Portfolio

Proven success across multiple industries and business models.

Our portfolio includes established companies across healthcare, technology, consumer products, manufacturing, and business services sectors. Each investment reflects our disciplined criteria and represents significant opportunity for sustainable growth and value creation.

15+
Portfolio Companies
7
Industry Sectors
22%
Avg. Annual Growth

Investment Case Studies

Healthcare

Digital Health Services

Leading healthcare management software serving specialty medical practices and ambulatory surgical centers. Cloud-based platform improves operational efficiency and patient outcomes nationally.

Highlights: Customer base expanded 45% • Gross margins improved to 71% • Expanded into adjacent verticals

Manufacturing

Advanced Components Manufacturer

Mid-market manufacturer of specialized components for automotive, aerospace, and industrial equipment sectors with strong customer relationships and a quality reputation.

Highlights: Four strategic acquisitions completed • EBITDA margins expanded 8 points • Production efficiency up 22%

Business Services

Operations Consulting Firm

Mid-market consulting firm specializing in operations optimization and process improvement for industrial and manufacturing clients.

Highlights: Footprint grew from 3 to 8 regions • Client retention above 90% • Average engagement value up 35%

Case studies use representative examples. Specific portfolio company details are disclosed subject to confidentiality agreements.

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