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Investment Portfolio
Investment Portfolio
We Back Exceptional Entrepreneurs and Enduring Companies Across Industries, Deal Types, and Growth Stages
Explore Our Investments
Browse our portfolio companies — filter by deal type, sector, year, or status.
Steel River
An industrial services platform executing a disciplined buy-and-build strategy in niche verticals. Its foundational acquisition, CraneTech, specializes in the inspection, repair, and manufacturing of industrial overhead cranes.
Sector:
Industrial Services
Location:
Locations throughout the US
Led by:
Austin King and Eric Factor
Type:
Long Term Hold
Investment Date:
2024
Status:
Current
Website:
steelriver.co

Union Software Group
A long term holding company that acquires, builds, and grows high-quality vertical market software businesses. Its cornerstone acquisition, BusPlanner, is the leading provider of student transportation and logistics software in Canada.
Sector:
Technology
Location:
Ontario, Canada
Led by:
Steve Lau, Rameez Ansari, and Umar Mir
Type:
Long Term Hold
Investment Date:
2024
Status:
Current
Website:
unionsoftwaregroup.com

Pay4Leads
A differentiated digital marketing and lead generation firm for the residential services industry. The company provides qualified, exclusive leads to thousands of contractors, with a primary focus on the tree care sector.
Sector:
Business Services
Location:
Exton, PA
Led by:
Chris Dowd. Sponsor: Liftout Capital (Bo Sutton and Eric Wolf).
Type:
Independent Sponsor
Investment Date:
2024
Status:
Current
Website:
pay4leads.com

Swoogo
An agile, all-in-one event management software platform that gives organizers maximum control over their branding and event experiences. Swoogo empowers users to run webinars, in-person conferences, and hybrid events with unlimited flexibility.
Sector:
Technology
Location:
Global
Led by:
Chris Sykes
Type:
Traditional Search
Investment Date:
2025
Status:
Current
Website:
swoogo.events

Oakmont Education
A specialized charter school management company dedicated to dropout prevention and credit recovery for at-risk students. Oakmont operates multiple campuses across Ohio and Iowa, providing crucial alternative educational pathways.
Sector:
Education
Location:
Akron, OH
Led by:
Nate Miller
Type:
Traditional Search
Investment Date:
2024
Status:
Current
Website:
oakmontedu.org

TelcoBridges
A specialized developer and manufacturer of high-performance telecommunications hardware and software. TelcoBridges provides essential gateway solutions that enable interoperability between legacy and modern communication networks for clients worldwide.
Sector:
Technology
Location:
Quebec, Canada
Led by:
Maximilien Le Sieur
Type:
Self Funded Search
Investment Date:
2024
Status:
Current
Website:
telcobridges.com

OnPoint Generators
A specialized provider of electric generator solutions, offering sales, service, maintenance, and rentals. OnPoint is executing a buy-and-build strategy to create a leading dealership network serving critical power needs across California.
Sector:
Industrial Services
Location:
Northern California
Led by:
Nick Haschka
Type:
Self Funded Search
Investment Date:
2024
Status:
Current
Website:
onpointgen.com

Sabrepak
A leading value-added manufacturer and distributor of industrial tapes, labels, and packaging supplies. Sabrepak serves as a critical supply chain partner to a diverse customer base across North America.
Sector:
Industrial Services
Location:
Ontario, Canada
Led by:
Oskar Borzyminski
Type:
Self Funded Search
Investment Date:
2024
Status:
Current
Website:
sabrepak.com

Paradosi Partners
A traditional search fund led by two experienced mid-career professionals from Bain & Company, seeking to acquire and operate a single high-quality business.
Sector:
Search Fund
Location:
Chicago and New York
Led by:
James Penz and Thu Ra
Type:
Traditional Search
Investment Date:
2024
Status:
Current
Website:
paradosipartners.com