Portfolio

 

Private Credit

Family Office Platform

Consumer-Oriented


  • 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.

    • Status: Active
    • HQ Location: South
    • Industry: Consumer-Oriented
    • Fund: Private Credit Fund II
    • Deal Team: Matt Harnett, Ian Frazier, and Paul Oris, CPA
    • Investment Date: 08/29/2019
  • 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.

    • Status: Active
    • HQ Location: South
    • Industry: Consumer-Oriented
    • Fund: Private Credit Fund II
    • Deal Team: Matt Harnett, Ian Frazier, and Austin Montevecchio
    • Investment Date: 05/18/2018
  • 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.

    • Status: Active
    • HQ Location: South
    • Industry: Consumer-Oriented
    • Fund: Private Credit Fund II
    • Deal Team: Matt Harnett, Ian Frazier, and Matt Sweet
    • Investment Date: 05/10/2017
  • 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.

    • Status: Exited
    • HQ Location: Midwest
    • Industry: Consumer-Oriented
    • Fund: Private Credit Fund I
    • Deal Team: Matt Harnett and Paul Oris, CPA
    • Investment Date: 03/17/2016
  • 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.

    • Status: Exited
    • HQ Location: Midwest
    • Industry: Consumer-Oriented
    • Fund: Legacy Fund
    • Deal Team: Stephen J. Gurgovits, Jr., CPA, CFA, Matt Harnett, and Tyson Smith
    • Investment Date: 10/01/2009
  • 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.

    • Status: Exited
    • HQ Location: Northeast
    • Industry: Consumer-Oriented
    • Fund: Legacy Fund
    • Deal Team: Stephen J. Gurgovits, Jr., CPA, CFA, Matt Harnett, and Tyson Smith
    • Investment Date: 06/01/2008
  • Thorley Industries, LLC

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    Thorley Industries, LLC, doing business as "4moms", makes technology-enabled baby gear.

    • Status: Exited
    • HQ Location: Northeast
    • Industry: Consumer-Oriented
    • Fund: Legacy Fund
    • Deal Team: Stephen J. Gurgovits, Jr., CPA, CFA, Matt Harnett, and Tyson Smith
    • Investment Date: 07/01/2007

Case Studies

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.​