Private Debt & Equity Portfolio

Amlon Environmental Services (“AES”) is an environmental services company focused on the recycling, processing, treatment and management of high value metal bearing industrial waste streams. AES primarily provides recycling services for catalysts, but also provides recycling services for industrial metal residue and precious metal mining markets. 

Established in 1987, The Basement Doctor is a vertically integrated provider of water displacement management services, including basement and crawl space waterproofing, foundation repair, and mold remediation focused on preserving home value, safety, and structural integrity.

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.

Cadrex is a leading provider of complex metal production parts, assemblies and weldments for a variety of end markets, including medical, electrical transmission and distribution, warehouse automation, robotics, supercomputing, aerospace, defense, medical, food, and industrials.

Headquartered in Eugene, Oregon, Community Care Partners ("CCP") is an operator of over 70 urgent care and primary care practices located across seven states throughout the Pacific Northwest and Mid-South.

Full Circle Fiber Partners is a leading infrastructure services platform focused on engineering, construction, and maintenance in connection with the deployment, expansion and upgrade of new and existing critical communications and utility networks. Key services consist of underground/ aerial fiber and coaxial cable construction, maintenance, and design and engineering services.

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.

Found in 1954, George Industries is a leading provider of highly complex components used for thermal management of electronic systems utilized in the Aerospace and Defense Industry. The company is a vertically integrated brazing platform with a unique set of advanced manufacturing and program support capabilities.

Headquartered in Chicago, IL, Golden Country is an Asian, African, and Caribbean wholesale food importer and distributor primarily serving grocery and wholesaler customers in Illinois and the Midwest. 

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.

Founded in 1960, Kendall Vegetation Services (“Kendall”) is a leading provider of essential, non-discretionary vegetation management and emergency storm response services to electric utility customers. The Company provides utility line clearing, ground clearing & mowing, and storm cleaning services across 18,000 miles of utility lines spanning 16 states throughout the Southeast and Midwest.

KKSP Precision Machining is the largest manufacturer of machine brass components produced on automatic screw machines including hydraulic fittings, hose connectors, sensor housings, and more.

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.

Founded in 1985, KnowFully Learning Group provides continuing professional education, exam preparation courses, and education resources to the accounting, finance, and healthcare sectors. The Company serves customers through an omnichannel, multi-modal strategy, leveraging an extensible shared services platform to distribute content. 

Founded in 2004, Medicus is a managed-service provider (“MSP”) of IT services to specialty healthcare practices with a focus on small healthcare practices that have smaller or outdated in-house IT systems with limited resources. The Company manages IT infrastructure (both physical and virtual), provides security and disaster recovery services, ensures compliance with the Health Insurance Portability and Accountability Act (“HIPAA”), manages mobile devices, and provides overall end user support.

Mobility Holding Corporation is comprised of two highly complementary, industry-leading divisions addressing the needs of the elderly and mobility impaired: Harmar Mobility and 101 Mobility. Harmar is a highly regarded manufacturer of vehicle lifts, stairlifts, vertical platform lifts and ramps. 101 Mobility is the largest national franchisor of mobility and accessibility dealers directly serving end users.

MOREgroup is a family of design, architecture and engineering brands that each uniquely focus on a single area of expertise. Formed through the combination of Huckabee, Rachlin Partners, TSK Architects, Image Engineering Group (IEG), and Environments for Health Architecture (E4H), MOREgroup invests in people, technology and ideas to deliver best-in-class experiences to clients.

OrthoAlliance is a nationally leading patient-centered, physician-led management services organization that helps orthopedic practices grow and thrive in an ever-changing healthcare landscape. OrthoAlliance’s partner practices feature nearly 150 physicians across all orthopedics and sports medicine specialties.

ProSource is a South Carolina-based wholesale distributor of plumbing supplies and other new and aftermarket building products, serving a customer base of residential and commercial plumbers, contractors, plumbing companies, and builders.

Founded in 2000, Resident Essentials is a catalog and eCommerce marketer of products serving senior care facilities and their residents. These products include adaptive clothing, electronics, furniture, and home healthcare equipment.