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.
Headquartered in Hershey, PA, Avision Sales Group is a provider of outsourced sales and marketing services to janitorial, sanitation, safety, and foodservice disposables and equipment manufacturers.
OFS provided acquisition financing to the private-equity backed company.
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.
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.
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. OFS exited this investment when All Metals was sold.
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.
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. OFS exited this investment when BCC was sold.
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. OFS exited this investment when C7 was sold.
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.
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.
Headquartered in Princeton, New Jersey 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.
Cirrus Medical Staffing, Inc.Acquisition Financing
Headquartered in Charlotte, NC, Cirrus is a national provider of travel nurse 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.
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.
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 partnered with management to provide growth capital.
Headquartered in Springfield, NJ, DRS is a provider of Business Process Outsourcing (“BPO”) and Document Technologies Services (“DTS”) 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.
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.
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.
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 sold.
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.
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.
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.
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.
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. The debt investment has been repaid. OFS continues to have an equity interest in the Company.
Headquartered in Fort Worth, TX, SourceHOV Tax is a leading provider of tax incentive solutions to accounting firms 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.
O2 Holdings, LLC (d.b.a. O2 Fitness)Growth Capital
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.
Headquartered in Charleston, SC, Palmetto Moon is a specialty retailer in the Southeast U.S. OFS partnered with an independent sponsor to effect a control buyout.
Headquartered in Los Angeles, CA, PT offers a full suite of ecommerce, retail, wholesale, and omni-channel 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.
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.
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. OFS exited this investment when Maverick was sold.
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.
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.
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. The debt investment has been repaid. OFS continues to have an equity interest in the Company.
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.
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.
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 an equity ownership in the Company.
Headquartered in Pittsburgh, Pennsylvania TTG Healthcare is a provider of diagnostic imaging services, radiopharmaceuticals, and imaging equipment service and sales for healthcare providers.
OFS partnered with an independent sponsor to effect a control buyout.
United Biologics Holdings, LLC (d.b.a. United Allergy Services)Recapitalization
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.
The names identified and described above do not represent all of our investments purchased, sold, or recommended for client accounts. The reader should not assume that an investment in any of the names identified above was or will be profitable.
