We are generalists operating in both private and public markets. This broad perspective and knowledge base often give us a differentiated view.  We look to build long-term positions in all of our investments, regardless of market or focus. Our portfolio is highly concentrated. Select private investments and exits are listed below.

AI-driven platform enabling turnkey optimization of industrial assets.

Self-insured alternatives to traditional insurance-based dental plans.

Breezeway is a mobile solution for intelligent property care and maintenance.

Leading US property operations and experience software platform.

Clinical-stage chronic orthopedic pain management via cyroneurolysis.

Top vending machine and marketplace aggregator in Southern California.

Compact, negative-pressure isolation units that stop the spread of infectious disease.

Cartesian Therapeutics is a clinical-stage biotechnology company developing novel cellular immunotherapies to cure cancer.

Clinical-stage pioneer of mRNA cell therapies for autoimmune diseases.

Censinet is a software and services company redefining vendor risk management in healthcare.

Software and services redefining vendor risk management in healthcare.

CFS is combining proven physics backed by decades of government-funded research with a revolutionary magnet technology to accelerate the path to commercial fusion energy.

The world’s largest and leading commercial fusion energy company.

Single-source data governance provider bringing order to data chaos.

ECL’s virtualized lab platform is changing the way scientific research is conducted.

Virtualized lab platform changing the way scientific research is conducted.

Automated manufacturing technology for industrial molds and toolmaking.

First restaurant management software enabling real-time costing.

White-label auto and hotel booking platform for airline and travel partners

Moonshine is one of the largest dairy farms in New Zealand.

One of the largest dairy farms in New Zealand.

High performance metal compositions metal compositions, including titanium metal, alloys, and intermetallic powders.

Remedy Plan is developing therapeutics that halt tumor growth and disrupt the cancer stem cells that cause metastasis.

Developer of small molecule therapeutics targeting NAMPT, a core regulator of human biology, against cancer, obesity and autoimmune indications.

Selux Diagnostics is pioneering a breakthrough technology platform enabling fast, personalized treatment for bacterial infections.

Breakthrough technology platform enabling fast, personalized treatment for bacterial infections.

SRS Medical improves urologic care with simple, proven technologies for men with Benign Prostate Hyperplasia (BPH).

Leading benign prostate hyperplasia (BPH) diagnostics and disease management company.

Drug discovery company targeting neurodegenerative diseases.

4G Clinical is a software & services company addressing the extreme cost and time pressures of clinical trials.

Cloud-based RTSM and supply optimization solutions for clinical trials (Acquired by Goldman Sachs Asset Management).

Best Doctors is a global benefits provider improving the quality and cost of healthcare. (ACQUIRED).

Global benefits provider improving the quality and cost of healthcare. (Acquired by Brown Brothers).

Cullinan is developing therapeutics that will dramatically improve the standard-of-care for those with cancer. (NASDAQ:CGEM)

Creating new standards of care for patients with cancer (NASDAQ:CGEM).

JETCOOL Technologies is commercializing a novel liquid cooling technology for high power electronics for data center, electric vehicle and aerospace applications.

Direct-to-chip liquid cooling technology purpose built for AI and High Performance Computing (Acquired by Flex).

Mimetogen Pharmaceuticals is a clinical stage biotechnology company focused on treating opthalmic diseases with high unmet medical needs. (ACQUIRED).

Clinical-stage dry eye ophthalmic therapies (Acquired by Allergan).

Millstone is a leading provider of quality-critical, post-manufacturing services to medical device OEMs, including inspection, sterile and non-sterile packaging, loaner kit processing, and finished goods distribution.

Inspection, packaging and distribution services for medical manufacturing companies (Acquired by Arlington Capital).

RailComm is a leading provider of software-based rail automation solutions.

Software-based rail automation solutions (Acquired by Tracsis).

Seventh Generation develops healthy solutions for the home, and the community and environment outside of it. (ACQUIRED).

Leading brand of environmentally-responsible household products (Acquired by Unilever).

Bonding and lending solutions for the film and TV production industries (Acquired by CAC Group).

Cloud-based solutions for managing, sharing and presenting high-value video content quickly and securely (Acquired by Marlin Equity).

StyleFeeder is a personal shopping engine for online shoppers. (ACQUIRED).

Personal shopping engine (Acquired by Time Inc).

Topokine is a biotechnology company focused on developing topical medicines for fat reduction. (ACQUIRED).

Clinical-stage non-invasive medical aesthetic therapies (Acquired by Allergan).

Zixi makes it easy for media companies to deliver live video events by enhancing IP networks to perform at broadcast quality, securely leveraging cloud infrastructures at scale.

Global leader in broadcast-quality live video over unmanaged IP networks (Acquired by Clearwater Capital).