American Window Film
December 22, 2025
Founded in 2009 with the acquisition of Solar Art, AWF has expanded significantly, completing 23 acquisitions across 17 major metro markets. Today, it stands as the leading commercial window film installer in the U.S. American Window Film specializes in providing top-tier window tinting solutions for both commercial and residential customers. The company offers a diverse […]
Gold Coast Bakery
November 12, 2025
Current Investment Founded in 1989, Gold Coast Bakery is one of the largest private label manufacturers of sourdough and challah bread in the country, serving retail, grocery stores and warehouse club customers. The company’s product offering includes sourdough bread, challah, white, wheat, ancient grain, pretzel bun and other varieties. Gold Coast Bakery is recognized by […]
Marine Group Boat Works
July 28, 2025
Current Investment With roots dating back to the 1970s, MGBW is a leading service provider in the ship retrofit, repair, maintenance, and construction industry. The company has a 1.0 million square foot facility/shipyard in the San Diego Bay, where it performs repair, maintenance, refits, coatings, and preservation services, as well as engine and generator repower. […]
Strategic Kids
April 23, 2025
Current Investment Founded in 2013, Strategic Kids provides after-school enrichment and school staffing services to districts, charter schools, and private schools in California, Colorado, and Washington. The Company’s enrichment programs, coaches, and paraeducators (special education aides and general instruction aides) augment teachers and staff at schools and school districts. These services improve the outcomes for […]
Frazier Aviation, Inc.
March 12, 2025
Current Investment Founded in 1958, Frazier Aviation is a leading manufacturer of aftermarket military aircraft components. Together, Caltius, Seven Point and Frazier’s leadership team seek to build on the Company’s reputation for excellence by further developing its product offerings and manufacturing capabilities, both organically and through targeted acquisitions, to better serve its global customer base. […]
Lydonia Technologies
April 9, 2024
Current Investment Lydonia is a solutions, consulting, and managed services provider that delivers Intelligent Automation and AI process implementations to a broad base of clients and industry verticals. It is a trusted partner offering a wide range of software solutions and automation capabilities to assist clients in their drive toward digital transformation. Westwood, MA
Standpoint
April 9, 2024
Current Investment Standpoint is a leading provider of HOA management and restoration services to HOA communities across the United States. The Company provides financial management and reporting, maintenance, and administrative services as well as restoration services, primarily consisting of asset-light restoration project management. Dallas, TX
AspireHR
June 20, 2023
Current Investment AspireHR is a leading HCM firm that harnesses the power of cloud technology and AI to deliver next-generation HR efficient experiences. Its innovative solutions empower employees, streamline processes, and equip leaders to make strategic, people-focused decisions that drive business performance. AspireHR’s proven track record includes over seven hundred successful client projects spanning twenty […]
APHIX
November 15, 2022
Current Investment Founded in 2004, APHIX has evolved from a small, single-location operation focused on residential customers into a leading provider of commercial landscaping services in Louisville, KY, Lexington, KY, and Chattanooga, TN. It is a trusted outsourced partner for its customers, providing landscaping maintenance, enhancements, and winter services. APHIX’s customer-centric operating model and strong […]
Kognitiv Inc.
November 8, 2022
Current Investment Founded in 2016 and headquartered in Newton, MA, Kognitiv is a dedicated Workday Inc. consultant primarily providing on-demand post-implementation support and managed services. Kognitiv has over 150 consultants and continues to scale rapidly to support its growing customer base. In addition, Kognitiv has created a proprietary software solution, Rooster, a scheduling tool that […]