Purpose First Group, LLC
Invested in December 2017
Purpose First Group, LLC (“PFG”) provides millwork, cabinets, windows, and countertops to multi-family, single-family and commercial markets within the states of Texas and Florida. PFG’s Texas operations are conducted through its wholly-owned subsidiary, Builder’s Choice, Inc., which is the largest family run building supply distributor for homebuilders in the Houston area. Assurance provided financing for PFG to enter into a 50/50 joint venture with Florida-based TMD Windows & Doors and S&S Craftsmen. This joint venture allows PFG to enter the fast-growing Florida market and will also bring custom millwork and custom cabinet manufacturing capabilities to its current customers. To learn more about the companies, please visit:
Old Mill Brick
Salt Lake City, UT
Invested in February 2018
Founded in 2007, Old Mill Brick owns and distributes several patented, easy to install, thin brick panel systems that can be used with any thin brick, including tumbled and cast. The company’s flagship products called “BrickWeb” and “Colonial” are sold through major retail home improvement stores across North America including Lowes, Home Depot, and Amazon. The company’s thin brick systems used for both residential and commercial building applications. To learn more about them please visit their website: www.oldmillbrick.com or watch their how-to videos on their YouTube channel: https://www.youtube.com/channel/UCmlEMlLeFpaToufSQQKWvyg
Apogee Healthcare Holdings LLC
San Angelo, TX
Invested in May 2018
Apogee Healthcare Holdings LLC (“AHH”) provides medical staffing services to various healthcare facilities throughout Texas and southern California. Under the name Critical Health Connection, AHH’s Texas division provides per diem nurse staffing services with a focus on state-owned and underserved healthcare facilities throughout rural Texas. HealthPro Network, the California division, is a medical staffing company serving prison and other healthcare systems primarily in southern California. To learn more about the companies, please visit:
Lake Mary, FL
Invested in June 2018
Entia, LLC actively manages a closely held portfolio of businesses spanning multiple sectors, including sensors technology, software, electronic instruments, security and defense, energy services, medical devices, telecommunications, and industrials. Entia has grown companies from idea to middle-market transactions in these sectors through the application of their unique management and technical skill set, proprietary technology, and intellectual property. To learn more, please visit: http://entiaventures.com/
Below is a list of companies/investments managed by members of our team in prior funds.
Invested in October 2016
Fox Tank is one of the leading oil storage tank manufacturers in Texas, serving the growing oil field production needs of the Permian Basin, Eagle Ford Shale, and Bakken Shale area. The company manufactures API-12F tanks in standard capacities that range from 90 to 1000 barrels, as well as a variety of ASME-certified separation equipment including vertical and horizontal heater treaters, gas separators and water knockouts. To learn more about Fox Tank, please visit foxtankcompany.com.
New York, NY
Invested in September 2016
Blackfield does business as NYC Office Suites, a leading provider of turnkey executive offices and modern office space in four Midtown Manhattan locations to professionals in the legal, financial, and marketing industries—among many others. To learn more about Blackfield, please visit nycofficesuites.com.
Invested in April 2016
Simplifi develops in-building wireless systems across the United States. With more than 140 combined years of experience in the telecommunications industry, Simplifi is a leader in the carrier-supported, neutral-host distributed antenna system market and offers a full-spectrum solution including financing, engineering, construction, and management to commercial office buildings, hospitals, colleges and universities, hotels, convention centers, shopping malls, and sporting venues. To learn more about Simplifi, please visit simplifiwg.com.
Invested in February 2016
Andretti Indoor Karting & Games operates premium indoor entertainment complexes featuring high-speed karting and a variety of other exciting entertainment offerings including arcade video games, racing simulators, rock walls, ropes courses, zip lines, luxury bowling, and laser tag arenas along with full-service restaurants and bars. To learn more about AIKG, please visit andrettikarting.com.
Invested in November 2015
XRI Blue is an advanced water exploration, evaluation, production and services company focused on the oil and gas industry that utilizes a series of proprietary technologies and state-of-the-art procedures to map, monitor, produce, manage, sell and transfer both potable and non-potable water. To learn more about XRI Blue, please visit www.xriblue.com.
Invested in July 2015
BAE is a leading provider of specialized back-office services to energy service companies (ESCOs) in the Northeastern U.S. BAE’s comprehensive offerings include load forecasting, supply purchasing, pipeline optimization, delivery logistics, balancing and settlement, market intelligence, and regulatory support, among others. Using BAE’s full-spectrum solution allows ESCOs, which operate as alternative retail providers in states with deregulated energy markets, to focus on their core business of supplying retail natural gas and electricity to commercial and residential customers.
Invested in April 2015
AIH is a healthcare services company leveraging excess capacity prevalent throughout the industry. AIH’s innovative business model, designed to contain healthcare costs while enhancing patient care, combines company-owned facilities with deeply integrated extended network partners. The company is currently focused on providing comprehensive diagnostic imaging services primarily to the workers’ compensation market. To learn more about AIH, please visit www.accessih.com.
Invested in November 2014
Manufacturer of vitamins, minerals, sports nutrition products, special formulas and amino acids. Brands include: Nature’s herbs and alvita herbal teas. To learn more about Twinlab, please visit Twinlab Consolidated Holdings, Inc.
Invested in February 2014
Level Four Orthotics and Prosthetics focuses on providing orthotic and prosthetic products and related services throughout 38 clinics across the Mid-Atlantic, Southeast and Southwest. Level Four allows its clinicians to focus on exemplary care to its special needs patients by supporting them through its centralized corporate headquarters with full product manufacturing capabilities, as well as purchasing, human resources, accounting, billing, insurance reimbursement and collection functions. To learn more about Level Four Orthotics and Prosthetics, please visit www.level4oandp.com
Invested in July 2013
Green Distribution, LLC is one of the largest producers and distributors of print merchandise on the East Coast. Founded in 2009, the company utilizes screen printing and heat transfer technology to apply custom designed or licensed artwork to a variety of apparel and non-apparel items. To learn more about Green Distribution, please visit www.greendistro.com
Invested in December 2012
The company provides nutritional supplements based on natural and organic ingredients focused on longevity, optimal wellness, and weight loss. Founded in 2009, the company develops, commercializes, and distributes science-based products mainly through health retail and TV media. To learn more about Organic Holdings’ portfolio companies, please visit Reserveage, Fembody, REBODY and ResVitale
Lauderdale Lakes, FL
Invested in May 2012
Aviation Inflatables, Inc. specializes in the repair, overhaul and maintenance of emergency evacuation devices such as life rafts, life jackets, survival kits, fire extinguishers and other emergency equipment related to the aviation industry. To learn more about Aviation Inflatables, please visit www.av-inflatables.com
Invested in March 2012
Method is a financial holding company formed in 2011 to aggregate a national footprint of select CPA-owned Wealth Management Practices (WMPs), each with Assets Under Management (AUM) of between $50M-$2B. To learn more about Method, please visit www.methodcpa.com
Invested in January 2012
Florida Mezzanine provided capital for the acquisition and conversion of a high visibility restaurant into a Jimmy Buffett’s Margaritaville franchise restaurant. The location opened in November 2012 in Sydney, New South Wales, Australia. To learn more about Margaritaville, please visit www.margaritaville.com
Invested in October 2011
Orion Technologies provides custom-designed and standard Single Board Computer (SBC) hardware solutions for commercial, industrial, aerospace, COTS (commercial off the shelf) and military applications. To learn more about Orion Technologies, please visit www.otisolutions.com
Overland Park, KS
Invested in April 2011
KBP Foods operates 250 quick service restaurants as a franchisee under the YUM! Brands, Inc. umbrella, primarily within the KFC and Taco Bell concepts. The company is growing quickly and has recently become the fourth largest YUM! franchisee in North America. KBP Foods has locations across seven states. To learn more about KBP Foods, please visit www.kbp-foods.com
Invested in January 2010 and December 2011
Great HealthWorks, based in Hollywood, Florida, is the maker and distributor of Omega XL®. Omega XL® is a completely natural super-food made from the oil of the New Zealand green-lipped mussel (Perna canaliculus). Omega XL® contains a unique combination of 30 different fatty acids and has shown to improve swelling, stiffness, bronchial tightness, allergy symptoms and pain due to inflammatory related conditions. To learn more about Great HealthWorks, please visit www.greathealthworks.com
Invested in July 2009 and February 2011
Association Financial Services provides accounts receivable services and specialty lending services to condominium and homeowner associations. Through AFS’s patent-pending business process, the firm specializes in maintaining and improving the financial condition of community associations, boosting cash flow by combining receivables management and a revolving credit facility to insure consistent funding to an association for operations. To learn more about Association Financial Services, please visit www.afs.com