Strategic Capital & Credit

Structured capital products, including private equity, commercial credit and sale-leaseback finance, that drive revenue growth, profitability, and equity value for middle market companies.

Treasury Solutions

Tools and solutions for business owners, smaller family offices, and their related companies and entities to turn treasury capital management into a profitable and strategic advantage.

Transformative Strategies

Independent thought, analysis-driven insights, network of connections, and institutional-grade capabilities drive growth, align capital with business strategy, drive shareholder value, and monetize it.

Co-Investment and Correspondence Relationships Network Built Since 1994

EXECUTED INVESTMENTS

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.

2026. Spring Cove Container. Martinsburg, PA. Buyout Capital Co-Investment.
2025. Schrock Metal Products. Akron, NY. . Buyout Capital Co-Investment.
2025. Amplify Publishing Group. Herndon, VA. Buyout Capital Co-Investment.
2025. Greenleaf Book Group. Austin, TX. Buyout Capital Co-Investment.
2025. Magnum Solace LLC. Houston, TX. Buyout Capital Co-Investment.
2025. Healed By The Ocean Group. Juno Beach, FL. Buyout Capital Co-Investment.
2024. True North Packaging, Inc. Webster, NY. Buyout Capital Co-Investment.
2024. Shawndra Products, Inc. Lima, NY. Buyout Capital Co-Investment. Sold to Cleanova, a PX3 Partners portfolio company, in 2024.
2023. The Crowdfunding Formula. Wilmington, DE. Growth Capital Investment.
2023. Laser Specialties, Inc. Tulsa, OK. Buyout Capital Co-Investment. Exited in 2025.
2022. Summit Steel & Manufacturing, Inc. Reading, PA. Buyout Capital Co-Investment. Exited in 2025.
2022. Johnny's Pizza House Franchisee Portfolio, New Orleans, LA. Buyout Capital Co-Investment. Sold and exited in 2024.
2021. Roome Technologies. Honeoye, NY. Buyout Capital Co-Investment. Sold to Cleanova, a PX3 Partners portfolio company, in 2024.
2021. Electro Surgical Instrument Co. Rochester, NY. Buyout Capital Co-Investment.
2021. FTT Manufacturing. Rochester, NY. Buyout Capital Co-Investment.
2021. Residential & Commercial Fire Protection, Inc. Buyout Capital Co-Investment.
2021. Package Design & Supply Co., Inc. Buffalo, NY. Buyout Capital Co-Investment.
2021. The Perfume Spot. Edison, NJ. Buyout Capital Co-Investment.
2021. ESI Precision CNC Systems. Rochester, NY Buyout Capital Co-Investment.
2021. WeStay Extended Stay Suites. Belle Chasse, LA. Acquisition Capital Co-Investment. Sold and exited in 2025.
2021. Swanson Fire Protection . Jacksonville, FL. Buyout Capital Co-Investment.
2020. Jet Edge Water Systems. St. Michael, MN. Buyout Capital Co-Investment.
2020. ET Precision Optics. Rochester, NY Buyout Capital Co-Investment.
2020. Dimension CJSC. Yerevan, Armenia. Growth Capital Investment. Sold and exited in 2025.
2019. Sidco Filter Co. Manchester, NY. Buyout Capital Co-Investment. Sold to Cleanova, a PX3 Partners portfolio company, in 2024.
2019. PTC Precision. Endwell, NY. Buyout Capital Co-Investment.
2018. Bank Loan Portfolio Acquisition Capital Co-Investment. Zagreb, Croatia.
2018. WeStay Extended Stay Suites Covington, LA. Acquisition Capital Co-Investment. Sold and exited in 2025.
2017. West Envelope & Print Manufacturing. Bell Gardens, CA. Buyout Capital Co-Investment. Golden Sold and exited in 2019.
2017. Obalna Plovidba ddo. Split, Croatia. Restructuring Capital Co-Investment. Exited in 2024.
2015. Amgraph Group. Ontario, CA. Sale-Leaseback Capital Investment.
2010. Co-Investment. Barthelsman Manufacturing. Rochester, NY. Buyout Capital Co-Investment. Sold to Fairchild Capital Partners in 2019.
2009. Lakefront Manufacturing. Rochester, NY. Buyout Capital Co-Investment. Sold and exited in 2019.
2008: Weco Manufacturing. Ontario, NY. Buyout Capital Co-Investment. Sold to Fairchild Capital Partners in 2019.
2007: PTR Mold & Tool. Meadville, PA Growth Capital Investment. Exited in 2015.
2006: American Cap Co. Sharon, PA. Growth Capital Investment. Exited in 2015.
2006. QXL Metals. Pittsburgh, PA. Sale-Leaseback Capital Investment. Sold to Weco Manufacturing in 2010.
2006. Excel Metal Fabrications. Pittsburgh, PA. Buyout Capital Investment. Sold to Weco Manufacturing in 2010.
2006. QFI Fabricating, Inc. Pittsburgh, PA. Buyout Capital Investment. Sold Weco Manufacturing in 2010.
2005. RDOC, Inc. Energy Storage Terminal. Doraville, GA. Buyout Capital Co-Investment.
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. Sale-leaseback Capital 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