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InvestmentsRepresentative Investments

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Healthcare Services

AArete
Active

Healthcare Services

Abeo, Inc.
Exited

Healthcare Services

AccuMed Home Health
Exited

Financial Services

AFC
Exited

Financial Services

Allworth Financial
Exited

Financial Services

Altegra Health
Exited

Business Services

AmWINS Group
Exited

Financial Services

Arrow Financial Services
Exited

Business Services

ASG Security
Exited

Financial Services

BillingTree
Exited

Financial Services

BirchStreet
Active

Healthcare Services

Bracket
Exited

Business Services

Bryant & Stratton College
Exited

Financial Services

CardWorks
Active

Business Services

Cayan
Exited

Business Services

Cherry Bekaert
Active

Financial Services

Choreo
Active

Business Services

DaySmart
Active

Financial Services

EdgeCo Holdings
Active

Healthcare Services

Elevate
Active

Healthcare Services

Eliza Corporation
Exited

Financial Services

Embark
Active

Business Services

Envysion
Exited

Financial Services

eSecLending
Active

Business Services

eTix
Active

Financial Services

HD Vest
Exited

Financial Services

ICD
Exited

Financial Services

Inspira Financial
Active

Business Services

Insurance Auto Auctions, Inc.
Exited

Business Services

Intermedix
Exited

Healthcare Services

IWP
Exited

Business Services

KAR Auction Services
Exited

Financial Services

KBRA
Active

Business Services

Kenexa
Exited

Financial Services

Kinetic Advantage
Active

Financial Services

Libra Solutions
Active

Financial Services

loanDepot
Active

Healthcare Services

MedAssets
Exited

Healthcare Services

Medical Consultants, Inc.
Exited

Healthcare Services

Medical Review Institute of America
Active

Healthcare Services

MRO
Active

Healthcare Services

Nuvem
Active

Financial Services

Official Payments
Exited

Financial Services

Pavilion Payments
Active

Financial Services

Payroc
Active

Financial Services

Performant Financial Corporation
Exited

Business Services

Periscope Holdings
Exited

Business Services

Rackable Systems
Exited

Financial Services

Relation Insurance Services
Exited

Healthcare Services

RxSense
Active

Business Services

ScentAir Technologies
Exited

Financial Services

Seaside National Bank & Trust
Exited

Healthcare Services

Smart Data Solutions
Active

Healthcare Services

Social Service Coordinators
Exited

Business Services

SSG Precision Optronics
Exited

Financial Services

Titan Wealth
Active

Healthcare Services

Triad Isotopes, Inc.
Exited

Healthcare Services

Trinity
Exited

Financial Services

Venbrook
Active

Business Services

Wildlands, Inc.
Exited

Healthcare Services

Zelis
Active