Investments
Building Exceptional Companies with Aligned Management Partners
Building Exceptional Companies with Aligned Management Partners
CURRENT
AdaptHealth
Healthcare supplies and services designed to help patients adapt to life in the home
Partnered in 2019
Healthcare
Plymouth Meeting, PA
CURRENT
Amwins
Leading distributor of specialty insurance products
Partnered in 2016
Financial Services
Charlotte, NC
CURRENT
Ampirical
Leading provider of engineering services and software for the power end-market
Partnered in 2024
Tech-Enabled Services
Covington, LA
CURRENT
Balavant
Managing General Agency ("MGA")
Partnered in 2025
Tech-Enabled Services
Novato, CA
CURRENT
Core Specialty
P&C Carrier focused on specialty insurance risks
Partnered in 2020
Financial Services
Cincinnati, OH
CURRENT
DOCS Dermatology
Leading dermatology platform with market leadership in the Midwest
Partnered in 2022
Healthcare
Cincinnati, OH
CURRENT
FirstCall Mechanical
Leading provider of mission critical commercial HVAC, refrigeration, electrical, and plumbing services
Partnered in 2022
Tech-Enabled Services
Austin, TX
CURRENT
Force Electrical
Provider of transmission, distribution and substation maintenance and repair services for utilities
Partnered in 2025
Tech-Enabled Services
Oklahoma City, OK
CURRENT
GoodVets
Disruptive, modern veterinary hospital platform
Partnered in 2021
Healthcare
Chicago, IL
CURRENT
Heffernan Insurance Brokers
Retail insurance broker and MGA
Partnered in 2019
Financial Services
Walnut Creek, CA
CURRENT
IMA Financial Group
Retail insurance broker and MGA
Partnered in 2020
Financial Services
Denver, CO
CURRENT
MacKay
Provider of engineering and environmental services for public and private infrastructure markets
Partnered in 2025
Tech-Enabled Services
Vancouver, WA
FORMER
MedVet
Leading independent operator of specialty and emergency veterinary hospitals
Partnered in 2015
Healthcare
Columbus, OH
CURRENT
NearU
Leading provider of HVAC, plumbing, electrical, maintenance, & repair services
Partnered in 2015
Tech-Enabled Services
Charlotte, NC
FORMER
New Republic Partners
Next Generation UHNW RIA
Partnered in 2021
Financial Services
Charlotte, NC
FORMER
Patra
Leading provider of technology-enabled BPO solutions for the insurance industry
Partnered in 2019
Tech-Enabled Services
El Dorado Hills, CA
Current
Pearl Street
Fast-Growing Dental Platform based in Texas
Partnered in 2022
Healthcare
Dallas, TX
CURRENT
Simplicity
Leading financial products distribution firm
Partnered in 2024
Financial Services
Summit, NJ
FORMER
Symplr
A market-leading provider of healthcare SaaS solutions
Partnered in 2018
Tech-Enabled Services
Houston, TX
CURRENT
Wasteology Group
Tech-Enabled Managed Waste Services
Partnered in 2025
Tech-Enabled Services
Louisville, KY
FORMER
Watco
Short-Line Railroads, Ports, and Terminals
Partnered in 2016
Tech-Enabled Services
Pittsburg, KS
CURRENT
WhiteWater Express
Express Carwash Operator
Partnered in 2018
Tech-Enabled Services
Houston, TX