Case Studies

Value Creation Demonstrated by Tangible Metrics

Across each of our target sectors, we seek to provide sustainable lasting value-add capabilities to our businesses that remain long after exit. Here are some of their stories.

3Cloud
CORA Health Services, Inc.
FieldRoutes
Heritage Distribution Holdings
Potter Global Technologies
Revision Skincare and Goodier Labs

3Cloud

3Cloud is a leading pure-play Microsoft Azure service provider, offering end-to-end cloud lifecycle services including strategy, design, migration, modernization, development, data & analytics, and ongoing managed services. The company is a Gold-certified Microsoft Azure technology consulting firm and has been recognized by Microsoft as the winner of the U.S. Partner of the Year Award, which is the most distinguished award for all of Microsoft’s services partners globally, among many other Microsoft partner awards.

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CORA Health Services, Inc.

CORA Health Services, Inc. (CORA) is a leading outpatient rehabilitation company that uses proven clinical practices and cost-effective treatment protocols to return patients to their jobs and lifestyles as soon as possible. The clinics offer a complete range of treatment, including outpatient physical therapy and general rehabilitation, worker’s compensation therapy, sports and auto injury rehabilitation, and rehabilitation for seniors.

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FieldRoutes

FieldRoutes, formerly known as PestRoutes, provides cloud-based and mobile SaaS platform for field service businesses. The software automates all aspects of field service operations for enterprise and small business customers that span office management, advanced route optimization, payment processing, digital sales, marketing, and customer acquisition solutions that accelerate growth, streamline operations, increase customer retention, and maximize revenue.

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Heritage Distribution Holdings

Heritage Distribution Holdings (“HDH”) is a distributor of heating, ventilating, air conditioning, and refrigeration (HVAC/R) parts, equipment, and supplies to HVAC/R contractors in the southeastern and midwestern US. The Company was formed from the merger of four strong regional brands, Wittichen Supply, Benoist Brothers Supply, Ed’s Supply, and Coastal Supply Company.

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Potter Global Technologies

Potter Global Technologies is a leading provider of fire & life safety products, both electronic and mechanical, protecting people and commercial and residential buildings from and during emergency situations. The company is the market standard for sprinkler monitoring solutions, is rapidly growing in the fire systems market with a portfolio of next generation products and best-in-class service, and is a leader in the critical mass notification systems industry.

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Revision Skincare and Goodier Labs

For more than two decades, Revision Skincare® has provided dermatologists, plastic surgeons, and medical spas with the highest standard of clinically proven, medical-grade skincare in more than 15 countries. Grounded in disruptive innovation that delivers true visible results, each product is formulated to provide unique, targeted solutions that enhance skin’s appearance and reduce signs of aging.

Goodier is a value-added service provider and manufacturing partner to the professional skincare industry, specializing in product development and formulation for new and cutting-edge technologies. Goodier’s customers include a combination of established and emerging brands, helping entrepreneurs and companies in need of expert formulation and large-scale filling and manufacturing.

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