Portfolio

Audax Mezzanine partners with leading private equity firms to make investments in a broad range of private middle market companies.

  • Aerospace/Defense | Distribution

    Aero PrecisionCurrent

    Aero Precision

    Livermore, CA
    www.aeroprecision.com

    Aero Precision is a leading distributor of OEM aerospace parts for the military aftermarket, serving a diverse global customer base which includes foreign militaries, MRO facilities and the U.S. government. The Company has longstanding partnerships with leading OEMs to provide customers with access to a broad range of mission-critical, difficult-to-source aircraft parts and equipment.

    Equity Sponsor-Led Buyout: Co-Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services

    Alarm Funding AssociatesCurrent

    Alarm Funding Associates

    West Chester, PA
    www.alarmfundingassociates.com

    Alarm Funding Associates (“AFA”) is a leading advisory and financial support platform dedicated to helping full service residential and commercial alarm operating companies continue to grow. Through its broad network of local and regional alarm company partners, Alarm Funding is the 20th largest alarm monitoring provider in the US.

    Equity Sponsor-Led Buyout: Sole investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Healthcare | Software Services

    Alegeus TechnologiesCurrent

    Alegeus Technologies

    Waltham, MA
    www.alegeustechnologies.com

    Alegeus Technologies provides benefits administration software, debit cards, and transaction processing solutions for consumer directed healthcare accounts, including flexible spending accounts, health reimbursement arrangements, and health savings accounts.  The company was formerly known as FIS Benefit Solutions, which was a division of Fidelity National Information Services.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes and Preferred and Common Stock

  • Business Services | Consumer

    American Coin MerchandisingRealized

    American Coin Merchandising

    Boulder, CO

    American Coin Merchandising is a leading owner, operator, and franchiser of coin-operated amusement and bulk vending equipment in the United States.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes with Warrants and Co-Investor in Common Stock

  • Industrial | Manufacturing

    API Heat Transfer TechnologiesRealized

    API Heat Transfer Technologies

    Buffalo, NY

    API Heat Transfer Technologies is a leading full service producer of industrial heat exchangers and heat transfer systems.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes and Common Stock

  • Business Services | Logistics

    Archway Marketing ServicesCurrent

    Archway Marketing Services

    Rogers, MN
    www.archway.com

    Archway Marketing Services is a provider of end-to-end marketing logistics and fulfillment services, specifically focusing on point-of-sale and point-of-purchase materials, sales literature, product samples, gift cards, and consumer promotions.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Infrastructure

    Area Wide ProtectiveCurrent

    Area Wide Protective

    Kent, OH
    www.awptrafficsafety.com

     

    Area Wide Protective is a provider of outsourced temporary traffic management services for utilities, utility contractors, telecommunications companies, and local departments of transportation.

    Equity Sponsor-Led Buyout: Lead-Investor in Senior Subordinated Notes and Co-Investor in Common Stock

     

  • Manufacturing

    ArnottCurrent

    Arnott

    Merritt Island, FL
    www.arnottindustries.com

    Arnott is a leading global manufacturer of replacement air suspension parts and accessories for the automotive aftermarket.

    Equity Sponsor-Led Buyout: Lead Investor in Senior Subordinated Notes and Co-Investor in Preferred Stock

  • Manufacturing | Specialty Chemicals

    ArrMaz Custom ChemicalsRealized

    ArrMaz Custom Chemicals

    Winter Haven, FL

    ArrMaz Custom Chemicals is a leading manufacturer and marketer of fertilizer production process and asphalt additives.

    Equity Sponsor-Led Management Buyout:  Co-Investor in Senior Subordinated Notes with Warrants, Junior Notes with Warrants and Preferred and Common Stock

  • Consumer | Food

    Atkins NutritionalsCurrent

    Atkins Nutritionals

    Denver, CO
    www.atkins.com

    Atkins Nutritionals is a branded weight management program selling nutrition bars and ready to drink shakes into the retail channel.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Secured Notes and Common Stock

  • Distribution | Energy | Manufacturing

    B27Realized

    B27

    Houston, TX; Tyler, TX
    www.bestpumpworks.com
    www.ifsolutions.com

    B27 through its two operating subsidiaries, Best PumpWorks and Integrated Flow Solutions, designs, manufactures, distributes, and services industrial pumps and engineered to order modular pumping systems for the oil and gas, power generation, air quality, and chemical processing industries.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common & Preferred Stock

  • Consumer | Food | Manufacturing

    Bumble Bee SeafoodsRealized

    Bumble Bee Seafoods

    San Diego, CA

    Bumble Bee Seafoods is a leading North American producer and marketer of canned seafood.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes with Warrants and Co-Investor in LP Units

  • Consumer | Manufacturing

    Burt’s BeesRealized

    Burt’s Bees

    Durham, NC

    Burt’s Bees is a leading manufacturer and marketer of branded natural personal care products.

    Equity Sponsor-Led Recapitalization:  Lead Investor in Senior Subordinated Notes with Warrants and Co-Investor in Common Stock

  • Consumer | Food

    CenterplateRealized

    Centerplate

    Stamford, CT
    www.centerplate.com

    Centerplate is a provider of food concession and event hospitality services at North American sports stadiums, convention centers, and entertainment venues.

    Equity Sponsor-Led Buyout:  Co- Investor in Senior Subordinated Notes and Common Stock

  • Consumer | Food

    Century SnacksCurrent

    Century Snacks

    Commerce, CA
    www.centurysnacks.com

    Century Snacks manufactures and distributes snack nuts, trail mixes and similar snacks. The company’s products are distributed nationwide on a branded and private label basis.

    Equity Sponsor-Led Recapitalization: Sole investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Energy | Logistics

    Charter BrokerageRealized

    Charter Brokerage

    Norwalk, CT
    www.charterbrokerage.net

    Charter Brokerage is a non-asset based third-party logistics provider to the petroleum and petrochemical industries.  Charter’s services include customs and export brokerage and compliance services, duty drawback consulting and processing, and administration of foreign-trade zone status jet fuel.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Business Services | Healthcare

    Chesapeake IRBCurrent

    Chesapeake IRB

    Columbia, MD
    www.chesapeakeirb.com

    Chesapeake IRB is a provider of independent institutional review board services to pharmaceutical, biotech and medical device companies, universities, academic medical centers, and hospital systems.

    Equity Sponsor-Led Buyout: Sole investor in Senior Subordinated Notes and Equity Co-Investor

  • Industrial | Manufacturing

    ChromaloxRealized

    Chromalox

    Pittsburgh, PA

    Chromalox is a manufacturer of commercial and industrial electric heating products and solutions.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Common Stock

  • Consumer

    The Cleaning AuthorityCurrent

    The Cleaning Authority

    Columbia, MD
    www.thecleaningauthority.com

    The Cleaning Authority is a franchisor of residential cleaning services in North America.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Consumer | Food | Manufacturing

    Cloverhill IndustriesRealized

    Cloverhill Industries

    Chicago, IL
    www.cloverhill.com

    Cloverhill Industries manufactures individually-wrapped, shelf-stable sweet baked goods, including fold-over and round danish, cinnamon rolls, honey buns, jelly-filled long johns, and cake donuts.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Distribution | Food

    The Coastal CompaniesCurrent

    The Coastal Companies

    Savage, MD
    www.coastalsunbelt.com

     

    The Coastal Companies supply and distribute fresh produce and provide value-added processing of cut fruits and vegetables for the Mid-Atlantic region.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

     

     

  • Business Services | Healthcare

    Comprehensive Pharmacy ServicesCurrent

    Comprehensive Pharmacy Services

    Memphis, TN
    www.cpspharm.com

    Comprehensive Pharmacy Services is an outsourced provider of pharmacy management services within hospitals and healthcare facilities.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes and Common Stock

  • Aerospace/Defense | Manufacturing

    Consolidated Precision Products (CPP)Realized

    Consolidated Precision Products (CPP)

    Pomona, CA

    Consolidated Precision Products is a leading manufacturer of engineered and critical precision metal components and sub-assemblies serving the commercial aerospace and military and defense markets.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common & Preferred Stock

  • Infrastructure | Manufacturing

    The Crom CorporationRealized

    The Crom Corporation

    Gainesville, FL
    www.cromcorp.com

    The Crom Corporation is a leading manufacturer of prestressed concrete storage tanks serving the water and wastewater industries.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in LLC Units

  • Business Services

    Cross MediaWorksCurrent

    Cross MediaWorks

    Philadelphia, PA and New York, NY
    www.cross-mediaworks.com

    Cross MediaWorks is a media services company that aggregates local cable television advertising inventory for resale to national advertisers. The company’s technology-enabled platform offers media buyers and advertisers a cost-effective alternative to traditional national cable network buys.

    Equity Sponsor-Led Recapitalization: Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services

    Cumming GroupCurrent

    Cumming Group

    Los Angeles, CA
    www.ccorpusa.com

    Cumming Group is a global project and cost management consulting firm with offices in the United States, Middle East and Europe. Cumming adds value and minimizes risk for owners during each stage of an existing or new building’s maintenance, renovation, construction, and/or development cycle. The Company delivers customized solutions to a diverse set of customers across the education, healthcare, corporate, themed entertainment, public and retail sectors worldwide.

    Equity Sponsor-Led Buyout: Lead investor in Senior Subordinated Notes and Co-Investor in Class A Preferred Stock

  • Distribution | Food

    Diversified Foodservice Supply (DFS)Realized

    Diversified Foodservice Supply (DFS)

    Mount Prospect, IL
    www.allpointsfps.com

    Diversified Foodservice Supply is a leading distributor of maintenance, repair and operation parts, supplies and equipment to the foodservice industry. Diversified provides replacement parts and supplies for cooking and warming equipment, refrigeration, warewashing and food preparation equipment. Diversified is headquartered in Mount Prospect, IL with distribution centers located in Boulder, Colorado, Las Vegas, Nevada, Lumberton, New Jersey and Orlando, Florida.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Common and Preferred Stock Co-Investor

  • Consumer | Healthcare

    Drayer Physical TherapyRealized

    Drayer Physical Therapy

    Hummelstown, PA

    Drayer Physical Therapy operates outpatient physical therapy clinics in the United States.  The company’s licensed therapists provide rehabilitative and preventative physical and occupational therapy services, focusing on sports-related injuries and orthopedic-related disorders.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Industrial | Manufacturing

    DurconRealized

    Durcon

    Taylor, TX
    www.durcon.com

    Durcon is a leading manufacturer of epoxy-based work surfaces and related products used in harsh environment laboratory settings.  Durcon’s products are sold to the education, healthcare, and industrial markets.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Manufacturing

    DyniscoRealized

    Dynisco

    Franklin, MA

    Dynisco is a leading global manufacturer of branded test, measurement, and process control devices, primarily for the plastics and rubber industries.

    Equity Sponsor-Led Management Buyout:  Co-Investor in Senior and Junior Subordinated Notes with Warrants and Common Equity

  • Consumer

    EduK GroupRealized

    EduK Group

    San Juan, PR

    EduK Group is a for-profit education system that is focused on Spanish and English postsecondary education.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes

  • Industrial | Manufacturing

    Engineered Controls International, Inc. (ECII)Current

    Engineered Controls International, Inc. (ECII)

    Elon, NC
    www.regoproducts.com

    Engineered Controls International is a leading global provider of mission critical, highly engineered flow control products used in the transportation, delivery, and storage of liquefied petroleum gas, liquefied natural gas, and industrial gases. ECII designs and manufactures a comprehensive range of flow control valves and regulators that are sold to domestic and international markets under the RegO and Goddard brand names.

    Equity Sponsor-Led Buyout: Investor in Senior Subordinated Notes and Co-Investor in Preferred Stock

  • Business Services | Healthcare | Software Services

    FairPay SolutionsRealized

    FairPay Solutions

    Dallas, TX
    www.fairpaysolutions.com

    FairPay Solutions is a provider of medical cost containment services through specialty bill review in the workers’ compensation market.  The company’s customers are insurers, managed care organizations, and third-party administrators that receive bills from medical providers.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Industrial | Manufacturing

    GED Integrated SolutionsCurrent

    GED Integrated Solutions

    Twinsburg, OH
    www.gedusa.com

    GED Integrated Solutions is the leading capital goods and software systems provider to vinyl window manufacturers.  GED offers solutions to window producers for all aspects of the manufacturing process, including equipment, software, parts, and services.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Software Services

    Global SoftwareCurrent

    Global Software

    Raleigh, NC
    www.globalsoftwareinc.com

    Global Software provides Microsoft Excel-based automation and reporting software solutions to enhance enterprise resource planning (ERP) and business intelligence (BI) platforms. The Company’s software solutions integrate with more than 60 leading ERP platforms and automate data analytic processes for business and financial professionals.

    Equity Sponsor-Led Recapitalization: Sole investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Consumer | Food

    Gold Standard BakingCurrent

    Gold Standard Baking

    Chicago, IL
    www.gsbaking.com

    Gold Standard Baking is a leading manufacturer of croissants and sweet baked goods. The Company sells its products through foodservice, casual dining, quick-serve restaurant, grocery, and convenience store channels.

    Equity Sponsor-Led Buyout: Co-investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Business Services | Healthcare

    Healthcare SolutionsRealized

    Healthcare Solutions

    Duluth, GA
    www.healthcaresolutions.com

    Healthcare Solutions provides ancillary healthcare and cost containment services to the workers’ compensation and auto medical claims markets. The company provides pharmacy benefit management, injury case management, preferred provider organization networks, and bill review services.

    Equity Sponsor-Led Acquisition and Recapitalization:  Co-Lead Investor in Senior Subordinated Notes and Preferred Stock

  • Business Services | Manufacturing

    Hess Print SolutionsRealized

    Hess Print Solutions

    Brimfield, OH
    www.hessprintsolutions.com

    Hess Print Solutions is a niche, short run printer focused on the commercial and education end-markets.  The company primarily produces business-to-business catalogs and soft cover workbooks that are consumed annually by K-12 students.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Secured Notes and Common Stock

  • Energy | Manufacturing

    High Pressure EquipmentRealized

    High Pressure Equipment

    Erie, PA
    www.highpressure.com

    High Pressure Equipment is a manufacturer of mission-critical valves, fittings, tubing, and accessories primarily for the oil, gas, and water jet cutting markets.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Secured Term Loan and Common Stock

  • Consumer | Distribution

    The Hilsinger CompanyRealized

    The Hilsinger Company

    Plainville, MA
    www.hilco.com

    The Hilsinger Company is a leading designer and distributor of consumer optical accessories, eye care products, professional optical tools, and related products.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Business Services | Energy | Infrastructure

    HMTCurrent

    HMT

    The Woodlands, TX
    www.hmttank.com

    HMT provides services to and sells products for aboveground storage tanks primarily within midstream and downstream energy markets.

    Equity Sponsor-Led Recapitalization: Sole investor in Senior Subordinated Notes and Equity Co-Investor

  • Business Services | Industrial | Manufacturing

    IEP TechnologiesRealized

    IEP Technologies

    Ashland, MA
    www.ieptechnologies.com

    IEP Technologies provides systems and services that detect, suppress, isolate and/or vent potential combustible dust or vapor explosions in process industries.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Industrial

    Integrated Power ServicesCurrent

    Integrated Power Services

    Greenville, SC
    www.ips.us

    Integrated Power Services is a provider of maintenance and repair services for electric motors and generators.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Distribution

    Integrated Supply NetworkCurrent

    Integrated Supply Network

    Lakeland, FL
    www.isnweb.com

    Integrated Supply Network is the largest independent wholesale distributor of tools, equipment, and related supplies sold into the aftermarket automotive industry. The company offers over 100,000 SKUs, including sockets, wrenches, pliers, vehicle lifts, diagnostic systems, air compressors, and other tools used by automotive technicians.

    Equity sponsor-led buyout: Lead investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Healthcare | Software Services

    IntermedixCurrent

    Intermedix

    Fort Lauderdale, FL
    www.intermedix.com

    Intermedix is a leading provider of healthcare information technology and business solutions including revenue cycle management to the emergency healthcare industry.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes and Common Stock

  • Manufacturing | Packaging

    IntraPacRealized

    IntraPac

    Alpharetta, GA
    www.intrapacgroup.com

    IntraPac is a manufacturer of specialty rigid plastic packaging, serving various end-markets including personal care, food and beverage, pharmaceutical, and industrial.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Healthcare | Software Services

    ISG HoldingsRealized

    ISG Holdings

    Farmington, CT
    www.stratacare.com
    www.bunchcare.com

    ISG Holdings provides bill review and managed care programs for the workers’ compensation industry through three primary business units – StrataCare, MedBill, and Bunch & Associates.  The company’s customers include self-insured employers, insurance carriers, third-party administrators, and other managed care service providers.

    Equity Sponsor-Led Add-On Acquisition:  Lead Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Healthcare | Manufacturing

    Joerns HealthcareCurrent

    Joerns Healthcare

    Charlotte, NC
    www.joerns.com

    Joerns Healthcare is a leading manufacturer of equipment and provider of wound therapy solutions for the care and handling of patients in post-acute healthcare settings.

    Equity Sponsor-Led Buyout:  Co-Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Consumer | Food | Manufacturing

    JTM FoodsCurrent

    JTM Foods

    Erie, PA
    www.jjsbakery.net

    JTM Foods is a leading manufacturer of branded and private label snack foods.  Selling directly to retailers and distributors under the JJ’s Bakery brand and through co-packing arrangements with other food producers, the Company’s product offerings include snack pies and marshmallow crispy treats.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Industrial | Manufacturing

    Key Safety SystemsRealized

    Key Safety Systems

    Sterling Hights, MI
    www.keysafetyinc.com

    Key Safety Systems is a leading global supplier of automotive safety components and systems to automobile manufacturers worldwide.  The company produces a full line of driver, passenger, side, curtain, and knee airbags as well as seat belts, steering wheels, position and movement sensors, and fully integrated safety systems.

    Equity Sponsor-Led Buyout:  Investor in Second Lien Notes and LLC Units

  • Consumer | Food

    King JuiceCurrent

    King Juice

    Milwaukee, Wisconsin
    www.drinkcalypso.com

    King Juice is the manufacturer and marketer of Calypso branded lemonade and a co-manufacturer of other non-alcoholic beverages.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Common and Preferred Stock

  • Distribution | Industrial | Manufacturing

    Lewis-Goetz & CompanyRealized

    Lewis-Goetz & Company

    Pittsburgh, PA

    Lewis-Goetz & Company is a leading independent distributor of fabricated rubber industrial products in North America, serving power generation, aggregate, coal mining, steel, and general industrial end-markets.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes and Common Stock

  • Industrial | Manufacturing

    Lincoln IndustrialRealized

    Lincoln Industrial

    St. Louis, MO

    Lincoln Industrial is a global leader in the design, manufacture, and service of lubrication systems, equipment, and related products.  The company’s product offering includes centralized, automated lubrication systems and related lubrication tools and equipment which extend the useful life and reduce repair and maintenance costs of critical equipment.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Distribution | Industrial

    Lindstrom MetricCurrent

    Lindstrom Metric

    Blaine, MN
    www.lindfastgrp.com

    Lindstrom Metric is an importer and master distributor of metric-sized fasteners (e.g., nuts, screws, bolts, etc.).  Lindstrom sources products from fastener manufacturers and sells to industrial supply distributors.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Manufacturing

    The Luminaires GroupCurrent

    The Luminaires Group

    Montreal, Quebec, Canada
    www.theluminairesgroup.com

    The Luminaires Group designs and manufactures branded specification-grade lighting fixtures for commercial buildings (offices, hospitals etc.), municipalities and outdoor lighting. The Company sells over 513 product families with millions of customizable configurations that are sold through the Eureka, a.light, Alumen8E and Cyclone brand names.
    Equity Sponsor-Led Buyout: Sole investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Manufacturing

    LTI HoldingsRealized

    LTI Holdings

    Rogers, MN

    LTI Holdings designs and manufactures extruded, molded, and die-cut flexible rubber and plastic components and sealing systems for original equipment manufacturers.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in LLC Units

  • Consumer | Manufacturing

    Merit IndustriesRealized

    Merit Industries

    Bensalem, PA

    Merit Industries is a leading North American developer, manufacturer, and marketer of touchscreen countertop entertainment systems and software.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Consumer

    Ned StevensCurrent

    Ned Stevens

    Fairfield, NJ
    www.nedstevens.com

    Provider of gutter cleaning, maintenance, repair and other exterior services to residential customers.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Business Services | Logistics

    Network Global LogisticsCurrent

    Network Global Logistics

    Broomfield, CO
    www.nglog.com

    Network Global Logistics is a non-asset-based third-party logistics company providing mission-critical expedited transportation and specialty warehouse and distribution services to customers across a wide range of end-markets.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Industrial | Manufacturing

    Pelican ProductsRealized

    Pelican Products

    Torrance, CA

    Pelican Products designs and manufactures protective cases and professional-grade flashlights used in a variety of applications within the industrial, commercial, military, and consumer end-markets.

    Equity Sponsor-Led Add-On Acquisition:  Co-Investor in Senior Subordinated Notes with Warrants and Common Stock

  • Industrial | Manufacturing

    Phillips & Temro IndustriesCurrent

    Phillips & Temro Industries

    Eden Prairie, MN
    www.phillipsandtemro.com/

    Phillips & Temro Industries is a manufacturer of heating and cooling products for diesel, gasoline, hybrid, and electric vehicle engines. With facilities in the United States, the United Kingdom, and China, PTI serves the heavy-duty truck, light-duty truck, power generation, off-road, automotive, and electric/hybrid vehicle end markets.

    Equity Sponsor-Led Buyout: Co-Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Logistics

    Pilot Freight ServicesCurrent

    Pilot Freight Services

    Lima, PA
    www.pilotdelivers.com

    Pilot Freight Services provides non-asset based freight transportation and third-party logistics globally. Primary services include domestic and international expedited ground and air freight forwarding, e-commerce home delivery and other value-added logistics services.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Manufacturing

    PlayCoreRealized

    PlayCore

    Chattanooga, TN
    www.playcore.com

    PlayCore is a manufacturer of commercial playground, park, and specialty recreation equipment.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Logistics

    Priority Solutions InternationalRealized

    Priority Solutions International

    Swedesboro, NJ

    Priority Solutions International is a leading North American non-asset based logistics provider serving the pharmaceutical and healthcare industries.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Business Services | Specialty Chemicals

    QualaWash HoldingsCurrent

    QualaWash Holdings

    Tampa, FL
    www.qualawash.com

    QualaWash Holdings is an outsourced provider of industrial cleaning, maintenance, and repair services to the tank trailer and container industry.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Consumer

    Quick Weight Loss CentersCurrent

    Quick Weight Loss Centers

    Pompano Beach, FL
    www.quickweightlosscenter.com
    www.quickweightloss.net

    Quick Weight Loss Centers provides weight loss management services through various locations in Houston and Florida. The Company offers a proprietary, differentiated, weight loss management program that teaches customers how to lose weight through a nutrition plan that is augmented with significant one-on-one, in-person counseling and supplemental product sales.

    Equity Sponsor-Led Buyout: Sole investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Infrastructure

    RailWorksCurrent

    RailWorks

    New York, NY
    www.railworks.com

    RailWorks is a leading provider of construction services for track and transit systems throughout North America.  The company provides services for municipal heavy rail, light rail, automated people movers, Class I and short line railroads, industrial facilities, ports and terminals, and all other users of track systems.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior and Junior Subordinated Notes and Co-Investor in Common Stock

  • Consumer | Healthcare

    ReachOut Healthcare AmericaRealized

    ReachOut Healthcare America

    Phoenix, AZ; Farmington Hills, MI

    ReachOut Healthcare America provides mobile dental services to underserved children in schools and foster programs and to US Army and National Guard units throughout the country.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Preferred and Co-Investor in Common Stock

  • Business Services | Energy

    Revenew InternationalCurrent

    Revenew International

    Houston, TX
    www.revenew.net

    Revenew International provides cost recovery and cost containment services primarily for the energy, utilities, and manufacturing end markets.

    Equity Sponsor-Led Buyout: Sole investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Consumer

    RIO BrandsCurrent

    RIO Brands

    Conshohocken, PA
    www.riobrands.com

    Rio is a designer and marketer of branded outdoor recreational furniture products and accessories for beach, backyard, patio, and other outdoor venues. Rio markets its products under the RIO, Tommy Bahama™ and Margaritaville™ brand names, as well as select private label brands.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred Stock

  • Industrial | Manufacturing

    Rocore HoldingsRealized

    Rocore Holdings

    Indianapolis, IN

    Rocore Holdings designs and manufactures heat dissipating products that are used to cool air, water, and oil.  The company’s products consist primarily of radiators, heat exchangers, and cooling products made of copper, brass, and aluminum.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred & Common Stock

  • Business Services

    Royall & CompanyRealized

    Royall & Company

    Richmond, VA
    www.royall.com

    Royall & Company provides direct marketing and advisory services to traditional, non-profit colleges and universities for undergraduate and graduate student recruitment, as well as alumni giving.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Manufacturing

    SafeWorksRealized

    SafeWorks

    Tukwila, WA
    www.safeworks.com

    SafeWorks is a leading manufacturer of branded suspended powered access and safety solutions for new commercial construction, restoration, and maintenance projects, primarily for high rise buildings, wind power, and industrial applications.  The company’s product line includes traction hoists, drum hoists, work cages, modular platforms, and rigging systems.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and  Co-Investor in Preferred and Common Stock

  • Business Services

    Sanitors ServicesRealized

    Sanitors Services

    San Antonio, TX

    Sanitors Services is a provider of janitorial and landscape services to the commercial market in the United States.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes with Warrants

  • Consumer | Healthcare

    Senior HelpersCurrent

    Senior Helpers

    Timonium, MD
    www.seniorhelpers.com

    Franchisor of private-pay in-home elderly care with over 280 locations across the U.S.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services

    Service LogicRealized

    Service Logic

    Atlanta, GA

    Service Logic is an independent facilities service business focused on preventative maintenance, repair, and upgrade services for commercial, industrial, and institutional customers.

    Equity Sponsor-Led Recapitalization:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Manufacturing | Packaging

    SF Holdings GroupRealized

    SF Holdings Group

    Owings Mills, MD

    SF Holdings Group, primarily through its Sweetheart Cup and Fonda business units, is a producer and marketer of disposable food service and food packaging products (paper, plastic and foam cups, lids, plates, bowls, napkins, and containers) throughout North America.

    Debt Refinancing in Partnership with Management:  Co-Investor in Subordinated Notes with Warrants

  • Consumer | Manufacturing

    Shoes for CrewsRealized

    Shoes for Crews

    West Palm Beach, FL
    www.shoesforcrews.com

    Shoes For Crews manufactures and distributes slip-resistant footwear.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Food

    Source Refrigeration & HVACCurrent

    Source Refrigeration & HVAC

    Anaheim, CA
    www.sourcerefrigeration.com

    Source Refrigeration & HVAC is a leading independent provider of commercial refrigeration installation, repair, and maintenance.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Healthcare | Manufacturing

    SP IndustriesCurrent

    SP Industries

    Warminster, PA
    www.spindustries.com

    SP Industries is a manufacturer of laboratory equipment and plastic and glass labware sold primarily to the life sciences market.

    Equity Sponsor-Led Buyout: Lead-Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Consumer | Manufacturing

    SunlessCurrent

    Sunless

    Macedonia, OH
    www.sunlessinc.com

    Sunless designs and manufactures ultraviolet-free spray tanning booths and related consumable solutions and lotions.  Sunless’ primary customers are national tanning salon chains and independent tanning salons.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Manufacturing | Specialty Chemicals

    Supresta HoldingsRealized

    Supresta Holdings

    Ardsley, NY

    Supresta Holdings is a leading developer, manufacturer, and marketer of organophosphorus flame retardants and functional fluids.

    Equity Sponsor-Led Management Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in LLC Units

  • Industrial | Manufacturing

    Taylor Wharton InternationalCurrent

    Taylor Wharton International

    Harrisburg, PA
    www.twiglobaltech.com

    Taylor Wharton International is a leading manufacturer of industrial gas and propane containers (tanks & cylinders) and precision valves, serving major global industrial gas and propane companies.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Secured Notes and Co-Investor in Preferred and Common Stock

  • Aerospace/Defense | Manufacturing

    Thermal SolutionsRealized

    Thermal Solutions

    Hampton, NH

    Thermal Solutions is a leading provider of custom engineered thermal management and electronics packaging solutions to original equipment manufacturers in various end-markets, including military and defense, aerospace, and industrial.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Business Services | Consumer

    ThreeSixty GroupCurrent

    ThreeSixty Group

    Irvine, CA
    www.thethreesixtygroup.com

    ThreeSixty Group provides unique branded merchandise programs, comprised of high-velocity hardline consumer products and accessories, to almost every leading retailer in the U.S. across the department store, drug, mass, club and specialty channels, representing over 70,000 points of distribution.

    Equity Sponsor-Led Recapitalization in support of the add-on acquisitions of the FAO Schwarz and The Sharper Image trademarks: Sole investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Consumer | Distribution

    Totes IsotonerRealized

    Totes Isotoner

    Cincinnati, OH

    Totes Isotoner is a leading designer, wholesaler, and retailer of cold weather gloves and slippers sold under the Isotoner brand and rain protection products sold under the Totes and Raines brand names.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Healthcare

    TrialCardCurrent

    TrialCard

    Morrisville, NC
    www.trialcard.com

    TrialCard provides product access, medication adherence, and patient support services on behalf of pharmaceutical manufacturers.  The Company operates under three complementary business segments: Patient Affordability (co-pay savings and voucher programs), Market Access (patient engagement and data management), and Virtual Engagement (healthcare professional lead generation solutions).

    Equity Sponsor-Led Recapitalization: Co-Investor in Senior Subordinated Notes and Equity

  • Industrial | Manufacturing

    TritexRealized

    Tritex

    Waterbury, CT

    Tritex manufactures linear actuators, motion controls, hermetic switches, rotary motors, and lead screw assemblies designed to control linear motion in a variety of end products.

    Equity Sponsor-Led Add-On Acquisition:  Co-Investor in Senior Subordinated Notes and Common Stock

  • Distribution

    TruckProRealized

    TruckPro

    Memphis, TN

    TruckPro is a leading independent distributor of aftermarket parts and accessories for heavy duty vehicles.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Business Services | Infrastructure

    United Site ServicesRealized

    United Site Services

    Mansfield, MA

    United Site Services owns and operates a route-based network of portable restrooms servicing the construction and special events markets.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes and LLC Units

  • Manufacturing

    Universal Air FilterRealized

    Universal Air Filter

    Sauget, IL

    Universal Air Filter is a leading designer and manufacturer of air filtration products used in the telecommunications, data networking, medical, and power generation industries.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Business Services

    U.S. Builder ServicesRealized

    U.S. Builder Services

    Lake Forest, IL
    www.lsplumb.com

    U.S. Builder Services is a leading trade contractor to the residential home building industry, providing plumbing and electrical services.

    Equity Sponsor-Led Buyout:  Lead Investor in Senior Subordinated Notes and Co-Investor in LLC Units

  • Distribution | Energy | Manufacturing

    UTEX IndustriesRealized

    UTEX Industries

    Houston, TX

    UTEX Industries is a leading designer and manufacturer of complex gaskets and highly engineered seals to oil and gas, water distribution, and industrial end-markets.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes and Common Stock

  • Distribution

    Vintage PartsCurrent

    Vintage Parts

    Beaver Dam, WI
    www.vpartsinc.com

    Vintage Parts is a provider of supply chain, logistics and distribution services for slow-moving OEM vehicle and equipment parts in the auto, construction and agriculture end markets.

    Equity Sponsor-Led Buyout: Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Manufacturing | Packaging

    Waddington North AmericaRealized

    Waddington North America

    Covington, KY

    Waddington North America is a leading manufacturer and marketer of premium plastic disposable tableware for foodservice operators (caterers, restaurants, nightclubs, hospitals, stadiums, and convenience stores), quick service restaurants, and retailers, focusing on the specialty high-end niche segments of the market.

    Equity Sponsor-Led Recapitalization:  Lead Investor in Senior Subordinated Notes and Co-Investor in Preferred Stock with Warrants

  • Consumer | Distribution

    Walls IndustriesRealized

    Walls Industries

    Cleburne, TX
    www.walls.com

    Walls Industries is a provider of mission-critical industrial safety and protective work wear.  The company’s products have important functional qualities and safety certifications that enable workers to efficiently and safely perform their daily tasks.

    Equity Sponsor-Led Recapitalization:  Lead investor in Senior Subordinated Notes with Warrants

  • Industrial | Manufacturing

    WebexRealized

    Webex

    Neenah, WI

    Webex is a designer and manufacturer of precision-engineered rolls and custom web handling machinery for a wide range of web handling and converting equipment.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated notes and Co-Investor in Common Stock

  • Consumer | Food | Manufacturing

    Whitehall SpecialtiesCurrent

    Whitehall Specialties

    Whitehall, WI
    www.whitehall-specialties.com

    Whitehall Specialties is a manufacturer of custom processed cheese products containing proprietary blends of dairy and non-dairy ingredients for the industrial, foodservice and retail markets.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in Preferred and Common Stock

  • Consumer | Food

    Wilson FarmsRealized

    Wilson Farms

    Buffalo, NY

    Wilson Farms is an operator of convenience stores.  The company derives the majority of its sales from products sold inside the store, including grocery items and prepared foods.  The company also sells fuel to customers at select locations.

    Equity Sponsor-Led Buyout:  Sole Investor in Senior Subordinated Notes and Co-Investor in LLC Equity Units

  • Business Services | Logistics

    Worldwide ExpressRealized

    Worldwide Express

    Dallas, TX
    wwex.com

    Worldwide Express is a franchisor of asset-light parcel and freight logistics services for small-to-medium sized businesses across the U.S. Primary services offered by the Company include domestic air parcel shipments, domestic ground parcel shipments, international parcel shipments, less-than-truck-load freight and truck-load freight.

    Equity Sponsor-Led Buyout: Lead investor in Senior Subordinated Notes and Co-Investor in Common Stock

  • Healthcare | Manufacturing

    Young InnovationsRealized

    Young Innovations

    Earth City, MO
    www.ydnt.com

    Young Innovations is a manufacturer of consumable supplies and equipment used by dental professionals.

    Equity Sponsor-Led Buyout:  Co-Investor in Senior Subordinated Notes and Common Stock Co-Investor

  • Healthcare | Manufacturing

    Z-MedicaCurrent

    Z-Medica


    Z-Medica is a provider of hemostatic gauze products to healthcare, military and first responder end markets under the “QuikClot” brand.

    Equity Sponsor-Led Recapitalization: Sole investor in Senior Subordinated Notes and Equity Co-Investor