Accurate Background is a leader in the background screening field. They offer innovative background check and security research products to organizations nationwide and globally, including employment screening, vendor certification and fraud prevention. They are a member of the HR-XML Consortium, which allows for integration with most applicant tracking software.

Boathouse Capital has invested in a few rounds of both subordinated debt and equity to support Accurate’s growth and acquisition capital needs.

ALHI works with meeting professionals, association managers, incentive/recognition specialists and business executives across North America and around the world to create effective solutions for tens of thousands of programs and events. ALHI is the premier global sales organization in North America and is dedicated exclusively to its member portfolio of Four and Five Diamond hotels and resorts worldwide.

Boathouse Capital, in partnership with North Branch Capital and Robert W. Baird & Co., provided growth capital to ALHI to continue the organic build out and acquisition strategy of the business.

AnalyticsIQ leverages a blend of publicly available data and proprietary predictive analytics capabilities to assist blue-chip brands with their customer segmentation and people-based, cross-channel targeted advertising. The company’s unique blend of third-party data and custom algorithms empowers both B2B and B2C marketers to predict the future behaviors, needs and desires of their target audience. Data science teams even have the ability to license AnalyticsIQ’s proprietary algorithm to utilize in-house and apply to their own data sets.

Boathouse Capital provided mezzanine debt to support future growth and product innovation.

AvidXchange is a leading SaaS-based provider of accounts payable management software for mid-sized companies. AvidXchange’s product suite integrates with a customer’s existing accounting systems to streamline accounts payable workflow. AvidXchange enjoys outstanding customer satisfaction and retention rates.

Boathouse Capital invested three rounds of subordinated debt in AvidXchange to fund growth initiatives and add-on acquisitions.

BioPharm is a leading medical communications and marketing agency that specializes in providing peer-to-peer solutions to the pharmaceutical and biotechnology industries. BioPharm develops clinical content in collaboration with key opinion leaders and delivers it to healthcare practitioners through the company’s comprehensive suite of branded programs.

Boathouse Capital invested subordinated debt and equity in a Southfield Capital Advisors-led recapitalization of BioPharm alongside management.

Cal Net Technology Group is a regional IT managed service provider, or “MSP”, serving small- and medium-sized businesses in Southern California. Cal Net targets enterprises with 50-1000 employees and provides IT products and support services both on-site and remotely. Cal Net is the 63rd largest MSP in the world and #5 in California.

Boathouse Capital and Olympic Valley Capital made a growth capital investment alongside management of Cal Net Technology Group.

CellTrak is the only in-home and in-community Care Delivery Management solution that enables both providers and payers to coordinate and provide care, efficiently and effectively.

Boathouse Capital invested mezzanine debt and preferred equity to recapitalize the balance sheet and provide working capital to support future growth.

Community Dental Partners was formed to provide administrative support and services to independently-owned dental practices in order to leverage shared resources and drive improved operational efficiency and clinical care for dental practices in the network.

Boathouse Capital partnered with Enhanced Small Business Investment Company to finance the acquisition of a network of highly-complementary locations and provide capital to fund Community Dental’s growth, including opening new facilities and future acquisitions.

Convene is a developer and operator of urban day conference centers. Convene’s suite of services includes meeting and collaboration space rental along with staffing, audiovisual, catering and conference planning support. Convene currently operates five conference centers and is executing on a multi-city East-coast expansion.

Boathouse Capital and OFS Capital invested debt and equity to provide the company with growth capital.

Cozzini Bros. is a leading provider of knife sharpening and rental services to the foodservice industry nationwide with 16 locations across the country. Cozzini’s 20,000 customers include national restaurant chains, independent restaurants, grocery stores, institutional and commercial kitchens, and other foodservice establishments.

Boathouse partnered with Audax Group to acquire the company by investing an undisclosed amount of mezzanine debt and equity to facilitate the transaction.

DuckerFrontier is a leading consulting advisory services and pharmaceutical events business that works with over 200 multinational clients globally. Their clients rely on DuckerFrontier’s leading consulting advisory services, tailored to support as critical inputs for strategic planning, commercial execution and ongoing market monitoring needs.

Boathouse Capital partnered with DuckerFrontier’s founders by investing subordinated debt and equity to recapitalize the company and support its growth.

Finch leverages artificial intelligence to automate previously manual processes and improve decision making for paid search, display and shopping advertising on Google, Bing, Yahoo, Display Networks, and Amazon. The platform allows its customers to focus on more strategic tasks beyond basic advertising functions. Finch uses its artificial intelligence and machine learning to analyze historical patterns and optimize paid marketing spend. Ultimately, Finch allows its customers to increase overall marketing spending with the confidence that it will generate strong and predictable returns on the optimal channel.

Boathouse Capital invested subordinated debt to support Finch’s continued build out of its sales and marketing efforts.

Fresh Dining Concepts is the third largest Auntie Anne’s franchisee and operates over 50 in-line stores, baking kiosks and satellite retail units along the East Coast from New York to Florida. In addition to its Auntie Anne’s operations, the Company also operates several Cinnabon and Carvel stores.

Boathouse Capital provided equity alongside Green Shoot Partners, an independent sponsor, to acquire Fresh Dining Concepts.

2nd Ave operates a network of 2nd Ave and Village Thrift Value Stores in four Mid-Atlantic states, which resells donated clothing and household goods purchased from select charities utilizing the solicitation services of GreenDrop, LLC, an affiliate of the Company. In addition to generating millions of dollars annually to support the charities’ initiatives, the Company’s operations enable the resale of needed items, at low prices, to consumers while supporting a third-generation family-owned business employing over 1,500 throughout the Mid-Atlantic region.

Boathouse Capital’s mezzanine debt investment was used to recapitalize the balance sheet and support the operational development of the business as it enters a new phase of growth.

Hawke Aerospace Holdings is the parent company of helicopter maintenance provider Uniflight, Aviation Services Unlimited, which provides tactical airlift services and Infinity Leasing, a rotocraft lease finance company to helicopter operators.

Boathouse Capital invested subordinated debt in Hawke Aerospace to provide a more flexible capital structure and support its continued growth.

Hoonuit is a leader in professional development resources for educators as well as a provider of analytical reporting solutions for school districts across the United States. Hoonuit is focused on promoting the practical application of technology in education through classroom-ready projects and tutorials on more than 200 commonly-used software applications. Hoonuit also allows for school districts of all sizes to effectively take advantage of predictive analytics and identify trends to better anticipate the needs of students, educators and stakeholders.

Boathouse Capital and Renovus Capital Partners invested two rounds of subordinated debt and equity alongside management to support the acquisition of Hoonuit and Versifit Technologies.

IMPLAN provides detailed economic activity data for use in regional, state and federal government economic incentive decisions, government agency policy making, investment decision making, corporate relocation analysis and raising consumer and citizen awareness.

Boathouse Capital invested subordinated debt to provide IMPLAN’s management the opportunity to acquire the company from its founders.

KBP Foods is a Yum! Brands restaurant franchisee that operates approximately 220 units across 10 states in the Southeast, South, and Midwest, and is the largest independent KFC operator in the country. Since its founding in the late 1990s, KBP has consistently demonstrated brand-leading financial and operating performance and has successfully integrated numerous add-on acquisitions.

Boathouse Capital invested preferred equity to support the management buyout of KBP Foods and provide additional capital for future acquisitions.

Lugano Diamonds is among the finest jewelers in the world. The company designs and sells artistic, one-of-a-kind luxury jewelry targeted to ultra-high net worth individuals.

Boathouse invested debt and equity to support the business’ growth plans and refinance an existing lender.

Mediafly is a leading enterprise software company designed to help companies transform and evolve how they sell through the delivery of a perfect in-person selling experience. Mediafly is a trusted partner to some of the world’s largest brands helping them revolutionize how they interact with customers and prospects. Through Mediafly’s Evolved Selling Platform, companies like MillerCoors, PepsiCo, and GE Healthcare are creating dynamic and interactive presentations that are changing the way salespeople engage both customers and prospects which is leading to significant improvements in sales results.

Boathouse Capital invested mezzanine debt to support the buildout and rollout of Mediafly’s sales enablement tools.

MIS Training Institute is a leading provider of professional education in the areas of internal audit, IT audit, cyber security and information security management. MIS Training Institute delivers its proprietary curriculum through live, in-person events including public seminars and in-house training which are all supported by remote training classes held worldwide.

Boathouse Capital partnered with the management team and employees to acquire the US and UK operations of the Company from Euromoney Institutional Investor PLC.

Navint is a full-service business consulting and enterprise IT transformation firm specializing in lead-to-renewal recurring revenue consultation across the US and Europe. The firm’s founding partners have over a combined 100 years of management consulting experience serving both middle market companies as well as Fortune 500 and Global 500 companies.

Boathouse Capital provided growth capital financing to help the business execute on strategic initiatives that would strengthen and diversify Navint’s service offering.

Network for Good provides small nonprofits and partners with an innovative, all-in-one fundraising platform and support services needed to execute modern, results-oriented fundraising campaigns. According to the 2018 Giving USA report, Americans gave $410 billion to some of the 1.5 million U.S.-based nonprofits last year, most of whom rely on a patchwork of outdated methods and software solutions to attract, solicit, accept, and track these donations. Network for Good will use its funding to expand product features and accelerate programs to help more small nonprofits to do more good by taking advantage of modern, easy-to-use software.

Boathouse Capital invested equity to support Network for Good’s continued growth plans within the nonprofit industry.

OBBCO designs and distributes personal safety equipment for customers in the shipbuilding, utility and consumer industries. OBBCO offers a wide ranging product line that includes basic protective necessities such as gloves, hats and glasses as well as more complex items like fire retardant suits and fall protection gear.

Boathouse Capital and Agincourt Capital Partners made a growth capital investment alongside management of OBBCO Safety and Supply.

OrthoFi Inc. is an innovative technology company that is changing the way orthodontists acquire, finance, and manage new patients. OrthoFi’s proven solutions help orthodontists increase new patient starts, reduce costs, and increase overall patient satisfaction and loyalty. OrthoFi was designed by orthodontists to empower orthodontists to compete in today’s changing market by optimizing the patient case acceptance through innovative patent-pending technology.

Boathouse Capital invested capital to support OrthoFi’s rapid growth trajectory and the accelerate the development of new products and services.

Pilgrim Quality Solutions provides compliance and risk management software to firms in highly regulated industries, including life sciences, food and beverage, and manufacturing. For nearly 20 years, the company’s software has helped companies facing complex and burdensome regulation manage an increasingly intricate regulatory and compliance environment. Pilgrim offers its product to customers on both as Software-as-a-Service (SaaS) and perpetual license basis.

Boathouse Capital invested mezzanine debt in conjunction with the purchase of the company by Riverside Partners.

Platinum Protection sells, installs, and services residential security alarm systems. The company’s sales representatives and installation technicians follow a highly successful door-to-door sales strategy during the summer months and provide superior post-sales customer service.

Boathouse Capital invested mezzanine debt in Platinum to help fund the business’ growth plans.

Pleatco is a leading manufacturer of water filtration products used in pools and spas. Pleatco’s primary products are filter cartridges used in diatomaceous earth filtration. The company has an outstanding reputation among consumers and retailers thanks to a proprietary design that maximizes water flow and minimizes energy consumption.

Boathouse Capital invested mezzanine debt to recapitalize Pleatco’s balance sheet and to fund future growth.

Sageworks provides commercial lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Sageworks has created the largest real-time database of private-company financial information in the United States, analyzed over 9 million loans and aggregated the corresponding loan data.

Boathouse Capital invested preferred equity in Sageworks to support continued product development, market outreach and recapitalize the business.

SolomonEdwards provides strategy execution and staffing services on a national basis. The company has successfully grown to become a valuable provider of business transformation, program & project management, strategic communication, accounting & finance, mergers & acquisitions and governance & regulatory compliance services to both mid-market and Fortune 500 companies alike.

Boathouse Capital invested debt in SolomonEdwards to refinance out an existing facility and provide the company with more flexible capital to allow for growth.

Splashlight is a leading visual content creation company (photography and video). Founded in 2002, Splashlight has an award winning grounding in high-fashion photography.

SurveyHealthcare provides custom survey solutions through their proprietary technology suite to a variety of market research firms, public relations/communications companies, management consulting firms, big data companies and a variety of other end-users. The Company offers clients survey programming for online and telephone delivery, interviewing and proprietary panels or samples of respondents in virtually any consumer, business-to-business or healthcare- related areas of inquiry.

Boathouse Capital partnered with management to redeem shareholders and fund growth and acquisitions.

TalentBridge provides flexible contract staffing, executive and professional placements, providing services that include temporary, temporary-to-hire, and professional placement across diverse technical and administrative disciplines. TalentBridge’s core product offers contract staffing services to small, medium, and enterprise clients in the banking/finance, medical, IT, and legal industries on a national basis.

Boathouse Capital partnered with Spring Capital Partners to support the merger of TalentBridge with Rochester, NY based Employee Relations Associates that provides both permanent and temporary staffing services.

TapClicks, Inc. is a leading SaaS provider of marketing reporting and advertising operations for agencies, media companies and their brand clients. Its fully integrated marketing operations platform includes order entry, enhanced workflow and task management, insightful analytics, and automated reporting — all within a single intuitive user interface available on demand. TapClicks delivers over 1,000,000 marketing dashboards to over 10,000 brands and over 4,000 media companies and agencies worldwide.

Boathouse Capital invested mezzanine debt to support the continued growth of the business via increased marketing efforts and ongoing software development.

Unitas Global specializes in migrating large enterprises from on-premise IT networks to the private cloud and managing a client’s IT network infrastructure—the physical hardware, servers, storage, switches, routers, firewalls, and software upon which key business applications operate—inside the private cloud environment.

Boathouse Capital invested mezzanine debt and equity to support continued investment into a larger dedicated sales team, help fund technology development and provide ongoing working capital.

Wilkins Media is one of the oldest and largest independent out-of-home media specialists in the country. Wilkins is a value-added partner providing out of home advertising services, including billboards, ads on transit vehicles and placed-based ads in malls, airports, and elevators to leading advertising agencies as well as a number of the fastest growing Fortune 100 brands. Wilkins leverages technology from an execution perspective as well as tracking all of their client campaigns in the cloud, and provides their agency partners full access to their data platform.

Boathouse Capital invested capital to support the continued growth of Wilkins Media in both its organic and acquisition strategies.

WillowTree, Inc. creates digital products designed to drive growth. A full-service application strategy, UX design, and mobile app development services company, WillowTree’s focus is to bridge the highest level of consumer UX with enterprise-grade functionality and security. WillowTree is an industry leader in field solutions, media delivery, loyalty programs and payments, and connected devices and works with brands such as 21st Century Fox, Regal Cinemas, GE, Johnson & Johnson, Time Warner, American Express, and Harvard Business Publishing. Clients trust WillowTree to guide and execute their mobile initiatives.

Boathouse Capital assisted WillowTree with financing a partner buy-out.