Portfolio Companies
All 8 active positions in the Q4-2026 review cycle.
Helix Analytics
Vertical SaaS platform for mid-market insurance carriers; underwriting workbench + embedded analytics.
Cardinal MedDevices
Contract manufacturer of Class II single-use surgical instruments; 3 FDA-registered facilities.
Atlas Cold Logistics
Regional cold-chain 3PL — 14 refrigerated DCs across the Southeast serving grocery and QSR.
Northwind Brands
House of premium outdoor apparel brands sold DTC and via specialty wholesale.
Quanta Payments
Integrated payments processor embedded in vertical software platforms (property mgmt, healthcare).
Vertex Facilities Group
Roll-up of commercial HVAC and mechanical services providers across the Sun Belt.
Lumen Education
K-12 supplemental learning platform sold to school districts and directly to families.
Steel River Components
Precision-machined components for aerospace and defense OEMs; AS9100D certified across 4 plants.