Moelis Capital Partners (“MCP”) is a middle market private equity firm founded in 2007 in connection with the formation of Moelis & Company, a global investment bank. MCP investments specialize in the healthcare, industrial services, software and consumer industries. On January 1, 2016, MCP and its Managing Partners entered into a transaction where the MCP investment team launched an independent private equity investment firm, NexPhase Capital LLC (“NexPhase”). As a part of this transaction, NexPhase continues to manage and operate the approximately $870 million of committed private equity capital in the MCP funds under an advisory agreement between NexPhase and MCP for the life of the MCP funds. The NexPhase investment professionals possess decades of private equity experience and will continue to leverage their extensive resources and network of relationships to successfully identify and add measurable value to the MCP portfolio companies. Please refer to the NexPhase website for more information on NexPhase Capital LLC.
For further information please contact:
Mary Warren
T) 1 212 878 6000
info@nexphase.com
MOELIS CAPITAL PARTNERS PORTFOLIO
Insurance Technologies is a leading provider of software and technology-enabled sales automation platforms to insurance and financial services companies. The company offers two software products: ForeSight®, an industry-leading point-of-sale illustration product, and FireLight®, a sophisticated SaaS order entry fulfillment platform. Insurance Technologies is headquartered in Colorado Springs, Colorado. December 2014
ALOFT is a leading provider of a diverse array of aircraft services, components and integrated systems to leading original equipment manufacturers (OEMs), airline operators, ultra-high net worth individuals, governments and corporations worldwide. ALOFT’s offering includes hangar services, component manufacturing under the Hollingsead International brand, auxiliary fuel systems, engineering and third party certification services via its STC and PMA ODA designations. ALOFT is headquartered in Georgetown, Delaware. June 2014
EXITED PORTFOLIO COMPANIES
American Global Logistics, headquartered in Atlanta, GA, is a non-asset based provider of customized end-to-end ocean, trucking, and air freight forwarding services. In addition to freight forwarding, AGL also offers ancillary services such as customs brokerage and PO management that enable it to provide a more comprehensive end-to-end solution for its customers.
FLEXIBLE ARCHITECTURE AND SIMPLIFIED TECHNOLOGY, LLC
Flexible Architecture and Simplified Technology (FAST) is a provider of core software solutions including policy administration, new business, underwriting, distribution management and claims processing to the insurance industry. FAST is headquartered in Edison, NJ.
Comprehensive Pharmacy Services (CPS) is a leading outsourced pharmacy services provider to hospitals and integrated health systems. It offers a suite of services, information technology and data informatics, including pharmacy management, technology-based tools and data analytics. CPS is headquartered in Memphis, Tennessee.
Wyle is a leading government services contractor with mission-critical science and engineering capabilities. Wyle provides specialized engineering, scientific and technical services to the Department of Defense, NASA and a variety of commercial customers. Wyle is headquartered in El Segundo, California.
NAPA Management Services Corporation (NMSC) is a leading provider of anesthesia and practice management services that partners with physician group, hospital and health system clients to enhance their anesthesia programs and operating room productivity from both a clinical and financial perspective. NMSC is headquartered in Melville, NY.
Dr. Fresh LLC is a leading designer and marketer of branded, licensed and private label oral care and personal care products, including REACH®, Dr. Fresh®, Firefly®, Orazyme® and Binaca®, which are sold primarily through food, drug, mass merchant and value retailers. Dr. Fresh is headquartered in Buena Park, California.
Mxi Technologies is a leading software developer and solution provider that services commercial airlines, Original Equipment Manufacturers (OEMs), Maintenance Repair and Overhaul (MRO) organizations and defense operators. Its main software platform, Maintenix®, manages all facets of the maintenance function as well as related business support and analytic activities. Mxi Technologies is based in Ottawa, Canada.
Kinsale is an excess and surplus insurance company that specializes in providing insurance for hard-to-place risks to small-to-medium sized businesses. The management team has significant experience in executing an underwriting-driven strategy to generate profits throughout insurance pricing cycles through strict underwriting discipline, low operating expenses and superior systems and data capabilities. Kinsale is headquartered in Richmond, Virginia.
Moelis Capital Partners LLC (MCP) is a subsidiary of Moelis Asset Management. Moelis Asset Management (formerly known as Moelis & Company Holdings LP) was formerly the parent of Moelis & Company LLC, a registered broker dealer. In connection with the initial public offering of the advisory business of the Moelis group, Moelis Asset Management retained ownership of its subsidiary entities at the time. Moelis & Company LLC became an indirect subsidiary of Moelis & Company (NYSE: MC). Moelis Asset Management and Moelis & Company are separate legal entities. Kenneth Moelis remains the ultimate controlling shareholder of both Moelis Asset Management and Moelis and Company. Moelis Asset Management is not registered with the SEC or any regulatory authority.
MCP is registered as an investment adviser with the Securities Exchange Commission under the Investment Advisers Act of 1940, and is affiliated with P & S Credit Management, L.P., a multi-strategy credit manager, Freeport Financial Partners LLC, a middle market direct lending firm, and Steele Creek Investment Management LLC, a CLO collateral manager. The information herein constitutes neither an offer to sell nor a solicitation to invest which will only be made to suitable investors meeting qualification standards in accordance with applicable securities laws and by means of a confidential private placement memorandum. The information contained herein is believed reliable only as of November 2019; however no representations are made as to the accuracy or completeness thereof. We may remove or revise the information provided herein and we are under no obligation to inform you if any of the information changes or becomes inaccurate.