Member News - July 2022




Boathouse Capital Successfully Exits Fresh Dining Concepts

Boathouse Capital Completes Growth Equity Investment in Spark Hire

Fairmount Partners advised Corealis Pharma, a market-leading CDMO in the Americas for the formulation and manufacture of solid dosage oral pharmaceuticals, in completing its transaction with ArchiMed

Graham Partners makes minority growth equity investment in KCF Technologies, Inc.

Guardian Capital Partners Announces Its Investment in Precision Roll Solutions

Janney Advises Henry’s Wrecker Service on its Recapitalization by Lancer Capital Management

Janney Advises Road Widener on its Sale to RAF Industries

Janney Advises Signal Control Products in a Recapitalization with Hamilton Robinson Capital Partners

Janney Advises Canine Company on its Sale to Radio Systems Corporation

LLR Partners Invests in Allmark Door, a leading commercial door and loading dock services provider.

LLR Partners Forms AgTech Leader AdeptAg with the Combination of AgriNomix and Zwart

Lovell Minnick Partners Treads Carefully with Financial & Insurance Tech Deals

Lovell Minnick Partners Enters into Strategic Partnership with London & Capital

Milestone Partners Capitalizes Specialty Auto Insurance Holding Company

NewSpring Capital Invests in VCI Emergency Vehicle Specialists,  a provider of comprehensive new and used ambulance solutions and related support and maintenance services.

Valufinder Group has performed a DealStar Acquisition Search for Coppermine Capital's portfolio company, Autism Care Partners. Resulting in the add-on acquisition of
Puddingstone Place.



Argosy Private Equity Wins Buyouts Magazine's Small Market Deal of the Year

Argosy Private Equity announces the promotion of Dan Bullitt to Associate. Dan joined Argosy in 2020 as an Analyst.

Centri Promotes Charles Higgins to Managing Director

Adam VeVerka, Partner, NewSpring Capital, makes the’s RealLIST Connectors 2022 list!  

Baker Tilly US promotes Fred Massanova to Managing Partner - East Region.  

James McNaughton joins Delancey Street Partners as Managing Director

Congratulations to our members who have been named to the Titan 100!  The Titan 100 program recognizes Philadelphia’s Top 100 CEO’s & C-level executives.

  • Nick Araco, CEO, AchieveNext
  • Craig Carra, Chief Financial Officer, MOBILion Systems, Inc.
  • Ryan Clark, Founder,  PeopleShare, LLC
  • Neil Cooper, Executive Partner, Royer Cooper Cohen Braunfeld LLC
  • Marc Lederman, Co-Founder & General Partner, Newspring Capital
  • Christopher Maus, President and Owner, CAMCO Management


Build a Vibrant Culture recently had member Dave Bookbinder on to talk about The Value of Human Capital 

Behind The Numbers with Dave Bookbinder 

CASual Conversations - Exit Strategy Prep with Michael Lamm

Firmex Chats with Michael Lamm of Corporate Advisory Solutions about the value of taking a tech-first approach when deal-making, the importance of speed during transactions, and misconceptions about the sale process.

The Talent Pool with Alan Kaplan - in the latest episode Alan speaks with Mary Ann Scully who questions the lack of female and minority executives in banking and challenges today's financial institutions to make it a strategic priority.



When it’s time to invoke the succession plan - an article in the latest issue of the American Bankers Association's Banking Journal with Alan Kaplan, founder and CEO of Kaplan Partners

Mufson Howe Hunter's Business Services Update

Mufson Howe Hunter's Consumer Products Update


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