Portfolio

Companies We Believe In.

A selective portfolio of private equity holdings and growth-stage investments across sectors where we have deep conviction and operational expertise.

Portfolio details are provided for informational purposes only. Certain holdings are not disclosed at the request of portfolio companies.

Meridian Analytics

Enterprise data intelligence platform serving Fortune 500 clients across financial services and healthcare verticals.

Sector

Technology & Software

Stage

Growth-Stage

Active

Crestline Health

Regional healthcare services operator with 14 facilities across the Mid-Atlantic, focused on value-based care delivery.

Sector

Healthcare & Life Sciences

Stage

Private Equity

Active

Apex Capital Solutions

Technology-enabled specialty lending platform providing working capital solutions to middle-market businesses.

Sector

Financial Services

Stage

Growth-Stage

Active

Ironclad Manufacturing

Precision components manufacturer serving aerospace and defense OEMs with ISO 9001-certified production facilities.

Sector

Industrial & Manufacturing

Stage

Private Equity

Active

Northgate Logistics

Last-mile logistics technology company optimizing delivery networks for regional carriers and e-commerce operators.

Sector

Industrial & Manufacturing

Stage

Growth-Stage

Exited

Vantage Software Group

Vertical SaaS platform serving the commercial real estate industry with lease management and portfolio analytics tools.

Sector

Technology & Software

Stage

Private Equity

Exited

Have a Company Worth Backing?

We are always looking for exceptional operators building durable businesses. If you believe there is a fit, we want to hear from you.

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Private investments for accredited investors only.