protect the interests of small business concerns in the United States. The SBA's mission is to help Americans start, build, and grow businesses by providing loans, loan guarantees, contracts, counseling sessions, and other forms of assistance. Through a network of field offices and partnerships with public and private organizations, the SBA delivers services to people throughout the United States, Puerto Rico, the U.S. Virgin Islands, and Guam. The SBA's programs include financial and federal contract procurement assistance, management assistance, outreach to women, minorities, and armed forces veterans, as well as providing loans to victims of natural disasters and specialized advice and assistance in international trade.
Kalkomey Enterprises, LLC, also known as Boat Ed, is a provider of online recreational safety education and certification courses focused on activities such as boating, hunting, snowmobiling, and off-road vehicle operations. Founded in 1995 and headquartered in Dallas, Texas, the company serves outdoor enthusiasts and government agencies across all 50 U.S. states, as well as in several countries including Australia, Canada, and the United Kingdom. Kalkomey's offerings include regulatory-approved courses delivered through a modern learning management system, enabling nearly one million individuals to receive training and certification annually. In addition to educational services, Kalkomey provides cloud-based agency management solutions that enhance operational efficiency for state and local agencies in key workflows, including licensing, registration, and compliance. By integrating its educational resources with agency management tools, Kalkomey aims to improve accessibility to outdoor recreation, promote participation, and foster civic engagement.
Bank of Hawaii, established in 1897 and headquartered in Honolulu, is a commercial bank that serves customers in Hawaii, American Samoa, Guam, and other Pacific Islands. The bank offers a comprehensive range of financial products and services, including checking and savings accounts, loans, lines of credit, mortgages, and retirement accounts. In addition to retail banking, it provides wealth management, investment services, business banking solutions, and leasing services. Bank of Hawaii also engages in trade and international banking, catering to both individual and corporate clients. Its subsidiaries, including Bank of Hawaii Leasing and Bankoh Investment Services, further expand its service offerings, encompassing equipment leasing, securities brokerage, and credit insurance. The bank operates through multiple segments, ensuring a diverse portfolio that meets the needs of its varied clientele.
The Stephens Group, LLC is a private, family-owned investment firm founded in 1933 and headquartered in Little Rock, Arkansas, with additional offices in Frankfurt, London, and New York. The firm specializes in private equity and venture capital, focusing on mid-venture investments, leveraged buyouts, recapitalizations, growth capital, and mature investments across a diverse range of sectors. Its investment portfolio spans agriculture, energy, industrials, software, consumer products, financial services, healthcare, and technology, among others. The Stephens Group typically invests between $10 million and $125 million in companies with enterprise values ranging from $50 million to $400 million and seeks both minority and control positions in its investments. The firm aims to partner with management teams, often pursuing a board seat in its portfolio companies to foster long-term growth and success.
Metrobank, headquartered in Makati City, Philippines, is a financial services company that offers a wide range of banking products and services to both large local and multinational corporations. Its offerings include commercial and consumer banking, investment banking, credit cards, remittances, trust banking, and leasing services. The bank has a significant presence in the market, having been the first private bank to establish an office in the United States with its branch in Guam. Established in 1962, Metrobank has expanded its operations and acquired a universal banking license, allowing it to gain substantial equity in various local and international subsidiaries. Additionally, its Trust Banking Group manages separate client-focused portfolios, providing asset management services that include equity and fixed income investments. Metrobank has received several accolades, including recognition as the Best Commercial Bank in the Philippines by Global Banking & Finance Review in 2015.
Stonepeak Infrastructure Partners is a firm that specializes in alternative investments, focusing on infrastructure and real assets. The company manages capital on behalf of over 270 global investors, including pensions and endowments. Stonepeak provides a range of investment vehicles that encompass private equity and credit, as well as operational support and committed partnerships. Its investment strategy targets critical sectors such as transport and logistics, communications, water, energy transition, and renewable energy. By prioritizing sustainable growth, Stonepeak aims to create value for its stakeholders while contributing to the development of essential infrastructure.
Starboard Value LP is a privately owned investment adviser based in New York City, specializing in the public equity markets of the United States. Founded in March 2011 through a spin-off from Ramius LLC, the firm focuses on investing in value stocks of small-cap companies. Starboard Value primarily serves pooled investment vehicles, as well as state and municipal government entities, sovereign wealth funds, and foreign official institutions. The firm utilizes fundamental analysis to guide its investment strategies and provide insights to investors interested in publicly traded small-cap companies.
Lumina Foundation is an independent non-profit private foundation based in Indianapolis, Indiana, established in 2000. Its primary mission is to expand access to education, aiming to increase the proportion of Americans with degrees, certificates, and other high-quality credentials to 60 percent by 2025. The foundation employs an outcomes-based approach that emphasizes the design and development of an equitable, accessible, responsive, and accountable higher education system. Additionally, Lumina Foundation fosters a national sense of urgency for action to achieve its educational goals through research, information dissemination, and innovation.
JANA Partners is an activist investment management firm based in New York that specializes in identifying undervalued companies poised for significant change. The firm focuses on investment opportunities with clear catalysts that can unlock value, such as strategic campaigns or operational improvements. By offering both short- and long-term investment options, JANA Partners aims to provide capital that enables these organizations to grow and enhance long-term profitability. The firm’s approach is centered on engaging with the companies in which it invests to drive meaningful transformations that benefit all stakeholders.
Cove Hill Partners, established in 2017 and headquartered in Boston, Massachusetts, is a private equity firm focusing on buyouts and debt investments. It specializes in consumer and technology companies based in North America, with a preference for control or influential minority ownership. The firm typically invests in companies valued between $100 million and $800 million, aiming for a longer-term investment horizon of eight to nine years, and occasionally up to 15 years. Cove Hill Partners aims to make one or two investments per year.
Bain Capital Private Equity, LP is a private equity firm that specializes in a diverse range of investment strategies, including control buyouts, expansion financing, and growth capital investments. Founded in 1984 and headquartered in Boston, Massachusetts, the firm operates as a subsidiary of Bain Capital, LLC, with additional offices in North America, Europe, Asia, and Australia. Bain Capital Private Equity primarily targets investments in sectors such as consumer, financial and business services, healthcare, industrial, and technology. Within these sectors, the firm focuses on various industries, including retail, healthcare devices, automotive, and digital media. The firm typically invests between $5 million and $1 billion in companies with enterprise values ranging from approximately $250 million to $836 million. Bain Capital Private Equity aims to partner closely with management teams to drive growth and enhance the value of its portfolio companies, leveraging its global presence and deep industry expertise.
Valsoft Corporation is a holding company that focuses on acquiring and growing vertical-market software enterprises. The company aims to provide software and related technology services to a diverse and expanding consumer base. Valsoft employs a decentralized management approach, allowing its acquired companies to operate independently while benefiting from shared resources, analytics, guidance, and capital. This strategy enables these companies to achieve stability and enhance their marketing efforts, ultimately fostering growth and innovation in the software industry.
PSI Services, established in 1964, specializes in professional testing and assessment services. It offers a comprehensive suite of solutions, including pre-hire employment selection, managerial assessments, licensing and certification tests, and license management services. PSI caters to a diverse client base comprising corporations, government regulatory agencies, professional associations, and academic institutions. With a nationwide network of testing centers and a state-of-the-art test administration platform, PSI ensures consistent, secure, and high-quality assessment services. Its talent management division, PSI Talent Management, utilizes data-driven approaches to screen, select, develop, and engage talent worldwide, delivering over 30 million assessments annually in more than 50 languages.
CBIZ, founded in 1987 and headquartered in Cleveland, Ohio, is a professional services firm that offers a diverse range of business solutions primarily to small and medium-sized enterprises, individuals, governmental entities, and not-for-profit organizations in the United States and Canada. The company's services include accounting, tax advisory, financial consulting, litigation support, and real estate advisory. Additionally, CBIZ provides employee services such as group health plans, retirement planning, payroll services, and human capital management. It also specializes in medical management for hospital-based physicians and offers technology consulting, risk advisory, and mergers and acquisitions services across various sectors, including healthcare, construction, and technology. Through its subsidiaries, CBIZ delivers tailored solutions to meet the unique needs of its clients while maintaining a strong commitment to service excellence.
Inverness Graham, established in 1996 and headquartered in Wayne, Pennsylvania, is a private equity firm specializing in lower mid-market investments in the United States. The firm focuses on acquiring innovative, technology-enabled businesses, with a particular emphasis on the manufacturing, technology, and service sectors. Inverness Graham typically seeks majority stakes in its portfolio companies, aiming to drive growth through strategic platform builds and operational improvements. The firm's investment approach spans buyouts, mergers, acquisitions, and growth capital, with a recent focus on the 'Green Light' strategy, targeting investments in sectors undergoing significant transitions such as agtech, energy, and industrial transformations.
Riveria Investment Group is a private equity firm established in 2011 and headquartered in New York, New York. The firm focuses on providing investment opportunities in companies with operational cash flows across various sectors, including consumer products, retail, manufacturing, industrial, education, business services, media, entertainment, healthcare, technology, distribution, and logistics. Riveria Investment Group specializes in a range of financing strategies, such as growth equity, management buyouts, recapitalization, leveraged buyouts, acquisition financing, and corporate divestitures, aiming to support the growth and development of its portfolio companies.
Revelstoke Capital Partners, established in 2013, is a Denver, Colorado-based private equity firm focused on investing in middle market companies within the healthcare and related business services sectors in the United States. The firm typically invests between $10 million and $250 million per transaction in companies with at least $5 million of EBITDA, seeking majority or minority control investments. Revelstoke aims to build industry-leading companies through strategic acquisitions, buyouts, and growth equity investments, with a particular focus on healthcare services, products, and related businesses.
Wastequip is a manufacturer of waste handling and recycling equipment that serves the industrial sector. The company designs and produces a diverse range of products, including dumpsters, compactors, balers, carts, containers, and trailers, made from steel and plastic. These products are specifically engineered to collect, process, and transport recyclables, solid waste, liquid waste, and organic materials from household, commercial, and industrial sources. With a strong foundation of technical expertise and industry experience, Wastequip addresses the collection and handling challenges faced by waste operators, enhancing their efficiency and profitability in waste management operations.
Fidelity National Information Services provides core processing and ancillary services to banks, but its business has expanded over time. By acquiring SunGard in 2015, the company now provides record-keeping and other services to investment firms. With the acquisition of Worldpay in 2019, FIS was providing payment processing services for merchants and holding leading positions in the United States and United Kingdom. But the company sold off a majority interest in Worldpay and now has only a minority stake.
KB Securities is a financial services company that operates as an asset management firm, catering to both individual and corporate clients. The company specializes in various financial activities, including asset management for stocks, bonds, and derivatives. In addition to its asset management services, KB Securities provides wealth management, securities trading, and loan banking services, positioning itself as a comprehensive provider of financial solutions.
Serent Capital, established in 2008 and headquartered in San Francisco, is a private equity firm specializing in lower middle market investments. It focuses on high-growth service and technology businesses, with a particular emphasis on software and commercial service sectors. The firm seeks to partner with successful, established companies, providing capital and operational support to help them navigate evolving opportunities and challenges. Serent Capital typically invests between $20 million to $200 million in companies generating $10 million to $50 million in annual revenue.
Callais Capital Management, LLC, established in 2014 and based in Thibodaux, Louisiana, is a family office that specializes in private equity and venture capital investments. The firm focuses on early-stage companies, seeking opportunities in diverse sectors such as sports/social media, carbon production, and financial technology. It also invests in real estate projects and corporate expansion financing, as well as debt financing. Notably, Callais Capital builds regional portfolios of startups, actively investing in the burgeoning startup ecosystems along the Third Coast and Mississippi River Valley, with a commitment to diverse, equitable, and inclusive teams.
SunTrust Banks, Inc., acquired by BB&T Corporation, functions as a holding company for SunTrust Bank, which provides a diverse range of financial services across the United States. SunTrust operates through two primary segments: Consumer and Wholesale. The Consumer segment offers services such as deposits, personal and home equity loans, credit cards, and investment advisory services, along with residential mortgage products in the secondary market. The Wholesale segment delivers capital markets solutions, asset-based financing, investment banking services, and treasury and payment solutions. Clients can access these offerings through a wide network of branches, ATMs, and digital banking channels. Founded in 1891 and headquartered in Atlanta, Georgia, SunTrust emphasizes serving consumers, businesses, corporations, and not-for-profit organizations across its operational regions, including Florida, Georgia, Virginia, and other southeastern U.S. states.
Mizuho Asia Partners is a private equity firm established in 2012 and based in Singapore. The firm specializes in investing in and nurturing promising mid-cap companies, particularly within the technology sector, across Southeast Asia. By focusing on this region, Mizuho Asia Partners aims to capitalize on the growth potential of mid-cap enterprises, providing them with the necessary resources and support to achieve their strategic objectives and enhance their market presence.
SV Health Investors, established in 1993, is a prominent venture capital firm headquartered in Boston, Massachusetts. With over $2 billion in assets under management across seven private healthcare funds, the firm invests in innovative healthcare and life sciences companies across the United States and Europe. SV Health Investors focuses on supporting entrepreneurs developing breakthrough treatments and technologies, with a particular interest in therapeutics, biotechnology, healthcare services, and medical technology. The firm aims to transform healthcare through strategic investments, leveraging its 20-year track record and offices in Boston, San Francisco, and London.
New Enterprise Associates (NEA) is a prominent venture capital firm established in 1977, headquartered in Menlo Park, California, with additional offices in the U.S., India, and China. NEA specializes in investing in technology and healthcare sectors, with a focus on enterprise, consumer, fintech, life sciences, and digital health companies. The firm engages with entrepreneurs at various stages of business development, providing support from initial funding to public offerings. NEA invests globally, with a significant presence in Asia, including China and India, as well as the United States. The firm typically invests between $0.05 million and $20 million per deal.
UnitedHealth Group, headquartered in Minnetonka, Minnesota, is a leading global healthcare company. It provides a wide range of services, including health technology, health finance, and pharmacy services. The company leverages clinical data and intelligence to streamline administrative processes and enhance clinical decision-making. UnitedHealth Group serves approximately 50 million members worldwide, offering medical benefits through employer-sponsored, self-directed, and government-backed insurance plans. Its Optum franchises have expanded its reach to encompass medical and pharmaceutical benefits, outpatient care, and analytics, serving both affiliated and third-party customers.