an overview of our investments

At McCarthy Capital, we grow businesses in partnership with management
McCarthy Capital is a private equity firm focused exclusively on lower middle market companies. Headquartered in Omaha, Nebraska, the
firm’s investment team manages more than $1 billion of investment capital and typically makes control or substantial minority investments of
$10 million to $50 million in a mix of growth equity, recapitalizations and management buyouts. For thirty years, the McCarthy organization
has been partnering with founders, families and exceptional management teams to support the growth of their companies.
Why McCarthy Capital?
Capital
Resources
Insight
We provide equity capital, facilitating
Our management partners benefit from
Our diverse experiences across many
growth, management buyouts and/or
our resources and substantial expertise
sectors enable us to share a broader
partial liquidity events.
in finance, corporate development, tax,
insight and perspective which benefits our
recruiting and operations.
management partners.
Partnership
Strategy
Values
Partnership is our philosophy – alignment
We are focused on revenue growth and the
We partner with management teams who share
with management is our approach, whether
strategies necessary to accelerate that growth.
our priorities, values and business practices,
it is through a minority or controlling interest.
committing to the long-term and the highest
standards of ethical conduct.
Investments
McCarthy Capital builds businesses in partnership with management teams pursuing a variety of strategies for creating long-term value. We seek
companies that have attractive growth prospects, established profitability and proven management who intend to keep material capital at risk.
LIFE CARE SERVICES
Recapitalization & Growth
ALTAIR GLOBAL
Management Buyout
Des Moines, Iowa
Life Care Services is a national leader in providing
services to senior living communities. The company
operates six business lines focusing on operations
management, home health care, development,
community ownership, insurance and procurement.
Plano, Texas
Altair Global is an independent, full-service relocation
management company offering a comprehensive
selection of U.S. and international mobility solutions.
Altair’s clients are some of the most recognized names in
today’s global business community.
ADVANTOR SYSTEMS CORPORATION
Growth Capital
HHA EXCHANGE
Recapitalization
Orlando, Florida
Advantor is a leading designer and integrator of physical
security systems with extensive experience securing
high-profile government and commercial organizations.
Long Island City, New York
HHA eXchange is a leading provider of healthcare
software solutions to the home care industry. HHA’s
Software-as-a-Service solutions serve both home care
agencies and their payers.
THE REMI GROUP
Recapitalization
DSCI
Recapitalization
Charlotte, North Carolina
Remi is the leading provider of equipment
maintenance management programs for the
healthcare, higher education, government and
commercial market segments nationwide.
Boston, Massachusetts
DSCI is New England’s leading hosted communications
provider and delivers innovative unified
communications and connectivity services to more
than 1,300 businesses and organizations throughout
the region.
SAFE BOATS INTERNATIONAL
Growth Capital
TRIMECH
Recapitalization
Port Orchard, Washington
SAFE Boats is a specialty manufacturer of high
performance boats for domestic military, international
military, law enforcement, search and rescue and
private customers.
Glen Allen, Virginia
TriMech is an engineering technology firm that offers a
complete line of engineering software packages, support
and training, 3D prototyping and digital manufacturing
equipment and specialized recruiting services.
SKC COMMUNICATION PRODUCTS
Recapitalization
Shawnee, Kansas
SKC Communication Products is a full‐service provider
of communication solutions to enterprise and
government customers, offering products and services
in video conferencing, voice, headsets and audio/
visual.
ENVIRONMENTAL PLANNING GROUP
Recapitalization
Phoenix, Arizona
EPG is an environmental consulting firm offering
services in environmental planning, landscape
architecture, land use planning, biological and cultural
resources, earth sciences, paleontology, public
involvement, Geographic Information Systems and
environmental compliance. SIGNAL 88 SECURITY
Recapitalization & Growth
Omaha, Nebraska
Signal 88 Security is the leading franchisor of
contracted security services in North America. Signal
88 franchises offer law enforcement and communitybased security personnel, incorporating state-of-theart technology, to provide customized security services
to the business community.
SEVEN10 STORAGE SOFTWARE
Growth Capital
UNITED REAL ESTATE GROUP
Growth Capital
PROSPECT BRANDS
Growth Capital
Lawrence, Massachusetts
Seven10 is a leading provider of enterprise softwaredefined-storage solutions and fully automated
file migrations to customers across healthcare,
financial services, government, education, and other
compliance-driven services sectors.
Kansas City, Missouri
United Real Estate Group, operating the United Country
Real Estate and United Real Estate brands, is the leading
fully integrated network of conventional and auction
real estate professionals globally. The two brands
combined address the unique markets they serve, rural
and urban, with exclusive marketing, technology and
training solutions.
Greensboro, North Carolina
Prospect Brands is a platform of consumer product
companies. Its current portfolio includes Gyde, Duck
Head and Crittenden. Gyde is a wearable technology
company specializing in heated apparel. Duck Head is
the original authentic Southern brand for gentleman.
Crittenden produces fine men’s jackets, dress shirts,
neckwear, sweaters and trousers.
BEARENCE MANAGEMENT GROUP
Management Buyout & Growth
PEAK 10
Shareholder Recapitalization
Des Moines, Iowa
Bearence Management Group is an insurance
brokerage and financial services firm engaged in the
sale and distribution of property and casualty, life
and health, employee benefits, investments and risk
management products and services. (Realized 2015)
Charlotte, North Carolina
Peak 10 is a leading data center operator and managed
services provider, delivering scalable, economical and
reliable solutions for managing complex information
technology infrastructure. (Realized 2010)
MARKETSPHERE CONSULTING
Management Buyout
ELECTION SYSTEMS & SOFTWARE
Recapitalization & Growth
Kansas City, Missouri
MarketSphere Consulting is a premier “market focused”
business consulting firm with world-class, industryleading consultants. (Oracle Practice Realized 2013)
Omaha, Nebraska
Election Systems & Software is one of the world’s
leading and most experienced providers of total
election management solutions. (Realized 2011)
COSENTRY
Growth Capital
CABELA’S
Recapitalization & Growth
Omaha, Nebraska
CoSentry is a business continuity and managed service
provider. Technology solutions include secure data
centers, disaster recovery services, and managed IT
services. (Realized 2011)
Sidney, Nebraska
Cabela’s is the nation’s largest direct marketer and a
leading specialty retailer of hunting, fishing, camping
and related outdoor merchandise. Cabela’s is one of
the most well-known outdoor recreation brands in
the United States. (Realized 2010)
AMERISPHERE
Growth Capital
VORNADO
Management Buyout
Omaha, Nebraska
AmeriSphere is a provider of capital solutions for
the multifamily industry, engaged in originating,
underwriting, closing and servicing high-quality
multifamily mortgage loans. (Realized 2015)
Wichita, Kansas
Vornado is a manufacturer of premium branded room
comfort appliances, including air circulators, heaters,
humidifiers and purifiers. (Realized 2014)
Selected Realized Investments
MEDICAL SOLUTIONS
Recapitalization & Growth
Omaha, Nebraska
Medical Solutions is a travel nurse staffing company
that has been helping nurses find travel nursing jobs
for more than a decade. (Realized 2015)
BENAISSANCE
Growth Capital
Omaha, Nebraska
Benaissance provides health insurance premium
billing and payment collection solutions through
SaaS technology and integrated Business Process
Outsourced (BPO) solutions for insurance carriers,
private exchanges, state health and human services
and benefit administrators. (Realized 2015)
GUILD MORTGAGE COMPANY
Management Buyout
San Diego, California
Guild Mortgage Company was founded in 1960 and
is a privately-owned mortgage banking company
focused on originating, servicing and selling residential
loan products primarily in California and other western
states. Guild Mortgage offers a range of residential
mortgage products primarily designed to meet
the needs of high-credit-quality (prime) borrowers.
(Distributed 2015)
Omaha 402.932.8600
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Boston 617.330.9700
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mccarthycapital.com
Investment Focus
Investment Criteria
Equity investments of $10 - $50 million
Company Characteristics
People
Majority or minority positions
•• Companies with annual revenue of at
least $15 million
•• Management teams with a
demonstrated track record for growth
and profitability
Mix of growth equity
investments, recapitalizations
and management buyouts
Investments across a
wide range of industries
Management-friendly capital,
typically holding common equity
alongside management
OMAHA OFFICE
1601 Dodge Street, Suite 3800
Omaha, NE 68102
Phone: 402 932-8600
Fax: 402 991-0020
•• Companies with demonstrated
profitability
•• Companies with established
management teams
•• Companies with proven business
models, an established customer base
and leading market share
•• Management with a significant ownership
position in the company, representing
most of their financial net worth
Products/Services
•• Products and/or services that are
branded or proprietary
•• Products and/or services that generate
consistent operating earnings
BOSTON OFFICE
20 William Street, Suite 160
Wellesley, MA 02481
Phone: 617 330-9700
Fax: 857 277-1965
Markets
•• Markets with favorable growth
prospects – either through participation
in growing industries, market share
expansion, industry consolidation or
innovative business strategies
mccarthycapital.com
McCarthy Capital Corporation and McCarthy Partners Management, LLC, both DBA McCarthy Capital, are registered investment advisors which share the same management team.