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Portfolio

RL JAMES

Industry: Facility Services / Building Services
Transaction Type: Founder – Owned Business
Initial Investment: December 2023
Headquarters Location: Fort Myers, FL
Status: Active, Fund II

TECKREZ

Industry: Chemicals
Transaction Type: Founder – Owned Business
Initial Investment: November 2023
Headquarters Location: Jacksonville, FL
Status: Active, Fund II

ISLAND PUMP AND TANK CORP.

Industry: Facility Services / Building Services
Transaction Type: Family – Owned Business
Initial Investment: March 2023
Headquarters Location: East Northport, NY
Status: Active, Fund II

AVTRON POWER SOLUTIONS

Industry: Testing, Inspection, & Certification
Transaction Type: Corporate Carveout
Initial Investment: September 2022
Headquarters Location: Cleveland, OH
Status: Active, Fund II

DAYCO

Industry: Automotive
Transaction Type: Sponsor – Owned Business
Initial Investment: September 2022
Headquarters Location: Roseville, MI
Status: Active, Fund II

MACHINERY SERVICES CORP. AND RAPID PUMP & METER SERVICE

Industry: Facility Services / Building Services
Transaction Type: Founder – Owned Business
Initial Investment: July 2022
Headquarters Location: Paterson, NJ
Status: Active, Fund II

BURNOUT BRANDS

Industry: Automotive
Transaction Type: Founder – Owned Business
Initial Investment: May 2022
Headquarters Location: Brooksville, Florida and Abbotsford, British Columbia
Status: Active, Fund II

INSPIRE AESTHETICS

Industry: Healthcare
Transaction Type: Founder – Owned Business
Initial Investment: December 2021
Headquarters Location: Delray Beach, FL
Status: Active, Fund I

SUPERHERO FIRE PROTECTION

Industry: Fire & Life Safety Services
Transaction Type: Founder – Owned Business
Initial Investment: September 2021
Headquarters Location: Lawrenceville, GA
Status: Active, Fund I

AIR CONDITIONING SPECIALIST

Industry: HVAC Services
Transaction Type: Founder – Owned Business
Initial Investment: August 2021
Headquarters Location: Milledgeville, GA
Status: Active, Fund I

SSE INTERNATIONAL

Industry: Industrial Services
Transaction Type: Corporate Carveout
Initial Investment: October 2019
Headquarters Location: Export, PA
Status: Active, Fund I

ANCHOR DANLY

Industry: Industrials
Transaction Type: Family – Owned Business
Initial Investment: September 2018
Headquarters Location: Windsor, ON, Canada
Status: Active, Fund I

MASTERWORK ELECTRONICS

Industry: Electronics Manufacturing Services
Transaction Type: Founder – Owned Business
Initial Investment: July 2018
Headquarters Location: San Diego, CA
Status: Active, Fund I

WEHNER MULTIFAMILY

Industry: Property Management Services
Transaction Type: Founder – Owned Business
Initial Investment: August 2019
Headquarters Location: Dallas, TX
Status: Realized

CLOYES AFTERMARKET

Industry: Automotive Aftermarket
Transaction Type: Corporate Carveout
Initial Investment: April 2018
Headquarters Location: Fort Smith, AR
Status: Realized

STELLA ENVIRONMENTAL SERVICES

Industry: Environmental Services & Logistics
Transaction Type: Corporate Carveout
Initial Investment: August 2017
Headquarters Location: Houston, TX
Status: Realized