DESCRIPTION: An approved and mandated network for providing mission-critical data connectivity and transaction delivery solutions to the North American automotive industry including the original equipment manufacturers ("OEMs") and the supporting vendors in their supply chain. INVESTMENT CONCEPT: Operate a highly scalable network that easily adapts to supply chains in markets related to the automotive sector, such as logistics, retail, and heavy industry, and that represents a potential platform for the development of an expansive Value Added Network (“VAN”).
DESCRIPTION: Apollo Health Street is a leading provider of revenue cycle management solutions to the healthcare industry. INVESTMENT CONCEPT: Create the dominant healthcare BPO company in a highly fragmented and growing space, and benefit from India's enormous growth in healthcare spending in the near future.
DESCRIPTION: The pre-eminent and largest owner, operator and manager of hospitals and pharmacies in India and in Asia. INVESTMENT CONCEPT: Benefit from India's enormous growth in healthcare spending in the near future. New investing will most positively impact Indian hospital groups.
Arthrocare
Consumer, Retail & Services
North America
Public
Austin, Texas
DESCRIPTION: ArthroCare is a leading provider of minimally-invasive medical devices used in endoscopic surgical procedures. INVESTMENT CONCEPT: Minimally-invasive surgical procedures are a growth area of the medical device industry given their role in improving patient outcomes, procedure times and overall healthcare costs. ArthroCare is a recognized leader in arthroscopy and several other end markets and should benefit from further technological innovation and industry consolidation.
DESCRIPTION: One of the world's largest providers of corporate travel management services, servicing corporations in 120 countries. INVESTMENT CONCEPT: Combine CWT and Navigant to benefit from increased global scale, cost savings and deep supplier relationships.
DESCRIPTION: China Medicine is a mid-sized manufacturer, seller and distributor of pharmaceutical products in the People’s Republic of China, principally in Guangdong province. INVESTMENT CONCEPT: The pharmaceutical distribution network in China is fragmented, complex and multi-layered consisting of over 4,000 pharmaceutical manufacturers and over 9,000 distributors. As this industry begins a push towards increased sophistication, transparency and efficiency, consolidation should result and will create opportunities for well-capitalized distributors.
DESCRIPTION: Clipper Windpower PLC (Clipper) is a wind energy technology, turbine manufacturing and wind project development company. INVESTMENT CONCEPT: One Equity is supporting the implementation of Clipper’s next phase operational plan with a focus on the manufacturing, delivery and commissioning of Clipper’s innovative 2.5MW Liberty Turbine into the rapidly expanding US wind energy market.
DESCRIPTION: Global provider high-quality carbon black additives for rubber, plastic, and liquid products. INVESTMENT CONCEPT: Create a global leader in carbon black and other chemical products by partnering with DC Chemical in a transformational, cross-border acquisition of Columbian Chemicals Company.
Constantia
Paper & Packaging
Europe
Public
Vienna, Austria
DESCRIPTION: Constantia operates three separate businesses active in flexible packaging (Constantia Flexibles), transport packaging (Duropack) and primary/downstream aluminium (AMAG). Constantia Flexibles comprises packaging solutions for products within dairy & food, pharma & healthcare, alufoil container and beverages as well as labels. Duropack is a corrugated board/ transport packaging business with strong focus on the CEE region producing a wide range of corrugated board packaging as well as various specialty products such as heavy duty board, POS displays and specialty containers. AMAG is a world leading manufacturer of aluminium rolling and casthouse products for the processing industry and also has a stake in the Alouette smelter. INVESTMENT CONCEPT: Consolidate Constantia’s market leading positions in the packaging and aluminium industry to take advantage of a growing underlying market.
DESCRIPTION: DC Chemical Co., Ltd. engages in inorganic chemicals, fine chemicals, petro chemicals, coal chemicals, and PVC windows systems businesses. . The company, formerly known as Oriental Chemical Industries, was founded in 1959 and changed its name to DC Chemical Co., Ltd. in 2001. INVESTMENT CONCEPT: Create a global leader in carbon black and other chemical products in a transformational, cross-border acquisition of Columbian Chemicals Company.
DESCRIPTION: A global provider of exhaust and emissions products and solutions. INVESTMENT CONCEPT: Further consolidate a market-leading position in the exhaust and emissions technology industry to take advantage of established customer relationships and product sets.
GENBAND
Media & Telecom
North America
Private
Plano, Texas
DESCRIPTION: GENBAND is a leader in Next Generation Network equipment solutions for fixed and mobile telecom service providers worldwide. Headquartered in Plano, Texas, the Company sells its portfolio of softswitches, application servers, security gateways, session border controllers, media gateways and related services to two-thirds of the world’s top 100 service providers globally.
INVESTMENT CONCEPT: Combine GENBAND’s market-leading gateway product line and session boarder controller with Nortel CVAS’ market-leading softswitch product line to position the Company with a comprehensive, standards-based portfolio, that will enable operators to transition from legacy fixed networks to IP and IMS and from 2G/3G networks to LTE/4G.
GlobalPack
Consumer, Retail & Services
North America
Private
Miami, FL
DESCRIPTION: GlobalPack is a holding company whose primary operating subsidiary is Aluprint, a flexible and folding carton-packaging company based in Mexico. INVESTMENT CONCEPT: Leverage capabilities to expand throughout Latin America and become a "One Stop Shop" for world's largest consumer products companies.
DESCRIPTION: Luca Technologies, Inc. engages in the development of long-term biotechnology-driven solutions to the natural gas market in United States. The company also develops methods for optimizing the natural gas-producing activity of natural Geobioreactors. The company was founded in 2001 and is based in Golden, Colorado. INVESTMENT CONCEPT: Enable company to acquire mature wells and to fund well restorations.
NCO Group, Inc.
Consumer, Retail & Services
North America
Private
Horsham, PA
DESCRIPTION: One of the world's largest accounts receivable management and outsourcing solutions businesses. INVESTMENT CONCEPT: Expand market leadership and margins through combined investment in technology and by supporting NCO's entry into related verticals.
DESCRIPTION: Open Range Communications is a broadband wireless Internet services provider whose primary focus is delivering simply easier (SM) wireless high-speed data and voice services to hundreds of unserved and underserved rural communities across America. INVESTMENT CONCEPT: Open Range plans to provide wireless broadband data and communication services in rural U.S. markets that have historically been under-served by traditional DSL or cable broadband service providers. Open Range plans to use the proceeds of a $267MM low-cost 13-year senior debt facility provided by the U.S. Department of Agriculture to fund the build-out of the broadband wireless network infrastructure in 546 rural communities and fund working capital needs.
DESCRIPTION: India’s largest railway track engineering company and a pioneer in the employment of industry-leading technology in the freight & passenger segments of Industrial Rail. INVESTMENT CONCEPT: Use acquisitions and internal growth to further enhance Patil’s market position for products and services supplied to the growing Indian rail sector.
Pfleiderer
Industrial
Europe
Public
Neumarkt, Bavaria, Germany
DESCRIPTION: Pfleiderer is a Germany-based producer and supplier of engineered wood products. The Company's core business focuses on two areas - base products and surfaced products. INVESTMENT CONCEPT: Support further expansion into Eastern Europe and Russia where income and growth dynamics remain attractive.
DESCRIPTION: Precision Gear Holdings(PGH) is the leading supplier to some of the fastest growing industries in North America, including wind power, aerospace and aviation, and oil and mining machinery and equipment. INVESTMENT CONCEPT: Provide capital to leverage company's precision gear expertise for entrance into fast-growing wind gear market.
DESCRIPTION: Prodigy is the largest privately-held benefits management company in the U.S., specializing in third-party health plan administration and medical management services. INVESTMENT CONCEPT: Rising employee healthcare costs are a key focus of U.S. employers and are driving the need for health benefits management in the middle market. Because the fixed costs in the health benefits management industry are scalable, health benefits management and medical management companies can increase earnings through industry combinations and strategic acquisitions.
DESCRIPTION: Schoeller Arca Systems is the world's largest manufacturer of plastic returnable packaging for material handling. INVESTMENT CONCEPT: Use SAS, a global leader in plastic returnable packaging, as a platform for further consolidation, organic growth and development of logistic systems.
DESCRIPTION: Leading European player for process catalysts and dominant niche player in adsorbents. INVESTMENT CONCEPT: Support company growth strategy in Catalysts and Adsorbents. Scale gobal sales efforts, R&D and manufacturing capacity.
DESCRIPTION: Formerly the Professional Wound Care business of Johnson & Johnson, Systagenix is a worldwide leader in the advanced wound care market and develops, manufactures and markets products in approximately 50 countries worldwide. INVESTMENT CONCEPT: Obesity and diabetes are global epidemics and in the context of an aging population, major contributors to the growing need for wound care products. Advanced wound care is an attractive segment of the healthcare and medical device markets and continues to drive overall market growth. Further, the wound care industry is fragmented and significant benefits can be achieved through combinations and strategic acquisitions.
Telwares
Media & Telecom
North America
Private
Denver, CO
DESCRIPTION: Leading provider of outsourced telecom expense management services.
INVESTMENT CONCEPT: Vercuity is now Telwares. Develop an outsourced solution to companies'telecom expense problems associated with the growing quantity of vendors and the added complexity of products and services.
DESCRIPTION: Travel Leaders Group (TLG) formerly Travel Acquisitions Group and Carlson Leisure Group, has more than 1,700 travel agency locations, along with loyalty travel fulfillment and call centers, in the United States and Canada, Travel Leaders Group (TLG) serves millions of individual corporate and leisure travelers, as well as select destinations.
Travel Leaders Group also manages numerous corporate, leisure and franchise travel operations throughout the United States
INVESTMENT CONCEPT: To consolidate travel management companies that support small and mid-sized business customers.
DESCRIPTION: Formerly Cendant Travel Distribution Services, Travelport, Inc. is one of the world's largest travel conglomerates with 8,000 employees operating in 130 countries; more than 50% of the Company’s revenues are from outside North America. Travelport has 20 leading brands, including Galileo, a global distribution system (“GDS”) provider with approximately 30% of the global market, Orbitz, an on-line travel agent with a leading global market share, and Gulliver's Travel Associates, a wholesaler of travel content with 23,000 properties worldwide and over 30 million annual bookings. INVESTMENT CONCEPT: Combine Travelport with Worldspan to create a global distribution services leader to benefit from continued strength in world travel, while exploiting the distribution efficiencies offered by the Internet.
DESCRIPTION: The TV Guide properties include the TV Guide Channel, a fully-distributed cable network, reaching approximately 83 million homes in the United States; and TVguide.com, the premier television entertainment website which has more than 19 million unique monthly visitors. INVESTMENT CONCEPT: Transition the content of the cable network from television listings to leading entertainment programming. Expand the leadership of tvguide.com with targeted acquisitions and integrated sponsorships.
DESCRIPTION: Fully integrated producer of magnetic materials, parts, inductive components, assemblies and systems. INVESTMENT CONCEPT: Create world leader in highly engineered magnets and magnetic components.
Vertrue
Consumer, Retail & Services
North America
Private
Norwalk, CT
DESCRIPTION: As a leading internet direct response marketing company, Vertrue partners with eCommerce companies to allow them to sell additional products and services to their customers and to enhance customer loyalty. INVESTMENT CONCEPT: Clarify business model to take advantage of the shift in direct marketing from traditional to online channels.
DESCRIPTION: Western Hospitals buys, refurbishes, finances, and builds multi-specialty tertiary care hospitals, super-specialty hospitals, high end birth centers and chest pain clinics in Mumbai, India. INVESTMENT CONCEPT: Partner with the premier hospital group in the region, Apollo Hospitals, to address the significant need for high quality healthcare delivery - in particular high end tertiary care. The Company will develop hospitals and clinics in India.
X-Rite
Industrial
North America
Closed
Grand Rapids, MI
DESCRIPTION: X-Rite is the global leader in color measurement and color management, offering hardware, software and services for measuring, formulating and matching color. The Company serves a range of industries, including printing, packaging, photography, graphic design, video, automotive, paints, plastics, textiles, dental and medical. X-Rite serves customers worldwide from its offices in Europe, Asia and the Americas.
INVESTMENT CONCEPT: Invest in the common stock of X-Rite, Inc. to help the Company further capitalize on its leadership position in the color measurement industry.
