NUSO
Clayton, MO
Critical Response Group
Hamilton, NJ
Progressive Dental Marketing
Clearwater, FL
Navigate Wellbeing Solutions
West Des Moines, IA
Omaha Steaks
Omaha, NE
Medaxion
Nashville, TN
Caraway
New York , NY
WellnessLiving
Toronto, Ontario
Kinsta
Multinational
Docufree
Roswell, GA
Blue Sky eLearn
San Diego, CA
U.S. Medical Staffing
Philadelphia, PA
CPaT Global
Houston, TX
App Academy
San Francisco, CA
Rently
Los Angeles, CA
Smartlink
Annapolis, MD
OneCare
Troy, MI
Bigbelly
Needham, MA
Spreetail
Lincoln, NE
Corkcicle
Orlando, FL
Telementum
Lawrenceville, GA
Honey Smoked Fish
Aurora, CO
Scooter’s Coffee
Omaha, NE
Triage Staffing
Omaha, NE
365 Retail Markets
Troy, MI
United Real Estate Group
Kansas City, MO
Altair Global
Frisco, TX
Guild Mortgage
San Diego, CA
Bridges Trust
Omaha, NE
Life Care Services
Des Moines, IA
ReAlign Insurance Holdings
Dallas, TX
Tran Capital Management
San Rafael, CA
Certain investments are excluded from the above list. For additional information, please refer to the Legal Disclaimer or contact us for a full list of investments at info@mccarthycapital.com.
Advantor Systems
Orlando, FL
Bamboo Rose
Gloucester, MA
Bearence
Des Moines, IA
Benaissance
Omaha, NE
BiggerPockets
Denver, CO
DSCI
Boston, MA
Environmental Planning Group
Phoenix, AZ
Guild Mortgage
San Diego, CA
HHA eXchange
Long Island City, NY
Life Care Services
Des Moines, IA
Medical Solutions
Omaha, NE
Prospect Brands
Greensboro, SC
Quantum Workplace
Omaha, NE
Remi
Charlotte, NC
Rx Savings Solutions
Overland Park, KS
SAFE Boats
Port Orchard, WA
Seven10
North Andover, MA
Signal 88 Security
Omaha, NE
SKC Communications
Shawnee, KS
TriMech
Glen Allen, VA
The investments included above represent the most recent 10 years. For additional information, please refer to the Legal Disclaimer or contact us for a full list of investments at info@mccarthycapital.com.
WIT
New York, NY
Aplós
Miami, FL
zLinq
Denver, CO
LASSO
Nashville, TN
Workshop
Omaha, NE
BUBS Naturals
Encinitas, CA
Skykit
Minneapolis, MN
PetFriendly
Omaha, NE
NUSO
Investment Type
Recapitalization
Leadership
Matt Siemens
CEO
McCarthy Team
Matthew Breunsbach
Jack Pettyrock
Investment Type
Recapitalization
Leadership
Matt Siemens
CEO
McCarthy Team
Matthew Breunsbach
Managing Director
Jack Pettyrock
Senior Associate
NUSO is a cloud communications software as a service provider, offering a suite of cloud communication solutions to small and medium-sized businesses and a communication platform as a service solution to telecommunication carriers. Founded in 2011 and headquartered in Clayton, MO, NUSO sells its solutions through dedicated channel partners to customers across the United States and internationally.
Critical Response Group
Investment Type
Recapitalization
Leadership
Mike Rodgers
Founder & CEO
McCarthy Team
Chase Meyer
Mary Beth Brosnihan
Investment Type
Recapitalization
Leadership
Mike Rodgers
Founder & CEO
McCarthy Team
Chase Meyer
Partner
Mary Beth Brosnihan
Senior Associate
Critical Response Group (CRG) provides an indoor emergency response mapping solution that delivers high-resolution imagery, floorplans and critical features of a building. CRG has mapped thousands of unique locations across education, government, healthcare, transportation and commercial locations. CRG has developed numerous integrations with public safety software, enabling first responders to effectively respond to emergencies.
Progressive Dental Marketing
Investment Type
Recapitalization
Leadership
Bart Knellinger
CEO
McCarthy Team
Phil Dudley
Alan Davis
Investment Type
Recapitalization
Leadership
Bart Knellinger
CEO
McCarthy Team
Phil Dudley
Partner
Alan Davis
Senior Associate
Progressive Dental Marketing is a full-service sales training, continuing education and specialty marketing services provider to dental practices. Progressive Dental Marketing trains dental practitioners in acquiring new patient leads and closing high dollar value dental cases.
Navigate Wellbeing Solutions
Investment Type
Recapitalization & Growth
Leadership
Troy Vincent
Founder & CEO
McCarthy Team
Brian Zaversnik
Jack Pettyrock
Investment Type
Recapitalization & Growth
Leadership
Troy Vincent
Founder & CEO
McCarthy Team
Brian Zaversnik
Managing Director, Portfolio Management
Jack Pettyrock
Senior Associate
Navigate is a provider of a health- and wellbeing-focused, employee engagement Software-as-a-Service platform to corporate, municipal and health system clients. The platform includes solutions that help businesses enhance the overall wellbeing of their employees, including their physical and mental health, financial circumstances and career development.
Omaha Steaks
Investment Type
Recapitalization
Leadership
Nate Rempe
President & CEO
McCarthy Team
Patrick Duffy
Tyler Cyboron
Investment Type
Recapitalization
Leadership
Nate Rempe
President & CEO
McCarthy Team
Patrick Duffy
President and Managing Partner
Tyler Cyboron
Chief of Staff, VP of Investment Operations
Omaha Steaks, America's Original Butcher, founded in 1917, is an Omaha, Nebraska-based, fifth-generation, family-owned company. Omaha Steaks markets and distributes a wide variety of quality USDA-approved, grain-fed beef and other gourmet foods including seafood, pork, poultry, slow cooker and skillet meals, side dishes, appetizers and desserts.
Medaxion
Investment Type
Recapitalization & Growth
Leadership
Jeff McLaren
Co-Founder & CEO
McCarthy Team
Phil Dudley
Jack Pettyrock
Investment Type
Recapitalization & Growth
Leadership
Jeff McLaren
Co-Founder & CEO
McCarthy Team
Phil Dudley
Partner
Jack Pettyrock
Senior Associate
Medaxion is a provider of mobile perioperative software solutions that improve the performance of operating rooms by leveraging the anesthesia process. Founded in 2008 and headquartered in Nashville, TN, Medaxion’s cloud-based solution enables healthcare organizations to collect, share and analyze structured data generated at the point of care to improve clinical, operational, quality and financial performance.
Caraway
Investment Type
Recapitalization & Growth
Leadership
Jordan Nathan
Founder & CEO
McCarthy Team
Matthew Breunsbach
Thomas Sudyka
Phil Dudley
Investment Type
Recapitalization & Growth
Leadership
Jordan Nathan
Founder & CEO
McCarthy Team
Matthew Breunsbach
Managing Director
Thomas Sudyka
Vice President
Phil Dudley
Partner
Caraway is a digitally native, omnichannel provider of ceramic, non-toxic and nonstick cookware and bakeware. Headquartered in New York City, the Company sells through its direct-to-consumer channel, Amazon and retailers including Crate & Barrel, Target and Nordstrom. In addition to delivering non-toxic kitchenware, Caraway focuses on functional differentiation combined with high design aesthetic and thoughtful storage solutions.
WellnessLiving
Investment Type
Recapitalization
Leadership
Len Fridman
Co-Founder & CEO
McCarthy Team
Chase Meyer
Thomas Sudyka
Investment Type
Recapitalization
Leadership
Len Fridman
Co-Founder & CEO
McCarthy Team
Chase Meyer
Partner
Thomas Sudyka
Vice President
WellnessLiving is a member management software solution which provides a single-instance, multi-tenant business management software and integrated payments platform for fitness and wellness operators (e.g., yoga, pilates, fitness, martial arts, spa and salon). Founded in 2013 and headquartered outside Toronto, Ontario, WellnessLiving’s software allows business owners to schedule classes / appointments, manage staff, process payments and engage with their members.
Kinsta
Investment Type
Recapitalization & Growth
Leadership
Mark Gavalda
Co-Founder & CEO
McCarthy Team
Bob Emmert
BJ Hansen
Mary Beth Brosnihan
Investment Type
Recapitalization & Growth
Leadership
Mark Gavalda
Co-Founder & CEO
McCarthy Team
Bob Emmert
Senior Partner
BJ Hansen
Managing Director
Mary Beth Brosnihan
Senior Associate
Kinsta was founded in 2013 and provides managed WordPress hosting to businesses, agencies and web designers. The Company’s platform allows technical and non‐technical customers to build, launch and manage websites of all sizes while the Company manages the back‐end hosting, security, performance and other technical aspects of a website.
Docufree
Investment Type
Recapitalization & Growth
Leadership
Brad Jenkins
CEO
McCarthy Team
Matthew Breunsbach
Mary Beth Brosnihan
Investment Type
Recapitalization & Growth
Leadership
Brad Jenkins
CEO
McCarthy Team
Matthew Breunsbach
Managing Director
Mary Beth Brosnihan
Senior Associate
Docufree Corporation provides services and software for enterprise document management. The Company’s Software-as-a-Service and Business-Process-as-a-Service platform converts paper documents, faxes and emails into text-searchable digital images that are stored securely in the cloud. Founded in 1999, Docufree’s products are most often used by customers operating in regulated industries where compliance with document retention policies is critical.
Blue Sky eLearn
Investment Type
Recapitalization
Leadership
Philip Forte
Founder & CEO
McCarthy Team
Justin Disch
Jack Pettyrock
Investment Type
Recapitalization
Leadership
Philip Forte
Founder & CEO
McCarthy Team
Justin Disch
Vice President
Jack Pettyrock
Senior Associate
Blue Sky eLearn is a provider of a software-as-a-service learning management system and virtual events platform to associations and life sciences companies. Founded in 2002 and based in San Diego, CA, Blue Sky’s platform enables its client base to deliver increased value for their members and, in turn, deliver on foundational aspects of Blue Sky’s purpose – education and training.
U.S. Medical Staffing
Investment Type
Recapitalization
Leadership
Eric Matzkin
CEO
Terry Malloy
President
McCarthy Team
Brian Zaversnik
Mary Beth Brosnihan
Investment Type
Recapitalization
Leadership
Eric Matzkin
CEO
Terry Malloy
President
McCarthy Team
Brian Zaversnik
Managing Director, Portfolio Management
Mary Beth Brosnihan
Senior Associate
U.S. Medical Staffing is a full-service mental health, behavioral health and school staffing provider. Founded in 2009 and headquartered in Philadelphia, PA, the Company provides full-time, temporary, per diem, temp-to-hire and direct hire professional staffing solutions across four specialties: behavioral health, residential (intellectual disabilities), education and nursing.
CPaT Global
Investment Type
Recapitalization
Leadership
Dave Rapley
CEO
McCarthy Team
Thomas Sudyka
Investment Type
Recapitalization
Leadership
Dave Rapley
CEO
McCarthy Team
Thomas Sudyka
Vice President
CPaT provides distance learning solutions for airlines, training organizations, aircraft maintenance companies and aviation professionals. Founded in 1994, and based in Houston, TX, CPaT’s software-as-a-service offering provides a comprehensive portfolio of training content and allows customers to customize courses to their specific needs.
App Academy
Investment Type
Recapitalization & Growth
Leadership
Mari Nazary
CEO
Kush Patel
Co-founder & Chairman
McCarthy Team
BJ Hansen
Alan Davis
Investment Type
Recapitalization & Growth
Leadership
Mari Nazary
CEO
Kush Patel
Co-founder & Chairman
McCarthy Team
BJ Hansen
Managing Director
Alan Davis
Senior Associate
App Academy is a provider of software engineering education. The Company offers a variety of online and in-person training programs, including an immersive coding and job placement program that leverages the Company’s proprietary curriculum and software. App Academy has placed more than 4,000 graduates into software development roles. Founded in 2012 and headquartered in San Francisco, the Company also operates a campus in New York City.
Rently
Investment Type
Recapitalization & Growth
Leadership
Merrick Lackner
Co-Founder & CEO
McCarthy Team
Brian Zaversnik
Alyssa Anglin
Investment Type
Recapitalization & Growth
Leadership
Merrick Lackner
Co-Founder & CEO
McCarthy Team
Brian Zaversnik
Managing Director, Portfolio Management
Alyssa Anglin
Senior Associate
Rently is a developer of software-as-a-service and hardware for self-guided touring and smart home hubs for the rental housing market. Founded in 2011, and based in Los Angeles, CA, Rently’s offering is designed to simplify the property management and leasing processes and provide tenants with in-home, smart technology amenities through electronic entry hardware and smart home hub systems.
Smartlink
Investment Type
Recapitalization
Leadership
Brendan Kelly
Founder & CEO
McCarthy Team
Bob Emmert
Alan Davis
Investment Type
Recapitalization
Leadership
Brendan Kelly
Founder & CEO
McCarthy Team
Bob Emmert
Senior Partner
Alan Davis
Senior Associate
Smartlink is a provider of site development, maintenance and operations, and staffing services to the wireless infrastructure sector. The Company’s end-to-end services, including site acquisition, lease negotiation, zoning, permitting, and inventory management support new builds and upgrades of macro- and small-cell wireless towers. Founded in 2000 and headquartered in Annapolis, MD with offices across the country, Smartlink is a self-perform provider of site development services and counts all major wireless carriers as customers.
OneCare
Investment Type
Recapitalization
Leadership
Pierre Boutros
Co-Founder & CEO
Hany Boutros
Co-Founder & COO
McCarthy Team
BJ Hansen
Thomas Sudyka
Investment Type
Recapitalization
Leadership
Pierre Boutros
Co-Founder & CEO
Hany Boutros
Co-Founder & COO
McCarthy Team
BJ Hansen
Managing Director
Thomas Sudyka
Vice President
OneCare is an institutional pharmacy that serves skilled nursing, assisted living, and other long-term care facilities throughout Michigan and Ohio. Founded in 2003 and headquartered in Troy, MI, the Company offers a tailored service for each community’s unique needs. OneCare differentiates on its level of customer service and complete offering including an on-site compounding lab, staff training and education, transition management, and consultant pharmacists.
Bigbelly
Investment Type
Recapitalization & Growth
Leadership
Brian Phillips
President
Rick Feldt
CEO
McCarthy Team
Bob Emmert
Alyssa Anglin
Investment Type
Recapitalization & Growth
Leadership
Brian Phillips
President
Rick Feldt
CEO
McCarthy Team
Bob Emmert
Senior Partner
Alyssa Anglin
Senior Associate
Bigbelly offers smart waste and recycling solutions for public spaces. Deployed across communities, campuses and organizations in over 50 countries, the smart and connected Bigbelly waste and recycling system combines smart, solar powered, compacting stations with a cloud-based management platform to optimize waste operations. Customers experience up to 80% collection reduction in addition to cleanliness, operational, economic, and environmental gains with Bigbelly.
Spreetail
Investment Type
Recapitalization & Growth
Leadership
Josh Ketter
CEO
McCarthy Team
Matthew Breunsbach
Alyssa Anglin
Investment Type
Recapitalization & Growth
Leadership
Josh Ketter
CEO
McCarthy Team
Matthew Breunsbach
Managing Director
Alyssa Anglin
Senior Associate
Founded in 2006, Spreetail is an e-commerce marketplace retailer, operating as both a marketplace channel and inventory and fulfillment partner to innovative consumer product brands. Spreetail offers suppliers high-quality customer experience coupled with efficient large-scale logistics. The Company created Spreetail.com to elevate customers’ shopping experience with great products made for the backyard, garage and home. Headquartered in Lincoln, NE, Spreetail has expanded to include offices and fulfillment centers across eight cities and six states.
Corkcicle
Investment Type
Recapitalization & Growth
Leadership
Ben Hewitt
Founder & CEO
McCarthy Team
Phil Dudley
Alan Davis
Investment Type
Recapitalization & Growth
Leadership
Ben Hewitt
Founder & CEO
McCarthy Team
Phil Dudley
Partner
Alan Davis
Senior Associate
Corkcicle is a lifestyle consumer brand in the broader hydration space. The Company develops, markets and sells innovative branded consumer products across several categories, including premium insulated drinkware, barware, soft-coolers and more. Its products are sold through retailers, direct-to-consumer (online) and promotional programs. Corkcicle enjoys enthusiastic brand loyalty through its unique designs, innovative product portfolio, messaging and positive environmental impact.
Telementum
Investment Type
Recapitalization
Leadership
Jad Daye
Founder & Chairman
Jeff Banks
CEO
McCarthy Team
Bob Emmert
BJ Hansen
Investment Type
Recapitalization
Leadership
Jad Daye
Founder & Chairman
Jeff Banks
CEO
McCarthy Team
Bob Emmert
Senior Partner
BJ Hansen
Managing Director
Telementum is a collection of wireless accessories businesses that includes Alpha Comm and Speck. Alpha Comm designs, manufactures, and distributes branded, private label, and third-party wireless accessories to more than 18,000 points of distribution in North America. Speck is a designer and distributor of slim protective cases for personal electronic devices. Telementum’s customers include corporate wireless carrier stores, independent carrier owner/operators, and leading national and specialty retailers.
Honey Smoked Fish
Investment Type
Recapitalization & Growth
Leadership
Ryan Nicks
CEO
McCarthy Team
Chase Meyer
Alyssa Anglin
Investment Type
Recapitalization & Growth
Leadership
Ryan Nicks
CEO
McCarthy Team
Chase Meyer
Partner
Alyssa Anglin
Senior Associate
Honey Smoked Fish Holdings, LLC processes, packages and sells branded and private label smoked salmon products through grocery retailers, club stores, foodservice distributors and restaurant chains.
Scooter’s Coffee
Investment Type
Recapitalization & Growth
Leadership
Joe Thornton
CEO
McCarthy Team
Patrick Duffy
Matthew Breunsbach
Investment Type
Recapitalization & Growth
Leadership
Joe Thornton
CEO
McCarthy Team
Patrick Duffy
President and Managing Partner
Matthew Breunsbach
Managing Director
Founded in 1998, Scooter’s Coffee is a franchisor and operator of coffeehouses with locations nationwide. Scooter’s Coffee roasts only the finest coffee beans in the world to produce its high-quality, specialty coffee drinks. Scooter's Coffee’s success is simple: stay committed to the original business principles and company core values. The Scooter's Coffee Brand Promise, often recited to franchisees, customers, and employees is: "Amazing People, Amazing Drinks... Amazingly Fast!”™ It represents the company's business origins from 1998 and reflects a steady commitment to providing an unforgettable experience to loyal and new customers.
Triage Staffing
Investment Type
Recapitalization
Leadership
John Maaske
Founder & CEO
McCarthy Team
Brian Zaversnik
Tyler Cyboron
Jack Pettyrock
Investment Type
Recapitalization
Leadership
John Maaske
Founder & CEO
McCarthy Team
Brian Zaversnik
Managing Director, Portfolio Management
Tyler Cyboron
Chief of Staff, VP of Investment Operations
Jack Pettyrock
Senior 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.
365 Retail Markets
Investment Type
Recapitalization
Leadership
Joe Hessling
Founder & CEO
McCarthy Team
Chase Meyer
Investment Type
Recapitalization
Leadership
Joe Hessling
Founder & CEO
McCarthy Team
Chase Meyer
Partner
365 Retail Markets is a 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-a-service technology solutions for self-service food markets including MicroMarkets, vending machines, NanoMarkets and cafeterias.
United Real Estate Group
Investment Type
Recapitalization & Growth
Leadership
Dan Duffy
CEO
McCarthy Team
Bob Emmert
Brian Zaversnik
Investment Type
Recapitalization & Growth
Leadership
Dan Duffy
CEO
McCarthy Team
Bob Emmert
Senior Partner
Brian Zaversnik
Managing Director, Portfolio Management
United Real Estate Group, operating the United Country Real Estate and United Real Estate brands, is a 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.
Altair Global
Investment Type
Management Buyout
Leadership
Chad Sterling
CEO
Kathryn Cassidy
President & COO
McCarthy Team
Patrick Duffy
Chase Meyer
Mary Beth Brosnihan
Investment Type
Management Buyout
Leadership
Chad Sterling
CEO
Kathryn Cassidy
President & COO
McCarthy Team
Patrick Duffy
President and Managing Partner
Chase Meyer
Partner
Mary Beth Brosnihan
Senior 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.
Guild Mortgage
Investment Type
Recapitalization
Leadership
Terry Schmidt
CEO
McCarthy Team
Patrick Duffy
Justin Disch
Investment Type
Recapitalization
Leadership
Terry Schmidt
CEO
McCarthy Team
Patrick Duffy
President and Managing Partner
Justin Disch
Vice President
Guild Holdings Company (NYSE: GHLD) was founded in 1960 and is a mortgage banking company focused on originating, servicing and selling residential loan products in the United States. Guild Mortgage offers a range of residential mortgage products primarily designed to meet the needs of high credit-quality (prime) borrowers. The company operates more than 250 branches with licenses in 49 states.
Bridges Trust
Investment Type
Recapitalization
Leadership
Nick Wilwerding
President and CEO
Edson "Ted" Bridges III
Co-Chairman
Investment Type
Recapitalization
Leadership
Nick Wilwerding
President and CEO
Edson "Ted" Bridges III
Co-Chairman
Bridges Trust Company is an 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.
Life Care Services
Investment Type
Recapitalization & Growth
Leadership
Joel Nelson
President & CEO
Investment Type
Recapitalization & Growth
Leadership
Joel Nelson
President & CEO
Life Care Services provides 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.
ReAlign Insurance Holdings
Investment Type
Initial Capitalization
Leadership
Grant Lippincott
Partner
Tim McAuliffe
Partner
Kieran Sweeney
Partner
Investment Type
Initial Capitalization
Leadership
Grant Lippincott
Partner
Tim McAuliffe
Partner
Kieran Sweeney
Partner
ReAlign Insurance Holdings, LLC (ReAlign) is an insurance holding company, organized to build a vertically aligned, specialty program insurance platform. ReAlign currently writes premiums through Texas-domiciled admitted carriers National Summit Insurance Company and American Summit Insurance Company as well as through Nebraska-domiciled non-admitted carrier Summit Specialty Insurance Company.
Tran Capital Management
Investment Type
Recapitalization
Leadership
Quoc Tran
Chief Investment Officer
Investment Type
Recapitalization
Leadership
Quoc Tran
Chief Investment Officer
Tran Capital Management, formerly Lateef Investment Management, provides professional portfolio management to institutions and high net worth individuals through separately managed accounts and the TCM Fund. TCM invests in a broadly diversified group of 15 to 25 high-quality companies for the long-term. Tran Capital Management is registered as an investment advisor with the Securities and Exchange Commission.
Advantor Systems
Investment Type
Recapitalization & Growth
Investment Status
Realized 2019
McCarthy Team
Bob Emmert
Phil Dudley
Investment Type
Recapitalization & Growth
Investment Status
Realized 2019
McCarthy Team
Bob Emmert
Senior Partner
Phil Dudley
Partner
Advantor Systems is a designer and integrator of physical security systems with 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.
Bamboo Rose
Investment Type
Recapitalization & Growth
Investment Status
Realized 2022
McCarthy Team
Phil Dudley
Bob Emmert
Investment Type
Recapitalization & Growth
Investment Status
Realized 2022
McCarthy Team
Phil Dudley
Partner
Bob Emmert
Senior Partner
Bamboo Rose is a provider of software solutions to the retail industry. Bamboo Rose is a B2B marketplace powered by proven trade engines for product and supply chain management, enabling retailers and suppliers to discover, develop, and deliver ideas and products to diverse markets around the world collaboratively and continuously.
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
Partner
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.
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
Managing Director
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.
BiggerPockets
Investment Type
Recapitalization
Leadership
Scott Trench
President
McCarthy Team
Chase Meyer
Tyler Cyboron
Investment Type
Recapitalization
Leadership
Scott Trench
President
McCarthy Team
Chase Meyer
Partner
Tyler Cyboron
Chief of Staff, VP of Investment Operations
BiggerPockets provides educational content, networking resources and investment analysis tools to the individual and corporate real estate investor community. The Company’s platform serves as a primary resource for a community of investors to access real estate investing content and generate leads or referrals through various networking channels. BiggerPockets has the largest on-line real estate investor community with over 1 million registered members.
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
Senior Partner
Brian Zaversnik
Managing Director, Portfolio Management
BJ Hansen
Managing Director
DSCI is a hosted communications provider. With the power and reach of its Hosted Communications Network, DSCI delivers innovative unified communications and connectivity services.
Environmental Planning Group
Investment Type
Recapitalization
Investment Status
Realized 2020
McCarthy Team
Tyler Cyboron
Chase Meyer
Investment Type
Recapitalization
Investment Status
Realized 2020
McCarthy Team
Tyler Cyboron
Chief of Staff, VP of Investment Operations
Chase Meyer
Partner
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.
Guild Mortgage
Investment Type
Recapitalization
Investment Status
Distributed 2015
McCarthy Team
Patrick Duffy
Justin Disch
Investment Type
Recapitalization
Investment Status
Distributed 2015
McCarthy Team
Patrick Duffy
President and Managing Partner
Justin Disch
Vice President
Guild Holdings Company (NYSE: GHLD) was founded in 1960 and is a mortgage banking company focused on originating, servicing and selling residential loan products in the United States. Guild Mortgage offers a range of residential mortgage products primarily designed to meet the needs of high credit-quality (prime) borrowers. The company operates more than 250 branches with licenses in 49 states.
HHA eXchange
Investment Type
Recapitalization & Growth
Investment Status
Realized 2019
McCarthy Team
Patrick Duffy
Phil Dudley
Investment Type
Recapitalization & Growth
Investment Status
Realized 2019
McCarthy Team
Patrick Duffy
President and Managing Partner
Phil Dudley
Partner
HHAeXchange is a 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.
Life Care Services
Investment Type
Recapitalization & Growth
Investment Status
Distributed 2021
McCarthy Team
Patrick Duffy
Brian Zaversnik
Investment Type
Recapitalization & Growth
Investment Status
Distributed 2021
McCarthy Team
Patrick Duffy
President and Managing Partner
Brian Zaversnik
Managing Director, Portfolio Management
Life Care Services provides 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.
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
Managing Director, Portfolio Management
Medical Solutions is a travel nurse staffing company that has been helping nurses find travel nursing jobs for over a decade.
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.
Quantum Workplace
Investment Type
Recapitalization
Investment Status
Realized 2021
McCarthy Team
Matthew Breunsbach
Thomas Sudyka
Investment Type
Recapitalization
Investment Status
Realized 2021
McCarthy Team
Matthew Breunsbach
Managing Director
Thomas Sudyka
Vice President
Quantum Workplace provides an all-in-one employee engagement software that makes managers the central drivers of workplace culture. Serving more than 8,700 organizations, the Company's technology gives team leaders direct access to employee feedback and personalized real-time insights, so they can make work better every day. The software includes surveys, goals, recognition, feedback, one-on-one, and alert features - providing a powerful solution for team engagement and continuous improvement. As the survey partner for America's Best Places to Work, Quantum Workplace has helped honor and create top workplaces for more than 15 years.
Remi
Investment Type
Recapitalization
Investment Status
Realized 2021
McCarthy Team
Bob Emmert
Phil Dudley
Investment Type
Recapitalization
Investment Status
Realized 2021
McCarthy Team
Bob Emmert
Senior Partner
Phil Dudley
Partner
Remi is a 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.
Rx Savings Solutions
Investment Type
Recapitalization & Growth
Investment Status
Realized 2022
McCarthy Team
Brian Zaversnik
Justin Disch
Investment Type
Recapitalization & Growth
Investment Status
Realized 2022
McCarthy Team
Brian Zaversnik
Managing Director, Portfolio Management
Justin Disch
Vice President
Founded and operated by a team of pharmacists and software engineers, Rx Savings Solutions supports a collaborative, cost-saving solution for purchasing prescription drugs. Rx Savings Solutions offers an innovative, patented engagement software system empowering employers and employees to be educated consumers of healthcare. Rx Savings Solutions delivers proactive personalized recommendations on ways to optimize therapies to members, while achieving proven savings results for employers, employees and health plans.
SAFE Boats
Investment Type
Recapitalization & Growth
Investment Status
Realized 2022
McCarthy Team
Justin Disch
Investment Type
Recapitalization & Growth
Investment Status
Realized 2022
McCarthy Team
Justin Disch
Vice President
SAFE Boats is a specialty manufacturer of high performance boats for domestic military, international military, law enforcement, search and rescue and private customers.
Seven10
Investment Type
Recapitalization & Growth
Investment Status
Realized 2020
McCarthy Team
Bob Emmert
Phil Dudley
Investment Type
Recapitalization & Growth
Investment Status
Realized 2020
McCarthy Team
Bob Emmert
Senior Partner
Phil Dudley
Partner
Seven10 is a 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.
Signal 88 Security
Investment Type
Recapitalization & Growth
Investment Status
Realized 2020
McCarthy Team
Brian Zaversnik
Justin Disch
Investment Type
Recapitalization & Growth
Investment Status
Realized 2020
McCarthy Team
Brian Zaversnik
Managing Director, Portfolio Management
Justin Disch
Vice President
Signal 88 Security is a 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.
SKC Communications
Investment Type
Recapitalization
Investment Status
Realized 2021
McCarthy Team
Brian Zaversnik
Thomas Sudyka
Investment Type
Recapitalization
Investment Status
Realized 2021
McCarthy Team
Brian Zaversnik
Managing Director, Portfolio Management
Thomas Sudyka
Vice President
SKC Communications is a full-service provider of communication solutions to enterprise and government customers, offering products and services in video conferencing, voice, headsets and audio/visual.
TriMech
Investment Type
Recapitalization
Investment Status
Realized 2020
McCarthy Team
Bob Emmert
BJ Hansen
Phil Dudley
Investment Type
Recapitalization
Investment Status
Realized 2020
McCarthy Team
Bob Emmert
Senior Partner
BJ Hansen
Managing Director
Phil Dudley
Partner
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.
WIT
Investment Type
Emerging Growth
Leadership
Vaidhy Murti
Founder & CEO
Investment Type
Emerging Growth
Leadership
Vaidhy Murti
Founder & CEO
WIT offers a digital activation platform that powers turnkey experiences in sports and entertainment. WIT's experiences elevate marketing efforts, enhance brand partnerships, capture first-party data and drive revenue. Partners include numerous venues, leagues and teams across the NFL, NHL, NBA, WNBA, MLB, MLS and NCAA.
Aplós
Investment Type
Emerging Growth
Leadership
David Fudge
Co-Founder & CEO
Emily Onkey
Co-Founder & CMO
Investment Type
Emerging Growth
Leadership
David Fudge
Co-Founder & CEO
Emily Onkey
Co-Founder & CMO
Aplós is a modern spirits brand reimagining the cocktail experience. The company crafts elevated, functional non-alcoholic spirits for those who want to enjoy the benefits of a cocktail without the negative effects of alcohol.
zLinq
Investment Type
Emerging Growth
Leadership
Tatiana Finkelsteyn
Founder & CEO
Investment Type
Emerging Growth
Leadership
Tatiana Finkelsteyn
Founder & CEO
zLinq offers communication lifecycle management solutions focused on helping enterprises more effectively manage their communications stack. zLinq’s platform helps multi-location companies buy, manage and optimize connectivity, unified communications, collaboration and contact center solutions from more than 350 service providers.
LASSO
Investment Type
Emerging Growth
Leadership
Clay Sifford
Founder & CEO
Investment Type
Emerging Growth
Leadership
Clay Sifford
Founder & CEO
LASSO is an all-in-one event production platform. LASSO provides the event and entertainment industry with software that finds talent, manages projects, tracks gear, and schedules and pays crew.
Workshop
Investment Type
Emerging Growth
Leadership
Rick Knudtson
CEO
Investment Type
Emerging Growth
Leadership
Rick Knudtson
CEO
Workshop offers customers an internal communications platform that allows teams to create, send and measure the effectiveness of internal communication campaigns. Workshop helps customers achieve better, tangible results and increase employee engagement.
BUBS Naturals
Investment Type
Emerging Growth
Leadership
TJ Ferrara
Co-Founder
Sean Lake
Co-Founder
Investment Type
Emerging Growth
Leadership
TJ Ferrara
Co-Founder
Sean Lake
Co-Founder
BUBS Naturals is a natural, better-for-you consumer-packaged goods brand specializing in health and wellness products. The Company develops, markets and sells nutritional supplements, minerals and vitamins. The BUBS namesake derives from former Navy SEAL Glen “BUB” Doherty who was heroically killed in Benghazi, Libya in 2012.
Skykit
Investment Type
Emerging Growth
Leadership
Irfan Khan
CEO
Investment Type
Emerging Growth
Leadership
Irfan Khan
CEO
Skykit is a provider of cloud-based digital signage solutions and workplace experience tools that streamline customer and employee communication. The company’s award-winning platform is scalable and intuitive, making it a perfect choice for businesses of all sizes, across a variety of industries. Launched in 2016, Skykit currently provides digital signage solutions and workplace experience software to hundreds of organizations using tens of thousands of screens around the world.
PetFriendly
Investment Type
Emerging Growth
Leadership
Aaron Shaddy
Co-founder & CEO
Ryan Finstad
Co-founder & COO
Investment Type
Emerging Growth
Leadership
Aaron Shaddy
Co-founder & CEO
Ryan Finstad
Co-founder & COO
PetFriendly is a subscription pet wellness company that simplifies pet wellness by offering personalized subscription plans based on each pet’s individual needs. Products are customized with the pet’s name and photo, and each shipment is timed to automatically arrive when needed.