Equity Investments
< $75mm
Creating Partnerships.
Investing in Growth.
About Us
Link Growth Capital Partners is a private equity firm based in New York that specializes in investing in food & food ingredients, specialty chemicals, and industrial & business services industries in the U.S. and Canada. We focus on control buyouts and growth investments with an emphasis on sustainable and socially responsible investing.
The portfolio manager of Link Growth is a minority and woman-owned business enterprise. Our investment team has invested more than $1 billion during recessionary and expansionary periods and through full interest rate cycles and financial market conditions. The hallmark of every one of our investments is to complement our industry expertise and growth capital with the vision and execution capabilities of outstanding management teams to create substantial long-term value.
Why Companies want to work with us?
- Management teams trust us for our deep sector and financial expertise
- Collaborative approach, energy and fair play
- Creative problem solving -- we relieve impediments & seize opportunities
- Investing in resources to enhance growth and create value for all stakeholders
- We are available 24/7
- Have fun!
INVESTMENT APPROACH
Deep Sector Expertise
Building Relationships & Fostering Trust
Creative Problem Solving
Catalyzing Growth
LGCP investment strategy encompasses:
- Sectors with industry knowledge and expertise
- Partnerships and proprietary opportunities in the lower-middle market
- Recession resistant businesses with differentiated product or service offering, untapped market and growth potential
- Proactively working with portfolio companies to create value through strategic re-positioning, formulating growth strategies, cost optimization, operational improvements, and add-on acquisitions
Investment Criteria
Revenue
$15mm - $250mm
EBITDA
$3mm - $25mm
Businesses
- Defensible market niches
- Differentiated product or service expertise
- Sustainable competitive advantage and favorable industry dynamics
Opportunities
- Revitalize and redirect a company’s resources and strategy
- Identified expansion opportunities (organic and acquisitions)
Management Teams and Traits
- Highly qualified
- Proven track-record
- Stable free cash flow generation
- Recession resistant traits
Industry Focus
Food & Food Ingredients
- Spray-dried food ingredients
- Food Coatings
- Food Property Modifiers (preservation, shelf-life extension, viscosity)
- Encapsulated Food Products
- Value-add food manufacturing
- Freeze dried food ingredients
- Size Reduction and Value-add Blending Services
- Food Safety & Nutrition
Specialty Chemicals
- Water Treatment Chemicals
- Personal Care Chemicals
- Coatings, Adhesives, Sealants, Elastomers (CASE)
- Polymer Additives
- Catalysts
- Value-Add Distribution
Industrial/Business Services
- Environmental & Waste Treatment Services
- Industrial Safety & Engineering Services
- Data and Information Services
- Retail Energy marketing
- Specialty Manufacturing
Transaction Types
Management Buyouts
Leveraged Control Buyouts
Growth Capital
Recapitalization
Corporate Divestitures
Going-private transactions
Team
Link Growth’s co-founders have worked together in private equity investing for more than 20 years. The Investment Team has demonstrable success in managing diverse private equity buyout funds, originating and executing deals, executing on growth strategies, helping turnaround companies, and monetizing investments.
Investment Team
Elizabeth Varley Camp
Principal
Gerald Blount
Vice President
Operating Partners
Charles (Chuck) Grant
Operating Partner
Marty Silver
Operating Partner
Israel Rodriguez
Operating Partner
Portfolio
Current Investments
Prior Investment Involvement
Case Studies
ESG
- Leverage our investment team’s talent/industry knowledge, and investors’ capital/ideas to be a leader in sustainable and socially responsible investing
- Uncompromising focus on health, wellness, and nutrition
- Fostering the use of natural/renewable products and clean-label product formulations
- Steadfast focus and capital investment in preserving the environment
- We intend to donate 20% of the General Partner’s carry for development of inner cities, low-income families children’s education, women development opportunities, and environmental preservation
- Promoting a diverse workforce in portfolio companies. The General Partner of the Fund is a minority and woman-owned business enterprise.
Contact
Please reach out to a member of our team to discuss potential investment opportunities.
- LINK
- 3 Hanover Road
- Scarsdale, New York 10583
- 914-420-9769
Shivani Khurana
Co-founder and Managing Partner
Shivani Khurana is a co-founder and managing partner of Link Growth and has over 20 years of experience in private equity, investment management and investment banking. Most recently, Ms. Khurana was a managing director at MVC Capital (NYSE: MVC), which she joined in 2004, and helped build MVC and affiliated buyout funds into a $1.5 billion asset manager, served on the Board of Directors, and managed several portfolio companies. She was also co-head of specialty chemicals and food ingredients investment verticals of Public Pension Capital, an affiliate of MVC Capital. Before joining MVC, Ms. Khurana worked at Cadigan Investment Partners, a middle-market private equity firm; in the restructuring group of Wachovia Securities where she specialized in distressed debt investing and turnaround financing; and the investment banking group of Merrill Lynch. Her prior experience includes managing a diversified U.S. and European equities portfolio at Al-Ahlia Investment Company. Ms. Khurana received a Bachelor of Commerce with accounting honors from Panjab University, India; an MBA in Finance from University of Sheffield, UK; and an M.S. in Finance from University of Rochester, New York.
Puneet Sanan
Co-founder and Managing Partner
Puneet Sanan is a co-founder and managing partner of Link Growth and has over 22 years of experience in private equity, corporate finance and investment banking with expertise in originating, developing, analyzing, structuring, financing and negotiating leveraged and management buyouts, recapitalizations and growth capital financing for lower-middle market companies. Most recently, Mr. Sanan was a managing director at MVC Capital (NYSE: MVC), which he joined in 2004 and helped build MVC and affiliated buyout funds into a $1.5 billion asset manager. He was also co-head of specialty chemicals and food ingredients investment verticals of Public Pension Capital, an affiliate of MVC Capital. Prior to joining MVC, he was an investment banker at UBS and PaineWebber, prior to which he worked as a chemical engineer in the chemical industry. Mr. Sanan has served on the corporate board of several U.S. and European companies and has had significant investment success growing companies and turning around underperforming ones. Mr. Sanan received a Bachelor of Engineering (Honors) in Chemical Engineering from Panjab University, India; and an MBA in Finance from The University of Texas at Austin; and has passed the Series 7 and 63 NASD qualifying examinations.
Elizabeth Varley Camp
Principal
Elizabeth Varley Camp is a principal of Link Growth and has over 30 years of private equity experience, managing multi-billion dollar investment funds and investing in over 20 control transactions. She is a founder of Alpha Investment Holdings, a merchant banking firm which arranges private transactions on behalf of family owners. She has worked at firms including Goldman Sachs where she was a Managing Director for seven years, helping build the asset management division’s private equity investment business there to over $15 billion in assets under management; and Gibbons Goodwin, van Amerongen, one of the pioneering private equity investment firms, where she was a partner for 11 years. Ms. Camp started her career at Morgan Stanley, in the Mergers and Acquisitions department. She has served on seven corporate boards and 22 private equity advisory boards. She is currently a Trustee of Prospect Schools in New York which oversees a $40 million network of charter schools. Ms. Camp received a B.A. cum laude from Williams College, from which she graduated Phi Beta Kappa, and an M.B.A. from the Yale School of Management.
Gerald Blount
Vice President
Gerald Blount is a vice president of Link Growth and has over 12 years of accounting experience with mid-sized public and private companies in various business sectors. He also serves as the Financial Controller of Summit Custom Spray Drying. Mr. Blount’s strength is organizing, improving, and establishing internal guidelines in order to publish financial reports and other KPI metrics. Previously, Mr. Blount worked for Johanna Foods, a food and beverage manufacturer, serving as the finance manager. There he supervised the accounts payable, accounts receivable, and billing departments while also being on the implementation team for a new accounting software and new warehouse software. Mr. Blount received a Bachelor of Science in Financial Economics from Binghamton University, New York and an MBA in Accounting from Monmouth University, New Jersey.
Charles (Chuck) Grant
Operating Partner
Charles (Chuck) Grant is a seasoned industrial services executive and has worked as an operating partner for private equity funds. He has an extensive background in several industries growing companies, start-ups and restructuring situations. Mr. Grant has global experience in North America, China, Asia and Europe. He was the President and CEO of SP Industries from 2002-2013, which he built organically and through acquisitions, and sold to a financial buyer. Prior to that he held senior level management and accounting roles at SPX, Becton Dickinson and PricewaterhouseCoopers for 25 years. He currently serves on the boards of directors of Tenex Health, Old Nassau, Community Council, Halifax Hospital Foundation, the Civic League of Volusia County and Oceanside Country Club. Mr. Grant has a B.S. degree in accounting and finance from Northeastern University and an MBA in finance from Columbia University.
Marty Silver
Operating Partner
Marty Silver is a food industry veteran with more than 40 years of industry experience. He served as CEO of Hebrew National division of ConAgra Foods from 2000-2005; prior to which, he spent over 30 years with Hebrew National taking it from a privately-owned regional company to a publicly owned National brand -- establishing it as one of the Top 3 hot dog brands in the United States. Over his 40-year career as a leader in the food industry, he has negotiated supply agreements, labor agreements and established processing procedures and streamlined product flow from food-source to the shelf. He has helped develop breakthrough marketing programs.
Israel Rodriguez
Operating Partner
Israel Rodriguez is a seasoned process engineer and manager in the Food, Flavors, Botanicals and Nutraceuticals global industry for over 30 years. He also serves as the General Manager of Summit Specialty Ingredients, which he joined in 2011, and has helped the company’s growth and sales. Before joining Summit, Mr. Rodriguez worked at Naturex where he assisted Naturex in building unique branded products as well as increasing sales from $500mm in 2003 to over $900mm in 2007. Prior to that, he helped Frutarom grow its business from $28mm sales in 1998 to $96mm in 2002. Mr. Rodriguez also worked for a US corporation Sensient Technologies formally known as Universal Flavors where he began his career in 1992 and helped the growth of the company through strategic process developments. Mr. Rodriguez is an undergraduate with a B.S. from the Stevens Institute of Technology, New Jersey.
Terms and Conditions of Use
The information offered by Concentric Investment Partners, LP (“Concentric”, “we” or “us”) on this website and the information contained herein for general overview purposes only, and only subject to these terms and conditions (the “Terms and Conditions”). These Terms and Conditions apply to all users. By entering this website or by transmitting any information to the website, you acknowledge and agree to all of the Terms and Conditions. Please read them carefully. If you do not agree to the Terms and Conditions, please do not use this website. Any use of this website in a manner inconsistent with these Terms and Conditions is deemed unauthorized access and may subject the user to civil or criminal penalties. We reserve the right to revise these Terms and Conditions at any time and for any reason, without notice or obligation, by updating this posting. Your continued use of this website following the posting of any changes to the Terms and Conditions will mean that you accept the revised terms. We strongly recommend that you regularly review the Terms and Conditions.
Disclaimers
This website is not intended to be, should not be used or construed as, and is not, an offer to sell, a solicitation of any offer to buy, or a recommendation of an investment in any security. The website does not contain material information regarding any security, and no offer or solicitation may be made other than through the delivery of definitive offering documents, the information contained in which would supersede any information provided herein. Offers of securities will only be made where lawful, and in compliance with applicable law.
Concentric is not utilizing the website to provide investment or other advice, and no information or material on the website should be considered a recommendation to buy or sell any security, or be relied upon for the purpose of making investment decisions. In addition, no information, content, or other materials contained on the website should be construed or relied upon as investment, legal, accounting, tax, or other professional advice or in connection with any offer or sale of securities.
Concentric makes no representation that transactions, products, or services discussed on the website are available or appropriate for sale or use in any jurisdictions or by any investor. Persons who access the website do so at their own initiative and are responsible for compliance with local laws or regulations.
While Concentric uses reasonable efforts to obtain information from reliable sources, Concentric makes no representations or warranties as to the accuracy, reliability or completeness of any information or document on the website obtained from outside sources. Unsourced statements should be understood to reflect the subjective beliefs, opinions, expectations, or understandings of Concentric, which may be inaccurate. This website contains forward-looking statements, which reflect Concentric’s views with respect to, among other things, Concentric’s operations and financial performance. Such forward-looking statements are subject to various risks and uncertainties and speak only as of the date on which they are made. There are many factors that could cause actual outcomes or results to differ materially from those indicated in any forward-looking statement. You can identify these forward-looking statements by the use of words such as “outlook," “indicator," “believe," “expect," “potential," “continue," “may," “should," “seek," “approximately," “predict," “anticipate," “optimistic," “intend," “plan," “estimate," “aim," “will” or the negative version of these words or similar expressions. Concentric undertakes no obligation to update publicly or revise any information on the website, whether as a result of new information, future developments or otherwise. Opinions and any other information on the website are subject to change without notice.
Past performance is not indicative of future results; no representation is made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided.
Certain information relating to prior experience contained on this website is for illustrative purposes only to demonstrate the management, fundraising, and sourcing activity of certain personnel while employed at other firms. In certain cases, other investment professionals or firms had substantial involvement in and/or decision-making authority over, and made substantial contributions to the making and management of, certain of such investments, and certain of such individuals and firms will not be involved in Concentric or the making and management of its investments.
Third-party logos included herein are provided for illustrative purposes only. Inclusion of such logos does not imply affiliation with or endorsement by such firms or businesses. There is no guarantee that Concentric will work with any of the firms or businesses whose logos are included on this website in the future.
This website has not been filed with or reviewed by the U.S. Securities and Exchange Commission or any U.S. or non-U.S. governmental or self-regulatory authority. Investments in securities involve numerous risks, including but not limited to market, currency, economic, regulatory, tax, political, business, and other risks. There can be no guarantee that an investment in securities will be profitable, or that investors in securities will not lose some or all of their investment.
Legal and Privacy Notices
Legal requirements in various countries and jurisdictions may restrict the types of information that can be accessed on the internet or how it may be used. Persons who view or obtain information from this website should inform themselves of and observe any such restrictions in the jurisdiction in which they access this website. All visitors to this website should refer to our Privacy Policy.
Privacy Policy
Your privacy is important to Concentric Investment Partners, LP and its affiliates (together, “Concentric,” “our,” “us,” “we” or “company”). To better protect your privacy, we are providing information explaining our online information practices.
This Website Privacy Policy (this “Privacy Policy”) describes how we gather and use information for visitors of this website. Please read this Privacy Policy carefully. If you do not agree with any of the terms and conditions contained herein, please do not access or otherwise use this website.
This Privacy Policy constitutes a legally binding agreement between Concentric and you, the user of this website. By entering and using this website, you acknowledge your acceptance of, and agree to be bound by, the Privacy Policy stated herein, our Terms and Conditions and all additional terms incorporated by reference herein. If you do not agree to this Privacy Policy, please do not access or use this website.
THE INFORMATION WE COLLECT AND HOW WE USE IT
We may collect various types of information from users of this website. Concentric generally does not, however, collect any personally identifiable information such as names, home addresses or e-mail addresses from users of this website, unless a user contacts us directly.
To the extent that you provide us with any personally identifiable information through or in connection with this website, we may use such information for Concentric’ business purposes, but will not disclose any personally identifiable information about you to anyone, except as permitted or required by law or regulation and to service providers. In providing personally identifiable information to Concentric, you consent to Concentric’ use of such personally identifiable information for the purposes described in this Privacy Policy.
The transmission of information and data via the Internet is not completely secure. Although we make an effort to protect your personal data, we cannot guarantee the security of any information or data transmitted to or through our website; any transmission of information or data by you to or through this website is at your sole risk.
CAPACITY
You represent to Concentric that you have the authority to visit this website. This website is only intended for individuals who are at least 18 years of age. We do not knowingly encourage or solicit visitors to this website who are under the age of 18 or knowingly collect personal information from anyone under the age of 18 without parental consent. If we learn we have collected or received personal information from an individual under the age of 18, we will delete that information.
COOKIES
Information regarding how you access this website (e.g., browser type, access times and Internet Protocol (IP) address) and your hardware and software is automatically collected through the use of cookies (a small text file placed on your hard drive) or other technologies or tools. This information is used to improve website performance and for our business purposes. Where cookies are not necessary for us to provide the products or services you have requested or for the functioning of this website, we will ask you to consent to their use. You may opt-in to accept cookies automatically by changing the settings on your browser. If you opt-out of certain cookies, you may not be able to access certain parts of this website. You may visit www.aboutcookies.org to review comprehensive information about cookies, how they are used and how you may manage your cookie preferences.
This website uses Google Analytics, which collects information on site visitors and usage through cookies. (For more information on how Google Analytics collects and processes data, visit www.google.com/policies/privacy/partners). By using the site you hereby understand and consent to Google’s collection and processing of any data submitted by you to Concentric (including personally identifiable information such as IP address, domain name, webpage, the length of time spent on the site, or the pages accessed while visiting the site).
You may access any personally identifiable information we have about you by contacting us at info@concentricpartners.com .
NOTIFICATION OF CHANGES
We reserve the right to amend this Privacy Policy from time to time and for any reason, in our sole discretion, without notice, by updating this Privacy Policy. Accordingly, users are strongly encouraged to review our Privacy Policy regularly. If we decide to change our Privacy Policy, we will post those changes so our users are always aware of what information we collect, how we use it and under what circumstances, if any, we disclose it. If at any point we decide to collect personal information or use any collected information in a manner different from that stated at the time it was collected, we will notify users by posting changes on this page. We will use information only in accordance with the Privacy Policy under which the information was collected. Your continued access or use of this website following the posting of changes to this Privacy Policy means that you accept such revisions, changes and/or amendments. If you object to any of the changes to this Privacy Policy, please stop accessing this website. Please check this page frequently and review any changes to this Privacy Policy carefully so you are aware of any changes, as they are binding on you.
MISCELLANEOUS
Please review the Terms and Conditions on our website prior to accessing this website.
CONTACT US
If you have any questions or concerns about this Privacy Policy, please contact us at info@concentricpartners.com .
CALIFORNIA WEBSITE PRIVACY POLICY
Date: March 2021
This California Website Privacy Policy supplements the Website Privacy Policy with respect to specific rights granted under the California Consumer Privacy Act of 2018 (as amended, the “CCPA”) to natural person California residents and provides information regarding how such California residents can exercise their rights under the CCPA. This supplement is only relevant to you if you are a resident of California as determined in accordance with the CCPA. Information required to be disclosed to California residents under the CCPA regarding the collection of their personal information that is not set forth in this CCPA supplement is otherwise set forth in the Website Privacy Policy. To the extent there is any conflict with the privacy requirements under the Gramm-Leach-Bliley Act and/or Regulation S-P (“GLB Rights”), GLB Rights shall apply.
What does this Website Privacy Policy apply to?
This Website Privacy Policy applies solely to your interactions with us through our Website (as defined below). If you provide personal information to use through another means (e.g., as an employee or seeking employment, as a client, or as an investor) then a separate privacy notice will govern that personal information.
What information do we collect about you?
We collect limited types of personal information through our website and investor reporting portals as well as through other electronic communications (e.g., emails), as applicable (collectively, the “Website”). The types of personal information we collect about you depend on the nature of your interaction with us. The categories of personal information we have collected from individuals on this Website over the last twelve (12) months may include the following:
- Identifiers, such as contact details and Internet Protocol address;
- Commercial information, such as account data;
- Internet or other electronic network activity information, such as information regarding your use of our Website (e.g., cookies, browsing history and/or search history), as well as information you provide to us when you correspond with us in relation to inquiries.
We do not knowingly collect or solicit personal information from anyone under the age of 18.
How do we obtain your personal information?
In connection with forming and operating our Website, we collect and maintain your nonpublic personal information from the following sources:
- Information from your communications with us in connection with this Website, including any update notices provided by you.
- Information captured on our Website, including registration information, information provided through online forms and any information captured via cookies.
We may combine personal information that you provide to us with information that we collect from or about you from publicly available sources. This will include information collected in an online or offline context.
How do we use your personal information?
We will use your personal information for one or more of the following business purposes:
- To perform services for you.
- To improve our Website and the products and services that we offer and notify you about changes to our products and services.
- To communicate with you, including responding to requests for information submitted by you through referencing our Website.
- To keep a record of your relationship with us.
- Ongoing operations, administrative, accounting, reporting, account maintenance and other processes.
- To audit and verify the quality and effectiveness of our services and compliance.
- To detect security incidents and to protect against malicious, deceptive, fraudulent, or illegal activity.
- To generally comply with U.S., state, local and non-U.S. laws, rules and regulations.
Additionally, we may use your personal information to keep you informed of our products and services, if you have provided your consent to us doing so, or where we have an existing relationship with you and we wish to contact you about products and services similar to those which we provide you, in which you maybe interested. You may opt-in to certain kinds of marketing, or all forms of marketing at any time, by contacting us and you may unsubscribe to receiving emails by clicking on the “opt-out” or “unsubscribe” link provided in all our marketing emails.
Who do we share your personal information with?
We do not sell any of the personal information we collect about you to third parties.
We do not disclose any nonpublic personal information about you to anyone, except as permitted or required by law or regulation and to affiliates and service providers, including but not limited to service providers, employees, agents, contractors, consultants, professional advisers, lenders, data processors and persons employed and/or retained by them. We may also disclose your information to other parties as maybe required by law or regulation, or in response to regulatory inquiries.
Within the last twelve (12) months, we have shared each of the categories of personal information collected in connection with this website with affiliates and service providers as set forth above in “What information do we collect about you?”
We may also share your personal information with applicable third parties in the event of a reorganization, merger, sale, acquisition, assignment, bankruptcy proceeding, or other disposition of all or a portion of our business, assets, or shares.
How do we keep your personal information secure?
We consider the protection of sensitive information to be a sound business practice, and to that end we employ appropriate organizational, physical, technical, and procedural safeguards, which seek to protect your personal information in our possession or under our control to the extent possible from unauthorized access and improper use.
Your rights under the CCPA
Deletion Rights: You have the right to request that we delete any of your personal information that we retain, subject to certain statutory exceptions, including, but not limited to, our compliance with U.S., state, local and non-U.S. laws, rules and regulations. We will notify you in writing if we cannot comply with a specific request and provide an explanation of the reasons.
Disclosure and Access Rights: You have the right to request that we disclose to you certain information regarding our collection and use of personal information specific to you over the last twelve (12) months. Such information includes:
- the categories of personal information we collected about you;
- the categories of sources from which the personal information is collected;
- our business or commercial purpose for collecting such personal information;
- the categories of third parties with whom we share the personal information;
- the specific pieces of personal information we have collected about you; and
- whether we disclosed your personal information to a third party, and, if yes, the categories of personal information that each recipient obtained.
No Discrimination: We will not discriminate against you for exercising your rights under the CCPA, including by denying service, suggesting that you will receive, or charging, different rates for services or suggesting that you will receive, or providing, a different level or quality of service to you.
How to Exercise Your Rights: To exercise any of your rights under the CCPA, or to access this notice in an alternative format, please submit a request on your behalf using any of the methods set forth in the Contact Us section below.
Contact Us
For any requests relating to the exercise of your rights under the CCPA, or questions regarding our processing of your personal information, please submit or have your authorized representative submit a request and telephone number by email at the following address: info@concentricpartners.com .
We will contact you to confirm receipt of your request under the CCPA and request any additional information necessary to verify your request. We verify requests by matching information provided in connection with your request to information contained in our records. Depending on the sensitivity of the request and the varying levels of risk in responding to such requests (for example, the risk of responding to fraudulent or malicious requests), we may request further information or your investor portal access credentials, if applicable, in order to verify your request. You may designate an authorized agent to make a request under the CCPA on your behalf, provided that you provide a signed agreement verifying such authorized agent’s authority to make requests on your behalf, and we may verify such authorized person’s identity using the procedures above.
Our goal is to respond to any verifiable consumer request within forty-five (45) days of our receipt of such request, but in certain cases, additional time might be required. Please contact us at info@concentricpartners.com with any questions about this California Website Privacy Policy.
EU WEBSITE PRIVACY POLICY
OUR COMMITMENT TO PRIVACY
Your privacy is important to Concentric Private Equity Partners, LP and its affiliates (together, “Concentric,” “our,” “us,” “we” or “company”). To better protect your privacy, we are providing information explaining our online information practices.
This EU Website Privacy Policy describes how we gather and use information for visitors of this website, or investors who use our online investor portal, in each case, that are from the EU and supersedes the Privacy Policy of Concentric linked to this website with respect to EU users, as applicable. Please read this EU Website Privacy Policy carefully.
For the purposes of applicable EU laws, Concentric and its affiliated general partners and managing members will each be a data controller of any personal data collected by us. If you have any questions regarding our use of your personal data, or this EU Website Privacy Policy, please contact us at info@concentricpartners.com .
We rely on various legal bases under applicable data protection legislation in order to process your personal information (e.g., name, title, address, email, date of birth, IP address, financial data, username, password, etc.), including our legitimate interests, contractual necessity and as required by law. We use the personal information we collect to operate our business and provide you with the services and products we offer and perform essential business operations. We do not collect any special categories of personal information about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.
If we require your personal information due to a legal requirement, obligation, or in order to perform a contract with you, we will make you aware of this at the time we collect your personal data, and the possible consequences of you failing to provide this personal data. Failure to provide this information means that we cannot provide our services or products to you. In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.
Further information about the legal bases under which we process your personal information is included in the section headed “Why we use your personal information.”
You do not need to take any action as a result of this EU Website Privacy Policy, but you do have certain rights as described below in the section headed “Your rights.”
HOW WE OBTAIN YOUR PERSONAL INFORMATION
Information you provide to us
We collect your personal information when you decide to interact with us and we only collect the information necessary to carry out our business for the purposes set out below. You can provide us with personal information via online form, email, post, telephone and this website and when you log into the investor online portal. We also collect information about you through automated technology.
Information provided by third parties or publicly available sources
We also process information in relation to companies that we are evaluating in connection with a potential investment in or purchase of such companies. In this situation, your personal data will be provided to us by third parties involved in that potential transaction (including the target of any investment).
WHY WE USE YOUR PERSONAL INFORMATION
To the extent that you provide us with any personal information, through or in connection with this website (i.e., via online form, telephone, email or post) or the investor online portal, we may use such information for the following purposes:
| Purpose | Legal Basis |
|---|---|
| To provide you with the services or products you have requested | Contractual necessity |
| To keep a record of your relationship with us | Legitimate interest |
| To verify your identity | Legal requirement |
| To conduct due diligence activities in connection with an actual or prospective corporate transaction or investment with respect to which we are party to | Legitimate interest |
| Fraud and abuse prevention | Legitimate interest |
| Litigation management and conducting internal audits and investigations | Legitimate interest |
| To administer and protect our business and this website | Legitimate interest |
| To make suggestions and recommendations to you about goods or services that may be of interest to you. | Legitimate interest |
No automated decision-making, including profiling, is used when processing your personal information.
MARKETING
We may send you direct marketing communications to keep you informed of our products and services in which you might be interested either where we have obtained your prior consent or based on our legitimate business interests where we have an existing relationship with you and we wish to contact you about similar products or services in which you may be interested. You may opt-in to certain kinds of marketing, and all forms of marketing at any time, by contacting us at info@concentricpartners.com. You can also click on the unsubscribe link provided in our marketing emails, if applicable, or by contacting us at info@concentricpartners.com .
DISCLOSURE AND TRANSFER OF PERSONAL INFORMATION
The transmission of information and data via the Internet is not completely secure. Although we do our best to protect your personal data, we cannot guarantee the security of any information or data transmitted to or through this website; any transmission of information or data by you to or through this website is at your sole risk.
Your personal information will be shared with and processed by our affiliates and certain service providers as necessary to fulfil the purposes set out in this policy, including service providers, employees, agents, contractors, consultants, professional advisers, lenders, data processors and persons employed and/or retained by any of the foregoing. We seek assurances that our standards for data security are met by anyone who enters into an agreement providing a service to, or for us, involving personal data. To the extent your personal information is transferred to countries outside of the EEA, such transfers will only be made in accordance with applicable data privacy laws. For further information about the safeguards/derogations used, please contact us at info@concentricpartners.com .
We reserve the right to disclose your personal information as required by law, or when we believe that disclosure is necessary to protect our rights and/or comply with a judicial proceeding, court order, request from a regulator, national security, for the purposes of public importance or any other legal or investigatory process involving us. Should we, or any of our affiliated entities, be the subject of a takeover, divestment or acquisition, we may disclose your personal information to the new owner of the relevant business and their advisors on the basis of our legitimate interest.
SECURITY AND RETENTION OF PERSONAL INFORMATION
We are committed to protecting the personal information you entrust to us. We adopt robust and appropriate technologies and policies, so the information we have about you is protected to the extent possible from unauthorized access and improper use. In addition, we limit access to your personal information to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.
We have put in place procedures to deal with any suspected personal information breach and will notify you and any applicable regulator of a breach where we are legally required to do so.
We will keep your personal information only for as long as is reasonably necessary for the purposes set out in this EU Website Privacy Policy, unless a longer retention period is required by law. We will not keep more information than we need for those purposes. For further information about how long we will keep your personal information, please contact us at info@concentricpartners.com .
CAPACITY
This website is only intended for individuals who are at least 18 years of age. We do not knowingly encourage or solicit visitors to this website who are under the age of 18 or knowingly collect personal information from anyone under the age of 18 without parental consent. If we learn we have collected or received personal information from an individual under the age of 18, we will delete that information.
COOKIES
Information regarding how you access this website (e.g., browser type, access times and Internet Protocol (IP) address) and your hardware and software is automatically collected through the use of cookies (a small text file placed on your hard drive) or other technologies or tools. This information is used to improve website performance and for our business purposes. Where cookies are not necessary for us to provide the products or services you have requested or for the functioning of this website, we will ask you to consent to their use. You may opt-in to accept cookies automatically by changing the settings on your browser. If you opt-out of certain cookies, you may not be able to access certain parts of this website. You may visit www.aboutcookies.org to review comprehensive information about cookies, how they are used and how you may manage your cookie preferences.
YOUR RIGHTS
You have the right to access the personal information we hold about you, and there are many ways you can control the way in which and what information we store and process about you. To exercise these rights and controls, please contact us at info@concentricpartners.com.
- Access: You have the right to ask for a copy of the personal information that we hold about you free of charge; however, we may charge a “reasonable fee,” if we think that your request is excessive, to help us cover the costs of locating the information you have requested.
- Correction: You may notify us of changes to your personal information if it is inaccurate or it needs to be updated.
- Deletion: If you think that we should not be holding or processing your personal information anymore, you may request that we delete it. Please note that this may not always be possible due to legal obligations.
- Restrictions on use: You may request that we stop processing your personal information (other than storing it), if: (i) you contest the accuracy of it (until the accuracy is verified); (ii) you believe the processing is against the law; (iii) you believe that we no longer need your data for the purposes for which it was collected, but you still need your data to establish or defend a legal claim; or (iv) you object to the processing, and we are verifying whether our legitimate grounds to process your personal information, override your own rights.
- Object: You have the right to object to processing, including: (i) for direct marketing; (ii) for research or statistical purposes; or (iii) where processing is based on legitimate interests.
- Portability: If you wish to transfer your personal information to another organization (and certain conditions are satisfied), you may ask us to do so, and we will send it directly if we have the technical means.
- Withdrawal of consent: If you previously gave us your consent (by a clear affirmative action) to allow us to process your personal information for a particular purpose, but you no longer wish to consent to us doing so, you can contact us to let us know that you withdraw that consent.
We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal information (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.
NOTIFICATION OF CHANGES
We reserve the right to amend this EU Website Privacy Policy from time to time by updating this EU Website Privacy Policy. If we decide to change our EU Website Privacy Policy, we will post those changes so our users are always aware of what information we collect, how we use it and under what circumstances, if any, we disclose it. If at any point we decide to collect personal information or use any collected information in a manner different from that stated at the time it was collected, we will notify applicable users. We will use information only in accordance with this EU Website Privacy Policy under which the information was collected.
CONTACT US
If you have any questions or concerns about this EU Website Privacy Policy, please contact us at info@concentricpartners.com.
COMPLAINTS
Should you wish to lodge a complaint with regards to how your personal information has been processed by us, please contact your local supervisory authority. In the UK, this is the Information Commissioner’s Office – https://ico.org.uk/global/contact-us.
Role:
Originated and managed the investment. CEO and Chairwoman
-
Summit Specialty Ingredients
- Company
- Summit Specialty Ingredients
- Website
- www.summit-si.com
- Description
- Summit Specialty Ingredients (“Summit”) is a leading manufacturer of spray drying ingredients for the food, flavor, beverage, nutraceutical, and personal care industries. It has manufactured more than 2,000 ingredients including vitamins, bio yeast, nutraceuticals, acai, sports drink powders, protein powders, food stabilizers, natural product stabilizers, fenugreek, antioxidants, etc.
-
Choice Adhesives Corporation
- Company
- Choice Adhesives Corporation
- Website
- www.choiceadhesivescorp.com
- Description
- Choice Adhesives Corporation (“Choice”) is a manufacturer and distributor of specialty, custom formulated industrial adhesives. Choice manufactures solvent‐based, water‐based, canister/aerosol, and hot melt adhesives for a wide variety of end-market applications, including high pressure laminates, building products, footwear, plastics, flooring, belting, and foam fabrication.
Role:
Originated and managed the investment. Chairwoman
-
Great American Gas & Electric
- Company
- Great American Gas & Electric
- Website
- www.ga-ge.com
- Description
- Great American Gas & Electric (“GAGE”) is a leading marketer of natural gas and electricity to commercial, industrial, and municipal customers offering customized products in New York, New Jersey, Ohio, Massachusetts, Maine and Rhode Island. Its mission is to help its customers (such as banks, hospitals, property management companies, manufacturing companies) lower their energy costs and manage their carbon footprint.
Role:
Originated the investment. Board Member
-
Bluegrass Ingredients
- Company
- Bluegrass Ingredients
- Website
- www.bluegrassingredients.com
- Industry
- Food & Food Ingredients
- Description
- Bluegrass Ingredients (“Bluegrass”) is a manufacturer of dairy and non-dairy ingredients for food, flavor and beverage companies. It formulates and manufactures cheese powders, specialty dairy powders, and a variety of specialty non-dairy ingredients.
Role:
Originated, managed and sold the investment. Board Observer
-
Dakota Growers Pasta Company
- Company
- Dakota Growers Pasta Company
- Website
- www.dakotagrowers.com
- Industry
- Food & Food Ingredients
- Description
- Dakota Growers Pasta Company (“Dakota Growers”) is the third largest dry pasta manufacturer in North America with leadership positions in private label retail, foodservice and ingredient channels.
Role:
Originated, managed and sold the investment. Board Member
-
Impact Confections, Inc.
- Company
- Impact Confections, Inc.
- Industry
- Food & Food Ingredients
- Description
- Impact Confections (“Impact”) was a high-quality manufacturer of kids cady sold through mass merchants, convenience, drug and grocery stores throughout the U.S. Impact’s products included novelty candies such as Circus Peanuts and iconic brands such as Warheads, Soda Pop, Linda Lollies 1 oz. lollipop, etc.
Role:
Managed the investment.
-
Morey’s Seafood International
- Company
- Morey’s Seafood International
- Website
- www.moreys.com
- Industry
- Food & Food Ingredients
- Description
- Morey’s Seafood International (“Morey’s”) is a manufacturer, marketer and distributor of seafood. They sell hundreds of products including private label and under the Morey’s food label.
Role:
Originated, managed and sold the investment. Chairwoman
-
Summit Reheis
- Company
- Summit Reheis
- Industry
- Specialty Chemicals
- Description
- SummitReheis (“SummitReheis”) is the leading global manufacturer of specialty chemical active ingredients used in antiperspirants and deodorants (APDO). The Company is the cost, innovation and quality leader and sells to customers globally including most major APDO brands.
Role:
Originated, managed and exited the investment.
-
Natural Products
- Company
- Natural Products
- Industry
- Specialty Chemicals
- Description
- Naturals Products (“Natural Products”) was a manufacturer and marketer of natural and organic personal care products organized through two divisions, Levlad and Arbonne.
Role:
Originated, managed and exited the investment.
-
Henry Company
- Company
- Henry Company
- Website
- www.henry.com
- Industry
- Specialty Chemicals
- Description
- Henry Company (“Henry”) provides building envelope systems that control the flow of water, air, vapor and energy in a building. It manufactures and sells roof coatings, cements, and driveway maintenance products.
Role:
Originated, managed and exited the investment.
-
Innovative Brands, LLC
- Company
- Innovative Brands, LLC
- Industry
- Specialty Chemicals
- Description
- Innovative Brands (“Innovative Brands”) is a specialty chemicals/consumer products company that acquired and repositioned popular consumer product brands such as Pert Plus shampoo/conditioner and Sure antiperspirant brand.
Role:
Originated, managed and exited the investment.
-
Benchmark Performance Group and Terramark
- Company
- Benchmark Performance Group and Terramark
- Industry
- Specialty Chemicals
- Description
- Benchmark Performance Group (“Benchmark”) is a developer and supplier of specialty chemicals for the oil/gas well pressure pumping services industry. The company manufactured guar gum slurries, cross-linkers, cementing additives, drilling fluids and other proprietary and commodity chemicals.
Role:
Originated, managed and successfully sold the investment. Chairman
-
U.S. Gas & Electric, Inc.
- Company
- U.S. Gas & Electric, Inc.
- Website
- www.usgande.com
- Industry
- Business Services
- Description
- U.S. Gas & Electric (“USG&E”) is a retail energy marketer of natural gas and electricity to residential and small commercial customers in 11 states (NY, NJ, CT, PA, MI, OH, IL, IN, KY, MD and MA) and DC. It provides choice and an opportunity to save costs to its customers in deregulated energy markets.
Role:
Originated, managed and successfully sold the investment. Board Member
-
Plymouth Rock Energy, LLC
- Company
- Plymouth Rock Energy, LLC
- Website
- www.plymouthenergy.com
- Industry
- Business Services
- Description
- Plymouth Rock Energy (“Plymouth”) is a retail energy marketer of natural gas and electricity to commercial and industrial. It provides competitive pricing, choice and an opportunity to save costs to its customers in deregulated energy markets.
Role:
Originated, managed the investment. Board Member
-
Custom Alloy Corporation
- Company
- Custom Alloy Corporation
- Website
- www.customalloy.us
- Industry
- Industrial Services
- Description
- Custom Alloy (“Custom Alloy) is a leading time and mission-critical manufacturer of seamless and butt-weld fittings and forgings catering to the military, shipbuilding (nuclear submarines and aircraft carriers), aerospace, mining, gas transmission, chemical, petrochemical, oil & gas drilling, and power generation industries.
Role:
Originated, managed and successfully sold the investment. Board Member
-
Octagon Credit Investors
- Company
- Octagon Credit Investors
- Website
- www.octagoncredit.com
- Industry
- Business Services
- Description
- Octagon Credit Investors (“Octagon”) is a leading below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity) investments.
Role:
Originated, managed and exited the investment.
-
Total Safety
- Company
- Total Safety
- Website
- www.totalsafety.com
- Industry
- Industrial Services
- Description
- Total Safety (“Total Safety”) is a leading global provider of integrated industrial safety services, equipment and compliance solutions, providing safety equipment, technology and data that make a meaningful difference in the way businesses run. With presence in more than 20 countries, it helps its customers increase employee health and safety, meet compliance and regulatory requirements, boost productivity and reduce downtime.
Role:
Originated, managed and exited the investment.
-
Strategic Outsourcing, Inc.
- Company
- Strategic Outsourcing, Inc.
- Industry
- Business Services
- Description
- Strategic Outsourcing (Strategic Outsourcing) was a professional employer organization (PEO) that was a carveout transaction from Regions Financial in 2005.
Role:
Originated, managed and exited the investment.
-
Prepaid Legal / LegalShield
- Company
- Prepaid Legal / LegalShield
- Website
- www.legalshield.com
- Industry
- Business Services
- Description
- LegalShield (“LegalShield”) is a leading marketer of affordable professional legal services and identity theft solutions to families and small businesses in North America. It sells legal service products direct to consumer through employer groups and through multi-level marketing.
Role:
Successfully reorganized the investment. Chairman
-
FIMA UAB
- Company
- FIMA UAB
- Website
- www.fima.lt/lt/#top
- Industry
- Industrial Services
- Description
- FIMA (“FIMA”) is the leading integrator of complex, large-scale infrastructure projects and tailor-made engineering solutions in Lithuania and Latvia. It caters to diverse industries: transport systems, defense & security, building infrastructure, information & communication, and energy.
Role:
Originated and managed the investment.
-
KZA Krakow
- Company
- KZA Krakow
- Website
- www.kza.krakow.pl
- Industry
- Industrial Services
- Description
- KZA Krakow (“KZA Krakow”) provides services in the field of implementation of projects related to railway infrastructure, modernization of railway lines and installation of railway traffic control devices. It is the largest rail signaling engineering infrastructure company in Poland and was carved out from Polish Railway.
Role:
Successfully reorganized the investment. Chairman
-
MVC Automotive Group GmbH
- Company
- MVC Automotive Group GmbH
- Website
- www.mvcmotors.at
- Industry
- Industrial Services
- Description
- MVC Automotive (“MVC Auto”) is an automotive dealer and service provider in Vienna and Prague, including owning/managing Europe’s largest FordStore at Brünnerstraße. It offers full service and body shop offering for all vehicle brands and a logistics center that supports 600+ independent dealers and service partners in Greater Vienna.
Role:
Managed the investment. Board Member
-
Gibdock Ltd.
- Company
- Gibdock Ltd.
- Website
- www.gibdock.com
- Industry
- Industrial Services
- Description
- Gibdock (“Gibdock”) is the ex- British Navy dry dock in Gibraltar. It provides planned and non-planned repair and maintenance services to containerships, ferries, military, scrubber conversion / LNG retrofit to help them avoid costly downtime and ensure compliance with regulations.
Role:
Originated, managed the investment. Board Member
-
Turf Products, LLC
- Company
- Turf Products, LLC
- Website
- www.turfproductscorp.com
- Industry
- Industrial Services
- Description
- Turf Products (“Turf”) is a distributor of Toro Company and exclusive rep in New England states. It provides golf commercial equipment, irrigation products, and landscape contractor equipment to golf and country clubs.
Role:
Originated, managed and successfully sold the investment. Board Observer
-
SP Industries, Inc.
- Company
- SP Industries, Inc.
- Website
- www.spindustries.com
- Industry
- Industrial Services
- Description
- SP Industries (“SP Industries”) is a manufacturer of specialty equipment, scientific glassware, laboratory and lab safety supplies, and home healthcare products serving pharmaceutical, biotechnology, educational, industrial, OEM, and commercial markets under well-known market leading brand names such as Wilmad-LabGlass, Virtis, Hull, FTS and Hotpack.
Role:
Originated, managed and successfully sold the investment. Board Member
-
Genevac Ltd.
- Company
- Genevac Ltd.
- Industry
- Industrial Services
- Description
- Genevac (“Genevac”) is an industry leading equipment manufacturer for centrifugal evaporation /concentration systems. These products are used to meet high demand throughput, synthesis, solvent evaporation and purification needs of drug discovery and combinatorial techniques.
Role:
Originated, managed and exited the investment.
-
Teleguam Holdings
- Company
- Teleguam Holdings
- Website
- www.gta.net
- Industry
- Business Services
- Description
- Teleguam (“Teleguam”) is a rural local exchange carrier (RLEC) providing broadband services, and local, long-distance and wireless phone services on the island of Guam, and unincorporated U.S. territory. It is the only fully integrated communications carrier in Guam and serves residential and commercial customers and the U.S. military.
Role:
Originated, managed and successfully sold the investment for MVC Capital. Served as Chairman of the Board
-
U.S. Gas & Electric, Inc.
- Company
- U.S. Gas & Electric, Inc.
- Location
- Miramar, Florida
- Website
- www.usgande.com
- Investment Period
- July 2007 – July 2017
- Deal Type
- Proprietary Non-Auction
- Business
- Retail energy marketer of natural gas and electricity to residential and small commercial customers
- Value Creation
-
- Expansion into new markets, roll-out of marketing channels and new products
- Sourced trade supply credit facility to address growth-related working capital need
- Augmented the management team and brought in a CFO, COO, Head of Supply, CIO, etc.
- One add-on acquisition (ESPI), which was 100% seller financed
Role:
Originated, managed and successfully sold the investment for MVC Capital. Served as Chairwoman of the Board
-
Summit Research Labs, Inc.
- Company
- Summit Research Labs, Inc.
- Location
- Huguenot, New York
- Investment Period
- August 2006 – March 2013
- Deal Type
- Limited Auction
- Business
- Leading global manufacturer of specialty chemical active ingredients used in antiperspirants and deodorants
- Value Creation
-
- Realized significant savings in raw material costs by dis-intermediating supply chain and recalibrating production steps
- Added production capacity and grew sales internationally
- Added a new business line diversifying the business from spray drying of antiperspirants to spray drying of food ingredients
- Two add-on acquisitions (Westwood Chemical & Reheis) and plant consolidation & cost reduction
Role:
Originated, managed and successfully sold the investment for MVC Capital. Board observer
-
Dakota Growers Pasta Company
- Company
- Dakota Growers Pasta Company
- Location
- Carrington, North Dakota
- Website
- www.dakotagrowers.com
- Investment Period
- July 2004 – May 2010
- Deal Type
- Proprietary Non-Auction
- Business
- Third largest dry pasta and ingredients manufacturer in North America
- Value Creation
-
- Engineered share buyback and consolidation of ownership; attracted U.S. pasta industry pioneer to the Board along with a significant institutional co-investor
- Assisted the Company in benchmarking conversion costs, capacity utilization and productivity enhancement, which helped the Company double sales and quadruple profitability between 2004 and 2009
- Led the Company’s M&A/liquidity discussions including going-public, M&A with the #1 and #2 pasta manufacturers in the U.S., which eventually resulted in unsolicited bids from competitors, and a successful sale to Viterra, a Canadian agricultural company
Role:
Originated, managed and successfully sold the investment for MVC Private Equity Fund. Served on the Board of Directors
-
Plymouth Rock Energy
- Company
- Plymouth Rock Energy
- Location
- Woodmere, New York
- Website
- www.plymouthenergy.com
- Investment Period
- November 2011 – December 2018
- Deal Type
- Proprietary Non-Auction
- Business
- Retail energy marketer of natural gas and electricity to commercial and industrial customers