Portfolio

Current Investments

Champion Wellness Centers

Investment Date
March 2024
Industry
Healthcare Services

Based in Tampa, Florida, Champion operates a network of wellness centers focused on chiropractic care and multidisciplinary services. These include physical therapy, shockwave therapy, trigger point injections, regenerative medicine, and additional chiropractic treatments. Champion stands out by delivering evidence-based care that integrates holistic wellness, personalized treatment, and patient education. This approach supports better outcomes and long-term health benefits. With a consistent focus on value-driven care, Champion has earned a strong reputation across the chiropractic and wellness market.

www.championwellness.com

Sweet Tooth Holdings

Investment Date
October 2023
Industry
Manufacturing

Sweet Tooth, based in Edgewood, New York, provides low-volume, high-custom tooling and injection molding services through two divisions: Micelli and Aztec. Micelli is the leading North American producer of injection polycarbonate chocolate molds, serving both artisanal and industrial chocolate makers. Aztec delivers custom tooling and molding for food, cosmetics, pharmaceuticals, automotive, and retail sectors. Together, the divisions enable Sweet Tooth to offer specialized, precision-molded solutions supported by in-house expertise and a strong reputation in both food and commercial markets.

www.micelli.com
www.aztectool.com

EarthWay

Investment Date
August 2023
Industry
Manufacturing

Based in Bristol, Indiana, EarthWay is a manufacturer and innovator of precision lawn & garden products including spreaders, gardening tools, ice control equipment and related accessories. With a history spanning more than 55 years, the Company serves professional turf managers, master gardeners, snow removal professionals, and chemical applicators across both commercial and consumer sales channels.

www.earthway.com

Renovate America Holdings, LLC

Investment Date
November 2021
Industry
Building Products / Building Materials

Renovate America is a specialty interior building products component platform selling directly to manufacturers, assemblers, and professional installers, primarily addressing residential interior renovations. Renovate America operates two market facing brands, San Benito Shutter and Lewis Cabinet Specialties with locations in the southern and western United States. Renovate America is headquartered in Tremonton, Utah.

www.sanbenitoshutter.com
www.lewiscabinet.com

Synergy IOM, LLC

Investment Date
November 2020
Industry
Healthcare Services

Based in Dallas, Texas, Synergy IOM, LLC provides Intraoperative Neurophysiological Monitoring (IONM), or neuromonitoring for spinal, cranial, and pain management surgical procedures in Texas.  IONM is the use of electronic systems to monitor and track a patient’s nervous system, spinal cord, and brain during surgery to provide guidance to a surgeon and anesthesiologist and reduce risks to a patient.

 

Kelly Roofing

Investment Date
September 2020
Industry
Residential Services

Headquartered in Naples, Florida, and founded in 1972, Kelly Roofing installs replacement residential and commercial roofing systems, and repairs existing roofs in Florida.  Their services include roof replacement, roof repair, accessories (gutters, skylights, roof cleaning, etc.), inspection and insurance claims, and emergency repair work.

www.kellyroofing.com

Realized Investments

Command Investigations

Investment Date
April 2019
Exit Date
March 2025
Industry
Business Services

Based in Lake Mary, Florida, Command Investigations is a private investigation company that offers surveillance, medical canvasses, social media investigations and other investigative services to the insurance defense community.

www.gocommand.com

Montgomery DME

Investment Date
December 2018
Exit Date
August 2022
Industry
Healthcare Services

Based in Santa Fe Springs, CA, Montgomery DME provides durable medical equipment on a rental basis to hospices throughout Southern California.

www.montgomerydme.com