Portfolio Item

Harbor Retirement Associates, LLC

Posted by Sample HubSpot User on Jun 1, 2018 12:00:00 AM

Harbor Retirement Associates, LLC

Harbor Retirement Associates (“HRA”) is a vertically integrated regional senior living development and management company, focused primarily on Assisted Living and Memory Care communities, but also engaged in the development and operations of Independent Living and Skilled Nursing communities.  HRA operates 30 communities in 7 states and is partnering on the construction of 8 more communities in 7 additional states. HRA manages over $150 million in revenue and approximately $1 billion in assets while employing 2,000 associates.

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Tags: Representative Transactions, Corporate Finance

Burkhalter Rigging

Posted by Sample HubSpot User on May 20, 2018 12:00:00 AM

Burkhalter Rigging

An industry leader, Burkhalter provides complete solutions in engineered heavy lifting, rigging, and transportation for petrochemical, power, civil, and marine industries around the world. With locations in Columbus, Mississippi, and Houston, Texas, and sales offices in San Francisco Bay Area and others located throughout the U.S., we are proud to serve the petrochemical, power, civil, and offshore and marine industries throughout North and South America.

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Tags: Representative Transactions, Corporate Finance

Neptune Research, Inc.

Posted by Sample HubSpot User on Apr 20, 2018 12:00:00 AM

Neptune Research Inc

Founded in 1982, NRI developed its pipe repair systems for application within the marine industry. As the original inventors of the moisture-cured, pre-impregnated composite material, NRI caught the attention of the U.S. Navy and, in 1996, secured its first contract with the U.S. government requiring NRI’s Syntho-Glass® system to be carried aboard all Navy vessels. 

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Tags: Representative Transactions, Corporate Finance

National Oak

Posted by Sample HubSpot User on Jan 3, 2018 12:00:00 AM

National Oak Distributors, Inc

National Oak Distributors, Inc.  is the country’s premier Automotive Paint, Body and Equipment (PBE) warehouse distributor. In addition to having the largest distribution footprint in the industry and reaching over 95% of the population with next day delivery, National Oak customers are served by the largest, most knowledgeable network of sales and customer service associates in the industry. Additionally, National Oak’s customers enjoy the highest fill rates, stocking over 20,000 products in it’s 14 warehouses.

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Tags: Representative Transactions, Corporate Finance

Family Financial

Posted by Sample HubSpot User on Dec 22, 2017 12:00:00 AM

Family Financial

Family Financial is a holding company for a chain of 20 pawn stores focusing on the Hispanic community in Florida and Puerto Rico.

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Tags: Representative Transactions, Corporate Finance

Crane Rental

Posted by Sample HubSpot User on Dec 16, 2017 12:00:00 AM

Crane Rental

Founded in 1960, the Orlando-headquartered Crane Rental is a leading provider of equipment and services for projects requiring heavy lifting, rigging and hauling.  Power plant construction and maintenance, industrial manufacturing, office buildings, theme parks and infrastructure development are among Crane Rental’s clients.

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Tags: Representative Transactions, Corporate Finance

Weller Pools

Posted by Sample HubSpot User on Dec 15, 2017 12:00:00 AM

Weller Pools

Since their beginning in 1974 a lot has changed in the aquatics construction and design industry. The principles on which Weller Pools was founded, however, – quality, integrity, and an unrelenting dedication to client satisfaction — have never changed.

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Tags: Representative Transactions, Corporate Finance

American Companies

Posted by Sample HubSpot User on Dec 12, 2017 12:00:00 AM

American Companies

American Door & Millwork was founded in 1995 by Mr. Chad Barton and Mr. Bob Dello Russo in direct response to builder demand for a reliable and scalable door supplier. American Installation was subsequently formed to perform all installation work for the door company.

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Tags: Representative Transactions, Corporate Finance

Quality Manufacturing Services

Posted by Sample HubSpot User on Dec 10, 2017 12:00:00 AM

Quality Manufacturing Services

QMS is a full-service Electronics Manufacturing Services provider, located in Central Florida’s technology hub. Founded in 1995 and emerging as the region’s premier Electronics Contract Manufacturer, QMS is an Employee-Owned company with the resources to deliver a wide range of services to a broad spectrum of industries and technological requirements.

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Tags: Representative Transactions, Corporate Finance

Supply Source

Posted by Sample HubSpot User on Dec 6, 2017 12:00:00 AM

Supply Source

The Supply Source, LLC, a specialist in supply chain management, provides operational efficiencies for customers in multiple industries. With distribution centers in Florida, Georgia, New Jersey, California and Nebraska, The Supply Source offers tailored distribution of non-resale operational items for companies and offers customized online ordering systems for perpetual inventory management. Its proprietary ordering and inventory management system ensures customer satisfaction and establishes long term relationships with its clients. Products and services provided include specialty printing capabilities, packaging and safety materials and value-added delivery and distribution.

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Tags: Representative Transactions, Corporate Finance