Portfolio

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

  • Healthcare

    Abode HealthcareCurrent

    Abode Healthcare

    Seattle, WA and Durango, CO
    www.abodehealthcare.com

    Abode Healthcare provides hospice and home health services.

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

  • 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 | 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

  • 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

  • Business Services | Software Services

    Augeo FICurrent

    Augeo FI

    Naperville, IL
    www.augeofi.com

    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

  • Distribution

    BearComCurrent

    BearCom

    Garland, TX
    www.bearcom.com

    BearCom is a leading distributor and servicer of mission and business-critical communications solutions to commercial, industrial and government customers across North America.

    Equity Sponsor-Led Buyout: Lead investor in Senior Subordinated Notes and Equity co-investor

  • 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 | 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

  • 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

  • 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

  • Business Services

    DwellworksCurrent

    Dwellworks

    Cleveland, OH
    www.dwellworks.com

    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

  • Business Services

    Dwyer GroupCurrent

    Dwyer Group

    Waco, TX
    www.dwyergroup.com

    Dwyer Group is a franchisor of repair, maintenance and other services for customers in the residential and commercial markets. Dwyer Group 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

  • 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

  • Consumer | Food

    Florida Food ProductsCurrent

    Florida Food Products

    Eustis, FL
    floridafood.com

    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

  • 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

  • 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 | 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

    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

  • 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

  • Consumer | Food

    King JuiceCurrent

    King Juice

    Milwaukee, WI
    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

    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

  • Logistics

    Mode TransportationCurrent

    Mode Transportation

    Dallas, TX
    www.modetransportation.com

    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

  • 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

    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 | 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.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 | 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

  • 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 | 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

  • Industrial | Manufacturing

    Taylor Wharton InternationalCurrent

    Taylor Wharton International

    Harrisburg, PA
    twcryo.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

  • Consumer

    TaymaxCurrent

    Taymax

    Salem, NH
    www.planetfitness.com

    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

  • 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

  • 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

  • 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

  • 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

  • Healthcare | Manufacturing

    Z-MedicaCurrent

    Z-Medica

    Wallingford, CT
    www.z-medica.com

    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