Portfolio
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.
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.