Investments

We seek to partner with owners and managers of middle-market businesses to unlock opportunities for value creation and growth.

PARTNERSHIP

A&A Transfer, Inc.

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Based in Chantilly, VA, A&A provides rigging and lift solutions to a diverse client base, complete with logistics management, handling, storage and transportation services for heavy capital assets.

OFS provided capital to support a financial sponsor in its investment in the company. OFS exited this investment.

www.aatransferinc.com

GROWTH CAPITAL

A.C.T. Lighting, Inc.

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Headquartered in Agoura Hills, CA, A.C.T. Lighting is a value-added wholesaler distributor of high-end lighting control consoles, lighting fixtures and cable assemblies for live entertainment events.

OFS provided growth capital to the independent sponsor-backed company. OFS exited this investment.

www.actlighting.com

REFINANCING

Accurate Group Holdings, Inc.

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Headquartered in Independence, OH, Accurate is a software-enabled provider of outsourced residential real estate transaction services to mortgage lenders and loan servicing institutions.

OFS invested capital to support a refinancing of the private equity-backed company. OFS subsequently exited this investment.

www.accurategroup.com

BUYOUT

All Metals Holdings, LLC

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Headquartered in Spartanburg, SC, All Metals is a toll processor and value-added distributor of steel for automotive, building products, appliances, lawn & garden, energy and other end markets.

OFS partnered with an independent sponsor to effect a control buyout.  OFS exited this investment when All Metals was sold.

www.allmetals.com

BUYOUT

All Star Auto Lights

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Headquartered in Orlando, FL, All Star Auto Lights is a leading value-added distributor of new and refurbished automotive headlights to collision repair shops.

OFS provided capital to support a financial sponsor in a control buyout.

www.allstarautolights.com

ACQUISITION FINANCING

Avision Sales Group

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Headquartered in Hershey, PA, Avision Sales Group is a provider of outsourced sales and marketing services to janitorial, sanitation, safety, and food service disposables and equipment manufacturers.

OFS provided acquisition financing to the private equity-backed company. OFS exited this investment.

www.avisionteam.com

SPIN-OUT

BCC Software, LLC

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Headquartered in Rochester, NY, BCC Software is a provider of software and data solutions that enable mail service providers and letter shops to manage mailing lists and produce “Intelligent Mail” barcodes for tracking mail pieces and electronically submitting documentation for proper USPS postage payment.

OFS provided capital to support a spin-out by a financial sponsor. OFS exited this investment when BCC was sold.

www.bccsoftware.com

RECAPITALIZATION

C7 Data Centers, Inc.

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Headquartered in Bluffdale, UT, C7 Data Centers is an operator of multi-tenant colocation data centers, providing its customers with value-added data center services and a Cloud offering.

OFS partnered with management to facilitate a recapitalization. OFS exited this investment when C7 was sold.

www.c7.com

RECAPITALIZATION

Caddie Master Enterprises, Inc.

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Headquartered in Jacksonville Beach, FL, Caddie Master is a leading provider of outsourced caddie management services to high-end golf clubs and resorts worldwide.

OFS partnered with management to facilitate a recapitalization. OFS exited this investment when Caddie Master was sold.

www.caddiemaster.com

BUYOUT

CenExel Clinical Research, Inc.

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Headquartered in Salt Lake City, Utah, Cenexel Clinical Research is an operator of clinical sites conducting trials for pharmaceutical development and FDA approval.

OFS provided acquisition financing to the private equity-backed company. OFS exited this investment.

www.jbrclinicalresearch.com

RECAPITALIZATION

Chemical Resources Holdings, Inc.

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Headquartered in Princeton, NJ, Chemical Resources Holdings is a custom compounder and global logistics provider of high-performance polymer materials, services and solutions.

OFS partnered with an independent sponsor to effect a recapitalization. OFS exited this investment.

www.chemres.com

ACQUISITION FINANCING

Cirrus Medical Staffing, Inc.

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Headquartered in Charlotte, NC, Cirrus is a national provider of travel nurses and travel allied healthcare professionals to acute care hospitals and healthcare facilities, as well as home health settings.

OFS provided acquisition financing to the private equity-backed company. OFS exited this investment.

www.cirrusmedicalstaffing.com

Refinancing

Community Investors, Inc.

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Headquartered in Denver, CO, Community Investors is a provider of SaaS-based products that automate communication, workflow processes and vendor management for residential real estate markets, including homeowner and condominium associations, realtors, and security providers.

OFS partnered with a financial sponsor to effect a refinancing. OFS exited this investment when Community Investors was sold.

www.communityinvestorsinc.com

REFINANCING

Contract Datascan Holdings, Inc. (D.B.A. Datascan)

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Headquartered in Carrollton, TX, Datascan provides portable barcode scanners and web-based data analytics to retailers.

OFS partnered with an independent sponsor to effect a refinancing. The debt investment has been repaid. OFS continues to have an equity interest in the company.

www.datascan.com

GROWTH CAPITAL

Sentry Centers Holdings, LLC (D.B.A. Convene)

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Headquartered in New York, NY, Convene is an owner-operator of executive conference centers that provide off-site meeting and event solutions in metropolitan areas.

OFS partnered with management to provide growth capital. The debt investment has been repaid. OFS continues to have an equity interest in the company.

www.convene.com

BUYOUT

DRS Imaging Services, LLC

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Headquartered in Springfield, NJ, DRS is a provider of Business Process Outsourcing and Document Technologies Services to technology-driven end markets.

OFS partnered with an independent sponsor to effect a control buyout. The debt investment has been repaid and OFS continues to have an equity interest in the company.

www.drsimaging.com

BUYOUT

EbLens

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Headquartered in Torrington, CT, EbLens is a specialty retailer of urban-inspired footwear, apparel, and accessories in the Northeast.

OFS provided capital to support a financial sponsor in a control buyout.

www.eblens.com

ACQUISITION FINANCING

Envocore

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Headquartered in Gambrills, MD, Envocore is a provider of lighting and water building efficiency services to government, institutional, and commercial customers.

OFS provided acquisition financing to the private equity-backed company.

www.envorcore.com

BUYOUT

Eventus Wholehealth, PLLC

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Headquartered in North Carolina, Eventus Wholehealth is a provider of on-site, primary care and ancillary services for residents and patients of post-acute care facilities.

OFS partnered with a New York City-based sponsor to effect a control buyout. OFS subsequently exited this investment.

www.eventuswholehealth.com

ACQUISITION FINANCING

Excelin Home Health, LLC

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Excelin Home Health is an operator of home health and hospice services in Texas and California.

OFS provided acquisition financing to the private equity-backed company.

www.excelin.com

GROWTH CAPITAL

HealthFusion, Inc.

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Headquartered in Solana Beach, CA, HealthFusion is a provider of web-based electronic health records and practice management software for healthcare providers.

OFS partnered with management to provide growth capital. OFS exited this investment when HealthFusion was sold.

www.healthfusion.com

BUYOUT

Honor Health Network

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Headquartered in Philadelphia, PA, Honor Health Network is a provider of home-based personal care services under Home and Community Based Services Medicaid waiver programs in PA, NY and Washington D.C.

OFS provided capital to support a financial sponsor in a control buyout.

www.honorhealthnetwork.com

MANAGEMENT BUYOUT

Intelli-Mark Technologies (D.B.A. Etix)

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Headquartered in Morrisville, NC, Etix is an international, web-based ticketing service provider for the entertainment industry.

OFS partnered with management to effectuate a management buyout. OFS subsequently exited this investment.

www.etix.com

REFINANCING

Intrafusion Holding Corp.

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Headquartered in Houston, TX, Intrafusion is a manager of physicians’ office-based infusion therapy centers.

OFS provided capital to effect a refinancing of the private equity-backed company. OFS exited this investment when Intrafusion was sold.

www.intrafusion.com

REFINANCING

Jobson Healthcare Information, LLC

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Headquartered in New York, NY, Jobson is a healthcare information and marketing services provider to healthcare professionals across multiple specialties.

OFS provided capital to support a refinancing of the private equity-backed company. OFS exited this investment when Jobson was sold.

www.jmihealth.com

BUYOUT

Kreg, LLC

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Headquartered in Chicago, IL, Kreg, LLC manufactures, sells and rents proprietary medical beds for complex bariatric and critical care patient needs.

OFS provided capital to support a financial sponsor in a control buyout.

www.kreg.us

REFINANCING

Lucor, Inc.

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Headquartered in Raleigh, NC, Lucor is a franchisee of 158 Jiffy Lubes in six states in the Midwest and Mid-Atlantic.

OFS partnered with management to provide a refinancing of debt. OFS subsequently exited this investment.

RECAPITALIZATION

Malabar

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Headquartered in Simi Valley, CA, Malabar is a designer and manufacturer of ground support equipment for the worldwide aviation industry.

OFS partnered with management to facilitate a recapitalization. OFS exited this investment when Malabar was sold.

www.malabar.com

BUYOUT

Master Cutlery, Inc.

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Headquartered in Secaucus, NJ, Master Cutlery is a designer and marketer of outdoor and recreational products, including crossbows, knives, swords, self-defense products and collectibles.

OFS provided capital to support a financial sponsor in a control buyout.

www.mastercutlery.com

PARTNERSHIP

Milrose

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Headquartered in New York, NY, Milrose provides mission-critical building compliance consulting services to the Class A commercial real estate market through its diverse portfolio of permitting, code & zoning, regulatory filing, due diligence and other compliance solutions.

OFS provided capital to support a financial sponsor in its investment in the company.

www.milrose.com

BUYOUT

Mirage Trailers LLC

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Headquartered in Nampa, ID, Mirage is a manufacturer of enclosed trailers, utility trailers and towable RVs.

OFS partnered with an independent sponsor to effect a control buyout. OFS exited this investment.

www.miragetrailers.com

REFINANCING

My Alarm Center, LLC

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Headquartered in Newton Square, PA, My Alarm Center is a provider of security alarm and home automation solutions for primarily residential households in the United States.

OFS provided capital to support a refinancing and growth of the private equity-backed company. OFS exited this investment.

www.myalarmcenter.com

GROWTH CAPITAL

NeoSystems Corp.

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Headquartered in Tysons Corner, VA, NeoSystems is a provider of outsourced back-office support to small and medium-sized businesses.

OFS partnered with management to provide growth capital. OFS exited this investment.

www.neosystems.com

ACQUISITION FINANCING

Nudo Products, Inc.

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Headquartered in Springfield, IL, Nudo is a manufacturer of decorative and functional wall, ceiling and floor panels in the building products market.

OFS provided acquisition financing to the private equity-backed company. OFS exited this investment when Nudo was sold.

www.nudo.com

Growth Capital

O2 Holdings, LLC (d.b.a. O2 Fitness)

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Headquartered in Raleigh, NC, O2 Fitness is a health and fitness club concept with 23+ locations in North Carolina and South Carolina offering a superior fitness experience that includes best in class amenities as well as group fitness, personal training, and more.

OFS partnered with management to provide growth capital. OFS exited this investment.

www.o2fitnessclubs.com

Buyout

One GI

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Headquartered in Nashville, TN, One GI is a gastroenterology management services organization that partners with GI physicians to help them manage, optimize and grow their practices.

OFS provided capital to support a financial sponsor in its investment in the company.

www.onegi.com

Buyout

Online Tech Stores, LLC

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Headquartered in Reno, NV, OTS is a wholesale distributor of compatible imaging supplies and accessories. OTS does business under the name Supplies Wholesalers.

OFS partnered with an independent sponsor to effect a control buyout. OFS exited this investment.

www.supplieswholesalers.com

Buyout

Palmetto Moon

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Headquartered in Charleston, SC, Palmetto Moon is a specialty retailer in the Southeast. OFS partnered with an independent sponsor to effect a control buyout.

The debt investment has been repaid. OFS continues to have an equity interest in the company.

www.palmettomoononline.com

Recapitalization

Performance Team, LLC

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Headquartered in Los Angeles, CA, PT offers a full suite of e-commerce, retail, wholesale, and omnichannel distribution and transportation services, including dedicated facility management, replenishment, pick and pack, garment on hanger (GOH), value-added services, retail compliance, consolidation/deconsolidation, transload and drayage, etc.

OFS exited this investment when Performance Team was sold.

www.performanceteam.net

Refinancing

Planet Fitness Midwest LLC

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Founded in 1992 in Dover, NH, Planet Fitness (NYSE:  PLNT) is one of the largest and fastest-growing franchisors and operators of fitness centers in the U.S. by number of members and locations.  Planet Fitness Midwest is a franchisee based in Cincinnati, OH, focused primarily on serving markets in the Midwest.

OFS partnered with management to provide a refinancing of debt and growth capital. OFS exited this investment.

www.planetfitness.com

Buyout

Maverick Healthcare Equity, LLC (d.b.a. Preferred Homecare)

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Headquartered in Phoenix, AZ, Preferred Homecare is a diversified provider of homecare products and services including home infusion therapy, home respiratory therapy equipment, durable medical equipment, rehabilitation equipment, and sleep diagnostic testing services.

OFS purchased equity in the private equity-backed company. OFS exited this investment when Maverick was sold.

www.preferredhomecare.com

Buyout

Professional Pipe, LLC

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Headquartered in Norwood, NC, Professional Pipe provides equipment and piping installation services primarily to poultry processors.

OFS partnered with an independent sponsor to effect a control buyout.

Growth Capital

Riveron Consulting, LLC

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Headquartered in Dallas, TX, Riveron is a provider of event-driven financial consulting and due diligence for middle-market companies and private equity funds.

OFS partnered with management to provide growth capital. OFS exited this investment.

www.riveronconsulting.com

Refinancing

SAFE Security, Inc.

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Headquartered in San Ramon, CA, SAFE is a provider of security and alarm services primarily to residential customers.

OFS partnered with a financial sponsor to effect a refinancing.  OFS exited this investment when Safe was sold.

 

Recapitalization

smarTours, LLC

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Headquartered in New York, NY, smarTours is a developer and marketer of value-oriented escorted group tours to foreign destinations.

OFS partnered with an independent sponsor to effect a recapitalization. OFS exited this investment when smarTours was sold.

www.smartours.com

Buyout

Soccer Shots Franchising, LLC

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Headquartered in Harrisburg, PA, Soccer Shots Franchising, LLC is a youth soccer franchisor that provides quality and engaging training programs in partnership with childcare centers, schools and other public locations.

OFS provided capital to support a financial sponsor in a control buyout.

www.soccershotsfranchising.com

ACQUISITION FINANCING

SourceHOV Tax

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Headquartered in Fort Worth, TX, SourceHOV Tax is a leading provider of tax incentive solutions to accounting firms and small and medium-sized businesses throughout the U.S.

OFS provided capital to support a financial sponsor in its acquisition of the company in a carve-out transaction.

www.sourceadvisors.com

Debt Purchase

South Bay Mental Health Center, Inc.

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Headquartered in Brockton, MA, South Bay is a provider of a full continuum of community-based outpatient behavioral and mental health services.

OFS purchased debt in the private equity-backed company. OFS exited this investment.

 

Refinancing

Southern Technical Institute, LLC

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Headquartered in Orlando, FL, Southern Technical College is an operator of for-profit post-secondary technical colleges and institutes.

OFS provided capital to support a refinancing of the private equity-backed company, and the debt investment has been repaid. OFS continues to have an equity interest in the company.

www.southerntech.edu

Buyout

Stancor, Inc.

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Headquartered in Monroe, CT, Stancor is a designer and manufacturer of electric submersible pumps, controls, accessories and parts.

OFS partnered with an independent sponsor to effect a control buyout. OFS exited this investment.

www.stancorpumps.com

ACQUISITION FINANCING

Strategic Pharma Solutions, Inc.

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Founded in 2007, Strategic Pharma Solutions, Inc. is a Raleigh-based healthcare communications agency focused on bringing clients tailor-made, strategic solutions for their marketing and communications needs.

OFS partnered with an independent sponsor to provide acquisition financing. OFS exited this investment when Strategic Pharma Solutions was sold.

 

Buyout

TalentSmart

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Headquartered in San Diego, California, TalentSmart  is a provider of emotional intelligence training to clients ranging from the military to Fortune 500 companies.

OFS partnered with an independent sponsor to effect a control buyout and the debt investment has been repaid. OFS continues to have an equity interest in the company.

www.talentsmart.com

Recapitalization

Tangible Software, Inc.

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Headquartered in McLean, VA, Tangible is a provider of high-end cyber security services to public and commercial customers.

OFS partnered with management to facilitate a recapitalization. OFS exited this investment.

www.tangiblesecurity.com

Buyout

The Escape Game, LLC

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Headquartered in Nashville, TN, the Escape Game operates interactive escape room games in eight locations.

OFS provided capital to support a financial sponsor in a control buyout.

www.theescapegame.com

Buyout

Tolemar, LLC

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Headquartered in Huntington Beach, CA, Tolemar, LLC designs, manufactures and distributes branded and private label aftermarket parts and accessories for motorcycles, UTVs and ATVs.

OFS provided capital to support a financial sponsor in a control buyout.

www.tolemar.com

Buyout

TRS Service, LLC

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Headquartered in Houston, TX, TRS is a provider of specialized repair and maintenance services for industrial gas turbine components.

OFS partnered with an independent sponsor to effect a control buyout.  OFS’s debt investment has been repaid. OFS continues to have equity ownership in the company.

www.trsglobal.com

Buyout

TTG Healthcare, LLC

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Headquartered in Pittsburgh, Pennsylvania, TTG Healthcare is a provider of diagnostic imaging services, radiopharmaceuticals and imaging equipment services and sales for healthcare providers.

OFS partnered with an independent sponsor to effect a control buyout. OFS exited this investment.

www.tomaykogroup.com

Recapitalization

United Biologics Holdings, LLC (d.b.a. United Allergy Services)

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Headquartered in San Antonio, TX, United Allergy Services is a provider of immunotherapy and allergy testing services to patients through primary care physicians.

OFS partnered with a financial sponsor to effect a recapitalization. The debt investment has been repaid. OFS continues to have an equity interest in the company.

www.unitedallergyservices.com

Refinancing

Wastebuilt Environmental Solutions, LLC

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Headquartered in Chicago, Illinois, Wastebuilt Environmental Solutions is a provider of parts, equipment and services to the refuse hauling industry.

OFS partnered with a family office to effect a refinancing. OFS exited this investment.

www.wastebuilt.com

Investments shown represent all investments made where company has given consent to use their name and/or logo. The reader should not assume that an investment in any of the names identified above was or will be profitable.