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

Direct Investments

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Partners with Management
Partners with Independent Sponsor
Partners with Private Equity
Refinancing
Accurate Group Holdings, Inc.Refinancing

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.

www.accurategroup.com

Growth Capital
A.C.T. Lighting, Inc.Growth Capital

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.

http://www.actlighting.com/

Buyout
All Metals Holdings, LLCBuyout

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

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

www.allmetals.com

Spin-Out
BCC Software, LLCSpin-Out

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 submit documentation for proper USPS postage payment.

OFS provided capital to a support a spin-out by a financial sponsor.

www.bccsoftware.com

Recapitalization
C7 Data Centers, Inc.Recapitalization

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

OFS partnered with management to facilitate a recapitalization.

www.c7.com

Recapitalization
Caddie Master Enterprises, Inc.Recapitalization

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 later sold.

www.caddiemaster.com

Refinancing
Community Investors, Inc.Refinancing

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.

www.communityinvestorsinc.com

Growth Capital
Sentry Centers Holdings, LLC (d.b.a. Convene)Growth Capital

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 provided growth capital to the independent sponsor-backed company.

www.convene.com

Refinancing
Contract Datascan Holdings, Inc. (d.b.a. Datascan)Refinancing

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

OFS partnered with a financial sponsor to effect a refinancing.

www.datascan.com

Management Buyout
Intelli-Mark Technologies (d.b.a. Etix)Management Buyout

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.

www.etix.com

 

Growth Capital
HealthFusion, Inc.Growth Capital

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

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

www.healthfusion.com

Refinancing
Intrafusion Holding Corp.Refinancing

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.

www.intrafusion.com

Refinancing
Jobson Healthcare Information, LLCRefinancing

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.

www.jmihealth.com

Recapitalization
MalabarRecapitalization

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.

www.malabar.com

Buyout
Master Cutlery, Inc.Buyout

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

Buyout
Mirage Trailers LLCBuyout

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.

www.miragetrailers.com

 

Refinancing
My Alarm Center, LLCRefinancing

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.

www.myalarmcenter.com

Growth Capital
NeoSystems Corp.Growth Capital

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.

www.neosystems.com

Acquisition Financing
Nudo Products, Inc.Acquisition Financing

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 later sold.

www.nudo.com

Buyout
Pfanstiehl Holdings, Inc.Buyout

Headquartered in Waukegan, IL, Pfanstiehl is a manufacturer of critical ingredients used to manufacture biologic protein drugs and vaccines.

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

www.pfanstiehl.com

Refinancing
Planet Fitness Midwest LLCRefinancing

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 growth capital.

www.planetfitness.com

 

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

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 (“DME”), rehabilitation equipment, and sleep diagnostic testing services.

OFS purchased equity in the private equity-backed company.

www.preferredhomecare.com

Growth Capital
Riveron Consulting, LLCGrowth Capital

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

Recapitalization
smarTours, LLCRecapitalization

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.

www.smartours.com

Debt Purchase
South Bay Mental Health Center, Inc.Debt Purchase

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.

www.southbaymentalhealth.com

Refinancing
Southern Technical Institute, LLCRefinancing

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.

www.southerntech.edu

Buyout
Stancor, Inc.Buyout

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.

www.stancorpumps.com

Acquisition Financing
Strategic Pharma Solutions, Inc.Acquisition Financing

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 provided acquisition financing to the private-equity backed company.

www.strategicpharmasolutions.com

Recapitalization
Tangible Software, Inc.Recapitalization

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
TRS Services, LLCBuyout

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.

http://www.trsglobal.com/