Company Category: Current Investments

Red Oak

Red Oak Inventory Finance is a trusted relationship lender specializing in providing inventory financing solutions to businesses across a variety of industries. With a focus on empowering businesses to optimize working capital and achieve success through effective inventory management, Red Oak offers innovative, flexible financing solutions designed to meet each customer’s unique needs.

Written by on March 22, 2024


Insurvia is an insurance services holding company with subsidiaries including Fiesta Insurance, a leading retail franchisor of insurance products and services with 60 franchisees operating 220+ retail stores across eight states, and La Familia Insurance, an independent insurance agency distributing insurance and related services through 70 retail storefronts in Texas. Insurvia is headquartered in Las […]

Written by on March 17, 2024

ARMStrong RM

Insurance and commercial B2B receivable management firm providing insurance premium audit and recovery, subrogation solutions, third-party deductible identification and recovery and commercial receivables management.

Written by on October 10, 2023

Tria Capital Partners

Investment firm focused on the wealth management sector. The company provides long-term, minority financing solutions to registered investment advisors (“RIAs”) seeking capital for acquisitions, transitions of ownership and other growth opportunities.

Written by on August 17, 2022


Publicly traded (NYSE: SCU) alternative asset management firm that manages investment funds across multi-strategy, credit, real estate, and other alternative investment vehicles.

Written by on August 17, 2022

Clarus Capital

Independent equipment financing platform. The company specializes in delivering efficient capital solutions to finance tangible essential-use assets for non-investment grade middle market and large corporate borrowers. The company invests across a wide array of equipment types, industries and throughout the credit spectrum.

Written by on August 17, 2022