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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.

Chemistrie
A leading developer and distributor of innovative eyewear for independent eye care professionals. Chemistrie is known for its proprietary brands and technologies, including a magnetic lens layering system, which allows users to easily add sun, blue-light, or reader lenses to any pair of glasses.
Sector:
Consumer Services
Location:
Pittsburgh, PA
Led by:
Caitlin Northup. Sponsor: Axo Equity (Ben Rollins and Dan Bruton).
Type:
Independent Sponsor
Investment Date:
2025
Status:
Current
Website:
forecps.com
Roxbury & Co.
A traditional search fund led by a Harvard Business School graduate, focused on acquiring and operating a single exceptional business.
Sector:
Search Fund
Location:
Los Angeles, CA and Dallas, TX
Led by:
Jameel Adeniji
Type:
Traditional Search
Investment Date:
2025
Status:
Current
Website:
theroxburyco.com
Catalex Network
A management services organization (MSO) building a network of boutique law firms. Catalex provides operational support and strategic resources, enabling talented lawyers to focus on delivering superior client service.
Sector:
Business Services
Location:
Los Angeles, CA
Led by:
Britt Gary, Jeff Goldenhersh and Jesse Hamilton
Type:
Long Term Hold
Investment Date:
2025
Status:
Current
Website:
catalexnetwork.com
Pathfinder Brands
Leading e-commerce consolidator.
Sector:
Consumer Services
Location:
New York, NY
Led by:
Leif Frey and Adam Lifshiftz
Type:
Long Term Hold
Investment Date:
2025
Status:
Current
Website:
pathfinderbrands.co
Springdale Industries
Permanent capital vehicle for buy and build platforms backed by the founders from ZBS Partners.
Sector:
Across various industries
Location:
New York, NY
Led by:
Jake Sloane and Frank Zhang
Type:
Long Term Hold
Investment Date:
2025
Status:
Current
Website:
springdaleindustries.com
Nico’s Search Partners
A traditional search fund led by a Wharton JD / MBA graduate, focused on acquiring and operating a single exceptional business.
Sector:
Search Fund
Location:
San Francisco, CA
Led by:
Nico Goldberg
Type:
Traditional Search
Investment Date:
2025
Status:
Current
Website:
partnerwithnico.com
Periscope Harbor Partners
A traditional search fund led by a US Navy Nuclear Submarine Officer & Scuba Diver and Wharton MBA graduate, focused on acquiring and operating a single exceptional business.
Sector:
Search Fund
Location:
San Diego, CA
Led by:
Barry Cruvant
Type:
Traditional Search
Investment Date:
2025
Status:
Current
Website:
periscopeharbor.com
Granville Peak
A traditional search fund led by a Wharton MBA graduate, focused on acquiring and operating a single exceptional business.
Sector:
Search Fund
Location:
New York, NY
Led by:
Jeffrey Hou
Type:
Traditional Search
Investment Date:
2025
Status:
Current
Website:
granvillepeak.com
Rent To Retirement
Rent to Retirement provides turnkey rental properties across U.S. markets, offering investors a fully managed path to building passive income. The company handles sourcing, renovation, leasing, and property management, enabling simple and consistent long-term real-estate ownership.
Sector:
Consumer Services
Location:
Denver, CO
Led by:
Zach Lemaster. Sponsor: Calidant Capital (Drew Bagot and David Lai).
Type:
Independent Sponsor
Investment Date:
2025
Status:
Current
Website:
renttoretirement.com