Portfolio

STATUS:

Our current portfolio represents some of the best middle-market businesses in their sectors. Rolling up our sleeves in partnership with them allows us to expand opportunity for all involved.

Welfare Pension & Administration Service ("WPAS")

Investment Date: December 2024

  • Status:
  • Active

WPAS is a third-party administration (TPA) firm specializing in multi-employer benefit plan administration...

OMEGA FITNESS

Investment Date: October 2023

  • Status:
  • Active

Omega Fitness is the second largest franchisee of Anytime Fitness clubs in the United States...

SCI FLOORING

Investment Date: June 2023

  • Status:
  • Active

SCI Flooring is a full-service provider of soft and hard surface floor covering solutions...

Pet Food Express

Investment Date: May 2022

  • Status:
  • Active

California's trusted independent pet retailer, dedicated to helping pets live longer...

Wilmar Corporation

Investment Date: December 2021

  • Status:
  • Active

Founded in 1971 and headquartered in Kent, WA, Wilmar is a supplier...

Calpine Containers, INC.

Investment Date: March 2021

  • Status:
  • Active

Founded in 1895 and headquartered in Clovis, CA, Calpine distributes…

We’re looking for great businesses to become market leaders in their sectors—and to work together in partnership to create opportunity for you and your team.

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