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
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Bigbelly

Needham, MA

Spreetail

Lincoln, NE
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Corkcicle

Orlando, FL

BiggerPockets

Denver, CO

Telementum

Lawrenceville, GA
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Honey Smoked Fish

Aurora, CO
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Scooter’s Coffee

Omaha, NE

Rx Savings Solutions

Overland Park, KS
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Triage Staffing

Omaha, NE
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365 Retail Markets

Troy, MI
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United Real Estate Group

Kansas City, MO
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Altair Global

Plano, TX
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Guild Mortgage

San Diego, CA
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Bridges Trust

Omaha, NE
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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.

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Advantor Systems

Orlando, FL

AmeriSphere

Omaha, NE
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Bamboo Rose

Gloucester, MA

Bearence

Des Moines, IA
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Benaissance

Omaha, NE

DSCI

Boston, MA
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Environmental Planning Group

Phoenix, AZ
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Guild Mortgage

San Diego, CA
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HHA eXchange

Long Island City, NY
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Life Care Services

Des Moines, IA

MarketSphere Consulting

Omaha, NE

Medical Solutions

Omaha, NE

NRG Media

Cedar Rapids, IA
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Prospect Brands

Greensboro, SC
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Quantum Workplace

Omaha, NE
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Remi

Charlotte, NC
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SAFE Boats

Port Orchard, WA

Seven10

North Andover, MA
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Signal 88 Security

Omaha, NE
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SKC Communications

Shawnee, KS
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TriMech

Glen Allen, VA
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Vornado Air

Wichita, KS

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.

Workshop

Omaha, NE

BUBS Naturals

Encinitas, CA

Skykit

Minneapolis, MN

PetFriendly

Omaha, NE

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

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.

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 (“Docufree” or the “Company”) provides services and software for enterprise document management. The Company’s Software-as-a-Service (“SaaS”) and Business-Process-as-a-Service (“BPaaS”) 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.

Website

Blue Sky eLearn

Investment Type

Recapitalization

Leadership

Philip Forte

Founder & CEO

McCarthy Team

Justin Disch

Investment Type

Recapitalization

Leadership

Philip Forte

Founder & CEO

McCarthy Team

Justin Disch

Vice President
Blue Sky eLearn is a provider of a software-as-a-service learning management system (“LMS”) 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.

Website

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.

Website

CPaT Global

Investment Type

Recapitalization

Leadership

Kent Morrison

President

McCarthy Team

Thomas Sudyka

Investment Type

Recapitalization

Leadership

Kent Morrison

President

McCarthy Team

Thomas Sudyka

Senior Associate
CPaT is a market leader in 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.

Website

App Academy

Investment Type

Recapitalization & Growth

Leadership

Kush Patel

Founder & CEO

McCarthy Team

BJ Hansen

Investment Type

Recapitalization & Growth

Leadership

Kush Patel

Founder & CEO

McCarthy Team

BJ Hansen

Managing Director
App Academy is a leading 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 is frequently recognized by third-party evaluators and students as a top coding bootcamp and 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.

Website

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 (“SGT”) 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.

Website

Smartlink

Investment Type

Recapitalization

Leadership

Brendan Kelly

Founder & CEO

McCarthy Team

Bob Emmert

BJ Hansen

Investment Type

Recapitalization

Leadership

Brendan Kelly

Founder & CEO

McCarthy Team

Bob Emmert

Partner

BJ Hansen

Managing Director
Smartlink is a leading 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 the largest self-perform provider of site development services and counts all major wireless carriers as customers.

Website

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

Senior Associate
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.

Website

Bigbelly

Investment Type

Recapitalization & Growth

Leadership

Brian Phillips

CEO

McCarthy Team

Bob Emmert

BJ Hansen

Alyssa Anglin

Investment Type

Recapitalization & Growth

Leadership

Brian Phillips

CEO

McCarthy Team

Bob Emmert

Partner

BJ Hansen

Managing Director

Alyssa Anglin

Senior Associate
Bigbelly is the world leader in smart waste and recycling solutions for public spaces. Deployed across communities, campuses and organizations in over 50 countries, the smart and connected Bigbelly waste & 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.

Website

Spreetail

Investment Type

Recapitalization & Growth

Leadership

Brett Thome

CEO

McCarthy Team

Patrick Duffy

Matthew Breunsbach

Alyssa Anglin

Investment Type

Recapitalization & Growth

Leadership

Brett Thome

CEO

McCarthy Team

Patrick Duffy

President and Managing Partner

Matthew Breunsbach

Managing Director

Alyssa Anglin

Senior Associate
Founded in 2006, Spreetail is an industry-leading 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.

Website

Corkcicle

Investment Type

Recapitalization & Growth

Leadership

Ben Hewitt

Founder & Chairman

Chris McDonough

CEO

McCarthy Team

Phil Dudley

Investment Type

Recapitalization & Growth

Leadership

Ben Hewitt

Founder & Chairman

Chris McDonough

CEO

McCarthy Team

Phil Dudley

Partner
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.

Website

BiggerPockets

Investment Type

Recapitalization

Leadership

Scott Trench

President

McCarthy Team

Patrick Duffy

Chase Meyer

Tyler Cyboron

Investment Type

Recapitalization

Leadership

Scott Trench

President

McCarthy Team

Patrick Duffy

President and Managing Partner

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.

Website

Telementum

Investment Type

Recapitalization

Leadership

Jad Daye

Founder & CEO

McCarthy Team

Bob Emmert

BJ Hansen

Investment Type

Recapitalization

Leadership

Jad Daye

Founder & CEO

McCarthy Team

Bob Emmert

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 leading 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.

Website

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.

Website

Scooter’s Coffee

Investment Type

Recapitalization & Growth

Leadership

Todd Graeve

CEO

McCarthy Team

Patrick Duffy

Matthew Breunsbach

Investment Type

Recapitalization & Growth

Leadership

Todd Graeve

CEO

McCarthy Team

Patrick Duffy

President and Managing Partner

Matthew Breunsbach

Managing Director
Founded in 1998, Scooter’s Coffee is a leading franchisor and operator of coffeehouses with more than 180 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.

Website

Rx Savings Solutions

Investment Type

Recapitalization & Growth

Leadership

Michael Rea, PharmD

Founder & CEO

McCarthy Team

Brian Zaversnik

Justin Disch

Investment Type

Recapitalization & Growth

Leadership

Michael Rea, PharmD

Founder & CEO

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.

Website

Triage Staffing

Investment Type

Recapitalization

Leadership

John Maaske

Founder & CEO

McCarthy Team

Brian Zaversnik

Tyler Cyboron

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
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

Chase Meyer

BJ Hansen

Investment Type

Recapitalization

Leadership

Joe Hessling

Founder & CEO

McCarthy Team

Chase Meyer

Partner

BJ Hansen

Managing Director
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

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

Partner

Brian Zaversnik

Managing Director, Portfolio Management
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

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.

Website

Guild Mortgage

Investment Type

Recapitalization

Leadership

Mary Ann McGarry

CEO

Terry Schmidt

President

McCarthy Team

Patrick Duffy

Justin Disch

Investment Type

Recapitalization

Leadership

Mary Ann McGarry

CEO

Terry Schmidt

President

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.

Website

Bridges Trust

Investment Type

Recapitalization

Leadership

Edson "Ted" Bridges III

CEO

Investment Type

Recapitalization

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.

Website

Life Care Services

Investment Type

Recapitalization & Growth

Leadership

Joel Nelson

President & CEO

Investment Type

Recapitalization & Growth

Leadership

Joel Nelson

President & CEO
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

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.

Website

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

Partner

Phil Dudley

Partner
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.

AmeriSphere

Investment Type

Growth Capital

Investment Status

Realized 2015

McCarthy Team

Matthew Breunsbach

Investment Type

Growth Capital

Investment Status

Realized 2015

McCarthy Team

Matthew Breunsbach

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

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

Partner
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.

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.

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

Partner

Brian Zaversnik

Managing Director, Portfolio Management

BJ Hansen

Managing Director
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.

Environmental Planning Group

Investment Type

Recapitalization

Investment Status

Realized 2020

McCarthy Team

Tyler Cyboron

Investment Type

Recapitalization

Investment Status

Realized 2020

McCarthy Team

Tyler Cyboron

Chief of Staff, VP of Investment Operations
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.

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 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.

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 (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.

MarketSphere Consulting

Investment Type

Management Buyout

Investment Status

Realized 2013 and 2018

McCarthy Team

BJ Hansen

Investment Type

Management Buyout

Investment Status

Realized 2013 and 2018

McCarthy Team

BJ Hansen

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

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.

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

Partner

Phil Dudley

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

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

Senior Associate
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

Partner

Phil Dudley

Partner
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.

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

Partner

Phil Dudley

Partner
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.

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 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.

SKC Communications

Investment Type

Recapitalization

Investment Status

Realized 2021

McCarthy Team

Brian Zaversnik

Matthew Breunsbach

Thomas Sudyka

Investment Type

Recapitalization

Investment Status

Realized 2021

McCarthy Team

Brian Zaversnik

Managing Director, Portfolio Management

Matthew Breunsbach

Managing Director

Thomas Sudyka

Senior Associate
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.

TriMech

Investment Type

Recapitalization

Investment Status

Realized 2020

McCarthy Team

Bob Emmert

BJ Hansen

Investment Type

Recapitalization

Investment Status

Realized 2020

McCarthy Team

Bob Emmert

Partner

BJ Hansen

Managing Director
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.

Vornado Air

Investment Type

Management Buyout

Investment Status

Realized 2014

Investment Type

Management Buyout

Investment Status

Realized 2014

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

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.

Website

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.

Website

Skykit

Investment Type

Emerging Growth

Leadership

Irfan Khan

CEO

Investment Type

Emerging Growth

Leadership

Irfan Khan

CEO
Skykit is a leading 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.

Website

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.

Website