Portfolio

 

Private Credit

Family Office Platform

Transportation & Logistics


  • Cox Transportation Services (Fund II Investment)

    Visit Website | View Press Release

    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.

    • Status: Active
    • HQ Location: South
    • Industry: Transportation & Logistics
    • Fund: Private Credit Fund II
    • Deal Team: Matt Harnett, Husnain Safdar, and Paul Oris, CPA
    • Investment Date: 07/29/2020
  • BP Express, Inc.

    Visit Website | View Press Release

    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.

    • Status: Active
    • HQ Location: South
    • Industry: Transportation & Logistics
    • Fund: Private Credit Fund II
    • Deal Team: Matt Harnett, Sean Edmonson, and Matt Sweet
    • Investment Date: 10/16/2017
  • Ullman Oil Company

    Visit Website | View Press Release

    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.

    • Status: Active
    • HQ Location: Midwest
    • Industry: Transportation & Logistics
    • Fund: Private Credit Fund I
    • Deal Team: Matt Harnett, Husnain Safdar, and Dan Drew
    • Investment Date: 06/08/2015
  • Cox Transportation Services (Fund I Investment)

    Visit Website | View Press Release

    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.

    • Status: Exited
    • HQ Location: South
    • Industry: Transportation & Logistics
    • Fund: Private Credit Fund I
    • Deal Team: Matt Harnett, Husnain Safdar, and Paul Oris, CPA
    • Investment Date: 09/22/2014

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.​