Current Investments — Companies
Current Investments
COMPANIES
Learn more about our current investment portfolio.
PGS provides psychiatric and psychological assessments, therapy, crisis intervention, medication management, and more to elderly individuals via exclusive relationships with nursing homes and assisted living facilities.
CIP specializes in the sale, subsequent service, and parts replacement of submersible and above-ground pumps focused on an extremely diverse range of end-markets. While historically not a focus, CIP provides parts and service for the pump brands it distributes as well as other brands.
Broadpeak created the software platform called K3 which is a a no-code data integration SaaS platform is marketed to commodity trading firms to aggregate data amongst legacy systems and facilitates connectivity to financial exchanges and regulatory bodies. The resultant clean data enables BroadPeak to offer financial institutions and commodity traders services including: exchange integration, regulatory reporting, trade surveillance, and position limit management.
Spivey is a temporary traffic safety management (TTSM) equipment rental and service provider (e.g., lane closure planning, flagging, sanitation, etc.).
Big Box Storage is a leading portable storage and shipping company in San Diego, primarily servicing the residential segment.
SECTOR | B2B/Consumer Services
WEBSITE | www.westisle.ca
Westisle Heating and Cooling is one the largest residentially focused HVAC platforms focused on major municipalities north of Victoria.
SECTOR | B2B/Consumer Services
WEBSITE | www.fosterair.com
Foster Heating and Cooling was established in 1928 and is one of the largest and oldest commercially focused HVAC platforms on Vancouver Island.
SECTOR | B2B Services
WEBSITE | www.lifesupportsystems.com
LSS, founded in 1977, is an AED (automated electric defibrillator) service and maintenance provider offering equipment, monitoring, on-site service, and training.
P&S Machining and Fabrication (P&S), a full-service manufacturer of sheet metal fabricated and CNC machined components. The company’s services include laser cutting, punching, CNC and robotic bending, welding, CNC turning and milling, powder painting and assembly.
Pharmacy Specialists provides infusion medications and education to patients in home care settings and serves thousands of customers across the state of Texas with headquarters in the Dallas area. Delivering an array of medications including oral medications, compounds, specialty pharmacy items, with a primary focus on IV Infusion Therapy, patients are matched with a pharmacist and home health care partner to ensure each care plan is carefully executed.
Pacific West Mechanical (PacWest) is a plumbing and HVAC business serving the Greater Vancouver Regional District and is focused on the maintenance and service of multi-unit and high-rise residential buildings (100+ units).
One Source is an outcome-driven Managed Services Provider (MSP) with a mission to empower enterprises and multi-location businesses to take control of their wireless and wireline telecom connectivity expenses, IT/Telecom infrastructure and provide critical cybersecurity measures to keep corporate data and devices safe.
LexShares is a leading lower middle market litigation finance company established in 2014 . The company provides commercial litigants with funding in exchange for an interest in settlement proceeds.
dotCMS is a leading open-source content management system (CMS) that enables both large and small organizations to rapidly deliver personalized and engaging content across browsers, mobile devices, channels, second screens and endpoints from a single system.
The Change Companies develops and publishes evidence-based programs to support individuals undergoing substance abuse treatment, and its programs have been used in over 5,500 institutions and by over 25 million individuals.
Cornerstone serves the compliance needs of 18 different industries. Cornerstone has become one of the largest, highest-rated, and most experienced licensing companies preparing nearly 45,000 filings each year.
ILS provides litigation support, strategic consulting, e-Discovery services, and data hosting to the plaintiff-class, with over a decade of experience working on Mass Torts and Class Actions. The company has demonstrated continued success and services instrumental to their clients in winning cases beyond that of a traditional e-Discovery services provider.
Destroy Drive (DD) is a data destruction service provider working with clients globally both physically and remotely. DD can wipe data clean from hard drives in storage arrays and servers both at data centers and at colocation facilities.
M1 delivers merchandise and inventory planning to retailers both directly and via an expert affiliate program, each of which leverages its proprietary SaaS analytics platform. M1’s software helps retailers in deciding what to buy and when to maximize profitability both by store and by type of good.
AppWrap is a NetSuite Alliance Partner offering implementation, optimization, and ongoing support services to NetSuite customers in the technology industry. The Company provides named team members to clients (most are accountants/CPAs) for ticketing and support services along with in-depth analysis of bi-annual NetSuite product releases and updates.