Marshall Retail Group, LLC
Headquarters – Las Vegas, NV
Date of Investment - September 2008
Marshall Retail Group is the largest independent specialty retailer to the resort and casino marketplace. The chain boasts over 70 stores that cater to resort-and-casino visitors to the Las Vegas Strip, Atlantic City, Fort Lauderdale and other prestigious resort locations.
The PFM Group, Inc.
Headquarters – Philadelphia, PA
Date of Investment - May 2009
The PFM Group is the leading independent financial and investment advisor to state and local governments and not-for-profit institutions with approximately $40 billion of assets under management.
Mallet & Company
Headquarters – Carnegie, PA
Date of Investment – October 2010
Mallet & Company is a leading manufacturer of proprietary oils, ingredients and equipment to the commercial baking industry. Mallet manufactures technically advanced solutions that are critical to the successful operation of high volume commercial bakery lines.
Stauber Performance Ingredients, Inc.
Headquarters – Fullerton, CA
Date of Investment –January 2011
Stauber Performance Ingredients is a leading distributor of nutraceutical ingredients such as minerals, herbs, fruits, vegetables, nutrients, vitamins and amino acids to the food, pharmaceutical, cosmetic, and health food industries.
Cargo Airport Services, LLC
Headquarters – New York, NY
Date of Investment – April 2011
Cargo Airport Services is the second largest independent provider of cargo handling solutions in North America. Handling 1 million tons of cargo, the Company operates 21 facilities in 12 airports. Services include cargo handling, ramp loading, warehousing, security screening and cargo tracking.
SAFE Security, Inc.
Headquarters - San Ramon, CA
Date of Investment - December 2012
SAFE Security, Inc. is a leading provider of residential and commercial security alarm systems, industry-leading monitoring services, and support services.
American Alliance Dialysis Holdings, LLC
Headquarters, Trujillo Alto, PR
Date of Investment – February 2013
Atlantis Healthcare Group Puerto Rico serves a kidney dialysis treatment platform under American Alliance Dialysis Holdings, which will continue to identify and evaluate strategic investment opportunities in North America and the Caribbean. Atlantis Healthcare Group Puerto Rico is the second largest provider of kidney dialysis services in Puerto Rico. In 2012 the Company provided over 198,700 dialysis treatments through 13 facilities and had a patient census of 1,379 as of December 31, 2012.
Interventional Management Services, LLC
Headquarters - Atlanta, GA
Date of Investment - December 23, 2013
IMS is one of the largest providers of interventional pain management services in the Atlanta metropolitan market. IMS owns and manages interests in ambulatory surgery centers (ASCs) as well as pain-management clinics throughout metro Atlanta. The company also provides other ancillary services to its patients on an exclusive basis.