Ezurio
Chief Financial Officer
Jane Smith
Business Services2025$50M–$100M
MetalForge Industries
Chief Executive Officer
Marcus Reilly
Industrials2025$250M–$500M
Precision Aerospace
Chief Financial Officer
David Chen
Industrials2025$100M–$250M
NorthStar Vertical
Chief Executive Officer
Priya Krishnan
Software / SaaS2025$100M–$250M
Reliant Compliance
Chief Revenue Officer
Aisha Patel
Business Services2025$50M–$100M
Apex Flow Systems
Chief Operating Officer
Karan Mehta
Industrials2025$100M–$250M
Hearthside Facility Services
Chief Executive Officer
Rachel Whitfield
Branch-Based Services2024$250M–$500M
LatticeOps
Chief Financial Officer
Brian Tanaka
Software / SaaS2024$100M–$250M
Meridian Outdoor
Chief Executive Officer
Catherine Doyle
Consumer2024$100M–$250M
Sterling Industrials Vertical
Operating Partner
Thomas O'Brien
Industrials2024
Cascade Machining Group
Chief Financial Officer
Eric Lindstrom
Industrials2024$250M–$500M
CobaltRoute
Chief Revenue Officer
Megan Alvarez
Software / SaaS2024$50M–$100M
Paramount Technical Services
Chief Executive Officer
Devon Hayes
Business Services2024$100M–$250M
Frontline Plumbing & HVAC
Chief Operating Officer
Lawrence Park
Branch-Based Services2024$100M–$250M
Harborline Manufacturing
Chief Financial Officer
Sandra Boyle
Industrials2024$500M+
Echelon Advisory
Chief Financial Officer
Jacob Friedman
Business Services2024$50M–$100M
OrchardSignal
Chief Executive Officer
Helen Park
Software / SaaS2023$250M–$500M
Court Square Services Vertical
Operating Partner
Nathaniel Greene
Business Services2023
Northwind Brands
Chief Revenue Officer
Yvonne Trujillo
Consumer2023$100M–$250M
Anchor Pest Solutions
Chief Executive Officer
William Ortiz
Branch-Based Services2023$100M–$250M
Ridgeline Pumps & Valves
Chief Financial Officer
Anita Brennan
Industrials2023$50M–$100M
TrailVault
Chief Operating Officer
Christopher Lin
Software / SaaS2023$50M–$100M
Aurora Industrials Platform
Chief Human Resources Officer
Linda Marwick
Industrials2023$500M+
CapitalVein
Chief Financial Officer
Hugo Esposito
Business Services2023$250M–$500M
Precision Drivetrain
Chief Executive Officer
Stephen Whitman
Industrials2022$100M–$250M
SignalBloom
Chief Revenue Officer
Olivia Hartwell
Software / SaaS2022$50M–$100M
AlpineWork Metals
Chief Executive Officer
Margaret Olsson
Industrials2022$250M–$500M
Riverside Services Group
Chief Operating Officer
Daniel Achebe
Branch-Based Services2022$100M–$250M
A representative slice of the public placement record. The complete 750+ placement history — including searches under sponsor or executive discretion — is shared with every prospective client in a curated format before any engagement conversation. Request the full record →
