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Investment: Industrial Thermal Services
Lead Sponsors: Amberjack Capital Partners
Initial Investment: 2024
Investment Vehicle: Fund IV
ITS is an industrial services company that provides on-site and off-site heat treatment services as well as various complementary specialty services. For more information please visit www.its-thermal.com
Investment: Industrial Thermal Services
Lead Sponsors: Amberjack Capital Partners
Initial Investment: 2024
Investment Vehicle: Fund IV
ITS is an industrial services company that provides on-site and off-site heat treatment services as well as various complementary specialty services. For more information please visit www.its-thermal.com
Investment: The Dwyer Group
Lead Sponsor: TZP Group
Initial Investment: 2011
Investment Vehicle: Fund I
The Dwyer Group (now known as Neighborly) is a franchisor of a variety of residential and commercial service brands. At the time of Cohesive's investment, its brands included Aire Serv, Glass Doctor, Mr. Appliance, Mr. Electric, Mr. Rooter, Rainbow International, and The Grounds Guys. For more information, please visit www.neighborlybrands.com.
Investment: Glenfarne Asset Company
Lead Sponsor: Glenfarne Group
Initial Investment: 2015
Investment Vehicle: Fund I
Glenfarne Asset Company is an owner and developer of power infrastructure assets in North and Latin America. The company's portfolio of assets include backup power generation facilities, run-of-river hydro plants, and integrated biomass facilities.
Investment: Reed Minerals
Lead Sponsors: Speyside Equity
Initial Investment: 2024
Investment Vehicle: Fund IV
Reed Minerals is a leading provider of abrasive blasting media and roofing granules across North America. For more information please visit www.blackbeautyabrasives.com
Investment: Reed Minerals
Lead Sponsors: Speyside Equity
Initial Investment: 2024
Investment Vehicle: Fund IV
Reed Minerals is a leading provider of abrasive blasting media and roofing granules across North America. For more information please visit www.blackbeautyabrasives.com
Investment: Insomnia Cookies
Lead Sponsors: Verlinvest & Mistral Equity Partners
Initial Investment: 2024
Investment Vehicle: Fund IV
Insomnia Cookies is a multi-location quick-service restaurant concept, specializing in baking and delivering warm cookies. For more information please visit www.insomniacookies.com
Investment: Insomnia Cookies
Lead Sponsors: Verlinvest & Mistral Equity Partners
Initial Investment: 2024
Investment Vehicle: Fund IV
Insomnia Cookies is a multi-location quick-service restaurant concept, specializing in baking and delivering warm cookies. For more information please visit www.insomniacookies.com
Investment: Care Connectors Medical Group
Lead Sponsors: Epilog Partners
Initial Investment: 2024
Investment Vehicle: Fund IV
Care Connectors is a value-based care enablement platform supporting health plans and risk-bearing providers in their efforts to drive improved outcomes. For more information please visit www.myccmg.com
Investment: Care Connectors Medical Group
Lead Sponsors: Epilog Partners
Initial Investment: 2024
Investment Vehicle: Fund IV
Care Connectors is a value-based care enablement platform supporting health plans and risk-bearing providers in their efforts to drive improved outcomes. For more information please visit www.myccmg.com
Investment: Impact XM
Lead Sponsors: Riverside Value Fund
Initial Investment: 2024
Investment Vehicle: Fund IV
Impact XM is a global, full-service event and experiential marketing agency. The company provides a range of solutions across business and consumer trade shows, conferences, meetings, event activations, and digital engagements. For more information please visit www.impact-xm.com
Investment: Impact XM
Lead Sponsors: Riverside Value Fund
Initial Investment: 2024
Investment Vehicle: Fund IV
Impact XM is a global, full-service event and experiential marketing agency. The company provides a range of solutions across business and consumer trade shows, conferences, meetings, event activations, and digital engagements. For more information please visit www.impact-xm.com
Investment: AmeriPro Health
Lead Sponsors: Whistler Capital Partners
Initial Investment: 2024
Investment Vehicle: Fund IV
AmeriPro Health is a provider of medical transportation and patient logistics, serving hospitals and municipalities in the Southeastern U.S. For more information please visit www.ameriprohealth.com
Investment: AmeriPro Health
Lead Sponsors: Whistler Capital Partners
Initial Investment: 2024
Investment Vehicle: Fund IV
AmeriPro Health is a provider of medical transportation and patient logistics, serving hospitals and municipalities in the Southeastern U.S. For more information please visit www.ameriprohealth.com
Investment: The Dwyer Group
Lead Sponsor: TZP Group
Initial Investment: 2011
Investment Vehicle: Fund I
The Dwyer Group (now known as Neighborly) is a franchisor of a variety of residential and commercial service brands. At the time of Cohesive's investment, its brands included Aire Serv, Glass Doctor, Mr. Appliance, Mr. Electric, Mr. Rooter, Rainbow International, and The Grounds Guys. For more information, please visit www.neighborlybrands.com.
Investment: Suja Life
Lead Sponsor: Goldman Sachs
Initial Investment: 2020
Investment Vehicle: Fund III
Suja is a leading producer of Natural Healthy Beverages, with a focus on premium, Cold Pressed Juices, with organic, non-GMO ingredients. For more information please visit www.sujajuice.com
Investment: Battea Class Action Services
Lead Sponsors: Towerbrook
Initial Investment: 2021
Investment Vehicle: Fund III
Battea Class Action Services is a leading provider of securities claims management services to nearly 1,000 global financial institutions, including many of the world’s largest banks, hedge funds, asset managers and buy-side investors. Founded in 2001, Battea has developed a proprietary technology platform and differentiated expertise in managing claims involving complex trading and international securities lawsuits. For more information please visit www.battea.com
Investment: Ingram Micro
Lead Sponsors: Platinum Equity
Initial Investment: 2021
Investment Vehicle: Fund III
Ingram Micro is a global technology distributor, providing both hardware (PCs, servers, storage, networking equipment, etc.) and software to a large base of 250,000+ customers and via 2,000+ vendors. For more information please visit corp.ingrammicro.com
Investment: Innovations in Nutrition + Wellness
Lead Sponsors: Cornell Captial
Initial Investment: 2021
Investment Vehicle: Fund III
Innovations in Nutrition + Wellness (“INW” ), headquartered in Dallas, Texas, is a leader in custom R&D, manufacturing and marketing support solutions for global brands that serve the fast-growing nutrition and wellness industry. The company is a turnkey service provider of a range of differentiated products, including powders, liquids, capsules and tablets, gels, food bars, creams and lotions. For more information please visit www.inw-group.com
Jenning Medina
Executive Assistant
Office Manager
Prior to Cohesive, Ms. Medina assisted and supported Evercore’s Private Fund Group as a sales assistant while supporting senior level team members. Most of her career has been dedicated to managing and directing the everyday administrative functions within highly respected organizations and firms. With a background in computer science and a discipline in business applications she brings with her an extensive background of administrative knowledge and experience. Ms. Medina is a certified Programmer Analyst with a disciple in Business Applications received from The Chubb Institute. .
Investment: Parella Motorsports Holdings
Lead Sponsors: Velocity Capital Management
Initial Investment: 2023
Investment Vehicle: Fund IV
Parella Motorsports Holdings is the largest owner and operator of grassroots motorsports live events racing classifications across the U.S. and Canada. For more information please visit www.svra.com
Investment: Parella Motorsports Holdings
Lead Sponsors: Velocity Capital Management
Initial Investment: 2023
Investment Vehicle: Fund IV
Parella Motorsports Holdings is the largest owner and operator of grassroots motorsports live events racing classifications across the U.S. and Canada. For more information please visit www.svra.com
Investment: Exer Urgent Care
Lead Sponsors: Quilvest
Initial Investment: 2021
Investment Vehicle: Fund III
Exer is a premier independent network of urgent care clinics in Southern California. For more information please visit www.exerurgentcare.com
Investment: Exer Urgent Care
Lead Sponsors: Quilvest
Initial Investment: 2021
Investment Vehicle: Fund III
Exer is a premier independent network of urgent care clinics in Southern California. For more information please visit www.exerurgentcare.com
Investment: Huntington Solutions
Lead Sponsor: Mill Point Capital
Initial Investment: 2016
Investment Vehicles: Fund I & Fund II
Huntington is a producer of custom shape molded and fabricated foam made from expanded polystyrene, expanded polypropylene, and other resins. The Company provides value-added, custom-engineered products including protective packaging, foam for headrests and helmets, and energy absorbing materials for automotive components. For more information please visit www.hunt-sol.com.
Investment: Huntington Solutions
Lead Sponsor: Mill Point Capital
Initial Investment: 2016
Investment Vehicles: Fund I & Fund II
Huntington is a producer of custom shape molded and fabricated foam made from expanded polystyrene, expanded polypropylene, and other resins. The Company provides value-added, custom-engineered products including protective packaging, foam for headrests and helmets, and energy absorbing materials for automotive components. For more information please visit www.hunt-sol.com.
Investment: Atlantix Global Systems
Lead Sponsor: Mill Point Capital
Initial Investment: 2015
Investment Vehicles: Fund I & Fund II
Atlantix Global Systems is an independent global reseller of pre-owned enterprise-class IT equipment. The company buys, sells, consigns and trades IT products such as servers, switches, and hard drives manufactured by a variety of OEMs, including Cisco, HP, IBM, Dell, and Sun Microsystems. For more information please visit www.atlantixglobal.com
Investment: Atlantix Global Systems
Lead Sponsor: Mill Point Capital
Initial Investment: 2015
Investment Vehicles: Fund I & Fund II
Atlantix Global Systems is an independent global reseller of pre-owned enterprise-class IT equipment. The company buys, sells, consigns and trades IT products such as servers, switches, and hard drives manufactured by a variety of OEMs, including Cisco, HP, IBM, Dell, and Sun Microsystems. For more information please visit www.atlantixglobal.com
Investment: Athene Holding
Lead Sponsor: Apollo Global Management
Initial Investment: 2014
Investment Vehicle: Fund I
Athene Holding is an insurance company that principally provides fixed annuity products in the United States. For more information please visit www.athene.com .
Investment: Athene Holding
Lead Sponsor: Apollo Global Management
Initial Investment: 2014
Investment Vehicle: Fund I
Athene Holding is an insurance company that principally provides fixed annuity products in the United States. For more information please visit www.athene.com .
Investment: Standard Bank and Trust Co.
Lead Sponsor: Stone Point Capital
Initial Investment: 2013
Investment Vehicle: Fund I
Prior to being acquired by First Midwest Bank, Standard Bank and Trust Co. was a community bank that serviced mostly commercial clients for their business and personal needs, offering commercial, mortgage and consumer loans and a range of deposit products through its 42 branches across the southwestern and southern Chicago suburbs and northwest Indiana.
Investment: Epic Gas
Lead Sponsor: Jefferies Capital Partners
Initial Investment: 2012
Investment Vehicle: Fund I
Epic Gas owns and operates a fleet of fully pressurized gas carriers providing seaborne services for the transportation of liquefied petroleum gas and petrochemicals. The Company`s vessels serve as a crucial link in the international gas supply chains of leading oil majors and commodity trading houses throughout Southeast Asia, Europe, West Africa and the Americas. For more information, please visit www.epic-gas.com.
Investment: Epic Gas
Lead Sponsor: Jefferies Capital Partners
Initial Investment: 2012
Investment Vehicle: Fund I
Epic Gas owns and operates a fleet of fully pressurized gas carriers providing seaborne services for the transportation of liquefied petroleum gas and petrochemicals. The Company`s vessels serve as a crucial link in the international gas supply chains of leading oil majors and commodity trading houses throughout Southeast Asia, Europe, West Africa and the Americas. For more information, please visit www.epic-gas.com.
Investment:
Serta Simmons Holdings
Lead Sponsor: Advent International
Initial Investment: 2012
Investment Vehicle: Fund I
Serta Simmons Holdings was formed through the combination of two of the largest bedding manufacturers in the world, Serta and Simmons. The Company’s primary brands include Serta Perfect Sleeper, Serta iComfort, Simmons Beautyrest, and Simmons ComforPedic. For more information, please visit www.serta.com www.simmons.com
Investment:
Serta Simmons Holdings
Lead Sponsor: Advent International
Initial Investment: 2012
Investment Vehicle: Fund I
Serta Simmons Holdings was formed through the combination of two of the largest bedding manufacturers in the world, Serta and Simmons. The Company’s primary brands include Serta Perfect Sleeper, Serta iComfort, Simmons Beautyrest, and Simmons ComforPedic. For more information, please visit www.serta.com www.simmons.com
Investment: Party City Holdings
Lead Sponsor: Thomas H. Lee Partners
Initial Investment: 2012
Investment Vehicle: Fund I
Party City Holdings is the largest vertically-integrated manufacturer, distributor and retailer of party supplies. The Company designs, manufactures and distributes decorative party goods through its Amscan wholesale division and operates the largest retail network of party superstores in North America, consisting of over 800 permanent Party City locations and 400 temporary Halloween City stores. Party City’s products include paper and plastic tableware, decorations, metallic and latex balloons, costumes, party kits, stationery and gifts for everyday, themed and seasonal events. For more information, please visit PartyCity.com (its online retail consumer site) or Amscan.com (its wholesale distribution site).
Investment: Party City Holdings
Lead Sponsor: Thomas H. Lee Partners
Initial Investment: 2012
Investment Vehicle: Fund I
Party City Holdings is the largest vertically-integrated manufacturer, distributor and retailer of party supplies. The Company designs, manufactures and distributes decorative party goods through its Amscan wholesale division and operates the largest retail network of party superstores in North America, consisting of over 800 permanent Party City locations and 400 temporary Halloween City stores. Party City’s products include paper and plastic tableware, decorations, metallic and latex balloons, costumes, party kits, stationery and gifts for everyday, themed and seasonal events. For more information, please visit PartyCity.com (its online retail consumer site) or Amscan.com (its wholesale distribution site).
Investment: eDriving
Lead Sponsor: CIP Capital
Initial Investment: 2012
Investment Vehicle: Fund I
eDriving is the leading provider of online driver training solutions serving teenagers, adults, senior citizens and corporations. The Company’s core product offering includes driver improvement programs, first-time driver education courses, behind the wheel driver training, and corporate training solutions in addition to other online training programs and data services. eDriving was created in 2014 following the acquisition of DriversEd.com by I Drive Safely, and serves customers across all fifty states in the U.S. and Canada. For more information, please visit www.edriving.com.
Investment: eDriving
Lead Sponsor: CIP Capital
Initial Investment: 2012
Investment Vehicle: Fund I
eDriving is the leading provider of online driver training solutions serving teenagers, adults, senior citizens and corporations. The Company’s core product offering includes driver improvement programs, first-time driver education courses, behind the wheel driver training, and corporate training solutions in addition to other online training programs and data services. eDriving was created in 2014 following the acquisition of DriversEd.com by I Drive Safely, and serves customers across all fifty states in the U.S. and Canada. For more information, please visit www.edriving.com.
Investment: TLP Energy
Lead Sponsors: Trilantic Capital Partners & First Reserve
Initial Investment: 2011
Investment Vehicle: Fund I
Prior to being purchased by NFR Energy, TLP Energy was an Oklahoma City-based exploration and production company focused on the acquisition and development of oil and liquid-rich gas resources in the Anadarko Basin.
Investment: TLP Energy
Lead Sponsors: Trilantic Capital Partners & First Reserve
Initial Investment: 2011
Investment Vehicle: Fund I
Prior to being purchased by NFR Energy, TLP Energy was an Oklahoma City-based exploration and production company focused on the acquisition and development of oil and liquid-rich gas resources in the Anadarko Basin.
Investment: CommunityOne Bank
Lead Sponsors: Carlyle Financial Service Partners & Oak Hill Capital
Initial Investment: 2011
Investment Vehicle: Fund I
Before being acquired by Capital Bank Financial, CommunityOne Bank was an Asheboro, N.C.-based community bank which operated branches throughout central, southern and western North Carolina. CommunityOne offered a wide variety of consumer, mortgage and commercial banking services to retail and business customers, including loans, deposits, cash management, wealth management and online banking.
Investment: CommunityOne Bank
Lead Sponsors: Carlyle Financial Service Partners & Oak Hill Capital
Initial Investment: 2011
Investment Vehicle: Fund I
Before being acquired by Capital Bank Financial, CommunityOne Bank was an Asheboro, N.C.-based community bank which operated branches throughout central, southern and western North Carolina. CommunityOne offered a wide variety of consumer, mortgage and commercial banking services to retail and business customers, including loans, deposits, cash management, wealth management and online banking.
Bob DeBorde
Chief Executive Officer, Suja Juice
Bob DeBorde is the CEO of Suja Juice, based in Oceanside, CA. Suja is the number one Cold Pressed Juice brand in the United States, with distribution in most major retailers throughout the US. Its juice products are plant-based, better-for-you, and 100% natural, organic, and non GMO. Suja has a well-positioned, premium portfolio in the health and wellness space, with products that include organic juices as well as functional shots. Under Bob’s leadership, revenue Suja’s revenue has doubled and is well positioned for continued growth going forward. Suja was a successful investment of Cohesive Capital Partners III.
Before Suja, Bob enjoyed a long 34 year career in the Coca-Cola system. He retired from Coca-Cola in 2018 as Senior Vice President for Coca-Cola Refreshments, where he was in charge of sales and operations. Bob held numerous other key positions in the Coca-Cola system including Senior Vice President for field operations in the US and Canada, Senior VP/general manager for both the East and Northeast Regions of the US, and VP/General Manager for Coca-Cola Enterprises in the UK. These and other roles included full operating responsibility in multiple geographies for Coca-Cola. Bob graduated from Spring Hill College in 1981 and currently resides in San Diego, CA.
Michael A. Carpenter
Former Chief Executive Officer, Ally Financial Services
Michael Carpenter formerly served as the Chief Executive Officer and on the board of directors of Ally Financial Services. The company was renamed Ally Financial in 2010, although it was founded in 1919 as the General Motors Acceptance Corporation (GMAC) to be a provider of financing to automotive customers. Since then, the business has expanded to include insurance, online banking, mortgage operations and commercial finance.
Prior to Ally, in 2007, Mr. Carpenter founded Southgate Alternative Investments. From 2002 to 2006, he was Chairman and Chief Executive Officer of Citigroup Alternative Investments. From 1998 to 2002 he was Chairman and Chief Executive Officer of Citigroup’s Global Corporate & Investment Bank, with responsibility for Salomon Smith Barney Inc. and Citibank’s corporate banking activities globally. Mr. Carpenter was named Chairman and CEO of Salomon Smith Barney in 1998, shortly after the merger that created Citigroup. Prior to this he was Chairman and CEO of Travelers Life & Annuity and Vice Chairman of Travelers Group Inc. From 1989 to 1994, he was Chairman of the Board, President and CEO of Kidder Peabody Group Inc. From 1986 to 1989, he was Executive Vice President of GE Capital Corporation. He first joined GE in 1983 as Vice President of Corporate Business Development and Planning and was responsible for strategic planning and development as well as mergers and acquisitions. Earlier in his career, Mr. Carpenter spent nine years as Vice President and Director of the Boston Consulting Group consulting to major companies on corporate strategy and three years with Imperial Chemical Industries of the United Kingdom.
Mr. Carpenter received a Bachelor of Science degree from the University of Nottingham, England, and an M.B.A from the Harvard Business School, where he was a Baker Scholar. He also holds an honorary degree of Doctor of Laws from the University of Nottingham. He serves on the boards of US Retirement Partners and the New York City Investment Fund and has been a board member of the New York Stock Exchange, General Signal, Loews Cineplex and various other private and public companies.
Stephen Kelly
Principal
Prior to joining Cohesive in 2017, Mr. Kelly was an Analyst at Outcome Capital, a boutique merchant bank in the Washington D.C. area. There, he advised the firm’s clients, primarily in the Government Services and Technology sectors and aided in the management of the firm’s private equity investments in its two funds.
Mr. Kelly received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia with a concentration in Finance.
Joe Franken
Partner
Prior to joining Cohesive in 2014, Mr. Franken was an Associate at Robert W. Baird where he was involved in a variety of transactions focused primarily on the industrial sector. Previously, Mr. Franken was an Analyst in the Foreign Exchange Macro Sales group at Goldman Sachs, and a Vice President at Faros Trading, a trading firm founded by several of his Goldman Sachs colleagues.
Mr. Franken received a B.S.E. in Mechanical Engineering from Princeton University and completed the Leaders in Global Operations program at MIT, receiving a M.B.A. from the Sloan School of Management, and a M.S. in Mechanical Engineering from School of Engineering. While at MIT, Mr. Franken was selected to complete a six-month fellowship program focused on global purchasing and supply chain for General Motors in São Paulo, Brazil.
John Barber
Managing Partner
Prior to Cohesive, Mr. Barber was Managing Partner of Citi Private Equity (“CPE”), which he co-founded in 2000. In this role, Mr. Barber managed approximately $13 billion of capital and oversaw the direct equity, direct mezzanine and fund investments globally for CPE and its affiliates while managing a team of 50 investment and client services professionals in New York and London.
Before co-founding CPE in 2000, Mr. Barber held senior positions in equity capital markets at Citigroup and its predecessor, Salomon Smith Barney, including sitting on Citigroup’s Commitment Committee.
Prior to joining Salomon Smith Barney in 1995, Mr. Barber was a Managing Director at Kidder Peabody & Co.
Mr. Barber started his career at Drexel Burnham Lambert where he held various different capital markets roles over seven years.
He received a B.A. from Tufts University magna cum laude.
At Citigroup
At Salomon Smith Barney
At Kidder Peabody
Investment: GLG
Lead Sponsor: SFW Capital
Initial Investment: 2015
Investment Vehicles: Fund I & Fund II
GLG is a leading global information platform for professional learning and informed decision-making, serving business leaders, investors, consultants, social entrepreneurs, and other leading knowledge professionals. For more information please visit glg.it.
Investment: GLG
Lead Sponsor: SFW Capital
Initial Investment: 2015
Investment Vehicles: Fund I & Fund II
GLG is a leading global information platform for professional learning and informed decision-making, serving business leaders, investors, consultants, social entrepreneurs, and other leading knowledge professionals. For more information please visit glg.it.
Investment: TRP Energy
Lead Sponsor: Trilantic Capital Partners
Initial Investment: 2015
Investment Vehicle: Fund II
TRP Energy is an oil and gas company seeking to acquire and fund the capital expenditures associated with direct, working interests of less than 50% ownership in high quality oil and gas projects alongside the majority owner and operator of the properties. The company focuses on providing capital for well drilling in onshore oil and gas projects in the United States.
Website: www.trpenergy.com.
Investment: TRP Energy
Lead Sponsor: Trilantic Capital Partners
Initial Investment: 2015
Investment Vehicle: Fund II
TRP Energy is an oil and gas company seeking to acquire and fund the capital expenditures associated with direct, working interests of less than 50% ownership in high quality oil and gas projects alongside the majority owner and operator of the properties. The company focuses on providing capital for well drilling in onshore oil and gas projects in the United States.
Website: www.trpenergy.com.
Investment: Standard Bank and Trust Co.
Lead Sponsor: Stone Point Capital
Initial Investment: 2013
Investment Vehicle: Fund I
Prior to being acquired by First Midwest Bank, Standard Bank and Trust Co. was a community bank that serviced mostly commercial clients for their business and personal needs, offering commercial, mortgage and consumer loans and a range of deposit products through its 42 branches across the southwestern and southern Chicago suburbs and northwest Indiana.
Kim Rems
Chief Financial Officer
Prior to Cohesive, Ms. Rems spent seven years as a Vice President at Oaktree Capital during which time she was responsible for the fund accounting of the Infrastructure Funds. Prior to Oaktree, Ms. Rems spent 5 years as a Vice President at J.P. Morgan Private Equity & Real Estate Fund Administration as well as four years at Ernst & Young.
Ms. Rems received her B.B.A. in Accounting from James Madison University and is a Certified Public Accountant in the State of New York.
Kai Millner
Associate
Prior to joining Cohesive in 2023, Mr. Millner was an Associate at Boston Consulting Group. At BCG, he advised clients on buy-side and sell-side due diligence, growth strategy, strategic alignment, and operational improvements. Mr. Millner received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia.
Investment: Wonders
Lead Sponsors: Integrity Growth Partners
Initial Investment: 2022
Investment Vehicle: Fund III
Wonders provides tech-enabled services and software to independent Asian take-out restaurants. For more information please visit www.wondersco.com
W. Marston (Marty) Becker
Chairman of the Board, QBE Group
Former President & Chief Executive Officer, Alterra Capital Holdings Limited
Marty Becker is the Chairman of the Board of QBE. He was appointed as a non‑executive director of QBE in August 2013 and Chairman in April 2014. Mr. Becker is a member of the Risk and Capital Committee.
Previously, Mr. Becker served as President and Chief Executive Officer of Alterra Capital Holdings Limited following the merger of Max Capital Group and Harbor Point in May 2010. Marty served as Chairman and Chief Executive Officer of Max Capital Group Ltd., from October 2006 – May 2010 and he had been a director of Max Capital Group Ltd. since April 2004. From 1996 to 1999, Mr. Becker was Chairman and Chief Executive Officer of Orion Capital Corporation, until its sale in 1999 to Royal & SunAlliance, where he then served as Vice Chairman and a Director of Royal & SunAlliance USA until 2000. He was President and Chief Executive Officer of an Orion Capital subsidiary from 1994 to 1996. From 2002 to 2005, he led the restructuring and wind-down of Trenwick Group Ltd, a Bermuda insurance company and from 2002 to 2008, its subsidiary, LaSalle Holdings. From 2001 to 2004, he was non-executive Chairman of Hales & Company, a boutique insurance industry investment bank and private equity investor. Becker is Chairman and General Partner of West Virginia Media Holdings, which he co-founded in 2001.
Mr. Becker earned his Juris Doctor and Bachelor of Science in Business Administration degrees from West Virginia University. He is a certified public accountant and is an admitted attorney in West Virginia.
John Gellert
President, SEACOR Marine
Senior Vice President, SEACOR Holdings
John Gellert is the President of SEACOR Marine, the offshore marine services business of SEACOR Holdings, a global provider of marine transportation equipment and logistics services. SEACOR Marine operates a fleet of marine support vessels, serving the offshore oil and gas exploration and production industry in the Gulf of Mexico, Latin America, the North Sea, West Africa, Southeast Asia and the Middle East.
Prior to assuming his current role in 2005, Mr. Gellert has had a long career with SEACOR, where he started as a financial and market analyst after graduating from college. Following the acquisition of offshore assets from Compagnie Nationale de Navigation (“CNN”) in 1995, over the next five years, he had a series of international appointments with both marketing and operating responsibilities in Europe, West Africa and South East Asia. Mr. Gellert graduated from Harvard College in 1992.
Efraim Grinberg
Chairman & Chief Executive Officer, Movado Group, Inc.
Efraim Grinberg is Chairman and Chief Executive Officer of Movado Group, Inc. (NYSE: MOV), the world-renowned watch company. It designs, manufactures and markets Movado, Ebel, Concord, ESQ by Movado, Coach, HUGO BOSS, Juicy Couture, Lacoste and Tommy Hilfiger watches worldwide, and operates a Movado Boutique in New York City and Movado Company Stores throughout the United States. Named President and Chief Operating Officer in 1990, he oversaw the Company’s initial public offering in 1993. Since that time, he has been responsible for building the company into a global enterprise.
Mr. Grinberg maintains active affiliations with numerous arts organizations including Lincoln Center for the Performing Arts where he serves on the Board of Directors. He is also on the Board of the American Watch Association, and serves on the Board of Directors for the Jewelers Charity Fund for Children. Mr. Grinberg graduated from Brown University in 1980.
John Harbal
Former Chairman & Chief Executive Officer, Impact Products, LLC
John Harbal was Chairman of Impact Products, a manufacturer and supplier to the janitorial and sanitary supply industry, where he served as CEO for 13 years. In 2003, John was the finalist for Ernst & Young’s Northwest Ohio Entrepreneur of the Year competition. In 2008, he was the recipient of the Entrepreneurial Business Excellence award for the Davenport-Longenecker Lifetime Achievement Award for Business Advocacy.
Mr. Harbal served as a 2-term elected member of the Genoa Board of Education, and was its President for 3 years. Mr. Harbal has served on the Elder Board of 3 different churches, has taught adult Sunday school classes for over 20 years, and was one of the founders of a church in Brownsburg, Indiana. Mr. Harbal has served on the Board of Trustees of Bowling Green University, is a member of the Business Advisory Council of the College of Business, and is a member of the President’s Club and Falcon Club. Mr. Harbal graduated from the College of Business Administration of Bowling Green State University in 1972.
Nick Howley
Executive Chairman , TransDigm Group Inc.
Mr. Howley is an original founder of and is Executive Chairman of TransDigm Group Inc. (NYSE: TDG). TransDigm owns and operates a broad range of aerospace manufacturing businesses and has acquired thirty-seven such businesses since its formation in 1993. Prior to founding TDG, Mr. Howley worked for Imo Industries (a NYSE Industrial Conglomerate) from 1988 to 1993 first as the Corporate Director of Finance and then as General Manager of the AeroProducts Divisions. Prior to 1988, he held a range of general management, manufacturing, engineering, and international marketing jobs in the engineered service, oil drilling equipment, defense, and farm machinery industries.
Mr. Howley is a director of Satair A/S (SAT/The Nordic Exchange) and Polypore Inc. (PPO/NYSE); he is a trustee of Case Western Reserve University, The Rock and Roll Hall of Fame, Gilmour Academy and St. Martin de Porres High School. Mr. Howley received his B.S. degree in Engineering (mechanical) from Drexel University in 1975 and an MBA from Harvard University in 1979.
David D. Le Norman
Former President & Chief Executive Officer, Le Norman Operating LLC
David Le Norman has over 25 years of experience in the oil & gas industry ranging from working in field operations as a roustabout, pumper, rig hand on a workover rig, and petroleum engineer, to the CEO position. Over 20 years of that experience was as a Petroleum Engineer in various engineering, business development, and management positions for Texaco prior to founding Le Norman Energy in 1995. Since that time, Mr. Le Norman has founded Le Norman Partners, Crusader Energy Corporation, Crusader Energy II, LLC, Crusader Energy III, Knight Energy Group, LLC, Knight Energy II, LLC, Crusader Energy Group, White River Energy LLC, Le Norman Properties LLC, Le Norman Operating LLC, TLP Energy LLC, and Templar Energy LLC. He also served as a Senior Vice President with Patina Oil & Gas during its rapid growth from 2002-2004 from $0.7 million of enterprise value subsequent to being sold to Noble Energy for $3.4 billion. With the exception of Le Norman Properties, Le Norman Operating, and Templar Energy, LLC, all of these companies were built and sold from 1995-2012 for an aggregate equity value of $2.2 billion.
Mr. Le Norman holds a B.S. in Petroleum Engineering from the University of Wyoming, Masters work in Chemical Engineering at Oklahoma State University and an M.B.A. from Oklahoma City University.
David R. Parker
Chief Operating Officer, Archstone Management Company, LLC
David Parker is the Chief Operating Officer of The Archstone Partnerships. He is responsible for strategy, long-range planning, governance, and all management-related issues. In addition, he leads Archstone’s operational due diligence effort and is a member of Archstone’s Executive Committee. The Archstone Partnerships manage a family of multi-strategy fund of hedge funds, allocating capital for each fund across a diversified group of hedge fund strategies and managers with the objective of producing absolute returns. The firm manages approximately $3.8 billion in assets.
Prior to Archstone Mr. Parker co-founded Interprise Technology Partners, L.P. capitalized at $110 million to make private equity investments in information technology companies. From 1992 to 1998, Mr. Parker organized ProSource, Inc. where he grew the company to $4 billion in annual revenue, taking it public in 1996. Prior to this, he was President of Ryder System’s vehicle leasing and service division and was a manager with the Boston Consulting Group.
Mr. Parker is the Presiding Director at Tupperware Corporation and Chairman Emeritus of the Board of Trustees of Florida International University. He was Chairman of the FlU Foundation board from 1994 to 1997 and Chairman of the Board of Trustees of the University from 2005 through 2009. Mr. Parker received a B.S. degree in engineering from the University of Texas and an M.B.A. degree from Harvard Business School where he was a Baker Scholar.
Thomas L. Pearson
Former Senior Vice President, Alliance Resource Partners, L.P. & Alliance Holdings GP, L.P.
Thomas Pearson was the Senior Vice President – Law, Human Resources, and Administration, General Counsel and Secretary of Alliance Resource Partners, L.P. (“ARLP”) and Alliance Holdings GP, L.P. (“AHGP”), two publicly-traded master limited partnerships listed on the NASDAQ National Market. In 1996, Mr. Pearson and other members of senior management acquired the coal assets of MAPCO, Inc., then a Fortune 500 diversified energy company, and subsequently was involved in, and assumed a lead role in, the initial public offerings of ARLP and AHGP in 1999 and 2006, respectively.
Prior to his nineteen-year involvement with the Alliance companies and their predecessors, Mr. Pearson served as the General Counsel and Secretary of McLouth Steel Products Corporation from 1985 to 1989, one of the country’s largest integrated steel producers. From 1982 to 1985, he was corporate counsel for Midland-Ross Corporation, a diversified conglomerate involved in a range of activities from heavy industrial equipment to aircraft component manufacturing. From 1980-1982, Mr. Pearson was in private practice with Arter & Hadden, LLP, one of the country’s largest law firms at the time.
Currently Mr. Pearson is actively involved with numerous civic and charitable organizations. Mr. Pearson received his B.S. degree in History and Communications from DePauw University, where he was a Rector Scholar, in 1976, graduating summa cum laude and Phi Beta Kappa, and a J.D. from the University of Iowa, graduating with honors, in 1980.
Marcus C. Rowland
Founder & Sr. Managing Director, IOG Capital, L.P.
Former Chief Financial Officer, Chesapeake Energy Corporation
Marc Rowland is the Senior Managing Director of IOG Capital, LP and leads the company’s investment team through his 30+ years of experience in all aspects of the oil & gas upstream and midstream business segments. Mr. Rowland is the former Executive Vice President and Chief Financial Officer of Chesapeake Energy Corporation, where he worked for 18 years. Recently, he served as the Chief Executive Officer at FTS International, Inc. (formerly Frac Tech International, LLC). He served as the President and Chief Financial Officer of Frac Tech Services, LLC and Frac Tech International, LLC from November 2010 to May 2011. Mr. Rowland served as the Chief Financial Officer, and other executive positions of Chesapeake Energy Corporation (NYSE:CHK) from 1993 to August 2010. Mr. Rowland served as Chief Operating Officer of Anglo-Suisse, LP from 1990 to 1993, assigned to the White Nights Russian Enterprise, a joint venture of Anglo-Suisse, LP and Phibro Energy Corporation, a major foreign operation which was granted the right to engage in oil and gas operations in Russia.
Currently, Mr. Rowland is a Director for Warren Resources, Inc. (NASDAQ: WRES) as well as several private companies. Mr. Rowland is a Certified Public Accountant and a 1975 graduate of Wichita State University.
Maurice Reznik
Former Chief Executive Officer, Maidenform
Maurice Reznik served as the Chief Executive Officer and a member of the board of directors of Maidenform Brands, Inc., a global intimate apparel company, from 2008 to 2014. From 2004 until assuming the CEO position, he was President of Maidenform Brands with responsibility for marketing, merchandising, design and sales for both branded and private label products. From 1998 to 2004, Mr. Reznik was President of the Maidenform division of Maidenform Brands’ predecessor company and, in the 19 years prior to joining Maidenform, held various sales and management positions in the intimate apparel industry, including President of Warner’s Intimate Apparel Group, a division of Warnaco, Inc., a global intimate apparel, swimwear and sportswear company.
Mr. Reznik is a Director of The Movado Group and KapStone Paper and Packaging Corporation. Mr. Reznik is also the founder of the For Love of Life Colon Cancer charity and serves on the boards of ITAG, a B2B business focused on mobile shopping, Dignity U Wear, and Queens College. He also serves on the Parent Leadership Council of Shatterproof, an organization dedicated to reducing the impact of addiction on families across America. Mr. Reznik graduated from Queens College in 1976.
Frank D. Yeary
Managing Member, Darwin Capital Advisors
Former Executive Chairman, CamberView Partners
Former Vice Chancellor, University of California, Berkeley
Frank Yeary is currently the Managing Member of Darwin Capital Advisors. Mr. Yeary previously served as Executive Chairman of CamberView Partners from 2012 to 2018 and as Vice Chancellor of the University of California, Berkeley, from 2008 to 2012, where he led and implemented a series of major strategic and financial initiatives and where, from 2010 to 2011, he also acted as Chief Administrative Officer. From 2001 to 2008, Mr. Yeary was at Salomon Smith Barney/Citigroup where he was Global Head of Mergers & Acquisitions, a member of the investment banking operating committee, a member of the investment committee for the firm’s private equity investment funds, led the diversity committee for investment banking and co-led the investment banking recruiting committee. From 1998 to 2000, Mr. Yeary was a Partner and Head of the Communications Group at The Carlyle Group, where he opened the firm’s New York office. Prior to this, he worked at Salomon Brothers, Inc., Lehman Brothers, and Lehman Brothers Kuhn Loeb.
Mr. Yeary is director of Intel Corp., a major technology company; chairman and co-founder of Level Financial, Inc., a financial organization dedicated to empowering young adults; and a trustee of the boards of New York Public Radio and the Head-Royce School.
Dave Hart
President & Chief Operating Officer, Presidio
Dave Hart is President and Chief Operating Officer of Presidio, a $3B IT Infrastructure and Cyber Security Solutions Provider in North America. He is responsible for business strategy and execution, including sales, professional and managed services delivery, marketing and customer operations. He also is responsible for leading Presidio Technology Capital, Presidio’s captive leasing organization and Presidio Government Solutions, their US federal government subsidiary. He previously served as Presidio’s Chief Technology Officer and has significant subject matter expertise in Digital Transformation, Cloud and Cyber Security solutions. He joined Presidio in 2005 from Networked Information Systems (NIS), where as a founder, he led sales, professional and managed services delivery and project management services.
Lara Bruhn
Co-Owner, Mr. Electric of San Antonio and Austin, TX
Lara Bruhn is currently co-owner of Mr. Electric of San Antonio and Austin, TX, providing home services to a market of over 5 million consumers in the fastest growing region of the US. She fell in love with the challenge of operating a business in her college days when she became Business Manager of The Daily Princetonian newspaper. Over the ensuing 25 years she has contributed to the success of a wide variety of enterprises, including Accenture, The Washington Post Company, Greater D.C. Cares, Valdosta State University, and two small businesses. Some of her more interesting projects have included: founding the UK office of BrassRing, an HR talent management system, to launch the European sales and service arm; revamping Crimson & Brown, a company whose mission was to promote hiring of diverse candidates in the United States; and growing Prantl’s Bakery, an iconic local bakery in Pittsburgh, PA, to a position of financial health and stability.
Lara spends her free time with her husband, Matt, their two boys, and their dog, Stella, as well as two longhorns, Riff and Raff. She received her bachelor’s degree from Princeton University in 1992 and her MBA from Harvard Business School in 1997.
Barbara Yastine
Ms. Yastine is the former Co-CEO of Lebenthal Holdings, a private asset management firm, where she served from from September 2015 to June 2016. She previously served as Chair, President and Chief Executive Officer of Ally Bank from March 2012 to September 2015 and as Chair of Ally Bank and Chief Administrative Officer of Ally Financial Inc. (“Ally Financial”), from May 2010 to March 2012. Prior to joining Ally Financial, she served as a Principal of Southgate Alternative Investments, a start-up diversified alternative asset manager, beginning in June 2007. She served as Chief Financial Officer for investment bank Credit Suisse First Boston from October 2002 to August 2004. From 1987 through 2002, Ms. Yastine worked at Citigroup and its predecessor companies in various roles including Chief Auditor and Chief Financial Officer of its Consumer Finance and Corporate and Investment Bank businesses.
Ms. Yastine serves on the board of directors of AXIS Capital Holdings Limited, Zions Bancorporation, Primerica, and Alkami Technology, Inc. She served on the board of directors of First Data Corporation from September 2016 to July 2019 and received a B.A. degree in Journalism and an M.B.A. from New York University.
Ken Whitney
Mr. Whitney was previously a Senior Managing Director and Head of the Investor Relations & Business Development Group at Blackstone, which he joined in 1988. Mr. Whitney focused his efforts in raising capital for Blackstone’s private investment funds and the establishment of Blackstone affiliates in the alternative investment area. He was a Member of the Executive Committee and was responsible for the development of Blackstone Real Estate Partners, Blackstone Mezzanine Partners, and Blackstone Debt Advisors and oversaw Blackstone’s initial investments and joint ventures in the real estate area, as well as the establishment of the Park Hill placement agent group.
Before joining Blackstone, Mr. Whitney began his career at Coopers & Lybrand in 1980, where he spent time in the firm’s accounting and audit areas as well as in the tax and mergers and acquisitions areas. He currently sits on the Board of Trustees and is Chairman of the Investment Committee for the Endowment of the University of Delaware, from which he received a BS in Accounting.
Adam Freeman
Partner
Prior to joining Cohesive in 2012, Mr. Freeman was an Associate at Madison Dearborn Partners, where he spent two years working with portfolio companies and evaluating private equity investment opportunities in the Industrial, Consumer & Retail, and Financial Services sectors. Previously, he was an Analyst in the Global Industrials Group at UBS Investment Bank.
Mr. Freeman received a B.S. in Mechanical Engineering and a B.A. in Economics from Bucknell University and received a M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University.
Gregory Angrist
Partner
Prior to joining Cohesive in 2011, Mr. Angrist was a Principal of StepStone Group, LLC, where he invested in and diligenced private equity opportunities in the U.S. Previously, Mr. Angrist was Vice President of CPE (working under John Barber), which managed approximately $13 billion of capital across direct equity, direct mezzanine and fund investments. Prior to joining CPE he was an Associate at Jefferies Capital Partners, a middle market private equity firm. He was also an investment banking Analyst in the M&A group of Wasserstein Perella & Co.
Mr. Angrist received a B.S. in Economics from the Wharton School of the University of Pennsylvania, graduating magna cum laude, and a minor in Mathematics. Mr. Angrist received a M.B.A. from the Columbia Business School.
Investment: Curated Events
Lead Sponsors: MRE Partners
Initial Investment: 2023
Investment Vehicle: Fund IV
Curated Events is the premier event service provider in the Eastern US. The Company offers the most diverse variety of event products and services, including tenting, linens, fine china, flatware, custom flooring, luxury furnishings, and tables and chairs. For more information please visit www.curatedevents.com
Investment: Curated Events
Lead Sponsors: MRE Partners
Initial Investment: 2023
Investment Vehicle: Fund IV
Curated Events is the premier event service provider in the Eastern US. The Company offers the most diverse variety of event products and services, including tenting, linens, fine china, flatware, custom flooring, luxury furnishings, and tables and chairs. For more information please visit www.curatedevents.com
Investment: Estis Compression
Lead Sponsor: Global Energy Capital
Initial Investment: 2019
Investment Vehicle: Fund III
Estis is a vertically integrated manufacturer and rental provider of compression equipment for use in upstream oil and gas operations. For more information please visit www.estiscompression.com
Investment: Dun & Bradstreet
Lead Sponsors: Thomas H. Lee Partners, CC Capital, & Cannae Holdings
Initial Investment: 2019
Investment Vehicle: Fund II
Dun & Bradstreet is the leading provider of commercial credit data and analytics, managing a global commercial database with over 300 million business records. For more information please visit www.dnb.com
Investment: Forman Mills
Lead Sponsor: Goode Partners
Initial Investment: 2016
Investment Vehicles: Fund I & Fund II
Forman Mills is an off-price retailer that sells apparel and footwear for men, women, and children as well as home goods in the northeastern and midwestern United States. For more information please visit www.formanmills.com
Investment: Cicis
Lead Sponsor: Arlon Group
Initial Investment: 2017
Investment Vehicle: Fund II
CiCis is an operator and franchisor of primarily dine-in and some carryout restaurants that serve pizza, salad, pasta, chicken wings, and desserts that are served buffet-style and offered as an “all-you-can-eat” model. For more information please visit www.cicis.com.
Investment: Interlink Maritime Corp
Lead Sponsor: Carlyle Equity Opportunity Fund
Initial Investment: 2013
Investment Vehicle: Fund I
Interlink Maritime Corp., headquartered in Bermuda, is a dry bulk shipping company that owns and operates Handysize vessels. The company’s eco-friendly fleet predominately operates in regional and global waterways (usually between emerging markets and developed nations) transporting grains, coal, ore and other dry bulk commodities. For more information please visit www.interlinkmaritime.com.
Investment: OmniSYS
Lead Sponsor: NexPhase Capital
Initial Investment: 2013
Investment Vehicle: Fund I
OmniSYS, headquartered in Dallas, TX, is a leading provider of medical claims management and compliance IT services for pharmacies, durable medical equipment providers, managed care organizations, and commercial retiree plans. For more information, please visit www.omnisys.com.
Investment: Templar Energy
Lead Sponsors: First Reserve & Trilantic Capital Partners
Initial Investment: 2013
Investment Vehicle: Fund I
Templar Energy LLC, a successor company to TLP Energy, is an Oklahoma City-based exploration and production company focused on the acquisition and development of oil and liquid-rich gas resources in the Anadarko Basin.
Investment: Thermal Solutions Manufacturing
Lead Sponsor: Altus Capital Partners
Initial Investment: 2019
Investment Vehicle: Fund II
TSM is a leading North American provider of temperature control products for the industrial automotive aftermarket, including light and heavy duty trucks and equipment. For more information please visit www.thermalsolutionsmfg.com
Investment: MyEyeDr.
Lead Sponsor: Goldman Sachs Merchant Banking Division
Initial Investment: 2019
Investment Vehicle: Fund III
MyEyeDr. is the largest independent consolidator of optometry practices in the United States. For more information please visit www.myeyedr.com
Investment: Lasko
Lead Sponsor: Comvest Partners
Initial Investment: 2016
Investment Vehicle: Fund II
Lasko is the largest provider of portable fans and heaters in the United States. The company designs, manufactures, and distributes a variety of box fans, pedestal fans, tower fans, tower heaters, and space heaters. In addition, Lasko designs, manufactures, and distributes ventilation products such as exhaust fans and range hoods under the Air King brand. For more information please visit www.laskoproducts.com.
Investment: New Age Cryo
Lead Sponsors: Two Roads Partners
Initial Investment: 2023
Investment Vehicle: Fund IV
NAC is a provider of industrial cleaning services in the ethanol market. The company’s services include hydro blasting, dry blasting, and vacuum truck services. For more information please visit www.newagecryo.com
Investment: New Age Cryo
Lead Sponsors: Two Roads Partners
Initial Investment: 2023
Investment Vehicle: Fund IV
NAC is a provider of industrial cleaning services in the ethanol market. The company’s services include hydro blasting, dry blasting, and vacuum truck services. For more information please visit www.newagecryo.com
Devin Moeller
Associate
Prior to joining Cohesive in 2022, Ms. Moeller was an investment banking Analyst at BMO Capital Markets in the Technology and Business Services group. At BMO, she helped to advise the firm’s clients across a range of sectors, including cloud services, semiconductors, digital media, fintech and information services. Ms. Moeller received a B.A. from George Washington University and a M.S. in Finance from Villanova University.
Investment: Circana (fka Information Resources Inc.)
Lead Sponsors: Vestar Capital & New Mountain Capital
Initial Investment: 2018
Investment Vehicle: Fund II
Circana, is a leader in delivering powerful market and shopper information and predictive analysis for the consumer packaged goods ("CPG") and retail industries. For more information please visit www.circana.com
Investment: Circana (fka Information Resources Inc.)
Lead Sponsors: Vestar Capital & New Mountain Capital
Initial Investment: 2018
Investment Vehicle: Fund II
Circana, is a leader in delivering powerful market and shopper information and predictive analysis for the consumer packaged goods ("CPG") and retail industries. For more information please visit www.circana.com
Investment: World Choice Investments
Lead Sponsors: ZMC
Initial Investment: 2023
Investment Vehicle: Fund III
WCI is a live dinner attraction and family entertainment operator with six locations across three family-oriented destinations (Pigeon Forge, TN; Branson, MO; and Myrtle Beach, SC). For more information please visit www.dpstampede.com
Investment: Bulk Express
Lead Sponsors: Alterna Equity Partners
Initial Investment: 2022
Investment Vehicle: Fund III
Bulk Express is a provider of waste management solutions and transportation services. For more information please visit www.bulkexpress.com
Investment: Bulk Express
Lead Sponsors: Alterna Equity Partners
Initial Investment: 2022
Investment Vehicle: Fund III
Bulk Express is a provider of waste management solutions and transportation services. For more information please visit www.bulkexpress.com
Investment: World Choice Investments
Lead Sponsors: ZMC
Initial Investment: 2023
Investment Vehicle: Fund III
WCI is a live dinner attraction and family entertainment operator with six locations across three family-oriented destinations (Pigeon Forge, TN; Branson, MO; and Myrtle Beach, SC). For more information please visit www.dpstampede.com
Investment: Indigo Natural Resources
Lead Sponsors: Trilantic, Yorktown Energy, & GSO Capital Partners
Initial Investment: 2016
Investment Vehicle: Fund II
Indigo Natural Resources represents the combination of Cohesive's separate investments in Indigo Minerals and Indigo Haynesville. The company is an E&P company focused on the acquisition and development of gas and liquids-rich gas in the Haynesville Shale and Cotton Valley Sands in East Texas and Louisiana. For more information please visit www.ndgo.com
Investment: R2i
Lead Sponsor: Baird Capital
Initial Investment: 2016
Investment Vehicles: Fund I & Fund II
R2i is a national full-service agency, with practice groups focused on integrating marketing cloud technology with brand expression and demand generation for mid-market and enterprise level brands. For more information please visit www.r2integrated.com.
Investment: Gulf Pacific
Lead Sponsors: Eos Management
Initial Investment: 2022
Investment Vehicle: Fund III
Gulf Pacific is a producer of rice and rice-based foods and ingredients, as well as heirloom beans and spice blends. For more information please visit www.gulfpac.com
Investment: Gulf Pacific
Lead Sponsors: Eos Management
Initial Investment: 2022
Investment Vehicle: Fund III
Gulf Pacific is a producer of rice and rice-based foods and ingredients, as well as heirloom beans and spice blends. For more information please visit www.gulfpac.com
Investment: Beekman 1802
Lead Sponsors: Eurazeo Brands
Initial Investment: 2021
Investment Vehicle: Fund III
Beekman 1802 is a clean body and skincare brand that uses goat milk as its key ingredient. For more information please visit www.beekman1802.com
Investment: Siffron
Lead Sponsors: Riverside Value Fund
Initial Investment: 2022
Investment Vehicle: Fund III
Siffron is a designer, manufacturer and supplier of merchandising fixtures and product display solutions for retailers. For more information please visit www.siffron.com
Investment: Wonders
Lead Sponsors: Integrity Growth Partners
Initial Investment: 2022
Investment Vehicle: Fund III
Wonders provides tech-enabled services and software to independent Asian take-out restaurants. For more information please visit www.wondersco.com
Investment: National Health Finance
Lead Sponsor: Presidio Investors
Initial Investment: 2016
Investment Vehicle: Fund II
National Health Finance is a specialty finance company that facilitates patient referrals to medical providers and finances their care on a lien basis. The company helps personal injury clients/patients, who are not at fault, get the healthcare and medical attention they need, without coming out of pocket or going into debt. For more information please visit aznhf.com.
Investment: Hylan
Lead Sponsor: TZP Group
Initial Investment: 2016
Investment Vehicle: Fund II
Hylan is a leading provider of specialized electrical engineering and construction solutions to the communications and data infrastructure industry in the New York City metropolitan market. Hylan performs installation and maintenance service for products including fiber optic cabling, wireless networks, traffic systems, and other commercial and industrial electrical installations. For more information please visit www.hylangroup.com.
Investment: Siffron
Lead Sponsors: Riverside Value Fund
Initial Investment: 2022
Investment Vehicle: Fund III
Siffron is a designer, manufacturer and supplier of merchandising fixtures and product display solutions for retailers. For more information please visit www.siffron.com
Investment: Beekman 1802
Lead Sponsors: Eurazeo Brands
Initial Investment: 2021
Investment Vehicle: Fund III
Beekman 1802 is a clean body and skincare brand that uses goat milk as its key ingredient. For more information please visit www.beekman1802.com
Investment: Talcott Resolution
Lead Sponsors: Cornell Capital, Atlas Merchant Capital, TRB Advisors, Global Atlantic, Pine Brook, and Safra
Initial Investment: 2018
Investment Vehicle: Fund II
Talcott Resolution is the U.S. life insurance and annuity business of The Hartford Financial Services Group, Inc., which was placed into run-off in 2012. Its primary blocks of business are variable annuities, fixed annuities, structured settlements and corporate owned life insurance. For more information please visit www.talcottresolution.com
Investment: Innovations in Nutrition + Wellness
Lead Sponsors: Cornell Captial
Initial Investment: 2021
Investment Vehicle: Fund III
Innovations in Nutrition + Wellness (“INW” ), headquartered in Dallas, Texas, is a leader in custom R&D, manufacturing and marketing support solutions for global brands that serve the fast-growing nutrition and wellness industry. The company is a turnkey service provider of a range of differentiated products, including powders, liquids, capsules and tablets, gels, food bars, creams and lotions. For more information please visit www.inw-group.com
Investment: Suja Life
Lead Sponsor: Goldman Sachs
Initial Investment: 2020
Investment Vehicle: Fund III
Suja is a leading producer of Natural Healthy Beverages, with a focus on premium, Cold Pressed Juices, with organic, non-GMO ingredients. For more information please visit www.sujajuice.com
Investment: CoreLogic
Lead Sponsors: Stone Point and Insight Partners
Initial Investment: 2021
Investment Vehicle: Fund III
CoreLogic is a provider of mission-critical information, data, software, and services to clients in the real estate, mortgage servicing and insurance sectors, primarily in North America. For more information please visit www.corelogic.com
Investment: MissionWired
Lead Sponsor: Stone-Goff Partners
Initial Investment: 2021
Investment Vehicle: Fund III
MissionWired is a provider of tech-enabled services for nonprofit and political clients, with a full suite of strategic, integrated products that connect clients with donors and activists to improve digital fundraising results and constituent engagement. For more information please visit www.missionwired.com
Investment: CoreLogic
Lead Sponsors: Stone Point and Insight Partners
Initial Investment: 2021
Investment Vehicle: Fund III
CoreLogic is a provider of mission-critical information, data, software, and services to clients in the real estate, mortgage servicing and insurance sectors, primarily in North America. For more information please visit www.corelogic.com
Investment: MBS Highway
Lead Sponsor: Integrity Growth Partners
Initial Investment: 2020
Investment Vehicle: Fund III
MBS Highway is a mortgage intelligence and sales effectiveness software platform that enables mortgage industry professionals to interpret, forecast, and leverage activity in the markets to drive value to potential home buyers. For more information please visit www.mbshighway.com
Investment: MissionWired
Lead Sponsor: Stone-Goff Partners
Initial Investment: 2021
Investment Vehicle: Fund III
MissionWired is a provider of tech-enabled services for nonprofit and political clients, with a full suite of strategic, integrated products that connect clients with donors and activists to improve digital fundraising results and constituent engagement. For more information please visit www.missionwired.com
Investment: Ingram Micro
Lead Sponsors: Platinum Equity
Initial Investment: 2021
Investment Vehicle: Fund III
Ingram Micro is a global technology distributor, providing both hardware (PCs, servers, storage, networking equipment, etc.) and software to a large base of 250,000+ customers and via 2,000+ vendors. For more information please visit corp.ingrammicro.com
Investment: Battea Class Action Services
Lead Sponsors: Towerbrook
Initial Investment: 2021
Investment Vehicle: Fund III
Battea Class Action Services is a leading provider of securities claims management services to nearly 1,000 global financial institutions, including many of the world’s largest banks, hedge funds, asset managers and buy-side investors. Founded in 2001, Battea has developed a proprietary technology platform and differentiated expertise in managing claims involving complex trading and international securities lawsuits. For more information please visit www.battea.com
Investment: ScalePad
Lead Sponsors: Integrity Growth Partners
Initial Investment: 2021
Investment Vehicle: Fund III
ScalePad is a provider of automated asset management solutions for managed service providers across hardware, software and warranty solutions. For more information please visit www.scalepad.com
Investment: ScalePad
Lead Sponsors: Integrity Growth Partners
Initial Investment: 2021
Investment Vehicle: Fund III
ScalePad is a provider of automated asset management solutions for managed service providers across hardware, software and warranty solutions. For more information please visit www.scalepad.com
Investment: VideoAmp
Lead Sponsor: Ankona Capital
Initial Investment: 2018
Investment Vehicle: Fund II
VideoAmp is a data-driven software company that facilitates brand marketing across linear television (traditional broadcast TV) and digital marketing ecosystems. The Company’s SaaS software and data solutions let advertisers 1) identify and target a specific audience based on demographic or purchase tendency behavior, 2) plan cross-screen campaigns, with tools to help optimize the allocation of their spend across TV and digital platforms, 3) execute on the purchase of those ads, and 4) measure reach and frequency of their ads, delivering actionable insights needed to increase the performance and efficiency of spend. For more information please visit www.videoamp.com
Investment: The Black Tux
Lead Sponsor: TZP Group
Initial Investment: 2018
Investment Vehicle: Fund II
Black Tux is an online provider of tuxedo and men’s formalwear rentals, primarily for significant events such as weddings, proms, holiday parties, or charity events. The Company offers high-quality and on-trend designs, an intuitive user interface and reliable service. Black Tux provides a collection of over 25 suggested outfits, with additional options for shoes, vests, neckwear, and other accessories. For more information please visit www.theblacktux.com.
Investment: The TLC Companies
Lead Sponsor: High Street Captial
Initial Investment: 2012
Investment Vehicle: Fund I
TLC, headquartered in Brooklyn Center, Minnesota, is the nation’s largest provider of outsourced human resource services for the transportation industry. TLC’s service offering includes payroll processing, benefits administration, workers compensation and unemployment claims management, employee screening, and safety and risk management. TLC currently provides services to over 12,000 individuals in over 1,000 client worksites. Additional information is available at www.tlccompanies.com
Investment: Avadyne Health
Lead Sponsor: Windrose Health Investors
Initial Investment: 2016
Investment Vehicles: Fund I & Fund II
Avadyne provides outsourced revenue cycle management services to hospitals and healthcare providers including self-pay services for procedures provided to patients who have a direct financial responsibility, patient engagement to increase cash collections from bad debt write-offs, and a technology platform that offers healthcare providers capabilities including financial clearance workflow, financial counseling, A/R and denial follow-up workflow. For more information please visit www.avadynehealth.com.
Investment: Avantor
Lead Sponsors: New Mountain Capital & Goldman Sachs
Initial Investment: 2017
Investment Vehicle: Fund II
Avantor is a global supplier of ultra-high-purity materials including specialty chemicals and advanced silicones for the life sciences and advanced technology markets. Avantor also owns VWR, which is one of the two largest global independent distributors of laboratory product and service solutions. For more information please visit www.avantorinc.com
Investment: The Black Tux
Lead Sponsor: TZP Group
Initial Investment: 2018
Investment Vehicle: Fund II
Black Tux is an online provider of tuxedo and men’s formalwear rentals, primarily for significant events such as weddings, proms, holiday parties, or charity events. The Company offers high-quality and on-trend designs, an intuitive user interface and reliable service. Black Tux provides a collection of over 25 suggested outfits, with additional options for shoes, vests, neckwear, and other accessories. For more information please visit www.theblacktux.com.
Investment: Outworx Group
Lead Sponsor: Mill Point Capital
Initial Investment: 2017
Investment Vehicle: Fund II
Outworx Group is a diversified facility services business. Its services include large-scale snow plowing and melting, landscaping, industrial sweeping, and solid waste removal. For more information please visit www.outworxgroup.com.
Investment: Outworx Group
Lead Sponsor: Mill Point Capital
Initial Investment: 2017
Investment Vehicle: Fund II
Outworx Group is a diversified facility services business. Its services include large-scale snow plowing and melting, landscaping, industrial sweeping, and solid waste removal. For more information please visit www.outworxgroup.com.
Investment: Foursquare
Lead Sponsor: Raine Group
Initial Investment: 2019
Investment Vehicle: Fund III
Foursquare is a location technology platform, delivering precise insight into how people move throughout the world. For more information please visit www.foursquare.com
Investment: Foursquare
Lead Sponsor: Raine Group
Initial Investment: 2019
Investment Vehicle: Fund III
Foursquare is a location technology platform, delivering precise insight into how people move throughout the world. For more information please visit www.foursquare.com
Investment: Avantor
Lead Sponsors: New Mountain Capital & Goldman Sachs
Initial Investment: 2017
Investment Vehicle: Fund II
Avantor is a global supplier of ultra-high-purity materials including specialty chemicals and advanced silicones for the life sciences and advanced technology markets. Avantor also owns VWR, which is one of the two largest global independent distributors of laboratory product and service solutions. For more information please visit www.avantorinc.com
Investment: Mavenir
Lead Sponsor: Siris Capital
Initial Investment: 2017
Investment Vehicle: Fund II
Mavenir is a provider of wireless telecommunication network infrastructure products. The Company’s comprehensive product portfolio spans every layer of the network infrastructure stack and includes solutions for VoLTE, VoWifi, advanced messaging, and cloud-based RAN. For more information please visit www.mavenir.com.
Investment: MedNet Solutions
Lead Sponsor: Arrowroot Capital
Initial Investment: 2016
Investment Vehicle: Fund II
MedNet Solutions is a leading healthcare technology company specializing in electronic data solutions designed for the global life sciences community. MedNet’s cloud-based eClinical systems dramatically improve the efficiency of clinical studies and deliver the tools and dashboards required to expertly manage all aspects of clinical research. For more information please visit www.mednetstudy.com.
Investment: FXI
Lead Sponsor: One Rock Capital
Initial Investment: 2017
Investment Vehicle: Fund II
FXI is the leading producer of engineered polyurethane foam solutions. The company’s three business units are Home Furnishings, which makes mattress components, Transportation, which sells products for use in automotive seats and door panels, and Medical/Specialty, which makes highly engineered foams for uses such as wound care and water filtration. For more information please visit www.fxi.com.
Investment: MBS Highway
Lead Sponsor: Integrity Growth Partners
Initial Investment: 2020
Investment Vehicle: Fund III
MBS Highway is a mortgage intelligence and sales effectiveness software platform that enables mortgage industry professionals to interpret, forecast, and leverage activity in the markets to drive value to potential home buyers. For more information please visit www.mbshighway.com
Investment: MyEyeDr.
Lead Sponsor: Goldman Sachs Merchant Banking Division
Initial Investment: 2019
Investment Vehicle: Fund III
MyEyeDr. is the largest independent consolidator of optometry practices in the United States. For more information please visit www.myeyedr.com
Investment: Estis Compression
Lead Sponsor: Global Energy Capital
Initial Investment: 2019
Investment Vehicle: Fund III
Estis is a vertically integrated manufacturer and rental provider of compression equipment for use in upstream oil and gas operations. For more information please visit www.estiscompression.com
Investment: Thermal Solutions Manufacturing
Lead Sponsor: Altus Capital Partners
Initial Investment: 2019
Investment Vehicle: Fund II
TSM is a leading North American provider of temperature control products for the industrial automotive aftermarket, including light and heavy duty trucks and equipment. For more information please visit www.thermalsolutionsmfg.com
Investment: DLT Solutions
Lead Sponsor: Mill Point Capital
Initial Investment: 2015
Investment Vehicle: Fund I
DLT Solutions, headquartered in Virginia, is a public-sector focused value-added reseller delivering comprehensive IT software solutions to government customers in the United States. For more information please visit www.dlt.com.
Investment: Dun & Bradstreet
Lead Sponsors: Thomas H. Lee Partners, CC Capital, & Cannae Holdings
Initial Investment: 2019
Investment Vehicle: Fund II
Dun & Bradstreet is the leading provider of commercial credit data and analytics, managing a global commercial database with over 300 million business records. For more information please visit www.dnb.com
Investment: DJR Energy
Lead Sponsors: Trilantic Capital Partners
Initial Investment: 2018
Investment Vehicle: Fund II
DJR Energy is an exploration and production company focused on developing oil and gas resources in the San Juan Basin of New Mexico. For more information please visit www.djrllc.com
Investment: DJR Energy
Lead Sponsors: Trilantic Capital Partners
Initial Investment: 2018
Investment Vehicle: Fund II
DJR Energy is an exploration and production company focused on developing oil and gas resources in the San Juan Basin of New Mexico. For more information please visit www.djrllc.com
Investment: VideoAmp
Lead Sponsor: Ankona Capital
Initial Investment: 2018
Investment Vehicle: Fund II
VideoAmp is a data-driven software company that facilitates brand marketing across linear television (traditional broadcast TV) and digital marketing ecosystems. The Company’s SaaS software and data solutions let advertisers 1) identify and target a specific audience based on demographic or purchase tendency behavior, 2) plan cross-screen campaigns, with tools to help optimize the allocation of their spend across TV and digital platforms, 3) execute on the purchase of those ads, and 4) measure reach and frequency of their ads, delivering actionable insights needed to increase the performance and efficiency of spend. For more information please visit www.videoamp.com
Investment: Templar Energy
Lead Sponsors: First Reserve & Trilantic Capital Partners
Initial Investment: 2013
Investment Vehicle: Fund I
Templar Energy LLC, a successor company to TLP Energy, is an Oklahoma City-based exploration and production company focused on the acquisition and development of oil and liquid-rich gas resources in the Anadarko Basin.
Investment: National Health Finance
Lead Sponsor: Presidio Investors
Initial Investment: 2016
Investment Vehicle: Fund II
National Health Finance is a specialty finance company that facilitates patient referrals to medical providers and finances their care on a lien basis. The company helps personal injury clients/patients, who are not at fault, get the healthcare and medical attention they need, without coming out of pocket or going into debt. For more information please visit aznhf.com.
Investment: Avadyne Health
Lead Sponsor: Windrose Health Investors
Initial Investment: 2016
Investment Vehicles: Fund I & Fund II
Avadyne provides outsourced revenue cycle management services to hospitals and healthcare providers including self-pay services for procedures provided to patients who have a direct financial responsibility, patient engagement to increase cash collections from bad debt write-offs, and a technology platform that offers healthcare providers capabilities including financial clearance workflow, financial counseling, A/R and denial follow-up workflow. For more information please visit www.avadynehealth.com.
Investment: DLT Solutions
Lead Sponsor: Mill Point Capital
Initial Investment: 2015
Investment Vehicle: Fund I
DLT Solutions, headquartered in Virginia, is a public-sector focused value-added reseller delivering comprehensive IT software solutions to government customers in the United States. For more information please visit www.dlt.com.
Investment: The TLC Companies
Lead Sponsor: High Street Captial
Initial Investment: 2012
Investment Vehicle: Fund I
TLC, headquartered in Brooklyn Center, Minnesota, is the nation’s largest provider of outsourced human resource services for the transportation industry. TLC’s service offering includes payroll processing, benefits administration, workers compensation and unemployment claims management, employee screening, and safety and risk management. TLC currently provides services to over 12,000 individuals in over 1,000 client worksites. Additional information is available at www.tlccompanies.com
Investment: Talcott Resolution
Lead Sponsors: Cornell Capital, Atlas Merchant Capital, TRB Advisors, Global Atlantic, Pine Brook, and Safra
Initial Investment: 2018
Investment Vehicle: Fund II
Talcott Resolution is the U.S. life insurance and annuity business of The Hartford Financial Services Group, Inc., which was placed into run-off in 2012. Its primary blocks of business are variable annuities, fixed annuities, structured settlements and corporate owned life insurance. For more information please visit www.talcottresolution.com
Investment: FXI
Lead Sponsor: One Rock Capital
Initial Investment: 2017
Investment Vehicle: Fund II
FXI is the leading producer of engineered polyurethane foam solutions. The company’s three business units are Home Furnishings, which makes mattress components, Transportation, which sells products for use in automotive seats and door panels, and Medical/Specialty, which makes highly engineered foams for uses such as wound care and water filtration. For more information please visit www.fxi.com.
Investment: Mavenir
Lead Sponsor: Siris Capital
Initial Investment: 2017
Investment Vehicle: Fund II
Mavenir is a provider of wireless telecommunication network infrastructure products. The Company’s comprehensive product portfolio spans every layer of the network infrastructure stack and includes solutions for VoLTE, VoWifi, advanced messaging, and cloud-based RAN. For more information please visit www.mavenir.com.
Investment: Cicis
Lead Sponsor: Arlon Group
Initial Investment: 2017
Investment Vehicle: Fund II
CiCis is an operator and franchisor of primarily dine-in and some carryout restaurants that serve pizza, salad, pasta, chicken wings, and desserts that are served buffet-style and offered as an “all-you-can-eat” model. For more information please visit www.cicis.com.
Investment: MedNet Solutions
Lead Sponsor: Arrowroot Capital
Initial Investment: 2016
Investment Vehicle: Fund II
MedNet Solutions is a leading healthcare technology company specializing in electronic data solutions designed for the global life sciences community. MedNet’s cloud-based eClinical systems dramatically improve the efficiency of clinical studies and deliver the tools and dashboards required to expertly manage all aspects of clinical research. For more information please visit www.mednetstudy.com.
Investment: Lasko
Lead Sponsor: Comvest Partners
Initial Investment: 2016
Investment Vehicle: Fund II
Lasko is the largest provider of portable fans and heaters in the United States. The company designs, manufactures, and distributes a variety of box fans, pedestal fans, tower fans, tower heaters, and space heaters. In addition, Lasko designs, manufactures, and distributes ventilation products such as exhaust fans and range hoods under the Air King brand. For more information please visit www.laskoproducts.com.
Investment: Forman Mills
Lead Sponsor: Goode Partners
Initial Investment: 2016
Investment Vehicles: Fund I & Fund II
Forman Mills is an off-price retailer that sells apparel and footwear for men, women, and children as well as home goods in the northeastern and midwestern United States. For more information please visit www.formanmills.com
Investment: R2i
Lead Sponsor: Baird Capital
Initial Investment: 2016
Investment Vehicles: Fund I & Fund II
R2i is a national full-service agency, with practice groups focused on integrating marketing cloud technology with brand expression and demand generation for mid-market and enterprise level brands. For more information please visit www.r2integrated.com.
Investment: Indigo Natural Resources
Lead Sponsors: Trilantic, Yorktown Energy, & GSO Capital Partners
Initial Investment: 2016
Investment Vehicle: Fund II
Indigo Natural Resources represents the combination of Cohesive's separate investments in Indigo Minerals and Indigo Haynesville. The company is an E&P company focused on the acquisition and development of gas and liquids-rich gas in the Haynesville Shale and Cotton Valley Sands in East Texas and Louisiana. For more information please visit www.ndgo.com
Investment: Hylan
Lead Sponsor: TZP Group
Initial Investment: 2016
Investment Vehicle: Fund II
Hylan is a leading provider of specialized electrical engineering and construction solutions to the communications and data infrastructure industry in the New York City metropolitan market. Hylan performs installation and maintenance service for products including fiber optic cabling, wireless networks, traffic systems, and other commercial and industrial electrical installations. For more information please visit www.hylangroup.com.
Investment: Glenfarne Asset Company
Lead Sponsor: Glenfarne Group
Initial Investment: 2015
Investment Vehicle: Fund I
Glenfarne Asset Company is an owner and developer of power infrastructure assets in North and Latin America. The company's portfolio of assets include backup power generation facilities, run-of-river hydro plants, and integrated biomass facilities.
Investment: OmniSYS
Lead Sponsor: NexPhase Capital
Initial Investment: 2013
Investment Vehicle: Fund I
OmniSYS, headquartered in Dallas, TX, is a leading provider of medical claims management and compliance IT services for pharmacies, durable medical equipment providers, managed care organizations, and commercial retiree plans. For more information, please visit www.omnisys.com.
Investment: Interlink Maritime Corp
Lead Sponsor: Carlyle Equity Opportunity Fund
Initial Investment: 2013
Investment Vehicle: Fund I
Interlink Maritime Corp., headquartered in Bermuda, is a dry bulk shipping company that owns and operates Handysize vessels. The company’s eco-friendly fleet predominately operates in regional and global waterways (usually between emerging markets and developed nations) transporting grains, coal, ore and other dry bulk commodities. For more information please visit www.interlinkmaritime.com.
New Item: New Mountain Capital and Goldman Sachs
Investment: Avantor
Avantor is a global supplier of ultra-high-purity materials including specialty chemicals and advanced silicones for the life sciences and advanced technology markets. Avantor also owns VWR, which is one of the two largest global independent distributors of laboratory product and service solutions. For more information please visit www.avantorinc.com