Portfolio

 

Private Credit

Family Office Platform

Food & Beverage


  • 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.

    • 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
  • 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.

    • 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
  • 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.

    • 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
  • 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.

    • 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

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.​