Portfolio Partners

Since 2001, LongueVue Capital has partnered with lower middle market companies from a variety of industries to build exceptional businesses and create substantial value for all stakeholders.

Current Investments

Ascent Aviation Services Corporation
Airframe Maintenance, Repair & Overhaul (MRO) Provider
Invested in October 2013
Azimuth Technology
Manufacturer of Precision Components for the Firearm & Defense Industries
Invested in August 2017
ECA Medical Instruments
Designer & Manufacturer of Single-Use Medical Device Instrumentation
Invested in April 2016
Jackson Offshore Holdings, LLC
Offshore Supply & Marine Transportation Operator
Invested in October 2012
Platinum Senior Living Partners
Owner-Operator of Premium Assisted Living & Memory Care Facilities
Invested in January 2019
Pod Pack International
Manufacturer of Single-Serve Coffee & Tea Solutions
Invested in January 2018
PRT Offshore
Deepwater O&G Stabilization & Support Equipment Provider
Invested in April 2015
Quality Senior Living Partners
Owner-Operator of Premium Assisted Living & Memory Care Facilities
Invested in June 2017
Select Express & Logistics
National Provider of Last Mile Delivery and Assembly Services
Invested in October 2018
Soho Studio Partners
Designer & Provider of Specialty Interior Products
Invested in May 2019
Zavation Medical Products
Designer & Manufacturer of Spinal Implants, Instruments, & Biologics
Invested in June 2017

Realized Investments

Advanced Metering Data Systems, LLC
Remote Utility Meter Monitoring Provider
Realized in June 2006
Ardent Services, LLC
Electrical and Instrumentation Service Provider
Realized in February 2008
Arnold Logistics, LLC
Supply Chain Management & Distribution Solutions 3PL Provider
Realized in October 2006
Blue Dot Energy Services, LLC
Oilfield Service Provider
Realized in August 2013
Premier Store Fixtures
Retail Fixture Designer, Manufacturer, & Logistics Provider
Realized in June 2015
Prime Health Services
Healthcare Cost Containment Provider
Realized in August 2015
St. George Logistics
Non-Asset-Based Container Freight Solutions 3PL Provider
Realized in July 2016

Consumer

LVC Consumer Investment Focus Targeted Subsectors & LVC Focus

End Markets

  • Direct to Consumer
  • Food, Beverage, & Agribusiness
  • Franchisee / Franchisor
  • Specialty Building Products
  • Wellness

Consumer Themes

Experience, Community, and Purpose

  • Millennials desire purpose-driven interaction, experience, and community and are more likely to identify with unique brands whose values align with their own.
  • The influencer economy is transforming purchasing decisions and marketing strategies, as consumers trust friends and social media more than traditional forms of advertising.
  • Across retail, food, and fitness, consumers are trading big-box branded offerings for highly specialized brands with a niche category focus and a distinct brand ethos.

Premiumization Driving Brand Equity

  • Perceived premium quality is increasingly important to the consumer and establishes greater pricing power.
  • Consumer shift towards natural, organic, and health-focused products is transforming quality and pricing expectations for consumer basics.
  • Consumers attribute greater value to specialized brands.

Digital Age Revolutionizing the Consumer Value Chain

  • Greater access to information is empowering more educated consumers.
  • Fundamental shift in consumer preference to e-commerce from traditional brick and mortar, albeit, opportunity exists for repositioning of physical retail as experiential enhancements to online offerings.
  • Data collection is transforming targeted marketing and increasing capture rates.
  • Consumers now expect near-immediate delivery.

E-Commerce & Direct to Consumer Disrupting Supply Chain

  • DTC model is increasing speed to market and lowering barriers to purchase.
  • Supply chain rationalization is increasing pricing pressure in traditional channels.
  • Supply chain disruption is now a powerful differentiator and is creating opportunities for new entrants.

Wellness Impassioned Consumers

  • Consumers have more knowledge of health and wellness than ever before, creating better understanding of: (1) physical fitness, (2) healthy consumption, (3) mental wellness, (4) mind-body connection, and (5) the importance of preventative measures.
  • Wellness is now a $3.4 trillion market, with significant growth shifting from reactive to proactive initiatives.

Relevant Transaction Experience

Pod Pack International
Manufacturer of Single-Serve Coffee & Tea Solutions
Invested in January 2018
Soho Studio Partners
Designer & Provider of Specialty Interior Products
Invested in May 2019

Energy & Industrial Services

LVC Energy & Industrial Services Investment Focus Targeted Subsectors & LVC Focus

Oilfield Services

  • Completion & Production
  • Niche Manufacturing
  • Specialized Rental

Midstream / Downstream Services

  • Pipeline Maintenance & Repair
  • Processing Facility
  • Shipping, Storage, & Fabrication

Industrial Services

  • Industrial Maintenance & Repair
  • Water Infrastructure
  • Environmental
  • Value-Added Rental
  • Safety, Inspection, & Compliance

LVC Energy & Industrial Services Themes

Accelerate Cycle Times & Drive Sustainable Cost Savings

  • Operators seek innovative solutions that simplify, standardize, and de-risk processes.
  • Speed to cash flow is mission critical to the success of projects.
  • Sustainable costs savings ensure long term viability across commodity cycles.

Focus on Niche Services that Span the Lifecycle of a Well / Project

  • Service companies with offerings that span the lifecycle of a well or industrial project can grow in all commodity price environments.
  • Technological advancements increase well efficiencies and profitability, expand useful lives, and generate new prospects.
  • Differentiated product and service offerings persevere in down cycles while commoditized offerings face compounded headwinds.
  • Operators expect technical expertise and product differentiation from key rental equipment vendors.

Extend Useful Life & Refresh Aging Infrastructure

  • Sustained, historic underinvestment has led to aged private and public infrastructure.
  • Increasing domestic production of oil and natural gas have added pressure on existing pipelines and facilities.
  • Governments and industry seek innovative but less disruptive solutions for extending the capabilities and useful life of existing infrastructure.
  • Long-term, secular declines in domestic commodity prices have created opportunities for greenfield petrochemical and energy plant expansion.

Zero Tolerance for HS&E Risk and Unplanned Downtime

  • Downtime in major facilities, pipelines, and infrastructure is cost prohibitive.
  • With stricter regulations, heightened penalties, and litigation exposure, operators have no tolerance for health, safety, or environmental risk.
  • Preemptive inspection and testing are becoming smarter, less invasive, and more efficient.
  • With a tightened labor market and shortage of qualified personnel, new technologies, risk analysis, and automation are driving efficiencies.

Alternative Energy Solutions Continuing to Gain Traction

  • Technology has narrowed the gap between fossil fuels and alternative energy sources.
  • Government and industry are increasingly focused on environmental impact and carbon footprint.
  • Supermajor oil companies have dedicated substantial capital towards developing alternative energy solutions.

Relevant Transaction Experience

Advanced Metering Data Systems, LLC
Remote Utility Meter Monitoring Provider
Realized in June 2006
Ardent Services, LLC
Electrical and Instrumentation Service Provider
Realized in February 2008
Blue Dot Energy Services, LLC
Oilfield Service Provider
Realized in August 2013
Jackson Offshore Holdings, LLC
Offshore Supply & Marine Transportation Operator
Invested in October 2012
PRT Offshore
Deepwater O&G Stabilization & Support Equipment Provider
Invested in April 2015

Healthcare

LVC Healthcare Investment Focus Targeted Subsectors & LVC Focus

Healthcare Services

  • Contract manufacturing
  • Healthcare Distribution
  • Pharma Services

Healthcare Providers

  • Senior Living Owner/Operator
  • Behavioral Health
  • Clinical Practices

Medical Devices

  • Instrumentation
  • Implant OEMs
  • Innovative Technologies

Healthcare IT (HCIT)

  • Cost Containment
  • Patient-Centered Software or Data

LVC Healthcare Themes

Reduced System Costs

  • Value-based models are driving shift to lower-cost care settings
  • Cost accountability is leading to granular spending review
  • OEMs are searching for creative cost containment solutions
  • Arising opportunities exist for technology and specialized software

Improved Patient Outcomes

  • Increasing reliance on data and analytics
  • Growing solutions to prevent hospital borne infections (as hospitals now pay)
  • Accelerating pressure to improve/reduce readmission rates
  • Outpatient savings require less complexity/invasiveness
  • Greater focus on increasing consumer engagement

Technology that Addresses Needs & Macro Trends

  • Cost containment is driving innovation and technology
  • Growing investment in IT to track patient information, improve diagnosis, drive effciency in processes, reduce costs, and provide seamless integration from consolidation

Consumer Focused Model

  • Accelerating care shift to outpatient settings and retail clinics
  • Increasing investment in well-defined consumer segmentation to address specific needs and perspectives
  • Growing niche operators with specialized knowledge or skills in areas such as care delivery or analytics
  • Technology is improving consumer engagement
  • High demand for concierge and other high-end services

Relevant Transaction Experience

ECA Medical Instruments
Designer & Manufacturer of Single-Use Medical Device Instrumentation
Invested in April 2016
Platinum Senior Living Partners
Owner-Operator of Premium Assisted Living & Memory Care Facilities
Invested in January 2019
Prime Health Services
Healthcare Cost Containment Provider
Realized in August 2015
Quality Senior Living Partners
Owner-Operator of Premium Assisted Living & Memory Care Facilities
Invested in June 2017
Zavation Medical Products
Designer & Manufacturer of Spinal Implants, Instruments, & Biologics
Invested in June 2017

Specialty Manufacturing

LVC Specialty Manufacturing Investment Focus Targeted Subsectors & LVC Focus

End Markets

  • Aerospace & Defense
  • Consumer
  • Diversified Industrial
  • Energy
  • Food & Beverage
  • Healthcare Products & Medical Equipment
  • Packaging & Material Handling
  • Transportation

LVC Specialty Manufacturing Themes

Increasing Importance of Value-Add Contract Manufacturers

  • A growing base of niche operators with specialized knowledge and skills has enabled OEMs to outsource at higher rates and focus more resources on new products, brand development, and sales and marketing.
  • Value-add contract manufacturers collaborate with clients to enhance the engineering and manufacturability of components, improving quality and driving down costs.
  • Clients increasingly value new product ideas, prototyping solutions, and rapid response times.
  • Focus is shifting to service and all-in product failure cost rather than unit price.

Technology is Driving Manufacturing Process Efficiency

  • Internet of Things technologies are becoming widely embedded into production processes and equipment to inform strategic decisions through real-time, critical information flow.
  • Growing reliance on end-to-end supply chain and operations management tools is increasing supplier touchpoints and OEM integration and deepening relationships.
  • 3D printing has reduced prototyping lead times while greatly increasing tooling efficiency.
  • Predictive maintenance technologies and repetitive monitoring tests are helping to reduce unplanned outages, decrease costly repairs, and extend machinery life.

Unique Operational Capabilities and Continued Service Enhancements

  • Automation continues to dominate the manufacturing process.
  • Smaller manufacturers are able to more effectively compete thanks to more flexible terms and payment options (including pay-per-use) from machine and tooling manufacturers.
  • A heightened regulatory atmosphere has increased demands on quality and compliance capabilities.
  • Time based competition models create differentiation with faster response times by compressing cycle times and driving efficiencies.
  • Manufactures are nearshoring domestic production to manage tariffs and government incentives.
  • Green manufacturing processes are becoming a factor in outsourcing decisions.

Relevant Transaction Experience

Azimuth Technology
Manufacturer of Precision Components for the Firearm & Defense Industries
Invested in August 2017
ECA Medical Instruments
Designer & Manufacturer of Single-Use Medical Device Instrumentation
Invested in April 2016
Pod Pack International
Manufacturer of Single-Serve Coffee & Tea Solutions
Invested in January 2018
Premier Store Fixtures
Retail Fixture Designer, Manufacturer, & Logistics Provider
Realized in June 2015

Transportation & Logistics

LVC Transportation & Logistics Investment Focus Targeted Subsectors & LVC Focus

Non-Asset / Asset Light Transportation

  • Specialized Freight Forwarding
  • First, Middle, and Last Mile Delivery
  • Value-Add Brokerage

Warehousing and Distribution

  • Transloading / Cross-Docking
  • Storage Services
  • Order Fulfillment
  • Inventory Management
  • Reverse Logistics

Other Logistics Services

  • Compliance Expertise
  • Software Solutions
  • Packaging Logistics
  • Port & Rail Services
  • Fleet Maintenance & Management

LVC Transportation & Logistics Themes

Outsourcing Non-Core Business Processes

  • B2B and B2C companies are refocusing their human and financial capital on core competencies and core business lines.
  • Manufacturers are increasingly comfortable outsourcing inventory management, light assembly, and customization to logistics providers.
  • Deep expertise in logistics is required to manage rising consumer expectations and advancements in technology.
  • 3PLs are able to handle supply chain needs from customers of all sizes.

E-Commerce Transforming Supply Chain

  • Consumers are making a dramatic shift to online shopping, even for large and bulky items.
  • Major e-commerce players are setting expectations for free and fast delivery and free returns.
  • Warehousing and distribution centers are penetrating metro areas to move inventory closer to the consumer.
  • First, middle, and last mile transportation providers contend with driver shortage and tight labor markets as retailers attempt to drive down the cost per delivery.
  • Expertise in reverse logistics is paramount given the high return rate of online goods.

Technology Mission-Critical for 3PL Success

  • Analytics and real-time visibility into shipment status are increasingly important for both logistics clients and end consumers, requiring significant investments in IT infrastructure across the supply chain.
  • 3PLs rely on technology to optimize inventory levels, automate routing and fulfillment protocols, and increase transportation density.
  • Technology-enabled operations and heavy IT integration increase customer stickiness and retention levels.
  • A balance of proprietary, internally developed software and off-the-shelf tools is critical for small to mid-sized 3PLs to manage IT spend.

Relevant Transaction Experience

Arnold Logistics, LLC
Supply Chain Management & Distribution Solutions 3PL Provider
Realized in October 2006
Jackson Offshore Holdings, LLC
Offshore Supply & Marine Transportation Operator
Invested in October 2012
Premier Store Fixtures
Retail Fixture Designer, Manufacturer, & Logistics Provider
Realized in June 2015
Select Express & Logistics
National Provider of Last Mile Delivery and Assembly Services
Invested in October 2018
St. George Logistics
Non-Asset-Based Container Freight Solutions 3PL Provider
Realized in July 2016

CONTACT US

LVC is headquartered in New Orleans and maintains an office in Park City, UT to help us provide national coverage for transaction sourcing and portfolio company support.

We would love to hear more about your business. To discuss an opportunity or share materials about your business, please contact Charles Cox or fill out the form.