Portfolio
Business Services
- Status: Active
- HQ Location: Georgia
- Industry: Business Services
- Fund: Junior Capital Fund III
- Deal Team: Matt Harnett, Paul Oris, and Dominic Noel
- Investment Date: 10/31/2023
- Status: Active
- HQ Location: Mississippi
- Industry: Business Services
- Fund: Private Credit Fund III
- Deal Team: Tyson Smith, Husnain Safdar, and Zachary Forsyth
- Investment Date: 08/08/2023
- Status: Active
- HQ Location: West
- Industry: Business Services
- Fund: Private Credit Fund III
- Deal Team: Tyson Smith, Paul Oris, and Justin Uhlenbrock
- Investment Date: 07/21/2023
- Status: Active
- HQ Location: New York
- Industry: Business Services
- Fund: Junior Capital Fund III
- Deal Team: Tyson Smith, Jack Surma, and Dominic Noel
- Investment Date: 02/07/2022
- Status: Active
- HQ Location: Pennsylvania
- Industry: Business Services
- Fund: Junior Capital Fund II
- Deal Team: Stephen Gurgovits, Jr., Jack Surma, and Zac Forsyth
- Investment Date: 08/31/2021
- Status: Active
- HQ Location: Pennsylvania
- Industry: Business Services
- Fund: Junior Capital Fund II
- Deal Team: Matthew Harnett, Husnain Safdar, and Zac Forsyth
- Investment Date: 06/30/2021
- Status: Exited
- HQ Location: Maryland
- Industry: Business Services
- Fund: Junior Capital Fund II
- Deal Team: Tyson Smith and Jack Surma
- Investment Date: 07/24/2020
- Status: Active
- HQ Location: Virginia
- Industry: Business Services
- Fund: Junior Capital Fund II
- Deal Team: Stephen J. Gurgovits, Jr., Ian Frazier, and Zac Forsyth
- Investment Date: 09/06/2018
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Business Services
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett and Jack Surma
- Investment Date: 12/18/2017
- Status: Active
- HQ Location: Iowa
- Industry: Business Services
- Fund: Junior Capital Fund II
- Deal Team: Tyson Smith and Husnain Safdar
- Investment Date: 08/16/2017
- Status: Exited
- HQ Location: Wisconsin
- Industry: Business Services
- Fund: Junior Capital Fund I
- Deal Team: Tyson Smith and Jack Surma
- Investment Date: 08/24/2015
- Status: Exited
- HQ Location: Ohio
- Industry: Business Services
- Fund: Junior Capital Fund I
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 02/28/2014
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Business Services
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 12/31/2012
- Status: Exited
- HQ Location: Massachusetts
- Industry: Business Services
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 12/01/2010
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Business Services
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 05/01/2011
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Business Services
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 06/01/2010
- Status: Exited
- HQ Location: New York
- Industry: Business Services
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 04/01/2010
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Business Services
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 11/01/2007
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Business Services
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 06/01/2006
CDE Services, Inc.
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CDE provides end-to-end payment services specializing in technology enabled electronic benefits distribution ("EBT") as well as credit/debit ("CRDB") transaction processing for convenience and grocery store customers. Additionally, CDE provides POS device encryption, deployment, and activation services.
Perimeter Insect Guard
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Perimeter is the largest provider of insecticide treatment services for uniforms and garments, primarily used by the various branches of the U.S. Military
Terra Staffing Group
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Terra Staffing Group, and recently acquired ASG Staffing, Inc, are regional staffing service providers for low-wage, high turnover jobs in the industrial and administrarive space. The Companies operate as outsourced HR departments, providing clients with on-site management of staffed labor including onboarding, administration, disciplinary actions, training, safety, and regulation.
Custom Computer Specialists
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Founded in 1979, Custom is a leading provider of technology support solutions to school districts, healthcare facilities, local government agencies, and professional services firms throughout the Northeastern U.S.
JD Palantine LLC
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Founded in 2009, JDP is a technology-enabled provider of background check, employment screening and adjacent services to a diverse customer base spanning a variety of industries, including but not limited to healthcare, youth sports, education, and finance.
BP Business Solutions
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Established in 1998 and based in Chalfont, PA, BP’s core business is to provide asset light managed waste and recycling services to multi-location customers. BP also provides outsourced janitorial, landscaping, fire protection and equipment re-rentals, among other services.
Cartridge Technologies
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Cartridge Technologies, Inc. is a Managed Print Services (“MPS”) providing leased machines (printers, copiers, scanners, etc.) to the federal government and offers maintenance services through 5 year fixed contracts.
Converged Security Solutions, LLC
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Converged Security Solutions ("CSS") offers a comprehensive converged security managed services solution spanning cyber and physical security to allow the C-suite to better quantify, reduce, and manage security risk on an ongoing basis. CSS provides an end-to-end solution, where customers can benefit from assessment, remediation, and monitoring of the security of their IT and critical infrastructure as a total solution as needed.
TierI, Inc.
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Tier1 is a leading technology services firm focused on the delivery of Enterprise Resource Planning (“ERP”) Consulting, Cloud Hosting, and Managed Services to mid-sized businesses. The Company offers a comprehensive suite of services related to Oracle’s financial applications, E-Business Suite (“EBS”) and Hyperion, as well as other ancillary software platforms.
Mail Communications Group
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Mail Communications Group ("MCG") is a market-leading provider of outsourced communication services to a diverse and recurring base of over 3,700 customers. The Company’s integrated suite of omni-channel communications, mail presort services, and lettershop is a critical component of the communications between MCG’s customers and their consumers. MCG is the established, dominant provider of mail presort services in three of four served markets in the Midwest.
Winter Services LLC
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Winter Services, LLC (“Winter Services”) is a provider of snow and ice management services (snow clearing, deicing, salt brokerage) to commercial customers in the Midwest and Great Lakes regions of the United States.
The Shamrock Companies, Inc.
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The Shamrock Companies, Inc. ("Shamrock") is a leading provider of integrated marketing, communications and project management solutions with headquarters in Westlake, Ohio, Shamrock, assembles the right mix of people, services and technology to help customers build and protect their brands, drive revenue, and create efficiency.
Environmental Service Laboratories, Inc.
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Environmental Service Laboratories (“ESL”), provides its clientele with a comprehensive range of analytical testing, consulting, and field sampling services. ESL’s customers include natural gas drilling companies, industrial facilities, municipalities, engineering firms, local/state/federal government, and the general public. The Company also provides professional land surveying, engineering, and Geographic Information Systems (“GIS”) services in Pennsylvania’s residential and commercial markets.
Cadence Capital Management
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Cadence Capital Management is a Boston based investment management firm specializing in actively managed domestic equities. The Company was founded in 1988 with $20 million of seed capital from Pacific Mutual Life Insurance Company. In 2005, the Company’s employees acquired their firm with a capital infusion from Rosemont Capital. Cadence Capital Management is now an independent, majority employee-owned investment management firm. Cadence has a tenured and experienced management team with a proven track record, as well as a customer services program that has helped the company grow to over $5 billion in assets under management.
Paragon Asset Recovery Services, Inc.
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Paragon Asset Recovery Services, Inc., based in Coraopolis, PA, is a specialty services firm with a focus on identification, billing and recovery of third party deductibles and subrogation on behalf of large property and casualty commercial insurance companies. Since 1994, the Company has been dedicated to partnering with its clients to improve their financial performance.
Remote DBA Experts
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Remote DBA Experts, based in Pittsburgh, Pennsylvania, is a leading provider of high-quality, customized remote database administration services to client organizations throughout the United States. The Company’s database management services include database design and creation, configuration, security and connection management, proactive monitoring utilizing proprietary technology tools and backup recovery planning, testing and tuning. The Company also provides database problem determination and correction, space management security administration/maintenance, schema object creation/management and consultation support. Remote DBA Experts rebranded as Navisite after Tecum's exit.
Ashton Potter
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Ashton Potter Security Printing is a Buffalo, New York based company focused on the high security printing market. The Company, which has best in class printing capabilities, has become one of the top suppliers to the United States Postal Service, producing over 10 billion postage stamps annually. Additional products include stamped envelopes and cards for the USPS, as well as tax revenue stamps for domestic and international governments. The Company has also moved into the brand identity protection market to help protect clients from counterfeit products.
RealPoint
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Realpoint, LLC offers ratings and original research on the Commercial Mortgage Backed Securities (CMBS) market. Through its experienced team of CMBS analysts, Realpoint provides in-depth analytical bond reports, deal summary reports, watchlists, original research reports and the ability to drill-down and stratify a portfolio in any way a client desires. Morningstar, Inc. acquired Realpoint in 2010.
AlturnaMats, Inc.
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AlturnaMATS is the worlds largest manufacturer of Ground Protection Mats. Protect your turf & save thousands in ground restoration costs. AlturnaMATS, Inc. was founded in 1995 in Titusville, PA, by a heavy equipment mechanic seeking a better way to prevent ground damage from equipment during excavation and construction work. He developed plastic protection mats that proved to be more durable than the plywood alternative. In addition to protecting landscaping, the mats have a patented tread to provide traction for transport equipment. Checkers Industrial Products, LLC partnered with AlturnaMATS in 2015.
Value-Added Distribution
- Status: Active
- HQ Location: Florida
- Industry: Value-Added Distribution
- Fund: Private Credit Fund III
- Deal Team: Tyson Smith, Jack Surma, and Carter Henderson
- Investment Date: 07/21/2023
- Status: Active
- HQ Location: North Carolina
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund III
- Deal Team: Tyson Smith, Husnain Safdar, and Dominic Noel
- Investment Date: 08/16/2022
- Status: Active
- HQ Location: Pennsylvania
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund III
- Deal Team: Stephen J. Gurgovits, Jr., David Bonvenuto, Paul Oris, and Carter Henderson
- Investment Date: 12/30/2021
- Status: Active
- HQ Location: New York
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund II
- Deal Team: Tyson Smith, Husnain Safdar, and Dominic Noel
- Investment Date: 03/11/2021
- Status: Exited
- HQ Location: Minnesota
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund II
- Deal Team: Tyson Smith, Jack Surma, and Paul Oris
- Investment Date: 11/05/2020
- Status: Active
- HQ Location: Ohio
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Paul Oris, and Carter Henderson
- Investment Date: 03/06/2020
- Status: Active
- HQ Location: New Jersey
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund II
- Deal Team: Stephen J. Gurgovits, Jr., Ian Frazier, and Zac Forsyth
- Investment Date: 06/14/2019
- Status: Active
- HQ Location: Indiana
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Husnain Safdar, and Dominic Noel
- Investment Date: 03/18/2018
- Status: Exited
- HQ Location: Tennessee
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund II
- Deal Team: Stephen J. Gurgovits, Jr., Jack Surma, and Paul Oris
- Investment Date: 08/28/2017
- Status: Exited
- HQ Location: Ohio
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund I
- Deal Team: Matt Harnett and Paul Oris
- Investment Date: 03/31/2016
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund I
- Deal Team: Matt Harnett and Ian Frazier
- Investment Date: 11/02/2015
- Status: Exited
- HQ Location: Illinois
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund I
- Deal Team: Matt Harnett and Husnain Safdar
- Investment Date: 03/02/2015
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund I
- Deal Team: Tyson Smith and Jack Surma
- Investment Date: 10/28/2014
- Status: Exited
- HQ Location: South
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund I
- Deal Team: Tyson Smith, Husnain Safdar, and Dominic Noel
- Investment Date: 03/03/2014
- Status: Exited
- HQ Location: Tennessee
- Industry: Value-Added Distribution
- Fund: Junior Capital Fund I
- Deal Team: Stephen J. Gurgovits, Jr., Jack Surma, and Paul Oris
- Investment Date: 11/09/2013
- Status: Exited
- HQ Location: Ohio
- Industry: Value-Added Distribution
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 10/15/2011
- Status: Exited
- HQ Location: North Carolina
- Industry: Value-Added Distribution
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 07/01/2011
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Value-Added Distribution
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 01/01/2008
FiberGlass Coatings, Inc.
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FiberGlass Coatings manufactures and distributes epoxy, resin, and fiberglass products to a wide range of industries and applications, including marine, manufacturing & industrial, recreation, and DIY home projects and crafts.
Kitchen Cabinet Distributors
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Kitchen Cabinet Distributors ("KCD") manufactures and distributes low-cost, high quality, ready-to-assemble (“RTA”) cabinets throughout the Southern United States.
Automotive Systems Warehouse
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Founded in 1978 and headquartered in Pittsburgh, PA, ASW is a wholesale warehouse distributor of to the collision repair value chain. The Company, through its five strategically located warehouses, consolidates 300+ core vendors to offer tens of thousands of unique products, including key automotive product categories such as paint & coatings, abrasives, tools & equipment, tape, painting cups & filters, and primer.
Spirit Pharmaceuticals
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Spirit Pharmaceuticals is a packager and distributor of private label over-the-counter pharmaceutical products.
Supply Chain Services
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Founded in 2002 and headquartered in Oakdale, MN, Supply Chain Services is a provider of automated data collection solutions. SCS offers technology and customized products, including mobile computers, robotics, and RFID, to automate supply chains of high-growth industries.
Midwest Equipment Sales
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Midwest Equipment Sales ("MWE") is a diversified distributor of branded and private label consumer and industrial products selling through third-party eCommerce, direct eCommerce, and wholesale channels. The Company operates two primary divisions, organized by product offering, Tracks & Tires (aftermarket replacement tracks, tires, wheels, and components) and Outdoor Power Equipment (portable generators, pressure washers, etc.).
Primetac
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Primetac is a leading distributor of industrial packaging materials including acrylic tapes, hot-melt adhesives, converted stretch films, strapping tapes and other related products. The Company serves its customers through its headquarter location in New Jersey as well as four distribution centers located in Florida, Texas, California and Washington.
Connecticut Electric, Inc.
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Connecticut Electric is the exclusive U.S. provider of aftermarket residential and commercial circuit breakers and accessories for legacy brand electric service panels. The Company effectively serves its customers through several key channels, including e-commerce, brick-and-mortar retail, and electrical distributors.
Stock'd Supply (Fund II Investment)
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Stock'd Supply, formerly Bolts & Nuts Corp. is as an ISO certified, value-added distributor of high quality commercial and construction fasteners. The Company’s primary location is in Chattanooga, TN, with additional locations in Macon, GA, Chicago, IL, Lincoln, NE, Mocksville, NC, Louisville, KY, and Hayward, CA. Stock'd Supply serves 500 active customers in three primary end markets: original equipment manufacturing/OEM, construction, and plant maintenance. Stock'd Supply offers over 30,000 SKUs of fasteners and MRO supplies.
Hoodmart
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HoodMart specializes in the design, manufacture and sale of ventilation systems (exhaust hoods) for the large and growing commercial cooking industry. The company manufactures both traditional mounted systems, which tie into the existing HVAC network as well as portable, ventless hoods, which feature replaceable charcoal filters. The company's hoods are manufactured as a complete system and include exhaust fans and fire suppression systems. Through its www.hoodmart.com website, the company was the pioneer of the direct-to-end-user business model for commercial cooking exhaust hoods. By going direct to the end-user, HoodMart is able to avoid heavy dealer markups and thus pass the savings on to its customers. HoodMart's primary customers include individual restaurateurs, small restaurant groups, HVAC installers and smaller commercial kitchens such as those found in convenient stores and office cafeterias.
Burrell Reagents
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Burrell Reagents is a leading manufacturer and distributor of a wide range of specialty chemicals, supplies, and equipment used in analytical testing labs and production operations throughout North America. With an offering that includes over 50,000 SKUs, Burrell Reagents serves over 1,500 customers and is dedicated to delivering outstanding customer service and technical support while adhering to stringent quality standards.
Convenience Valet
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Convenience Valet ("CV") is the originator and leading value-added distributor of blister pack (windowed) branded convenience / travel size health and beauty care products, over-the-counter drugs, personal care products and sundries sold in small-portion packages. CV acquires branded products from the manufacturer and then repackages the products in convenient size (single / double dose) and trial / travel size packages for over 100,000 retail locations, which include grocery stores, convenience stores, drug stores, gas stations, mass merchants, warehouse clubs, travel centers, airports, hotels and cruise lines. The company distributes over 500 branded products and has established an expansive distribution network, through which its partners' products can efficiently reach consumers on a nationwide basis.
Powertrack International
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Powertrack is a value-added distributor of industrial & hydraulic hose and fittings products. With 1,000+ Unique SKUs across 8+ product types, Powertrack is able to provide mission-critical components to customers in the industrial, construction, oil & gas, original equipment manufacturers, and other end-markets.
Kitchen Cabinet Distributors
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Kitchen Cabinet Distributors ("KCD") manufactures and distributes low-cost, high quality, ready-to-assemble (“RTA”) cabinets throughout the Southern United States.
Stock'd Supply (Fund I Investment)
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Stock'd Supply, formerly Bolts & Nuts Corp. is as an ISO certified, value-added distributor of high quality commercial and construction fasteners. The Company’s primary location is in Chattanooga, TN, with additional locations in Macon, GA, Chicago, IL, Lincoln, NE, Mocksville, NC, Louisville, KY, and Hayward, CA. Stock'd Supply serves 500 active customers in three primary end markets: original equipment manufacturing/OEM, construction, and plant maintenance. Stock'd Supply offers over 30,000 SKUs of fasteners and MRO supplies.
Glunt Industries
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Glunt Industries is a world-renowned remanufacturer and service provider of equipment to U.S. steel and aluminum mills. From its two manufacturing locations, the Company reconditions, rebuilds, upgrades and extends the service life of virtually all of the equipment that is used in the production of steel and aluminum, with industry-leading expertise restoring mandrels, mandrel bars, chocks and rolls.
Tri-Tech Forensics Inc.
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Tri-Tech Forensics Inc. is a leading designer, manufacturer, and distributor of over 4,000 law enforcement products. It is also one of the largest manufacturers of forensic evidence collection kits, DNA collection kits used in crime laboratories and other customized crime scene investigation kits.
Marwas Steel Company (“MLP Steel”)
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Marwas Steel Company (“MLP Steel”) is one of the area’s leading manufacturers and fabricators of specialty steel wire and rod products for use in a variety of end markets such as industrial construction, roads and infrastructure, mining, transportation, automotive, aviation and consumer products. Marwas operates two distinct divisions: Fayette Steel Company, which manufactures various types of cold drawn rod (i.e. “heavy wire”) in round, hexagon, square, and flat configurations from wire stock, and Laurel Steel Products Company, which manufactures various types of standard and specialty grating, such as heavy duty steel bar grating used in a variety of industrial applications, walkway grating and roadway inlet frames and grates.
Consumer-Oriented
- Status: Active
- HQ Location: Wisconsin
- Industry: Consumer-Oriented
- Fund: Junior Capital Fund III
- Deal Team: Tyson Smith, Paul Oris, and Carter Henderson
- Investment Date: 02/03/2023
- Status: Active
- HQ Location: California
- Industry: Consumer-Oriented
- Fund: Junior Capital Fund III
- Deal Team: Tyson Smith, Husnain Safdar, and Carter Henderson
- Investment Date: 02/25/2022
- Status: Active
- HQ Location: South
- Industry: Consumer-Oriented
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Paul Oris, and Carter Henderson
- Investment Date: 08/29/2019
- Status: Exited
- HQ Location: Texas
- Industry: Consumer-Oriented
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett and Ian Frazier
- Investment Date: 05/18/2018
- Status: Active
- HQ Location: South Carolina
- Industry: Consumer-Oriented
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Ian Frazier, and Dominic Noel
- Investment Date: 05/10/2017
- Status: Exited
- HQ Location: Ohio
- Industry: Consumer-Oriented
- Fund: Junior Capital Fund I
- Deal Team: Matt Harnett and Paul Oris
- Investment Date: 03/17/2016
- Status: Exited
- HQ Location: Ohio
- Industry: Consumer-Oriented
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 10/01/2009
- Status: Exited
- HQ Location: New York
- Industry: Consumer-Oriented
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 06/01/2008
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Consumer-Oriented
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 07/01/2007
Good Feet Midwest
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Good Feet Midwest is the 2nd largest franchisee of Good Feet stores, the leading brand in custom orthotics to alleviate foot, knee, hip, ankle, and back pain by offering customers a unique system that supports a customer’s entire body by adjusting the arch, addressing the root cause issues and yielding hard-to-find relief from chronic health issues.
TopDown
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Designer, manufacturer, and supplier of branded automotive aftermarket products under the GAHH, Robbins, EZ On, CalTrend, and Sierra brand names.
The Helpful Hardware Company - Ace
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The Helpful Hardware Company is a chain of Ace Hardware locations throughout the Southeastern U.S.
Bandon Holdings
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Bandon Holdings is the largest network of gyms in the Anytime Fitness franchisee system. Ranked #1 on Entrepreneur’s prestigious Top Global Franchise list, Anytime Fitness is the fastest-growing gym franchise in the world, with more than 4,000 gyms serving nearly 3,300,000 members. Open 24 hours a day, 365 days a year, Anytime Fitness prides itself on providing its members with convenient fitness options and friendly, personal service in well-maintained facilities which feature top-quality exercise equipment.
The Marwin Company, Inc.
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Marwin is a leading manufacturer and distributor of attic stairways, pocket door frames (“PDFs”) and other specialty building products. The Company also owns and operates the following brands: American Stairways and SS Industries.
Ohio Travel Bag
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Ohio Travel Bag Mfg., Co. (“OTB”), based in Solon, OH, is a niche distributor of specialty hardware and components used in the manufacture and repair of luggage, handbags, trunks/cases, leather goods, and related products. OTB offers over 8,000 SKUs which include items such as handles, wheels, bumpers, locks, latches, hinges, corners, zippers, and similar products.
B.J. Alan Company Inc.
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B.J. Alan Company, Inc. operating under the well-known Phantom Fireworks brand name, expanded to become the second largest importer and wholesaler of consumer fireworks in the nation. Additionally, Phantom is the largest operator of permanent retail fireworks showrooms in the United States with 52 locations serving over 350,000 customers a year. During the peak selling season, Phantom sells products through more than 1,000 temporary locations.
Innovative Concepts in Entertainment ("ICE")
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Innovative Concepts in Entertainment ("ICE") is the leading manufacturer of coin-operated amusement games in North America. Founded in 1982, ICE is best known for its SuperChexx "bubble hockey" game, and has experienced significant success with highly popular ticket redemption games. The Company's games and amusements can be found globally at family entertainment centers.
Thorley Industries, LLC
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Thorley Industries, LLC, doing business as "4moms", makes technology-enabled baby gear.
Industrial Services
- Status: Active
- HQ Location: New Jersey
- Industry: Industrial Services
- Fund: Private Credit Fund III
- Deal Team: Matt Harnett, Husnain Safdar, Carter Henderson , and Justin Uhlenbrock
- Investment Date: 11/08/2023
- Status: Active
- HQ Location: Mississippi
- Industry: Business Services
- Fund: Private Credit Fund III
- Deal Team: Tyson Smith, Husnain Safdar, and Zachary Forsyth
- Investment Date: 08/08/2023
- Status: Active
- HQ Location: Pennsylvania
- Industry: Industrial Services
- Fund: Private Credit Fund III
- Deal Team: Matthew Harnett, Paul Oris, and Dominic Noel
- Investment Date: 06/29/2023
- Status: Active
- HQ Location: Indiana
- Industry: Industrial & Environmental Services
- Fund: Junior Capital Fund III
- Deal Team: Matthew Harnett, Husnain Safdar, and Zac Forsyth
- Investment Date: 05/31/2022
- Status: Active
- HQ Location: Georgia
- Industry: Industrial & Environmental Services
- Fund: Junior Capital Fund III
- Deal Team: Matthew Harnett, Husnain Safdar, and Zac Forsyth
- Investment Date: 05/18/2022
- Status: Active
- HQ Location: Pennsylvania
- Industry: Industrial & Environmental Services
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Husnain Safdar, and Carter Henderson
- Investment Date: 04/14/2020
- Status: Exited
- HQ Location: South
- Industry: Industrial & Environmental Services
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Paul Oris, and Carter Henderson
- Investment Date: 06/28/2019
- Status: Exited
- HQ Location: Illinois
- Industry: Industrial & Environmental Services
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Jack Surma, and Paul Oris
- Investment Date: 07/31/2017
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Industrial & Environmental Services
- Fund: Junior Capital Fund I
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 03/06/2014
Hainesport Transportation Group
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HTG is a vertically integrated Construction & Demolition (C&D) waste company operating through the following divisions: (i) Champion Disposal, which provides roll off services; (ii) HIRR, a rail-served transfer station; (iii) Creekside, a C&D landfill in Toledo, OH, and (iv) R&B Debris, an asset-light waste logistics operation.
Perimeter Insect Guard
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Perimeter is the largest provider of insecticide treatment services for uniforms and garments, primarily used by the various branches of the U.S. Military
The Lewis Group
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The Lewis Group is a provider of environmental and industrial services to private, municipal, state, and federal clients in the Mid-Atlantic and Southeast U.S.
Blackwood Solutions
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Blackwood is a leading utility services provider offering specialty transportation, logistics management, recycling, and disposal services to its customers. Its customers include electric utilities, manufacturers and major storm-response contractors. Specific services Blackwood performs include: Wood pole, pallet and reel recycling, new pole hauling, utility right-of-way clearing, rail terminal transloading, and inventory management services.
Arrow Waste
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Provider of waste collection and hauling services in the greater-Atlanta market with a focus on roll-off container services.
Conco Services
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Conco Services is a leading provider of low-pressure, mechanical heat exchanger tube cleaning and non-destructive testing services to power generation and industrial companies. Conco’s proprietary product applications result in significant cost savings for its customers through immediate improvements in plant heat transfer rate, megawatt output, fuel consumption, and CO2 emissions. From power generation to polymers, alumina to refineries, Conco technicians have restored efficiency and reliability to over 200 million condenser and heat exchanger tubes worldwide with our safe, fast and environmentally friendly cleaning and testing technology.
National Power
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National Power is a service and OEM equipment provider of critical, backup power solutions with a focus on DC power and industrial generators. The Company provides the design, engineering, and installation of all related electrical wiring and components with a specialty in DC electrical installation used in critical broadband telecommunications environments.
Fluence Automation
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Fluence Automation provides equipment, software and maintenance services specifically for mail sorting, mail inserting, and general commercial printing/communication needs.
DeAngelo Brothers, Inc.
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The DeAngelo Brothers, Inc. (“DBI”) is a leading North American provider of transportation infrastructure services. DBI divides its business into the Asset Management, Vegetation/Cleaning Management (known as “General Services”), Road Management (Asset Management, General Services, and Road Management are collectively referred to herein as the “North American” business units), and Advanced Mobile Asset Collection (“AMAC”) divisions. The North American and AMAC business units primarily serve government departments of transportation, railroad, industrial, oil and gas, homeowner associations and golf course clients.
Precision Manufacturing
- Status: Active
- HQ Location: Midwest
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund III
- Deal Team: Matthew Harnett, Jack Surma, and Carter Henderson
- Investment Date: 06/02/2023
- Status: Active
- HQ Location: Colorado
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund III
- Deal Team: Stephen Gurgovits, Jr., Tyson Smith, Jack Surma, and Zac Forsyth
- Investment Date: 09/22/2023
- Status: Active
- HQ Location: Ohio
- Industry: Precision Manufacturing
- Fund: Private Credit Fund III
- Deal Team: Matthew Harnett, Husnain Safdar, and Dominic Noel
- Investment Date: 07/03/2023
- Status: Active
- HQ Location: Pennsylvania
- Industry: Precision Manufacturing
- Fund: Private Credit Fund III
- Deal Team: Tyson Smith, Jack Surma, and Carter Henderson
- Investment Date: 07/11/2023
- Status: Active
- HQ Location: New York
- Industry: Business Services
- Fund: Junior Capital Fund III
- Deal Team: Tyson Smith, Jack Surma, and Dominic Noel
- Investment Date: 09/13/2022
- Status: Active
- HQ Location: Pennsylvania
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund III
- Deal Team: Matt Harnett, Dave Bonvenuto, Paul Oris, and Carter Henderson
- Investment Date: 08/26/2022
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund II
- Deal Team: Stephen J. Gurgovits, Jr. and Ian Frazier
- Investment Date: 08/11/2020
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund II
- Deal Team: Stephen Grugovits, Jr., David Bonvenuto, and Zac Forsyth
- Investment Date: 07/28/2020
- Status: Active
- HQ Location: Ohio
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Jack Surma, and Carter Henderson
- Investment Date: 08/31/2018
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund I
- Deal Team: Tyson Smith, Husnain Safdar, and Ian Frazier
- Investment Date: 03/31/2016
- Status: Exited
- HQ Location: Ohio
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund I
- Deal Team: Tyson Smith and Husnain Safdar
- Investment Date: 11/20/2015
- Status: Exited
- HQ Location: Ohio
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund I
- Deal Team: Matt Harnett and Sean Edmonson
- Investment Date: 09/02/2015
- Status: Exited
- HQ Location: Indiana
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund I
- Deal Team: Stephen J. Gurgovits, Jr. and Husnain Safdar
- Investment Date: 09/08/2014
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Precision Manufacturing
- Fund: Junior Capital Fund I
- Deal Team: Tyson Smith and Ian Frazier
- Investment Date: 08/25/2014
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Precision Manufacturing
- Fund: Legacy Fund
- Deal Team: Stephen J. Gurgovits, Jr., Matt Harnett, and Tyson Smith
- Investment Date: 08/01/2006
CM Industries
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CM Industries is a manufacturer of branded welding equipment and consumable welding supplies
SMX Industrial Solutions
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SMX Industrial Solutions is the holding company of two iconic metal fabrication equipment brands. Scotchman Industries, based in Philip, SD, is a market leading manufacturer of hydraulic ironworkers, cold saws and hydraulic presses. The company has a legacy of more than five decades and is renowned for its commitment to quality, innovation, and customer satisfaction. Steelmax Tools, with operations in Colorado and Pittsburgh, Pennsylvania, is a key supplier of fabrication and welding mechanization solutions, including magnetic drilling machines, plate and pipe bevellers and trackless and track-mounted welding carriages.
Accelevation
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Accelevation is a vertically integrated group of manufacturing companies serving the data center, electric vehicle, and robotics end markets.
Gautier Steel
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Gautier Steel is a niche manufacturer of hot rolled steel bar and specialty steel plate.
TiniFiber
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Founded in 2010, TiniFiber is a specialty manufacturer of patented fiber optic cables and assemblies, providing customers improved durability, flexibility, and cost savings during installation
Keystone Foam
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Founded in 1983, Keystone Foam is a fabricator of various foam products and applications that serve the medical, packaging, furniture, bedding, and other industries. Keystone specializes in customized foam solutions using conventional polyurethane, polyethylene, viscoelastic foams, latex, and other components.
VfD Technologies
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VfD is a technology intensive manufacturer enabling the world's leading companies to bring their products and services to market. The Company focuses on precision machining applications across medical, automation, transit, and aerospace end markets.
F&S Tool
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F&S tool is a leading manufacturer of close tolerance mold tooling for the plastic injection molding industry. The Company specializes in high-complexity, high-cavitation applications for consumer and medical packaging applications.
BICO Steel
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BICO Steel is a highly-specialized processor of heavy carbon steel plate and forged specialty alloy steel used primarily in the production of quality-critical, high-performance products used in the molding, process equipment, stamping, and capital equipment industries. BICO’s customers serve a diverse group of end markets including aerospace, automotive, canning, paper conversion, consumer goods, building products, and oil and gas, amongst others.
Allegheny Performance Plastics, LLC
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Allegheny Performance Plastics (“APP”) is a manufacturer and distributor of plastic products, focusing on the injection molding of highly engineered components with high performance polymers and demanding specifications.
Red Head Brass
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Red Head Brass is the largest manufacturer of couplings and fittings for the firefighting market in the United States. The Company’s products are used in critical, life-saving applications such as firefighting hoses, firefighting trucks, and fire hydrants. Red Head Brass products are also utilized in several industrial and oil and gas applications including water transportation to and from hydraulic fracturing wells and “big water” applications such as nuclear power plant and refinery fire suppression and emergency water distribution. Red Head Brass's end markets also include the industrial, agricultural, and oil & gas industries, with all products proudly Made In USA.
Heat Seal
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Heat Seal is the market leading manufacturer of short-run overwrapping equipment (i.e. machines that wrap and seal fresh food items (e.g. meats, fish, produce, etc.) in plastic film sold in the supermarkets and other food outlets). Heat Seal also manufactures certain other niche wrapping equipment used in a variety of industrial applications.
Auburn Gear
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Auburn Gear is a leading designer and manufacturer of custom engineered hydraulic and electric planetary wheel drives, axle drives, and specialty drives for a broad range of mobile-equipment OEM customers. The Company’s custom engineered, high-performance products are designed to transfer power and torque to wheels, axles, booms, augers and winches.
Thermal Product Solutions
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Thermal Product Solutions ("TPS") designs and manufactures standard and custom environmental test chambers, industrial ovens and industrial furnaces for blue chip customers in various end markets. The Company’s equipment is built for applications such as component testing, quality assurance, curing and sterilization.
Viking Plastics, Inc.
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Viking Plastics is a manufacturer, through an injection molding process, of charge port caps and other plastic components for the under-the-hood automotive market and industrial and commercial HVAC applications.
Transportation & Logistics
- Status: Exited
- HQ Location: Virginia
- Industry: Transportation & Logistics
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Husnain Safdar, and Paul Oris
- Investment Date: 07/29/2020
- Status: Active
- HQ Location: Tennessee
- Industry: Transportation & Logistics
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Paulk Oris, and Dominic Noel
- Investment Date: 10/16/2017
- Status: Exited
- HQ Location: Ohio
- Industry: Transportation & Logistics
- Fund: Junior Capital Fund I
- Deal Team: Matt Harnett and Husnain Safdar
- Investment Date: 06/08/2015
- Status: Exited
- HQ Location: Virginia
- Industry: Transportation & Logistics
- Fund: Junior Capital Fund I
- Deal Team: Matt Harnett, Husnain Safdar, and Paul Oris
- Investment Date: 09/22/2014
Cox Transportation Services (Fund II Investment)
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Established in 1982 and based in Ashland, VA, Cox Transportation provides freight hauling and brokerage services to customers in a diversified group of industries across the U.S. The Company specializes in transporting time-sensitive full truckload freight on a local, regional and national basis. Cox also operates a brokerage division that serves carriers and freight customers with logistics optimization services.
BPX Logistics, LLC
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BPX Logistics ("BPX") is a leading regional provider of intermodal drayage logistics services. These services include brokerage, truckload, and LTL. BPX has terminals strategically positioned various ports and railheads to effectively serve the needs of its clients across the South, Midwest, and Northeast regions.
Ullman Oil Company
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Ullman Oil, Inc. (“Ullman” or the “Company”) are full service suppliers and distributors of gasoline, diesel fuel, bio-diesel, home heating oil and lubricants to commercial, industrial, and residential customers throughout Northeast and East Ohio.
Cox Transportation Services (Fund I Investment)
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Established in 1982 and based in Ashland, VA, Cox Transportation provides freight hauling and brokerage services to customers in a diversified group of industries across the U.S. The Company specializes in transporting time-sensitive full truckload freight on a local, regional and national basis. Cox also operates a brokerage division that serves carriers and freight customers with logistics optimization services.
Food & Beverage
- Status: Active
- HQ Location: Texas
- Industry: Food & Beverage
- Fund: Junior Capital Fund III
- Deal Team: Tyson Smith, Paul Oris, Carter Henderson, and Justin Uhlenbrock
- Investment Date: 02/27/2024
- Status: Active
- HQ Location: Pennsylvania
- Industry: Food & Beverage
- Fund: Junior Capital Fund II
- Deal Team: Matthew Harnett, Ian Frasier, and Carter Henderson
- Investment Date: 06/08/2021
- Status: Active
- HQ Location: Wisconsin
- Industry: Food & Beverage
- Fund: Junior Capital Fund II
- Deal Team: Matt Harnett, Husnain Safdar, and Dominic Noel
- Investment Date: 02/28/2019
- Status: Exited
- HQ Location: Pennsylvania
- Industry: Food & Beverage
- Fund: Junior Capital Fund I
- Deal Team: Stephen J. Gurgovits, Jr., Sean Edmonson, and Ian Frazier
- Investment Date: 01/27/2014
Shake Smart
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Founded in 2011, Shake Smart is an operator and licensor of healthy, convenience restaurants offering a nutritious, protein-packed menu including protein smoothies and shakes, acai bowls, and sandwiches / wraps. The majority of Shake Smart locations are on college campuses and plan to continue expansion within and outside of higher education to capitalize on growing consumer demand for convenient, healthy food options.
DelGrosso Foods
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Founded in 1947, DelGrosso Foods is the oldest family-owned manufacturer of pasta sauces in the United States. The Company specializes in the formulation and manufacture of branded, private label, and co-manufactured tomato-based sauces and salsas. The company excels in developing custom recipes and manufacturing high-quality products at high volumes for the largest domestic grocers and consumer packaged goods companies.
Gilman Cheese
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Gilman Cheese manufactures premium shelf-stable processed cheeses. The Company provides a combination of product development expertise, quality production, and diverse packaging and smoking capabilities.
Uncle Charley's Sausage
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Uncle Charley’s Sausage Company manufacturer's branded pork based products for grocery channel distribution throughout Pennsylvania and Ohio.
Burrell | Reagents
Burrell Scientific, LLC manufactures and distributes laboratory equipment and supplies. Reagents, LLC is located in Charlotte, NC and has been blending, packaging, and distributing custom laboratory solutions for over 40 years.
Uncle Charley's
Uncle Charley’s Sausage Company (“UCSC”) is a Western Pennsylvania based pork sausage producer with a strong market share in the Greater Pittsburgh Region.
Hometown Hospice
Hometown is a provider of hospice and home-care services to skilled nursing facilities, assisted living facilities, and residents in the greater Milwaukee area.