Choice Financial Group announced today it has partnered with Mountaineer Insurance Services, Inc., continuing its growth and entering West Virginia.
Overview
We are a cohesive team working together since 2003 pursuing the same strategy: investing in health care and business services companies in the lower middle market.
Our partners have spent most of the last two decades focused on investing in lower middle market niche leaders in healthcare and business services. That consistent, sustained focus gives us expertise and a network of relationships with executives in each sub-vertical, provides familiarity with many of the companies competing in each sector and establishes us as good investors in and stewards of those companies.
Current Portfolio
Investing with care and purpose.
Explore how we incorporate environmental, social, and governance policies and diversity, equity, and inclusion initiatives into our work.
Choice Financial Group
Founded in 1998, Choice Insurance Agency is an acquisition‐focused insurance agency providing property and casualty insurance and employee benefits services to a range of commercial and individual customers. Choice is headquartered in Virginia Beach, VA, with 12 offices across the Mid-Atlantic region.
Add-on Criteria
- Agencies focused on property and casualty insurance and employee benefits
- Other specialty insurance services
Related Team Members
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Choice Financial Group Expands into Three New States through Partnership with Georgia Pines Agency
Choice Financial Group announced today it has partnered with Georgia Pines Agency, LLC, furthering its expansion and entering Florida, Georgia, and California.
Choice Financial Group Completes Its First Acquisition in Ohio
Choice Financial Group announced today it has acquired Ohio-based Schlather Insurance Agency, Inc.
Choice Financial Group Increases Their Presence in Southeastern Virginia
Choice Financial Group announced today it has acquired Parker Reigle Insurance Agency of Chesapeake, Va.
Choice Financial Group Continues Its Expansion into New Jersey
Choice Financial Group announced today it has acquired New Jersey-based R. Stephens Financial, Inc.
Michael J. Andersen Joins Choice Financial Group as President and Chief Operating Officer
Choice Financial Group announced today that Michael J. Andersen joined its team as President and Chief Operating Officer.
Choice Financial Group Announces Robert J. Hilb as CEO
Choice Financial Group announced today that its Board of Directors has appointed Robert J. Hilb as CEO.
Choice Financial Group Enters Pennsylvania
Choice Financial Group announced today that it has acquired Pennsylvania-based Fonner Insurance Associates.
The Difference Card
The Difference Card is a provider of healthcare cost containment solutions that enables employers to reduce healthcare costs without reducing employees’ benefit levels or increasing employees’ out-of-pocket expenses. The Difference Card typically targets small and mid-sized businesses and serves nearly 800 employers across the U.S. in various end markets.
Add-on Criteria
- Healthcare cost containment solutions
- Complementary health insurance service providers
Related Team Members
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The Difference Card Appoints Joseph Donovan as Chief Executive Officer
EB Employee Solutions, LLC, dba The Difference Card, in partnership with Northlane Capital Partners, announced today that Joseph Donovan will return to The Difference Card as the company’s new Chief Executive Officer.
The Difference Card Appoints New Board Member, Steven Logan
The Difference Card in partnership with Northlane Capital Partners “NCP”, announced today that Steven Logan, former President of Aetna’s Northeast Territory, will join the Board of Directors for The Difference Card.
Northlane Capital Partners Invests in The Difference Card
NCP announced today that it has made an investment in EB Employee Solutions, LLC d/b/a The Difference Card.
Empower Community Care
Empower Community Care is a leading global behavioral health organization offering proprietary, scientifically-proven treatments, software, and related services to help at-risk youth, their families, and caregivers. The Company’s programs and services help transform the lives of youth through community-based interventions.
Add-on Criteria
- Evidence-based programs focused on child welfare, juvenile justice, and education markets, as well as other at-risk populations
- Education curriciulum for public safety and child welfare
- Specialized behavioral health software platform
Related Team Members
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Empower Community Care Invests in The Incredible Years®
Empower Community Care, a leading global behavioral health organization responsible for distributing evidence-based programs and technologies, is pleased to announce it has acquired The Incredible Years®, Inc.
Empower Community Care Invests in Carey Group
Empower Community Care is pleased to announce it has acquired The Carey Group, Inc. & Carey Group Publishing.
Empower Community Care Invests in Functional Family Therapy
Empower Community Care, a leading global behavioral health organization, is pleased to announce it has acquired F.F.T. LLC.
Northlane Capital Partners Invests in Empower Community Care
Northlane Capital Partners, announced today that is has made an investment in Empower Community Care.
Firma Clinical Research
Firma Clinical Research is a niche contract research organization (“CRO”) providing clinical data management, biostatistics, remote visit, clinical operations, medical writing and clinical trial support services to biopharma clients and medical device companies as part of the drug and product development process
Add-on Criteria
- Remote visit / in-home CROs
- Biostatistics and data management services
- Regulatory and other niche CRO services
Related Team Members
Related News
Investment in Firma Clinical Research
We invested in Firma Clinical Research, a niche contract research organization providing services to the biopharmaceutical industry.
Infobase
Infobase is a leading provider of cloud-based educational solutions, integrating content, tools, and technology to foster lifelong learning and deliver interactive learning experiences. Infobase curates high-value content and uses its software platforms to deliver that content to students, educators, librarians, corporations, and parents. Its products are targeted primarily to the K-12 and higher education markets.
Add-on Criteria
- Complementary supplemental curriculum content and technology serving the K-12 and higher education markets
- Assessment solutions
- Career readiness content and technology
Related Team Members
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Northlane Capital Partners Invests in Infobase
Northlane Capital Partners announced today that it has made an investment in Infobase, a leading provider of cloud-based educational solutions, integrating content, tools, and technology to foster lifelong learning and deliver interactive learning experiences.
Winmo
Founded in 1995, Winmo provides participants in the advertising sales market with a proprietary dataset allowing them to quickly identify and engage the most relevant advertising, media and marketing decision makers at the largest brands, their respective agencies and advertising technology partners. The dataset is delivered through a software-as-a-service platform that seamlessly integrates into business development professionals’ daily workflow.
Add-on Criteria
- Information, tools and service providers that support B2B sales efforts in the advertising industry
Related Team Members
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List Partners Completes Two Acquisitions
List Partners, LLC, successfully completed the acquisitions of two sales intelligence platforms.
Investment in List Partners
Northlane Capital Partners have invested in List Partners, a provider of sales intelligence content.
MultiTech Systems
MultiTech designs, develops and manufactures components, devices and end-to-end solutions for the industrial and commercial Internet of Things. The company serves the hygiene, health care, infrastructure and transportation end markets, among others.
Add-on Criteria
- Software and application development
- Technology and IoT capabilities
Related Team Members
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Northlane Capital Partners’ Portfolio Company MultiTech Acquires Radio Bridge
Northlane Capital Partners announced today that its portfolio company, Multi-Tech Systems, Inc., acquired Radio Bridge Inc.
Northlane Capital Partners’ Portfolio Company SmartWave Technologies Acquires Multi-Tech Systems
NCP announced today that its portfolio company, SmartWave Technologies, has acquired Multi-Tech Systems, Inc.
Investment in SmartWave Technologies
We invested in SmartWave Technologies, a market-leading manufacturer of innovative systems.
PAR Excellence Systems
Founded in 1992, PAR Excellence Systems is a provider of automated supply chain management systems and support to healthcare organizations. The company’s unique hardware and software solution optimizes medical supply inventory management.
Add-on Criteria
- Healthcare supply chain management providers
Related Team Members
Related News
Northlane Capital Partners Announces the Sale of PAR Excellence Systems
Northlane Capital Partners announced today the sale of PAR Excellence Systems Inc. to OceanSound Partners. NCP and PAR’s management team will continue as investors in the Company.
Investment in PAR Excellence Systems
NCP invests in PAR Excellence Systems, a leader in specialized supply chain management systems for the healthcare industry.
Potpourri
The Potpourri Group is a multi-channel direct marketer with 15 complementary brands that include: Potpourri, Catalog Favorites, NorthStyle, Expressions, The Stitchery, Nature’s Jewelry, The Pyramid Collection, In the Company of Dogs, Back in the Saddle, Serengeti, Young Explorers, Whatever Works, Country Store, Magellan’s, and Cuddledown. Through these brands, Potpourri offers a broad product line of distinctive home décor, casual apparel, gifts and accessories that are unique or difficult to find in other outlets.
Add-on Criteria
- Catalog and online retailers of specialty consumer goods
Related Team Members
SAI MedPartners
SAI MedPartners is a leading consultancy providing strategic insights and analytics to the pharmaceutical, biotechnology, and medical device industries. SAI provides best-in-class competitive intelligence and strategy support services to assist its clients across the product development lifecycle.
Add-on Criteria
- Complementary strategic and/or competitive intelligence consulting firms serving the pharmaceutical and medical device end markets
- Providers of adjacent service lines that help clients efficiently navigate the drug development and commercialization process
Related Team Members
Related News
SAI MedPartners Acquires PharmaForce
SAI MedPartners, a leading consultancy providing strategic insights and analytics to the pharmaceutical, biotechnology, and medical device industries, is pleased to announce it has acquired PharmaForce International.
SAI MedPartners Expands Its Strategic Insights Capabilities Through Acquisition of Fulcrum Research Group
SAI MedPartners, a leading consultancy providing strategic insights and analytics to the pharmaceutical, biotechnology, and medical device industries, is pleased to announce it has acquired Fulcrum Research Group.
Northlane Capital Partners Invests in SAI MedPartners
Northlane Capital Partners announced today that it has made an investment in SAI MedPartners, a leading consultancy providing strategic insights and analytics to the pharmaceutical, biotechnology, and medical device industries.
Advarra
Central Institutional Review Board (“IRB”) focused on providing legally mandated oversight functions for research conducted on human subjects as part of the clinical trial process. Advarra was formed in November 2017 through the merger of Chesapeake IRB and Schulman IRB. Northlane Capital Partners originally invested in Schulman IRB in December 2014.
Related Team Members
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Linden and Northlane Complete Merger of Schulman IRB and Chesapeake IRB to Create Advarra
Linden Capital Partners and NCP completed the merger of their portfolio companies to create Advarra.
Affordable Care
Founded in 1975, and based in Raleigh and Kinston, North Carolina, Affordable Care is America’s leading dental support organization for practices that focus exclusively on dentures, extractions and dental implants. Affordable Care currently supports a network of over 200 affiliated dental practices across 40 states operating under the retail name of Affordable Dentures®.
Related Team Members
Aptara
Aptara leverages technology and off-shore labor resources to provide low cost, outsourced content management services across educational, professional, financial publishing; and enterprise solutions business units. The company’s content management services include all pre-press publishing functions – composition, design, layout, copy editing and digital conversion services.
Avalon Laboratories
Avalon Laboratories is a leading contract manufacturer of specialty medical tubing, including wire reinforced cardiac catheters. The company was a pioneer in managing high quality, regulated clean room production of medical devices in a low labor cost country.
Brandmuscle
Founded in 2000, Brandmuscle is the leading pure-play local marketing automation platform, enabling corporate marketers of nationally branded companies and their local affiliates (franchisees, dealers, distributors) to create, execute, and fund brand and regulatory compliant marketing campaigns customized for the local market. The Company offers its clients a full suite of local marketing solutions, including ad design, asset management, automation, multi-channel media execution and support, co-op fund management, and analytics. Brandmuscle and other local marketing automation platforms allow users to manage a national or global brand via a centralized corporate marketing function and a network of local affiliates who also represent the brand.
Add-on Criteria
- Technology-enabled digital and social media marketing services companies
Related Team Members
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Brandmuscle Invests in Saepio Technologies
Brandmuscle, an NCP portfolio company, made an investment in Saepio Technologies.
Investment in Brandmuscle
We invested in Brandmuscle, a leading provider of local marketing automation technology and services.
CIBT
Founded in 1989, CIBT is the world’s largest expeditor of short-term visas, passports and other documents for business and leisure travel to over 200 countries, including popular destinations such as China, India, Russia, Australia, and Saudi Arabia. Through operations in North America, Europe, Asia, and South America, CIBT serves multinational corporations,
Contec
Contec is a leading consumer premise equipment repair company, providing services to the broadband industry. The company repairs digital cable set-tops, VoIP modems, data modems and satellite receiver for OEMs and multiple system operators in North America, remanufactures and sells used digital set-top-boxes, and distributes proprietary parts.
Discovery Data
Discovery Data is a provider of information services used to identify and reach firms and professionals in the financial services and insurance industries for effective product distribution, recruitment, and targeted marketing campaigns. Discovery Data provides a SaaS solution to asset managers, wealth advisors, insurance companies, financial technology and service providers, including profiles of 2.3 million professionals and 40,000 firms, and workflow software applications.
Add-on Criteria
Business development related data providers serving the financial services and insurance industries
Related Team Members
Related News
Northlane Capital Partners Announces the Sale of Discovery Data
NCP announced today that it has sold Discovery Data Holdings, Inc. to Institutional Shareholder Services Inc.
Discovery Data Names Robert Skea as Chief Executive Officer
We are pleased to announce that Robert Skea has been appointed as the CEO of Discovery Data.
Investment in Discovery Data
We invested in Discovery Data Holdings, Inc. ("Discovery Data"), a provider of information services.
Exstream Software
Exstream Software provides enterprise software solutions that enable the design and delivery of personalized communications. Exstream’s Dialogue product enables a wide array of companies to create highly targeted communications. The company’s products serve Fortune 500 companies such as AFLAC, Merrill Lynch and Prudential to generate customized communications.
FAMS
Founded in 1993, Financial Asset Management Systems (FAMS) provides defaulted loan servicing and recovery solutions to the education and student loan sector. In addition, FAMS provides recovery solutions to a variety of state and municipal governments and healthcare clients.
Marina Medical
Marina Medical Billing Service is a provider of outsourced revenue cycle management services, including coding, preparing and submitting claims for insurance reimbursement, mailing patient billing statements and coordinating cash collections. The company’s customers include emergency department physician groups and physician practice management companies in California, Washington, Oregon, Nevada, South Carolina, Virginia, Ohio, Michigan, New York and Texas.
Mirion Technologies
Mirion provides a diverse array of equipment and service offerings within the radiation detection and monitoring industry. With over 40 years of experience protecting people, property and the environment from the harmful effects of ionizing radiation, Mirion is a global market leader serving customers in the nuclear power, military & civil defense, and medical markets.
PaR Systems
PaR Systems is a provider of high precision robotic systems design, assembly, installation and service. The company serves aerospace, marine, high hazard remediation, nuclear utility and military end markets.
Roadrunner Freight Services
Roadrunner Freight Systems is a leading non-asset based provider of long-haul transportation services, with a focus on less-than-truckload (“LTL”) shipments greater than 500 miles in length.
Science Care
Founded in 2000, Science Care is the world’s largest non-transplant human tissue (“NTHT”) bank. Science Care provides medical device companies, medical schools, hospitals, and medical training/research organizations with NTHT for training and research purposes.
Related Team Members
SMG
Founded in 1977, SMG is the world’s largest venue management company, providing private management services to owners of public assembly facilities. SMG provides construction and design consulting, pre-opening services, venue management, sales, marketing, event booking and programming.
SoilSafe
Soil Safe is a provider of environmental services that include the treatment, disposal and re-use of lightly contaminated soil for real estate, infrastructure development and industrial customers in the Mid-Atlantic region.
triVIN
triVIN provides title management services to auto lenders and electronic vehicle registration services to auto dealers. The company’s services include electronic and paper vehicle title management and electronic auto registration for banks, captive finance companies, credit unions, specialty finance companies, automobile dealerships and fleet and leasing companies.
VMG Health
VMG Health is a leading full-service valuation and transaction advisory firm exclusively focused on the healthcare industry. VMG Health provides compliance related transaction services including: business, real estate, and asset valuation, physician compensation plan design and valuation, buy side and sell side quality of earnings, litigation and dispute services, and reimbursement consulting.
Add-on Criteria
- Healthcare valuation and consulting firms
- Providers of healthcare compliance, reimbursement, regulatory and/or related services
Related Team Members
Related News
Northlane Capital Partners Announces the Sale of VMG Health
Northlane Capital Partners announced today the sale of its equity interest in VMG Health to Incline Equity Partners. The Company’s extensive employee shareholder group will maintain its significant equity ownership position and VMG Health's executive...
VMG Health Acquires Compliance Risk Analyzer from DoctorsManagement
VMG Health, a leading full-service healthcare compliance, strategy, and transaction advisory firm, is pleased to announce it has acquired Compliance Risk Analyzer (CRA) from DoctorsManagement.
VMG Health Acquires BSM Consulting, a Healthcare Consulting Firm
VMG Health, a leading full-service healthcare strategy and transaction advisory firm, is pleased to announce it has acquired BSM Consulting, a specialist healthcare consulting firm with offices in Reno, Nevada and Phoenix, Arizona.
VMG Health Acquires Health Care Futures, a Business Strategy and Consulting Firm
VMG Health announced it has acquired Health Care Futures, a business strategy and consulting firm.
VMG Health Acquires RR Health Strategies, a Medical Coding, Compliance, and Operational Excellence Firm
VMG Health is pleased to announce it has acquired RR Health Strategies, LLC (“RRHS”)/
Northlane Capital Partners Invests in VMG Health
Northlane Capital Partners announced today that it has made an investment in VMG Health.
Western Wats
Western Wats is a leading telephone and internet-based survey and market research company. The company’s focus is on market research, political polling and customer care, with an emphasis on data collection for market research consultancies, public policy firms and corporate buyers.
Weston Solutions
Weston Solutions is a provider of infrastructure redevelopment and environmental engineering services to government and commercial clients.
WRH, Inc.
WRH is a preclinical contract research organization providing product safety and toxicology research services primarily to the biopharma and industrial and agro-chemical industries.
Recent News
Northlane Capital Partners Announces the Sale of PAR Excellence Systems
Northlane Capital Partners announced today the sale of PAR Excellence Systems Inc. to OceanSound Partners. NCP and PAR’s management team will continue as investors in the Company....
Northlane Capital Partners Announces the Sale of VMG Health
Northlane Capital Partners announced today the sale of its equity interest in VMG Health to Incline Equity Partners. The Company’s extensive employee shareholder group will maintain its significant equity ownership position and VMG Health's executive team will continue to lead the business going forward....