Growth Capital Transactions in New York

CohnReznick is an advisory, assurance, and tax firm that provides clients with forward-thinking advice that helps them navigate complex business and financial issues. CohnReznick is based in New York, New York.

Apax
Investor
Private Equity Firm
London, United Kingdom
www.apax.com
Advisor: Guggenheim Securities

Lieberman is a custom market research firm focused on healthcare and a dedicated consumer division. The company has built long-standing relationships with blue-chip clients by combining advanced quantitative analysis with nuanced qualitative methodologies, all led by integrated research teams. Leveraging cutting-edge technology and deep expertise, it delivers actionable insights into consumer behavior, market trends and competitive landscapes. Lieberman was formed in 1981 and is based in Great Neck, New York.

Lead Capital Partners
Investor
Private Equity Firm
Nashville, Tennessee
www.leadcp.com

Petra Capital Partners
Investor
Private Equity Firm
Nashville, Tennessee
www.petracapital.com

Winged Keel is an independent life insurance brokerage firm that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families. It specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Life Insurance and Annuities. Winged Keel was formed in 1989 and is based in New York City.

GTCR
Investor
Private Equity Firm
Chicago, Illinois
www.gtcr.com
Advisors: Simpson Thacher & Bartlett , Ardea Partners

Valorum Biologics develops and commercializes high‑value biosimilars for niche markets and serious diseases. Valorum Biologics is based in New York, New York.

Spring Mountain Capital
Investor
Growth Capital Firm
New York, New York
www.smcgrowthcapital.com

UHY is an accounting, tax, consulting, and advisory services firm that serves a diverse client base ranging from closely held middle-market companies. UHY was founded in 2000 and is based in New York, New York.

Summit Partners
Investor
Growth Capital Firm
Boston, Massachusetts
www.summitpartners.com

Zyloware serves as a full-service partner with expertise across the supply chain, including product design and marketing, quality assurance, inventory management, distribution, and service. Zyloware is based in Port Chester, New York.

CenterGate Capital
Investor
Private Equity Firm
Austin, Texas
www.centergatecapital.com
Advisor: Akerman

CSArch is an architecture, engineering and construction management firm specializing in K-12, higher education, civic, corporate and advanced technology facilities, representing a diverse range of building types. CSArch was formed in 1991 and is based in Albany, New York.

Signal Hill Equity Partners
Investor
Private Equity Firm
Toronto, Ontario
www.signalhillequity.com
Advisor: Taft Stettinius & Hollister

MHW is a beverage alcohol importer, distributor, and service provider with licenses in all 50 states, MHW is the preferred partner for established and aspiring brands in wine, spirits, and beer. MHW works with suppliers in over 80 countries, providing operations, logistics, compliance, sales distribution, marketing, and new brand development for their clients. MHW was founded in 1934 and is based in Manhasset, New York.

Blue Sage Capital
Investor
Private Equity Firm
Austin, Texas
www.bluesage.com
Advisors: Queen Saenz + Schutz , Cherry Bekaert

Alliance Fleet provides ergonomically engineered upfitting solutions for commercial vehicles, specializing in class 1-3 vans and pickup trucks catered to a wide range of industries including telecommunications, utilities, logistics, and residential and commercial services. Alliance Fleet was founded in 2007 and is based in Rochester, New York.

Owner Resource Group
Investor
Private Equity Firm
Austin, Texas
www.orgroup.com

Duggal Visual Solutions is a provider of printed visuals, custom displays and multimedia solutions. Duggal Visual Solutions is based in New York, New York.

Cortec Group
Investor
Private Equity Firm
New York, New York
www.cortecgroup.com

LeagueApps is a sports management platform powering thousands of leading organizations from teams, clubs, and camps to professional leagues. Through its software and NextUp platform, which provides organizers with opportunities for leadership development and networking, LeagueApps supports and strengthens the youth sports industry. LeagueApps is based in New York City.

Accel-KKR
Investor
Private Equity Firm
Menlo Park, California
www.accel-kkr.com

Arctos Partners
Investor
Private Equity Firm
Dallas, Texas
www.arctospartners.com

Annie Aesthetic is an industry medical aesthetics group that is partnering with best-in-class clinics and provide world-class support to partner clinics and clients achieve their personal and professional goals. Annie Aesthetic is based in New York City, New York.

Plexus Capital
Investor
Private Equity Firm
Charlotte, North Carolina
www.plexuscap.com

Nym transforms clinical language into actionable information that removes inefficiencies that add billions to the cost of care. The company accurately decodes medical charts in a way that is efficient, explainable, and compliant. Its innovative solution for revenue cycle management (RCM) takes provider notes within patient charts and translates them into accurate diagnostic and billing charge codes, all within a matter of seconds and with zero human intervention. Nym is based in New York, New York.

PSG
Investor
Growth Capital Firm
Boston, Massachusetts
www.psgequity.com

Royal Products manufactures and distributes branded metalworking performance accessories. The company optimizes the performance, productivity, and profitability of computer numerical control (“CNC”) machine tools. Royal Products is based in Hauppauge, New York.

Heartwood Partners
Investor
Private Equity Firm
Norwalk, Connecticut
www.heartwoodpartners.com
Advisor: Lincoln International

Capstone Integrated Solutions is a full-service software and digital services company that focuses on retail and payment processing. Capstone Integrated Solutions is based in Middletown, New York.

Aldine Capital Partners
Investor
Mezzanine Finance Firm
Chicago, Illinois
www.aldinecapital.com

Nationwide Coils is a distributor of custom heating, ventilation, and air conditioning (HVAC) replacement coils and heat exchangers for commercial and industrial facilities. Nationwide Coils was founded in 2004 and is based in Somers, New York.

The Edgewater Funds
Investor
Private Equity Firm
Chicago, Illinois
www.edgewaterfunds.com