Recent News and Completed Engagements

Ice House America, automated vended ice and water solutions to multiple customer segments [Consumer Services, B2B] Board-approved strategic plan.
Portfolio company of Fort Point Capital
June 2024

Visu-Sewer, critical wastewater infrastructure services, specializing in trenchless pipeline rehabilitation, maintenance and repair [Industrial, B2B] Board-approved strategic plan.
Portfolio company of Fort Point Capital
June 2024

Plaid Enterprises, developer, manufacturer and marketer of creative do-it-yourself crafts products to multiple channels [Consumer Products, B2B2C] Board-approved strategic plan framework.
Portfolio company of DKM Holdings
May 2024

Yandell, integrated temperature-controlled warehouse, transportation, logistics and value-added services to the wine, food and beverage industries [Business Services, B2B] Board-approved strategic plan.
Portfolio company of Fort Point Capital
March 2024

Clinic Concierge, in-home concierge medicine, pediatric and adult urgent care, routine primary care, IV hydration, and cosmetic med spa procedures [Consumer Services, B2C] Board-approved strategic plan.
Portfolio company of Skylark Private Equity Partners
February 2024

Cost Segregation Authority, cost segregation studies for real estate investors [Business & Financial Services, B2B] Board-approved update to original strategic plan.
Portfolio company of Skylark Private Equity Partners
January 2024

ActiGraph, physical activity and sleep monitoring sensors, software and data management solutions for clinical trials and research [Healthcare Products & Services, B2B] Board-approved update to original strategic plan.
Portfolio company of ArchiMed
December 2023

VayKLife, tech-enabled marketing platform that provides technology-driven logistics, fulfillment and customer retention services for vacation rental management customers [Marketing Services, B2B] Board-approved strategic plan.
Portfolio company of Fort Point Capital
November 2023

Level Data, real-time data validation, cleansing, reporting and analytics software tools to the U.S. K-12 market [Technology, B2B] Board-approved strategic plan.
Portfolio company of BV Investment Partners
July 2023

Tax Advisors Group, business tax consulting services, specializing in Business Personal Property tax filings [Business & Financial Services, B2B] Board-approved strategic plan.
Portfolio company of Skylark Private Equity Partners
June 2023

Syner-G BioPharma Group, CMC technical, regulatory and compliance solutions and services [Healthcare Products & Services, B2B] Board-approved strategic plan.
Portfolio company of Riverside Partners
May 2023

Health-Ade, organic, high-quality fermented kombucha tea, cocktail mixers and healthy sodas [Consumer Products, B2C] Board-approved strategic plan.
Manna Tree Partners
February 2023

New Primal, clean-ingredient meat snacks, seasonings, dressings, and condiments [Consumer Products, B2C] Board-approved strategic plan.
Portfolio company of Manna Tree Partners
March 2023

Deerfield Agency, tech-enabled marketing, integrated communications and sales enablement services [Business Services, B2B] Board-approved go-to-market integration strategy.
Portfolio company of Edgewater Funds
February 2023

Street Smart, Rents and sells specialized traffic safety equipment, providing service and technology for intelligent work zones [Business Services, B2B]. Board-approved strategic plan update.
Portfolio company of Carlson Private Capital Partners
August 2022

ACG Boston, featured speaker with Mike Strachan, CEO of 3Phase Elevator Corporation, at the DealFest Value Creation Forum
June 2022

Verde Farms, provider of 100% organic, grass-fed beef [Consumer Products, B2B2C]. Board-approved strategic plan.
Portfolio company of Manna Tree Partners
April 2022

Key Impact Sales & Systems, Independent foodservice, packaging and supplies, sales and marketing agency [Business Services, B2B]. Board-approved strategic plan update.
Portfolio company of Prospect Hill Growth Partners
April 2022

Kari-Out, leading manufacturer and distributor of packaging and food ingredients [Industrial, B2B]. Board-approved strategic plan.
Privately owned company
February 2022

ActiGraph, leading provider of medical-grade wearable technology solutions, [Health Sciences, B2B]. Board-approved strategic plan.
Portfolio company of ArchiMed
January 2022

Claridge, manufacturer of writing surfaces and related products for businesses and schools [Business Products, B2B]. Board-approved strategic plan framework.
Portfolio company of Skylark Private Equity Partners
July 2021

Momentum, supplier of sustainable contract textiles [Specialty Manufacturing & Distribution, B2B]. Board-approved strategic plan.
Portfolio company of The Riverside Company
July 2021

Talent, Inc., tech-enabled career services solutions provider, [Business Services, B2B & B2C]. Board-approved strategic plan.
Portfolio company of BV Investment Partners
April 2021

Modern Hire, provider of SaaS-based online pre-employment assessments [Software, B2B]. Board-approved strategic plan.
Portfolio company of The Riverside Company
March 2021

KeyImpact Sales & Systems — Independent foodservice and packaging and supplies, sales and marketing agency [Business Services, B2B]. Board-approved strategic plan.
Portfolio company of Prospect Hill Growth Partners
March 2021

Boll & Branch — Leading designer and DTC marketer of fair-trade organic cotton home goods [Consumer Products, B2C]. Board-approved strategic plan.
Portfolio company of L Catterton
February 2021

Gerard Daniel Worldwide — Leading manufacturer and distributor of wire mesh and related wire products [Industrial, B2B]. Board-approved strategic plan framework.
Portfolio company of Graycliff Partners
February 2021

Street Smart — Rents and sells specialized traffic safety equipment, providing service and technology for intelligent work zones [Business Services, B2B]. Board-approved strategic plan framework.
Portfolio company of Carlson Private Capital Partners
February 2021

LMG Holdings — Leading provider of ignition interlock devices [Specialty Manufacturing & Distribution, B2B/B2C]. Board-approved strategic plan.
Portfolio company of The Riverside Company
February 2021

Stat PADS — Full-service AED program management and safety company [Business Services, B2B]. Board-approved strategic plan framework.
Portfolio company Uinta Capital (search fund)
January 2021

InVita Healthcare Technologies — Provider of software solutions for blood collection centers, plasma donation center, and hospitals [Software, B2B]. Board-approved strategic plan.
Portfolio company of The Riverside Company
December 2020

Cardinal — Manufacturer and distributor of glass and metal products [Building Products, B2B]. Board-approved strategic plan.
Portfolio company of The Riverside Company
September 2020

DPIS Builder Services — Multi-regional provider of outsourced engineering, inspection, energy efficiency and quality assurance services to single-family homebuilders [Building Services, B2B]. Board-approved strategic plan.
Portfolio company of Saw Mill Capital
June 2020

InVita Healthcare Technologies — Provider of software solutions for blood collection centers, plasma donation centers, and hospitals [Software, B2B]. Product portfolio review, analysis and recommendations.
Portfolio company of The Riverside Company
June 2020

MDC Interior Solutions — National provider of vertical interior surfaces, including specialty and digitally printed wallcoverings [Building Products, B2B]. Board-approved strategic plan.
Portfolio company of Shoreview Industries
March 2020

SweetenersPlus — Manufacturer and distributor of liquid and dry sweeteners for the food and beverage industry [Industrial, B2B]. Board-approved strategic plan framework.
Portfolio company of Graycliff Partners
January 2020

Thermal Process Holdings — Provider of heat-treating services [Industrial, B2B]. Board-approved add-on acquisition strategy.
Portfolio company of Calvert Street Capital Partners
December 2019

AMS Fulfillment, full-service outsourced logistics provider, offering order management, warehouse and inventory management, and reverse logistics [Business Services, B2B]. Board-approved strategic plan.
October 2019, portfolio company of Fort Point Capital

Cholula, one of the most recognized hot sauce brands in the world [Consumer, B2B2C]. Three-year strategic plan outlook and model.
September 2019, portfolio company of L Catterton

Binder Named to 3Phase Elevator Corporation Board of Directors, provider of elevator and escalator equipment maintenance, modernization, and repair services.
March 2019, portfolio company of Fort Point Capital

Calvert Street Capital Partners, speaker at the firm’s annual leadership conference, “Strategic Planning Lessons Learned.”
November 2018

Pine Environmental Services, provider of rental solutions for environmental test and measurement equipment, non-destructive testing equipment, and continuous emission stack testing equipment [Business Services, B2B]. Board-approved strategic plan.
November 2018, portfolio company of Saw Mill Capital

New State Capital Partners, speaker at the firm’s annual leadership conference, “Maximizing Value Creation.”
November 2018

WolfGordon, design company that distributes wallcovering, upholstery and drapery textiles, paint, and clear dry-erase coating to contract interiors [Industrial, B2B]. Board-approved strategic plan.
October 2018, portfolio company of Saw Mill Capital

EventLink, leading provider of experiential marketing services [Business Services, B2B]. Board-approved strategic plan.
October 2018, portfolio company of Fort Point Capital

Abrasive Form, leading independent precision creep-feed grinding manufacturer, serving the industrial gas turbine, aerospace, automotive, and general industrial sectors [Industrial, B2B]. Board-approved strategic plan.
July 2018, portfolio company of Calvert Street Capital Partners

Tate’s Bake Shop, provider of premium cookies and baked goods [Consumer, B2B2C]. Annual strategic plan update.
July 2018, division of Mondelez International [formerly a portfolio company of The Riverside Company]

Climate Pros, provider of refrigeration and HVAC repair, maintenance, and construction services to grocery retailers and other cold-chain customers [Industrial, B2B]. Board-approved strategic plan.
June 2018, portfolio company of Saw Mill Capital

Omnigo, leading provider of public safety, incident and security management solutions for law enforcement, education, healthcare and other enterprises [Software, B2B]. Board-approved strategic plan.
April 2018, portfolio company of The Riverside Company

ComForCare, provider of private duty, non-medical home health care services [Healthcare, Franchising, B2B]. Board-approved strategic plan.
April 2018, portfolio company of The Riverside Company

Censis, SaaS-based surgical instrument tracking and workflow solutions for sterile processing departments (SPDs) of hospitals and ambulatory surgical centers [Healthcare Services, B2B]. Board-approved strategic plan update.
March 2018, portfolio company of The Riverside Company

The Tranzonic Companies Realizes Successful Exit, value-added supplier of consumable maintenance, cleaning, safety and hygiene products to commercial and industrial end markets in North America.
March 2018, Served on the Board of Directors as an Independent Director, Seller: Silver Oak Services Partners, Acquirer: PNC Riverarch

United Language Group, provider of translation, localization and other language-related business services to customers across a diverse array of end markets [business services, B2B]. Board-approved strategic plan.
February 2018, portfolio company of Northern Pacific Group & Yukon Partners

Fit & Fresh, leading designer, manufacturer and distributor of fashionable and functional food and beverage transport products [consumer products, wholesale and eCommerce channels, B2B and B2C]. Board-approved strategic plan.
February 2018, portfolio company of CID Capital

iAutomation, leading designer and distributor of highly engineered automation products, solutions and services to top manufacturers of technologically advanced automated equipment [industrial, multiple channels to market, B2B]. Board-approved growth plan.
January 2018, a portfolio company of Saw Mill Capital

SAFEbuilt, national leader in community development services for local governments and public agencies [business services, B2B]. Board-approved strategic plan.
January 2018, portfolio company of The Riverside Company

Marena, manufacturer of medical-grade compression garments, shapewear, and activewear sold to plastic surgery centers, hospitals, medical providers, patients, and consumers [consumer products, healthcare, multiple channels to market, B2B and B2C]. Board-approved strategic plan. January 2018, portfolio company of The Riverside Company

InterDesign, designer and distributor of innovative housewares products [consumer products, wholesale and eCommerce channels, B2C and B2B2C]. Board-approved strategic plan.
November 2017, independently owned and operated

UNKNWN, retailer of curated assortment of covetable sneakers, modern streetwear and designer apparel [retail, eCommerce, B2B]. Board-approved strategic growth framework.
November 2017, division of Walnut Ridge Strategic Management Company

Entrepreneurship Boot Camp for Disabled Veterans, lecturer and mentor to physically and psychologically disabled veterans returning from Iraq and Afghanistan. Presenter and business plan competition judge at the 2017 boot camp.
October 2017, University of Connecticut

BigMouth, Inc., designer and supplier of leisure and impulse-oriented consumer products [consumer products, global business, bricks & mortar and eCommerce, B2B-B2C]. Board-approved strategic plan.
October 2017, portfolio company of CID Capital

Raypak, world's leading manufacturer of copper finned boilers and heaters [industrial, multiple channels, multiple facilities, B2B]. Management-approved strategic growth framework.
September 2017, division of Rheem Manufacturing Company

West Star Aviation, maintenance, repairs and operations (MRO) services to the business aviation industry [industrial services, B2B]. Board approved strategic plan.
July 2017; portfolio company of Norwest Equity Partners

Tate’s Bake Shop, provider of premium, all-natural cookies – signature thin, crisp cookies – and baked goods [consumer products, multiple channels to market, direct manufacturer, B2B2C]. Board-approved growth plan.
June 2017; portfolio company of The Riverside Company

Food State, manufacturer and distributor of whole food, nutritional supplements [consumer products, multiple distribution channels, direct manufacturing, B2C and B2B]. Facilitated senior management team annual planning retreat.
June 2017, division of PharmaVite

Sullivans, designer and distributor of home décor products to specialty retailers [consumer products, proprietary designed and sourced products, multiple distribution channels, B2B2C]. Board-approved strategic plan update.
June 2017; portfolio company of Fort Point Capital

WolfePak, provider of financial, accounting and regulatory compliance software to the oil and gas industry [SaaS model, go-to-market model, customer service model, proprietary development, B2B]. Board-approved strategic plan.
January 2017; portfolio company of Fort Point Capital

C. Mondavi & Family, provider of a portfolio of handcrafted wines from the Napa Valley [consumer products, two-step distribution, direct grower and producer, B2B-B2C].  Board-approved strategic plan.
August 2016

Kasasa by BancVue, financial technology and marketing services provider to community banks and credit unions across the U.S. [fintech, software and services, B2B-B2C]. Board-approved strategic plan.
July 2016; portfolio company of The Riverside Company

Greenphire, clinical payment processing technology, management and analytics software as well as proprietary workflow automation [healthcare, software and IT, B2C]. Board-approved growth plan.
July 2016; portfolio company of The Riverside Company

MILTONS, long-tenured client named “Best Specialty Store” by MR Magazine, a leading publication in the menswear fashion space - http://www.mr-mag.com/best-specialty-store-miltons-store-men/  [consumer products, retail, B2C]. Apex Growth Strategies acknowledged for contribution to success.
July 2016

Tate’s Bake Shop, provider of premium, all-natural cookies – signature thin, crisp cookies – and baked goods [consumer products, multiple channels to market, direct manufacturer, B2B2C].  Board-approved update to strategic plan.
July 2016; portfolio company of The Riverside Company

Stanton Carpet Corporation, leading distributor of premium carpet into the residential real estate industry, sourcing product from a global network of manufacturers [consumer products, multiple channels, B2B-B2C].  Organizational analysis and go-forward recommendations.
June 2016; portfolio company of Norwest Equity Partners

Trachte, manufacturer of preassembled and modularized control buildings for the power generation, chemical processing, data center and industrial markets [industrial, multiple channels to market, B2B]. Board-approved value creation plan.
May 2016; portfolio company of Morgenthaler Private Equity

Pro-Vigil, named an Independent Director to the Board of Directors of this provider of remote video surveillance and monitoring services for automotive dealerships, construction sites, utilities, and oil and gas companies [business services, software, B2B]. 
April 2016; portfolio company of The Riverside Company

Sullivans, designer and distributor of home décor products to specialty retailers [consumer products, proprietary designed and sourced products, multiple distribution channels, B2B2C]. Board-approved territory sales analysis and go-forward recommendations.
March 2016; portfolio company of Fort Point Capital

G5, SaaS-based digital marketing platform for multiple real estate verticals [software, services, B2B]. Board-approved strategic plan.
March 2016; portfolio company of Peak Equity Partners

Lexipol, provider of policy management and training platforms for law enforcement agencies, correctional facilities and fire departments [policy content, SaaS-based platform, B2B]. Board-approved strategic plan.
October 2015

YourMembership, software company that helps member-centric organizations provide more value to their members, expand their membership bases, and enhance overall operational efficiencies [SaaS-model membership software solution, B2B]. Board-approved strategic plan.
October 2015

Church Services, leading regional provider of HVAC, electrical, plumbing, foundation repair and pest control services [business services, geographic and service line expansion, B2C]. Board-approved strategic plan update.
August 2015

Sullivans, leading designer and distributor of seasonal and all-occasion home décor products to specialty retailers [consumer products, proprietary designed and sourced products, multiple distribution channels [B2B2C]. Board-approved strategic plan.
August 2015

Food State, leading manufacturer and distributor of whole food nutritional supplements [consumer products, multiple distribution channels, direct manufacturing, B2C and B2B]. Facilitated senior management team annual planning retreat.
August 2015

Tate’s Bake Shop, provider of premium, all-natural cookies – signature thin, crisp cookies – and baked goods [consumer products, multiple channels to market, direct manufacturer, B2B2C]. Board-approved strategic plan.
July 2015

Uinta Brewing Company, leading craft beer brewery, named after the only major east-west running mountain range located in the continental U.S. [consumer products, multiple channels to market, direct brewer/manufacturer, B2B2C]. Board-approved strategic plan.
July 2015

Connor Sport Court, develops and manufactures a complete line of indoor and outdoor sports flooring, for clients ranging from professional sports teams and large community centers to residential buyers [business and consumer products, multiple channels to market, direct manufacturing, B2B and B2B2C]. Board-approved strategic plan.
July 2015

Van Pool Transportation, leading provider of transportation services for special needs children in New England, delivering unmatched service to students, families, schools and districts [business services, route planning, fleet management, B2B]. Portfolio company of Fort Point Capital. Board-approved strategic plan.
May 2015

Health & Safety Institute realizes strong exit [Training, Education & Publishing, B2B] – Served as Independent Director on the Board; Click here to read press release
May 2015

PayLink Payment Plans provider of payment financing and processing services to facilitate the sale of vehicle service contracts [Business Services, B2B] – Board-approved strategic plan
April 2015

Independent Doctors of Optometric Care, provider of group purchasing services, marketing, and continuing-education offerings to independent optometrists [Healthcare Products & Services, B2B] – Board-approved update to the company’s strategic plan
April 2015

Milestone Partners, speaker at this middle market PE firm’s annual CEO Conference, “Key Success Factors to Creating & Realizing Value”
April 2015

Censis Technologies, SaaS-based surgical instrument tracking and workflow solutions for sterile processing departments of hospitals and ambulatory surgical centers [Software, B2B] – Board-approved strategic plan
February 2015

Safemark Systems, provider of in-room safes, lockers and mobility products to the hospitality market [Industrial, B2B] – Board-approved
November 2014

Southern Management, consumer finance products and services provider [Financial Services, B2C] – Senior Management-approved update to the original strategic plan
November 2014

The Tranzonic Companies, distributor of disposable maintenance, cleaning and safety products to the "away-from-home" marketplace [Industrial] – Named to the Board of Directors as an Outside Director
August 2014

Avure Technologies, designer, manufacturer and marketer of high pressure processing equipment [Industrial, Technology] – Board-approved strategic plan
August 2014

eCommission, real estate commission factoring services provider [Financial Services, B2B] – Board-approved strategic plan
May 2014

Lone Star Overnight, regional provider of overnight parcel delivery services [Business Services] – Outside Director participating in a Successful Exit
April 2014

The Kyjen Company, designer and distributor of branded dog toys [Consumer Products] – Board-approved strategic plan
April 2014