PORTFOLIO
Recapitalization: February 2024
Preferred Mortgage Services LLC (PMSI) is a leading independent provider of mortgage servicing solutions for the financial industry, providing loan accounting, investor reporting, account reconciliation and other services to a wide spectrum of mortgage servicers. PMSI’s cloud-based exception management platform, Q, comprehensively supports investor reporting and accounting needs.
www.pmsi.meFle
Venture Investment: April 2023
FlexWash Technologies, Inc. offers a Saas-based platform designed to enhance and maintain business operations for car washes. It integrates features like point of sale, customer relationship management, SMS marketing, assisted upselling, and equipment maintenance alerts.
www.flexwashtech.comFl alerts.
Acquired: February 2023
Headquarters: Los Angeles, California
Headquartered in Los Angeles, CA, NGS is a leading supplier of OEM and direct-sourced replacement parts for fitness equipment in health clubs and fitness centers around the world. The Company also offers value-add electronics repair and parts exchange services and builds custom strength equipment cables for its customers. NGS operates as a one-stop-shop for its customers’ aftermarket and after-warranty repair parts needs, offering a comprehensive and turn-key system for maintaining a diverse portfolio of commercial fitness equipment models that need to have aesthetic appeal and practical functionality at all times.
Minority Investment: November 2022
Headquarters: North Miami Beach, FL
Artistic, based in N. Miami Beach, FL, is a manufacturer of premium interlocking, decorative concrete pavers sold for outdoor living applications. The Company has manufacturing facilities in Miami and Phoenix and serves the fast-growing Southeastern and Southwestern geographic markets. The brand and product offering is widely respected by contractors and consumers, and the recent expansion in Miami positions the Company for tremendous growth.
Growth Investment: November 2022
Headquarters: Indianapolis, Indiana
Upper Hand is a leading provider of full-suite sports management software and solutions that enable businesses to achieve more while doing less. Sports facilities and sports training academies – from small enterprises to large franchises – use Upper Hand’s integrated software and payments platform to operate more efficiently, fuel growth, and provide premium experiences for their clients. Its product suite includes features like scheduling and registration, memberships, facility management, retail, video analysis tools, and more.
Acquired: December 2021
Headquarters: High Ridge, Missouri
D&S Car Wash Supply is a manufacturer and supplier of brand‐recognized, car wash equipment including in‐bay automatic, self‐serve, and truck wash systems, spare parts, auxiliary equipment, chemicals, and maintenance and install services. D&S’s line of IQ‐branded systems are manufactured with the highest quality materials and feature proprietary, state‐of‐the‐art technology that result in unparalleled wash quality and efficiency. D&S serves customers in the professional car wash, truck wash, convenience store, and auto dealership segments across the U.S. and Canada.
Acquired: July 2021
Headquarters: Eden, New York
KensieMae is a consultation services company that specializes in Mortgage Banking & Lending operations. With over a decade of successful company start-up management, operational and underwriting management, workflow development, platform creation and expansion, and LOS design, support, training and implementation experience, KensieMae provides real-world, hands-on experience, guidance and expertise to today’s challenging lending environment.
Acquired: October 2020
Headquarters: Long Beach, California
Applied Business Software, Inc. (“ABS”), is the leading cloud-based platform provider for the private lending industry. Founded in 1978, ABS provides loan servicing and origination software globally for private lending institutions, non-profits, municipalities, fund administrators, franchisors and many other businesses. ABS’s technology solutions enable lenders to service more loans, lower servicing costs, and reduce the time to close, all while ensuring the highest levels of compliance, quality, and efficiency.
Minority Investment: September 2019
Headquarters: Spokane, Washington
Monaco is a leading manufacturer and service provider of incident response and emergency management solutions for U.S. Government, and industrial facilities that are essential to the safety and security of military bases, domestic and international. Through the development of superior technology and innovative product designs, Monaco has established strong customer bases, delivering products that canvass fire monitoring, mobile first responder dispatch and integrated emergency incident management.