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.
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.
Clinical-stage pioneer of mRNA cell therapies for autoimmune diseases.
Software and services redefining vendor risk management in healthcare.
The world’s largest and leading commercial fusion energy company.
Single-source data governance provider bringing order to data chaos.
Virtualized lab platform changing the way scientific research is conducted.
Automating material movement in maintenance and construction.
Autonomous drone delivery company that transports food, medications, and household essentials.
First restaurant management software enabling real-time costing.
White-label auto and hotel booking platform for airline and travel partners
One of the largest dairy farms in New Zealand.
High performance metal compositions metal compositions, including titanium metal, alloys, and intermetallic powders.
Continuous inventory optimization software for retailers.
AI-powered validation for safer driver assist systems.
Developer of small molecule therapeutics targeting NAMPT, a core regulator of human biology, against cancer, obesity and autoimmune indications.
Leading benign prostate hyperplasia (BPH) diagnostics and disease management company.
Drug discovery company targeting neurodegenerative diseases.
Cloud-based RTSM and supply optimization solutions for clinical trials (Acquired by Goldman Sachs Asset Management).
Global benefits provider improving the quality and cost of healthcare. (Acquired by Brown Brothers).
Creating new standards of care for patients with cancer (NASDAQ:CGEM).
Direct-to-chip liquid cooling technology purpose built for AI and High Performance Computing (Acquired by Flex).
Clinical-stage dry eye ophthalmic therapies (Acquired by Allergan).
Inspection, packaging and distribution services for medical manufacturing companies (Acquired by Arlington Capital).
Software-based rail automation solutions (Acquired by Tracsis).
Leading brand of environmentally-responsible household products (Acquired by Unilever).
Cloud-based solutions for managing, sharing and presenting high-value video content quickly and securely (Acquired by Marlin Equity).
Personal shopping engine (Acquired by Time Inc).
Clinical-stage non-invasive medical aesthetic therapies (Acquired by Allergan).
Global leader in broadcast-quality live video over unmanaged IP networks (Acquired by Clearhaven Capital).