boutique asset management firms chicago

For more information on Cherry Hill Photo, please visit www.cherryhillphoto.com. Her previous experience includes over 8 years in KPMGs Deal Advisory practice providing financial due diligence for private equity clients. Costume Gallery strategically focuses on dancewear for recitals the pinnacle showcase of students talents and education for the school year. Craft Cast is headquartered in Jackson, Wisconsin and is led by President and CEO Alexander (Al) Scargall, an industry veteran previously with General Motors and Brillion Iron Works. Peak-Ryzex, a Keystone Capital holding since 2011, acquired Movilitas Consulting AG in May 2013. Legal advice was provided by Honigman, LLP. Capsa is led by CEO Andrew Sherrill and a talented management team across the business who will continue to lead Capsa moving forward. Costume Gallery was acquired by an undisclosed buyer in 2018. Business Overview jvanzant@keystonecapital.com, Eric Holter Arbour is a leading provider of regulatory compliance solutions for the global life sciences industry. Keystone Capital, Inc. (Keystone) is pleased to announce that it has completed a recapitalization and partnership with the shareholders of Scott Group Custom Carpets, Inc. (Scott Group or the Company). Structural Grace is an Arizona-based engineering firm specializing in bridge and transit projects. KFT is headquartered in Montvale, NJ with global offices located in Barlborough, United Kingdom and Aachen, Germany. Avalon services blue-chip OEM customers in the general industrial, pump and valve, oil & gas, food and dairy, military and capital equipment industries with industry-leading turnaround times and cost-effective, value-added services including a dedicated in-house machine shop and tooling operation. We wish both teams the best of luck with the combination, noted Jason Van Zant, Managing Director, Keystone Capital. Prior to joining Keystone, she worked at GTCR, where she focused on investor relations activities as well as portfolio analysis. 2. Terms of the transaction are not being disclosed. Keystone Capital, Inc. Blue Moon Digital is a leading performance marketing, data science, and digital agency with a focus on driving traffic and transactions for their clients. We wish the management team and Levine Leichtman the best with the business and are proud to have been partnered with Capsa for the past 17 years.. Our recent growth has been focused on adding line and brand extensions thoughtfully, and always with the ever-evolving needs of our acute care and long-term care partners at the forefront of the process. Realizes Its Ten Year Investment in Keystone Bakery Holdings, LLC. We and management see a substantial opportunity to further enhance MERGEs differentiated capabilities, end-market expertise, and client-centric service approach through internal growth and talent development initiatives as well as targeted acquisitions.. They truly were the best partners for our business. bsommerschield@keystonecapital.com. Keystone initially acquired Merge, a premium creative technology agency, in December 2018. Terms of the transaction were not disclosed. Brian Prendergast We believe there is great opportunity for further growth and consolidation in our market, and that with Keystone, VDA is well positioned to play a leadership role in this consolidation., Rob Cuzzi, President of VDA, added: We envision expanding VDAs capabilities beyond our core services into complimentary consulting services valued by our clients. Create a sustainable financial future for your foundation, nonprofit, or endowments. The Avalon platform was created by Keystones investments in three precision investment casting businesses: Craft Cast (2008), Avalon Casting (2012) and Precision Metalsmiths (2014). Prior to joining BVCM, Mr. Adler worked as an Analyst in the Mergers Strategic Advisory Group for Goldman Sachs Group, Inc. in New York City from 2000 to 2002. Keystone Capital, Inc. ("Keystone"), a Chicago-based private investment firm, is pleased to announce that its portfolio company Rocore Inc. (Rocore) has been acquired by funds advised by Triton, a leading European private investment firm. Sigma is a leading global manufacturer of precision machined casting and components headquartered in Garner, North Carolina. Introduced in 2019, the Founder-Friendly Private Equity Firms list quickly established itself as one of Inc.s most resourceful franchises. We were founded in the midst of the Financial Crisis and we built our firm during the most challenging investment environment in modern history. Mr. Nichols was previously the Chief Financial Officer of Rocore Holdings, a former Keystone portfolio company exited in 2017. For the announcement and our thoughts, please click "download". Flagship Asset Management is a privately owned, independent, global specialist boutique asset manager, founded in 2001 by Simon Hudson and Winston Floquet. Target Engineering Group is a leading provider of construction management, professional engineering and construction inspection services in Florida. Ventana is honored to work with Springtide Partners. At the same time, we see great opportunity to grow the business substantially, and the entire management team shares that goal.. Terms of the transaction are not being disclosed. The transaction bolsters the companys offerings in experience strategy and design, CRM, and platform development. Targeted services include window cleaning, pressure washing, faade maintenance, waterproofing, metal and architectural surface maintenance, elevator maintenance, and parking surface maintenance. For more information on Merge, please visit Mergeworld.com. Investment banking services were provided to JOBS and Keystone by Truist Securities, and legal services were provided to JOBS and Keystone by Honigman LLP. He joined the firm at the end of 2011, bringing 30 years of industry experience, primarily in the small and . We work diligently tosolveproblems, improve outcomes, and provide financial peace of mind. Investment banking services were provided to KNH by Whipstitch Capital and legal services were provided to KNH and Keystone by DLA Piper. Although our business will remain the same with no noticeable impact to our key stakeholders, we are very excited to continue servicing our customers as a part of a larger, very capable platform, added Kman. With both deep, local knowledge and broad, national reach, our headhunters in Chicago help companies hire . Peak-Ryzexs in-depth industry-specific experience, state-of-the-art solutions and managed services, and exemplary customer support provide transformational business solutions and results that deliver greater ROI and outstanding value. (312) 219-7975 Aaron Dirlam, CFA, CAIA:Aaron is a Co-Founder and Chief InvestmentOfficer at Springtide Partners. To learn more, visit www.kirbylester.com. Terms of the transaction are not being disclosed. Jacobs is one of the world's largest and most diverse providers of technical professional and construction services. Prior to joining Blackbird, Mr. Hosfield was the Chief Financial Officer for a family office where he was involved in all aspects of the firm from tax planning, tax arbitrage, acquisitions, asset management, and reporting. Founded in 1981, Peak delivers innovative automated data collection solutions to Fortune 500 customers along with small and medium-sized businesses, providing critical technology that allows businesses to become more efficient and responsive. To complement its organic growth plans, KENDELL announced the acquisition of Washington Architectural Hardware (WAH) in April 2019. Avalon Precision Castings grew out of the merger of Avalon Castings of Cleveland, Ohio and Craft Cast Company of Jackson, Wisconsin to become one of the investment casting industrys leading providers of precision-cast parts up to 100 lbs. Keystone is excited to partner with LaRue Coleman, Eric Crabb and the team at JOBS, commented Jason Van Zant, Managing Director of Keystone Capital. Kent Dauten jvanzant@keystonecapital.com, Kevin Overby, Vice President Novatio is exceptionally well-positioned to capitalize on the significant opportunity in the intelligent automation industry, commented Bill Sommerschield, Managing Director at Keystone Capital. David A. Greer joined Keystone Capital in 2005 and serves as a Managing Director of the firm. Jason Van Zant Reservations are optional and available at select locations. Nature Soy uses non-GMO ingredients and proprietary formulas to create tofu, soy milk, and rice noodles with unique and desirable flavor profiles. Founded in 1982, Superior has an established, loyal base of specialty and mainstream retail and foodservice customers throughout Canada. Hales Property Management is a residential brokerage and management company that works mostly with multi-unit housing and associations throughout Chicago. Keystone Capital and Capsa continue to pursue accretive healthcare IT and technology-enabled products acquisition opportunities with the goal of further enhancing the success and leadership enjoyed by Capsa today. Please visitwww.keystonenatural.comfor more information. Prior to his role at Cushman & Wakefield, Mr. Crabb served as CEO of QSI Facilities which was acquired by Cushman & Wakefield in January 2019. In 2020, Inspire11 was recognized in the Inc. 5000 list as the 10th fastest growing business,and the fastest growing services business, in the United States over the past three years. Keystone Capital, Inc. (Keystone) is pleased to announce that it has completed an investment in, and partnership with, Target Engineering Group, Inc. (TEG or the Company). Through a series of acquisitions, Avalon has become one of the largest commercial and industrial investment casting manufacturers in the country. They specialize in corporate retirement planning, asset, and wealth management. We are extremely happy with the outcome of the JOBS investment, commented Jason Van Zant, Managing Director of Keystone. . Long-term performance and tailored client service are long-standing precepts that drive everything we do. University of Illinois at Urbana-Champaign; BA Accountancy & Finance, 2018. Cherry Hill Programs (CHP) delivers unforgettable memories, captured with high-resolution digital images that guests cherish year after year. Current CEO and Founder LaRue Coleman will be assuming the role of Chairman of the Board, in which he will continue to have strategic involvement with key customers as well as the Companys acquisition strategy. Decades of Experience. Long term, our goal is to utilize the Vidaris platform to provide a superior service level to the clients of IBA, Viridian and LPI than we do today, commented Marc Weissbach, President of Vidaris. Remtcs is a boutique consulting firm that specializes in information systems for banking, private banking, wealth and portfolio management, brokerage, health care, bio tech, and insurance firms applying a solid business foundation to solving technology needs. The combined company will have eight manufacturing facilities across North America. Previously, Sean worked as an investment banking analyst at Moelis & Company. Delivering a magical experience. Greeley and Keystone were represented by Lincoln International in the transaction. Seneca Balance (2022):Leading TAB provider in Baltimore and Washington D.C. RSA (2022): Leading TAB provider in Sacramento, Value-added commercial/institutional door and door hardware distributors, Electronic security/access control integrators, Locksmiths and specialty door service organizations, Washington Architectural Hardware (2019): Leader in commercial door and door hardware distribution in the Pacific Northwest, Newport Distribution (2020): Full-service commercial door and door hardware provider in Chicago, Watson Security (2020): Aftermarket electronic access control and mechanical security service provider, Hardware Distributors (2021): Leader in commercial door and door hardware distribution in North Carolina, Craftmaster Hardware (2022): Leader in aftermarket door hardware distribution in New England, Engineering, Procurement, and Construction (EPC) services focused on energy infrastructure development, Testing & inspection service providers focused on hydrocarbon storage assets, MarTech Platforms (Adobe, Salesforce, Veeva), Life Sciences Marketing & Commercialization, Beam (2019):Acquisition of an experience design and digital development agency, Sandbox (2020): Healthcare focused integrated digital agency, Blue Moon (2021): Performance marketing agency, Perkuto (2021): Marketing operations consultancy (Marketo & Workato), Strategic process efficiency consulting firms, Niche emerging automation technology consulting firms or managed services providers, Specialized alternative asset management firms, Five Points Capital (2020): Leading alternative asset management firm focused on providing debt and equity capital to U.S.-based, lower-middle market companies, TrueBridge Capital Partners (2020): Leading alternative asset management firm focused on high-performing, access constrained venture capital opportunities, Enhanced Capital Group (2020): Premier impact investing platform focused on credit and equity investments across a diverse impact-oriented product offering, Bonaccord Capital Partners (2021): Investment management firm focused on acquiring non-control equity interests in mid-sized private markets sponsors, Hark Capital (2021): Provider of credit solutions to mid-life private equity, growth equity, venture, and other funds, US or Canada-based providers of environmental consulting and engineering services focused on the buildings and land markets, Specialty environmental, industrial hygiene, and health & safety services providers, PM Environmental (2021): Leading environmental risk consulting services provider in Michigan and the Southeastern US, Pinchin (2022): Leading national provider of environmental, engineering, building science, and health & safety services in Canada, Suppliers of luxury high end interior soft goods products e.g. Business Overview Chaoran Jin The combination with Peak-Ryzex provides our business with additional scale and immediate access to supplementary resources in the UK and North America to offer our customers enhanced levels of value, support and service, added Hamilton-Davies. Keystone Capital, Inc. ("Keystone") is pleased to announce that it has exited its investment in Atlas Die, LLC (Atlas) after 14 years of successful ownership. The PharmaLex Group (PharmaLex), a leading specialist provider of development consulting and scientific affairs, regulatory affairs and pharmacovigilance, has completed the acquisition of Arbour Group, LLC (Arbour or the Company) from Keystone Capital, Inc. (Keystone). Catalyst has developed several applications, such as Yard Management Drag and Drop and Cross Carrier Parcel Integration (Catalyst XPS), which expands PEAKs portfolio of SAP supply chain management offerings. Previously, Kevin worked as an investment banking analyst in the technology & business services group at Robert W. Baird & Co. (312) 219-7976 Keystone Capital Management, L.P. (Keystone) is pleased to announce an investment partnership with Novatio Solutions (Novatio or the Company). 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