• Private Equity
  • Family Offices
  • Mezzanine and Credit
  • Banks and Lenders
  • Independent Sponsors
  • Corporate Acquirors
  • Commercial Finance Firms
  • Direct LP Investments


  • Middle Market and Lower Middle Market
  • Bootstrapped and Independently Owned
  • Family & Employee Run Businesses
  • Venture and PE-Backed Companies
  • Corporate Subsidiaries
  • Management Buyouts

Our Corporate Clients

Gimbal helps brands and ad agencies perfect their marketing relevance for consumers with data.  It is the world’s leading enterprise platform for real-time, geo-based mobile marketing data.Gimbal provides the leading mobile engagement platform for use by brands, retailers, advertisers, venues and out-of-home (OOH) networks.

Pixalate curates a data platform with a comprehensive suite of products specifically built to bring transparency to programmatic advertising. Pixalate monitors hundreds of billions of ad events in real time by tapping into the global RTB data stream, providing insights to optimize performance, benchmark supply quality, and eliminate fraud.


OptimisCorp owns and operates 37 physiotherapy clinics through California, Washington, and Florida.  It is also the provider of industry-leading, evidence-based physical therapy EMR.  OptimisCorp improves the consistency and quality of care delivered by health care professionals and other fitness professionals by giving them access to evidence-based and clinically proven tools, to provide higher quality care for rehab, injury prevention, and performance enhancement.

HDKaraoke is a leading entertainment technology company that designs the HDK Box and distributes content through the HDK Portal. Combined, the HDK Box and HDK Portal are seamlessly integrated to deliver instant access to thousands of original karaoke music videos directly via the internet.  The HDK Box is a revolutionary karaoke machine that brings together the latest karaoke technology available today. The HDK Box supports LAN/Wi-Fi internet connectivity, 1080 resolution, and a wide range of multimedia contents with the newest Sigma Design 8653 Processor.

MyKlovr is an artificial-intelligence enabled virtual college advisor that helps students break down their journey into personalized goals and increases their chances of getting into the college of their dreams.  myKlovr guides college bound students and their parents every step of the way through the college admissions process and well beyond.

Handle Financial provides innovative technology for money movement, bill presentment and bill payment through three core businesses. The PayNearMe network allows businesses and government agencies to accept cash payments in 28,000 stores nationwide, including CVS, 7-Eleven, Family Dollar and more. Handle Platform provides real-time bill presentment and same-day payment capabilities.  The Prism Money app empowers consumers to manage their financial lives more efficiently.

Green Dot is leading provider of reloadable prepaid debit cards and cash reload processing services in the U.S.  Green Dot cards are available at more than 60,000 retail stores, including CVS, Rite Aid, Walgreens, and Dollar Tree.  Green Dot is also a leader in mobile technology and mobile banking with the award-winning GoBank mobile checking account and the largest processor of tax refund disbursements in the U.S.

Kinecta is one of the nation’s leading credit unions, with more than $4 billion in assets and serving over 285,000 members across the country.  Kinecta was formed from a simple idea in 1940 as Hughes Aircraft Employees Federal Credit Union when employees of company were spending too much lunchtime driving downtown to handle their finances.

Our Investor Clients

The Michelson Runway is the world’s first accelerator dedicated to supporting innovations in both higher education as well as career training. Our mission is to enable all students around the world to have access to an affordable, equitable, and high-quality education that leads to a meaningful career. The Michelson Runway makes investments in three focus areas: access & impact; success, learning technologies, and workforce development.

Run Group is an innovative real estate investment and development company that attributes its significant growth to the detailed, hands-on ownership approach from its founders. Run Group focuses on the acquisition, rehabilitation and short-term disposition of residential and multi-family properties throughout Los Angeles County. Their deep expertise in urban markets allows them to efficiently conduct due diligence and close on investments quickly.

HLD Group is an industrial operating company with consolidated revenues of £150 million that makes active investments into portfolio companies, looking to play an influential role in the short and medium term. HLD Group focuses on industrial businesses which encompasses manufacturing, engineering and materials distribution.

Singular Research aims to be the most trusted supplier of independent, trusted, single-source research on small-to- micro cap companies to small-to- medium sized hedge funds. Singular Research provides quarterly updates for 40 to 70 companies and strives to find under or overvalued securities.

Norris Equity Partners is a regionally-focused private equity firm based in the Midwest. The firm provides liquidity and capital solutions for small to mid-sized businesses while offering portfolio diversification for investors. NEP’s value creation expertise includes partnering with strong management teams, market knowledge and deep industry relationships. While sector-agnostic, NEP does have expertise in the distribution, manufacturing, service and finance industries. The firm’s typical deal sizes range from $250,000 to $5.0 million.

StoneCreek Capital is a private equity firm that invests in growth-oriented middle market companies in a wide range of industries. StoneCreek Capital targets investments in companies with $2 million to $10 million in EBITDA. The principals of StoneCreek have sponsored the acquisition or recapitalization of more than 35 companies, totaling over $1.4 billion in enterprise value.