Recent News and Completed Engagements

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

In April of 2014, I was named President & CEO of IDOC and we were being appropriately challenged to refresh the strategic plan due to changing marketplace conditions and significant competitive pressures. Our PE owners suggested Eddie to assist us, as he was involved in the early days of the acquisition. We demanded a lot from Eddie to have our plan fleshed out in a short time period. I was very impressed by how quickly Eddie reacquainted himself with our company and the risks and opportunities we were facing. And more so, how he helped us identify the right areas of focus, gain alignment with the leadership team and the Board, and secure rapid approval of the plan. This was an important milestone moment for IDOC as it contributed to strong second half 2015 growth. We can point to the strat plan and Eddie Binder’s involvement as an inflection point.”

— Dave Brown
President & CEO
IDOC

Current portfolio company of
The Riverside Company