 |
|
| SELECTED
PORTFOLIO COMPANIES |

|
APX
Alarm
|
Oracle
Elevator
|
The
Home Service Store
|

|
JSA
Healthcare Corporation
|
Hickory
Farms
|
H-G
Holdings
|
Core-Mark
International
|
Jupiter/Smith
TV Holdings
|
|
.
.
|
Date
of Investment
|
May
2006
|
Description
|
APX
Alarm provides security solutions to homeowners across the country.
With recurring revenue, a strong management team, a unique sales force,
and opportunities for geographical expansion, APX possesses many attributes
that make it a desirable investment.
|
Type
of Investment
|
Recapitalization
|
Sector
|
Specialty
Consumer
|
Contact
Information
|
Todd Pedersen, CEO
APX Alarm Security Solutions, Inc
4931 North 300 West
Provo, UT 84604
(800) 216-5232
|
Web
Site
|
|
|
.
.
|
Date
of Investment
|
June
2004
|
Description
|
Oracle
is a non-union independent outsource elevator service company, serving
residential and commercial buildings. Oracle intends to buy other similar
companies that generate consistent cash flow. The Company operates in
markets across the Southeast, with opportunities for growth in its current
markets and in new markets.
|
Type
of Investment
|
Growth
Capital
|
Sector
|
Business
Services and Solutions
|
Contact
Information
|
William Miller, CEO
Oracle Elevator
43 Mill Street
Dover plains, NY 12522
Telephone 860 539-5731
|
Web
Site
|
|
|
.
.
|
Date
of Investment
|
March
2000
|
Description
|
The
Home Service Store creates unique sales
opportunities in the home maintenance, repair &
improvement marketplace by connecting retailers,
manufacturers, and contractors with homeowners.
By providing product expertise, superior project
management and customer service, big-ticket
home improvement products requiring
installation services can be offered in a wide
range of retail channels. Key partners include
BJ’s Wholesale, AAA and a growing list of
retailers and membership based organizations.
|
Type
of Investment
|
Growth
Capital
|
Sector
|
Specialty
Consumer/Retail
|
Contact
Information
|
Mark Ilderton, CEO
The Home Service Store
1701 Barrett Lakes Blvd.
Suite 220
Kennesaw, GA 30144
Telephone
770 261-7135
|
Web
Site
|
|
|
.
.
|
Date
of Investment
|
June
2003
|
Date
of Exit
|
November
2006
|
Description
|
JSA
is an outsource provider of medical services
for Medicare and commercial HMOs, focusing on
providing high-quality cost-effective care to the
growing elderly population. The Company
operates in Tampa and Orlando, Florida and Las
Vegas, Nevada, with opportunities for growth. It
provides primary care and pharmacy services, and
oversight for specialty care and hospitalization.
|
Type
of Investment
|
Leveraged
Acquisition
|
Sector
|
Health Care
Services
|
Contact
Information
|
Lorie Glisson, President and CEO
JSA Healthcare Corporation
111 Second Avenue, N.E.
Suite 1500
St. Petersburg, Florida 33701
Telephone (727) 828-2327
|
Web
Site
|
|

|

.
|
Date
of Investment
|
January
1998
|
Date
of Exit
|
July
2007
|
Description
|
Hickory
Farms is one of the nation's leading
retailers, direct marketers and wholesalers of
branded high-quality specialty food products and
food gifts. Substantially all of these products,
including specialty and smoked meats, cheeses and
assorted complementary products, are sold under
Hickory Farms-owned trademarks, each of which
enjoys a market reputation for premium products,
reasonable pricing, distinctive flavor and
wholesomeness.
.
|
Type
of Investment
|
Growth
Capital
|
Sector
|
Specialty
Consumer/Retail
|
Contact
Information
|
John
J. Langdon, CEO
Hickory Farms
1505 Holland Road, P.O. Box 219
Maumee, OH 43537
Telephone
419 893-7611
|
Web
Site
|
|

|

|
Date
of Investment
|
October
1994
|
Date
of Exit
|
October
2007
|
Description
|
H-G
Holdings, through its Gelco Information
Network unit, is a leading provider of transaction
and information processing solutions to
corporations and government agencies. Gelco
focuses on the travel expense management and
the trade promotion planning market where its
solutions enable clients to completely outsource
expensive, non-core administrative functions
while enhancing their information, analytic and
control capabilities.
.
|
Type
of Investment
|
Growth
and Acquisition Capital
|
Sector
|
Business
Services and Solutions
|
Contact
Information
|
Karen Beckwith,
President and CEO
Gelco Information Network
11000 Prairie Lakes Drive
Eden Prairie, MN 55344-3886
Telephone
952 947-1500
|
Web
Site
|
|

|

.
|
Date
of Investment
|
August
1996
|
Date
of Exit
|
June
2002
|
Description
|
When
owned by Jupiter, Core-Mark was the nation’s second largest broad-line,
full-service wholesale distributor of packaged consumer products to
the convenience retail industry. The Company distributed over 30,000
products to its 29,000 traditional and petroleum convenience store customers
throughout the western regions of the United States and Canada and was
the leading wholesale distributor in each of its major markets.
.
|
Type
of Investment
|
Management
Buyout
|
Sector
|
Distribution
and Logistics
|

|

.
|
Date
of Investment
|
January
1996
|
Date
of Exit
|
February
1997
|
Description
|
Together
with an experienced management team, Jupiter acquired four network-affiliated
television stations in small and mid-sized markets. Jupiter and management
sold the stations after increasing broadcast cash flow by over 70% within
one year.
.
|
Type
of Investment
|
Leveraged
Acquisition
|
| |
|