PORTFOLIO

Partnering with exceptional
companies and sponsors

We provide flexible financing solutions to support growth, acquisitions, and recapitalizations for sponsor-backed and independent companies.

$1B+
Capital Deployed
25+
Active Investments
150+
Transactions Completed
Portfolio

Representative investments

ABA Platform

Healthcare
Active

ACIS

Business Services
Realized

AdvancedCath

Specialty Manufacturing
Realized

Amware Logistics Services

Business Services
Realized

Auto Meter

Consumer
Active

Biologos

Healthcare
Active

Bloom Health Centers

Healthcare
Active

Blueprint Test Preparation

Education
Active

Burton

Business Services
Realized

Channel Technologies

Specialty Manufacturing
Realized

Constellation Advisers

Business Services
Realized

Cornerstone Foodservice Group

Specialty Manufacturing
Active

Corporate Relocation

Business Services
Active

Crucial Learning

Education
Active

Delphon Industries

Specialty Manufacturing
Realized

Dexmet Corporation

Specialty Manufacturing
Realized

DSG

Business Services
Realized

e.Republic

Software / Technology
Active

Electronic Source Company

Specialty Manufacturing
Active

Food Chain ID

Business Services
Realized

Fresh Origins

Consumer
Realized

Genius SIS

Software / Technology
Active

Go Local

Business Services
Active

Hippo Vet

Healthcare
Active

Innovative Office Products

Specialty Manufacturing
Realized

Katahdin Industries

Healthcare
Active

Learner's Edge

Education
Realized

Medulla

Healthcare
Active

MindPath Health

Healthcare
Realized

Monroe Biomedical Research

Healthcare
Active

Network Instruments

Software / Technology
Realized

Nobles Worldwide

Specialty Manufacturing
Realized

Power Digital Marketing

Business Services
Realized

Pump It Up

Consumer
Realized

Quantum Spatial

Business Services
Realized

Quest

Consumer
Active

Radon

Healthcare
Active

Radsource

Healthcare
Active

Rifle Paper Co

Consumer
Active

RiseNow

Business Services
Active

Selerix Systems

Software / Technology
Active

SSI Strategy

Healthcare
Active

SunBrite TV

Consumer
Realized

Syntrio

Business Services
Realized

Telestream

Software / Technology
Active

Therapeutic Research

Healthcare
Realized

Therapy Partners Group

Healthcare
Active

Uncle John's Pride

Consumer
Active

Unison Therapy Services

Healthcare
Realized

Vision Financial Group

Business Services
Active

Vista Apex

Healthcare
Realized

VitalPath

Specialty Manufacturing
Active

VRI

Healthcare
Realized

Whitebridge Pet Brands

Consumer
Realized
INDUSTRY FOCUS

Sectors where we focus

Healthcare Services

Home health, specialty practices, medical services, biomedical equipment

Business Services

Staffing, facilities management, professional services, environmental consulting

Manufacturing

Precision machining, contract manufacturing, aerospace & defense components

Consumer

Food & beverage, retail services, consumer products

Tech-Enabled Services

IT managed services, software-enabled businesses, technology infrastructure

INVESTMENT CRITERIA

What we look for

COMPANY EBITDA
$3M – $25M
DEAL SIZE
$5M – $75M
STRUCTURE
Senior, Unitranche, Second Lien,
Equity Co-Investment
GEOGRAPHY
United States & Canada

Ready to partner with us?

Whether you're a PE sponsor, independent sponsor, or company looking for flexible financing—we'd love to connect.

Status
Investment Date
Avante Facility
Private Equity Sponsor