Investments
Current Investments
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Industry: Technology
Developer of a threat intelligence platform that aggregates, visualizes and interprets threat data to mitigate risk and help organizations protect people and assets. |
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Industry: Healthcare
Location: Middletown, PA Headquartered in Middletown, PA, HydroWorx has manufactured aquatic therapy products with built-in underwater treadmills, resistance jets and moveable floors to enhance rehabilitation and conditioning outcomes since the late 1990’s. HydroWorx systems have revolutionized the face of aquatic therapy; in fact, HydroWorx technology is used by world-class facilities like the renowned Kennedy Krieger Institute, Cleveland Clinic, Frazier Rehab Institute and The Andrews Institute, as well as many elite athletic programs including the Chicago Cubs, Clemson University, Cleveland Cavaliers, Dallas Cowboys, The Ohio State University, Manchester United and Chelsea Football Clubs along with hundreds more. HydroWorx offers a wide range of underwater treadmill pools and peripheral products and services. Every day, more than 30,600 athletes and patients use HydroWorx technology to recover from injuries and health conditions. www.hydroworx.com |
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Interest in a Cannabis Company
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Industry: Healthcare
Minority equity investment in a multi-state cannabis company. |
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NAV Lending
(undisclosed) |
Industry: Structured Finance
Debt deal with a venture capital firm. |
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Red 6
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Industry: Technology
Developer of an airborne tactical virtual reality (VR) platform designed to create an air combat training system. |
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Industry: Technology
Developer of software intended to help soldiers and emergency responders communicate vital information more effectively. |
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TGS Trinidad
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Industry: Real Estate
Alliance acquired 140 acres of land and entered into a long-term lease with a fully vertically integrated cannabis company. |
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Industry: Software Technology
Location: Conshohocken, PA ZeroEyes is the industry's leading AI-based weapons detection solution. The company’s software integrates into existing security and surveillance camera systems and sends out a series of alerts when a verified gun is detected via the company’s best-in-class weapons detection algorithms. The ZeroEyes platform is the most proactive and actionable early-warning system on the market, allowing users to "Stop threats at first sight, not first shot". Founded by former US Military veterans with deep special operations and intelligence community experience, ZeroEyes is the trusted weapons detection provider of numerous clients, to include the US Department of Defense, leading public K-12 school districts, commercial property groups, Fortune 1000 corporate campuses, supply chain and distribution facilities, shopping malls, and big box retail. The company is headquartered in Conshohocken, PA and has additional offices in Alexandria, VA and Hawaii. |
Realized Investments
Accord Industries
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Industry: Industrials
Location: Winter Park, FL Founded in 1972, Accord manufactures PVC piping for a variety of applications, including agriculture, residential and commercial plumbing and water reclamation. Accord manufactures 200 different PVC piping products ranging from 0.5" to 12" in diameter. Over the years, Accord Industries has been on the leading edge of innovation in the PVC business. For example, in response to environmental needs, Accord Industries introduced P.E.P. (Purple Environmental Pipe) and now is the only manufacturer in the Southeast to inventory schedule 40 P.E.P., which plays a major role in supporting water reclamation projects. www.accordindustries.com |
Alexander Marketing
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Industry: Business Services
Location: Grand Rapids, MI Alexander Marketing is a boutique business-building agency with cross-sector know-how to help clients grow their business. |
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Industry: Specialty Finance
Alliance Holdings invested in the participation interest in a pool of automobile loans originated by Bank One. The participation interests were structured financial instruments that produced the cash flows necessary to enable Alliance Holdings to make tax deductible and cash distributions. |
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Clean
Energy Asset |
Industry: Specialty Finance
Alliance has participated in a senior secured loan against a portfolio of Property Assessed Clean Energy ("PACE") assets. |
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Creative Financial Staffing
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Industry: Business Services
Location: Boston, MA Creative Financial Staffing provides staffing services for clients in the accounting and finance industries. With a nationwide reach, CFS is able to staff anything from senior level positions to temporary employment positions. http://www.cfstaffing.com |
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Industry: Industrials
Location: Sioux Falls, SD Design Tanks is a fiberglass-reinforced plastic (FRP) tank manufacturing company with more than 40 years of experience. Centrally located in Sioux Falls, South Dakota, Design Tanks provides engineering, design, and manufacturing processes. |
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Industry: Consumer & Retail
Location: Tampa, FL Lazy Days is a recreational vehicle dealership, offering new and used sales of RVs to boats as well as repair services and vehicle accessory sales. With two locations – Tampa, Florida and Tucson, Arizona – it is the world’s largest RV dealer and is continuously awarded for its services including its A+ rating from the BBB. https://www.lazydays.com/ |
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Industry: Industrials
Location: Plymouth Meeting, PA Markel Corporation is a leading manufacturer and global supplier of niche extruded tubing and insulated wire products for a variety of applications including automotive cable assemblies, high performance coaxial cable, and porous membranes. Founded in 1922, Markel is a pioneer in the use of high performance fluoropolymer solutions to market-leading customers in the automotive, communications, environmental, and industrial markets. By combining proprietary manufacturing processes and patented technology, the Company has become a solution-oriented, supply chain partner to a global customer base. www.markelcorporation.com |
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Media and
Entertainment Assets |
Industry: Specialty Finance
Alliance acquired an interest in a Portfolio of Media and Entertainment Assets, including participants interests in prominent films and television shows. |
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Industry: Specialty Finance
NorthStar Capital Markets Services has a strong and deep history as a Student Loan market leader. With more than two decades of experience helping college students make wise borrowing decisions NorthStar’s expertise and assets remain true to the valued reputation it has built over the years. Initially a Lender and Originator, NorthStar continues to reinvent itself to take advantage of new opportunities in this market. |
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Industry: Specialty Finance
Panhandle Plains Management & Servicing Corporation provides a wide range of financial services, processing capabilities and information technology to educational institutions, lenders and students. The company services student loans for third party lenders and secondary markets, primarily in the state of Texas. |
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Industry: Consumer & Retail
Location: Melbourne, FL Paradise Marine provides an excellent quality product at “Value Pricing” for the best values in the marine industry on complete boat, motor and trailer packages. The expert staff will work carefully with customers on purchase and delivery to make the boating experience a pleasure. With the benefits of expert service after the sale, the Company hopes to enhance the pleasure of boat ownership. |
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Industry: Industrials
Location: Akron, OH The Sharon Companies, Ltd. designs and produces steel stair and railing systems used in commercial, high-rise residential and industrial construction projects. |
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Industry: Industrials
Location: Winter Park, FL Since 1939, Southern has been a leader in standard and custom metal fabrication, specializing in the fabrication of metal cabinets for traffic signal controls, LED illuminated street signs, lane control signs, decorative streetscapes, variable message signs and pedestrian signals. |
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Industry: Industrials
Location: Duluth, GA Spectral Response is an EMS company that specializes in contract manufacturing of circuit boards and electric components for various commercial and industrial applications. Spectral focuses on manufacturing medium volume products that are complex and difficult to produce, test and modify. Additionally, the company has a particular niche in its ability to manufacture and assemble radio frequency (“RF”) systems. |
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Industry: Industrials
Location: Windsor, CT Founded in 1892, The Spencer Turbine Company is a leading U.S. manufacturer of air and gas handling equipment used in global industrial, municipal, commercial and institutional applications. Spencer is recognized for its leadership in developing low to high pressure blowers and vacuum systems that meet the demands of continuous-duty chemical processing and wastewater treatment, combustion air delivery, pulp and paper processing, petroleum desulfurization, and pharmaceutical processing. Today, Spencer leads the industry with highly engineered, custom designs, R&D services, and comprehensive customer testing to produce equipment that performs in even the most demanding conditions. www.spencerturbine.com |
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Industry: Industrials
Location: Sun Prairie, WI Trachte Building Systems designs, manufactures, and erects prefabricated self-storage units. Located in Sun Prairie, WI, TBS has been and continues to be a leader in the self-storage industry. http://www.trachte.com/ |
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Industry: Industrials
Location: Columbus, OH and Worcester, MA Walker Magnetics designs and manufactures industrial magnetic products using permanent, electro-permanent and electromagnetic technologies for workholding, lifting, material handling, scrap magnets and separation. Walkers lifting magnets are commonly used in steel mills, scrap yards, loading docks, warehouses, foundries, shipyards, and coil steel and pipe distributors. Separations magnets include magnetic pulleys, drums, suspended magnetic separators, and eddy-current separators designed for bulk process beneficiation, tramp iron removal, and non-ferrous metal recovery. Walker also manufacturers chucks and provides magnet repair services. www.walkermagnet.com |
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Industry: Technology
Developer of a threat intelligence platform that aggregates, visualizes and interprets threat data to mitigate risk and help organizations protect people and assets. |
|
Industry: Healthcare
Location: Middletown, PA Headquartered in Middletown, PA, HydroWorx has manufactured aquatic therapy products with built-in underwater treadmills, resistance jets and moveable floors to enhance rehabilitation and conditioning outcomes since the late 1990’s. HydroWorx systems have revolutionized the face of aquatic therapy; in fact, HydroWorx technology is used by world-class facilities like the renowned Kennedy Krieger Institute, Cleveland Clinic, Frazier Rehab Institute and The Andrews Institute, as well as many elite athletic programs including the Chicago Cubs, Clemson University, Cleveland Cavaliers, Dallas Cowboys, The Ohio State University, Manchester United and Chelsea Football Clubs along with hundreds more. HydroWorx offers a wide range of underwater treadmill pools and peripheral products and services. Every day, more than 30,600 athletes and patients use HydroWorx technology to recover from injuries and health conditions. www.hydroworx.com |
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Interest in a Cannabis Company
|
Industry: Healthcare
Minority equity investment in a multi-state cannabis company. |
|
NAV Lending
(undisclosed) |
Industry: Structured Finance
Debt deal with a venture capital firm. |
|
Red 6
|
Industry: Technology
Developer of an airborne tactical virtual reality (VR) platform designed to create an air combat training system. |
|
Industry: Technology
Developer of software intended to help soldiers and emergency responders communicate vital information more effectively. |
|
TGS Trinidad
|
Industry: Real Estate
Alliance acquired 125 acres of land and entered into a long-term lease with a fully vertically integrated cannabis company. |
|
|
Industry: Software Technology
Location: Conshohocken, PA ZeroEyes is the industry's leading AI-based weapons detection solution. The company’s software integrates into existing security and surveillance camera systems and sends out a series of alerts when a verified gun is detected via the company’s best-in-class weapons detection algorithms. The ZeroEyes platform is the most proactive and actionable early-warning system on the market, allowing users to "Stop threats at first sight, not first shot". Founded by former US Military veterans with deep special operations and intelligence community experience, ZeroEyes is the trusted weapons detection provider of numerous clients, to include the US Department of Defense, leading public K-12 school districts, commercial property groups, Fortune 1000 corporate campuses, supply chain and distribution facilities, shopping malls, and big box retail. The company is headquartered in Conshohocken, PA and has additional offices in Alexandria, VA and Hawaii. |
Accord Industries
|
Industry: Industrials
Location: Winter Park, FL Founded in 1972, Accord manufactures PVC piping for a variety of applications, including agriculture, residential and commercial plumbing and water reclamation. Accord manufactures 200 different PVC piping products ranging from 0.5" to 12" in diameter. Over the years, Accord Industries has been on the leading edge of innovation in the PVC business. For example, in response to environmental needs, Accord Industries introduced P.E.P. (Purple Environmental Pipe) and now is the only manufacturer in the Southeast to inventory schedule 40 P.E.P., which plays a major role in supporting water reclamation projects. www.accordindustries.com |
Alexander Marketing
|
Industry: Business Services
Location: Grand Rapids, MI Alexander Marketing is a boutique business-building agency with cross-sector know-how to help clients grow their business. |
|
Industry: Specialty Finance
Alliance Holdings invested in a participation interest in a pool of automobile loans originated by Bank One. The participation interests were structured financial instruments that produced the cash flows necessary to enable Alliance Holdings to make tax deductible and cash distributions. |
|
Clean
Energy Asset |
Industry: Specialty Finance
Alliance has participated in a senior secured loan against a portfolio of Property Assessed Clean Energy ("PACE") assets. |
|
Creative Financial Staffing
|
Industry: Business Services
Location: Boston, MA Creative Financial Staffing provides staffing services for clients in the accounting and finance industries. With a nationwide reach, CFS is able to staff anything from senior level positions to temporary employment positions. http://www.cfstaffing.com |
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Industry: Industrials
Location: Sioux Falls, SD Design Tanks is a fiberglass-reinforced plastic (FRP) tank manufacturing company with more than 40 years of experience. Centrally located in Sioux Falls, South Dakota, Design Tanks provides engineering, design, and manufacturing processes. |
|
Industry: Consumer & Retail
Location: Tampa, FL Lazy Days is recreational vehicle dealership, offering new and used sales of RVs to boats as well as repair services and vehicle accessory sales. With two locations – Tampa, Florida and Tucson, Arizona – it is the world’s largest RV dealer and is continuously awarded for its services including its A+ rating from the BBB. https://www.lazydays.com/ |
|
Industry: Industrials
Location: Plymouth Meeting, PA Markel Corporation is a leading manufacturer and global supplier of niche extruded tubing and insulated wire products for a variety of applications including automotive cable assemblies, high performance coaxial cable, and porous membranes. Founded in 1922, Markel is a pioneer in the use of high performance fluoropolymer solutions to market-leading customers in the automotive, communications, environmental, and industrial markets. By combining proprietary manufacturing processes and patented technology, the Company has become a solution-oriented, supply chain partner to a global customer base. www.markelcorporation.com |
|
Media and Entertainment Assets
|
Industry: Specialty Finance
Alliance acquired an interest in a Portfolio of Media and Entertainment Assets, including participants interests in prominent films and television shows. |
|
Industry: Specialty Finance
NorthStar Capital Markets Services has a strong and deep history as a Student Loan market leader. With more than two decades of experience helping college students make wise borrowing decisions NorthStar's expertise and assets remain true to the valued reputation it has built over the years. Initially a Lender and Originator, NorthStar continues to reinvent itself to take advantage of new opportunities in this market. |
|
Industry: Specialty Finance
Panhandle Plains Management & Servicing Corporation provides a wide range of financial services, processing capabilities and information technology to educational institutions, lenders and students. The company services student loans for third party lenders and secondary markets, primarily in the state of Texas. |
|
Industry: Consumer & Retail
Location: Melbourne, FL Paradise Marine provides an excellent quality product at “Value Pricing” for the best values in the marine industry on complete boat, motor and trailer packages. The expert staff will work carefully with customers on purchase and delivery to make the boating experience a pleasure. With the benefits of expert service after the sale, the Company hopes to enhance the pleasure of boat ownership. |
|
Industry: Industrials
Location: Akron, OH The Sharon Companies, Ltd. designs and produces steel stair and railing systems used in commercial, high-rise residential and industrial construction projects. |
|
Industry: Industrials
Location: Winter Park, FL Since 1939, Southern has been a leader in standard and custom metal fabrication, specializing in the fabrication of metal cabinets for traffic signal controls, LED illuminated street signs, lane control signs, decorative streetscapes, variable message signs and pedestrian signals. |
|
Industry: Industrials
Location: Duluth, GA Spectral Response is an EMS company that specializes in contract manufacturing of circuit boards and electric components for various commercial and industrial applications. Spectral focuses on manufacturing medium volume products that are complex and difficult to produce, test and modify. Additionally, the company has a particular niche in its ability to manufacture and assemble radio frequency (“RF”) systems. |
|
Industry: Industrials
Location: Windsor, CT Founded in 1892, The Spencer Turbine Company is a leading U.S. manufacturer of air and gas handling equipment used in global industrial, municipal, commercial and institutional applications. Spencer is recognized for its leadership in developing low to high pressure blowers and vacuum systems that meet the demands of continuous-duty chemical processing and wastewater treatment, combustion air delivery, pulp and paper processing, petroleum desulfurization, and pharmaceutical processing. Today, Spencer leads the industry with highly engineered, custom designs, R&D services, and comprehensive customer testing to produce equipment that performs in even the most demanding conditions. www.spencerturbine.com |
|
Industry: Industrials
Location: Sun Prairie, WI Trachte Building Systems designs, manufactures, and erects prefabricated self-storage units. Located in Sun Prairie, WI, TBS has been and continues to be a leader in the self-storage industry. http://www.trachte.com/ |
|
Industry: Industrials
Location: Columbus, OH and Worcester, MA Walker Magnetics designs and manufactures industrial magnetic products using permanent, electro-permanent and electromagnetic technologies for workholding, lifting, material handling, scrap magnets and separation. Walkers lifting magnets are commonly used in steel mills, scrap yards, loading docks, warehouses, foundries, shipyards, and coil steel and pipe distributors. Separations magnets include magnetic pulleys, drums, suspended magnetic separators, and eddy-current separators designed for bulk process beneficiation, tramp iron removal, and non-ferrous metal recovery. Walker also manufacturers chucks and provides magnet repair services. www.walkermagnet.com |