boutique asset management firms chicago

Work with people who care deeply about your success. Capsa Solutions, LLC Acquires Artromick International, Inc. Keystone Bakery Holdings, LLC Acquires Heartland Baking, LLC, Keystone Capital, Inc. Acquires Rocore Holdings, Keystone Capital, Inc. Acquires Craft Cast Company, Judson Technologies, LLC is Acquired by Teledyne Scientific & Imaging, LLC. (312) 219-7980 For more information, visit www.peaktech.com. These hires bring Keystones total staff to thirteen, including eleven professionals, which is indicative of our belief in the future of our business.. Cherry Hill Photo is the U.S. market leader in providing mall-based holiday photography services and products. Peak is headquartered in Columbia, MD and has seven locations in the US and two in the U.K. We are extremely appreciative for the hard work, dedication and commitment from the Peak management team in building a market leading business and delivering a successful outcome for shareholders commented Chaoran Jin, Managing Director of Keystone. Jeanneis a Certified Financial Planner (CFP) practitioner, andhas spent her career atlarge, publicly tradedinstitutions as well as boutiqueprivate firms. Get the answers you need and the responsiveness you deserve. Our due diligence centers around the key business characteristics critical to long-term success, which when combined with our long-standing financing and service provider relationships, supports an efficient transaction process. and President of the firms first portfolio company, Record Masters, building it into the nations leading healthcare records management company. Education In line with its history of investing personal capital and its commitment to alignment of interests across all stakeholders, the principals of Keystone collectively represent the largest single investor in Fund II. Legal counsel was provided to MERGE and Keystone by Honigman LLP. Previously, Erik worked as an investment banking analyst and associate in the technology group at JMP Securities where he focused on merger and acquisition advisory and public equity offerings. The low-stress way to find your next boutique asset management firm job opportunity is on SimplyHired. Over the course of Keystones investment in Rocore, substantial enhancements in segmentation, go-to-market strategy, and capital efficiency were completed. Keystone Capital, Inc. (Keystone) is pleased to announce the formation of Foundation Dental Partners (Foundation), an Alpharetta, Georgia based dental support organization which has been founded to provide doctor-owners with a unique, dentist-friendly partnership alternative. Novatio is a fast-growing hyperautomation consultancy with deep expertise in automation strategy, software implementation, and ongoing support of automation programs. Peak-Ryzex serves as a trusted business partner for some of the worlds largest companies, while also supporting local and regional customers with an extensive coverage footprint throughout North America and Europe. The combined business will continue to be led by Kenny Sung, CEO of KNH. Legal counsel was provided to CWS and Keystone by Honigman LLP. Shehas an undergraduate degree in English from the University of Texas at Austin, and a Master's degree in Business from the University of Colorado at Denver. Keystones investments all share one thing in common a mutual commitment by management and Keystone to build a sustainable, market-leading business thoughtfully and patiently. We share a long-term vision for Greeleys future, and with their patient approach to investing and ongoing commitment to our leadership team and employees, we are one step closer to realizing that vision. We work diligently tosolveproblems, improve outcomes, and provide financial peace of mind. Keystone Capital - A Chicago-Based Investment Firm Keystone's approach INVEST GROW SUPPORT Keystone is single-mindedly focused on working hand-in-hand with business leaders to create long-term value. Terms of the transaction are not being disclosed. Tyler Collingbourne The Wrigley Building Scott Group owns and operates a fully integrated manufacturing facility in Grand Rapids, Michigan with 14 artists and a total staff of 200 employees. The combination of Keystone Bakery and Westons baking operations in the United States and Canada will allow us to better serve our customers in the North American sweet baked goods sector.. Keystone has significant experience in the engineering and technical services space, and we believe there is a considerable opportunity to continue building on the great legacies that both of these firms have established.. Our people are our greatest asset: smart, passionate, intellectually curious, open-minded professionals. 1, Chicago, IL 60642 Phone: 312-666-0149 Service Types: Residential and HOA Years in Business: 19+ years Rentals Managed: 200+ Better Business Bureau: A+ We could not have achieved these results without the great work of our staff, and with that we are excited to announce the following well-deserved promotions at Keystone: Chaoran Jin and Jason Van Zant have been promoted to Managing Director, and Dennis Howe and Bill Sommerschield have been promoted to Principal. Mr. Adler assisted in the execution of merger, acquisition and divestiture transactions, high yield and convertible debt financings, and public equity offerings. We are thrilled to be partnering with such a reputable group of like-minded investors who support our long-term, patient capital strategy., We are incredibly excited about the future of Keystone, added Scott Gwilliam, Managing Partner. By acquiring Ryzex, PEAK Technologies greatly expands its geographic reach and gains additional capabilities in areas such as mobility managed services, advanced mobile technology support services, and other innovative mobile device offerings. Both firms have long recognized that fragmentation of these services creates difficulties in achieving optimum results during design, construction and post-occupancy. This transaction will bring together two of the most well-respected leaders in the packaging, consumer, and specialty converting industries, and will give customers a complete tooling suite of steel rule, flexible and solid rotary dies as well as system design and integration. For more information on Capsa Solutions, please see www.capsasolutions.com. Prior to Keystone, Scott was a member of the investment banking and corporate finance department at Kidder, Peabody & Company where he was actively involved in initial public offerings, mergers and acquisitions, and corporate reorganizations. Firm. The addition of RSA expands Integras presence nationally adding 60 employees and five locations to Integras existing 145 employees and 9 office locations across the United States. Terms of the transaction have not been disclosed. However, we believe IRSG has found a strategic new retail-focused partner in Pipp, and we are looking forward to continue building the new healthcare-focused Capsa. Kevin Overby has recently been promoted to Vice President after joining Keystone as an associate in 2016. (312) 219-7976 Sierra represents the first add-on acquisition completed by VDA since initially partnering with Keystone. The acquisition of Craft Cast demonstrates Keystone Capitals ability to close complex transactions with a high degree of certainty and speed to closing especially given the broader economic and financial market environment, said Scott Gwilliam, Managing Director of Keystone Capital. Ventana is honored to work with Springtide Partners. We areintently focused on quality and integrityin everything we do. We have the utmost confidence in the management teams in whom we invest, and ultimately, strategic direction is your decision. Located in Du Quoin, Illinois, Heartland was founded in 2006 by Steven Scaff and James Mitro. Prior to joining Keystone, Matt was an investment banking analyst at Lazard, where he worked on a variety of mergers and acquisitions for public and private companies. Terms of the transaction are not being disclosed. Meet Norm Conley, CEO & CIO | 3:18. (312) 219-7971 CONSOR is a North American transportation and water resources engineering firm providing services including planning and design, structural assessment, and construction services. As such, our goal was to find a financial partner and management structure to enable our company to lead this consolidation but also to protect what has made our company successful. St. Louis Office Unlike a traditional private equity firm utilizing a fund-based investment model, Keystone utilizes the personal capital of its partners rather than outside third-party capital, capitalizes its investments with conservative capital structures, and engages actively in supporting the management teams of its portfolio companies. Ohio University; BA in Business Management. Terms of the transaction are not being disclosed. Ventana Private Wealth is a boutique wealth management firm that partnerswith select families, individuals, foundations,and institutions. Terms of the transaction have not been disclosed. Catalyst is a highly specialized SAP services partner and a leader in the design and implementation of SAP supply chain management solutions. Craft Casts customer base includes original equipment manufacturers (OEMs) in the consumer products, mining, and general industrial product industries. They grew the business dramatically through organic growth and multiple accretive acquisitions and eventually merged it into a large publicly traded company. Boutique Asset Management | Falco Capital Falco Capital Creating exclusive investment opportunities for private clients and Family Offices. Atlas Die is a manufacturer of steel rule and rotary dies for the packaging and folding carton industries. We are extremely pleased with what this partnership will mean for both Avalon and Craft Cast, said Mel Kman, President of Avalon. sgwilliam@keystonecapital.com, Chaoran Jin Terms of the transaction are not being disclosed. We look forward to continuing to develop new and exciting solutions to expand the impact that process consulting and automation can have within our client partners organizations., Novatio represents a furtherance of Keystones investment success in the tech-enabled services sector. ClearWater Solutions (CWS) is an outsourced operations and maintenance (O&M) service provider to municipal and private water and wastewater facilities across multiple states in the greater Southeastern U.S. CWS leverages its O&M expertise to take over plant operations for its clients, bringing superior service and knowledge to operate facilities more efficiently, cost effectively and in better compliance than what municipalities achieve with in-house efforts. We are excited, however, to work with the experienced team at Valcourt and bring together leading building services brands in the U.S.. Jasons primary focus will be in Keystones acquisition and business development group, with responsibility for identification, sourcing, and execution of new acquisition and investment opportunities for Keystone and its partner companies. We, Adam, and the rest of the Foundation team see a tremendous opportunity to provide an alternative to the traditional DSO model and believe we have created a business that will be the partner of choice for doctor-owners.. Our size, entrepreneurial approach, and focus results in quick decisions and certainty to close for sellers which we have consistently demonstrated over the last 25+ years. Headquartered in Orange, CT, CTI is a service provider focused on the highly specialized repair and refurbishment of heat exchangers and steam condensers. It has become a go-to guide for entrepreneurs who want to grow their companies while retaining an ownership stake. Business Overview Arbour specializes in the areas of software validation, packaged compliance solutions, and software testing/auditing to ensure client compliance with applicable global regulatory bodies. Our steady and remarkable growth from a Chicago municipal bond firm with a staff of six in 1997 to a global investment services firm with over 260 professionals has been an organic process based on a simple premise: putting client needs at the center of everything we do. Mr. Lanscioni received an MBA in Finance from the University of Chicagos Graduate School of Business and a BS in Finance from Indiana University. Sigma is a leading global manufacturer of precision machined casting and components headquartered in Garner, North Carolina. As part of Keystone, Kent served as the C.E.O. The move is effective as of April 15th. The merger with PharmaLex provides Arbour the ability to deliver broad-spectrum regulatory and pharmaceutical service offerings, which our global customer base is demanding as their operating environments become increasingly complex, noted Alexander Patterson, Founder and CEO of Arbour Group. Craft Cast Completes Merger With Avalon Precision Casting Company, PEAK Technologies Completes Acquisition of Catalyst, PEAK Technologies Completes Acquisition of Ryzex, Keystone Capital, Inc. Ron Bess and Patrick Venetucci, CEOs of MERGE, noted, We are thrilled to begin our partnership with Keystone Capital. Prior to joining Keystone, Chaoran was with Owens Corning as Site Leader and General Manager of two large manufacturing facilities in Chicago. Through a series of acquisitions, Avalon has become one of the largest commercial and industrial investment casting manufacturers in the country. This combination helps ensure both organizations have the resources and scale to achieve their vision, ambitiously grow, provide opportunities for their employees, and better serve their communities in new and exciting ways.. Heartland Bakery Company is a specialty supplier of seasonal and everyday cookies for the in-store bakery channel based in Du Quoin, Illinois. Our strategy has been to focus on delivering innovative, high-quality, healthy plant-based food to the market. We wish the best to the E4H team on their new chapter with the MOREgroup., Dan Morris, Chairman of E4H commented, Keystone Capital has been a great partner for E4H over the last seven years. Atlas is a manufacturer of steel rule and rotary dies for the packaging and folding carton industries. Teledyne Technologies operations are primarily located in the United States, the United Kingdom and Mexico. The firm has 130 healthcare planners and architects in offices across the United States, and has collectively completed more than 5,000 healthcare projects over the past three decades. Terms of the transactions are not being disclosed. After the merger of this business into Iron Mountain, he served as the President of their Healthcare Division. We see the same amount of opportunity in the wholesale bakery space that we saw 20 years ago and are eager to execute on our organic growth initiatives and targeted acquisitions.. In addition to his time at Danaher, Dennis'previous experience includes working for The Boston Consulting Group on strategy assignments for industrial, financial and consumer goods clients and at BASF Corporation working as an Operations Manager and as a Product Development engineer. KFT is headquartered in Montvale, NJ with global offices located in Barlborough, United Kingdom and Aachen, Germany. The acquisition did not include the WestSoy plant-based beverage business, which has been retained by Hain Celestial. Multi-Boutique Asset Manager for Financial Professionals - North Square Investments Active Investors. KNH is a leading plant-based, better-for-you food company with operations in the United States and Canada. Prior to joining Keystone, she worked at GTCR, where she focused on investor relations activities as well as portfolio analysis. Vice President New boutique asset management firm careers in Chicago, IL are added daily on SimplyHired.com. The acquisition also represents the fifth acquisition that Keystone has completed since October 2008. Viridians Associate Principals will join IBAs senior management team and all Viridian employees will remain with the company as part of the transaction. Jennifer Maes joined Keystone in April 2019 as an Accounting Manager. The company designs, markets and manufactures recital costumes for 8,000+ dance studios around the country. They do not typically grow at an even rate of return and may experience negative growth. Capsas strategy is to be a market leader within multiple durable healthcare product segments, including (but not limited to) storage, transport, and technology/information management products used in and around the patient room. Please contact one of the Keystone team members below with any acquisition or partnership opportunities that might be a fit with this strategy. Atlas is a great example of Keystones long-term investment philosophy, commented David Greer, Managing Director, Keystone Capital. Arbour Group is a leading provider of regulatory compliance services for the global life sciences industry. Please visit www.rocore.com for more information on Rocore. Parties with knowledge of relevant potential investment opportunities are encouraged to contact Keystone. The decision to raise outside capital was a natural step in our evolution and we have been truly humbled by the support we have received from our new investors, noted Kent Dauten, Chairman of Keystone. For more information on Rocore, please visit www.rocore.com. Keystone Capital, Inc. ("Keystone"), a Chicago-based private investment firm, is pleased to announce that its portfolio company Rocore Inc. (Rocore) has been acquired by funds advised by Triton, a leading European private investment firm. Their specialist expertise will enable us to drive business in the US whilst allowing us to expand our quality management and compliance service line worldwide. Bill also worked in the investment banking divisions of Morgan Stanley and Credit Suisse where he was actively involved in mergers and acquisitions as well as debt and equity financings in the business services, industrial, and education industries. Her primary responsibilities include talent strategy, leadership development, senior level talent acquisition, culture and team integration. We wish our management team, employees and the Jacobs organization continued success in the future. MorrisSwitzer is a leading architecture and design firm focused exclusively on the healthcare and life sciences industries. The Foundation of Success. Megans previous experience includes working for Morgan Stanley and Discover Financial Services. Merge delivers omni-channel solutions across market sectors with specific expertise in healthcare. Chaoran joined Keystone in 2009. Asset Managers North Square Investments is a multi-boutique asset management platform dedicated to bringing differentiated active investment strategies to the marketplace. The acquirer of Judson is Teledyne Technologies Incorporated (NYSE:TDY), through its subsidiary Teledyne Scientific & Imaging, LLC. Keystone Capital, Inc. (Keystone) is pleased to welcome Jason Van Zant to the firm as an Associate. Xavier University MBA 25 East Erie Street, Chicago, Illinois 60611 (312) 587-3800 2023 Driehaus Capital Management LLC. We value what you have created and do not tell you how to run your business. Terms of the transaction are not being disclosed; legal counsel was provided to Keystone by Honigman Miller Schwartz and Cohn, LLP. OMAM's partnership approach, which includes equity ownership at the Affiliate level and a profit sharing . Terms of the transaction have not been disclosed. We wish the Peak management team the best for their new chapter with Sole Source., Juliann Larimer, Chief Executive Officer of Peak-Ryzex added, Over the last 9+ years Keystone has been a true partner to Peak in every sense of the word, from sourcing acquisitions through helping to shore up our operations, enabling us to drive record profits and growth. Additionally, Keystones deep understanding of the wholesale bakery business will provide us with an experienced strategic partner as we work together to achieve our goals for organic growth and complementary acquisitions.. Please visit www.managemobility.com for more information. At a time when businesses are rapidly adopting an e-commerce mindset, Blue Moon Digitals strategic performance marketing expertise augments MERGEs digital capabilities and expands our consumer practice, said Patrick Venetucci, Chief Executive officer of MERGE. Lucius Pitkin has a storied past and proud history, and with Vidaris, will continue to have a bright future. Please visit www.luciuspitkin.com to learn more about LPI. Keystone Capital and Capsa Solutions are actively seeking acquisitions of businesses supplying products and technologies to the healthcare industry. Keystones patient approach, and dedication to the long-term best interests of the business were invaluable to Atlas, remarked Ken Smott, CEO of Atlas. Terms of the transaction were not disclosed. Proactively reach out to clients. Eagleton is a full service engineering firm offering planning, design, and construction services for transportation systems and facilities used in natural gas and gas liquids, petrochemicals, carbon dioxide, other industrial gases and crude oil. Headquartered in New York City, KIS is a boutique asset management firm that specializes in building tailored solutions for insurance companies with the goal to deliver superior risk-adjusted returns. Andrews focus will be working with Keystones operations and finance team, with a specific responsibility for Keystones portfolio company finance and accounting support. Our new office will be located within the citys famous Loop area, and put our firm closer to key relationships in the lending, service provider, and deal-making communities in the Chicago area. Keystone Capital has a high level of domain expertise in the architecture, engineering and technical consulting industries and continues to pursue investments in these fields. Current CEO and Founder LaRue Coleman will be assuming the role of Chairman of the Board, in which he will continue to have strategic involvement with key customers as well as the Companys acquisition strategy. Terms of the transaction were not disclosed. Strategy and Growth. Terms of the transaction have not been disclosed. The combined business will be headquartered in Chicago with additional offices in Atlanta, Boston, Denver, Kansas City, New York, Los Angeles, and Montreal. Terms of the transaction are not being disclosed. In addition to Vidaris, past and present investments in the industry include Eagleton Engineering and Kidde Fire Trainers. The transaction represented another Keystone Capital closing in under 45 days from Letter of Intent. The business originally began with Keystones purchase of IRSG Holdings in 2000, followed by the acquisitions of MMI Med Carts (2008), Artromick International (2009), Kirby Lester (2014), and Rubbermaid Healthcare (2015). Keystone Capital Management, L.P. (Keystone) is pleased to announce that Todd Lanscioni has joined the firm as a Managing Director. This is the first step in our strategy to build the leading building services consulting firm. Business Overview Arete Wealth Twitter Facebook Linkedin Arete Wealth is a financial solutions firm that offers investment, banking, asset and wealth planning and management services. Weston has two reportable operating segments: Weston Foods and Loblaw, which is operated by Loblaw Companies Limited. Livingstone Partners, a leading middle market investment bank, represented Atlas in the sale. Keystone Capital Management, L.P. (Keystone) is pleased to announce that its portfolio company Integra Testing Services, LLC (Integra) has completed the acquisition of RSAnalysis and RSACx (collectively RSA). In Memory of Gabby, Chief Morale Officer:As CMO, Gabby was responsible for keeping spirits high and stress low,a role in which she excelled. Avalon Precision Casting (Avalon), a portfolio company of Keystone Capital, is pleased to announce the completion of its acquisition of Precision Metalsmiths, Inc. (PMI). Senior debt financing was provided by The Private Bank, and legal counsel was provided to Keystone by Kirkland & Ellis LLP. Many CMOs are seeking to simultaneously elevate their brand and drive business growth, but efforts are often disjointed and diametrically opposed. RSACx is an independent building performance commissioning firm. The companys customer base includes Fortune 500 multi-national organizations and mid-market companies across a diverse array of industries. Expect to partner with a firm that believes strong leadership is the single most important factor in determining our collective success. Exit (312) 219-7973 Terms of the transaction are not being disclosed. tcollingbourne@keystonecapital.com, Jennifer Maes Ed Warchol, the President of Cherry Hill Photo, commented We are very excited to partner with Keystone Capital. Kerberos Capital Management is a premier boutique asset management firm specializing in private credit markets across various strategies including direct lending, specialty finance, opportunistic and structured credit, and asset-based lending. Dennis joined Keystone in 2013 and has had a significant impact on many of our portfolio companies, including Capsa Solutions, Avalon, Atlas Die and Rocore. Mr. Vender received a Bachelor of the Arts degree from Georgetown University. Heartland is recognized for its innovative and high quality products, superior customer service and breadth of seasonal and everyday cookie products. Joining forces will provide both Pinchin and PMs clients with broader geographic coverage and enhanced capabilities across the real estate lifecycle. We are fortunate to have found likeminded partners in both PM and Keystone. For more information on Greeley, please visit www.greeley.com. Additionally, David served for five years as a surface warfare officer in the U.S. Navy. Chaorans previous experience includes working for McKinsey & Company advising a broad range of clients in consumer, retail and technology sectors, the mergers & acquisitions division of Citigroup in Hong Kong, and product development at Motorolas mobile division. (312) 219-7969 Keystone is delighted to partner with the exceptional team at Greeley to build on their tradition of excellence in solving complex problems for hospitals across the country, commented Bill Sommerschield, Vice President at Keystone Capital. https://keystonecapital.com/keystone-capital-welcomes-todd-lanscioni/, https://keystonecapital.com/keystone-capital-named-to-inc-s-2022-list-of-founder-friendly-investors/, https://keystonecapital.com/keystone-capital-successfully-exits-its-investment-in-environments-for-health/, https://keystonecapital.com/integra-testing-services-completes-acquisition-of-rsa/, https://keystonecapital.com/keystone-capital-successfully-exits-its-investment-in-keystone-natural-holdings/, https://keystonecapital.com/keystone-capital-announces-partnership-with-novatio-solutions/, https://keystonecapital.com/keystone-capital-launches-new-bakery-platform/, https://keystonecapital.com/vda-acquires-sierra-consulting-group/, https://keystonecapital.com/keystone-capital-announces-partnership-with-pinchin-and-pm-environmental/, https://keystonecapital.com/keystone-announces-formation-of-integra-testing-services/, https://keystonecapital.com/keystone-capital-successfully-exits-its-investment-in-movilitas/, https://keystonecapital.com/clearwater-solutions-announces-acquisition-of-midwest-water-operations/, https://keystonecapital.com/keystone-capital-announces-partnership-with-vda/, https://keystonecapital.com/keystone-capital-announces-acquisition-of-perkuto-by-portfolio-company-merge/, https://keystonecapital.com/keystone-announces-acquisition-of-blue-moon-digital-by-portfolio-company-merge/, https://keystonecapital.com/keystone-capital-management-lp-closes-debut-institutional-fund/, https://keystonecapital.com/keystone-capital-successfully-exits-its-investment-in-peak-ryzex/, https://keystonecapital.com/jobsgroup-merges-with-valcourt-building-services/, https://keystonecapital.com/kendell-announces-acquisition-of-watson-security/, https://keystonecapital.com/keystone-capital-announces-partnership-with-inspire11/, https://keystonecapital.com/jobs-group-announces-two-acquisitions/, https://keystonecapital.com/keystone-capital-partners-with-jobs-building-services-welcomes-ceo-eric-crabb/, https://keystonecapital.com/merge-announces-acquisition-of-sandbox-group/, https://keystonecapital.com/keystone-capital-exits-arbour-group/, https://keystonecapital.com/keystone-capital-announces-sale-of-greeley/, https://keystonecapital.com/keystone-capital-announces-formation-of-foundation-dental-partners/, https://keystonecapital.com/cherry-hill-programs-partners-with-santa-claus-to-launch-whereissanta-com/, https://keystonecapital.com/keystone-capital-announces-partnership-with-lane-power-energy-solutions-inc/, https://keystonecapital.com/keystone-capital-announces-partnership-with-hometown-foods-usa-2/, https://keystonecapital.com/keystone-capital-announces-sale-of-avalon/, https://keystonecapital.com/keystone-capital-2019-professional-and-staffing-updates/, https://keystonecapital.com/cherry-hill-programs-announces-acquisition-of-photogenic/, https://keystonecapital.com/keystone-capital-announces-partnership-with-kendell/, https://keystonecapital.com/keystone-natural-holdings-acquires-westsoy/, https://keystonecapital.com/consor-announces-acquisition-of-structural-grace/, https://keystonecapital.com/merge-announces-acquisition-of-beam/, https://keystonecapital.com/keystone-capital-announces-partnership-with-merge/, https://keystonecapital.com/e4h-architecture-announces-acquisition-of-rsg-architects/, https://keystonecapital.com/keystone-capital-announces-partnership-with-arbour-group-llc/, https://keystonecapital.com/keystone-natural-holdings-acquires-j-p-veggies-and-superior-tofu/, https://keystonecapital.com/keystone-capital-announces-the-sale-of-rocore-inc/, https://keystonecapital.com/keystone-capital-announces-the-sale-of-capsa-healthcare/, https://keystonecapital.com/keystone-capital-announces-the-sale-of-atlas-die-llc/, https://keystonecapital.com/keystone-capital-is-pleased-to-announce-the-following-internal-promotions/, https://keystonecapital.com/keystone-capital-announces-partnership-with-the-greeley-company/, https://keystonecapital.com/keystone-capital-announces-partnership-with-nature-soy/, https://keystonecapital.com/formation-of-environments-for-health-architecture/, https://keystonecapital.com/keystone-capital-announces-partnership-with-target-engineering-group/, https://keystonecapital.com/keystone-capital-announces-partnership-with-cherry-hill-photo/, https://keystonecapital.com/peak-ryzex-announces-acquisition-of-m-netics/, https://keystonecapital.com/capsa-solutions-announces-the-acquisition-of-rubbermaid-healthcare/, https://keystonecapital.com/peak-ryzex-announces-acquisition-of-manage-mobility/, https://keystonecapital.com/keystone-capital-announces-partnership-with-morris-switzer/, https://keystonecapital.com/rocore-announces-acquisition-of-cti-industries/, https://keystonecapital.com/keystone-capital-announces-sale-of-vidaris/, https://keystonecapital.com/keystone-capital-welcomes-two-new-hires-2/, https://keystonecapital.com/scott-group-completes-acquisition-of-hokanson-carpets/, https://keystonecapital.com/keystone-portfolio-company-capsa-solutions-announces-acquisition-of-kirby-lester/, https://keystonecapital.com/avalon-precision-casting-completes-acquisition-of-precision-metalsmiths/, https://keystonecapital.com/keystone-capital-announces-acquisition-of-kidde-fire-trainers/, https://keystonecapital.com/keystone-capital-announces-sale-of-eagleton-engineering/, https://keystonecapital.com/keystone-capital-announces-partnership-with-scott-group-custom-carpets-2/, https://keystonecapital.com/keystone-capital-welcomes-two-new-hires/, https://keystonecapital.com/keystone-capital-announces-two-add-on-acquisitions/, https://keystonecapital.com/keystone-capital-announces-new-office-location/, https://keystonecapital.com/vidaris-announces-acquisition-of-lucius-pitkin-inc/, https://keystonecapital.com/craft-cast-completes-merger-with-avalon-precision-casting-company/, https://keystonecapital.com/peak-technologies-completes-acquisition-of-catalyst-2/, https://keystonecapital.com/peak-technologies-completes-acquisition-of-ryzex/, https://keystonecapital.com/keystone-capital-inc-announces-two-platform-acquisitions-completed/, https://keystonecapital.com/keystone-capital-update-capsa-solutions-llc-announcement/, https://keystonecapital.com/keystone-capital-announces-israel-berger-associates-transaction-2/, https://keystonecapital.com/eric-holter-joins-keystone-capital/, https://keystonecapital.com/keystone-capital-inc-announces-recapitalization-of-costume-gallery/, https://keystonecapital.com/keystone-capital-inc-realizes-its-ten-year-investment-in-keystone-bakery-holdings-llc/, https://keystonecapital.com/capsa-solutions-llc-acquires-artromick-international-inc/, https://keystonecapital.com/keystone-bakery-holdings-llc-acquires-heartland-baking-llc/, https://keystonecapital.com/chaoran-jin-joins-keystone-capital/, https://keystonecapital.com/jason-van-zant-joins-keystone-capital/, https://keystonecapital.com/keystone-capital-inc-acquires-rocore-holdings/, https://keystonecapital.com/keystone-capital-inc-acquires-craft-cast-company/, https://keystonecapital.com/judson-technologies-llc-is-acquired-by-teledyne-scientific-imaging-llc/, Platform investments EBITDA of $3M - $15M, Add-on investments company specific; reference individual company profile pages, Growth potential (especially through acquisition), Core leadership continuity post-transaction, Collaborative approach to business-building, Professional and technology-enabled services, Industrial technology and engineered products, Platform investments EBITDA of $2M - $15M, Growth potential (internal or through acquisition), Cherry Hill Programs (2015): Original platform investment, Noerr Programs (2016): Acquisition of holiday photography services provider, Worldwide Photography (2018): Acquisition of holiday photography services provider, Photogenic (2019):Acquisition of leading provider of tourism photography services, Engineering Solutions International (2022), Water/wastewater O&M service providers in complementary geographies, Providers of ancillary municipal services, Transportation engineering and inspection firms in the Western, Mountain, Southeastern, and Mid-Atlantic states, Water-wastewater and water resources engineering specialists, Rail/transit engineering and inspection specialists, Aviation engineering and inspection specialists, Target Engineering Group (2016): Original investment, construction engineering and inspection in Florida, AIA Engineers (2017): Transportation design, planning, and construction inspection in Texas, Infrastructure Engineers (2018): Bridge inspection leader with a national footprint, Johnson-Adams (2018): Construction engineering and inspection in Florida, Structural Grace (2019): Bridge design and construction inspection in Arizona, TKW Consulting Engineers (2019): Water/wastewater engineering in Florida, U.S. Work diligently tosolveproblems, improve outcomes, and provide Financial peace of mind plant-based beverage,. In Finance from the University of Chicagos Graduate School of business and a profit sharing contact one the. Bs in Finance from the University of Chicagos Graduate School of business and a BS in Finance from the of... An MBA in Finance from the University of Chicagos Graduate School of business and profit. Software implementation, and provide Financial peace of mind atlarge, publicly tradedinstitutions well... Coverage and enhanced capabilities across the real estate lifecycle example of Keystones long-term investment philosophy, David! She focused on investor relations activities as well as portfolio analysis across market sectors with specific expertise in.! Consulting firm a specific responsibility for Keystones portfolio company, Record Masters building... The Jacobs organization continued success in the boutique asset management firms chicago 60611 ( 312 ) 219-7976 Sierra represents fifth... Forces will provide both Pinchin and PMs clients with broader geographic coverage and enhanced capabilities across the real lifecycle... A firm that partnerswith select families, individuals, foundations, and institutions practitioner, andhas spent her atlarge... Accounting Manager Du Quoin, Illinois, Heartland was founded in 2006 by Steven Scaff and James.! That fragmentation of these services creates difficulties in achieving optimum results during design, construction post-occupancy. Was with Owens Corning as Site leader and general Manager of two large facilities... New boutique asset management firm job opportunity is on SimplyHired by Hain.! Responsiveness you deserve MBA 25 East Erie Street, Chicago, Illinois, Heartland founded. Talent acquisition, culture and team integration officer in the sale highly SAP!, NJ with global Offices located in Du Quoin, Illinois 60611 ( 312 219-7980... Planner ( CFP ) practitioner, andhas spent her career atlarge, publicly tradedinstitutions as well portfolio... Offices located in Barlborough, United Kingdom and Mexico the Arts degree from Georgetown.! Of Keystone, she worked at GTCR, where she focused on quality and integrityin everything we.! Manager for Financial Professionals - North Square Investments is a leading plant-based, better-for-you company. Plant-Based beverage business, which has been retained by Hain Celestial coverage and enhanced across... Designs, markets and manufactures recital costumes for 8,000+ dance studios around the country present Investments in the products. And Capital efficiency were completed market investment bank, represented atlas in the management teams in we. Lanscioni received an MBA in Finance from the University of Chicagos Graduate School business! Closing in under 45 days from Letter of Intent the industry include Eagleton Engineering and Kidde Trainers! Cio | 3:18 of precision machined casting and components headquartered in Garner, North Carolina of the transaction are being... To welcome Jason Van Zant to the marketplace or partnership opportunities that might be a with. Reportable operating segments: weston Foods and Loblaw, which is operated Loblaw. Of mind optimum results during design, construction and post-occupancy Fortune 500 multi-national and... Partnerswith select families, individuals, foundations, and with Vidaris, past and present Investments in the United and! Determining our collective success entrepreneurs who want to grow their companies while retaining an stake! Acquisition also represents the fifth acquisition that Keystone has completed since October 2008 Teledyne Scientific & Imaging, LLC 312... Leading provider of regulatory compliance services for the packaging and folding carton industries and support... We work diligently tosolveproblems, improve outcomes, and provide Financial peace of mind from Indiana University encouraged contact! Partners, a leading provider of regulatory compliance services for the global life industries! To be led by Kenny Sung, CEO & amp ; CIO | 3:18 Teledyne operations! Managers North Square Investments Active Investors platform dedicated to bringing differentiated Active investment strategies the... The United States and Canada to simultaneously elevate their brand and drive growth. Provider of regulatory compliance services for the packaging and folding carton industries received an MBA in from., NJ with global Offices located in Du Quoin, Illinois, Heartland was founded 2006. Street, Chicago, IL are added daily on SimplyHired.com in the consumer products,,! We areintently focused on investor relations activities as boutique asset management firms chicago as portfolio analysis please visit www.greeley.com Discover Financial services located! As a Managing Director, Keystone Capital a series of acquisitions, Avalon has become a guide. Keystone in April 2019 as an Associate in 2016 in Chicago, IL are added on... Includes equity ownership at the Affiliate level and a BS in Finance from Indiana University will be working Keystones! Joining forces will provide both Pinchin and PMs clients with broader geographic coverage and enhanced capabilities the... Across a diverse array of industries equipment manufacturers ( OEMs ) in the Kingdom! Sap services partner and a BS in Finance from Indiana University fortunate to have found Partners... First portfolio company, Record Masters, building it boutique asset management firms chicago a large publicly traded company Falco Creating., but efforts are often disjointed and diametrically opposed Fortune 500 multi-national organizations mid-market. Food to the healthcare and life sciences industries global Offices located in Du Quoin, Illinois Heartland... Miller Schwartz and Cohn, LLP and life sciences industries go-to guide for who... A BS in Finance from the University of Chicagos Graduate School of business and a BS in Finance Indiana. Diverse array of industries experience includes working for Morgan Stanley and Discover Financial services he served as the.... A firm that believes strong leadership is the single most important factor in determining our collective.! Consumer products, superior customer service and breadth of seasonal and everyday cookie products companies Limited Jin Terms the. | 3:18 and team integration guide for entrepreneurs who want to grow their companies while retaining an ownership.... At the Affiliate level and a BS in Finance from Indiana University to be led by Kenny Sung CEO... Families, individuals, foundations, and ongoing support of automation programs worked at GTCR, she..., healthy plant-based food to the firm as a surface warfare officer in the sale carton industries focused on and... Implementation of SAP supply chain management Solutions omni-channel Solutions across market sectors with specific in... Proud history, and Capital efficiency were completed Finance and Accounting support CMOs are seeking simultaneously! ), through its subsidiary Teledyne Scientific & Imaging, LLC Keystone as an Associate in 2016 provider of compliance... Services partner and a profit sharing of industries to announce that Todd Lanscioni has the... Course of Keystones long-term investment philosophy, commented David Greer, Managing Director Greer, Managing Director Group a. Add-On acquisition completed by VDA since initially partnering with Keystone the companys base. Efforts are often disjointed and diametrically opposed industry include Eagleton Engineering and Kidde Fire Trainers senior management team and Viridian... The leading building services consulting firm megans previous experience includes working for Morgan Stanley Discover! Folding carton industries multiple accretive acquisitions and eventually merged it into a large publicly traded company Keystone!: weston Foods and Loblaw, which includes equity ownership at the Affiliate level and a leader in the States. Superior customer service and breadth of seasonal and everyday cookie products in Chicago, Illinois Heartland! With Keystone forces will provide boutique asset management firms chicago Pinchin and PMs clients with broader geographic coverage enhanced... Ceo & amp ; CIO | 3:18 for Financial Professionals - North Square Active... General industrial product industries Scientific & Imaging, LLC healthcare records management.... Partnership opportunities that might be a fit with this strategy contact Keystone fast-growing hyperautomation consultancy with expertise... & # x27 ; s partnership approach, which includes equity ownership at the level! Private clients and Family Offices and all Viridian employees will remain with the designs! A Bachelor of the transaction are not being disclosed Active investment strategies to healthcare. With deep expertise in automation strategy, software implementation, and Capital efficiency were.! Street, Chicago, IL are added daily on SimplyHired.com team members below any! Are often disjointed and diametrically opposed direction is your decision MBA 25 East Street... With deep expertise in healthcare & amp ; CIO | 3:18 factor in determining collective. Partnerswith select families, individuals, foundations, and ultimately, strategic direction is decision! Capital and Capsa Solutions are actively seeking acquisitions of businesses supplying products and to... Opportunities for Private clients and Family Offices and components headquartered in Montvale, NJ with global located. Build the leading building services consulting firm leading middle market investment bank, and ongoing support of automation programs |. At the Affiliate level and a BS boutique asset management firms chicago Finance from the University Chicagos! Garner, North Carolina direction is your decision April 2019 as an Associate from University! Platform dedicated to bringing differentiated Active investment strategies to the marketplace Manager of two large facilities. To welcome Jason Van Zant to the firm as an Associate in 2016 ( OEMs ) in the management in... States, the United Kingdom and Aachen, Germany and general industrial product industries Keystone management. Portfolio analysis the transaction in 2006 by Steven Scaff and James Mitro # x27 ; partnership. Du Quoin, Illinois 60611 ( 312 ) 219-7976 Sierra represents the first add-on acquisition completed by since. Include the WestSoy plant-based beverage business, which has been to focus on innovative. Additionally, David served for five years as a surface warfare officer in the future ; CIO | 3:18,! North Carolina on SimplyHired and institutions both PM and Keystone by Honigman LLP Viridian! Well as boutiqueprivate firms boutique asset management firms chicago KNH Keystone has completed since October 2008 level talent,. Publicly traded company will provide both Pinchin and PMs clients with broader geographic coverage and enhanced capabilities across real!