Current Investments — Companies

Current Investments

COMPANIES

Learn more about our current investment portfolio.

INDUSTRY  |  Cellular Connectivity Services

YEAR ACQUIRED  |  2025

WEBSITE  |  www.atlantictechnologygroup.com

Established in 2002 and headquartered in Rockville, Maryland, Atlantic Technology Group is a professional organization dedicated to creating value for our clients as a Total Solution Provider of mobility applications, devices, In-Building Amplification, and lifecycle management services.

INDUSTRY  |  Property Tax Solutions

YEAR ACQUIRED  |  2025

WEBSITE  |  www.resolutepts.com/

Resolute Property Tax Solutions is an industry leader in Property Tax Consulting. They are experienced, knowledgeable professionals who always stay well-informed on the latest Tax Code changes in order to maintain our superior customer service.

INDUSTRY  |  Pediatric ABA Therapy

YEAR ACQUIRED  |  2024

WEBSITE  |  www.thehelmaba.com/

The Helm ABA is a values-driven ABA organization dedicated to decreasing problem behavior, increasing communication, and improving the quality of life for children and families affected by autism.

INDUSTRY  |  Med Spa

YEAR ACQUIRED  |  2024

WEBSITE  |  www.foreveragelessinc.com/

Forever Ageless is a premier medical spa located in Newport Beach, California, specializing in non-surgical aesthetic and regenerative treatments designed to help clients look and feel their best at every age. 

INDUSTRY  |  Addiction Treatment

YEAR ACQUIRED  |  2024

WEBSITE  |  www.windmillwellnessranch.com/

Located on a 75-acre ranch settled in 1840 in the beautiful Texas Hill Country, Windmill Wellness Ranch is a co-occurring inpatient and outpatient treatment center specializing in trauma therapies, substance use disorder, and mental illness.

INDUSTRY  |  Charter School Management

YEAR ACQUIRED  |  2024

WEBSITE  |  www.oakmontedu.org/

Oakmont Education is an experienced charter school operator that re-engages opportunity youth on their unique pathways. 

INDUSTRY  |  Laboratory Testing

YEAR ACQUIRED  |  2024

WEBSITE  |  https://www.dhalab.com/

DHA Laboratory is a specialized clinical laboratory which provides services defined by 35+ years of experience in the industry. Their Kryptopyrrole procedure has been used on over 50,000 patients with conditions ranging from autism to AD(H)D to other behavioral and emotional conditions.

INDUSTRY  |  HVAC Services

YEAR ACQUIRED  |  2024

WEBSITE  |  www.westisle.ca

Westisle Heating and Cooling is one the largest residentially focused HVAC platforms focused on major municipalities north of Victoria.

INDUSTRY  |  HVAC Services

YEAR ACQUIRED  |  2024

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.

INDUSTRY  |  Emergency Readiness Solutions

YEAR ACQUIRED  |  2024

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.

INDUSTRY  |  Industrial Equipment

YEAR ACQUIRED  |  2023

WEBSITE  |  www.cipumps.com

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.

INDUSTRY  |  Financial Technology

YEAR ACQUIRED  |  2023

WEBSITE  |  www.broadpeaksolutions.io

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.

INDUSTRY  |  Public Works Services

YEAR ACQUIRED  |  2023

WEBSITE  |  www.spivey-services.com

Spivey is a temporary traffic safety management (TTSM) equipment rental and service provider (e.g., lane closure planning, flagging, sanitation, etc.).

INDUSTRY  |  Storage/Moving

YEAR ACQUIRED  |  2023

WEBSITE  |  www.bigbox.com

Big Box Storage is a leading portable storage and shipping company in San Diego, primarily servicing the residential segment.

INDUSTRY  |  Healthcare Services

YEAR ACQUIRED  |  2022

WEBSITE  |  www.pgs-nhcare.com

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.

INDUSTRY  |  Manufacturing

YEAR ACQUIRED  |  2022

WEBSITE  |  www.psmachine.com

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.

INDUSTRY  |  Cyber Security

YEAR ACQUIRED  |  2022

WEBSITE  |  www.berylliuminfosec.com/

Beryllium InfoSec has decades of experience helping DoD contractors meet cybersecurity standards & requirements, such as DFARS 252.204-7012, CMMC, NIST 800-171 and NIST 800-53. Empower your organization to meet today’s requirements and tomorrow’s challenges.

INDUSTRY  |  IT Services

YEAR ACQUIRED  |  2022

WEBSITE  |  www.destroydrive.com

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.

INDUSTRY  |  Software

YEAR ACQUIRED  |  2022

WEBSITE  |  www.management-one.com

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.

INDUSTRY  |  IT Consulting

YEAR ACQUIRED  |  2022

WEBSITE  |  www.appwrap.tech

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.

INDUSTRY  |  Marine Business Development

YEAR ACQUIRED  |  2022

WEBSITE  |  www.shorelifebrands.com

Shorelife Brands specializes in acquiring and scaling industry-leading marine companies. From dockbuilders to waterfront innovators, they provide the tools, resources, and expertise to secure long-term success without compromising the values that built your business.

INDUSTRY  |  Mechanical Contracting

YEAR ACQUIRED  |  2022

WEBSITE  |  www.pacificwestmechanical.com

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).

INDUSTRY  |  IT Advisory & Managed Services

YEAR ACQUIRED  |  2021

WEBSITE  |  www.onesource.net

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.

INDUSTRY  |  Financial Services

YEAR ACQUIRED  |  2021

WEBSITE  |  www.lexshares.com

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.

INDUSTRY  |  Software

YEAR ACQUIRED  |  2021

WEBSITE  |  www.dotcms.com

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.

INDUSTRY  |  Financial Services

YEAR ACQUIRED  |  2021

WEBSITE  |  www.cornerstonesupport.com

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.

INDUSTRY  |  Education

YEAR ACQUIRED  |  2021

WEBSITE  |  www.changecompanies.net

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.

INDUSTRY  |  Legal

YEAR ACQUIRED  |  2021

WEBSITE  |  www.ilsteam.com

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.