Portfolio Companies
Our portfolio represents a diversified collection of profitable B2B businesses enhanced through systematic technology enablement and operational excellence.
Portfolio Companies
Active investments across multiple sectors
Total Revenue
Combined annual recurring revenue
Average Growth
Post-acquisition revenue growth
Value Creation in Action
Each portfolio company benefits from our systematic approach to technology enablement, operational improvement, and strategic growth acceleration.
Portfolio Case Studies
Representative examples of our value creation methodology across diverse B2B sectors
Precision Manufacturing Partner
Specialty manufacturing company serving industrial clients with custom fabrication and assembly services. 25-year operational history with blue-chip customer relationships.
Annual Revenue at Acquisition
Current Annual Revenue
Value Creation Initiatives
ERP Implementation
Integrated inventory, production, and financial systems
Automation Investment
CNC equipment upgrades and process optimization
Customer Expansion
New market penetration and service line extensions
Quality Systems
ISO certification and lean manufacturing principles
18 months post-acquisition
Medical Equipment Solutions
Specialized medical equipment leasing and service company with recurring revenue model serving hospitals and clinics across three states.
Annual Revenue at Acquisition
Current Annual Revenue
Technology Transformation
IoT Integration
Remote monitoring and predictive maintenance
Customer Portal
Self-service platform for service requests and billing
Data Analytics
Business intelligence and performance dashboards
Geographic Expansion
Two new markets with digital-first approach
24 months post-acquisition
Industry-Specific SaaS Platform
Vertical SaaS solution serving niche industry with recurring subscription model and strong customer retention metrics.
Annual Revenue at Acquisition
Current Annual Revenue
Growth Acceleration
Product Enhancement
AI-powered features and mobile capabilities
Sales Optimization
Inside sales team and marketing automation
Customer Success
Dedicated success team and onboarding process
Partnership Channel
Strategic integrations and reseller network
30 months post-acquisition
Sector Diversification
Our portfolio spans multiple industries to reduce concentration risk while maintaining focus on B2B recurring revenue models.
Manufacturing
Specialized manufacturing and industrial services with recurring maintenance contracts.
Healthcare
Medical equipment services and healthcare technology solutions with subscription models.
Software
Vertical SaaS platforms and B2B software solutions with high retention rates.
Services
Professional services and business process outsourcing with long-term client relationships.
Portfolio Performance
Consistent value creation across our portfolio through systematic application of our technology enablement methodology.
Average annual growth across portfolio
Margin expansion through operational excellence
Portfolio companies with implemented technology solutions
Key Success Factors
Technology Integration
Systematic implementation of AI, automation, and digital solutions
Management Partnership
Collaborative approach preserving culture while driving growth
Market Expansion
Strategic growth through new markets and service offerings
Interested in Our Portfolio?
Learn more about our value creation methodology and how we systematically enhance business performance across diverse B2B sectors.