Portfolio
Audax Mezzanine partners with leading private equity firms to make investments in a broad range of private middle market companies.
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Aerospace/Defense | DistributionAero PrecisionCurrent
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
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Business ServicesAlarm Funding AssociatesCurrent
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
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Business Services | Healthcare | Software ServicesAlegeus TechnologiesRealized
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
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Business Services | ConsumerAmerican Coin MerchandisingRealized
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
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Business Services | LogisticsArchway Marketing ServicesCurrent
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
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Business Services | InfrastructureArea Wide ProtectiveCurrent
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
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Manufacturing | Specialty ChemicalsArrMaz Custom ChemicalsRealized
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
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Business Services | Software ServicesAugeo FICurrent
Augeo FI provides outsourced loyalty program solutions for middle-market banks and credit unions. The Company’s point rewards technology and programs facilitate and administer cardholder redemption of points for travel, gift cards, cash back, and other rewards.
Equity Sponsor-Led Buyout: Co-lead Arranger and Bookrunner for a Senior Secured Credit facility
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Distribution | Energy | ManufacturingB27Realized
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
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Business Services | Consumer | Software ServicesBackstageCurrent
Backstage is the leading global platform that enables productions, brands, marketing agencies, and businesses to efficiently discover and work with highly-skilled creative talent. Founded in 1960, Backstage operates the broadest and most liquid job marketplace for an expansive set of creative talent and content creators. Its mission is to enable career opportunities and economic success for its members by building proprietary tools shaped by today’s production processes.
Equity Sponsor-Led Buyout: Admin Agent and Lead Arranger for a Senior Secured Credit facility
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Business Services | DistributionBarcodesCurrent
Barcodes is a provider of Automatic Identification & Data Capture (“AIDC”) and Identification & Access Control (“ID”) products and services that enable businesses to automate the tracking of their assets and people. The Company’s products include barcode scanners, mobile computers, label printers, point-of- sale systems, RFID equipment, and other related products. Barcodes primarily sells to small and medium-sized businesses and select enterprise customers.
Equity Sponsor-Led Buyout: Co-Lead Investor in Senior Subordinated Notes and Co-Investor in Common Stock
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LogisticsBDP InternationalCurrent
BDP International is a non-asset based, outsourced, logistics solutions provider managing the end-to-end movement of shipments globally on behalf of chemical, industrial, healthcare, consumer and retail customers.
Equity Sponsor-Led Buyout: Joint Lead Arranger for a Senior Secured Credit Facility and Co-Investor in Common Stock
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Consumer | FoodCentury SnacksCurrent
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
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Business Services | Energy | LogisticsCharter BrokerageRealized
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
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Business Services | HealthcareChesapeake IRBCurrent
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
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Consumer | Food | ManufacturingCloverhill IndustriesRealized
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
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Distribution | FoodThe Coastal CompaniesCurrent
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
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Aerospace/Defense | ManufacturingConsolidated Precision Products (CPP)Realized
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
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Business ServicesCross MediaWorksCurrent
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
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Business ServicesCumming GroupCurrent
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
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Distribution | FoodDiversified Foodservice Supply (DFS)Realized
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
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Consumer | HealthcareDrayer Physical TherapyRealized
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
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Industrial | ManufacturingDurconRealized
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
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Business ServicesDwellworksCurrent
Dwellworks provides outsourced relocation management and destination services to corporate employees. Through its partnerships with global relocation management companies, Dwellworks assists relocating employees with destination services including: area orientation, home finding, government registration, school finding, and other settling-in services. Dwellworks also provides corporate housing support, property management, and valuation services.
Equity Sponsor-Led Buyout: Admin Agent and Lead Arranger for a Senior Secured Credit facility
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ManufacturingDyniscoRealized
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
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Industrial | ManufacturingEngineered Controls International, Inc. (ECII)Current
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
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Business Services | Healthcare | Software ServicesFairPay SolutionsRealized
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
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Consumer | FoodFlorida Food ProductsCurrent
Florida Food Products manufactures fruit and vegetable-based clean label food ingredients. The Company’s core products are celery-derived powders used in the preservation, coloring, texture, and flavoring of meats. Florida Food Products sells its curing ingredients to meat suppliers and other food companies, who in turn sell packaged meat or food products to retailers.
Equity Sponsor-Led Buyout: Co-lead Arranger and Bookrunner for a Senior Secured Credit facility
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Industrial | ManufacturingGED Integrated SolutionsCurrent
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
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Business Services | Software ServicesGlobal SoftwareRealized
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
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Consumer | FoodGold Standard BakingCurrent
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
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Consumer | FoodGood2GrowCurrent
Good2Grow is a branded manufacturer of ‘clean label’ kids juices featuring popular licensed characters. Products are sold through leading retailers across the grocery, mass, convenience, drug, and dollar channels.
Equity Sponsor-Led Buyout: Sole Investor in Second Lien Notes
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Business Services | HealthcareHealthcare SolutionsRealized
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
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Business Services | ManufacturingHess Print SolutionsRealized
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
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Energy | ManufacturingHigh Pressure EquipmentRealized
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
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Consumer | DistributionThe Hilsinger CompanyRealized
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
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Business Services | Industrial | ManufacturingIEP TechnologiesRealized
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
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DistributionIntegrated Supply NetworkCurrent
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
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Business Services | Healthcare | Software ServicesIntermedixRealized
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
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Manufacturing | PackagingIntraPacRealized
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
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Business Services | Healthcare | Software ServicesISG HoldingsRealized
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
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Healthcare | ManufacturingJoerns HealthcareCurrent
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
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Consumer | Food | ManufacturingJTM FoodsCurrent
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
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Industrial | ManufacturingKey Safety SystemsRealized
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
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Distribution | Industrial | ManufacturingLewis-Goetz & CompanyRealized
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
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Industrial | ManufacturingLincoln IndustrialRealized
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
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Distribution | IndustrialLindstrom MetricCurrent
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
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ManufacturingThe Luminaires GroupCurrent
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
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Business ServicesMagna Legal ServicesCurrent
Magna Legal Services provides court reporting, litigation consulting, record retrieval, and other ancillary legal support services to law firms and corporate clients.
Equity Sponsor-Led Buyout: Admin Agent and Lead Arranger for a Senior Secured Credit facility
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LogisticsMode TransportationCurrent
Mode Transportation is a provider of non-asset based third-party logistics services through its network of agents located across North America. Mode’s network of third-party carriers enables its agents to offer access to all major modes of transportation including rail / intermodal, truckload, less-than-truckload, and ocean / air.
Equity Sponsor-Led Buyout: Sole Investor in Senior Secured Notes and Co-Investor in Common Stock
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Business ServicesNeighborlyCurrent
Neighborly is a franchisor of repair, maintenance and other services for customers in the residential and commercial markets. Neighborly operates across 13 service verticals through its diversified portfolio of 20 service brands and 3,200 total franchisees.
Equity Sponsor-Led Buyout: Participant in a Senior Secured Credit facility
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Business Services | LogisticsNetwork Global LogisticsRealized
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
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Industrial | ManufacturingPelican ProductsRealized
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
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Industrial | ManufacturingPhillips & Temro IndustriesCurrent
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
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Business Services | LogisticsPilot Freight ServicesRealized
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
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Business Services | LogisticsPriority Solutions InternationalRealized
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
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Business Services | Specialty ChemicalsQualaWash HoldingsCurrent
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
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ConsumerQuick Weight Loss CentersCurrent
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
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Business Services | InfrastructureRailWorksRealized
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
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Consumer | HealthcareReachOut Healthcare AmericaRealized
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
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Business Services | EnergyRevenew InternationalCurrent
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
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ConsumerRIO BrandsCurrent
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
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Industrial | ManufacturingRocore HoldingsRealized
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
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Business ServicesRoyall & CompanyRealized
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
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Business Services | ManufacturingSafeWorksRealized
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
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Business ServicesService LogicRealized
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
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Manufacturing | PackagingSF Holdings GroupRealized
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
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Business Services | FoodSource Refrigeration & HVACCurrent
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
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Consumer | ManufacturingSunlessCurrent
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
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Manufacturing | Specialty ChemicalsSupresta HoldingsRealized
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
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Industrial | ManufacturingTaylor Wharton InternationalCurrent
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
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ConsumerTaymaxCurrent
Taymax is a franchisee of Planet Fitness health clubs located throughout the U.S. and Canada. Taymax is one of the largest franchisees in the Planet Fitness system, operating over 50 health clubs in the greater San Antonio, Nashville, Pittsburgh, Sacramento, Toronto, and Ottawa regions.
Equity Sponsor-Led Buyout: Joint Lead Arranger and Bookrunner for a Senior Secured Credit facility
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Aerospace/Defense | ManufacturingThermal SolutionsRealized
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
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Business Services | ConsumerThreeSixty GroupCurrent
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
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Consumer | DistributionTotes IsotonerRealized
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
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HealthcareTrialCardCurrent
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
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Industrial | ManufacturingTritexRealized
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
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ManufacturingUniversal Air FilterRealized
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
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Distribution | Energy | ManufacturingUTEX IndustriesRealized
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
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DistributionVintage PartsCurrent
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
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Manufacturing | PackagingWaddington North AmericaRealized
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
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Consumer | DistributionWalls IndustriesRealized
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
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Industrial | ManufacturingWebexRealized
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
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Consumer | Food | ManufacturingWhitehall SpecialtiesCurrent
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
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Consumer | FoodWilson FarmsRealized
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
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Business Services | LogisticsWorldwide ExpressRealized
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
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