Municipal Finance

ORIX Municipal Finance purchased $19 million of tax-exempt Public Improvement District (“PID”) bonds to finance infrastructure improvements within a real estate Development.  Development consists of single- and multi-family residential, office and retail. The development is a 2,600-acre master planned community located in North Dallas, Texas, with new single-family homes, townhomes, and estate homes from the mid-$300,000s to $3 million and up.  It is the fourth largest residential development in North Texas and one of the largest in the nation.

Municipal Finance

ORIX Municipal Finance purchased $21.8 million of tax-exempt senior lien revenue bonds to finance the construction of a 133-unit senior living facility (assisted living & memory care) on the campus of a prominent local church. The $30.0 million capital stack also included $2.7 million in subordinate bonds and $5.6 million in equity.

Growth Capital

PlanSource provides the industry’s most flexible and extensible health exchange and benefits engagement platform in the cloud. More than 8,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration. PlanSource partners with leading insurance carriers, brokers and government entities to provide both exchange and non-exchange solutions to companies of all sizes. PlanSource – One Source. Many Benefits.

Mezzanine & Private Equity

Founded in 1990 and based in Rochester, Minnesota, Domaille Engineering designs and manufactures industry-leading polishing machines, fixtures, inspection equipment and associated engineered products for the rapidly growing fiber optic cable market. Domaille Engineering also engineers and manufactures complex, mission-critical products for the defense, aerospace, national security, telecommunications, energy and medical sectors. OMPE made a subordinated debt and equity investment in the buyout of the company with Onward Capital and Thompson Street Capital Partners.  

Growth Capital

Urban Airship is leading the movement of mobile innovators, helping them build high-value relationships through mobile apps and mobile wallets. Its mobile engagement and insight products mobilize all aspects of a business, powering exceptional mobile and omnichannel customer experiences. Studies have found that Urban Airship’s engagement solutions can drive an 878 percent return on investment for customers and overcome APPathy by increasing app user engagement 4X and doubling retention. Thousands of companies and some of the most demanding brands in retail, media & entertainment, sports and travel & hospitality, trust Urban Airship to deliver the mobile moments that matter to their customers and their business. For more information, visitwww.urbanairship.com and follow us on Twitter @urbanairship.

Energy

ORIX Energy Capital has provided senior secured debt financing to Overflow Energy, LLC for expansion of its water handling facilities servicing the oil and gas industry in Texas.

Energy

Standard Pump Parts designs, manufactures and distributes fluid-end expendable replacement parts for plunger and centrifugal pumps used in oil and gas applications, including wells for handling water, water flooding of producing wells, and hydraulic fracturing. Located in Odessa, Texas, Standard also has distribution points in East Texas, California, Louisiana and Canada.    

Municipal Finance

ORIX Municipal Finance purchased $19 million of tax-exempt Public Improvement District (“PID”) bonds to finance infrastructure improvements within a real estate Development.  Development consists of single- and multi-family residential, office and retail. The development is a 2,600-acre master planned community located in North Dallas, Texas, with new single-family homes, townhomes, and estate homes from the mid-$300,000s to $3 million and up.  It is the fourth largest residential development in North Texas and one of the largest in the nation.

Municipal Finance

ORIX Municipal Finance purchased $21.8 million of tax-exempt senior lien revenue bonds to finance the construction of a 133-unit senior living facility (assisted living & memory care) on the campus of a prominent local church. The $30.0 million capital stack also included $2.7 million in subordinate bonds and $5.6 million in equity.

Energy

Campbell Development LLC is a nationwide land service company that provides better services to the oil and gas, real estate, and utility industries. The company branches are based in Fort Worth, Texas; Pittsburgh; Denver; and Midland, Texas. Campbell Development LLC has offsite crews nationwide, including teams located in Illinois, Ohio, West Virginia, Oklahoma, Florida and New Mexico. The company's success has been built by the combined efforts of its contractors and employees, who are the most important and valued part of the company. Campbell Development LLC has been a member of the Better Business Bureau since 2009 and is also a WBENC certified woman-owned business.  

Energy

ORIX Energy Capital acquired mineral and royalty interests from AmericaWest Resources, LLC. The acquisition includes producing and non-producing mineral and royalty interests in the DJ Basin located in Weld County, Colorado. The acreage is currently leased and operated by a well-known independent oil company that is active in the area with capital dedicated to drilling additional permitted wells.  

Mezzanine & Private Equity

Founded in 1993 and based in Sauk Rapids, Minnesota, Thermo-Tech Premium Windows and Doors is a manufacturer of vinyl clad windows and patio doors for residential housing and multi-family apartments with significant market presence in Minnesota. OMPE made subordinated debt and equity investments in the buyout of the Company with Bounds Equity Partners and management.    

Mezzanine & Private Equity

Founded in 1969 and based in Chandler, Arizona, Kovach is a leading provider of customized building enclosure solutions for technically complex commercial projects. Kovach works with leading commercial contractors and architectural firms to design, manufacture and install customized metal, glass and stone enclosure products. OMPE made an equity investment in the buyout of the Company with AV Capital and management.    

Mezzanine & Private Equity

Founded in 1983, Ranger Airshop manufactures air cargo nets, straps and assemblies, and sells, leases and repairs air cargo unit loading devices (ULDs). ULDs are broadly defined as any platform that is used to facilitate the movement of air cargo. The Company maintains the industry's largest fleet of ULDs available for one-way, short-term and long-term lease. Ranger Airshop is headquartered in Easley, South Carolina, and has more than 30 locations in 18 countries around the world. OMPE made subordinated debt and equity investments in the buyout of the Company with Argosy Private Equity and management.    

Mezzanine & Private Equity

Founded in 1987, Midwest Medical Transport is Nebraska's largest private interfacility ambulance service. Midwest Medical Transport currently serves Nebraska and surrounding states through full-service locations with a fleet of advanced life support ambulances, state-of-the-art medical helicopters and wheelchair transfer vans, staffed by highly trained and certified personnel. OMPE made an equity investment alongside Panorama Point Partners and management to support the acquisition of the company.  

Mezzanine & Private Equity

Headquartered in Buffalo, NY, Flexo Transparent provides multi-colored flexible packaging including custom-printed rollstock, bags, pouches, and sleeves primarily for food grade and retail consumer products with a focus on private label accounts with short to medium sized production runs. The Company’s manufacturing capabilities include: flexographic printing up to 10 colors with a wide-web priority, laminations, bag and pouch converting, slitting, and graphic design support services.

Mezzanine & Private Equity

Founded in 1978 and based in Houston, TX, RAM manufactures aluminum window and door products, and acts as a distributor for several leading national window and door markets. Acting as a manufacturer and distributor enables RAM to act as a one-stop shop for its customer base, which includes contractors, dealers, and homebuilders. OMPE made a subordinated debt and preferred equity investment to support the acquisition of the Company with The Omina Group and management.  

Real Estate

ORIX Real Estate Americas announced the closing of a $27.75 million construction loan that will be used to build a Class “A” hotel in Portland’s walkable Pearl District, located in the city’s center. The 153-room hotel will be operated under the Canopy by Hilton brand and include a rooftop bar/lounge.

Mezzanine & Private Equity

Founded in 1978 and headquartered in Dallas, TX, Sutherland Perennials Group is an industry innovator that has developed the leading luxury brands in each of its three business segments: 1) Performance fabric (Perennials Fabrics); 2) Outdoor furniture (Sutherland Furniture) and 3) Wholesale showrooms targeting interior designers (David Sutherland Showrooms). OMPE made an equity investment in the Company with Acacia Partners and management.

Mezzanine & Private Equity

United PF Partners is the largest Planet Fitness franchisee in the U.S. with clubs across the Midwest, South and Mid-Atlantic regions. As of 2016, Planet Fitness, home of the Judgment Free Zone, operates more than 1,200 clubs with over 8 million members, providing its customers with a differentiated gym experience at a tremendous value. OMPE made an equity investment to back Eagle Merchant Partners' formation of United PF Partners and to support the growth of new clubs and fuel club-level improvements.

Real Estate

ORIX Real Estate Americas announced the closing of a $13.4 million equity investment in two ground-up self-storage developments located in the boroughs of New York City. Scheduled for completion in 2017, the facilities will consist of multistory buildings and exterior drive-up units totaling 133,068 rentable square feet.    

Real Estate

ORIX Real Estate Americas announced the closing of a $14.5 million construction loan for a 167-bed, Class “A” student housing property in the West Campus neighborhood of Austin, two blocks from the University of Texas. West Campus is the premier location for students who attend the University of Texas.

Real Estate

ORIX Real Estate Americas announced the closing of a $22.925 million loan to construct a 94-unit, Class “A+” mixed-use project in Santa Cruz, California. Situated in a prime location within walking distance of both downtown Santa Cruz and the Santa Cruz Beach Boardwalk, the property is also located along two main surface streets that accommodate numerous public transportation lines that feed the beach, downtown and surrounding employers.

Real Estate

ORIX Real Estate Americas announced the closing of a $25.75 million construction loan that will be used to build a 101-unit multifamily property in downtown San Jose, California. The developer plans to complete the project by summer 2017, and the project will serve the Greater Silicon Valley market.

Real Estate

ORIX Real Estate Americas is pleased to announce its recent closing of an $18 million bridge loan renovation and repositioning of a 92- unit garden apartment complex located in Orange County, California. The property, located near diversified employment centers and retail amenities of all sorts, lies within an infill location and has exceptional visibility and access.

Real Estate

ORIX Real Estate Americas announced the closing of a $12.96 million construction loan that will be used to build a 100,986-square-foot neighborhood retail development in suburban Tucson. The developer plans for the project to offer a diverse tenant mix with many national retailers, including TJ Maxx, HomeGoods, Dollar Tree and Ross Dress for Less.

Growth Capital

Airbiquity provides automobile OEMs, wireless carriers and Tier 1 suppliers with a proprietary platform to deploy and manage connected vehicle solutions. These solutions provide end users with in-vehicle smartphone connectivity, content, navigation, vehicle diagnostics and responsive safety solutions.

Growth Capital

Apptio is the leading provider of cloud-based Technology Business Management (TBM) software that helps CIOs manage the business of IT. Apptio's suite of applications use business analytics to provide facts and insights about technology cost, value, and quality, so IT leaders can make faster, data-driven decisions. The purpose-built applications help companies align technology spend to business outcomes and automate IT processes like cost transparency, benchmarking, showback/chargeback, operational efficiency, and planning. Powering Apptio's applications is a next generation, in-memory cost analytics platform that takes data directly from financial, operational, and billing systems to power the applications that give customers deep insight. This insight spans infrastructure, applications, and business services, both on-premises and in the cloud. Hundreds of customers, including more than one-third of the Fortune 100, choose Apptio as their business system of record for IT.

Growth Capital

Founded in 2004, Clinicient helps outpatient rehabilitation therapy businesses optimize their clinical and financial operations from patient to payment, through a combination of cloud-based EMR, practice management and revenue cycle management (RCM) solutions. By combining its process automation technologies with expert professional services, such as data-driven practice management coaching, Clinicient enables thousands of therapists across the United States to deliver more effective clinical outcomes, and maximizes their collection of nearly $1 billion in payments annually. Clinicient is headquartered in Portland, Oregon.

Growth Capital

CustomInk is the leading online provider of custom apparel and accessories for groups and occasions. CustomInk believes that T-shirts and other custom products have the power to bring people together and strengthen their sense of community. CustomInk combines an easy online Design Lab with personal customer care to help its customers create the perfect design for any club, school, business, team, or charity.

Growth Capital

Founded in 2007 and located in Broomfield, Colorado, Datavail provides a broad range of services in support of databases, analytics and applications, and specializes in Oracle, Oracle E-Business Suite, OBIEE and OBIA, Hyperion, Microsoft SQL Server, MySQL, MongoDB, DB2 and SharePoint. Datavail is a leading provider of data integration and database administration services in North America, offering 24×7 managed database, applications and BI/DW services, design, architecture and staffing. With more than 900 employees on payroll and core operations in four countries, Datavail offers deep technical expertise in a flexible, agile engagement model that focuses on customer success.

Growth Capital

Fishbowl is the world’s #1 Restaurant Success Platform, delivering Decision Sciences & data-driven marketing automation, to help restaurants unravel complex business insights and convert that into tangible business outcomes via powerful 1:1 customer engagement. Highly scalable, the Hadoop-based SaaS platform ingests and blends data from POS, eClub, SMS, direct mail, social, online ordering, reservations, loyalty and more to provide clients with actionable insights. Using marketing automation across channels, the Fishbowl platform enables clients to efficiently act on those insights to drive more customer visits and more sales. Serving more than 65,000 restaurant locations, Fishbowl partners with key industry and technology organizations, including: The Coca-Cola Company, OpenTable, the National Restaurant Association, State Restaurant Associations, and the leading POS manufacturers. Fishbowl is headquartered in Alexandria, VA, with offices in Silicon Valley and London.

Real Estate

In April, ORIX RE Holdings, LLC, the proprietary debt and equity banking arm of ORIX Real Estate Americas, closed a $25+ million first lien loan to construct a 330 unit, Class “A” multifamily property in Houston, Texas. The non-recourse financing was structured with a floating rate to a very experienced developer. ORIX Real Estate Americas is dedicated to providing creative capital solutions to experienced developers.  ORIX’s veteran real estate professionals can originate loans on a wide variety of property types and offers construction and bridge financing.

Growth Capital

With nearly two decades of experience in accelerating indirect sales, Impartner delivers the industry's most advanced SaaS-based Partner Relationship Management solution, helping companies worldwide manage their partner relationships and accelerate revenue and profitability through indirect sales channels. The largest pure-play PRM vendor in the world, Impartner provides the industry's only out-of-the-box solution that can deploy an enterprise-class Partner Portal in as few as 30 days, using the company's highly engineered, multi-award winning, three-step Velocity onboarding process.  

Growth Capital

INRIX leverages big data analytics to reduce the individual, economic and environmental toll of traffic congestion. Through cutting-edge data intelligence and predictive traffic technologies, INRIX helps leading automakers, fleets, governments and news organizations make it easier for drivers to navigate their world.

Growth Capital

Invincea is the machine learning next-generation antivirus company with the #1 malware protection rate in the industry. Created by the data scientists at  Invincea Labs, X by Invincea has consistently rated highest in performance metrics in third party testing. Based in Fairfax, VA., Invincea proudly protects organizations across the globe and drives the highest level of transparency and accountability in the marketplace. For more information or to take a free Test Drive, visit  www.invincea.com.

Growth Capital

Kaltura provides the world's first and only Open Source Online Video Platform. Its online video platform, which is primarily offered as a hosted Software-as-a-Service, provides its customers with the ability to integrate, publish, distribute and monetize high quality video content online to a broad array of internet connected devices.

Real Estate

ORIX Real Estate Americas announced the closing of a $15.6 million construction loan that will be used to build a 123-room Element by Westin extended-stay hotel in Palmdale, California.

The developer projects that the hotel, which will service the greater Palmdale market, is likely to draw guests from the aerospace industry in the Antelope Valley.

 

Growth Capital

Founded in 2007 and headquartered in Austin, Texas, Kony is the fastest growing cloud-based enterprise application and mobility solutions company, and for five consecutive years a recognized "Leader" in the Gartner Magic Quadrant for Mobile App Development Platforms (MADP) Report. Kony helps organizations of all sizes drive business ingenuity by rapidly transforming ideas into innovative and secure omni-channel applications. Built on the industry's leading digital platform, Kony provides the most innovative and secure omni-channel applications, with exceptional user experience and app design. Kony's cross-platform, low-code solution also empowers organizations to develop and manage their own apps to better engage with their customers, partners and employees. By seamlessly leveraging and connecting apps to all types of data sources and information, Kony also enables organizations to transform their business processes and gain valuable insight.

Growth Capital

Kyriba is the global leader in cloud treasury solutions, delivering Software-as-a-Service (SaaS) treasury technology to corporate CFOs and Treasurers. More than 1,300 treasury clients use Kyriba to deliver global cash visibility, improve financial controls, and increase productivity across their cash and liquidity, payments, supply chain finance and risk management operations. Kyriba is headquartered in San Diego, with offices in New York, Paris, London, Tokyo, Singapore, Dubai, Hong Kong, and Rio de Janeiro.

Growth Capital

MetricStream is the market leader in enterprise-wide Governance, Risk, Compliance (GRC) and Quality Management Solutions. MetricStream solutions are used by leading global corporations in diverse industries such as Financial Services, Healthcare, Life Sciences, Energy and Utilities, Food, Retail, CPG, Government, Hi-Tech and Manufacturing to manage their risk management programs, quality management processes, regulatory and industry-mandated compliance and other corporate governance initiatives. MetricStream’s customers include UBS, Société Générale, Pfizer, Philips, Cummins, Kellogg’s, Mondelez International, SanDisk, and NetApp. MetricStream also owns and operates the www.ComplianceOnline.com portal - the largest GRC advisory network and one of the largest GRC communities. MetricStream is headquartered in Palo Alto, California, USA.

Growth Capital

NetBase is the award-winning social analytics platform that global companies use to run brands, build businesses, and connect with consumers every second. Its platform processes millions of social media posts daily for actionable business insights for marketing, research, customer service, sales, PR, and product innovation. NetBase is a trusted partner to American Airlines, Arby’s, Coca-Cola, Ogilvy, T-Mobile, Universal Music Group, Walmart, and YUM! Brands.

Real Estate

ORIX Real Estate Americas announced today the closing of a $6.44 million bridge loan which will be used to convert a vacant grocery space in Chandler, Arizona, into a Class "A," climate-controlled self-storage facility.

Once complete, the self-storage facility will house more than 1,000 units and bring a much-needed service to a densely populated area of Chandler.

 

 

Real Estate

ORIX Real Estate Americas announced the closing of a $17 million construction loan that will be used to facilitate the construction and operation of a 128-room Fairfield Inn (Marriott) located in South San Francisco.

Real Estate

ORIX Real Estate Americas announced the closing of a $26.6 million construction loan that will be used to build a 208-unit multifamily developmentSouth 400in Fort Worth's Southside Medical District.

The developer plans for the project, located at 400 S. Jennings Ave., to feature a five-story parking garage with secure access to each floor of living units, as well as some retail space on the ground floor.

 

Growth Capital

PlanSource provides the industry’s most flexible and extensible health exchange and benefits engagement platform in the cloud. More than 8,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration. PlanSource partners with leading insurance carriers, brokers and government entities to provide both exchange and non-exchange solutions to companies of all sizes. PlanSource – One Source. Many Benefits.

Mezzanine & Private Equity

Founded in 1970, Datascan provides inventory self-scanning solutions to retailers in order to facilitate a variety of physical inventory counting needs. Datascan serves many of the largest, best-known retailers in the world by providing the most accurate, efficient, and cost effective physical inventory counting system available. OMPE, in partnership with Chartwell Investments, invested equity in Datascan.

Growth Capital

Practice Fusion is the #1 cloud-based electronic health record (EHR) platform for doctors and patients in the U.S., with a mission of connecting doctors, patients and data to drive better health and save lives. By facilitating over 5 million patient visits a month with more than 600 connected partners, Practice Fusion helps coordinate care within the largest healthcare ecosystem in the U.S. As the most widely used cloud-based ambulatory EHR, Practice Fusion is helping to reshape the future of healthcare.

Growth Capital

RES, the leader in digital workspace technology, helps organizations achieve better business results with reduced risks in security and compliance — while making enterprise technology easier and less disruptive for the worker to access. RES takes a people-centric approach to making technology access secure, even in complex multi-device/multi-location scenarios. RES boasts numerous patented technologies, fast time to value, and superior customer support for more than 3,000 companies around the world. RES was named a “Cool Vendor 2015” by Gartner, Inc., for the innovative capabilities of its RES ONE Service Store.

Growth Capital

Revolution Foods believes that proper nutrition is a cornerstone of providing youth the nourishment they need to lead successful lives. With this belief in mind, the company started in 2006 as a provider of nutritious, affordable school lunches to students and now serves over 2 million schools meals every week in 14 states. Based on requests to be able to take meals home from school and coupled with requests for their products from grocery retailers, Revolution Foods services now include retail consumer-packaged products available at thousands of stores across the United States. The company has built on its purpose-driven roots by putting one percent of all its sales from its consumer packaged food items into a grant fund that goes to schools in need.

Growth Capital

Scivantage is a provider of information-enabled software dedicated to transforming complex information and processes into intuitive user experiences for the financial services industry. With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions.

Real Estate

ORIX Real Estate Americas announced the closing of a $6.38 million bridge loan that will be used to retrofit an existing vacant industrial building into an 80,000-square-foot, climate-controlled self-storage facility. Located in a transitional neighborhood northeast of the Denver Central Business District, the facility will help meet the storage needs of the growing residential area.  

Growth Capital

Founded in 2005, SimpleTuition is dedicated to helping students and parents make sense of education financing options. Recently featured as one of Fast Company’s Top 12 Web 2.0 sites, SimpleTuition offers the leading independent and interactive solution for researching and comparing over 100 private, PLUS, Stafford, GradPLUS and Federal Consolidation loans from more than 45 lenders. SimpleTuition is headquartered in Boston and is funded by Atlas Venture, Flybridge Capital, and North Hill Ventures.

Growth Capital

SmartZip Analytics is a national leader in predictive marketing solutions for real estate, lending and related industries. Using patent-pending home intelligence, predictive analytics and automated marketing campaigns, SmartZip's SmartTargeting platform offers an integrated solution that can identify top home seller prospects accurately, engage them through targeted online and offline marketing campaigns, and help close more business with smart nurturing and prospecting tools. In addition, leading national real estate companies, including Homes.com, ZipRealty.com, HomeSnap, foreclosure.com, RealtyStore.com and others rely on SmartZip's best-of-breed analytics for their online businesses. SmartZip is backed by Intel Capital, Claremont Creek Ventures, Crest Capital, Javelin Venture Partners, Cue Ball Capital and ORIX Growth Capital, and is headquartered in Pleasanton, CA.

Growth Capital

SummitIG is a custom network solutions and bandwidth infrastructure provider. Leveraging its extensive network infrastructure across the state, SummitIG specializes in delivering dark fiber networks that support and extend data centers’ connectivity

Growth Capital

As the mobile industry’s leading app-tech company, Tapjoy’s mission is to maximize value for app developers through ad-based monetization and industry leading analytic solutions. Tapjoy drives revenue for mobile app developers through advertising and uses data from their apps to serve the right engagement to the right user at the right moment. Tapjoy’s global reach is currently more than 450MM monthly active users. Tapjoy is backed by top-tier investors, including J.P. Morgan Asset Management, Rho Ventures, North Bridge Venture Partners, InterWest Partners and D.E. Shaw Ventures. Headquartered in San Francisco, the company also has offices in New York, Los Angeles, Chicago, Santa Barbara, Atlanta, Boston, London, Beijing, Shanghai, Seoul and Tokyo.

Mezzanine & Private Equity

Founded in 1988 and based in Saskatoon, Saskatchewan, NSC Minerals is a market leading provider of salt for highway de-icing, industrial and agricultural applications, serving municipal, provincial and state governments in Western Canada and the North Central United States. OMPE made an equity investment to support the acquisition of the company by Altas Partners.

Growth Capital

Urban Airship is leading the movement of mobile innovators, helping them build high-value relationships through mobile apps and mobile wallets. Its mobile engagement and insight products mobilize all aspects of a business, powering exceptional mobile and omnichannel customer experiences. Studies have found that Urban Airship’s engagement solutions can drive an 878 percent return on investment for customers and overcome APPathy by increasing app user engagement 4X and doubling retention. Thousands of companies and some of the most demanding brands in retail, media & entertainment, sports and travel & hospitality, trust Urban Airship to deliver the mobile moments that matter to their customers and their business. For more information, visitwww.urbanairship.com and follow us on Twitter @urbanairship.

Growth Capital

Venafi is the cybersecurity market leader in machine identity protection, securing all machine-to-machine connections and communications. Venafi protects all machine identity types by orchestrating cryptographic keys and digital certificates for SSL/TLS, IoT, mobile, code-signing and SSH. Venafi provides global visibility of machine identities and the risks associated with them for the extended enterprise—on premise, mobile, virtual, cloud and IoT—at machine speed and scale. Venafi puts this intelligence into action with automated remediation that reduces the security and availability risks connected with weak or compromised machine identities while safeguarding the flow of information to trusted machines and preventing communication with machines that are not trusted. With over 30 patents, Venafi delivers innovative solutions for the world's most demanding, security-conscious Global 5000 organizations, including the top five U.S. health insurers, the top five U.S. airlines, four of the top five U.S., U.K. and South African banks and four of the top five U.S. retailers.

Growth Capital

WhiteHat Security has been in the business of securing web applications for 15 years. Combining advanced technology with the expertise of its global Threat Research Center (TRC) team, WhiteHat delivers application security solutions that reduce risk, reduce cost and accelerate the deployment of secure applications and websites. The company's flagship product, WhiteHat Sentinel, is a software-as-a-service platform providing dynamic application security testing (DAST), static application security testing (SAST), and mobile application security assessments. The company is headquartered in Santa Clara, Calif., with regional offices across the U.S. and Europe.    

Mezzanine & Private Equity

WWS is a manufacturer, designer, and marketer of aluminum and wood-clad window and door systems. The Company sells primarily into custom, high-end residential markets as well as commercial markets such as restaurants and hospitality properties. OMPE made a subordinated debt and preferred equity investment to support the recapitalization of the Company in partnership with The Omnia Group and management.

Growth Capital

Access Media 3 is a private cable operator providing high-speed Internet, TV and voice services to residential multi-dwelling units such as condominiums and apartment communities.

Growth Capital

Acclaris provides an integrated software and services platform that facilitates the administration of consumer-directed healthcare accounts. These consumer-directed healthcare accounts include flexible spending accounts, health reimbursement accounts, and health savings accounts.

Growth Capital

Advantage Healthcare provides revenue cycle management and practice management solutions to hospital-based and large office-based physician practices. The Company offers medical claims transaction processing services through its proprietary web-based practice management system to physicians and third-party physician billing companies.

Growth Capital

Amber Road is a leading provider of cloud based global trade management (GTM) solutions that automate import and export processes to enable goods to flow across international borders in the most efficient, compliant and profitable way. It delivers the GTM solution using a Software-as-a-Service model and leverages a highly flexible technology framework to quickly and efficiently meet its customers’ unique requirements around the world.

Growth Capital

Angie's List helps facilitate transactions between consumers nationwide and its collection of highly-rated service providers from home improvement to health care. Built on a foundation of authentic reviews of local service, Angie's List connects consumers directly to its online marketplace of services from member-reviewed providers, and offers unique tools and support designed to improve the local service experience for both consumers and service professionals.

Growth Capital

Teradata (which acquired Aprimo) produces software that provides web-based software applications to fortune 1000 corporations that address needs in marketing operations and demand creation. The Company is in a subset of the Enterprise Marketing Management sector called Marketing Resource Management that provides marketing management software and services to such companies.

Growth Capital

Athenahealth provides comprehensive medical office automation and billing capabilities by combining web-based practice management software with payor knowledge and business services such as eligibility verification and claims submission to insurance collection.

Leveraged Finance

Interface Security Systems is a leading cloud-based provider of managed physical and network security services company headquartered in St. Louis, Missouri, and Plano, Texas. Interface manages a broad range of secure, IP-based security solutions, including interactive video surveillance and business intelligence services, primarily to distributed enterprise national accounts in the specialty retail, hospitality, restaurant and small business markets. Interface operates two UL Approved 5-Diamond CSAA Certified Secure Operations Centers and a nationwide service delivery infrastructure. Interface is a portfolio company of SunTx Capital Partners.

Leveraged Finance

3SI is a global leader in asset protection systems designed to recover stolen cash and high-value assets, apprehend criminals and deter crime with more than 40 years of experience in the financial and retail markets. 3SI's solutions include currency degradation and GPS tracking solutions to protect cash and high-value assets in banks, safes and ATMs, jewelry, pharmaceuticals, consumer electronics, other retailers and law enforcement.

Leveraged Finance

Infogroup is a big data, analytics and marketing services provider that delivers best in class data-driven, customer-centric technology solutions. Its data and software-as-a-service (DaaS & SaaS) offerings help clients of all sizes, from small companies to FORTUNE 100 enterprises, increase their sales and customer loyalty. Infogroup provides both digital and traditional marketing channel expertise that is enhanced by access to the company's proprietary data on 245MM individuals and 25MM businesses, which is distributed real-time to its clients.

Leveraged Finance

Highline Aftermarket manufactures and distributes packaged automotive chemicals, lubricants, filters, parts, tools and accessories to independent distributors, quick lube shops, jobbers, wholesalers and multiple retail channels. The company delivers what you need, when you need it at fair, profit-producing prices.

Growth Capital

BroadSoft provides voice over IP (VoIP) application software that enables fixed-line and wireless telecommunications service providers, such as Verizon and Sprint, to offer VoIP to both enterprise and residential end users. The Company is the market leader in the VoIP application software space and its family of carrier-class software products provides the needed scalability, open architecture and reliability for telecommunications companies.

Leveraged Finance

National Spine & Pain Centers (NSPC) is one of the nation's largest pain management practices in the United States. Formed in 2011 with a rebrand of The Spine Center, NSPC quickly expanded, partnering with Capitol Spine & Pain in 2012. The company strives to bring high-quality providers in the specialty of pain management together to offer an extensive network to meet the needs of an ever-growing population of patients living in chronic pain.

Mezzanine & Private Equity

R2integrated is a digital agency that offers web content management, digital marketing, and social media expertise to a wide variety of clients from Fortune 500 companies to non-profit organizations. OMPE provided equity to support the growth initiatives of the company.

Leveraged Finance

Founded in 2012, ACRE seeks to acquire, partner or invest with specialized players in the electronic security manufacturing industry that are emphasizing the ongoing transition to more open platform systems. The components and systems provided by ACRE's family of companies, sold through traditional distribution channel partners, help secure the highest valued assets of its end user clientele, including both public and private sector entities, large and small.

Leveraged Finance

Great Lakes Caring Home Health and Hospice is a leading provider of a post-acute continuum of in-home health care. Since 1994, Great Lakes Caring has dedicated its resources to providing value-based, high quality care wherever their patients call home.

Growth Capital

Cadent is an innovative provider of products and services that use computer-aided design and computer-aided manufacturing to service the orthodontic and dental industries, reducing the need for physical plaster impressions. Its products eliminate process inefficiencies and improve outcomes for dental and orthodontic practitioners and patients.

Leveraged Finance

Ministry Brands provides end-to-end solutions serving more than 55,000 faith-based organizations and K-12 private education institutions. The company’s software suite manages every aspect of their customers’ operations, including giving/donations, member management and engagement, content management/website design and financial accounting.

Leveraged Finance

Polaris Alpha is a leading provider of mission-critical technology, software and solutions to premier customers in the defense and intelligence communities. Polaris Alpha was formed through the merger of Arlington Capita Partners’ portfolio company, EOIR Technologies, with Intelligent Software Solutions and PROTEUS Technologies. Polaris combines its advanced technical capabilities with specialized expertise to create innovative technologies for all contested domains: land, sea, air, cyber, space and the electromagnetic spectrum.

Leveraged Finance

Auto Europe is the largest online broker of leisure car rental services for Europe-bound travelers. Through its international platform with over 20,000 convenient pick-up locations in over 180 countries, Auto Europe accesses a global customer population with a diverse range of booking source countries.

Leveraged Finance

Fleischmann's Vinegar Company Inc. was established on October 8, 2002, through the acquisition by Swander Pace Capital L.L.C. from Burns, Philp & Company Limited. Headquartered in Cerritos, California, Fleischmann's Vinegar Company Inc. consists of seven vinegar manufacturing plants and one distribution location outside the U.S.A., located strategically throughout North America.

Leveraged Finance

Founded in 2003 and headquartered in Phoenix, BillingTree is the leading provider of integrated payments solutions to the healthcare, accounts receivable management and financial service industry verticals. Through its technology-enabled suite of products and services, BillingTree enables organizations to increase efficiency and decrease the costs of payment processing while adhering to compliance regulations.

Growth Capital

Cortera provides B2B analytics and cloud-based workflow solutions that enable companies of all sizes to better understand their customers, suppliers and business partners. Our comprehensive solutions increase visibility into the financial health of your B2B customers while keeping you informed of important changes that traditional credit reporting tools miss. Thousands of companies across diverse industries use Cortera’s solutions to increase revenue, improve sales effectiveness, and reduce risk. Cortera is privately held with offices in Boca Raton, FL and Quincy, MA.

Leveraged Finance

MB Aerospace is a Tier 1 supplier of aero-engine components, providing new and legacy product manufacturing as well as supply chain management and engine repair to the industry's top OEMs.

Leveraged Finance

Fleet Laboratories is a manufacturer of personal care and over-the-counter products in the feminine hygiene, gastrointestinal and infant care categories marketed under well-known brand names, including Summer's Eve®, FLEET®, Norforms®, Pedia-Lax® and Phazyme®.

Leveraged Finance

The Original Cakerie Ltd. is a manufacturer of premium frozen dessert products. The Original Cakerie's layer cakes, brownies and dessert bars are marketed throughout North America to the retail and foodservice sectors.

Leveraged Finance

Freedom Scientific is the largest worldwide manufacturer of assistive technology products for those with vision impairments or learning disabilities. Freedom Scientific is the only company with a complete line of products for those with vision impairments. All products are tested and guaranteed to work together. For over 15 years, the company has helped people in over 70 countries using 24 languages achieve their professional and personal goals.

Leveraged Finance

Image Skincare is an evidence-based clinical skin care company, providing professional skincare products and effective skincare solutions. The most innovative brand in the industry, Image Skincare consistently produces the latest anti-aging, balancing, hydrating, and illuminating technologies to further its mission of helping the world to Age Later.

Growth Capital

Coupon Cabin is an online coupon publisher that works with merchants to drive online sales by aggregating and delivering online promotional codes, discount offers and printable coupons to consumers.

Leveraged Finance

For nearly four decades, MicroPact has focused on engineering commercial off the shelf (COTS) solutions for U.S. Government agencies and Fortune 500 corporations. Today MicroPact solutions serve 97% of federal agencies with 500 or more employees, 98% of U.S. state governments, and enjoy a 97% annual renewal rate.

Leveraged Finance

Avalign Technologies is the premier, full-service supplier of implants, instruments, cutting tools, German Specialty Instruments and cases and trays for medical device OEM's. Our expert engineering, diverse manufacturing capabilities, and complete dedication to your project will ensure that your launch is successful from start to finish. Avalign leads the medical device contract manufacturing industry for quality systems management utilizing Master Control Quality Software; the only quality software endorsed by the FDA. Master Control allows Avalign to run under one quality system for all four divisions which allows the OEM to manage their risk much more efficiently.  

Leveraged Finance

Impact Facility Services is a provider of inspection and repair services for fire life safety systems for commercial and industrial customers across the United States. The company conducts business under the brands Impact Fire Services and Academy Fire Protection.

Growth Capital

Empathica provides a customer experience management software and services solution to retailers to help them measure, manage and improve the experiences of their customers. Its customer experience management system combines web-based software, performance reporting, business intelligence software and value-added services.

Leveraged Finance

Peninsula Packaging is a provider of custom thermoformed plastic packaging products for the fresh produce and bakery markets. The Company has a fully integrated operating platform, which includes extrusion, thermoforming, and labeling.

Mezzanine & Private Equity

Manufacturer of automotive components using highly automated metal stamping and welding processes. OMPE provided subordinated debt and an equity co-investment to support the buyout of the company.

Leveraged Finance

Luxury Optical Holdings is the largest domestic retailer of ultra-luxury glasses frames, sunglasses and other eyewear. The company's footprint covers key luxury markets throughout the United States and operates under the trade names Morgenthal Frederics, Lunettes, Diva, Davante and Optical Fashion Centers.

Leveraged Finance

The Newark Group is a leader in integrated manufacturing of 100% recycled paperboard and related products in North America. The Company supplies the raw material used to produce products, making it a self-sustaining, environmentally sound company.

Leveraged Finance

Data Device Corporation is the world leader in the design and manufacturing of high-reliability data bus, motion control and solid-state power controller products for aerospace & defense vehicles and industrial applications.

Growth Capital

Fuhu, the creator of the nabi tablet, is the leading designer, seller and innovator of thoughtful consumer products and services for children. Fuhu is committed to creating children's solutions that are: (1) socially responsible, (2) made right, (3) make a difference in people's lives, (4) For Parents. By Parents. and (5) dedicated to the intellectual development of children.

Leveraged Finance

International Equipment Solutions is a global engineered equipment platform serving the construction, agriculture, landscaping, infrastructure, recycling, demolition, mining, and energy markets.

Leveraged Finance

Epic Health Services provides pediatric home healthcare throughout Texas. Epic’s services are designed to provide a high quality, lower cost alternative to prolonged hospitalization for medically fragile and chronically ill children.

Leveraged Finance

Founded in 1977, J. McLaughlin is retailer of classic American clothing and accessories brands for men and women.

Leveraged Finance

Z Wireless is a certified Verizon reseller agent of wireless voice and data communications services and one of the largest operator of exclusive Verizon Wireless Premium Retailer stores in the United States.

Leveraged Finance

OrthoLite is the world’s leading supplier of open cell foam insoles found in more than 140 million shoes each year, including ASICS, Nike, Puma, Vans and Timberland. OrthoLite combines polyurethane and recycled rubber to provide superior cushioning, comfort, breathability and durability.

Growth Capital

Greenway Medical is a software and services provider focused on integrating a physician practice's clinical and business functions. Its software solutions enable physicians to improve their practice’s efficiency and quality of life, reduce overhead costs, comply with government regulations and improve their cash flow, resulting in a significant ROI on the purchase.

Leveraged Finance

Bioventus is an international orthobiologics company developing devices and therapies for bone stimulation and joint pain.

Leveraged Finance

Hydraulex International is a worldwide remanufacturer and distributor of hydraulic pumps, motors, valves/servo, and cylinders for a vast variety of industrial, mobile, mining and oil-field applications.

Leveraged Finance

Bonotel is an aggregator and wholesale distributor of branded and boutique luxury hotel rooms to a longstanding base of international wholesale clients. The Company works with a network of more than 2,200 hotel partners and provides seamless electronic distribution to more than 1,500 international tour operators.

Leveraged Finance

Fleetgistics is one of the largest providers of same-day logistics services in North America. Company serves a nationwide client base across numerous industries, with specialized offerings for long term care pharmacies, medical laboratories, and automotive aftermarket parts retailers and distributors.

Leveraged Finance

Highgate Hotels is a premier operator of over 60 hotel properties with a significant presence as an operator of full-service hotels in several major markets including Honolulu, Miami, San Francisco, Boston, and New York City.

Growth Capital

Interactions is a hosted service provider that delivers conversational sales, service and support solutions across every device with type, touch or talk capabilities. Its patented technology for automated voice and other interactive systems delivers an unprecedented level of understanding that engages customers in a productive, natural conversation.

Leveraged Finance

ThunderWorks provides the leading non-drug solution for dog and cat anxiety, sold through specialty and independent pet store channels.

Growth Capital

Managed Objects provides a Business Service Management software suite that allows large companies to effectively monitor, manage, and measure their complex and diverse IT systems. Its software aggregates existing IT assets into an integrated, centralized real-time dashboard that allows IT professionals to prioritize the most critical business services and troubleshoot IT problems before they impact the end-user.

Growth Capital

mindSHIFT is one of the largest IT outsourcing and cloud services providers, serving small and mid-size businesses for more than 15 years. The Company’s products allow companies to reduce their overall IT costs by eliminating IT personnel, while receiving network reliability and protection of crucial IT assets.

Growth Capital

MX Logic is a managed security services provider of email and Web security services for small-to-medium-sized businesses. Its customers utilize MX Logic to protect their networks against email and Web threats.

Growth Capital

Operative Media has developed software and services that help publishers, agencies, networks, and broadcasters simplify the businesses of adverting. Media companies rely on Operative to sell, traffic, and bill premium ad inventory, increasing revenue and decreasing overhead.

Mezzanine & Private Equity

Renegade is a leading provider of recurring maintenance, repair, and overhaul (“MRO”) production and infrastructure services, operations and maintenance employee services, and automation services for oil and gas producers primarily in the Permian, Eagle Ford, Barnett and Utica shale plays. OMPE made a subordinated debt and equity investment to support the acquisition of the company by Corinthian Capital Group.

Growth Capital

Panasas is the leader in hybrid scale-out NAS for technical computing environment and offers hardware and software storage solutions that are optimized for high performance cluster computing. Panasas systems are optimized for highly demanding big data workloads in design and discovery including bioscience, energy, finance, government, manufacturing, and other core research and development sectors.

Growth Capital

Pathology is a full-service independent Women's Health laboratory, providing expertise in reproductive FDA donor testing as well as anatomic, molecular and digital pathology services. Its integrated diagnostic services help doctors personalize patient care to optimally treat disease and maintain health and wellness.

Mezzanine & Private Equity

Questco is a professional employer organization (PEO) founded in 1990 which provides human resource management and administrative services to small and medium sized businesses primarily in Texas. OMPE made an equity investment to support the acquisition of the company by Acacia Partners.

Growth Capital

Rhythm provides an ad management platform that helps premium media companies monetize their mobile video content. Rhythm is able to dynamically insert highly targeted advertisements into publisher videos that users watch when using their tablets and/or smartphones. Rhythm’s technology allows it to apply logic to the ad delivery process, such that the Company can determine which particular ad a user will receive, where and how an ad appears, and whether the ad should be displayed before or during a video segment.

Growth Capital

SkyBitz is the leading remote asset tracking and information management service provider, specializing in real‐time decision-making tools for companies with unpowered assets such as tractor-trailers, intermodal containers, rail cars, power generators, heavy equipment and other assets. SkyBitz´s asset tracking solution is delivered to commercial, transportation, military and public safety customers, including sensitive shipment haulers of Arms, Ammunition and Explosives cargos.

Mezzanine & Private Equity

Provider of single-family new home construction plumbing services primarily in Texas and Oklahoma.  OMPE provided subordinated debt and equity to support the buyout of the company.

 

Growth Capital

Softgate has transformed the payments industry with the Retail Payments Exchange—the only open exchange connecting ISOs, integrated partners, service providers, merchants, retailers, and billers to leading services and technologies that meet the needs of the cash-preferred consumer base.

Growth Capital

SugarSync is a cloud-based file storage and synchronization service (documents, photos, music, etc.) that operates across all platforms including Apple and Android powered phones and tablets, Windows based PCs, and Macintosh computers.

Growth Capital

T2 is a technology-focused parking system provider with deep roots in the evolving parking industry. It delivers sophisticated data and tools to parking operations, enabling them to achieve greater efficiencies, increased revenues and proven ROI.

Growth Capital

Talyst provides automated central pharmacy hardware and software to acute care hospitals, long term care facilities and correctional facilities. The Company’s automation solutions are designed to enable healthcare facilities to acquire, manage, dispense and administer medications in a safer and more efficient manner, resulting in a reduction of medication errors, operating costs and wasted medicine.

Growth Capital

Tangoe is a leading global provider of Connection Lifecycle Management software and services to a wide range of global enterprises and service providers. The company’s Connection Lifecycle Management technology, Matrix, is an on-demand suite of software and services designed to turn on, manage, secure, and support various connections in an enterprise’s communications lifecycle, including mobile, fixed, machine, cloud, social, and IT.

Growth Capital

Ticketfly is a leading provider of data-driven ticketing and digital marketing solutions for venues and promoters in the live events sector. It delivers its solutions through a self-service, SaaS platform and is the only offering on the market that uses cloud-technology to deploy a fully-integrated ticketing and marketing platform at scale.

Growth Capital

TOA is the leading provider of cloud-based field service solutions that optimize the last mile of customer service for enterprises by coordinating and managing activities between dispatchers, mobile employees and their customers. TOA’s Field Service SaaS continuously monitors field service requests coming in from contact centers, schedules the right field service representative, monitors current inventories, accurately predicts service windows, and optimizes field operations.

Growth Capital

Virtustream is the enterprise-class cloud software and services provider trusted by enterprise customers worldwide to migrate and run their mission-critical applications in the cloud.

Growth Capital

Workforce is a provider of employee workforce management software for time and attendance systems targeting mid- to large-sized employers. Its software automates and streamlines interactions between employers and their workforce.

Growth Capital

Zoom is leading the development and growth of Digital Place-based media and is the world's largest provider of ad-supported video entertainment and communications networks in the Fitness industry. Zoom provides advertisers with media and marketing solutions in leisure destinations that reach active, upscale consumers who are harder to reach through traditional advertising.

Growth Capital

Kemp provides network load balancing appliances and software solutions to small and medium businesses. Load balancing appliances and software are methodologies used to distribute computing demand across multiple servers to optimize web applications, minimize response time, and avoid having a single server overloaded.

Growth Capital

Undertone develops digital advertising solutions for brands. It offers a suite of video, high impact and display ad formats that enable advertisers to engage consumers across mobile and desktop environments.

Growth Capital

Bigleadsports owns and aggregates leading sports websites, brands and franchises across all major sports leagues, with owned and affiliated sports websites, blogs and games. It focuses on producing and aggregating unique, independent content across an array of websites for each specific sport.