We target differentiated sources of return by allocating capital to buyout, growth, and recapitalization transactions directly, co-investing with a select network of seasoned entrepreneurs, private equity sponsors, family offices, and institutional investors
We invest between $500,000 and $15,000,000 per business, as passive non-controlling investors
We like businesses with $2 million or more EBITDA, with relatively stable revenues, within stable industries
We aim to provide capital to take businesses to the next level, including through acquisitions and expansion
Our capital can be used to pay down debt, freeing companies to execute growth strategies, and reducing owners’ risks
Often, a portion of our invested capital is paid out to the business owner to diversify wealth
Usually, we are invited to join the company board or advisory board, to help with growth strategies
EXECUTED INVESTMENTS
Important Notice on the Information Herein: For information purposes only, and shall not serve as an endorsement of any entities or companies. It does not constitute investment advice or recommend investing in any of the companies. Does not solicit investing with us. To be viewed with a knowledge that private equity is a high-risk investment asset class. Implies that we are a "qualified" investor, able to understand and manage risks related to these type of investments.
2024. Buyout Capital Co-Investment. True North Packaging, Inc. Webster, NY.
2024. Buyout Capital Co-Investment. Shawndra Products, Inc. Lima, NY. Sold to Cleanova, a PX3 Partners portfolio company, in 2024.
2023. Growth Capital Investment. The Crowdfunding Formula. Wilmington, DE.
2023. Buyout Capital Co-Investment. Laser Specialties, Inc. Tulsa, OK.
2022. Buyout Capital Co-Investment. Summit Steel & Manufacturing, Inc. Reading, PA
2022. Buyout Capital Co-Investment. Johnny's Pizza House Franchisee Portfolio, New Orleans, LA. Sold to JP Hospitality Group in 2024.
2021. Buyout Capital Co-Investment. Roome Technologies. Honeoye, NY. Sold to Cleanova, a PX3 Partners portfolio company, in 2024.
2021. Buyout Capital Co-Investment. Electro Surgical Instrument Co. Rochester, NY.
2021. Buyout Capital Co-Investment. FTT Manufacturing. Rochester, NY.
2021. Buyout Capital Co-Investment. Residential & Commercial Fire Protection, Inc. Waldorf, MD.
2021. Buyout Capital Co-Investment. Package Design & Supply Co., Inc. Buffalo, NY.
2021. Buyout Capital Co-Investment. The Perfume Spot. Edison, NJ.
2021. Acquisition Capital Co-Investment. WeStay Extended Stay Suites. Belle Chasse, LA
2021. Buyout Capital Co-Investment. Swanson Fire Protection . Jacksonville, FL.
2020. Buyout Capital Co-Investment. Jet Edge Water Systems. St. Michael, MN.
2020. Buyout Capital Co-Investment. ET Precision Optics. Rochester, NY
2020. Growth Capital Investment. Dimension CJSC. Yerevan, Armenia.
2019. Buyout Capital Co-Investment. Sidco Filter Co. Manchester, NY. Sold to Cleanova, a PX3 Partners portfolio company, in 2024.
2019. Buyout Capital Co-Investment. PTC Precision. Endwell, NY.
2018. Bank Loan Portfolio Acquisition Capital Co-Investment. Zagreb, Croatia.
2018. Acquisition Capital Co-Investment. WeStay Extended Stay Suites Covington, LA
2017. Buyout Capital Co-Investment. Golden West Envelope & Print Manufacturing. Bell Gardens, CA. Sold to Everyday Envelope in 2019.
2017. Restructuring Capital Co-Investment. Obalna Plovidba ddo. Split, Croatia.
2015. Sale-Leaseback Capital Investment. Amgraph Group. Ontario, CA.
2012. Public Equity Block Ownership Acquisition. Pep Boys Auto Parts Inc. Philadelphia, PA. Block sold to Icahn Enterprises as part of 2016 buyout.
2010. Public Equity Block Ownership Acquisition. Blonder Tongue Laboratories. Old Bridge, NJ. Block traded away in 2012.
2010. Buyout Capital Co-Investment. Barthelsman Manufacturing. Rochester, NY. Sold to Fairchild Capital Partners in 2019.
2009. Public Equity Block Ownership Acquisition. Zareba Systems. Lititz, PA. Block traded away in 2010.
2009. Public Equity Block Ownership Acquisition. Peco II Inc. Defiance, OH. Sold to Lineage Power, a Gores Group portfolio company, in 2010.
2009. Buyout Capital Co-Investment. Lakefront Manufacturing. Rochester, NY.
2008: Buyout Capital Co-Investment. Weco Manufacturing. Ontario, NY. Sold to Fairchild Capital Partners in 2019.
2007: Growth Capital Investment. PTR Mold & Tool. Meadville, PA
2006: Growth Capital Investment. American Cap Co. Sharon, PA
2006. Sale-Leaseback Capital Investment. QXL Metals. Pittsburgh, PA. Sold to Weco Manufacturing in 2010.
2006. Buyout Capital Investment. Excel Metal Fabrications. Pittsburgh, PA. Sold to Weco Manufacturing in 2010.
2006. Buyout Capital Investment. QFI Fabricating, Inc. Pittsburgh, PA. Sold Weco Manufacturing in 2010.
2005. Buyout Capital Co-Investment. RDOC, Inc. Energy Storage Terminal. Doraville, GA.
2004. Sale-Leaseback Capital Investment. Auto Indulgence Portfolio. Atlanta, GA.
2004. Sale-Leaseback Capital Co-Investment. RBC Centura Bank Portfolio. Atlanta, GA.
2004. Sale-Leaseback Capital Co-Investment. Heritage Bank. Morrow, GA.
2003. Sale-Leaseback Capital Investment. Grade, Inc. Portfolio. Atlanta, GA.
2003. Growth Private Equity Co-Investment. Nanston Dental Clinics. Atlanta, GA. Sold to Great Expressions Dental Clinics, an Audax Portfolio Co, in 2010.
2003. Sale-Leaseback Capital Investment. Indoor Corp. Marathon Portfolio. Atlanta, GA.
2002. Sale-Leaseback Capital Investment. Nanston Dental Clinics. Atlanta, GA
2002. Sale-Leaseback Capital Investment. Fish Camp Restaurants Portfolio. Atlanta, GA.
2002. Buyout Capital Co-Investment. Taco Partners LLC Taco Bell Portfolio. Southeast U.S.
1998. Sale-Leaseback Capital Investment. RDOC, Inc. Shell Portfolio. Atlanta, GA.
1998. Sale-Leaseback Capital Investment. Fuel Marketing Inc. / Phillips 66 Portfolio. Atlanta, GA