Case Studies


Bishop Lifting

Bishop Lifting is a market-leading, value-added distributor of lifting solutions, including wire rope, slings, rigging, and related safety-critical products. Headquartered in Houston, Bishop prides itself on serving thousands of customers across the US with speed, high quality, and attentive service. The safety-critical nature of Bishop’s product suite, coupled with Bishop’s...Read more

Colorado Boxed Beef Company

Colorado Boxed Beef Company (CBBC) is a leading national supplier of protein products including poultry, beef, seafood, pork, and more. As the company scaled, the Saterbo family became interested in finding an institutional investor to support ongoing organic growth and unlock the M&A opportunity. After running a narrow search that...Read more

Excel Fitness

Excel Fitness (Excel) is a leading franchisee in the Planet Fitness system, headquartered in Austin, Texas, with locations across the country. Over 30+ years, Planet Fitness (PF) has fundamentally changed the fitness landscape by offering exceptional value at a low price in a “judgement free” setting that welcomes first-time gym-goers....Read more


McLarens is an independent claims adjusting firm that works with insurance carriers, brokers, and insureds to adjudicate large, complex commercial property and casualty insurance claims. As an entirely employee-owned business at the time, McLarens needed a capital partner they could trust and who had the capabilities to collaborate with them...Read more


Tacala Companies (Tacala) is the largest Taco Bell franchisee, with 350+ locations across seven states and growing. When we made our initial investment, Tacala’s founder Don Ghareeb was looking for a partner who could thoughtfully navigate the transition from family ownership and bring in resources to support the company’s growth....Read more