Driving Value Through Strategic Partnerships
Since 2004, we have successfully completed 17 platform investments and 11 add-on investments across three private equity funds. Each partnership reflects our disciplined approach and ability to navigate complex transactions to achieve meaningful outcomes.
Select Investments

Harvest Valuations
Burr Ridge, IL
Recapitalization | Dec 2024
Technology-enabled provider of
financial instrument valuation and
disclosure services.

Madden Media
Tucson, AZ
Recapitalization | May 2024
Provider of digital marketing services to travel- and tourism-related organizations.

Acterra Group
Marion, IA
Recapitalization | Mar 2023
Provider of maintenance, repair, inspection, construction, and installation services for complex fueling systems.

CRI Environmental Solutions
Woodville, WI
Buyout | Oct 2022
Offers sustainability-focused recycling and waste management services, contributing to a cleaner future.

XeteX
Coon Rapids, MN
Recapitalization | Jun 2022
Custom manufacturer of advanced air handling equipment, featuring packaged refrigeration systems and innovative energy recovery solutions.

Elenco Electronics
Chicago, IL
Recapitalization | Oct 2021
Specialty manufacturer of engaging STEM educational toys and kits, fostering learning through hands-on experiences.

Summit Drilling
Bridgewater, NJ
Recapitalization | Apr 2021
Provides essential subsurface environmental investigation and remediation services, supporting environmental health and safety.

SentriForce
Houston, TX
Growth Financing | Feb 2020
Provider of managed video surveillance and monitoring services, enhancing security and operational oversight.

Creative Learning Systems
Longmont, CO
Recapitalization | Feb 2017
Exit | Dec 2023
Provider of comprehensive STEM learning environments and curricula, exited to a larger private equity firm after significant growth.

Portu-Sunberg Marketing
Minneapolis, MN
Recapitalization | Dec 2012
Exit | Dec 2021
Evolved from a vendor-rep to offer a suite of services for product companies, successfully exited to a larger private equity firm.

RIE Coatings
Eden Valley, MN
Recapitalization | Jan 2015
Exit | Dec 2021
Applicator of environmentally-friendly and performance-enhancing coatings used on fasteners, exited after achieving strategic goals.

DPIS Builder Services
Tomball, TX
Recapitalization | Nov 2014
Exit | Jul 2019
Grew from a home inspection firm to a full-service engineering and quality assurance firm for residential builders, expanding significantly before sale.

Classic Brands
Denver, CO
Growth Financing | Jun 2015
Exit | Mar 2019
Specialty manufacturer of wild bird feeders and related birding products, exited after a period of strategic growth.

Franklin Energy Services
Port Washington, WI
Recapitalization | Nov 2007
Exit | Mar 2019
Provider of utility- and government-sponsored energy efficiency program services, expanding operations before a successful exit.

American Finishing Resources
Chilton, WI
Buyout | Jul 2006
Exit | Oct 2014
Provider of paint line coating removal services, expanding operations and customer base before exiting to DuBois Chemicals.

IGC Technologies
Milwaukee, WI
Buyout | Oct 2006
Exit | Aug 2011
Specialty manufacturer of metal casting additives, expanding sales and supply sources before strategic acquisition.

Infinity Precision Systems
Chanhassen, MN
Recapitalization | Aug 2005
Exit | Dec 2009
Specialty manufacturer of wet process and drying equipment for precision manufacturing, expanding into the solar market before exiting.