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


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.JSA healthcare corporation
.

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

 

 


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.JSA healthcare corporation
.

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

 

 


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.the home service store
.

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

 

 


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.JSA healthcare corporation
.

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

 

 


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hickory farms
.

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

 

 

 


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H-G holdings

 

 

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

 

 


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hickory farms
.

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


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hickory farms hickory farms hickory farms
.

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