Provider of exterior restoration and remodeling services, including roofing, window, siding and gutter repair and replacement to the residential and commercial end markets. Legacy is one of the largest residential roofing contractors in the country, with a contiguous footprint from Minnesota to Florida across 25 locations in 13 states.

Seeking add-on opportunities.

Add-on Investments:

‍October 2022: Janney Roofing

January 2024: Southern Roofing & Renovations

A designer and manufacturer of water temperature control valves and monitoring devices used in institutional and commercial applications.

‍

Seeking add-on opportunities.

A franchisee of 115+ Taco Bell restaurants in the Houston, TX and Columbus, OH metro areas.

‍

Seeking add-on opportunities in the Taco Bell system and other Tier 1 QSR and Fast Casual concepts.

‍

Add-on Investments:

June 2021: CL Companies (36 Taco Bell locations in Columbus, OH)

Producer of flavor bases used in the production of companion pet pharmaceuticals delivered as chewable tablets.

‍

Seeking add-on opportunities.

Largest franchisee of Roto-Rooter, the leading franchisor of plumbing and drain services in North America.

‍

Seeking add-on opportunities.

Distributor and servicer of liquid handling equipment to industrial and municipal end markets in the Southeast US, primarily distributing highly engineered pumps and pump equipment.

‍

Seeking add-on opportunities.

‍

Add-on Investments:

‍August 2022: Fischer Process

May 2024: Tri-State Coating and Machine

Upstream helium exploration and production company based in Calgary, Alberta. The company has substantial, proven helium reserves, and a large undeveloped land position of over 4.5 million acres in Saskatchewan.

Sale to a strategic in March 2021

‍

An investment platform which acquires, renovates, and rents single family homes in the Southeastern and Midwestern regions of the United States. As of March 2021, the portfolio consisted of over 2,200 homes.

Sale to private equity in April 2022

‍

Specialty insurance services platform that is one of the largest independent program managers in the country. The company consists of two divisions, (i) Distinguished Programs, a leading national property and casualty insurance program manager specializing in products for the Real Estate and Hospitality markets and (ii) Distinguished Prize, a provider of golf hole-in-one prize coverage and other prize indemnification products.

‍

Add-on Investments:

‍April 2019: ProHost USA

‍December 2017: American Hole ‘N One, Inc.

‍August 2015: Fulcrum Insurance Programs

Sale to private equity in March 2018

Leading provider of business process management, applied analytics and business intelligence, and technology-driven productivity solutions. The company serves insurance agents, brokers, MGAs, and carriers through processing centers in China and India.