Home
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.

Baseload Holdings
A permanent home for energy/utility services companies. Baseload partners with founder-owned, profitable businesses and supports long-term growth without the pressure of a short-term exit, operating with a decentralized model where existing leadership stays in charge.
Sector:
Industrial Services
Location:
United States (nationwide focus)
Led by:
Michael Sachse and Scott Neuman
Type:
Long Term Hold
Investment Date:
2026
Status:
Current
Website:
baseloadholdings.com

Six Five Partners
A search platform focused on acquiring founder-owned businesses in commercial and industrial services. Led by Mike Speaker, who previously acquired and served as Co-CEO of Revive Med Spa through a prior search fund, SixFive is pursuing recurring-revenue businesses with opportunities for operational improvement and add-on growth.
Sector:
Search Fund
Location:
New York, NY
Led by:
Mike Speaker
Type:
Traditional Search
Investment Date:
2026
Status:
Current
Website:
sixfivepartners.com
.png)
Haro Ross
A national accounting platform focused on serving SMB clients through local, relationship-driven partner firms. Led by Matt Walters, who previously helped build a top-100 accounting firm through 33 acquisitions in 18 months, Haro Ross is pursuing a disciplined roll-up strategy in tax, accounting, and advisory services.
Sector:
Business Services
Location:
National
Led by:
Matt Walters
Type:
Independent Sponsor
Investment Date:
2026
Status:
Current
Website:
haroross.com

Edenridge Partners
A traditional search fund targeting founder-owned businesses with mandatory recurring, regulation-anchored revenue and healthy cash flow. Edenridge is focused on Healthcare Compliance Infrastructure Services, with a buy-and-build approach targeting companies with $1.5M–$5M EBITDA.
Sector:
Healthcare / Compliance Services
Location:
United States (Midwest, Mid-Atlantic, Sunbelt)
Led by:
Jalen (Jay) Gipson
Type:
Traditional Search
Investment Date:
2026
Status:
Current
Website:
edenridgepartners.com

Sunline Group
A Florida-focused landscaping platform building a network of leading local landscape companies. Sunline preserves each acquired brand's identity while providing shared resources across landscape maintenance, tree care, irrigation, lighting, and design-build.
Sector:
Business Services
Location:
Fort Myers, FL
Led by:
Jordan Lusk. Sponsor: First Harbor Capital (Preston Phillips and Jordan Lusk).
Type:
Independent Sponsor
Investment Date:
2026
Status:
Current
Website:
sunlinegroup.com

Brumby Collective
A long term holding company that acquires and builds founder-owned accounting and financial services firms to hold for decades. Led by operators who scaled AI-enabled services at Eudia and helped build Alpine Investors' accounting platform, Brumby Collective lets each firm keep its independence, culture, and client relationships while gaining shared capital, talent, and technology.
Sector:
Business Services
Location:
USA
Led by:
Ananth Cherukupally and Jordan Lukiewski
Type:
Long Term Hold
Investment Date:
2026
Status:
Current
Website:
brumbycollective.com
Deephaven Legacy Partners
A traditional search fund led by a recent Wharton MBA and former healthcare private equity investor, seeking to acquire and operate a single high-quality business for the long term.
Sector:
Search Fund
Location:
Salt Lake City, UT
Led by:
Matt Keepman
Type:
Traditional Search
Investment Date:
2026
Status:
Current
Website:
deephavenlegacy.com

Gauge Industrial Group
A long-term holding company that acquires and grows independent environmental, health, and safety compliance firms serving manufacturers, utilities, and infrastructure operators. Led by co-founders with investing backgrounds at TPG Capital and K1 Investment Management, Gauge equips each firm with Forge, its proprietary AI platform that automates compliance reporting and field documentation.
Sector:
Business Services
Location:
San Francisco, CA
Led by:
Cole Hersowitz and Landon Martin
Type:
Long Term Hold
Investment Date:
2026
Status:
Current
Website:
gaugeindustrial.com