Download an overview of our investments

At McCarthy Capital, we grow businesses in partnership with management.
McCarthy Capital is an Omaha-based private equity firm focused exclusively on lower middle market companies with less than $250 million
in revenue. For more than 25 years, the McCarthy organization has been partnering with founders, families and exceptional management
teams to support the continued growth of their companies. We build businesses in partnership with management teams pursuing a
variety of strategies for creating long-term value. We tailor investment structures to accommodate the needs of all stakeholders, enabling
us to act as either a minority or majority investor. The Firm manages more than $900 million of investment capital and typically invests $10 to
$50 million of equity in a mix of growth equity investments, recapitalizations and management buyouts.
Why McCarthy Capital?
Capital
Resources
Insight
We provide equity capital, facilitating
Our management partners benefit from
Our diverse experiences across many
growth, management buyouts and/or
our resources and substantial expertise
sectors enable us to share a broader
partial liquidity events.
in finance, corporate development, tax,
insight and perspective which benefits our
recruiting and operations.
management partners.
Strategy
Values
with management is our approach, whether
We are focused on revenue growth and the
We partner with management teams who share
it is through a minority or controlling interest.
strategies necessary to accelerate that growth.
our priorities, values and business practices.
Partnership
Partnership is our philosophy – alignment
Investments
For more than 25 years, the McCarthy organization has been partnering with founders, families and exceptional management teams to
support the continued growth of their companies. We invest across various industries in a mix of growth equity, recapitalization and
management buyout transactions and are comfortable as either a majority or minority investor.
BENAISSANCE
Growth Capital
ALTAIR GLOBAL RELOCATION
Management Buyout
THE REMI GROUP
Recapitalization
Omaha, NE
Benaissance provides health insurance premium
billing and payment collection solutions through
SaaS technology and integrated Business Process
Outsourced (BPO) solutions for insurance carriers,
private exchanges, state health and human services
and benefit administrators.
Plano, TX
Altair Global Relocation is an independent, fullservice relocation management company offering
a comprehensive selection of U.S. and international
mobility solutions. Altair’s clients are some of the most
recognized names in today’s global business community.
Charlotte, NC
Remi is the leading provider of equipment
maintenance management programs for the
healthcare, higher education, government and
commercial market segments nationwide. The
Company’s programs reduce a client’s cost of
maintaining its portfolio of equipment while delivering
improved equipment performance, reduced equipment
downtime and enhanced customer satisfaction.
ADVANTOR SYSTEMS CORPORATION
Growth Capital
Orlando, FL
Advantor is a leading designer and integrator of physical
security systems with extensive experience securing
high-profile government and commercial organizations.
MEDICAL SOLUTIONS
Recapitalization & Growth
Omaha, NE
Medical Solutions is a travel nurse staffing company
that has been helping nurses find travel nursing jobs
for over a decade.
LIFE CARE SERVICES
Recapitalization & Growth
Des Moines, IA
Life Care Services is a national leader in providing
services to senior living communities. The company
operates six business lines focusing on operations
management, home health care, development,
community ownership, insurance and procurement.
PROSPECT BRANDS
Growth Capital
Stoneville, NC
Prospect Brands, LLC is a platform established to hold
branded consumer product companies. It’s current
portfolio includes Gerbing and Duck Head. Gerbing is
a wearable technology company specializing in heated
apparel. Duck Head is one of the oldest apparel brands
in the United States and the original authentic southern
brand that exudes a gentleman’s sensibility.
EPG
Recapitalization
Phoenix, AZ
EPG is an environmental consulting firm offering
services in environmental planning, landscape
architecture, land use planning, biological and cultural
resources, earth sciences, paleontology, public
involvement, Geographic Information Systems and
environmental compliance. EPG has a leading market
position in the Western U.S.
GUILD MORTGAGE COMPANY
Management Buyout
San Diego, CA
Guild Mortgage Company was founded in 1960 and
is a privately owned mortgage banking company
focused on originating, servicing and selling residential
loan products primarily in California and other western
states. Guild Mortgage offers a range of residential
mortgage products primarily designed to meet the
needs of high-credit-quality (prime) borrowers.
SKC COMMUNICATION PRODUCTS
Recapitalization
BEARENCE MANAGEMENT GROUP
Management Buyout & Growth
AMERISPHERE
Growth Capital
Kansas City, KS
SKC Communication Products, LLC is a full‐service
provider of communication solutions to enterprise
and government customers, offering products and
services in video conferencing, voice, headsets and
audio/visual.
Des Moines, IA
Bearence Management Group is an insurance
brokerage and financial services firm engaged in the
sale and distribution of property and casualty, life
and health, employee benefits, investments and risk
management products and services.
Omaha, NE
AmeriSphere is a provider of capital solutions for
the multifamily industry, engaged in originating,
underwriting, closing and servicing high quality
multifamily mortgage loans.
HHA EXCHANGE
Recapitalization
SAFEBOATS
Growth Capital
DSCI, LLC
Recapitalization
Port Orchard, WA
SAFE Boats is a specialty manufacturer of high
performance boats for domestic military, international
military, law enforcement, search and rescue and
private customers.
Boston, MA
DSCI, LLC is New England’s leading hosted
communications provider. With the power and
reach of its Hosted Communications Network, DSCI
delivers innovative unified communications and
connectivity services to more than 1,300 businesses
and organizations throughout the region. DSCI backs
its services with a zealous commitment to Customer
Care, including a 100% network uptime guarantee and
24/7/365 live-answer technical support.
Long Island, NY
Headquartered in Long Island City, NY, HHAX is a leading
provider of healthcare software solutions to the home
care industry. HHAX’s Software-as-a-Service solutions
serve both home care agencies and their Payers.
TRIMECH
Recapitalization
Glen Allen, VA
TriMech is an engineering technology firm that offers a
complete line of engineering software packages, support
and training, 3D prototyping and digital manufacturing
equipment and specialized recruiting services.
Selected Realized Investments
NRG MEDIA
Recapitalization
COSENTRY
Growth Capital
PEAK 10
Shareholder Recapitalization
Cedar Rapids, IA
NRG Media is a radio company operating 43 stations in
four Midwestern states.
Omaha, NE
CoSentry is a business continuity and managed service
provider. Technology solutions include secure data
centers, disaster-recovery services, and managed IT
services. (Realized 2011)
Charlotte, NC
Peak 10 is a leading data center operator and managed
services provider, delivering scalable, economical and
reliable solutions for managing complex information
technology infrastructure. (Realized 2010)
VORNADO
Management Buyout
Wichita, KS
Vornado is a manufacturer of premium branded room
comfort appliances, including air circulators, heaters,
humidifiers and purifiers.
MARKETSPHERE CONSULTING
Management Buyout
ELECTION SYSTEMS & SOFTWARE
Recapitalization & Growth
Omaha, NE
Election Systems & Software is one of the world’s
leading and most experienced providers of total
election management solutions. (Realized 2011)
Kansas City, MO
MarketSphere Consulting is a premier “market focused”
business consulting firm with world-class, industry
leading consultants.
Omaha 402.932.8600
CABELA’S
Recapitalization & Growth
Sidney, NE
Cabela’s is the nation’s largest direct marketer and a
leading specialty retailer of hunting, fishing, camping
and related outdoor merchandise. Cabela’s is one of
the most well-known outdoor recreation brands in
the United States. (Realized 2010)
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Boston 617.330.9700
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mccarthycapital.com
Investment Focus
Investment Criteria
Equity investments of $10 - $50 million
Company Characteristics
People
Majority or minority positions
•• Companies with annual revenue of at
least $15 million
•• Management teams with a
demonstrated track record for growth
and profitability
Mix of growth equity investments,
recapitalizations and management
buyouts
Investments across a wide range of
industries
Management-friendly capital,
typically holding common equity
alongside management
OMAHA OFFICE
1601 Dodge Street, Suite 3800
Omaha, NE 68102
Phone: 402 932-8600
Fax: 402 991-0020
•• Companies with annual cash flow of at
least $3 million
•• Companies with established
management teams
•• Companies with proven business
models, an established customer base
and market share
•• Companies with a diversified customer
base and diverse product/service
offerings
BOSTON OFFICE
One International Place, 8th Floor
Boston, MA 02110
Phone: 617 330-9700
Fax: 857 277-1965
•• Management with a significant ownership
position in the company, representing
most of their financial net worth
Products/Services
•• Products and/or services that are
branded or proprietary
•• Products and/or services that generate
consistent operating earnings
Markets
•• Markets with favorable growth
prospects – either through participation
in growing industries, market share
expansion, industry consolidation or
innovative business strategies
mccarthycapital.com
McCarthy Capital Corporation and McCarthy Partners Management, LLC, both DBA McCarthy Capital, are registered investment advisors which share the same management team.