Accurate Background is a leader in the background screening field. They offer innovative background check and security research products to organizations nationwide and globally, including employment screening, vendor certification and fraud prevention. They are a member of the HR-XML Consortium, which allows for integration with most applicant tracking software.

Boathouse Capital has invested in a few rounds of both subordinated debt and equity to support Accurate’s growth and acquisition capital needs.

ACI Learning is a leading provider of professional education in the areas of internal audit, IT audit, cyber security and information security management. ACI Learning provides its proprietary and accredited curriculum through live and on-demand training delivered on-line, on-site or in-person at one of its Learning Hubs across the U.S.

Boathouse Capital partnered with the management team and employees to acquire the US and UK operations of the Company from Euromoney Institutional Investor PLC.

ALHI works with meeting professionals, association managers, incentive/recognition specialists and business executives across North America and around the world to create effective solutions for tens of thousands of programs and events. ALHI is the premier global sales organization in North America and is dedicated exclusively to its member portfolio of Four and Five Diamond hotels and resorts worldwide.

Boathouse Capital, in partnership with North Branch Capital and Robert W. Baird & Co., provided growth capital to ALHI to continue the organic build out and acquisition strategy of the business.

AnalyticsIQ is the leading predictive analytics and marketing data innovator. AnalyticsIQ is the first data company to consistently blend cognitive psychology with sophisticated data science to help B2C and B2B marketers understand how and why individuals make decisions. AnalyticsIQ’s accurate and comprehensive databases provide insights to advertisers, agencies and technology providers. AnalyticsIQ data helps blue-chip brands fuel personalized experiences across channels including direct mail, email, online, mobile, and TV.

Boathouse Capital provided preferred equity to support future growth and product innovation.

AvidXchange is a leading SaaS-based provider of accounts payable management software for mid-sized companies. AvidXchange’s product suite integrates with a customer’s existing accounting systems to streamline accounts payable workflow. AvidXchange enjoys outstanding customer satisfaction and retention rates.

Boathouse Capital invested three rounds of subordinated debt in AvidXchange to fund growth initiatives and add-on acquisitions.

BioPharm is a leading medical communications and marketing agency that specializes in providing peer-to-peer solutions to the pharmaceutical and biotechnology industries. BioPharm develops clinical content in collaboration with key opinion leaders and delivers it to healthcare practitioners through the company’s comprehensive suite of branded programs.

Boathouse Capital invested subordinated debt and equity in a Southfield Capital Advisors-led recapitalization of BioPharm alongside management.

Bryn Mawr Communications (“BMC”) is a leading healthcare content, communications, and continuing education provider. BMC develops content and accredited medical events that keep healthcare practitioners in the vision/eyecare, dermatology, cardiology, and neurology specialties informed about clinical innovation in their fields.

Boathouse Capital provided capital to support a management recapitalization and support the continued growth of the company.

Cal Net Technology Group is a regional IT managed service provider, or “MSP”, serving small- and medium-sized businesses in Southern California. Cal Net targets enterprises with 50-1000 employees and provides IT products and support services both on-site and remotely. Cal Net is the 63rd largest MSP in the world and #5 in California.

Boathouse Capital and Olympic Valley Capital made a growth capital investment alongside management of Cal Net Technology Group.

Cardinality.ai is the modernization alternative that innovative states are using to better serve citizens. Cardinality.ai offers a suite of AI SaaS solutions and a low-code PICS platform which enables all stakeholders to achieve better, faster, and more affordable outcomes. Over 5,000 caseworkers across 8 government agencies, 5 states and multiple healthcare providers use Cardinality.ai’s ready-built solutions. 

Boathouse provided growth capital to help support the continued development of Cardinality.ai’s software suite and to accelerate the Company’s go-to-market initiatives. 

CellTrak is the only in-home and in-community Care Delivery Management solution that enables both providers and payers to coordinate and provide care, efficiently and effectively.

Boathouse Capital invested mezzanine debt and preferred equity to recapitalize the balance sheet and provide working capital to support future growth.

Choozle builds and supports its self-service analytics and digital media buying platform, focusing on mid-market agency and brand clients. The self-service platform and business model empowers efficient marketing operation and performance while affording 100% transparency.

Boathouse invested mezzanine debt with warrants to provide a dividend and working capital to support customer and revenue growth through product innovations and accelerated sales and marketing.

Community Dental Partners was formed to provide administrative support and services to independently-owned dental practices in order to leverage shared resources and drive improved operational efficiency and clinical care for dental practices in the network.

Boathouse Capital partnered with Enhanced Small Business Investment Company to finance the acquisition of a network of highly-complementary locations and provide capital to fund Community Dental’s growth, including opening new facilities and future acquisitions.

Compendium Federal Technology (CFT) provides the US Military with engineering solutions, Integrated Logistics Support (ILS), training solutions, and Model-based Systems Engineering services. Primary clients are Naval Air Systems Command (NAVAIR), Naval Information Warfare Center (NIWC), US Air Force Air Combat Command (ACC), and other Department of Defense (DoD) clients. CFT has a TOP SECRET (TS) facility clearance with SECRET Holding, and a DCAA-certified cost accounting system.

Convene is a developer and operator of urban day conference centers. Convene’s suite of services includes meeting and collaboration space rental along with staffing, audiovisual, catering and conference planning support. Convene currently operates five conference centers and is executing on a multi-city East-coast expansion.

Boathouse Capital and OFS Capital invested debt and equity to provide the company with growth capital.

Cozzini Bros. is a leading provider of knife sharpening and rental services to the foodservice industry nationwide with 16 locations across the country. Cozzini’s 20,000 customers include national restaurant chains, independent restaurants, grocery stores, institutional and commercial kitchens, and other foodservice establishments.

Boathouse partnered with Audax Group to acquire the company by investing an undisclosed amount of mezzanine debt and equity to facilitate the transaction.

Ducker Carlisle is a global research, strategy consulting and M&A advisory firm that deliver custom, industry-centric solutions which improve client performance and enable business growth across complex markets. Their clients rely on Ducker Carlisle’s leading consulting advisory services, tailored to support critical inputs for strategic planning, commercial execution and ongoing market monitoring needs. Ducker Carlisle helps optimize business performance and accelerate growth for many of the world’s largest companies and private equity firms.

Boathouse Capital partnered with Ducker Carlisle’s founders by investing subordinated debt and equity to recapitalize the company and support its growth.

The District Communications Group (DCG), a full-service communications firm providing comprehensive market research and strategic communications services, primarily supporting federal government clients. DCG helps its clients cultivate awareness and incite action through impactful public interest campaigns. DCG’s work has made a significant impact on various national initiatives, including promoting veteran mental health and suicide prevention, combatting human trafficking, and raising public awareness of the signs of terrorism.

Boathouse Capital and Granite Creek’s investment will be used to help DCG expand its position as a leader in the federal communications area.

Finch leverages artificial intelligence to automate previously manual processes and improve decision making for paid search, display and shopping advertising on Google, Bing, Yahoo, Display Networks, and Amazon. The platform allows its customers to focus on more strategic tasks beyond basic advertising functions. Finch uses its artificial intelligence and machine learning to analyze historical patterns and optimize paid marketing spend. Ultimately, Finch allows its customers to increase overall marketing spending with the confidence that it will generate strong and predictable returns on the optimal channel.

Boathouse Capital invested subordinated debt to support Finch’s continued build out of its sales and marketing efforts.

Fresh Dining Concepts is the third largest Auntie Anne’s franchisee and operates over 50 in-line stores, baking kiosks and satellite retail units along the East Coast from New York to Florida. In addition to its Auntie Anne’s operations, the Company also operates several Cinnabon and Carvel stores.

Boathouse Capital provided equity alongside Green Shoot Partners, an independent sponsor, to acquire Fresh Dining Concepts.

Glamsquad is a next-generation marketplace that connects customers with vetted Beauty Pros to deliver in-home, personally tailored beauty services including hair, makeup and nails.

Boathouse invested junior capital to support the continued expansion of Glamsquad’s services and presence in the market.

2nd Ave operates a network of 2nd Ave and Village Thrift Value Stores in four Mid-Atlantic states, which resells donated clothing and household goods purchased from select charities utilizing the solicitation services of GreenDrop, LLC, an affiliate of the Company. In addition to generating millions of dollars annually to support the charities’ initiatives, the Company’s operations enable the resale of needed items, at low prices, to consumers while supporting a third-generation family-owned business employing over 1,500 throughout the Mid-Atlantic region.

Boathouse Capital’s mezzanine debt investment was used to recapitalize the balance sheet and support the operational development of the business as it enters a new phase of growth.

Guidewell operates educational services companies that provide academic preparedness, enrichment opportunities, and consulting services across multiple companies in the U.S. and United Kingdom. At the heart of the Guidewell ethos is a student-centric approach that focuses on empowering students to design and realize their unique goals, aspirations, and potential. The firm currently works with over 10,000 students annually.

Boathouse Capital invested growth capital to help Guidewell execute on its buy and build strategy across the educational ecosystem.

Hawke Aerospace Holdings is the parent company of helicopter maintenance provider Uniflight, Aviation Services Unlimited, which provides tactical airlift services and Infinity Leasing, a rotocraft lease finance company to helicopter operators.

Boathouse Capital invested subordinated debt in Hawke Aerospace to provide a more flexible capital structure and support its continued growth.

Hoonuit is a leader in professional development resources for educators as well as a provider of analytical reporting solutions for school districts across the United States. Hoonuit is focused on promoting the practical application of technology in education through classroom-ready projects and tutorials on more than 200 commonly-used software applications. Hoonuit also allows for school districts of all sizes to effectively take advantage of predictive analytics and identify trends to better anticipate the needs of students, educators and stakeholders.

Boathouse Capital and Renovus Capital Partners invested two rounds of subordinated debt and equity alongside management to support the acquisition of Hoonuit and Versifit Technologies.

IMPLAN provides detailed economic activity data for use in regional, state and federal government economic incentive decisions, government agency policy making, investment decision making, corporate relocation analysis and raising consumer and citizen awareness.

Boathouse Capital invested subordinated debt to provide IMPLAN’s management the opportunity to acquire the company from its founders.

Commercial cleaning franchisee that utilizes state of the art processes and cleaning techniques.  Jan-Pro provides fast, custom, affordable commercial cleaning services across a wide variety of industries.

Boathouse provided mezzanine debt to help support Jan-Pro’s continued growth both through new locations and acquisitions.

KBP Foods is a Yum! Brands restaurant franchisee that operates approximately 220 units across 10 states in the Southeast, South, and Midwest, and is the largest independent KFC operator in the country. Since its founding in the late 1990s, KBP has consistently demonstrated brand-leading financial and operating performance and has successfully integrated numerous add-on acquisitions.

Boathouse Capital invested preferred equity to support the management buyout of KBP Foods and provide additional capital for future acquisitions.

Lugano Diamonds is among the finest jewelers in the world. The company designs and sells artistic, one-of-a-kind luxury jewelry targeted to ultra-high net worth individuals.

Boathouse invested debt and equity to support the business’ growth plans and refinance an existing lender.

Mediafly is a leading enterprise software company designed to help companies transform and evolve how they sell through the delivery of a perfect in-person selling experience. Mediafly is a trusted partner to some of the world’s largest brands helping them revolutionize how they interact with customers and prospects. Through Mediafly’s Evolved Selling Platform, companies like MillerCoors, PepsiCo, and GE Healthcare are creating dynamic and interactive presentations that are changing the way salespeople engage both customers and prospects which is leading to significant improvements in sales results.

Boathouse Capital invested mezzanine debt to support the buildout and rollout of Mediafly’s sales enablement tools.

Millennium Health & Fitness is a 30-year-old Company that provides critical health, wellness, fitness education & training solutions to the US military and other US government agencies. The Company has a national network of highly vetted health, wellness, and fitness professionals allowing the company to provide services at highly secure military bases, government agencies, and other venues. Boathouse Capital GDI partnered with the management team and employees to acquire the business from the founder.

Navint is a full-service business consulting and enterprise IT transformation firm specializing in lead-to-renewal recurring revenue consultation across the US and Europe. The firm’s founding partners have over a combined 100 years of management consulting experience serving both middle market companies as well as Fortune 500 and Global 500 companies.

Boathouse Capital provided growth capital financing to help the business execute on strategic initiatives that would strengthen and diversify Navint’s service offering.

Network for Good provides small nonprofits and partners with an innovative, all-in-one fundraising platform and support services needed to execute modern, results-oriented fundraising campaigns. According to the 2018 Giving USA report, Americans gave $410 billion to some of the 1.5 million U.S.-based nonprofits last year, most of whom rely on a patchwork of outdated methods and software solutions to attract, solicit, accept, and track these donations. Network for Good will use its funding to expand product features and accelerate programs to help more small nonprofits to do more good by taking advantage of modern, easy-to-use software.

Boathouse Capital invested equity to support Network for Good’s continued growth plans within the nonprofit industry.

OBBCO designs and distributes personal safety equipment for customers in the shipbuilding, utility and consumer industries. OBBCO offers a wide ranging product line that includes basic protective necessities such as gloves, hats and glasses as well as more complex items like fire retardant suits and fall protection gear.

Boathouse Capital and Agincourt Capital Partners made a growth capital investment alongside management of OBBCO Safety and Supply.

Ontraport is a CRM and automation platform designed for any business that’s ready to scale, giving business owners the tools they need for selling, marketing and managing a business online.

Boathouse provided mezzanine financing to help Ontraport continue to build out its technology platform while also supporting the build out of its sales and marketing team.

OrthoFi Inc. is an innovative technology company that is changing the way orthodontists acquire, finance, and manage new patients. OrthoFi’s proven solutions help orthodontists increase new patient starts, reduce costs, and increase overall patient satisfaction and loyalty. OrthoFi was designed by orthodontists to empower orthodontists to compete in today’s changing market by optimizing the patient case acceptance through innovative patent-pending technology.

Boathouse Capital invested capital to support OrthoFi’s rapid growth trajectory and the accelerate the development of new products and services.

Pilgrim Quality Solutions provides compliance and risk management software to firms in highly regulated industries, including life sciences, food and beverage, and manufacturing. For nearly 20 years, the company’s software has helped companies facing complex and burdensome regulation manage an increasingly intricate regulatory and compliance environment. Pilgrim offers its product to customers on both as Software-as-a-Service (SaaS) and perpetual license basis.

Boathouse Capital invested mezzanine debt in conjunction with the purchase of the company by Riverside Partners.

Platinum Protection sells, installs, and services residential security alarm systems. The company’s sales representatives and installation technicians follow a highly successful door-to-door sales strategy during the summer months and provide superior post-sales customer service.

Boathouse Capital invested mezzanine debt in Platinum to help fund the business’ growth plans.

Pleatco is a leading manufacturer of water filtration products used in pools and spas. Pleatco’s primary products are filter cartridges used in diatomaceous earth filtration. The company has an outstanding reputation among consumers and retailers thanks to a proprietary design that maximizes water flow and minimizes energy consumption.

Boathouse Capital invested mezzanine debt to recapitalize Pleatco’s balance sheet and to fund future growth.

PolySign provides best-in-class infrastructure that enables institutions to secure and transact in digital assets across the capital markets and payments sectors. Polysign’s proprietary, private blockchain technology is foundational to the development of digital asset infrastructure with groundbreaking security supporting storage, transaction and digital payments.

Boathouse Capital invested mezzanine debt to support Polysign’s strategic acquisition of MG Stover.

Re-Sourcing is a national provider of strategic staffing, consulting, and direct hire solutions with expertise in the areas of accounting & finance, governance and regulatory compliance, financial services, legal, information technology, and human resources. Based in New York City, Re-Sourcing operates more than 16 offices in 10 markets. The Company’s differentiated operating partner model provides us with a strong focus on building direct relationships with clients to bolster retention and deepen our understanding of client needs. 

Boathouse Capital provided financing to support the strategic acquisition of a finance and accounting firm.

Sageworks provides commercial lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Sageworks has created the largest real-time database of private-company financial information in the United States, analyzed over 9 million loans and aggregated the corresponding loan data.

Boathouse Capital invested preferred equity in Sageworks to support continued product development, market outreach and recapitalize the business.

Developed by veterans with decades of service, Sandboxx is a leading social platform for the United States military. The platform connects service members to their loved ones, career content, and lifestyle utilities so that they can navigate their career with confidence. The Company’s initial product, Sandboxx Letters, digitized the time-consuming processes of sending physical letters to those at basic training. Each year, 225,000+ young men and women join the Military. The Company supports more than 70% of this recruit pipeline via its Letters product and in-app basic training preparation content. Sandboxx offers service members and their families clarity and support for their entire military journey, from recruitment to retirement.

Boathouse Capital provided growth capital to help the continued development of Sandboxx’s communicaiton platform and build out the sales, development and marketing team to increase market share.

SiteSpect is a SaaS personalization platform that optimizes digital user experiences to drive higher conversions and increase revenues. Businesses use SiteSpect’s platform to test site design and features to optimize customer conversions. The Company targets mid-market and enterprise customers looking for advanced testing and personalization needs.

Boathouse provided growth capital to support SiteSpect’s continued development of customer user experience management tools.

SolomonEdwards provides strategy execution and staffing services on a national basis. The company has successfully grown to become a valuable provider of business transformation, program & project management, strategic communication, accounting & finance, mergers & acquisitions and governance & regulatory compliance services to both mid-market and Fortune 500 companies alike.

Boathouse Capital invested debt in SolomonEdwards to refinance out an existing facility and provide the company with more flexible capital to allow for growth.

Spark Hire provides a SaaS video-based interview platform in the HR technology sector. Spark Hire provides a one-way interview solution that functions as a productivity and collaboration tool for both recruiters and hiring managers. The product aims to address the inefficiencies inherent in the hiring process like scheduling and collecting feedback while also allowing for compressed hiring cycles, expanded applicant pools and a better applicant experience.

Boathouse Capital invested growth equity to further develop the core platform’s technology offering and modernize the Company’s go-to-market strategy.

Splashlight is a leading visual content creation company (photography and video). Founded in 2002, Splashlight has an award winning grounding in high-fashion photography.

Survey Healthcare Global provides custom survey solutions through their proprietary technology suite to a variety of market research firms, public relations/communications companies, management consulting firms, big data companies and a variety of other end-users. The Company offers clients survey programming for online and telephone delivery, interviewing and proprietary panels or samples of respondents in virtually any consumer, business-to-business or healthcare- related areas of inquiry.

Boathouse Capital partnered with management to redeem shareholders and fund growth and acquisitions.

TalentBridge provides flexible contract staffing, executive and professional placements, providing services that include temporary, temporary-to-hire, and professional placement across diverse technical and administrative disciplines. TalentBridge’s core product offers contract staffing services to small, medium, and enterprise clients in the banking/finance, medical, IT, and legal industries on a national basis.

Boathouse Capital partnered with Spring Capital Partners to support the merger of TalentBridge with Rochester, NY based Employee Relations Associates that provides both permanent and temporary staffing services.

TapClicks, Inc. is a leading SaaS provider of marketing reporting and advertising operations for agencies, media companies and their brand clients. Its fully integrated marketing operations platform includes order entry, enhanced workflow and task management, insightful analytics, and automated reporting — all within a single intuitive user interface available on demand. TapClicks delivers over 1,000,000 marketing dashboards to over 10,000 brands and over 4,000 media companies and agencies worldwide.

Boathouse Capital invested mezzanine debt to support the continued growth of the business via increased marketing efforts and ongoing software development.

TCK is a leading domestic manufacturer of athletic socks. The Company specializes in team athletic socks and has established itself as a leader in the team sports market.

Boathouse invested mezzanine debt to support TCK’s continued growth.

Unitas Global specializes in migrating large enterprises from on-premise IT networks to the private cloud and managing a client’s IT network infrastructure—the physical hardware, servers, storage, switches, routers, firewalls, and software upon which key business applications operate—inside the private cloud environment.

Boathouse Capital invested mezzanine debt and equity to support continued investment into a larger dedicated sales team, help fund technology development and provide ongoing working capital.

Wilkins Media is one of the oldest and largest independent out-of-home media specialists in the country. Wilkins is a value-added partner providing out of home advertising services, including billboards, ads on transit vehicles and placed-based ads in malls, airports, and elevators to leading advertising agencies as well as a number of the fastest growing Fortune 100 brands. Wilkins leverages technology from an execution perspective as well as tracking all of their client campaigns in the cloud, and provides their agency partners full access to their data platform.

Boathouse Capital invested capital to support the continued growth of Wilkins Media in both its organic and acquisition strategies.

WillowTree, Inc. creates digital products designed to drive growth. A full-service application strategy, UX design, and mobile app development services company, WillowTree’s focus is to bridge the highest level of consumer UX with enterprise-grade functionality and security. WillowTree is an industry leader in field solutions, media delivery, loyalty programs and payments, and connected devices and works with brands such as 21st Century Fox, Regal Cinemas, GE, Johnson & Johnson, Time Warner, American Express, and Harvard Business Publishing. Clients trust WillowTree to guide and execute their mobile initiatives.

Boathouse Capital assisted WillowTree with financing a partner buy-out.