Get to Know Our Portfolio

We are proud of the diverse portfolio we have built and even more proud of the 3,000+ employee owners we have created and supported.

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Advanced Diagnostic Group

description

A leading provider of MRI and X-ray as well as other imaging services throughout Florida

Investment Type

ESOP Buyout

Industry

Healthcare Services

Realized

Year Invested

2016

CEO

Kevin Johnson

www.advanceddiagnosticgroup.com
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Best Friends

description

A leading independent pet hotel company with 31 locations throughout the United States, including the exclusive pet hotel for Walt Disney World Resort.

Investment Type

ESOP Buyout

Industry

Pet Services

Active

Year Invested

2018

CEO

Jared Pinsker

www.bestfriendspetcare.com
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Boston Retail Solutions

description

A leading provider of temporary barricades, graphics and in-store installation services to retailers

Investment Type

ESOP Buyout

Industry

Business Services

Active

Year Invested

2019

CEO

Randy Ahlm

www.bostonrs.com
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Custom Profile

description

A manufacturer of plastic profile extruded products primarily for the office furniture, appliance, medical, recreational and RV industry, and point of-purchase markets.

Investment Type

ESOP Buyout

Industry

Niche Manufacturing

Active

Year Invested

2019

CEO

Keith Zeiler

www.custom-profile.com
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EMT

description

A provider of non-emergency medical and student transportation.

Investment Type

Non-ESOP Mezzanine

Industry

Business Services

Active

Year Invested

2014

CEO

Sue Perszyk

www.rideemt.com
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ETAK

description

A provider of maintenance and installation services for telecommunication industry.

Investment Type

ESOP Buyout

Industry

Business Services

Realized

Year Invested

2015

CEO

Lee Priest

www.etaksystems.com
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Galfab

description

A manufacturer of roll-off hoists and related equipment for the waste industry.

Investment Type

ESOP Buyout

Industry

Niche Manufacturing

Realized

Year Invested

2017

CEO

Jerry Samson

www.galfab.com
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Gautier Steel

description

Niche steel manufacturer producing hot rolled carbon and alloy flats and squares as well as a plate mill offering plate products in tool steel, stainless and more.

Investment Type

ESOP Buyout

Industry

Niche Manufacturing

Unrealized

Year Invested

2023

CEO

Dale Gray

www.gautiersteel.com
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LGS

description

A specialized staffing company with a defense and security vertical and a long-term health care vertical.

Investment Type

ESOP Buyout

Industry

Business Services / Healthcare Services

Active

Year Invested

2015

CEO

Marty Strong

www.lgslegacycare.com www.linxxglobal.com
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NuSource

description

NuSource is a leading provider of technology integrated solutions, equipment and maintenance services to regional banks, community banks and credit unions in the central United States.

Investment Type

ESOP Buyout

Industry

Business Services

Active

Year Invested

2021

CEO

Jon Erpelding

https://www.nusourcefinancial.com
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Pete’s

description

Leading greenhouse-grown lettuce brand with over 30 acres of hydroponic facilities on the west coast.

Investment Type

ESOP Buyout

Industry

Food and Beverage

Realized

Year Invested

2015

CEO

Brian Cook

www.eatpetes.com
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PLI Card Marketing Solutions

description

A global provider of card production, card personalization, fulfillment, direct mail and all print services with four production facilities and warehouses located in Asheville, NC; North Las Vegas, NV; Romeoville, IL; and St. Louis, MO.

Investment Type

ESOP Mezzanine

Industry

Niche Manufacturing

Realized

Year Invested

2016

CEO

Peter Krauss

www.plicards.com
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Sayers

description

A leading provider of data center infrastructure and enterprise security products and other IT solutions to over 400 large and middle market enterprises in various sectors, including financial services, insurance, healthcare, manufacturing, and utilities.

Investment Type

ESOP Buyout

Industry

IT Services

Active

Year Invested

2018

CEO

Chris Callahan

www.sayers.com
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Zero Waste Recycling

description

Zero Waste Recycling is a provider of comprehensive waste management services and recycling solutions for manufacturing companies in the southeastern United States that are seeking to establish or improve on landfill diversion initiatives.

Investment Type

ESOP Buyout

Industry

Business Services

Active

Year Invested

2021

CEO

Will Simmons

https://zerowastellc.com/