Choice Financial Group announced today it has partnered with Mountaineer Insurance Services, Inc., continuing its growth and entering West Virginia.
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.
Choice Financial Group announced today it has partnered with Mountaineer Insurance Services, Inc., continuing its growth and entering West Virginia.
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 announced today it has acquired Ohio-based Schlather Insurance Agency, Inc.
Choice Financial Group announced today it has acquired Parker Reigle Insurance Agency of Chesapeake, Va.
Choice Financial Group announced today it has acquired New Jersey-based R. Stephens Financial, Inc.
Choice Financial Group announced today that Michael J. Andersen joined its team as President and Chief Operating Officer.
Choice Financial Group announced today that its Board of Directors has appointed Robert J. Hilb as CEO.
Choice Financial Group announced today that it has acquired Pennsylvania-based Fonner Insurance Associates.
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.
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 is pleased to announce it has acquired The Carey Group, Inc. & Carey Group Publishing.
Empower Community Care, a leading global behavioral health organization, is pleased to announce it has acquired F.F.T. LLC.
Northlane Capital Partners, announced today that is has made an investment in Empower Community Care.
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
We invested in Firma Clinical Research, a niche contract research organization providing services to the biopharmaceutical industry.
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.
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.
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.
Northlane Capital Partners announced today that its portfolio company, Multi-Tech Systems, Inc., acquired Radio Bridge Inc.
NCP announced today that its portfolio company, SmartWave Technologies, has acquired Multi-Tech Systems, Inc.
We invested in SmartWave Technologies, a market-leading manufacturer of innovative 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.
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.
NCP invests in PAR Excellence Systems, a leader in specialized supply chain management systems for the healthcare industry.
Plus Delta Partners is a leading provider of specialized fundraising training and tools designed to enable higher education institutions, healthcare organizations, and other nonprofits to maximize donor contributions. PDP offers a comprehensive suite of fundraising training solutions tailored to frontline fundraisers and other key stakeholders across all stages of the fundraising lifecycle, serving over 400 customers in the U.S. and internationally.
Northlane Capital Partners (“NCP”) announced today that it has made an investment in Plus Delta Partners (“PDP”), a leading provider of specialized fundraising training and tools designed to enable higher education institutions, healthcare organizations, and...
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.
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.
SAI MedPartners, a global consultancy providing strategic insights and analytics to the pharmaceutical, biotechnology, and medical device industries, is pleased to announce that it has acquired IDEA Pharma.
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, 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 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.
Founded in 2010, Stellar Public Adjusting Services is a specialty insurance consultancy that provides professional representation to business and property owners during the property insurance claims process. The Company offers a comprehensive suite of services across all perils, such as water, fire, flood, hurricane, and mold damage.
Founded in 1990, United States Drug Testing Laboratories (USDTL) is a forensic toxicology laboratory specializing in toxicology testing for alcohol and substance use in newborns, children, and adults. The company’s test panels are designed to examine a variety of specimens, including umbilical cord, meconium, hair, nails, blood, and urine.
Northlane Capital Partners announced that it has invested in United States Drug Testing Laboratories Inc. (“USDTL”), a forensic toxicology laboratory testing for alcohol and substance use.
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.
List Partners, LLC, successfully completed the acquisitions of two sales intelligence platforms.
Northlane Capital Partners have invested in List Partners, a provider of sales intelligence content.
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.
Linden Capital Partners and NCP completed the merger of their portfolio companies to create Advarra.
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®.
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 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.
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.
Brandmuscle, an NCP portfolio company, made an investment in Saepio Technologies.
We invested in Brandmuscle, a leading provider of local marketing automation technology and services.
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 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.
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.
Northlane Capital Partners (“NCP”) announced today the sale of The Difference Card (TDC) a leading a provider of healthcare cost containment solutions that enable employers to reduce healthcare insurance costs without reducing employees’ benefit levels...
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 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.
NCP announced today that it has made an investment in EB Employee Solutions, LLC d/b/a The Difference Card.
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.
Business development related data providers serving the financial services and insurance industries
NCP announced today that it has sold Discovery Data Holdings, Inc. to Institutional Shareholder Services Inc.
We are pleased to announce that Robert Skea has been appointed as the CEO of Discovery Data.
We invested in Discovery Data Holdings, Inc. ("Discovery Data"), a provider of information services.
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.
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 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 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 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 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.
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.
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.
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 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 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.
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, 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, 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 announced it has acquired Health Care Futures, a business strategy and consulting firm.
VMG Health is pleased to announce it has acquired RR Health Strategies, LLC (“RRHS”)/
Northlane Capital Partners announced today that it has made an investment in VMG Health.
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 is a provider of infrastructure redevelopment and environmental engineering services to government and commercial clients.
WRH is a preclinical contract research organization providing product safety and toxicology research services primarily to the biopharma and industrial and agro-chemical industries.
The portfolio companies presented above include investments made and/or managed by certain Northlane principals while at Northlane’s predecessor firm (“Predecessor”). In certain cases, other Predecessor investment professionals and/or affiliates or other individuals had substantial involvement in and/or decision-making authority over, and made substantial contributions to, certain of such investments.