Triage Staffing

Omaha, NE

365 Retail Markets

Troy, MI

Bamboo Rose

Gloucester, MA

Seven10

North Andover, MA

United Real Estate Group

Kansas City, MO

Signal 88 Security

Omaha, NE

HHA eXchange

Long Island City, NY

TriMech

Glen Allen, VA

Remi

Charlotte, NC

Altair Global

Plano, TX

Environmental Planning Group

Phoenix, AZ

SKC Communications

Shawnee, KS

Advantor Systems

Orlando, FL

SAFE Boats

Port Orchard, WA

Life Care Services

Des Moines, IA

Southwest Value Partners

San Diego, CA

Guild Mortgage

San Diego, CA

Adesta

Omaha, NE

AmeriSphere

Omaha, NE

Bearence

Des Moines, IA

Benaissance

Omaha, NE

Cabela’s Incorporated

Sidney, NE

CoSentry

Omaha, NE

DSCI

Boston, MA

Election Systems & Software

Omaha, NE

Guild Mortgage

San Diego, CA

MarketSphere Consulting

Omaha, NE

Medical Solutions

Omaha, NE

NRG Media

Cedar Rapids, IA

Prospect Brands

Greensboro, SC

Peak 10

Charlotte, NC

Vornado Air

Wichita, KS

Bridges Trust

Omaha, NE

Lateef Investment Management

Greenbrae, CA

Triage Staffing

Investment Type

Recapitalization

Leadership

John Maaske

Founder & CEO

McCarthy Team

Brian Zaversnik

Kara Davey

Investment Type

Recapitalization

Leadership

John Maaske

Founder & CEO

McCarthy Team

Brian Zaversnik

Vice President

Kara Davey

Associate
Founded in 2006, Triage started as a boutique medical staffing agency specializing in radiology and quickly grew into a full-service staffing solution serving nursing, laboratory, rehabilitation and radiology. Recognized by Inc. Magazine for three consecutive years as one of the fastest growing companies in America, Triage has evolved while still maintaining a boutique-service edge.  Triage matches traveling professionals with hospitals, long-term care facilities, radiology centers, laboratories and other healthcare organizations.

Website

365 Retail Markets

Investment Type

Recapitalization

Leadership

Joe Hessling

Founder & CEO

McCarthy Team

Patrick Duffy

Chase Meyer

BJ Hansen

Investment Type

Recapitalization

Leadership

Joe Hessling

Founder & CEO

McCarthy Team

Patrick Duffy

President and Managing Partner

Chase Meyer

Principal

BJ Hansen

Vice President
365 Retail Markets is the leading designer, developer, and supplier of unattended and highly-automated self-checkout, vending, and point of sale foodservice technology. The Company offers a suite of hardware and software-as-aservice “SaaS” technology solutions for self-service food markets including MicroMarkets, vending machines, NanoMarkets and cafeterias.

Website

Bamboo Rose

Investment Type

Recapitalization & Growth

Leadership

Sue Welch

CEO

McCarthy Team

Phil Dudley

Bob Emmert

Kara Davey

Investment Type

Recapitalization & Growth

Leadership

Sue Welch

CEO

McCarthy Team

Phil Dudley

Principal

Bob Emmert

Managing Partner

Kara Davey

Associate
Bamboo Rose is a leading provider of software solutions to the retail industry.  Bamboo Rose is the only B2B marketplace powered by proven trade engines for product and supply chain management, enabling retailers and suppliers to collaboratively and continuously discover, develop, and deliver ideas and products to diverse markets around the world.

Website

Seven10

Investment Type

Recapitalization & Growth

Leadership

Bobby Moulton

CEO

McCarthy Team

Bob Emmert

Phil Dudley

Matthew Breunsbach

Investment Type

Recapitalization & Growth

Leadership

Bobby Moulton

CEO

McCarthy Team

Bob Emmert

Managing Partner

Phil Dudley

Principal

Matthew Breunsbach

Vice President
Seven10 is a leading provider of enterprise software-defined-storage software solutions and fully automated file migrations to customers across healthcare, financial services, government, education, and other compliance-driven services sectors. Seven10’s Storfirst platform enables organizations to effectively and seamlessly migrate, manage, and protect increasing volumes of unstructured data in an intelligent and secure manner across nearly all leading storage hardware and cloud platforms.

Website

United Real Estate Group

Investment Type

Recapitalization & Growth

Leadership

Dan Duffy

CEO

McCarthy Team

Patrick Duffy

Brian Zaversnik

Matthew Breunsbach

Investment Type

Recapitalization & Growth

Leadership

Dan Duffy

CEO

McCarthy Team

Patrick Duffy

President and Managing Partner

Brian Zaversnik

Vice President

Matthew Breunsbach

Vice President
United Real Estate Group, operating the United Country Real Estate and United Real Estate brands, is the leading fully integrated network of conventional and auction real estate professionals globally. The two brands combined address the unique markets they serve, rural and urban, with exclusive marketing, technology and training solutions. Together the United brands support nearly 600 offices and 5,000 real estate professionals across four continents with a unique, comprehensive marketing program that includes one of the largest portfolios of real estate websites, the largest internal real estate marketing services company, an extensive buyer database of more than 550,000 opt-in buyers, and regional, national and international advertising programs for properties. United Country Real Estate Website United Real Estate Website

Signal 88 Security

Investment Type

Recapitalization & Growth

Leadership

Reed Nyffeler

CEO

McCarthy Team

Brian Zaversnik

Justin Disch

Investment Type

Recapitalization & Growth

Leadership

Reed Nyffeler

CEO

McCarthy Team

Brian Zaversnik

Vice President

Justin Disch

Associate
Signal 88 Security is the leading franchisor of contracted security services in North America. Signal 88 offers law enforcement and community-based security personnel, incorporating state-of-the-art technology, to provide customized security services to the business community. Each franchise provides a combination of roving patrol and dedicated guard services to create a deterrent effect from strong security presence.

Website

HHA eXchange

Investment Type

Recapitalization & Growth

Leadership

Greg Strobel

President & CEO

McCarthy Team

Patrick Duffy

Phil Dudley

Investment Type

Recapitalization & Growth

Leadership

Greg Strobel

President & CEO

McCarthy Team

Patrick Duffy

President and Managing Partner

Phil Dudley

Principal
HHAeXchange is a leading provider of healthcare software solutions to the home care industry. HHAX’s Software-as-a-Service solutions serve both home care agencies and their payers.

Website

TriMech

Investment Type

Recapitalization

Leadership

Steve Pelham

CEO

McCarthy Team

Bob Emmert

BJ Hansen

Investment Type

Recapitalization

Leadership

Steve Pelham

CEO

McCarthy Team

Bob Emmert

Managing Partner

BJ Hansen

Vice President
TriMech is an engineering technology firm that offers a complete line of engineering software packages, support and training, 3D prototyping and digital manufacturing equipment and specialized recruiting services.

Website

Remi

Investment Type

Recapitalization

Leadership

Dan Schuster

Founder & CEO

Brent Howison

President

McCarthy Team

Bob Emmert

Phil Dudley

Investment Type

Recapitalization

Leadership

Dan Schuster

Founder & CEO

Brent Howison

President

McCarthy Team

Bob Emmert

Managing Partner

Phil Dudley

Principal
Remi is a leading provider of equipment maintenance management programs for the healthcare, higher education, government and commercial market segments nationwide.  The Company’s programs reduce a client’s cost of maintaining its portfolio of equipment while delivering improved equipment performance, reduced equipment downtime and enhanced customer satisfaction.

Website

Altair Global

Investment Type

Management Buyout

Leadership

Chad Sterling

CEO

Kathryn Cassidy

President & COO

McCarthy Team

Patrick Duffy

Chase Meyer

Kara Davey

Investment Type

Management Buyout

Leadership

Chad Sterling

CEO

Kathryn Cassidy

President & COO

McCarthy Team

Patrick Duffy

President and Managing Partner

Chase Meyer

Principal

Kara Davey

Associate
Altair Global is an independent, full-service relocation management company offering a comprehensive selection of U.S. and international mobility solutions. Altair’s clients are some of the most recognized names in today’s global business community.

Website

Environmental Planning Group

Investment Type

Recapitalization

Leadership

Randy Palmer

President & CEO

McCarthy Team

Mike Meyer

Chase Meyer

Investment Type

Recapitalization

Leadership

Randy Palmer

President & CEO

McCarthy Team

Mike Meyer

Operating Partner

Chase Meyer

Principal
Environmental Planning Group (EPG) is an environmental consulting firm offering services in environmental planning, landscape architecture, land use planning, biological and cultural resources, earth sciences, paleontology, public involvement, Geographic Information Systems and environmental compliance.  EPG has a leading market position in the western U.S.

Website

SKC Communications

Investment Type

Recapitalization

Leadership

Tray Vedock

President & CEO

McCarthy Team

Brian Zaversnik

Matthew Breunsbach

Investment Type

Recapitalization

Leadership

Tray Vedock

President & CEO

McCarthy Team

Brian Zaversnik

Vice President

Matthew Breunsbach

Vice President
SKC Communications is a leading full-service provider of communication solutions to enterprise and government customers, offering products and services in video conferencing, voice, headsets and audio/visual.

Website

Advantor Systems

Investment Type

Recapitalization & Growth

Leadership

Richard Clifton

CEO

Jeff Whirley

President

McCarthy Team

Bob Emmert

Phil Dudley

Investment Type

Recapitalization & Growth

Leadership

Richard Clifton

CEO

Jeff Whirley

President

McCarthy Team

Bob Emmert

Managing Partner

Phil Dudley

Principal
Advantor Systems is a leading designer and integrator of physical security systems with extensive experience securing high-profile government and commercial organizations. Through its Veristream subsidiary, the Company also provides turnkey visitor management software systems for commercial enterprise, small business and multi-tenant commercial office buildings.

Website

SAFE Boats

Investment Type

Recapitalization & Growth

Leadership

Richard Schwarz

CEO

McCarthy Team

Mike McCarthy

Justin Disch

Investment Type

Recapitalization & Growth

Leadership

Richard Schwarz

CEO

McCarthy Team

Mike McCarthy

Partner

Justin Disch

Associate
SAFE Boats is a specialty manufacturer of high performance boats for domestic military, international military, law enforcement, search and rescue and private customers.

Website

Life Care Services

Investment Type

Recapitalization & Growth

Leadership

Ed Kenny

Chairman & CEO

Joel Nelson

President & COO

McCarthy Team

Patrick Duffy

Brian Zaversnik

Investment Type

Recapitalization & Growth

Leadership

Ed Kenny

Chairman & CEO

Joel Nelson

President & COO

McCarthy Team

Patrick Duffy

President and Managing Partner

Brian Zaversnik

Vice President
Life Care Services (LCS) is a national leader in providing services to senior living communities. The company operates six business lines focusing on operations management, home health care, development, community ownership, insurance and national procurement.  

Website

Southwest Value Partners

Leadership

Mark Schlossberg

Managing Director

McCarthy Team

Teri Mercer

Leadership

Mark Schlossberg

Managing Director

McCarthy Team

Teri Mercer

Chief Financial Officer
Southwest Value Partners is a real estate investment company with a national focus on real estate opportunities.

Website

Guild Mortgage

Investment Type

Recapitalization

Leadership

Mary Ann McGarry

President & CEO

McCarthy Team

Mike Meyer

Justin Disch

Investment Type

Recapitalization

Leadership

Mary Ann McGarry

President & CEO

McCarthy Team

Mike Meyer

Operating Partner

Justin Disch

Associate
Guild Mortgage was founded in 1960 and is a privately owned mortgage banking company focused on originating, servicing and selling residential loan products primarily in California and other western states. Guild Mortgage offers a range of residential mortgage products primarily designed to meet the needs of high credit-quality (prime) borrowers.

Website

Bridges Trust

Investment Type

Other Affiliated Investment*

Leadership

Edson "Ted" Bridges III

CEO

Investment Type

Other Affiliated Investment*

Leadership

Edson "Ted" Bridges III

CEO
Bridges Trust Company is the largest independent fiduciary in the state of Nebraska. The company provides trust and estate services, administration as well as customized wealth transfer services and family office services. Its affiliate, Bridges Investment Management, provides comprehensive wealth planning and investment services to individuals, business owners, endowments, foundations, retirement plans and trusts. Bridges Investment Management is registered as an investment advisor with the Securities and Exchange Commission. *see legal for more information

Website

Lateef Investment Management

Investment Type

Other Affiliated Investment*

Leadership

Quoc Tran

Chief Investment Officer

Investment Type

Other Affiliated Investment*

Leadership

Quoc Tran

Chief Investment Officer
Lateef Investment Management provides professional portfolio management to institutions and high net worth individuals through separately managed accounts and the Lateef Fund. Lateef invests in a broadly diversified group of 15 to 25 high-quality companies for the long-term. Lateef Investment Management is registered as an investment advisor with the Securities and Exchange Commission.   *see legal for more information

Website

Adesta

Investment Type

Management Buyout

Investment Status

Realized 2009

McCarthy Team

Mike McCarthy

Investment Type

Management Buyout

Investment Status

Realized 2009

McCarthy Team

Mike McCarthy

Partner
A provider of design, construction and maintenance of stand-alone or integrated communication networks and security systems for commercial, industrial and governmental clients globally.

Website

AmeriSphere

Investment Type

Growth Capital

Investment Status

Realized 2015

McCarthy Team

Mike McCarthy

Mike Meyer

Matthew Breunsbach

Investment Type

Growth Capital

Investment Status

Realized 2015

McCarthy Team

Mike McCarthy

Partner

Mike Meyer

Operating Partner

Matthew Breunsbach

Vice President
A provider of capital solutions for the multifamily industry engaged in originating, underwriting, closing and servicing high quality multifamily mortgage loans.

Website

Bearence

Investment Type

Management Buyout & Growth

Investment Status

Realized 2015

McCarthy Team

Patrick Duffy

Chase Meyer

Investment Type

Management Buyout & Growth

Investment Status

Realized 2015

McCarthy Team

Patrick Duffy

President and Managing Partner

Chase Meyer

Principal
Bearence Management Group is an insurance brokerage and financial services firm engaged in the sale and distribution of property and casualty, life and health, employee benefits, investments and risk management products and services.

Website

Benaissance

Investment Type

Growth Capital

Investment Status

Realized 2015

McCarthy Team

Patrick Duffy

Matthew Breunsbach

Investment Type

Growth Capital

Investment Status

Realized 2015

McCarthy Team

Patrick Duffy

President and Managing Partner

Matthew Breunsbach

Vice President
A provider of health insurance premium billing and payment collection solutions through SaaS technology and integrated Business Process Outsourced (BPO) solutions for insurance carriers, private exchanges, state health and human services and benefit administrators.

Website

Cabela’s Incorporated

Investment Type

Recapitalization & Growth

Investment Status

Realized 2010

McCarthy Team

Mike McCarthy

Investment Type

Recapitalization & Growth

Investment Status

Realized 2010

McCarthy Team

Mike McCarthy

Partner
(NYSE: CAB) Cabela’s is one of the most well-known outdoor recreation brands in the United States and the nation’s largest direct marketer and a leading specialty retailer of hunting, fishing, camping and related outdoor merchandise.

Website

CoSentry

Investment Type

Growth Capital

Investment Status

Realized 2011

McCarthy Team

Patrick Duffy

Investment Type

Growth Capital

Investment Status

Realized 2011

McCarthy Team

Patrick Duffy

President and Managing Partner
A provider of business continuity, managed services and technology solutions including: secure data centers, disaster-recovery services and managed IT services.

DSCI

Investment Type

Recapitalization

Investment Status

Realized 2016

McCarthy Team

Bob Emmert

Brian Zaversnik

BJ Hansen

Investment Type

Recapitalization

Investment Status

Realized 2016

McCarthy Team

Bob Emmert

Managing Partner

Brian Zaversnik

Vice President

BJ Hansen

Vice President
DSCI is a leading hosted communications provider. With the power and reach of its Hosted Communications Network, DSCI delivers innovative unified communications and connectivity services.

Website

Election Systems & Software

Investment Type

Growth Capital

Investment Status

Realized 2011

McCarthy Team

Mike McCarthy

Matthew Breunsbach

Investment Type

Growth Capital

Investment Status

Realized 2011

McCarthy Team

Mike McCarthy

Partner

Matthew Breunsbach

Vice President
Election Systems & Software is one of the world’s leading and most experienced providers of total election management solutions.

Website

Guild Mortgage

Investment Type

Recapitalization

Investment Status

Distributed 2015

McCarthy Team

Mike Meyer

Justin Disch

Investment Type

Recapitalization

Investment Status

Distributed 2015

McCarthy Team

Mike Meyer

Operating Partner

Justin Disch

Associate
Guild Mortgage was founded in 1960 and is a privately owned mortgage banking company focused on originating, servicing and selling residential loan products primarily in California and other western states. Guild Mortgage offers a range of residential mortgage products primarily designed to meet the needs of high credit-quality (prime) borrowers.

MarketSphere Consulting

Investment Type

Management Buyout

Investment Status

Oracle Practice Realized 2013

McCarthy Team

Mike McCarthy

Mike Meyer

BJ Hansen

Investment Type

Management Buyout

Investment Status

Oracle Practice Realized 2013

McCarthy Team

Mike McCarthy

Partner

Mike Meyer

Operating Partner

BJ Hansen

Vice President
MarketSphere Consulting is a premier “market-focused” business consulting firm with world-class industry leading consultants.

Website

Medical Solutions

Investment Type

Recapitalization & Growth

Investment Status

Realized 2015

McCarthy Team

Patrick Duffy

Brian Zaversnik

Investment Type

Recapitalization & Growth

Investment Status

Realized 2015

McCarthy Team

Patrick Duffy

President and Managing Partner

Brian Zaversnik

Vice President
Medical Solutions is a travel nurse staffing company that has been helping nurses find travel nursing jobs for over a decade.

Website

NRG Media

Investment Type

Growth Capital

Investment Status

Realized 2014

McCarthy Team

Bob Emmert

Phil Dudley

Investment Type

Growth Capital

Investment Status

Realized 2014

McCarthy Team

Bob Emmert

Managing Partner

Phil Dudley

Principal
NRG Media is a leading, small market radio company operating over 40 stations in four Midwestern states.

Website

Prospect Brands

Investment Type

Growth Capital

Investment Status

Realized 2016

Investment Type

Growth Capital

Investment Status

Realized 2016

A platform established to hold branded consumer product companies in the apparel space.

Peak 10

Investment Type

Shareholder Recapitalization

Investment Status

Realized 2010

McCarthy Team

Patrick Duffy

Investment Type

Shareholder Recapitalization

Investment Status

Realized 2010

McCarthy Team

Patrick Duffy

President and Managing Partner
A leading data center operator and managed services provider, delivering scalable, economical and reliable solutions for managing complex information technology infrastructure.

Website

Vornado Air

Investment Type

Management Buyout

Investment Status

Realized 2014

McCarthy Team

Patrick Duffy

Investment Type

Management Buyout

Investment Status

Realized 2014

McCarthy Team

Patrick Duffy

President and Managing Partner
Vornado Air is a manufacturer of premium-branded room comfort appliances, including air circulators, heaters, humidifiers and purifiers.

Website