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.
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
OmniSYS is a provider of revenue cycle management and audit/compliance services to retail pharmacies. OmniSYS is headquartered in Dallas, TX. November 2013
CyberCore is a leading provider of information technology services to a variety of federal government agencies with a particular focus on intelligence and security. CyberCore is headquartered in Elkridge, MD. July 2011
Hawthorne is a leading aviation services company and leader in general aviation services and airport management. Hawthorne is headquartered in Charleston, South Carolina. December 2010
Women’s Integrated Network is a leading specialty benefit management company and provides comprehensive fertility management to healthcare insurers and other payors for fertility services. WIN Fertility is headquartered in Rye Brook, New York. November 2010
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.
Joerns RecoverCare is a leading manufacturer and rental provider of bed systems, therapeutic support surfaces, safe patient handling equipment, and wound care products to healthcare facilities nationwide. Joerns RecoverCare is headquartered in Charlotte, NC.
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.
Flightstar is a leading provider of maintenance, repair and modification services to operators of transport category aircraft, including air carriers, cargo companies and aircraft lessors. Flightstar is headquartered on Cecil Field in Jacksonville, Florida.
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.
Quest is a specialty coatings company which provides solutions for automotive aftermarket, construction and industrial applications.
Unitah is a leading provider of land surveying, drafting and civil engineering services to the oil & gas industry. Unitah is headquartered in Vernal, UT.
MidCap is a commercial finance company focused on providing debt solutions to middle-market healthcare companies. MidCap is headquartered in Bethesda, Maryland, with offices in Chicago and Los Angeles.
Ryerson is a leading distributor and processor of metals in North America. Headquartered in Chicago, Illinois, Ryerson operates service centers in cities across the United States and Canada and serves an expanding international customer base through a Chinese Joint Venture.
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.
SwipeClock is a leading national Software as a Service (SaaS) provider of time, attendance and workforce management software for small to mid-sized companies. It provides a complete product offering of proprietary software, hardware and services. SwipeClock is headquartered in Salt Lake City, Utah.
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.