Private Debt & Equity Portfolio

Anser Advisory is a provider of advisory and program management services to public and private infrastructure and facility owners executing capital improvement programs such as the upgrade of existing or development of new infrastructure across the United States. 

Blue Wheel, the platform combination of Retail Bloom and Blue Wheel Media, is a leading omni-channel digital commerce agency with expertise across the e-commerce landscape. The company provides a full-suite of e-commerce solutions through its best-in-class, proprietary technology, Companion, enabling clients to execute a consolidated e-commerce strategy from click to ship.

Computer Aided Technology (CATI) is one of the leading providers of 3D design and engineering solutions across the product development continuum, with solutions including 3D CAD, 3D CAE, PDM and PLM software, 3D printing and scanning hardware, and other related technologies, as well as consulting, training and support services.

CATI is the oldest partner in North America to leading design software provider Dassault Systèmes SolidWorks, and carries the highest partner designation with leading 3D printing manufacturer Stratasys.

E-Technologies Group (E-Tech) is a leading provider of software and automation systems integration & engineering design services to a diverse set of blue-chip customers in industries ranging from pharmaceuticals and consumer packaged goods to logistics and food and beverage.

Founded in 1915, Gannett Fleming is a provider of engineering, construction / project management, geospatial technology solutions, and advisory services to clients across the public and private infrastructure landscape. The Company offers various infrastructure-related consulting services to a broad base of public and private customers within the transportation and water resources sectors.

Founded in 2006, GSTV is a tech-enabled digital video and audio advertising network for convenience store and fuel station advertising in the United States.

Founded in 2000, iPROMOTEu is one of the largest and fastest growing service providers to distributor organizations in the promotional products industry.  The Company’s services include product sourcing and order fulfillment via access to a network of preferred vendors, invoicing, collections, back office support, sales and marketing support, professional development training, and working capital support.

JMFA is a provider of software and consulting solutions, designed to optimize overdraft fee income for banks and credit unions. Additionally, JMFA offers vendor contract negotiation services for its clients. 

JSI Telecom is the leading national provider of regulatory and compliance consulting services to over 400 telecommunications providers in rural communities across the United States. 

Formed in 1998, Klein Hersh is one of the largest executive search and consulting firms that focuses exclusively on the Healthcare and Life Sciences (‘HCLS’) industries. Today, the Company serves over 550 clients annually within 30+ sub-verticals in the HCLS industries.

Based in Miami, Florida, Mr. Greens is a leading produce and specialty food distributor serving mid- to high-end chef-driven restaurants in the Florida and Texas markets.

Partners In Leadership (PIL) is a provider of accountability and cultural transition training services to blue chip companies, utilizing a combination of business line level, results-orientated training and C-suite focused, enterprise-wide solutions. 

Pond Holdings provides engineering and consulting services, including, but not limited to design, planning, architecture, construction and program management to the federal, state, and local government, and commercial clients in the defense, transportation, community development, energy and industrials end markets. 

Founded in 1985 and headquartered in Freemont, California, RK Electric is an electrical service contractor that provides comprehensive engineering, design/build, retrofit, reoccurring service, and other maintenance services to customers in Northern California. 

Seaga is a leading industrial technology growth platform providing modular intelligent inventory control and secure product access solutions to improve inventory management, enable better planning, reduce inventory costs and shrinkage, and provide safer product access. 

Formed in 2010, Seneca is a differentiated national information technology, engineering, and business professional talent provider serving blue chip customers with established footholds across large attractive end markets including government, financial, and healthcare, among others.

Spectrio is an end-to-end tech-enabled audio and video marketing company, providing professional content and managed services on a monthly subscription basis.

The company's solutions include On-Hold Messaging, Digital Signage, Interactive Kiosks, WiFi Marketing, In-Store Music, and Scent Marketing, enabling its clients to engage, educate and entertain their customers, across all customer touch points.

Founded in 1996 and headquartered in Louisville, Kentucky, Stengel Hill is a full-service architecture firm that specializes in the design of acute and behavioral healthcare facilities

Stratus is a full-service architecture and engineering consultant delivering the entire spectrum of project services, from initial planning and feasibility studies to final construction oversight

Xirgo is a provider of wireless telematics modules for tracking, monitoring, protecting, and controlling remote assets and workers. These assets include a wide variety of motor vehicles, trailers, shipping containers, pallets, generators and other equipment.