Portfolio

 

Private Credit

Family Office Platform

Industrial 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.

    • Status: Active
    • HQ Location: Northeast
    • Industry: Industrial Services
    • Fund: Private Credit Fund II
    • Deal Team: Matt Harnett, Husnain Safdar, and Paul Oris, CPA
    • Investment Date: 04/14/2020
  • 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.

    • Status: Active
    • HQ Location: South
    • Industry: Industrial Services
    • Fund: Private Credit Fund II
    • Deal Team: Matt Harnett, Sean Edmonson, and Dan Drew
    • Investment Date: 06/28/2019
  • Fluence Automation

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    Fluence Automation provides equipment, software and maintenance services specifically for: (i) mail sorting, (ii) mail inserting, and (iii) general commercial printing/communication needs.

    • Status: Active
    • HQ Location: Midwest
    • Industry: Industrial Services
    • Fund: Private Credit Fund II
    • Deal Team: Matt Harnett, Jack Surma, and Paul Oris, CPA
    • Investment Date: 07/31/2017
  • 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.

    • Status: Exited
    • HQ Location: Northeast
    • Industry: Industrial Services
    • Fund: Private Credit Fund I
    • Deal Team: Stephen J. Gurgovits, Jr., CPA, CFA, Matt Harnett, and Tyson Smith
    • Investment Date: 03/06/2014

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.​