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
Logo for Portfolio Page

Bigbelly

Needham, MA

Spreetail

Lincoln, NE
Logo for Portfolio Page

Corkcicle

Orlando, FL

Telementum

Lawrenceville, GA
Logo for Portfolio Page

Honey Smoked Fish

Aurora, CO
Logo for Portfolio Page

Scooter’s Coffee

Omaha, NE
Logo for Portfolio Page

Triage Staffing

Omaha, NE
Logo for Portfolio Page

365 Retail Markets

Troy, MI
Logo for Portfolio Page

United Real Estate Group

Kansas City, MO
Logo for Portfolio Page

Altair Global

Frisco, TX
Logo for Portfolio Page

Guild Mortgage

San Diego, CA
Logo for Portfolio Page

Bridges Trust

Omaha, NE
Logo for Portfolio Page

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.

Logo for Portfolio Page

Advantor Systems

Orlando, FL
Logo for Portfolio Page

Bamboo Rose

Gloucester, MA

Bearence

Des Moines, IA
Logo for Portfolio Page

Benaissance

Omaha, NE

BiggerPockets

Denver, CO

DSCI

Boston, MA
Logo for Portfolio Page

Environmental Planning Group

Phoenix, AZ
Logo for Portfolio Page

Guild Mortgage

San Diego, CA
Logo for Portfolio Page

HHA eXchange

Long Island City, NY
Logo for Portfolio Page

Life Care Services

Des Moines, IA

Medical Solutions

Omaha, NE
Logo for Portfolio Page

Prospect Brands

Greensboro, SC
Logo for Press Release

Quantum Workplace

Omaha, NE
Logo for Portfolio Page

Remi

Charlotte, NC

Rx Savings Solutions

Overland Park, KS
Logo for Portfolio Page

SAFE Boats

Port Orchard, WA

Seven10

North Andover, MA
Logo for Portfolio Page

Signal 88 Security

Omaha, NE
Logo for Portfolio Page

SKC Communications

Shawnee, KS
Logo for Portfolio Page

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.