Selected Current Portfolio Companies

HealthEquity Icon Logo Business Services Corporate Imaging Concepts, LLC (“CIC”) is a technology enabled distributor of branded promotional products for large corporate and non-profit organizations. Through its online company stores and technology platforms, CIC connects customers directly to leading suppliers to realize supply chain efficiencies.
HealthEquity Icon Logo Healthcare/
Financial Services
HealthEquity, Inc. is the nation’s oldest and largest dedicated health savings trustee. The company helps individuals and families build health savings while it helps employers manage benefits expenses through innovative integrated health care account (HSA, HRA, FSA, VEBA) administration and investment platforms. HealthEquity completed an Initial Public Offering in July 2014.
Greenwich Areogroup Logo Aerospace and Defense Greenwich AeroGroup, Inc. operates a network of aviation services companies that seek to leverage their collective relationships and competencies. The Company has extensive capabilities globally and provides a full range of aviation services, including MRO, CRO, parts distribution and manufacturing services for business, commercial and military aircraft.
Foundation Source Logo Financial Services/
Business Services
Foundation Source is the leading provider of outsourced administrative services to private charitable foundations. Foundation Source’s services include back-office administration, real-time compliance monitoring, transaction processing, tax preparation and filing and regulatory and financial reporting.

Selected Former Portfolio Companies

TIP Capital Logo Financial Services/
Business Services
TIP Capital, LLC is an equipment finance company engaged in the lease finance and remarketing of technology, telecommunications and medical technology equipment. Sold in 2014 to Crestmark Bank Company.
Risk Stratagies Logo Insurance Brokerage Risk Strategies Company, Inc. sells property, liability, workers’ compensation, health & welfare, and other general insurance products to a wide range of medium and national commercial businesses operating in the U.S. The company has been ranked in the Top 60 largest brokers by Business Insurance magazine. Sold in 2013 to Kohlberg & Company.
FSV Payments Logo Financial Services FSV Payment Systems, Inc. is a leader in the delivery of prepaid debit program management and processing services. The company successfully delivers processing and prepaid card programs for payroll, rebates, loyalty and promotions and general-purpose reloadable cards for retail, gift and healthcare. Sold in 2012 to U.S. Bank. Logo Financial Services/
Business Services is a leading car insurance comparison-shopping site focused on lead generation. The Company was sold in 2010.