Portfolio
- All INDUSTRIES
- Business Services
- Consumer Products & Services
- Health Care
- Manufacturing & Distribution
- Technology
- All STAGES
- Current
- Realized
Investment Date
October 2024
Industry
Business Services
Fund
VII
Transaction Type
Recapitalization
Location
Connecticut
Status
Current
Investment Date
June 2024
Industry
Business Services
Fund
VII
Transaction Type
Recapitalization
Location
Oregon
Status
Current
Town & Country Fence Co. of Oregon
Installer of perimeter fencing for public works, commercial, and residential projects.
Investment Date
April 2024
Industry
Business Services
Fund
Fund VII
Transaction Type
Recapitalization
Status
Current
Investment Date
April 2024
Industry
Business Services
Fund
Fund VII
Transaction Type
Buyout
Location
Arizona
Status
Current
Investment Date
January 2024
Industry
Business Services
Fund
VII
Transaction Type
Recapitalization
Location
Alabama
Status
Current
Canvas
Provider of engineering, technical and lifecycle management services to US defense agencies.
Investment Date
December 2023
Industry
Consumer Products & Services
Fund
VII
Location
Illinois
Status
Current
Investment Date
November 2023
Industry
Consumer Products & Services
Fund
VII
Location
Texas
Status
Current
Investment Date
September 2023
Industry
Consumer Products & Services
Fund
VII
Location
Florida
Status
Current
Investment Date
July 2023
Industry
Manufacturing & Distribution
Fund
VII
Location
Massachusetts
Status
Current
Alpine Bearing
Distributor of high precision ball bearings used in a broad array of applications and end markets, including aerospace defense, semiconductor, industrial, medical, robotics and automotive.
Investment Date
April 2023
Industry
Manufacturing & Distribution
Fund
VII
Location
Massachusetts
Status
Current
Consolidated Sterilizer Systems
Manufacturer of laboratory and healthcare steam sterilizers.
Investment Date
March 2023
Industry
Consumer Products & Services
Fund
VII
Location
Illinois
Status
Current
Midwest Trading Group Holdings
Importer and distributor of consumer electronics to the retail industry.
Investment Date
January 2023
Industry
Manufacturing & Distribution
Fund
VII
Location
California
Status
Current
Investment Date
December 2022
Industry
Manufacturing & Distribution
Fund
VII
Location
Virginia
Status
Current
Investment Date
August 2022
Industry
Consumer Products & Services
Fund
VII
Status
Current
Investment Date
June 2022
Industry
Health Care
Fund
VII
Location
Florida
Status
Current
21st Century Health Care Consultants
Provider of administrative and regulatory consulting services to home care agencies.
Investment Date
June 2022
Industry
Health Care
Fund
VII
Location
Florida
Status
Current
Investment Date
April 2022
Industry
Manufacturing & Distribution
Fund
VII
Location
California
Status
Current
Sinclair
Provider of drilling products and drilling waste management support services.
Investment Date
April 2022
Industry
Business Services
Fund
VII
Status
Current
Center for Sales Strategy
Provider of outsourced sales management, training and marketing services.
Investment Date
February 2022
Industry
Consumer Products & Services
Fund
VII
Location
Florida
Status
Current
Satellite Phone Store (Connecta)
Retailer of satellite phone, equipment and Mobile-Satellite services.
Investment Date
February 2022
Industry
Consumer Products & Services
Fund
VII
Location
Florida
Status
Current
Investment Date
January 2022
Industry
Consumer Products & Services
Fund
VII
Location
Maryland
Status
Current
Investment Date
December 2021
Industry
Manufacturing & Distribution
Fund
VII
Location
California
Status
Current
Investment Date
September 2021
Industry
Manufacturing & Distribution
Fund
VII
Location
Massachusetts
Status
Current
Health Care Technology
Specialty distributor of consumables to hospitals and specialty pharmacies.
Investment Date
August 2021
Industry
Manufacturing & Distribution
Fund
VII
Location
California
Status
Current
Aero Bending
Manufacturer of specialty tube assemblies for aerospace and defense programs.
Investment Date
July 2021
Industry
Consumer Products & Services
Fund
VII
Location
Minnesota
Status
Current
Investment Date
July 2021
Industry
Technology
Fund
VII
Location
Illinois
Status
Current
Investment Date
June 2021
Industry
Consumer Products & Services
Fund
VII
Location
Pennsylvania
Status
Current
Investment Date
December 2020
Industry
Health Care
Fund
VI
Location
Arizona
Status
Current
Investment Date
December 2020
Industry
Manufacturing & Distribution
Fund
VI
Location
Arizona
Status
Current
Action Scaffolding
Provider of scaffolding rental equipment and erection and dismantle services.
Investment Date
November 2020
Industry
Consumer Products & Services
Fund
VI
Location
Arizona
Status
Realized
Wolfgang’s Cooling and Heating
Provider of residential HVAC maintenance, repair, and installation services.
Investment Date
September 2020
Industry
Consumer Products & Services
Fund
VI
Location
New York
Status
Current
Investment Date
June 2020
Industry
Consumer Products & Services
Fund
VI
Location
Texas
Status
Current
Investment Date
December 2019
Industry
Business Services
Fund
VI
Location
Florida
Status
Current
Investment Date
August 2019
Industry
Manufacturing & Distribution
Fund
VI
Location
New Hampshire
Status
Current
Investment Date
June 2019
Industry
Business Services
Fund
VI
Location
Georgia
Status
Current
JANUS Research Group
Provider of communications, intelligence, surveillance and reconnaissance services.
Investment Date
May 2019
Industry
Business Services
Fund
VI
Location
Florida
Status
Current
Continental Buying Group
Provider of membership-based jewelry for independent jewelers.
Investment Date
March 2019
Industry
Business Services
Fund
VI
Location
New York
Status
Current
Adventure Media and Events
Operator of media, publications and industry events for the toy industry.
Investment Date
January 2019
Industry
Business Services
Fund
VI
Location
Texas
Status
Current
U.S. Crew Change
Provider of ground transportation services to corporate clients (formerly Wynne Transportation).
Investment Date
November 2018
Industry
Business Services
Fund
VI
Location
Massachusetts
Status
Current
Lois L. Lindauer Searches
Provider retained executive search services to the non-profit sector.
Investment Date
September 2018
Industry
Manufacturing & Distribution
Fund
VI
Location
Nevada
Status
Current
Investment Date
September 2018
Industry
Business Services
Fund
VI
Location
Massachusetts
Status
Current
Investment Date
July 2018
Industry
Health Care
Fund
VI
Location
Texas
Status
Current
Investment Date
July 2018
Industry
Health Care
Fund
VI
Location
New York
Status
Current
Investment Date
April 2018
Industry
Business Services
Fund
VI
Location
Oregon
Status
Realized
Western Machine Works
Provider of industrial repair services for pulp, paper, and wind industries.
Investment Date
April 2018
Industry
Business Services
Fund
V
Location
Tennessee
Status
Current
Investment Date
November 2017
Industry
Manufacturing & Distribution
Fund
VI
Location
Massachusetts
Status
Current
Global Supply Inc.
Distributor of industrial products such as fasteners, cutting tools, fittings, gauges, and industrial chemicals to military and commercial customers.
Investment Date
November 2017
Industry
Consumer Products & Services
Fund
VI
Location
California
Status
Current
Investment Date
September 2017
Industry
Business Services
Fund
VI
Location
Florida
Status
Current
Investment Date
August 2017
Industry
Manufacturing & Distribution
Fund
VI
Location
Maryland
Status
Current
Investment Date
September 2017
Industry
Consumer Products & Services
Fund
VI
Location
Texas
Status
Current
Investment Date
July 2017
Industry
Manufacturing & Distribution
Fund
VI
Location
Tennessee
Status
Current
Investment Date
July 2017
Industry
Health Care
Fund
VI
Location
Florida
Status
Current
Investment Date
March 2017
Industry
Health Care
Fund
VI
Location
California
Status
Realized
Investment Date
July 2016
Industry
Consumer Products & Services
Fund
VI
Location
Maine
Status
Current
Investment Date
July 2016
Industry
Business Services
Fund
VI
Location
Georgia
Status
Current
Investment Date
June 2016
Industry
Manufacturing & Distribution
Fund
VI
Location
California
Status
Current
HQ Machine
Manufacturer of precision metal parts for military and commercial aerospace.
Investment Date
April 2016
Industry
Health Care
Fund
VI
Location
California
Status
Current
Investment Date
January 2016
Industry
Manufacturing & Distribution
Fund
VI
Location
Arizona
Status
Current
Investment Date
November 2015
Industry
Manufacturing & Distribution
Fund
VI
Location
Massachusetts
Status
Current
Phillips Screw Company
Manufacturer and distributor of patented fastener drive systems.
Investment Date
October 2015
Industry
Consumer Products & Services
Fund
VI
Location
New York
Status
Current
Investment Date
October 2015
Industry
Business Services
Fund
VI
Location
Illinois
Status
Current
Investment Date
September 2015
Industry
Manufacturing & Distribution
Fund
VI
Location
Connecticut
Status
Current
Investment Date
August 2015
Industry
Health Care
Fund
V
Location
Arizona
Status
Current
Investment Date
July 2015
Industry
Business Services
Fund
V
Location
Florida
Status
Current
Investment Date
June 2015
Industry
Manufacturing & Distribution
Fund
V
Location
Texas
Status
Current
Investment Date
April 2015
Industry
Business Services
Fund
V
Location
Texas
Status
Current
Investment Date
November 2014
Industry
Business Services
Fund
V
Location
Pennsylvania
Status
Realized
TGaS Advisors
Provider of comparative benchmarking and advisory services to the pharmaceutical industry.
Investment Date
November 2014
Industry
Technology
Fund
V
Location
Massachusetts
Status
Current
PI Worldwide
Provider of behavior and skill assessments software for hiring and talent management.
Investment Date
September 2014
Industry
Consumer Products & Services
Fund
V
Location
Vermont
Status
Current
Investment Date
September 2014
Industry
Business Services
Fund
V
Location
Texas
Status
Current
Investment Date
May 2014
Industry
Business Services
Fund
V
Location
California
Status
Current
Investment Date
May 2014
Industry
Manufacturing & Distribution
Fund
V
Location
New Hampshire
Status
Realized
Investment Date
March 2014
Industry
Manufacturing & Distribution
Fund
V
Location
California
Status
Current
Investment Date
December 2013
Industry
Consumer Products & Services
Fund
V
Location
Texas
Status
Realized
Investment Date
November 2013
Industry
Manufacturing & Distribution
Fund
V
Location
Wisconsin
Status
Current
Industry
Business Services
Fund
IV & V
Location
New York
Status
Current
Investment Date
August 2013
Industry
Business Services
Fund
V
Location
Massachusetts
Status
Current
Investment Date
December 2012
Industry
Technology
Fund
V
Location
Georgia
Status
Realized
Investment Date
December 2012
Industry
Manufacturing & Distribution
Fund
V
Location
Colorado
Status
Realized
Colorado Components
Supplier of aftermarket wheels & tires for recreational off-road vehicles.
Investment Date
October 2012
Industry
Business Services
Fund
V
Location
Illinois
Status
Current
Disaster Kleenup International
Franchisor of emergency mitigation and restoration services.
Investment Date
September 2012
Industry
Manufacturing & Distribution
Fund
V
Location
Texas
Status
Realized
Investment Date
August 2012
Industry
Business Services
Fund
V
Location
Massachusetts
Status
Current
Investment Date
August 2012
Industry
Manufacturing & Distribution
Fund
V
Location
Michigan
Status
Realized
Investment Date
June 2012
Industry
Health Care
Fund
V
Location
Ohio
Status
Realized
Investment Date
July 2012
Industry
Consumer Products & Services
Fund
V
Location
Texas
Status
Realized
Investment Date
April 2012
Industry
Manufacturing & Distribution
Fund
V
Location
New York
Status
Realized
Investment Date
April 2012
Industry
Manufacturing & Distribution
Fund
V
Location
California
Status
Realized
Vanderveer Plastics
Provider of plastic materials and machined plastic parts and assemblies.
Investment Date
February 2012
Industry
Consumer Products & Services
Fund
V
Location
Colorado
Status
Realized
Investment Date
October 2011
Industry
Business Services
Fund
V
Location
Texas
Status
Realized
Investment Date
July 2011
Industry
Manufacturing & Distribution
Fund
V
Location
New Jersey
Status
Current
Investment Date
May 2011
Industry
Business Services
Fund
V
Location
California
Status
Realized
Investment Date
March 2011
Industry
Health Care
Fund
V
Location
North Carolina
Status
Realized
Wake Research Associates
Provider of clinical trials services to the pharmaceutical industry.
Investment Date
January 2011
Industry
Health Care
Fund
IV
Location
New Jersey
Status
Realized
Pinnacle Treatment Centers
Provider of residential and outpatient addiction treatment services.
Investment Date
July 2010
Industry
Technology
Fund
IV
Location
Utah
Status
Realized
NetSteps
Provider of enterprise software to the direct selling industry.
Investment Date
January 2010
Industry
Manufacturing & Distribution
Fund
IV
Location
New Jersey
Status
Realized
Phoenix Aromas and Essential Oils
Distributor of specialty flavor and fragrance ingredients.
Investment Date
November 2009
Industry
Business Services
Fund
IV
Location
Massachusetts
Status
Realized
Beryllium
Provider of structure-guided drug discovery services.
Investment Date
November 2009
Industry
Consumer Products & Services
Fund
IV
Location
Texas
Status
Realized
ExamSoft
Provider of software solutions for the administration of computer-based tests.
Investment Date
September 2009
Industry
Health Care
Fund
IV
Location
New York
Status
Realized
Candescent Healing
Operator of hospital based wound centers.
Investment Date
August 2009
Industry
Business Services
Fund
IV
Location
California
Status
Realized
Investment Date
June 2009
Industry
Technology
Fund
IV
Location
Massachusetts
Status
Realized
Investment Date
December 2008
Industry
Health Care
Fund
IV
Status
Realized
Justice Services
Provider of behavioral health services to court systems.
Investment Date
December 2008
Industry
Business Services
Fund
IV
Location
Colorado
Status
Realized
Investment Date
November 2008
Industry
Technology
Fund
IV & VI
Location
Massachusetts
Status
Current
Investment Date
September 2008
Industry
Business Services
Fund
IV
Location
Georgia
Status
Realized
Investment Date
July 2008
Industry
Manufacturing & Distribution
Fund
IV
Status
Realized
Color Resources
Manufacturer of proprietary chemical colorants.
Investment Date
July 2008
Industry
Manufacturing & Distribution
Fund
IV
Location
California
Status
Realized
Astria Semiconductor
Designer and manufacturer of semiconductor test equipment.
Investment Date
May 2008
Industry
Manufacturing & Distribution
Fund
IV
Location
Utah
Status
Current
Investment Date
January 2008
Industry
Technology
Fund
IV
Location
New York
Status
Realized
Investment Date
November 2007
Industry
Manufacturing & Distribution
Fund
IV
Location
New York
Status
Realized
Investment Date
July 2007
Industry
Manufacturing & Distribution
Fund
IV
Location
Massachusetts
Status
Realized
Harvey Tool
Provider of specialty carbide cutting tools for the metalworking industry.
Investment Date
June 2007
Industry
Business Services
Fund
IV
Status
Realized
Waste Associates
Provider of waste management and recycling services.
Investment Date
May 2007
Industry
Health Care
Fund
IV
Location
Minnesota
Status
Realized
Investment Date
March 2007
Industry
Business Services
Fund
IV
Location
California
Status
Realized
Investment Date
August 2006
Industry
Consumer Products & Services
Fund
IV
Status
Realized
Investment Date
March 2006
Industry
Manufacturing & Distribution
Fund
IV
Location
Washington
Status
Realized
Antares Advanced Test Technologies
Designer and manufacturer of semiconductor test equipment.
Investment Date
March 2006
Industry
Manufacturing & Distribution
Fund
IV
Location
New Hampshire
Status
Realized
Investment Date
February 2006
Industry
Manufacturing & Distribution
Fund
III
Location
New Hampshire
Status
Realized
Investment Date
December 2005
Industry
Consumer Products & Services
Fund
III
Location
Michigan
Status
Realized
Investment Date
August 2005
Industry
Business Services
Fund
III
Location
Michigan
Status
Realized
LL&S
Processor and recycler of construction and demolition debris.
Investment Date
May 2005
Industry
Consumer Products & Services
Fund
III
Location
Massachusetts
Status
Realized
Investment Date
May 2005
Industry
Manufacturing & Distribution
Fund
III
Location
Pennsylvania
Status
Realized
Investment Date
December 2004
Industry
Manufacturing & Distribution
Fund
III
Status
Realized
LEDCO
Provider of equipment for mobile computing solutions.
Investment Date
November 2004
Industry
Consumer Products & Services
Fund
III
Status
Realized
Investment Date
July 2004
Industry
Consumer Products & Services
Fund
III
Location
California
Status
Realized
Investment Date
April 2004
Industry
Business Services
Fund
III
Location
Minnesota
Status
Realized
Investment Date
November 2003
Industry
Manufacturing & Distribution
Fund
III
Status
Realized
Investment Date
April 2003
Industry
Business Services
Fund
III
Status
Realized
EDCare
Provider of medical management services for hospital emergency rooms.
Investment Date
January 2003
Industry
Consumer Products & Services
Fund
III
Location
Texas
Status
Realized
Investment Date
October 2002
Industry
Consumer Products & Services
Fund
III
Location
Texas
Status
Realized
Investment Date
May 2002
Industry
Technology
Fund
III
Status
Realized
Axcelerant
Operator of corporate broadband virtual private network related services (acquired by iPass).
Investment Date
February 2002
Industry
Technology
Fund
III
Location
Minnesota
Status
Realized
High Jump Software
Developer of supply chain execution software and services (acquired by 3M Corporation, NYSE: MMM).
Investment Date
January 2022
Industry
Manufacturing & Distribution
Fund
III
Location
Ohio
Status
Realized
Dealer Tire
Distributor of tires and provider of specialized services to automobile dealers.
Investment Date
August 2001
Industry
Business Services
Fund
III
Location
Minnesota
Status
Realized
Restaurant Technologies
Provider of bulk cooking oil management services to restaurants.
Investment Date
November 2000
Industry
Business Services
Fund
III
Location
Florida
Status
Realized
Willow
Operator of an independent network for customer relations management services.
Investment Date
September 2000
Industry
Consumer Products & Services
Fund
II
Location
Tennessee
Status
Realized
Community Education Partners
Operator of charter schools for disruptive students.
Investment Date
August 2000
Industry
Technology
Fund
II
Location
Pennsylvania
Status
Realized
Investment Date
July 2000
Industry
Technology
Fund
III
Location
Illinois
Status
Realized
Investment Date
June 2000
Industry
Health Care
Fund
II
Location
Massachusetts
Status
Realized
Investment Date
March 2000
Industry
Technology
Fund
II
Location
California
Status
Realized
Investment Date
December 1999
Industry
Technology
Fund
II
Location
California
Status
Realized
Investment Date
October 1999
Industry
Technology
Fund
II
Status
Realized
Investment Date
December 1999
Industry
Consumer Products & Services
Fund
II
Location
Georgia
Status
Realized
Buffalo Wild Wings
Franchiser and operator of quick services restaurants (NASDAQ: BWLD).
Investment Date
March 1999
Industry
Health Care
Fund
II
Location
Illinois
Status
Realized
Investment Date
September 1998
Industry
Technology
Fund
II
Location
Massachusetts
Status
Realized
Investment Date
September 1998
Industry
Business Services
Fund
II
Location
Connecticut
Status
Realized
Investment Date
July 1998
Industry
Business Services
Fund
II
Location
Illinois
Status
Realized
National Telemanagement
Provider of specialized wireless communications services (acquired by Illuminet, acquired by Verisign).
Investment Date
May 1998
Industry
Business Services
Fund
II
Location
Massachusetts
Status
Realized