Harvest and Vista join forces to support Granicus’ vision and momentum delivering broad digital transformation to governments with the industry’s first Civic Engagement Platform

DENVER, CODECEMBER 17, 2020

Granicus, the leading provider of cloud-based citizen engagement technologies and services, today announced that Harvest Partners (“Harvest”) has joined as an investor alongside Vista Equity Partners (“Vista”) and K1 Investment Management (“K1”) to support Granicus’ continued growth and market leadership. As a technology innovator and trusted partner to governments, Granicus will continue to support government institutions as they transition to the cloud and adopt broader digital transformation initiatives to modernize their operations and connectivity to their constituents.

“As an established private equity firm with nearly 40 years of investing experience, Harvest looks to partner with market-leading organizations and leadership teams. Granicus’ solutions and expertise have proven to be invaluable to public sector customers who are increasingly leveraging digital tools to serve their constituents.”

“2020 has been an unprecedented year. But in the face of adversity, we’ve been inspired by the resilience and innovation exhibited by government leaders as they rapidly respond to the challenges brought on by the pandemic,” said Mark Hynes, CEO of Granicus. “We are proud to play our part in helping our government customers accelerate digital connections with constituents. We are thrilled to continue our work with Vista while adding Harvest to the team as we work side-by-side with governments on their digital transformation journeys.”

During the human, health and economic crises brought on by the COVID-19 pandemic, government agencies have increasingly turned to Granicus solutions to help them rapidly communicate and respond to the urgent needs of their communities. Supporting over 4,500 government agencies, 50,000 government users, and 250 million citizens, Granicus’ industry-leading platform of integrated web and mobile applications, digital communications, online digital service delivery, and virtual civic participation solutions has enabled governments to rapidly transition to be ‘always on’ as residents and citizens needed it most.

“As an established private equity firm with nearly 40 years of investing experience, Harvest looks to partner with market-leading organizations and leadership teams. Granicus’ solutions and expertise have proven to be invaluable to public sector customers who are increasingly leveraging digital tools to serve their constituents.” said David Schwartz, Partner of Harvest Partners. “We look forward to working with Mark and the Granicus team as they continue to enable government agencies to provide critical services more efficiently and effectively,” said Joshua Carter, Principal of Harvest Partners.

During one of the most challenging periods in modern history, Granicus has helped government leaders deliver over 5 billion COVID-related digital messages to constituents, conducted over 2,500 virtual community council meetings, and enabled hundreds of thousands of digital service transactions to ensure that people could remain informed, connected, and safe during the pandemic while maintaining access to vital services.

“Granicus has proven itself to be an essential partner to government workers and organizations—from the largest federal and state agencies to smaller local agencies and special districts,” said Patrick Severson, Managing Director of Vista Equity Partners. “During this unprecedented time, Granicus has demonstrated that the advanced capabilities and interoperability of the technology provided by its Civic Engagement Platform has never been more important and is here to stay. We are proud of the Granicus team and excited to partner with Harvest as we help build a more connected government.”

William Blair & Company acted as exclusive financial advisor and Kirkland & Ellis acted as legal advisor to Granicus.

About Granicus

Granicus connects governments with the people they serve by providing the first and only Civic Engagement Platform for the public sector. Nearly 4,500 federal, state and local government agencies and more than 250 million citizen subscribers power an unmatched Subscriber Network that turns government missions into quantifiable results. With comprehensive cloud-based solutions for communications, government website design, online service delivery, meeting and agenda management software, and records management, Granicus empowers stronger relationships between government and citizens. Learn more at granicus.com.

Galway Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, CADECEMBER 2, 2020

Galway Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for a majority interest of Galway. Galway’s existing private equity investors Oak Hill Capital (“Oak Hill”) and The Carlyle Group (“Carlyle”) will reinvest alongside the management team and employee shareholders, who will remain significant shareholders. Terms of the transaction were not disclosed.

In total, Galway manages over $7 billion of insurance premiums, employs over 3,100 associates and operates over 100 offices serving all 50 states. EPIC and JenCap are ranked as the 14th and 8th largest retail and specialty distribution brokers by Business Insurance magazine, respectively.

John Hahn, co-founder and Chairman of Galway, said, “We are thrilled with the outcome and are excited to welcome Harvest on as partners. To have them alongside Oak Hill and Carlyle presents us with a formidable group of investors highly supportive of our vision to continue to build a differentiated business within insurance distribution. This recapitalization provides us with the ability to be opportunistic in today’s market; to grow and expand each of Galway’s related specialty strategies around retail brokerage, risk management, wholesale brokerage, program administration and underwriting management.”

EPIC CEO, Steve Denton said, “The addition of Harvest Partners and the ongoing commitment of both Oak Hill and Carlyle allows our retail platform to continue our exponential growth in all aspects of our business which now includes comprehensive, nationwide solutions across industry focused practices in employee benefits and property & casualty along with dedicated resources in areas like risk management, small commercial and private clients.”

John Jennings, co-founder and CEO of JenCap, said, “This is exactly why we joined the Galway platform; the business dynamics of the holding company are extremely attractive for investors and will allow us to pursue our aggressive growth goals, while building out further specialty expertise and depth across our platform for our twelve thousand retail clients.”

Jay Wilkins, COO and Partner of Harvest, said, “John, Steve and John have built an exceptional business with the support of Oak Hill and Carlyle that we look forward to continue aggressively growing” with Steve Carlson, Partner, adding “it is an optimal time to invest in such a strong team to capitalize on favorable dynamics in the insurance distribution space.”

Steve Puccinelli, Managing Partner of Oak Hill said, “Since our original 2017 investment in EPIC, John Hahn and his top-tier team have more than tripled the business, significantly expanding that company’s unique platform and successfully joining it with JenCap to create Galway in June of this year. We are excited to continue to partner with the Galway management team, as well as Harvest and Carlyle, to build the preeminent growth platform in insurance distribution.

John Redett, Managing Director and Head of Carlyle’s Global Financial Services group, said, “We’re proud of our long-standing partnership with John Hahn and the rest of the management team. John and the Galway team have done a fantastic job growing the business since we initially invested in 2013 and we believe Galway is positioned to capitalize on a number of strategic initiatives going forward. The addition of Harvest Partners and continued investment from Carlyle, Oak Hill Capital, and management further strengthens our tenured partnership and creates a strong alignment among all stakeholders.”

Equity capital for the investment will come from funds managed by Harvest Partners, L.P., Oak Hill Partners Fund V, and Carlyle Global Financial Services Partners II and III.

The transaction is expected to be completed by the end of 2020, subject to customary closing conditions, including regulatory approvals.

Evercore Group LLC, Goldman Sachs & Co LLC and Morgan Stanley & Co LLC served as financial advisors to Galway, Weil, Gotshal & Manges LLP served as legal counsel to Oak Hill and Galway. Wachtell, Lipton, Rosen & Katz served as legal counsel to Carlyle. Ropes and Gray LLP served as legal counsel to Harvest.

About EPIC Brokers & Consultants


EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: www.epicbrokers.com.

Home inspection franchise grows franchisor to 25 brands and more than 4,000 franchise owners under the parent company umbrella.

WACO, TXJULY 2, 2020

Neighborly®, the world’s largest franchisor of home service brands, today announced the acquisition of HouseMaster, a professional home inspection franchise headquartered in Somerville, N.J. The addition becomes the 25 th brand under the Neighborly umbrella and officially expands the organization to more than 4,000 franchise owners around the world.

“Our vision is to ‘Own the Home’ and provide the very best services to homeowners, and this now includes HouseMaster’s premier home inspection network with a stellar reputation that more customers can call upon,” said Mike Bidwell, president and CEO of Neighborly. “HouseMaster is a perfect complement to our existing Neighborly brands and presents a tremendous opportunity to grow more franchise locations.”

Founded in 1979 by Ken Austin, HouseMaster became the first home inspection business to franchise and now includes more than 170 franchise owners serving more than 300 franchise territories across the U.S. and Canada. Since the brand’s founding, HouseMaster inspectors have performed more than 3.5 million home inspections.

Now as part of Neighborly, the brand that pioneered the home inspection business will operate alongside Neighborly’s many home service brands that repair, maintain and enhance the home. The combined reach that results from this acquisition will continue to help more than 10 million customers across the Neighborly organization find and utilize the best home service professionals in the world.

“Having grown up in this business, I recognize that joining the larger Neighborly organization marks a historic moment for HouseMaster as a launching point for growth like we’ve never seen before," said Kathleen Austin Kuhn, president of HouseMaster and a charter member of the American Home Inspection Association (AHIA). “We look forward to expanding our presence, serving more customers by being all things Neighborly to residential and commercial real estate buyers and sellers.”

For more information about Neighborly’s service brands visit www.neighborlybrands.com.

About Neighborly®

Neighborly® is the world’s largest home services franchisor of 25 brands (including Neighborly umbrella service brand) and more than 4,000 franchise owners serving 10 million customers in nine countries, focused on repairing, maintaining and enhancing homes and businesses. The company operates online platforms that connect consumers to service providers in their local communities that meet their rigorous standards as a franchisor across 15 service categories at www.neighborly.com in the United States and www.neighbourly.ca in Canada. More information about Neighborly / Neighbourly and its franchise concepts is available at www.NeighborlyBrands.com and www.nbly.co.uk.

Acquisition of social housing technology provider to extend MRI’s residential market capabilities

LONDON, UKAPRIL 15, 2020

MRI Software, a global leader in real estate software solutions, announces that it has entered into an agreement to acquire Castleton Technology Plc, a leading provider of specialist software and services to the social housing sector. MRI expects that, upon close, the acquisition will extend its residential market offering and accelerate the development of Castleton’s cloud-based technologies to serve the needs of social housing providers.

“The acquisition of Castleton is a significant development for our business, delivering us scale in the UK real estate market and social housing sector in particular – providing a platform to further accelerate our growth globally,” said Patrick Ghilani, Chief Executive Officer of MRI Software. “A combined MRI and Castleton will be extremely well equipped to address the varying needs and evolving business models of the UK and Australian social housing sectors, with a comprehensive and flexible product portfolio. We are excited to work with the management team and employees of Castleton, to build upon their strong position in the social housing sector, utilising MRI’s complementary experience, capabilities, network and resources.”

Castleton’s cloud-based technology is used by social housing providers in the UK, Republic of Ireland and Australia to enhance every aspect of customer service and business management, from building repairs to document management and payment collection. MRI plans to build on Castleton’s capabilities, providing investment and access to global expertise that will accelerate growth.

“Castleton has performed well since embarking on the strategy in 2013 to build a public sector-focused software and managed service business, growing organically as well as through a series of acquisitions. The competitive landscape is changing and as such I welcome the opportunity for Castleton shareholders to realise their investment at a premium of 42.9% to yesterday’s Closing Price. I would also like to take this opportunity to thank all the employees of Castleton for all their hard work and support. The Castleton Directors believe that MRI Software will be an excellent partner to Castleton and its management and employees. We believe the acquisition is in the best interests of all our stakeholders and unanimously recommend that shareholders vote in favour of the resolutions relating to the acquisition,” said David Payne, Non-Executive Chairman of Castleton.

The acquisition has been unanimously approved by the boards of MRI and Castleton and is pending shareholder approval. Castleton will continue to serve its clients, as usual, without interruption.

About MRI Software

MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses – from property-level management and accounting to investment modelling and analytics for the global commercial and residential markets. A pioneer of the real estate software industry, MRI develops lasting client relationships based on nearly five decades of expertise and insight. Through leading solutions and a rich partner ecosystem, MRI gives organisations the freedom to transform the way communities live, work and play while elevating their business and gaining a competitive edge. For more information, please visit mrisoftware.com.

NEW YORK, NYFEBRUARY 24, 2020

Harvest Partners, LP (“Harvest” or “the Firm”), a leading private equity firm, is pleased to announce the following promotions: Michael Greenman and James Mitchel have been promoted to Partner. Josh Carter, Chris Peyser and Chris Schaller have been promoted to Principal. Fabia DeCrescenzo has been promoted to Director of Finance. Lucas Rogers has been promoted to Vice President.

• Mr. Greenman joined Harvest in 2012 and has focused on investments in the healthcare services, software and industrial services sectors.  He currently serves on the boards of Dental Care Alliance, Advanced Dermatology, and Eyecare Service Partners. In addition, Mike has been involved with several current and past Harvest portfolio companies including MRI Software, Valet Living, PSSI, Athletico, AxelaCare, and Green Bank. Mike has a B.A. and a B.S. from the University of Pennsylvania and an M.B.A. from The Wharton School.
• Mr. Mitchel joined Harvest in 2009 and has focused on investments in the industrial services, distribution, and business services sectors.   James serves on the Boards of APC Automotive Technologies, Insight Global and Lazer Spot.  He previously served on the Boards of FCX Performance and TruckPro. He has also been involved with Harvest’s investments in Epiq, Regency Energy Partners and VetCor. James has a B.S. in Economics from The Wharton School of the University of Pennsylvania.

Thomas Arenz, Partner of Harvest, said, “Michael and Jim have both been active in many investments across a range of industries and are experienced middle market private investors. We have great confidence in them and are pleased to recognize their contributions by welcoming them as partners."

• Josh Carter joined Harvest in 2015 and has been involved in investments in the healthcare services, distribution, business services, software and veterinary sectors. Josh has a B.S. in Business Administration from The Ohio State University and an M.B.A. from The Wharton School.
• Fabia DeCrescenzo joined Harvest in 2004 as Assistant Controller. She is involved in all aspects of fund accounting, tax, treasury and reporting. She has a B.S. in Accounting and a Masters in Accounting from St. John’s University.
• Lucas Rogers joined Harvest in 2018 as a Senior Associate and he has been involved in investments in the business services sector including Integrity Management Group and Yellowstone Landscaping. He has a B.S. in Economics from the University of North Carolina, an M.S. in Finance from George Washington University, and an M.B.A. from The Wharton School.

Chris Peyser and Chris Schaller are members of the Harvest Partners Structured Capital Fund team (“Harvest SCF”) – the non-control private equity strategy of Harvest.

• Chris Peyser joined Harvest in 2017. Since joining the Firm, Chris has closed six Harvest SCF investments. Prior to joining Harvest SCF, Chris was a Senior Associate at Kelso & Company. He is a member of the Board of LAZ Holdings and is an observer to the Board of Advancing Eyecare. He is a graduate of Princeton University with an A.B. in Politics.
• Chris Schaller also joined Harvest in 2017. Since joining the Firm, Chris has closed eight Harvest SCF investments. Before joining Harvest SCF, Chris was a Senior Associate in the Private Equity group of Ares Management, L.P. He is a graduate of Stanford University with a B.A. in Economics.

Steve Duke, Partner and Co-Head of Harvest SCF, said, “Chris Peyser and Chris Schaller have both played integral roles at Harvest SCF, helping support the continued growth of the strategy through deployment of capital, oversight of our portfolio companies, and expansion of the team. They are valued members of the Firm.”

Harvest Partners Joins TA Associates, GI Partners and MRI Management to accelerate innovation and global growth

NEW YORK, NYFEBRUARY 10, 2020

Harvest Partners, LP (“Harvest”) today announced that funds managed by Harvest completed a new strategic investment in MRI Software (“MRI” or “the Company”), in partnership with existing investors TA Associates, GI Partners and management. The Company’s management team, led by CEO Patrick Ghilani, will continue to lead MRI and remain significant owners of the business. Additional terms of the transaction were not disclosed.

MRI, headquartered in Solon, OH, is a leading provider of real estate management software solutions globally. MRI’s comprehensive product portfolio includes SaaS solutions for commercial and residential property management, leasing, accounting, investment management and modeling, facilities management, and other applications. MRI serves a diverse set of 8,500+ global enterprise customers and employs 1,400+ people across 21 global offices.

Of the transaction, Patrick Ghilani said, “Harvest is an experienced investor with a long-term perspective that will help MRI continue to meet the growing and evolving needs of our clients, innovate our software portfolio and provide world-class global service. We believe the added capital will further the development of our comprehensive software portfolio and allow for strategic add-on acquisitions to meet the needs of a rapidly changing market. Our management team is invigorated to continue our mission in this new decade with the support of these three experienced investors.”

“We could not be more excited to support MRI on the next phase of the company’s journey. We have watched MRI’s success over the years and are pleased to have the opportunity to be a part of it. We look forward to partnering with management, TA Associates and GI Partners to continue to build the leading provider of real estate software solutions globally,” said Andrew Schoenthal, Partner at Harvest.

Michael Greenman, Partner at Harvest added, “Patrick and the MRI team have built an incredible software business that has grown organically and inorganically over many years. We are thrilled to work alongside an exceptional team and provide additional financial and strategic resources to support the company’s next phase of growth.”

UBS acted as the exclusive financial advisor and Kirkland & Ellis and Goodwin served as legal counsel to MRI, TA Associates and GI Partners. William Blair & Company and Harris Williams acted as financial advisors, Alvarez & Marsal acted as transaction and tax advisor and White & Case acted as legal counsel to Harvest. Funds managed by Harvest Partners SCF, LP provided financing. As part of the transaction, Michael DeFlorio, Ira Kleinman and Andrew Schoenthal from Harvest will join TA Associates, GI Partners and Patrick Ghilani on the Board of Directors of MRI. Also leading the investment from Harvest were Michael Greenman, David Schwartz and Joshua Carter.

About MRI Software

MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses – from property-level management and accounting to investment modelling and analytics for the global commercial and residential markets. A pioneer of the real estate software industry, MRI develops lasting client relationships based on nearly five decades of expertise and insight. Through leading solutions and a rich partner ecosystem, MRI gives organizations the freedom to transform the way communities live, work and play while elevating their business and gaining a competitive edge. For more information, please visit mrisoftware.com.

Harvest Partners joins GI Partners and TA Associates in backing MRI’s mission to help real estate companies improve operations and maximize portfolio value through an open PropTech ecosystem

SOLON, OHIOJANUARY 15, 2020

MRI Software, a global leader in real estate software solutions, announces that funds managed by Harvest Partners, LP, a leading private equity firm, are making a substantial strategic investment in the company. Harvest Partners joins existing investors TA Associates and GI Partners as institutional shareholders in MRI. At the same time, TA Associates is also making a significant new investment in the business. These investments will enable MRI to bolster innovation across its end-to-end offering, accelerate growth, extend its global footprint and deliver on its mission to create an open technology environment for the real estate industry.

Patrick Ghilani, MRI’s Chief Executive Officer, comments: “Harvest is an experienced investor with a long-term perspective that will help MRI continue to meet the growing and evolving needs of our clients, innovate our software portfolio and provide world-class global service. We believe the added capital will further the development of our comprehensive software portfolio and allow for strategic add-on acquisitions to meet the needs of a rapidly changing market. Our management team is invigorated to continue our mission in this new decade with the support of these three experienced investors.”

Today, MRI has more than 8,500 enterprise clients, representing over two million users, who rely on the company’s applications to run their daily real estate operations. MRI has experienced unprecedented growth over the last three years, both organically and through strategic acquisitions, resulting in a more than tripling of the size of the business. Over the same timeframe, the number of MRI employees has more than doubled to 1,450.

MRI has significantly expanded its global footprint with major strategic acquisitions in the United Kingdom, South Africa and Australia. The company has also made key acquisitions that strengthen its product offering and capacity for future innovation, including Leverton, a pioneer in artificial intelligence for the real estate sector, and ProLease, which enhanced capabilities aimed at helping corporate occupiers manage lease administration and analysis while meeting new global accounting standards. MRI now serves clients in more than 170 countries from 30 locations around the world, including Cleveland, Atlanta, Boston, Toronto, London, Cape Town, Singapore, and Sydney.

Hythem T. El-Nazer, Managing Director of TA Associates, says: “Since making our investment in MRI in June 2017, the business has accelerated its growth via continued innovation in new applications and through strategic acquisitions that have extended its global footprint. We are excited about making a further investment in MRI alongside Harvest and are thrilled to continue to back Patrick Ghilani and his leadership team.”

Travis Pearson, Managing Director of GI Partners, adds: “Since GI Partners first invested in MRI in June 2015, the company has demonstrated the ability to capitalize on new investment and deliver innovation, accelerated organic growth and a compelling global competitive position. We appreciate the outstanding leadership that Patrick and the rest of the MRI executive team have delivered and look forward to the company’s next stage of growth.”

Andrew Schoenthal, Partner at Harvest Partners, notes: “We could not be more excited to support MRI on the next phase of their journey. We have watched MRI’s success over the years and are pleased to have the opportunity to be a part of it. We look forward to partnering with management, TA Associates and GI Partners to continue to build the leading provider of real estate software solutions globally.”

TA Associates, GI Partners and Harvest Partners will have equal representation on the MRI Board of Directors. UBS is acting as the exclusive financial advisor and Kirkland & Ellis and Goodwin Procter are acting as legal advisors to MRI Software, GI Partners and TA Associates during the transaction. White & Case is acting as legal advisor to Harvest Partners.

About MRI Software

MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses – from property-level management and accounting to investment modelling and analytics for the global commercial and residential markets. A pioneer of the real estate software industry, MRI develops lasting client relationships based on nearly five decades of expertise and insight. Through leading solutions and a rich partner ecosystem, MRI gives organizations the freedom to transform the way communities live, work and play while elevating their business and gaining a competitive edge. For more information, please visit mrisoftware.com.

DALLAS, TXDECEMBER 10, 2019

Integrity Marketing Group, LLC (“Integrity”), Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced the completion of a new Employee Ownership Plan. The plan provides meaningful ownership to all of Integrity’s eligible employees who have at least one year of tenure, at no cost to them.

This represents a plan for all of Integrity’s 750 employees from every level at more than 30 brands around the country. In addition, employees of newly-acquired businesses will also join the ownership program, giving everyone the opportunity to share in the combined success of the overall Integrity platform.

To celebrate the launch of this remarkable Employee Ownership Plan, the company has retroactively paid out almost $50 million to all employees in recognition of their contributions to Integrity’s success and to demonstrate the commitment to employee ownership at Integrity.

“Partnership is core to everything we do at Integrity. This is the most rewarding day of my career to now include all of our employees in the ownership of this amazing business we are building together every day,” said Bryan W. Adams, Co-Founder & CEO of Integrity. “With this groundbreaking plan, our most valued stakeholders–our employees–can now become partners in our tremendous success with this great company. I’m proud to welcome all of our employees as partners at Integrity.”

Integrity Marketing Group has experienced significant growth the past three years, increasing earnings more than 800 percent to extend its leadership position in the insurance industry.

“I am so excited to work for a company that not only tells you they care, but demonstrates that care in their actions by committing to our success,” said Kendall Spence, Executive Assistant at Integrity. “It’s a huge honor to be a part of the ownership plan and I know I am in the right place with the right team at Integrity Marketing Group.”

“This Employee Ownership Plan is a game-changer for Integrity Marketing Group and the absolute best investment the Company can make to drive future success,” said Tom Schueth and Mike Wingate, Co-Founders and Managing Partners of Integrity. “We are taking an already engaged and motivated group of employees and supercharging their performance with the pride that comes from ownership.”

“The spirit of abundance at every level of Integrity is incredibly unique and inspiring, and that’s further proven by the commitment the Partners have shown to include everyone in the ownership of the company,” said Steve Young, Chairman of Integrity. “Integrity is the fastest growing business I’ve been associated with and we are happy to reward Integrity’s employees—the people who build this business every day—by enabling them to share in our growth potential just like Integrity Partners. It’s the right thing to do and a transformative experience for the entire company.”

“I would like to thank our investors, Harvest Partners and HGGC, for their continued partnership and support in making this dream a reality for our entire Integrity family,” added Adams. Read More

NEW YORK, NYDECEMBER 9, 2019

Harvest Partners, LP (“Harvest”), announced today that funds managed by Harvest have completed the acquisition of Lazer Spot, Inc. (“Lazer Spot” or “the Company”) from Greenbriar Equity Group, LP (“Greenbriar”). Lazer Spot, headquartered in Alpharetta, Georgia, is the market leader in mission critical, outsourced yard management services in the United States and Canada. The Company’s management team, led by CEO Adam Newsome, will continue to lead Lazer Spot and remain significant owners of the business. Additional terms of the transaction were not disclosed.

Lazer Spot is the only national provider of spotting services (rapid and precise movement of empty and full trailers at its customers' distribution centers and manufacturing facilities) and shuttling (on-demand movement of empty or full trailers between customers' sites, distribution facilities, third party rail yards and shipping ports), offering a compelling value proposition at 400+ sites for more than 100 blue chip customers across the consumer packaged goods, food & beverage, pulp & paper, retail and other industrial sectors.

Adam Newsome said, “On behalf of the Lazer Spot management team, we are excited to partner with Harvest for the next chapter of our Company’s growth. Their focus and enthusiasm for building upon our position as the market leader are great fits for the management team’s vision for Lazer Spot.”

Michael DeFlorio, President of Harvest, said, “We are excited to partner with Adam and the entire Lazer Spot team. They have built a unique business with a clear path for long-term growth. We are looking forward to helping the team achieve their goal of continued organic growth while accelerating their acquisition strategy.”

James Mitchel, Principal at Harvest, added, “We are thrilled to invest alongside the Lazer Spot management team and support the next phase of growth with the Company’s blue chip customer base. Customers value Lazer Spot’s commitment to safety and reliability, and management has built a best-in-class service delivery model to achieve that.”

Lazer Spot is actively pursuing both tuck-in and transformative acquisitions of other spotting and shuttling businesses.

Harris Williams served as financial advisor and Kirkland & Ellis LLP served as legal advisor to Greenbriar and Lazer Spot. Ropes & Gray LLP served as legal advisor to Harvest Partners. As part of the transaction, Michael DeFlorio, Stephen Carlson and James Mitchel from Harvest Partners will join Adam Newsome on the Board of Directors of Lazer Spot.

About Lazer Spot

Lazer Spot is the market leader in critical outsourced yard management services including trailer spotting and shuttling. Founded in 1996 and headquartered in Alpharetta, GA, Lazer Spot is the only national provider of spotting services across the consumer packaged goods, food & beverage, pulp & paper, retail and other industrial sectors. More information about Lazer Spot is available at www.lazerspot.com.

NEW YORK, NYNOVEMBER 22, 2019

Harvest Partners, LP (“Harvest”), announced today that funds managed by Harvest have completed the acquisition of Service Express (the “Company”) from Pamlico Capital (“Pamlico”). Service Express, headquartered in Grand Rapids, Michigan, is a leading provider of post-warranty data center equipment maintenance services. The Company’s management team, led by CEO Ron Alvesteffer, will continue to lead Service Express, and remain significant owners of the business. Additional terms of the transaction were not disclosed.

Service Express provides third party, post-warranty data center maintenance services to more than 4,000 customers. Service Express has a strong value proposition as it provides services that maintain and extend the life of mission-critical data center equipment at quicker response times and a lower cost vs. post-warranty support offered by OEMs.

Of the transaction, Ron Alvesteffer said, “After a great partnership and successful run with Pamlico, we are excited to partner with Harvest as we move towards our next phase of growth and expansion. Harvest’s track record of aligning with the strategic growth plans of their management teams and the emphasis they put on people, culture and systems to support that growth really stood out to us. Service Express is poised to build on the momentum created with Pamlico and accelerate that into expanding our office footprint and market penetration as together we create more jobs and opportunities while continuing to provide best in class customer service to our valued customers. The resources and expertise that Harvest brings to our team will be key as we execute on our plan moving forward.”

“Ron and his team have done an incredible job creating a market leader in the data center TPM industry,” said Jay Wilkins, Chief Operating Officer of Harvest. “We look forward to providing additional financial and strategic resources to help them further build their market leadership.”

Stephen Carlson, Partner at Harvest, added, “We have evaluated every scale asset in the TPM space and Service Express is the fastest growing player in the industry.”

Stephen Fessler, Principal at Harvest, added, “Customers value Service Express’ customer-centric philosophy and commitment to service excellence, and we are thrilled to be partners with the Company through its next chapter of growth.”

Rothschild & Co and William Blair served as financial advisors and Alston & Bird LLP served as legal advisor to Pamlico and Service Express. Moelis & Company and Harris Williams acted as financial advisors to Harvest Partners. Harvest Partners’ legal advisor was Kirkland & Ellis LLP. Jay Wilkins, Stephen Carlson, and Stephen Fessler will join Ron Alvesteffer on the Board of Directors of Service Express.

About Service Express

Service Express is a leading third-party maintenance (TPM) provider of hardware support for data center infrastructure focused on mission-critical server, storage, and network equipment. In addition to post-warranty maintenance, Service Express offers hardware system solutions, sales and upgrades, OS support, IT asset recovery and data center relocation services. Founded in 1993, Service Express maintains multivendor data center equipment for mid-to-large organizations worldwide, including hospitals, universities, manufacturing facilities, financial institutions, government agencies and Fortune 500 companies. For more information about Service Express, visit www.serviceexpress.com.

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm that focuses on investments in middle-market companies in the business services & consumer, healthcare, industrial services and manufacturing & distribution sectors. This strategy leverages Harvest Partners’ 35+ years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

NEW YORK, NYNOVEMBER 1, 2019

Harvest Partners, LP (“Harvest”), announced today that funds managed by Harvest have completed the acquisition of Yellowstone Landscape (“Yellowstone”) from CIVC Partners, LP (“CIVC”). Yellowstone, headquartered in Palm Coast, Florida, is the second largest commercial landscaping company in the United States. The Company’s management team, led by CEO Tim Portland, will continue to lead Yellowstone, and remain significant owners of the business. Additional terms of the transaction were not disclosed.

Yellowstone is a leading provider of commercial landscape services to over 5,000 customers throughout the Southern and Southwestern United States, including corporate campuses, resorts and hotels, homeowners’ associations, multi-family communities, schools, hospitals, and municipalities.

Of the transaction Tim Portland said, “On behalf of Yellowstone’s leadership team, we are excited to partner with Harvest and accelerate our growth. Their capital, experience and enthusiasm will help us continue our pursuit of excellence in commercial landscaping for our current and new customers across the country, deliver continued growth and success across each of our key priorities, and create ever increasing development opportunities for our outstanding team of landscape professionals.”

Michael DeFlorio, President of Harvest, said, “We are thrilled to partner with Tim and the entire Yellowstone team. They have built an excellent company and we look forward to providing additional financial and strategic resources to help them further build their market leadership.”

Stephen Carlson, Partner at Harvest, added, “We have been pursuing commercial landscaping services as a priority sector for several years and believe Yellowstone is a premier competitor in the industry. Customers value Yellowstone’s professionalism, commitment to service excellence, and scale, and we are excited to be partners with the Company through its next phase of growth.”

Harris Williams served as financial advisor and Kirkland & Ellis LLP served as legal advisor to CIVC and Yellowstone. Piper Jaffray and William Blair acted as financial advisors to Harvest Partners. Harvest Partners’ legal advisor was Ropes & Gray LLP. Moore & Van Allen PLLC advised Yellowstone management. Stephen Fessler from Harvest Partners will also join Tim Portland, Michael DeFlorio and Stephen Carlson on the Board of Directors of Yellowstone.

About Yellowstone Landscape

Yellowstone Landscape is a full service commercial landscaping company, delivering professional landscape services including Landscape Design, Landscape Installation, Landscape Maintenance, Irrigation Installation and Repair, and Tree Care Services. Headquartered in Palm Coast, Florida, Yellowstone Landscape currently serves more than 5,000 customers from its 40 branch facilities across the South and Southwest. More information about Yellowstone Landscape is available at www.yellowstonelandscape.com.

NEW YORK, NYSEPTEMBER 12, 2019

Harvest Partners, LP (“Harvest” or “the Firm”) announced today that Dan Glickman has joined the Firm as a Partner. Dan will lead Harvest’s capital markets effort, including supporting its portfolio companies, and he will work closely with Harvest’s investment teams on a range of future equity and debt investment opportunities.

Mr. Glickman joins Harvest from Antares Capital where he was a Founding Partner and Senior Managing Director. He served in various management and leadership roles across the organization including originations, investment screening, portfolio management and asset management. Earlier in his career, he worked in the leveraged lending group at Heller Financial and held accounting, audit and advisory roles with Peat Marwick. Mr. Glickman holds a B.S. in Accounting from DePaul University and is a registered CPA.

Thomas Arenz, Partner at Harvest, said, “We are very pleased to welcome Dan to Harvest. He brings nearly three decades of experience in the private equity leveraged lending market and has been well-known to many of us at the Firm for years. We are confident that Dan’s experience and leadership capabilities align well with our vision for the new capital markets role, and we look forward to the contributions Dan will make as member of our firm.”

Mr. Glickman commented, “Having been a part of building Antares Capital since its inception, I am excited to take on this new challenge. I have worked with the Harvest team for almost two decades and I am delighted to have joined the Firm.”

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm that focuses on investments in middle-market companies in the business services & consumer, healthcare, industrial services and manufacturing & distribution sectors. This strategy leverages Harvest Partners’ 35+ years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

Harvest Partners Joins HGGC and Integrity Management to Accelerate Growth of Senior Market Leader

NEW YORKAUGUST 28, 2019

Harvest Partners, LP (“Harvest Partners” “Harvest”), announced today that funds managed by Harvest Partners have completed a new investment in Integrity Marketing Group (“Integrity”), in partnership with existing investors, HGGC and management. Integrity, headquartered in Dallas, TX, is the nation's leading independent distributor of life and health insurance products focused on serving the Senior Market.

“We are very excited for Harvest Partners to join the Integrity family as we look to continue our pace of growth after three-straight years of organic and acquisitive expansion,” said Bryan W. Adams, Co-Founder and CEO of Integrity. “We believe Integrity has just begun to tap into its potential and adding an outstanding investor like Harvest Partners alongside HGGC will ensure we have the resources to help as many American seniors as possible through execution of our national partnership-based distribution strategy.”

“Bryan and Integrity’s management team have done an incredible job growing the business into the undisputed leader in the senior market,” said Jay Wilkins, Partner at Harvest. “We look forward to a strong partnership with management and HGGC as we collectively drive Integrity’s next phase of growth.”

More on Harvest Partners’ growth investment in Integrity can be viewed in the following video: www.integritymarketing.com/partnership

“The winning culture at Integrity is based on a partnership-first mentality that ensures all stakeholders are aligned,” added Steve Carlson, Partner at Harvest. “We’re proud to be part of their team and believe further investment in technology and talent will position the business to continue its impressive trajectory.”

“Over the past three years we have enjoyed a highly successful and collaborative partnership with Bryan and his team of partners, who have surpassed our expectations and show no signs of slowing down,” said Steve Young, President and Co-Founder of HGGC, who will continue to serve as Co-Chairman of the Board of Integrity.

“With Harvest Partners joining the existing group of management, Integrity partners and HGGC, we are confident that Integrity can replicate its success over the next three years and truly transform the industry,” added John Block, Partner at HGGC.

Goldman Sachs and Morgan Stanley served as financial advisors to Integrity and HGGC, while Evercore acted as financial advisor to Harvest Partners. Owl Rock Capital is acting as Administrative Agent and, together with Crescent Capital Group and Antares Capital, serve as Joint Lead Arrangers and Joint Bookrunners. Funds managed by Harvest Partners SCF provided additional financing.

About Integrity Marketing Group

Integrity Marketing Group (“Integrity”), headquartered in Dallas, TX, is the nation’s leading independent distributor of life and health insurance products focused on serving the Senior Market. Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies throughout the country and over 215,000 independent agents. Integrity’s 500 employees serve almost 4 million clients. In 2019, Integrity will help insurance carriers place over $2 billion in new premiums. For more information, visit www.integritymarketing.com.

TAMPA, FLJULY 11, 2019

Valet Living, the only nationally recognized full-service amenities provider to the multifamily housing industry, acquires doorstep trash and recycling collection company, WasteRetriever.

Valet Living’s interest in WasteRetriever stems from many parallels between the two companies, including alignment on core values. Valet Living’s leadership standards include: being better tomorrow, developing its talent, driving growth and scalability and embracing servant leadership, the leadership philosophy in which the leader’s main goal is to serve. WasteRetriever also exemplifies these standards in the way it runs its company.

“When we are searching for strategic acquisitions, we greatly weigh how a company fits within Valet Living’s beliefs and values, because our people are most important to us,” said Shawn Handrahan, President and Chief Executive Officer of Valet Living. “We’ve looked at a lot of companies, and WasteRetriever stood out to us because of its commitment to quality, servant leadership and its dedication to sustainability.”

WasteRetriever currently services approximately 30,000 apartment homes in 9 states, all of which will move to the Valet Living portfolio. WasteRetriever has approximately 150 associates including its founder, John Lis, will transition to become Valet Living associates.

“We are proud that Valet Living chose to acquire WasteRetriever out of the many doorstep collection providers to the multifamily industry,” said WasteRetriever founder, John Lis. “Our goal has always been to provide quality service to our clients and residents, maintained by the highest level of client and resident support. We feel confident we will transition seamlessly into Valet Living.”

Valet Living believes that this acquisition will further enhance its national presence and increase strong synergies in its primary markets, given WasteRetriever’s presence in Arizona, Colorado, Florida, Georgia, Kentucky, Maryland, North Carolina, South Carolina and Texas.

In addition to doorstep trash and recycling amenity services, Valet Living residents can also request fitness classes, home cleans, pet visits, package deliveries and more through a single app, Valet Living Home. Valet Living recently announced the acquisition of Torch Fitness, bringing fitness classes to multifamily communities nationwide. Valet Living recently debuted the launch of Quick Turns: Make Ready & Porter Solutions by Valet Living, helping to further supplement on-site property management teams by streamlining the turnover process and maintenance of residential apartments in just five days.

To learn more about Valet Living, please visit www.ValetLiving.com

About Valet Living

Valet Living is the only nationally-recognized full-service amenities provider to the multifamily housing industry, performing more than 340 million events annually across 1.3 million apartment homes and 40 states. Through its Valet Living Home app-enabled resident amenity service offering and its doorstep waste & recycling collection, turns, maintenance and pet solutions, Valet Living is also the only company in the multifamily industry to combine doorstep waste and recycling collection with both sustainability-related and premium home-related services. Valet Living has been setting the standard for residential living since 1995 and is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP.

TAMPA, FLJUNE 26, 2019

In a groundbreaking deal, Valet Living, the nation’s leading provider of premium home-related amenity services for residential living, further enhances its commitment to wellness amenities by acquiring Torch Fitness.

“We are thrilled to continue accelerating the expansion of our fitness offerings within Valet Living Home as we continue to enhance and redefine the residential living experience in multifamily communities,” said Shawn Handrahan, President and Chief Executive Officer of Valet Living. “Through Valet Living Home, we’re curating a comprehensive experience that meets the modern demands of multifamily residents and setting the standard for how amenity services are delivered.”

Atlanta based Torch Fitness currently provides fitness, wellness and nutritional programs to more than 200 multifamily communities in 12 states, with a heavy concentration in Georgia, Florida, the Carolinas and Texas. The combination of the two companies will give residents in these communities access to over 400 certified fitness trainers and dietitians. Torch Fitness’ mission is to promote health and wellness through effective exercise and proper nutrition. Its team of 5- star rated certified fitness trainers and registered dietitians helps multifamily residents achieve their goals by modifying current activities and lifestyle, leading to results with long-term success.

“Valet Living’s commitment to delivering unrivaled wellness amenities through its Valet Living Home resident amenity solution is what initially drew us to the brand,” said Torch Fitness founder Ty McMath. “I specialize in the physical training component of the Torch offering, and my wife and co-owner Nicole McMath, who holds a masters degree in nutritional biochemistry, is dedicated to bringing science-based nutrition recommendations, education and individualized support to the Torch community and personal wellness programs.”

Powered by technology but delivered by the best people in the multifamily business, Valet Living brings standard-setting resident amenity services to over 1.3 million apartment homes nationwide, performing more than 340 million events annually. Offering a multitude of amenity services including in-home package delivery, on-demand home cleans and pet visits, laundry pick-up and drop-off, fitness classes, doorstep waste & recycling collection and more, Valet Living makes residents’ and community managers’ lives easier.

Ty and Nicole McMath will be joining the Valet Living family to continue bringing exceptional fitness amenities to multifamily communities nationwide and help build the highest quality wellness offering available to the multifamily industry.

To further signify its commitment to wellness, on Thursday June 27 Valet Living will host “The Key to Staying Fit at Your Community” with celebrity fitness guru Jillian Michaels, moderated by Valet Living. Together in candid conversation, Valet Living and Jillian will share more about opportunities to incorporate fitness within apartment communities for residents, the benefit to community managers, tips for staying fit in any space and actionable takeaways.

To learn more about Valet Living, please visit www.ValetLiving.com

About Valet Living

Valet Living is the only nationally-recognized full-service amenities provider to the multifamily housing industry, performing more than 340 million events annually across 1.3 million apartment homes and 40 states. Through its Valet Living Home app-enabled resident amenity service offering and its doorstep waste & recycling collection, turns, maintenance and pet solutions, Valet Living is also the only company in the multifamily industry to combine doorstep waste and recycling collection with both sustainability-related and premium home-related services. Valet Living has been setting the standard for residential living since 1995 and is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP.

About Valet Living Home

Valet Living Home is powered by technology but delivered by the best people in the business. Your Valet Living residents request fitness classes, home cleans, pet visits, package deliveries and more through a single app. Amenities are performed by W2, insured and background checked associates through an on-site full-service desk completely customized for your community. The result is a resident amenity experience like no other, delivering more time for yourresidents to spend with family and friends and unparalleled resident satisfaction at your community!

PERRYSBURG, OHMAY 15, 2019

Material Handling Services, LLC (“MHS”) announced today a significantly revamped brand, OnPoint Group (“OnPoint”). OnPoint better communicates the organization’s leading strategic position for national facility maintenance as well as full-asset life cycle management and maintenance of doors, docks, material handling and warehouse accessories. This bundled set of solutions gives facility managers unprecedented access to customized, cost-effective solutions for procurement, installation and maintenance of mission-critical material handling and facilities equipment.

The expanded focus has unquestionably strengthened OnPoint’s market presence in recent years, with annual revenue tripling through both acquisitions and organic growth. In addition to its growing employee base of almost 2,000 employees, of which 600 serve as service technicians across the country. OnPoint also partners with over 20,000 affiliated service technicians throughout North America.

“Our customers are responsible for maintaining facility uptime at locations nationwide and need access to a single source to optimize the productivity and total cost of ownership across all of their mission-critical assets,” said Tom Cox, OnPoint Group CEO. “OnPoint is the only North American provider that is uniquely equipped with data-driven solutions and a network of expert service technicians to provide exceptional customer service that is proficient, safe and cost- effective.”

MHS will begin operating as OnPoint this month. The OnPoint brand better reflects the broad scope of the product and service offering, with a focus on providing customers with an exceptional level of customer service. As part of the brand launch, a new website (onpointgroup.com) has been created to showcase the revised brand and comprehensive array of services.

OnPoint Group utilizes focused operating divisions to more efficiently and cost-effectively reach customers with these comprehensive and customizable solutions:

• TFS: Forklift equipment, financing, power, maintenance and data management
• Miner: Doors, docks and safety equipment, facility accessories and material handling equipment
• TrueSource: Nationwide maintenance and repairs for critical facility operations, powered by an extensive affiliate network
• Concentric (currently ABT and NMS): Onsite equipment maintenance programs integrated with motive and reserve power solutions for facilities and equipment

TrueSource was announced this week as an integration of leading national service providers. TFS (formerly Total Fleet Solutions) and Miner, both established brands in their respective markets, will continue to focus their messaging and value propositions to better communicate their uniqueness in the market. ABT and NMS will be integrated and rebranded together as Concentric later this year.

With leading, skilled technicians nationwide and the proprietary technology of OnPoint Group, customers are provided an unparalleled experience:

• Exceptional customer service for enterprise accounts and local branches with more than 600 technicians in over 80 locations across North America;
• A comprehensive affiliate network, partnering with over 20,000 vendors in various critical facility maintenance trades, in addition to employed technicians;
• The most skilled workforce to get the job done right the first time;
• The industry’s most robust data set used to create customized asset roadmaps that maximize total cost of ownership; and
• The stability of half a million assets under management and growing, through continued investment in people and technology innovation.

“Having access to a comprehensive, one-stop shop for material handling and facility needs will have a significant, positive impact on the facility managers who struggle every day with maintaining facility uptime, worker safety and total cost of asset ownership,” said Cox. “OnPoint Group gives customers an unprecedented level of confidence that we’re going to deliver these services with consistency and excellence, so they can stay focused on growing their businesses.”

OnPoint Group is a platform company of Harvest Partners, a leading private equity firm with more than 30 years in investing in middle-market companies.

About OnPoint Group

OnPoint Group is the leading North American provider of management and maintenance services for doors, docks, material handling and warehouse accessories through its industry leading divisions: TFS, Miner, TrueSource, and Concentric. Based in Perrysburg, OH, OnPoint Group has more than 600 technicians in over 80 locations to consistently deliver efficiency, safety and productivity to customers responsible for maintaining multifacility operations. Through an ongoing commitment to technological innovation, OnPoint Group continues to revolutionize the way facility managers optimize the total cost of ownership of mission-critical material handling and facilities equipment. For more information, visit www.onpointgroup.com.

Deal with U.K.-based brand grows the company to 22 service brands, $2 billion in annual system-wide sales and nearly 3,700 franchisees.

WACO, TXFEBRUARY 28, 2019

Neighborly® , the world’s largest franchisor of home service brands, has announced the acquisition of Dream Doors, a premium kitchen makeover and bedroom wardrobe franchisor based in the United Kingdom. The addition marks the first acquisition of 2019 and brings Neighborly to a total of 22 service brands, nearly 3,700 franchise owners and more than 850 associates across nine countries.

The deal includes 91 locally-owned and operated franchise showrooms of Dream Doors across the United Kingdom specializing in fully-fitted kitchen makeovers, replacement doors and countertops and the installation of new appliances. As a result, Neighborly now reaches a total of eight brands and four campuses based in Europe.

“Dream Doors has delivered on its promise of ‘new life for old kitchens and bedrooms’ for the past 20 years, making the brand a perfect complement to Neighborly Brands’ community of premium home services,” said Mike Bidwell, President and CEO of Neighborly. “This brand furthers our expertise for Neighborly in today’s home improvement industry and accelerates the franchise’s growth of in-demand home services throughout the UK.”

Based in Portsmouth in the south of England, Dream Doors was founded on providing kitchen makeovers and recently expanded to offer custom wardrobes in bedrooms. As a result of its proven business model and innovations, Dream Doors has received numerous franchise accolades and awards for excellent service and satisfaction over the years.

Founder and Chairman Troy Tappenden will be stepping down and departing from the company. The Dream Doors network will continue to be overseen by Managing Director Philip Carr who has been instrumental in implementing the brand’s long-term expansion strategy since 2017.

“By joining the world’s largest franchisor of home services, Dream Doors will gain new vendor relationships, a powerful peer group of other Neighborly service brands and more,” said Carr. “Supported by Neighborly’s expertise moving forward, I look forward to this new phase of growth for our brand.” For more information about Neighborly’s service brands visit www.neighborlybrands.com.

About Neighborly

Neighborly is a holding company of 22 service brands, focused on repairing, maintaining and enhancing consumers’ homes and businesses. The company operates online platforms that connect consumers to service providers in their local communities that meet their rigorous standards as a franchisor across 15 service categories at www.getneighborly.com in the United States and www.getneighbourly.ca in Canada. The company was founded in 1981 as Dwyer Group and is based in Waco, Texas. More information about Neighborly/Neighbourly, and its franchise concepts, is available at https://www.neighborlybrands.com/.

ATLANTA and NEW YORKJANUARY 9, 2019

Epiq, a global leader in the legal services industry, today announced David C. Dobson has joined the company as the new chief executive officer and John Davenport, Jr., current chief executive officer of Epiq, will move up to executive chairman of the board.

Davenport founded Epiq, then known as Document Technologies, in 1998 and grew the business from a handful of employees and clients to a billion dollar global organization.

“We have found a remarkable leader that embodies our core values and client-centric focus to assume leadership of Epiq,” said Davenport. “After a thorough search process, I’m looking forward to my new role as chairman and to working with David, who will continue to execute on our vision and strategy of being the premier global legal services partner to clients around the globe. I believe that he is the right person to lead Epiq into the future.”

“I am very excited and honored to be joining such an incredible team at this important time in our company’s history,” said Dobson. “I look forward to building on the momentum that John and this team have created. We have a tremendous opportunity to further extend our leadership position in delivering high value services to our clients around the world.”

Dobson previously served as the chief executive officer of Digital River, a global eCommerce platform and services company. Prior to Digital River, Dobson held senior leadership positions at IBM, Corel, Pitney Bowes and CA Technologies. Dobson has a degree in electrical engineering and management from McMaster University in Ontario, Canada.

About Epiq

Epiq, a global leader in the legal services industry, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of business operations, class action and mass tort, court reporting, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

Expanding Mass Tort Solutions and Expertise

ATLANTA, GAJANUARY 7, 2019

Epiq, a global leader in the legal services industry, today announced that it has acquired Garretson Resolution Group (GRG), a tech-enabled, expert services provider of mass tort, class action and other high volume legal dispute resolutions services to law firms and other parties.

“GRG is a foundational brand in mass torts, with a long record of expertise and problem-solving,” said Bob Hopen, president Epiq class action and corporate restructuring. “The expertise and market leadership in mass tort that GRG brings to Epiq is unmatched and we’re thrilled to be able to expand this solution and the bench of expertise offered to our clients.”

“When we considered the next chapter for GRG, we wanted to find a company that would invest in our people and the mass tort industry, and we’re pleased to find that partner in Epiq,” said Matt Garretson, GRG founder. “Their commitment to our clients and our talented employees is incredible and we are excited to become part of Epiq.”

“The future of GRG and that of our clients and employees has never looked brighter,” said Jeff Elliott, GRG president and chief executive officer. “We look forward to fully leveraging the scale and capacity of Epiq to deliver great things.”

The companies will continue to operate with both the Epiq and GRG brands in place for a brief time while integrating operations in early 2019.

Advisors for the transaction for Epiq included Bryan Cave Leighton Paisner LLP and Alvarez & Marsal.

About Epiq

Epiq, a global leader in the legal services industry, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of business operations, class action and mass tort, court reporting, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

About GRG

Garretson Resolution Group a tech-enabled, expert services provider of mass tort, class action and other high volume legal dispute resolutions services to law firms and other parties. Learn more at www.garretsongroup.com.

Dallas, TXJANUARY 1, 2019

DALLAS–(BUSINESS WIRE)–Veritex Holdings, Inc. (NASDAQ: VBTX), the holding company for Veritex Community Bank, completed its acquisition of Houston-based Green Bancorp, Inc., the holding company for Green Bank, on January 1st, 2019. This is Veritex’s seventh acquisition in its eight-year history, making it one of the ten largest banks headquartered in Texas. Veritex Bank now has 43 full-service branch locations in Texas, with a concentration in the DFW and Houston metroplexes.

Green Bancorp reported total assets of $4.4 billion, total deposits of $3.4 billion, and total equity capital of $490.2 million, as of the end of the third quarter of 2018. The combined company will have approximately $8 billion in assets.

“Our vision for Veritex Community Bank is to continue to build the highest quality community-focused business bank in Texas. The acquisition of Green aligns with our vision to acquire highly-profitable, quality Texas banks with talented management teams,” said Veritex Chairman and Chief Executive Officer C. Malcolm Holland. “This acquisition more than doubles our size in terms of employees, assets and branch locations, and enhances our value proposition to be the bank of choice for businesses in our markets.”

About Veritex Bank

Veritex Community Bank is a mid-sized community bank serving its customers with a full suite of banking products and services. Veritex bank has total assets of approximately $8 billion. Veritex bank specializes in providing depository and credit services to retail and small- to mid-size businesses. The name “Veritex” is derived from the Latin word “veritas,” meaning truth, and “Texas.” Veritex bank was founded in 2010 and now has 43 branches located in Dallas, Fort Worth, Austin, Honey Grove and Houston and one located in Louisville, KY.

Forward-Looking Statements

This press release includes “forward-looking statements,” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are based on various facts and derived utilizing important assumptions, current expectations, estimates and projections and are subject to known and unknown risks, uncertainties and other factors that may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Forward-looking statements include, without limitation, statements relating to the impact Veritex expects its acquisition of Green Bancorp to have on Veritex’s operations, financial condition, and financial results, and Veritex’s expectations about its ability to successfully integrate the combined businesses and the amount of cost savings and overall operational efficiencies Veritex expects to realize as a result of the acquisition. Forward-looking statements may also include statements about Veritex’s future financial performance, business and growth strategy, projected plans and objectives, as well as other projections based on macroeconomic and industry trends, which are inherently unreliable due to the multiple factors that impact economic trends, and any such variations may be material. Statements preceded by, followed by or that otherwise include the words “believes,” “expects,” “anticipates,” “intends,” “projects,” “estimates,” “plans” and similar expressions or future or conditional verbs such as “will,” “should,” “would,” “may” and “could” are generally forward-looking in nature and not historical facts, although not all forward-looking statements include the foregoing. Further, certain factors that could affect future results and cause actual results to differ materially from those expressed in the forward-looking statements include, but are not limited to, the possibility that the businesses of Veritex and Green will not be integrated successfully, that the cost savings and any synergies from the acquisition may not be fully realized or may take longer to realize than expected, disruption from the acquisition making it more difficult to maintain relationships with employees, customers or other parties with whom Veritex has (or Green had) business relationships, diversion of management time on integration-related issues, the reaction to the transaction of the companies’ customers, employees and counterparties and other factors, many of which are beyond the control of Veritex. We refer you to the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections of Veritex’s Annual Report on Form 10-K for the year ended December 31, 2017 and any updates to those risk factors set forth in Veritex’s Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and other filings, which have been filed with the SEC and are available on the SEC’s website at www.sec.gov. If one or more events related to these or other risks or uncertainties materialize, or if Veritex’s underlying assumptions prove to be incorrect, actual results may differ materially from what Veritex anticipates. Accordingly, you should not place undue reliance on any such forward-looking statements. Any forward-looking statement speaks only as of the date on which it is made. Veritex does not undertake any obligation, and specifically declines any obligation, to update or revise any forward-looking statements, whether as a result of new information, future developments or otherwise. All forward-looking statements, expressed or implied, included in this press release are expressly qualified in their entirety by the cautionary statements

New York, NYOCTOBER 19, 2018

Harvest Partners, a leading middle-market private investment firm, today announced that Goldman Sachs Asset Management’s Petershill program has made a strategic minority investment in Harvest Partners.

The passive investment, which represents 15 percent of the firm, will allow Harvest Partners to expand the ownership of the firm and further develop its platform, building on the firm’s long history of investing in the middle-market in North America. As part of the transaction, Harvest Partners’ senior leadership has made long-term commitments to the business. Terms of the transaction were not disclosed.

Thomas Arenz, a Partner of Harvest Partners, said, “We are very pleased to be partnering with Goldman Sachs, a respected global institution that brings a broad range of capabilities and experience in supporting investment management firms. The investment by Petershill enables us to build on our 37-year history and execute our long term strategy to broaden our middle market franchise.”

Christian von Schimmelmann, co-head of Goldman Sachs Asset Management’s Petershill program, said, “Harvest Partners has been able to build a world-class private equity business, delivering strong returns to investors for almost four decades. We are excited to expand our relationship with Harvest Partners through this investment and look forward to providing the firm with strategic capital and support.” Evercore served as financial advisor to Harvest Partners and Kirkland & Ellis served as legal counsel.

About Harvest Partners

Founded in 1981, Harvest Partners (www.harvestpartners.com) is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services and consumer, healthcare services, industrial services, and manufacturing and distribution sectors. This strategy leverages Harvest Partners’ more than 37 years of experience in financing organic and acquisition-oriented growth companies.

About Goldman Sachs Asset Management

Goldman Sachs Asset Management (GSAM) is one of the world’s leading asset managers with over 2,000 professionals across 30 offices worldwide. Within GSAM, the Alternative Investments & Manager Selection (AIMS) Group, which manages over $200 billion in assets, provides investors with investment and advisory solutions across leading external private equity funds, hedge fund managers, real estate managers, public equity strategies and fixed income strategies. Institutional and individual investors access these opportunities in the form of new fund commitments, multi-manager programs, strategic partnerships, secondary-market investments, co-investments, and management company stakes through the Petershill program. With investments in over 20 asset management firms, the Petershill program provides strategic capital to mid- sized asset management firms and has raised over $5 billion of commitments since inception.

The company’s rebranding will emphasize the Neighborly online platforms to help today’s consumers easily connect with service provider experts.
WACO, TXSEPTEMBER 20, 2018

Dwyer Franchising, LLC (“Dwyer Group”), one of the world’s largest parent companies of home service brands, has announced that it is changing its corporate name to Neighborly, effective immediately. The decision follows the rapid success of the consumer-facing Neighborly platform developed a little more than a year ago to unite all of its service franchise brands under one umbrella. The new trade name supports the community of home service experts’ approach for providing an easier way for people to connect with providers of all home service needs through one convenient outlet.

“Since launching Neighborly in 2017, our platform for home services has increased engagement with customers and made a powerful and positive impact across our service brands,” said Mike Bidwell, President and CEO of Neighborly.

Through one comprehensive consumer-facing website (getneighborly.com in the U.S. and getneighbourly.ca in Canada), Neighborly has simplified the process of connecting homeowners with service industry experts with incredible results. Within one year of launching Neighborly, multi-brand customer penetration has increased 39 percent and continues to rise.

“Now it’s time to bring that same Neighborly brand home to our corporate offices to amplify the collective synergies of our service brands internally as well,” Bidwell added. “Dwyer Group’s legacy includes the success of 21 service brands to-date, and this legacy shall now be showcased moving forward under the friendly consumer facing Neighborly name.”

The new trade name will be reflected at 10 corporate campuses across the U.S., U.K. and Germany, employing nearly 850 employees. With the transition, the corporate website at dwyergroup.com also has moved to NeighborlyBrands.com. Plans to implement the new name across the company’s service brand affiliates will continue throughout the remainder of the 2018.

About Neighborly

Neighborly is a holding company of 21 service brands, focused on repairing, maintaining and enhancing consumers’ homes and businesses. The company operates online platforms that connect consumers to service providers in their local communities that meet their rigorous standards as a franchisor across 14 service categories at getneighborly.com in the United States and getneighbourly.ca in Canada. The company was founded in 1981 as Dwyer Group and is based in Waco, Texas. More information about Neighborly/Neighbourly, and its franchise concepts, is available at www.neighborlybrands.com.

ATLANTA, GASEPTEMBER 18, 2018

Epiq, a global leader in the legal services industry, today announced that Inc. Magazine listed Epiq as No. 1866 on its 37th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. This marks the 11th time Epiq has been recognized by Inc. Magazine on the Inc. 5000 list.

“When you choose Epiq, you choose a strategic partner committed to easing the burden and risks associated with complex legal challenges,” said John Davenport. “We’re proud of our year-over-year growth, but more importantly, we’re committed to delivering world-class service to our clients and to making them raving fans.”

The Inc. 5000 list is an in-depth look at the performance of America’s top privately held companies. The companies listed on the 2018 list each year achieved growth of more than 50 percent in the last three years. Altogether, the companies that made this year’s list amassed $206.2 billion in revenue in 2017. With a growth of 240% and a revenue of $1.0 billion in 2017, Epiq is proud to be included in this year’s list.

To learn more about Inc. 5000 click here.

About Epiq

Epiq, a global leader in the legal services industry, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of business operations, class action and mass tort, court reporting, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

Deal marks first acquisition since Dwyer Group was purchased by Harvest Partners and adds 288 territories

WACO, TXAUGUST 14, 2018

Dwyer Franchising, LLC (“Dwyer Group”), one of the world’s largest parent companies of home service brands, has announced the acquisition of Mosquito Joe, the leading franchisor in the mosquito control services industry based in Virginia Beach, Va. This event marks the first acquisition for Dwyer Group since announcing Harvest Partners as its new private equity partner and launches the beginning of a new era of growth for Dwyer Group, now with nearly 3,300 franchisees and 825 associates across nine countries.

“Mosquito Joe’s rally cry is ‘Outside is fun again,’ and we think their service combined with their professionalism and high customer satisfaction marks are the perfect fit for Dwyer Group and our Neighborly offering,” said Mike Bidwell, President and CEO of Dwyer Group. “Mosquito Joe is a market leader in this space, and we look forward to continuing to support its growth.”

Mosquito Joe is a rapidly growing company in the mosquito control services industry, with 288 active territories across 34 states and the District of Columbia and expansion opportunities to the western United States, Canada and beyond. The Mosquito Joe brand is known for its reliability and exceptional service, making its addition to Dwyer Group’s Neighborly brands a seamless transition.

“We are delighted to join one of the most powerful organizations in the industry,” said Lou Schager, President of Mosquito Joe. “Our franchise network and customers will benefit from Dwyer Group’s vast expertise and extensive resources in the service trades, enabling us to further our expansion.”

For more information about Dwyer Group’s service brands visit www.dwyergroup.com.

About Dwyer Group®

Founded in 1981 and based in Waco, Texas, Dwyer Group is a holding company of 21 service brands and supports franchise organizations under the umbrella brand Neighborly in the United States and Neighbourly in Canada. Neighborly® is a community of experts who repair, maintain and enhance properties united under one platform to better meet the needs of today’s consumer. Collectively, these concepts offer customers a broad base of residential and commercial services. More information about Neighborly/Neighbourly, and its franchise concepts, is available at www.getneighborly.com and www.getneighbourly.ca, respectively. Learn more about Dwyer Group at www.dwyergroup.com.

About Mosquito Joe

Virginia Beach, Va.-based Mosquito Joe provides mosquito, tick and flea control treatment to residential and commercial customers nationwide. Technicians are trained mosquito control experts dedicated to getting rid of mosquitoes so people can enjoy being outside again. For more information or franchising opportunities, visit www.mosquitojoefranchise.com.

DALLAS, TX
HOUSTON, TXJULY 24, 2018

Veritex Holdings, Inc. (NASDAQ:VBTX) (“Veritex”), the parent holding company for Veritex Community Bank, and Green Bancorp, Inc. (NASDAQ:GNBC) (“Green”), the parent holding company for Green Bank, N.A., jointly announced today the entry into a definitive agreement pursuant to which Green and Green Bank, N.A. will merge with and into Veritex and Veritex Community Bank, respectively.

The transaction will create a leading Texas community bank, with 43 branches across Texas, ranking as the tenth largest Texas-based banking institution by deposit market share. The combined franchise would have approximately $7.5 billion in assets, $5.6 billion in loans and $5.9 billion in deposits, based on the companies’ balance sheets as of June 30, 2018.

Veritex Chairman and Chief Executive Officer C. Malcolm Holland stated, “The merger with Green represents a tremendous financial and strategic opportunity for Veritex. In addition to producing significant accretion to EPS and improvements to virtually all of our key operating metrics, this merger results in a top 10 Texas-based community bank with virtually all of its franchise in the attractive MSAs of Dallas-Fort Worth and Houston. We are delighted to welcome Green’s stakeholders to Veritex, including a number of key members of Green leadership into executive positions in our combined franchise.”

Manny Mehos, Chairman and Chief Executive Officer of Green, said, “The merger of Green and Veritex creates a uniquely focused Dallas/Fort Worth and Houston franchise. We believe this is the best possible combination for our shareholders, colleagues, and clients. I am thrilled to join the Board of this combined organization and work with Malcolm, Terry, Geoff, and the rest of the management team.”

Under the terms of the merger agreement, upon completion of the merger, shareholders of Green will receive 0.79 shares of Veritex common stock for each share of Green common stock, valuing the transaction at approximately $1.0 billion, or $25.89 per Green share, based on the closing share price of Veritex of $32.77 on July 23, 2018. Legacy Veritex and Green shareholders will collectively own approximately 45% and 55% of the combined company, respectively.

Upon completion of the merger, C. Malcolm Holland, current Chairman and Chief Executive Officer of Veritex, will continue to serve as Chairman and Chief Executive Officer of the combined company. Terry Earley, current Chief Financial Officer of Green, will serve as Chief Financial Officer of the combined company, and Geoffrey Greenwade, current President of Green, will serve as the Houston President of the combined company. The board of directors of the combined company will consist of nine members, six from Veritex’s current board of directors and three from Green’s current board of directors.

Veritex expects this acquisition to be approximately 25% accretive to earnings per common share, excluding one-time charges. The transaction is expected to produce approximately 12.0% tangible book value per share dilution at closing with an earnback period of approximately 2.8 years.

The merger agreement has been unanimously approved by the board of directors of both Veritex and Green. The merger agreement contains customary representations and warranties and covenants by Veritex and Green. Closing is subject to customary approvals by regulatory authorities and the shareholders of both Veritex and Green, and is expected to occur in the first quarter of 2019.

Stephens Inc. served as financial advisor to Veritex and Keefe, Bruyette & Woods, A Stifel Company, provided a fairness opinion to Veritex. Covington & Burling LLP served as Veritex’s legal advisor. Goldman Sachs & Co. served as financial advisor to Green. Skadden, Arps, Slate, Meagher & Flom LLP served as Green’s legal advisor.

About Veritex Holdings, Inc.

Headquartered in Dallas, Texas, Veritex is a bank holding company that conducts banking activities through its wholly-owned subsidiary, Veritex Community Bank, with locations throughout the Dallas-Fort Worth metroplex and in the Houston metropolitan area. Veritex Community Bank is a Texas state chartered bank regulated by the Texas Department of Banking and the Board of Governors of the Federal Reserve System. For more information, visit www.veritexbank.com.

About Green Bancorp, Inc.

Headquartered in Houston, Texas, Green is a bank holding company that operates Green Bank primarily in the Houston and Dallas metropolitan areas. Commercial-focused, Green Bank is a nationally chartered bank regulated by the Office of the Comptroller of the Currency, a division of the Department of the Treasury of the United States.

Important Additional Information will be Filed with the SEC

This press release does not constitute an offer to sell or the solicitation of an offer to buy any securities or a solicitation of any vote or approval with respect to the proposed acquisition by Veritex of Green. No offer of securities shall be made except by means of a prospectus meeting the requirements of the Securities Act of 1933, as amended, and no offer to sell or solicitation of an offer to buy shall be made in any jurisdiction in which such offer, solicitation or sale would be unlawful.

In connection with the proposed transaction, Veritex plans to file with the U.S. Securities and Exchange Commission (the “SEC”) a Registration Statement on Form S-4 containing a joint proxy statement of Veritex and Green and a prospectus of Veritex (the “Joint Proxy/Prospectus”), and each of Veritex and Green may file with the SEC other documents regarding the proposed transaction. The definitive Joint Proxy/Prospectus will be mailed to shareholders of Veritex and Green. SHAREHOLDERS ARE URGED TO READ THE REGISTRATION STATEMENT AND THE JOINT PROXY/PROSPECTUS REGARDING THE TRANSACTION CAREFULLY AND IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE AND ANY OTHER DOCUMENTS FILED WITH THE SEC BY VERITEX AND GREEN, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THOSE DOCUMENTS, BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION. Investors will be able to obtain free copies of the Registration Statement and the Joint Proxy/Prospectus (when available) and other documents filed with the SEC by Veritex and Green through the website maintained by the SEC at www.sec.gov. Free copies of the Registration Statement and the Joint Proxy/Prospectus (when available) and other documents filed with the SEC can also be obtained by directing a request to Veritex Holdings, Inc., 8214 Westchester Drive, Suite 400, Dallas, Texas 75225, or by directing a request to Green Bancorp, Inc., 4000 Greenbriar Street, Houston, Texas 77098.

Participants in the Solicitation

Veritex, Green and their respective directors and certain of their executive officers and employees may be deemed to be participants in the solicitation of proxies from the shareholders of Green or Veritex in respect of the proposed transaction. Information regarding Veritex’s directors and executive officers is available in its proxy statement for its 2018 annual meeting of shareholders, which was filed with the SEC on April 3, 2018, and information regarding Green’s directors and executive officers is available in its proxy statement for its 2018 annual meeting of shareholders, which was filed with the SEC on April 13, 2018. Information regarding the persons who may, under the rules of the SEC, be deemed participants in the proxy solicitation and a description of their direct and indirect interests, by security holdings or otherwise, will be contained in the Joint Proxy/Prospectus and other relevant materials to be filed with the SEC when they become available. Free copies of this document may be obtained as described in the preceding paragraph.

Forward-looking Statements

This press release includes “forward-looking statements,” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are based on various facts and derived utilizing important assumptions, current expectations, estimates and projections and are subject to known and unknown risks, uncertainties and other factors that may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Forward-looking statements include, without limitation, statements relating to the impact Veritex expects its proposed acquisition of Green to have on the combined entity’s operations, financial condition, and financial results, and Veritex’s expectations about its ability to successfully integrate the combined businesses and the amount of cost savings and overall operational efficiencies Veritex expects to realize as a result of the proposed acquisition. The forward-looking statements also include statements about Veritex’s future financial performance, business and growth strategy, projected plans and objectives, as well as other projections based on macroeconomic and industry trends, which are inherently unreliable due to the multiple factors that impact economic trends, and any such variations may be material. Statements preceded by, followed by or that otherwise include the words “believes,” “expects,” “anticipates,” “intends,” “projects,” “estimates,” “plans” and similar expressions or future or conditional verbs such as “will,” “should,” “would,” “may” and “could” are generally forward-looking in nature and not historical facts, although not all forward-looking statements include the foregoing. Further, certain factors that could affect future results and cause actual results to differ materially from those expressed in the forward-looking statements include, but are not limited to, the possibility that the proposed acquisition does not close when expected or at all because required regulatory, shareholder or other approvals and other conditions to closing are not received or satisfied on a timely basis or at all, the failure to close for any other reason, changes in Veritex’s share price before closing, that the businesses of Veritex and Green will not be integrated successfully, that the cost savings and any synergies from the proposed acquisition may not be fully realized or may take longer to realize than expected, disruption from the proposed acquisition making it more difficult to maintain relationships with employees, customers or other parties with whom Veritex or Green have business relationships, diversion of management time on merger-related issues, risks relating to the potential dilutive effect of shares of Veritex common stock to be issued in the transaction, the reaction to the transaction of the companies’ customers, employees and counterparties and other factors, many of which are beyond the control of Veritex and Green. We refer you to the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections of Veritex’s Annual Report on Form 10-K for the year ended December 31, 2017, the Annual Report on Form 10-K filed by Green for the year ended December 31, 2017 and any updates to those risk factors set forth in Veritex’s and Green’s Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and other filings, which have been filed with the SEC and are available on the SEC’s website at www.sec.gov. If one or more events related to these or other risks or uncertainties materialize, or if Veritex’s underlying assumptions prove to be incorrect, actual results may differ materially from what Veritex or Green anticipates. Accordingly, you should not place undue reliance on any such forward- looking statements. Any forward-looking statement speaks only as of the date on which it is made. Neither Veritex nor Green undertakes any obligation, and specifically declines any obligation, to update or revise any forward-looking statements, whether as a result of new information, future developments or otherwise. All forward-looking statements, expressed or implied, included in this press release are expressly qualified in their entirety by the cautionary statements contained or referred to herein.

ATLANTA, GA
CHICAGO, ILJuly 9, 2018

Epiq, a global leader in the legal services industry, today announced that it acquired a majority interest in Controle, LLC, a leader in information governance services and solutions.

The acquisition allows Epiq to further enhance the comprehensive suite of solutions it delivers to clients through a talented team of information governance and GDPR experts.

“The acquisition of Controle enhances our existing expertise and technology around information governance and GDPR,” said Mike Rogalski, president of eDiscovery, Epiq. “It will increase our ability to deliver services designed to help clients take control of and manage their electronic data through the use of experts, proprietary software and unique workflows.”

“We are thrilled to be joining the Epiq family and to extend our products and services to their client base,” said Kevin Barnicle, chief executive officer of Controle. “The global presence, vision, and operations at Epiq present an exciting opportunity for our existing clients and team at Controle.”

As a result of the transaction, eDiscovery clients of both organizations will have immediate access to the deeper and broadened range of best-in-class legal technology solutions Epiq and Controle provide globally. The acquisition also provides the ability to scale investment in Controle services and technology.

About Epiq

Epiq, a global leader in the legal services industry, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of business operations, class action and mass tort, court reporting, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

New York, NYJuly 2, 2018

VetCor Group Holdings Corp. (“VetCor” or “the Company”) completed a recapitalization led by Oak Hill Capital Partners (“Oak Hill”), Harvest Partners, LP (“Harvest”), Cressey & Company, LP (“Cressey”), and the VetCor management team. Terms of the transaction were not disclosed.

VetCor is one of the largest operators of veterinary hospitals in the U.S., managing 272 locations across 28 states and employing approximately 900 veterinarians. VetCor hospitals provide a full range of general medical and surgical services for pets, as well as pharmacy needs and ancillary services such as boarding, grooming, and pet products. The management team of VetCor, led by CEO Dan Adams, will continue to lead the Company.

“We are incredibly excited to grow our business with our new partner, Oak Hill, and continue our partnership with Cressey and Harvest, both of whom have been valuable strategic and financial partners,” said CEO Dan Adams. “We will continue to expand our footprint and develop a thriving ecosystem for our veterinarians and clients to best serve our communities.”

“We are excited to reinvest in VetCor and continue to support Dan Adams, Peter DeFeo, and the rest of the VetCor team in its next phase of growth. VetCor is well-positioned to continue its consolidation strategy in a fragmented and growing market,“ said Jay Wilkins, Partner at Harvest. “VetCor has established itself as a leading platform in the veterinary services space. We look forward to partnering with Oak Hill and continuing our partnership with management as VetCor builds upon its long history of organic and acquisition-related growth,” added Merrick Axel, Partner at Cressey.

Jefferies LLC acted as exclusive financial advisor to VetCor. Jefferies LLC and Golub Capital underwrote and arranged first and second lien financing in connection with the transaction. Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill. White & Case LLP served as legal counsel to Harvest Partners. Ropes & Gray LLP served as legal counsel to Cressey. Ira Kleinman, Stephen Carlson, James Mitchel and Joshua Carter from Harvest Partners also worked on the transaction.

About VetCor

VetCor, founded in 1997 and headquartered in Hingham, MA, owns and operates a national family of 272 veterinary hospitals employing over 4,700 veterinarians and supporting staff. VetCor hospitals provide a full range of general medical and surgical services for pets, as well as pharmacy needs and ancillary services such as boarding, grooming, and pet products. The Company has distinguished itself by promoting the local identity of each hospital, offering a family friendly work environment, providing management, training and administrative support to its hospitals, and relying on the veterinarians of each hospital to manage their medical direction. For more information, please visit www.vetcor.com.

About Oak Hill Capital Partners

Oak Hill is a private equity firm managing funds with more than $12 billion of initial capital commitments and co-investments since inception. Over the past 30 years, Oak Hill and its predecessors have invested in over 85 significant private equity transactions across broad segments of the U.S. and global economies. Oak Hill applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. For more information, please visit www.oakhillcapital.com.

About Harvest Partners

Founded in 1981, Harvest Partners, LP is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services and consumer, healthcare services, industrial and energy services, and manufacturing and industrial sectors. For more information, please visit www.harvestpartners.com.

About Cressey & Company

Based in Chicago, IL and Nashville, TN, Cressey & Company is a private investment firm focused on building leading healthcare services and information technology businesses. With a history spanning more than 35 years, the Cressey & Company team is one of the most experienced and successful in the healthcare private equity field. For more information, please visit www.cresseyco.com.

TAMPA, FLJune 27, 2018

As of June 22, 2018, Valet Living, pioneer of the doorstep collection amenity, acquired Invisible Waste Services (IWS). Servicing more than one million apartment homes across 38 states, and as the nation’s leading provider, Valet Living has expanded to deliver on its vision as the only nationally-recognized full-service amenities provider to the multifamily industry, enhancing life for both residents and property managers.

In addition to doorstep collection and recycling services, Valet Living also sets the standard for turn services, maintenance support, and pet solutions and recently announced Valet Living Home, a mobile application platform for residential amenities.

IWS, the nation’s second largest doorstep trash provider, is excited to join the Valet Living portfolio and enable all of its associates to join the Valet Living team as well.

“IWS is a service based company, and we believe it can reach its full potential by aligning with Valet Living, a company that specializes and excels in that space,” said CEO and President of Cascade Engineering, IWS’s parent company, Mark Miller.

As innovators in the multifamily industry, IWS and Valet Living will now work together under the Valet Living umbrella and operate as one.

“This acquisition will elevate our presence nationally and further solidfy our place as the nationwide leader in the multifamily industry,” said CEO and President of Valet Living, Shawn Handrahan. “IWS has been an innovator in our industry since 2001, offering services such as pressure washing and being among the first to introduce the bench container and bag catcher. IWS takes pride in its associates just as we do at Valet Living, and we look forward to bringing IWS’s associates on board and growing our team to become better tomorrow than we are today.”

About Valet Living:

As a Tampa Bay Times Top Workplace, Valet Living has been setting the standard for doorstep collection and recycling since 1995. Servicing over a million apartment homes across 38 states, Valet Living has grown to become not just the only national provider of doorstep collection and recycling services, but also the only nationally-recognized full service amenities provider to the multifamily industry. In addition to doorstep collection, Valet Living’s turns, maintenance and pet station solutions make life easier for both property managers and residents, while improving property values. With the launch of its resident-facing amenity services app, Valet Living Home, Valet Living is now the only company in the multifamily industry to combine doorstep collection with both sustainability-related and premium home-related services. Valet Living is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP. For more information, please visit www.valetliving.com.

Valet Living Home is the only amenity services app developed specifically for apartment residents by multifamily amenity experts.

TAMPA, FLJune 20, 2018

Last week, in front of over 10,000 attendees at the National Apartment Association’s Apartmentalize Conference and Exposition, Valet Living debuted its latest venture, Valet Living Home. The much-anticipated undertaking set the multifamily community abuzz with interest from property managers nationwide.

The Valet Living Home mobile app is one of a kind, as it is the only app developed exclusively for the multifamily industry to give apartment residents access to the services they want, making their lives easier in the process. Residents at Valet Living Home communities can order home cleans, have their pets cared for, save money on local deals and more through a single app, giving residents more time to spend with family and friends instead of worrying about daunting household chores.

“Valet Living has been servicing the multifamily community since 1995,” said CEO and President, Shawn Handrahan. “Over the past 23 years we have built wonderful partnerships with the communities that we service, and as a company, we have been looking for ways to help these communities even more. The idea for Valet Living Home did not start in our corporate office. We listened to what property managers and residents have been asking us, and that is how we cultivated Valet Living Home.”

The Valet Living Home mobile app is one of a kind, as it is the only app developed exclusively for the multifamily industry to give apartment residents access to the services they want, making their lives easier in the process. Residents at Valet Living Home communities can order home cleans, have their pets cared for, save money on local deals and more through a single app, giving residents more time to spend with family and friends instead of worrying about daunting household chores. Valet Living Home also provides a concierge offering with customizable services that include dry cleaning, wash and fold laundry, in home package delivery and on-demand trash pickup.

“To download the app and order the service was simple,” says resident Donald Welmer. “You click a button on the app, and then you come home, and everything is done, it’s perfect. Valet Living just makes it easy!”

Years of research and development went into creating the Valet Living Home mobile app. In order to gauge the voice of the resident, Valet Living surveyed thousands of multifamily residents to understand the desires and expectations in an amenity services provider. The information that Valet Living gathered ultimately fueled the development of the Valet Living Home app as you see it today.

“Valet Living Home has made my life super easy,” exclaims another resident, Marcus Warren. “My packages are there on time; my apartment is clean when I come home. I’m happy – it felt like I was coming back to a hotel room!”

The goal of Valet Living Home is in line with Valet Living’s core mission, setting the standard for residential living to make lives easier for both property managers and residents, while improving property values.

“Industry experts credit tech-enabled amenities with driving new leases and resident retention,” said Chief Marketing Officer, Patti Girardi. “Data shows 83% of new residents are downloading the app (three times the industry average) with 64% of registered users placing an order (twice the industry average).”

Valet Living Home is active in ten markets within the United States and will be announcing additional markets in the coming months.

“We have received tremendous interest in the few short days since we have launched this app,” said Regional Vice President of Valet Living Home, Matt Graves. “The data that we have gathered from our first communities shows that Valet Living Home increases not only resident retention but also increases resident satisfaction.”

To contact Valet Living for more information about Valet Living Home, please visit www.valetliving.com/contact/valet-living-home-request.

About Valet Living:

As a Tampa Bay Times Top Workplace, Valet Living has been setting the standard for doorstep collection and recycling since 1995. Servicing over a million apartment homes across 38 states, Valet Living has grown to become not just the only national provider of doorstep collection and recycling services, but also the only nationally-recognized full service amenities provider to the multifamily industry. In addition to doorstep collection, Valet Living’s turns, maintenance and pet station solutions make life easier for both property managers and residents, while improving property values. With the launch of its resident-facing amenity services app, Valet Living Home, Valet Living is now the only company in the multifamily industry to combine doorstep collection with both sustainability-related and premium home-related services. Valet Living is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP.

Historic Combination of the Industry’s Two Leading Legal Services Providers Expands Leadership in Class Action, Mass Tort, Data Breach and Corporate Restructuring

ATLANTA, GAJune 18, 2018

Epiq, a global leader in the legal services industry, today announced that it has acquired Garden City Group (GCG) from Crawford & Company® (www.crawfordandcompany.com) (NYSE:CRD-A) (NYSE:CRD-B), the world’s largest publicly-listed independent provider of claims management solutions to insurance companies and self-insured entities. GCG provides legal administration services for class action, bankruptcy, mass tort, regulatory matters, and legal notice programs.

“The addition of GCG to our leading class action, mass tort, data breach, and restructuring business represents an unprecedented combination of expertise, knowledge, and resources that has never before been leveraged on such a massive scale in our industry,” said John Davenport, Jr., chief executive officer of Epiq. “Joining forces with GCG demonstrates our commitment to this industry and to creating unmatched settlement and bankruptcy solutions for our clients.”

“This is an important strategic transaction for Crawford that allows us to further concentrate our attention and resources on high-growth business segments where we have established leadership positions,” said Harsha V. Agadi, president and CEO of Crawford & Company. “Just as importantly, we have found a great home for our legal administrative services business and the dedicated GCG employees to continue to excel and succeed.”

Combined operations include two state-of-the-art print, mail, and contact center locations in Beaverton, Oregon and Dublin, Ohio as well as call centers in Phoenix and Tampa, Florida.

As a result of the transaction, GCG will rebrand as Epiq in the fourth quarter of 2018.

Advisors for the transaction included Alvarez & Marsal, Bryan Cave Leighton Paisner LLP, and Davies Ward Phillips & Vineberg LLP.

About Crawford

Based in Atlanta, Crawford & Company (NYSE:CRD‐A) (NYSE:CRD‐B) is the world’s largest publicly listed independent provider of claims management solutions to insurance companies and self‐insured entities with an expansive global network serving clients in more than 70 countries. The Company’s two classes of stock are substantially identical, except with respect to voting rights and the Company’s ability to pay greater cash dividends on the non-voting Class A Common Stock (CRD-A) than on the voting Class B Common Stock (CRD-B), subject to certain limitations. In addition, with respect to mergers or similar transactions, holders of CRD-A must receive the same type and amount of consideration as holders of CRD-B, unless different consideration is approved by the holders of 75 percent of CRD-A, voting as a class. More information is available at www.crawfordandcompany.com.

About Epiq

Epiq, a global leader in the legal services industry, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of business operations, class action and mass tort, court reporting, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

NEW YORK, NYJune 4, 2018

Harvest Partners, LP (“Harvest Partners”), announced today that funds managed by Harvest have completed a new investment in Dwyer Group (“The Company”). Dwyer Group, headquartered in Waco, TX, is the market leader in the service franchise category focused on offering residential and commercial customers with a community of professional services. The Company’s management team, led by President and CEO Mike Bidwell, will continue to lead Dwyer Group. Additional terms of the transaction were not disclosed.

Dwyer Group supports 20 service brands with a franchise network including more than 3,200 franchisees operating in the United States and eight other countries.

Of the transaction Mike Bidwell said, “On behalf of Dwyer Group’s Board of Directors and leadership team, we expect to accelerate our growth and deliver on our strategies at an even-higher level by joining Harvest Partners. Their capital, experience and enthusiasm will help Dwyer Group build on our dominant industry position to repair, maintain and enhance homes and properties and expand our Neighborly platform.”

Steve Eisenstein, Partner at Harvest, said “We are thrilled to partner with Dwyer Group’s management team. They have built an excellent company and we look forward to providing additional financial and strategic resources to help them further build their market leadership in the service franchise category.”

Nick Romano, Partner at Harvest, added, “Dwyer Group is an exceptional franchise platform with multiple avenues for growth through the Neighborly brand and strategic acquisitions of new service brands. Harvest is excited to work with Mike and his management team in the next stage of their growth.”

The sale represents the fourth and largest private equity transaction for Dwyer Group.

Harris Williams and William Blair acted as financial advisors to Dwyer Group and Jefferies and Moelis & Company acted as financial advisors to Harvest Partners. Harvest Partners legal advisor was White & Case LLP. Steve Eisenstein, Nick Romano, and David Schwartz from Harvest Partners will join Mike Bidwell and Dina Dwyer-Owens on the Board of Directors of Dwyer Group.

About Dwyer Group:

Founded in 1981 and based in Waco, Texas, Dwyer Group is a holding company of 20 service brands, which support franchise organizations under the umbrella brand Neighborly in the United States and Neighbourly in Canada. Neighborly® is a community of experts who repair, maintain and enhance properties united under one platform to better meet the needs of today’s consumer. Collectively, these concepts offer customers a broad base of residential and commercial services. More information about Neighborly/Neighbourly, and its franchise concepts, is available at www.getneighborly.com and www.getneighbourly.ca, respectively. Learn more about Dwyer Group at www.dwyergroup.com.

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm that pursues management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services, consumer, healthcare services, and industrial sectors. This strategy leverages Harvest Partners’ 35+ years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

The acquisition provides a direct answer to the East Asian language barrier problems many U.S.-based e-discovery providers face.

MAY 31, 2018

For the past several years, Asia has represented one of the largest growing markets for e-discovery services. The increase in demand, though, has led to some issues with e-discovery software providers, both in translating East Asian languages for e-discovery tools, as well as complying with local discovery and data protection regulations.

Legal services company Epiq, one of the largest e-discovery companies in the industry, is tackling this issue through a method that is becoming increasingly common: M&A. On June 1, Epiq announced its acquisition of Tokyo-based Soliton Systems’ e-discovery business, formerly known as Ji2. Financial details for the transaction have not been announced.

Soliton Systems is primarily known for its IT security, video communication, and eco-device businesses. In e-discovery, however, it is known for its patented, proprietary technology that optimizes Japanese character set processing. This provides a direct answer to the language barrier problems many U.S.-based e-discovery providers face, and the capability will likely be integrated into Epiq’s systems in due time.

In addition, Epiq will be bringing on board Soliton’s e-discovery experts within Japan, growing a stable of international e-discovery managers that has only grown since the company formerly known as Epiq Systems was purchased by fellow e-discovery company DTI in 2016.

“The acquisition of Soliton’s e-discovery business enhances our existing presence and expertise in Japan,” said Caroline Woodman, Epiq managing director, Asia, in a press release. “It will increase our flexibility to service both local Japanese companies as well as multinational companies doing business in Japan. Ji2 was a highly recognized name in Japanese e-discovery, and we look forward to bringing their expertise in-house.”

2018 has been a banner year for e-discovery M&A thus far. Among the deals in recent months are Catalyst’s acquisition of TotalDiscovery, CloudNine’s acquisition of the LexisNexis E-Discovery Suite, and the merger of Consilio and Advanced Discovery.

HOUSTON, TXMAY 24, 2018

Green Bancorp, Inc. (NASDAQ:GNBC) (the “Company”), announced today the pricing of a public offering by certain of the Company's shareholders (the “Selling Shareholders”) of 2,000,000 shares of its common stock, at a public offering price of $22.80 per share. The offering consists entirely of secondary shares to be sold by the Selling Shareholders. The Company will not receive any of the proceeds from the shares sold in the offering. In connection with the offering, the Selling Shareholders have granted the underwriter a 30-day option to purchase up to 300,000 additional shares of the Company's common stock at the public offering price per share, less underwriting discounts. The offering is expected to close on May 29, 2018, subject to customary closing conditions.

Barclays is acting as sole underwriter for the offering.

The offering is being made pursuant to the Company's effective shelf registration statement filed with the Securities and Exchange Commission (the "SEC"). The offering is being made only by means of a prospectus and a related prospectus supplement. Prospective investors should read the prospectus supplement and the prospectus in that registration statement and other documents the Company has filed or will file with the SEC for more complete information about the Company and the offering. You may obtain these documents for free by visiting EDGAR on the SEC’s website at www.sec.gov. Alternatively, copies of the prospectus and prospectus supplement may be obtained from Barclays Capital Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, email: Barclaysprospectus@broadridge.com, telephone: (888) 603-5847.

This press release does not constitute an offer to sell or the solicitation of an offer to buy shares of common stock, nor shall there be any sale of these securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction.

About Green Bancorp, Inc.

Headquartered in Houston, Texas, Green Bancorp is a bank holding company that operates Green Bank in the Houston and Dallas metropolitan areas and Austin, Louisville and Honey Grove. Commercial-focused, Green Bank is a nationally chartered bank regulated by the Office of the Comptroller of the Currency, a division of the Department of the Treasury of the United States.

Forward-Looking Statements

Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements relating to the offering. These statements are based on management’s current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond our control. The Company can give no assurance that its expectations will be attained. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release.

For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled “Risk Factors” in the prospectus supplement and the prospectus related to the offering and in the Company’s Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, as well as the sections entitled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” incorporated by reference in the prospectus supplement related to the offering from the Company’s Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company’s expectations with regard thereto or change in events, conditions or circumstances on which any statement is based.

New York, NYAPRIL 26, 2018

Harvest Partners, LP (“Harvest” or “the Firm”) is pleased to announce that Doug Campbell has joined the Firm as a Partner, Operations. He will focus on partnering with management teams to accelerate value creation initiatives and drive performance in our portfolio companies.

He joins from Oaktree Capital Management where he worked in the Special Situations Fund, as a Managing Director. Earlier in his career, Doug served in various senior management roles, including as a CEO and COO, and was a Principal with the Boston Consulting Group, where he focused on business turnaround and transformation across several industries. Doug holds a B.S. in Economics from the U.S. Naval Academy and an M.B.A. from the Wharton School of the University of Pennsylvania.

Of Doug’s joining, Jay Wilkins, Partner at Harvest, said, “We spent significant time searching for someone with the right depth of operating experience and are very excited to have Doug join the team. In today’s ever challenging environment, Doug’s background and skills are critical for driving success at our portfolio companies. We look forward to his contributions and believe he will be a valuable addition to our Firm.”

About Harvest Partners

Founded in 1981, Harvest Partners (www.harvestpartners.com) is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services and consumer, healthcare services, industrial services, and manufacturing and distribution sectors. This strategy leverages Harvest Partners’ more than 35 years of experience in financing organic and acquisition-oriented growth companies.

New York, NYFEBRUARY 01, 2018

Harvest Partners, LP (“Harvest”), a New York-based private equity firm, announced today it has completed the previously announced sale of FCX Performance (FCX) to Applied Industrial Technologies (NYSE: AIT). FCX is a leading distributor of mission-critical products and value- added services to end users, OEMs and contractors across the industrial process, oil and gas, power, life sciences, municipal and commercial markets.

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the industrial services, manufacturing and distribution, business services and consumer, and healthcare services sectors. This strategy leverages Harvest Partners’ more than 35 years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

ATLANTA, GAJANUARY 22, 2018

Epiq, a global leader in the legal services industry, is pleased to announce that after a successful merger with DTI, the combined organization has officially moved forward under the name Epiq.

“Our deep bench of resources and expertise, combined with our ability to navigate and support complex global matters delivers an unparalleled partner experience to our clients,” said John Davenport, Jr., chief executive officer. “When you choose Epiq, you choose a strategic partner committed to easing your burden and helping you achieve success.”

The Epiq platform extends to 14 countries, including more than 80 office locations, more than 5,000 employees and a dozen data centers across the globe serving our clients. Epiq helps law firms, corporations, financial institutions, and government agencies manage the complex, large-scale data and logistics of eDiscovery, bankruptcy, class actions, regulatory compliance and other critical management tasks.

Epiq, founded in Kansas City in 1988 began as a bankruptcy services company while DTI, founded in Atlanta in 1998, got its start as a copying and printing services company. Both companies found success through organic growth and by strategic acquisitions. Epiq expanded into the Chapter 11 bankruptcy business and class action business before ultimately adding eDiscovery to its portfolio of solutions. DTI expanded its solutions to onsite law firm operations, then eDiscovery and court reporting. Epiq is now headquartered in Atlanta.

About Epiq

Epiq, a global leader in the legal services industry, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of business operations, class action and mass tort, court reporting, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

NEW YORK, NYJANUARY 9, 2018

Harvest Partners, LP (“Harvest”), a New York-based private equity firm, announced today that it has reached a definitive agreement to sell FCX Performance, Inc. (“FCX Performance”, “FCX” or the “Company”) to Applied Industrial Technologies (NYSE: AIT) (“Applied Industrial Technologies” or “AIT”), a leading value-added industrial distributor of bearings, power transmission products, fluid power components and other industrial supplies. The sale is expected to close within 30 days. After the closing, Tom Cox, FCX’s Chief Executive Officer, and the rest of the management team will continue to lead the business and the Company will remain headquartered in Columbus, Ohio.

FCX Performance is a leading distributor of mission-critical products and value-added services to end users, OEMs and contractors across the industrial process, oil and gas, power, life sciences, municipal and commercial markets. The Company is known for its technical application expertise and offers customers a full range of valves and automation, pumps and seals, process instruments, steam and piping products, and related equipment, all backed by a full complement of life-cycle services.

Tracing its origins to 1984, FCX has grown to 68 locations serving 43 states with more than 1,000 team members, including over 300 service and repair technicians. Since the Company’s acquisition by Harvest in 2012, FCX has completed 13 strategic acquisitions to expand its product and service capabilities as well as broaden the Company’s geographic footprint.

Tom Cox said: “Harvest was instrumental in our growth over the years as we have expanded to become the leading technical flow control platform, and we are extremely excited for our team members, customers and suppliers to partner with AIT to build upon our combined success.”

Michael DeFlorio, Partner of Harvest Partners, said: “It has been a pleasure working with Tom and his team to nearly triple revenue and significantly expand capabilities to best serve FCX customers.” Stephen Carlson, Partner of Harvest Partners, added: “AIT is combining market leaders in fluid power and flow control and we are excited to track the future progress of the combined organization.”

Robert W. Baird & Co. and Stephens Inc. acted as financial advisors and White & Case LLP acted as legal advisor to FCX. James Mitchel of Harvest Partners also worked on the transaction.

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the industrial services, manufacturing and distribution, business services and consumer, and healthcare services sectors. This strategy leverages Harvest Partners’ more than 35 years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

NEW YORK, NYJANUARY 9, 2018

Harvest Partners, LP (“Harvest” or “the Firm”) is pleased to announce it has named five new partners effective January 8, 2018. The new partners were formerly Managing Directors and include Stephen Carlson, Paige Daly, Uzair Dossani, Nick Romano and Marc Unger.

Mr. Carlson joined Harvest in 2010 and has focused on investments in the business services and industrial distribution sectors. He serves on the boards of FCX Performance Inc., Material Handling Services LLC, and VetCor. He previously served on the boards of DTI, Packers Holdings and TruckPro.

Ms. Daly joined Harvest in 2010 and has focused on investments in the healthcare services industry. She serves on the boards of Advanced Dermatology and Cosmetic Surgery, Dental Care Alliance and EyeCare Services Partners. She previously served on the boards of Athletico and Cycle Gear.

Mr. Dossani joined Harvest in 2016 and has focused on investments in the industrial services, chemicals, packaging, transportation and logistics, and distribution industries. He serves on the board of TruckPro.

Mr. Romano joined Harvest in 2015 and has focused on investments in the manufacturing and consumer sectors. He serves on the board of APC Automotive Technologies.

Mr. Unger joined Harvest in 2015 and is the firm’s Chief Financial Officer. Before coming to Harvest he was CFO at CCMP.

Of the new appointments, Thomas Arenz, partner of Harvest, said, “We are pleased to recognize these five professionals and welcome them as our partners. Their contributions span the entirety of our investment program and we have confidence in their ability to continue to play meaningful roles in the growth of Harvest Partners.”

About Harvest Partners

Founded in 1981, Harvest Partners (www.harvestpartners.com) is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services and consumer, healthcare services, industrial services, and manufacturing and distribution sectors. This strategy leverages Harvest Partners’ more than 35 years of experience in financing organic and acquisition-oriented growth companies.

NEW YORK, NYJANUARY 9, 2018

Harvest Partners, LP (“Harvest” or “the Firm”) is pleased to announce that Campbell MacColl has joined the Firm as a partner to focus on business development and investor relations. He joins from Credit Suisse where he worked for 10 years in the Private Fund Group, most recently as a Managing Director. Earlier in his career, Campbell worked at SG Cowen and later Cowen & Company and is a graduate of Princeton University with a Bachelor of Arts in History.

Of Campbell’s joining, Thomas Arenz, partner of Harvest, said, “We have known and worked with Campbell for over a decade and are very excited to have him join the team. Campbell brings both a depth of experience and a highly relevant network, and we are confident that his knowledge of the Firm will provide for a seamless transition to Harvest. We look forward to his contributions and believe he will be a valuable addition to our business development and investor relations efforts.”

About Harvest Partners

Founded in 1981, Harvest Partners (www.harvestpartners.com) is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services and consumer, healthcare services, industrial services, and manufacturing and distribution sectors. This strategy leverages Harvest Partners’ more than 35 years of experience in financing organic and acquisition-oriented growth companies.

COLOMBUS, OHNOVEMBER 15, 2017

FCX Performance, a specialty flow control distributor serving OEMs, EPCs and end-users across the industrial process, energy and high purity industries, announced today that it has acquired Eads Distribution, based in Houston, TX and The Massey Company, headquartered in Charlotte, NC. Eads Distribution is one of the foremost flow control distributors of instrumentation and valves in the U.S., while The Massey Company brings years of specialty flow control experience and expertise to the FCX Performance portfolio.

FCX Performance is No. 30 on Industrial Distribution’s Big 50 List.

The acquisitions maintain FCX Performance management’s continued push to provide additional value, synergies and better efficiencies to their customers and suppliers. The benefits include a wider range of product solutions, additional industrial proficiency and sharing of strategic partnerships for products and services.

Eads Distribution and The Massey Company will maintain their identities in their respective marketplaces, with Eads Distribution operating as a standalone division of FCX and The Massey Company operating as a branch of Eads Distribution.”

“We’re proud to welcome Eads Distribution and The Massey Company to the FCX family. These acquisitions further reinforce our already strong presence in Texas, Florida, and the Carolinas and adds significant geographical expansion in Tennessee, Georgia, Oklahoma, Arkansas, Mississippi, Alabama, and Louisiana” said Tom Cox, CEO of FCX. “FCX is known for our extensive product offering backed by our technical expertise, and these acquisitions strengthen those qualities.”

Together, these acquisitions are the largest undertaken by FCX Performance to date, and expand FCX’s footprint to 67 offices nationally, staffed by more than 1,000 experienced team members.

About FCX Performance

Based in Columbus, Ohio, FCX Performance, Inc., is a leading distributor of mission-critical products and value-added services to end users, OEMs and contractors across the industrial process, oil and gas, power, life sciences, municipal and commercial markets. FCX is renowned for its technical application expertise, offering its customers a full range of valve automation, pumps and seals, process instruments, steam and piping specialties, and related equipment, all backed by a full complement of life-cycle services.

Since 1999 FCX has completed more than 20 strategic acquisitions, growing to 67 locations serving 43 states, and more than 1,000 team members, including more than 300 services and repair technicians. For more information, please visit www.fcxperformance.com.

NEW YORK, NYAUGUST 28, 2017

Harvest Partners, LP (“Harvest”), a New York-based private equity firm, announced today it has completed the sale of BHI Energy, Inc. (“BHI Energy” or the “Company”) to AE Industrial Partners, a Florida-based private equity firm. Terms of the transaction were not disclosed.

For over 35 years, BHI Energy has provided critical on-site services necessary to support the daily operations, routine maintenance and capital investment requirements for the power generation, oil & gas and electricity transmission & distribution end markets. The Company’s broad service offering enables it to be an embedded provider of choice to a diverse customer base comprised of blue-chip energy companies. The Company’s service offering includes highly specialized maintenance services, full-service radiation protection services and staffing solutions.

Mike DeFlorio, Senior Managing Director of Harvest Partners, said: “We enjoyed working closely with Bob Decensi and the BHI Energy executive team to build a market leading provider of specialty services in the utility and energy sectors. We look forward to watching the Company continue to flourish as it enters a new phase of development in partnership with AE Industrial Partners.”

Bob Decensi, CEO of BHI Energy, said: “Harvest has been an exceptionally supportive partner, delivering valuable financial and operational guidance that leaves us well-positioned as we move into our next phase of growth.”

About BHI Energy

With more than 35 years of experience, BHI Energy provides a variety of on-site specialty maintenance and staffing services to the power-generation industry. BHI has built longstanding relationships with customers through aligning operating objectives and helping them effectively manage and service their assets. For more information, please visit www.bhienergy.com

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services and consumer, healthcare services, industrial services, and manufacturing and distribution sectors. This strategy leverages Harvest Partners’ 35 years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

TAMPA, FLAUGUST 8, 2017

Valet Living, pioneer of the doorstep collection amenity and innovator in turn services, maintenance support and pet solutions, announces the recent acquisition of Atlanta-based multifamily solution, ChoreMate. ChoreMate offers a range of amenity services for multifamily communities ranging from doorstep collection to trouble-free dry cleaning. United by a common business culture, the two companies will now operate as one, under the Valet Living umbrella. The strategic acquisition further increases Valet Living's presence in the south-east market and extends its mission to enhance property value by setting the standard in residential services.

"The combination of ChoreMate with Valet Living will provide ChoreMate's clients with all of the benefits that Valet Living clients are accustomed to," said President and CEO of Valet Living, Shawn Handrahan. "In addition, we love ChoreMate as a company and think it has the same great business model we have, and shares the same values that Valet Living strives to set for the industry." "We are excited about joining forces with Valet Living," said founders of ChoreMate, Bruce and Samantha Bryan. "The ChoreMate team has always envisioned offering our clients an even wider range of services and support paired with innovative technology. Teaming up with Valet Living, the industry leader, will allow us to do just that. Together, we are now able to provide this extensive support to each of our clients and at the same time continue to offer the high level of client care that ChoreMate has always put first."

Both companies will continue to operate normally while implementing a strategic plan for ChoreMate's clients and residents to have a seamless transition. As Valet Living continues to announce a number of additional resident-facing services, it will continue its commitment to provide unparalleled services for both property managers and residents.

About Valet Living:

As a Tampa Bay Times Top Workplace, Valet Living has been setting the standard for doorstep collection and recycling since 1995. Approaching one million apartment homes serviced across more than 35 states, Valet Living has grown to become not just the only national provider of doorstep collection and recycling services, but also the only nationally-recognized full service amenities provider to the multifamily industry. In addition to doorstep collection, Valet Living's turns, maintenance and pet station solutions make life easier for both property managers and residents, while improving property values. Valet Living is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP.

Contact:

Nikita Bhappu
(813)331-0680
Nikita.Bhappu@valetliving.com

COLOMBUS, OHAUGUST 7, 2017

The future looks bright to Tom Cox, CEO of FCX Performance. Bright, as in $12 billion domestic growth potential within the diverse commercial manufacturing industries his process flow control company serves.

“We’re focused on continuing to add value for our customers and to grow our business, so we have a long runway for growth,” Cox says. FCX ranks among the world’s 50 largest industrial distributors, in terms of sales, by trade publication Industrial Distribution.

A diversified client base has kept FCX from experiencing the market downturns that otherwise would lead to layoffs or facility closures. For example, FCX was insulated from the hit the oil and gas industry has taken over the last few years.

“I am so proud to tell you that we did not lay off one single person in the oil and gas downturn,” Cox says. “We actually were able to hire, in 2016, 10 more salespeople and 25 more service technicians, and it’s because we’re so well-diversified. That’s the way we’re going to continue to build the business.”

As the company grows, that means more high-skilled FCX jobs in Columbus. Founded as Simco Controls in 1984 by Ohio State University alumnus and FCX board member Charles “Charlie” Simon, FCX benefits from maintaining its headquarters in the Columbus region.

“It’s a great place to be able to recruit all types of talent, from technical sales people to service technicians to executives. People want to relocate here,” Cox says. Nearly 10 percent of the company’s national workforce is based in Columbus.

Some of the city’s biggest organizations are FCX clients, including Abbott Laboratories, OSU, the city of Columbus and Anheuser-Busch InBev. FCX customers produce everything “from paper goods to soda pop, medication, the gas we put in our cars, water to our houses and offices, even the power that we use to charge all our devices,” Cox says.

To produce the goods we use every day, manufacturers have to control the flow of liquids, gases and steam in their production plants, Cox explains. “That’s where we come in.”

A longstanding acquisition/growth strategy positioned FCX as a one-stop shop for industries’ flow-control needs. FCX has acquired 20 companies in its 30-plus years, four of which have occurred since Cox became CEO in 2015.

“We look for companies that, by becoming part of FCX, will allow us to create more value for our customers so that we can grow more, so that one-plus-one is going to equal four,” Cox says. FCX wants companies it acquires to maintain their unique identities: their names, their employees, their service niches.

“I want them to maintain and build whatever their secret sauce was that allowed them to grow,” he says. “We don’t want to FCX-ize them.”

With so many industrial components in their offerings, FCX must keep its workforce trained on a vast range of products and technologies and their applications. FCX University, an in-house training program for FCX employees and clients, launched in 2010.

Technical expertise is just one element of what makes FCX a leader in its industry. Central Ohio’s logistical infrastructure allows FCX to maintain a strong client base among Midwestern manufacturers and municipal operations, though the company operates 45 facilities in 38 states.

One of FCX’s strengths is the ability to provide same-day shipping—even same-day delivery—of critical process control parts to manufacturers in need. Inventory distribution centers across the US means FCX clients can make repairs and get their production operations back online quickly after a valve or instrumentation malfunction.

Cox received an email from one such client over the summer, which he reads aloud to illustrate the impact FCX’s service capabilities have on its clients’ operations. “Thank you for all you did Saturday on finding the actuator, positioner and bracket, and getting it to us on the same day,” wrote the customer, whom Cox would not identify because of confidentiality concerns. “It saved us about a half-million dollars in product.”

Cox is proud to lead FCX’s technicians, salespeople and all the employees at the heart of the company. “I watch our folks; they crawl around in the most remote, dirtiest, sometimes most dangerous areas of a customer’s plant.

“I’m proud of what we’ve built, but I’m even more excited about what the future has for us in Columbus and across the country,” he says.
About FCX Performance

Based in Columbus, Ohio, FCX Performance, Inc., is a leading distributor of mission-critical products and value-added services to end users, OEMs and contractors across the industrial process, oil and gas, power, life sciences, municipal and commercial markets. FCX is renowned for its technical application expertise, offering its customers a full range of valve automation, pumps and seals, process instruments, steam and piping specialties, and related equipment, all backed by a full complement of life-cycle services.

Since 1999 FCX has completed more than 20 strategic acquisitions, growing to 67 locations serving 43 states, and more than 1,000 team members, including more than 300 services and repair technicians. For more information, please visit www.fcxperformance.com.

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The move marks the fifth acquisition in less than a year for the specialty flow control distributor

COLUMBUS, OHJULY 27, 2017

FCX Performance, a leading specialty flow control distributor serving OEMs, EPCs and end-users across the industrial process, energy and high purity industries, announced today that it has completed the acquisition of Encova, Inc. The Cary, North Carolina firm is a licensed professional engineering company that provides specialized project start-up and commissioning services for customers in the life sciences industry.

“FCX has demonstrated a strong commitment to our customers by building our service capabilities both organically and by acquisition,” said Tom Cox, CEO of FCX.  “Adding Encova’s expertise to our PCI division’s service offerings sets us further apart from our competition. This acquisition allows us to provide our clients with the trusted single source provider they are looking for from start-up of their equipment on new projects, to maintaining optimal plant performance, and meeting regulatory guidelines now and into the future.”

With the addition of Encova, Inc. FCX expands its footprint to 45 offices nationally, all staffed with highly technical experts equipped to deliver unique value to a diverse set of end markets.

“Encova’s reputation and commitment to its customers make them an excellent fit with the FCX platform,” added Cox. “We are looking forward to working with Encova to expand our expertise and elevate the Encova solutions.”

About FCX Performance

Based in Columbus, Ohio, FCX Performance, Inc., is a leading distributor of mission-critical products and value-added services to end users, OEMs and contractors across the industrial process, oil and gas, power, life sciences, municipal and commercial markets. FCX is renowned for its technical application expertise, offering its customers a full range of valve automation, pumps and seals, process instruments, steam and piping specialties, and related equipment, all backed by a full complement of life-cycle services.

Since 1999 FCX has completed more than 20 strategic acquisitions, growing to 45 locations serving 37 states, and more than 800 team members, including more than 300 services and repair technicians. For more information, please visit www.fcxperformance.com.

PERRYSBURG, OHJUNE 21, 2017

Brent Parent, Founder and CEO of Miner’s parent company, Material Handling Services, was nominated for the Ernst & Young Entrepreneur Of The Year Michigan and Northwest Ohio Region earlier this year. On June 21, 2017, he attended the region’s awards gala where he was named as a winner.

This is a huge honor for both Brent and the organization as a whole. “This award is not just about me, it reflects on every member of the organization. I’m incredibly thankful to have the support of so many talented, hard-working people” says Parent upon receiving the award. Brent’s acceptance speech focused on the importance of leadership and he challenged fellow entrepreneurs in the audience to double down on their leadership capabilities. “If you want to be twice as good, twice as big, save twice as many lives or grow revenue by twice as much, you are going to have to be twice as good of a leader.”

Entrepreneur Of The Year US Award winners have founded and built some of the world’s most enduring companies. Since 1986, the Ernst and Young Entrepreneur of the Year award program has been celebrating entrepreneurship and has since expanded to 140 cities in over 50 countries.

TAMPA, FLMAY 23, 2017

Valet Waste, creator and pioneer of the doorstep collection and recycling amenity for multifamily communities since 1995, is now Valet Living. As it approaches one million apartment homes serviced across more than 35 states, Valet Living will continue to set the standard for residential living by challenging traditional practices and thinking outside the apartment box. With this rebrand, Valet Living will be expanding well-beyond doorstep collection to deliver on its vision as the only nationally-recognized full-service amenities provider to the multifamily industry, enhancing life for both residents and property managers. Valet Living will be the only company in the multifamily industry to combine doorstep collection with both sustainability-related and premium home-related services.

“What excites me the most about rebranding and rebuilding to Valet Living is creating a delightful resident experience that is currently not offered by any amenity provider in the United States,” said Valet Living President and Chief Executive Officer, Shawn Handrahan. “We want to truly transform and create an industry where we can differentiate a resident by property type and want all residents to want to be Valet Living residents.”

“This rebrand is more than just a name change for Valet Living,” said Chief Marketing Officer, Patti Girardi. “Valet Waste’s pioneering edge and proven execution established the brand as the tried and tested resource that supports communities and improves property values through its doorstep collection service. Valet Living will build on that trust to set the standard for residential living. As it adds both resident-facing amenities and value-added services for its property management partners, Valet Living will continue to evolve processes, redefine language and set benchmarks that are universally recognized and used across the multifamily housing industry.”

The immediate services that Valet Living offers include:

Valet Living Doorstep – Valet Living Doorstep is the standard-setting doorstep collection amenity that adds value and convenience to every multifamily community. Valet Living gets the job done better than anyone in the business, allowing property owners to contribute to their bottom lines while adding an invaluable, time-saving amenity for residents and on-site staff. Plus, Valet Living is the only partner to guarantee an on-site event that educates residents with respect to how to make the most of the amenity – so property management teams don’t have to.

Valet Living Turns – With Valet Living Turns, property managers can rest assured that apartment homes will be pristinely restored and ready for incoming residents – without the stress of managing and coordinating everything on their own. Drawing from our expansive network of premium contractors, our turn service is always quick and consistent, offering dependable support in every season. And with our dedicated team handling every aspect of the job, on-site teams can stay focused on the pressing daily demands of property management so time and resources are spent where they have the greatest impact: improving resident satisfaction and retention.

Valet Living Maintenance – Valet Living Maintenance is the helping hand that allows properties to prioritize unexpected resident needs and maintain day-to-day upkeep. We provide additional porter hours for property managers and maintenance teams so they can follow through on requests and uphold the same quality of service and high standards they are proud to deliver.

Valet Living Pet – Valet Living Pet is the partner for setting the standard in community-building. Our quality products and amenities are tailored to resident needs and those of their loved ones, ultimately contributing to higher resident satisfaction rates and cleaner common areas.

Valet Living pioneered and perfected the doorstep collection amenity, and now it is setting the standard in turn services, maintenance support and pet solutions. “We are the only amenity that touches 100% of the residents,” said Handrahan. “As we continue to announce a number of additional resident-facing services, we will continue our commitment to provide unparalleled services for both property managers and residents.”

About Valet Living:

As a Tampa Bay Times Top Workplace, Valet Living has been setting the standard for doorstep collection and recycling since 1995. Approaching one million apartment homes serviced across more than 35 states, Valet Living has grown to become not just the only national provider of doorstep collection and recycling services, but also the only nationally-recognized full service amenities provider to the multifamily industry. In addition to doorstep collection, Valet Living’s turns, maintenance and pet station solutions make life easier for both property managers and residents, while improving property values. Valet Living is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP.

Contact:

Nikita Bhappu
(813)331-0680
Nikita.Bhappu@valetliving.com

NEW YORKMAY 22, 2017

Harvest Partners, LP (“Harvest”), a New York-based private equity firm, and Varsity Healthcare Partners (“VHP”), a healthcare-focused private equity firm, announced today that they have completed a recapitalization of EyeCare Services Partners Holdings LLC (“ESP” or “The Company”). Harvest has acquired Varsity’s majority ownership interest in the Company. The company’s management team, led by CEO Michael Fricke and other doctor shareholders, will continue to lead ESP, and will retain a significant stake in the Company. Additional terms of the transaction were not disclosed.

Based in Dallas, Texas, ESP is the nation’s largest vertically integrated ophthalmologic services company. ESP’s affiliated ophthalmologists and optometrists serve communities in California, Colorado, Delaware, Illinois, and Maryland. Since its founding in May 2014, ESP has affiliated with over 20 practices.

Mr. Fricke said, “ESP has had an outstanding partnership with the Varsity team, resulting in tremendous growth in our managerial organization and clinical footprint. I am excited now to work with Harvest as we look to attract the best physicians and continue to expand our network.”

David Alpern, Partner at Varsity, commented, “Varsity has had a strong working relationship with ESP’s executive and clinical leadership over the past three years, beginning with the initial recapitalization of the Katzen Eye Group and having scaled now to 46 practice locations and seven ambulatory surgery centers across five states. We are deeply grateful to ESP’s management and clinical partners, who are truly responsible for the success of this investment.”

“Given the Company’s success, Michael Fricke and Varsity could have elected to partner with many private equity firms,” said Jay Wilkins, Senior Managing Director at Harvest Partners. “We are both delighted and honored that they chose Harvest for ESP’s next chapter of growth. With seven previous multi-site acquisitions in four years, Harvest is quite experienced in platform growth strategy, and we look forward to a long and fruitful partnership with Michael and his team to support the Company’s consolidation goals.”

Paige Daly, Managing Director at Harvest Partners, added, “ESP is exactly what we look for in a partner company. It is an undisputed leader in a burgeoning business model where there are few sizeable players. There is a clear path for growth as an aging population will require more and better services in eye and vision care.”

This sale represents the second exit for Varsity Healthcare Partners I, VHP’s initial 2014 investment vehicle.

About EyeCare Services Partners Holdings LLC

Headquartered in Dallas, EyeCare Services Partners (www.espmgmt.com) provides comprehensive practice management services to over 100 ophthalmologists and optometrists in its 46 clinics and seven ambulatory surgery centers across five states. Through a community-based, vertically-integrated eyecare model, the company’s affiliated physicians offer ophthalmic clinical and surgical services in addition to optometric services. By leveraging our comprehensive array of best-in-class technology, processes and managerial infrastructure, we seek to achieve outstanding patient-centric care and quality outcomes.

About Varsity Healthcare Partners

Varsity Healthcare Partners (VHP), founded by David Alpern and Kenton Rosenberry, is a healthcare-focused private equity firm. VHP seeks to partner with founders / entrepreneurs of lower middle-market healthcare companies and dedicate substantial time and resources to accelerate growth and value creation. VHP has been very successful employing and executing a consistent value creation playbook, in partnership with entrepreneurs, which emphasizes a significant investment in infrastructure followed by an aggressive organic and acquisition growth strategy. VHP draws upon its extensive industry experience and relationships and hands-on partnership approach to assist in professionalizing each platform and driving growth. For more information please visit: www.varsityhealthcarepartners.com.

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm that pursues management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services, consumer, healthcare services, and industrial sectors. This strategy leverages Harvest Partners’ 35+ years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

Contacts:

Varsity Healthcare Partners
Prosek Partners
Mickey Mandelbaum
Maya Pogoda
(310)785-0810
mmandelbaum@prosek.com
mpogoda@prosek.com

Harvest Partners
Jay Wilkins
(212)599-6300
Senior Managing Director

Owen Blicksilver Public Relations, Inc.
Caroline Luz
(203)656-2829
caroline@blicksilverpr.com

NEW YORK & BOSTONMAY 10, 2017

Harvest Partners, LP (“Harvest”) and Audax Private Equity (“Audax”) today completed the combination of AP Emissions Technologies (“AP”) and Centric Parts (“Centric”) to form APC Automotive Technologies (“APC” or the “Company”). As part of the transaction, Harvest completed a new equity investment into the combined business, and Audax retained a significant ownership stake in APC. Both firms have extensive experience in the automotive aftermarket and will provide their joint resources to support APC. Terms of the transaction were not disclosed.

APC offers a comprehensive product portfolio including full line exhaust, friction and brakes, and chassis to traditional warehouse distributors, feeders, retailers, performance, and specialty channels. Both businesses will continue to offer their industry leading product depth, customer service, and support. Hugh Charvat will lead the combined business as Chief Executive Officer; Dan Lelchuk, who co-founded Centric Parts in 2000, will remain President of Centric Parts.

“We expect our platform to continue to grow through leveraging the combined strengths of both businesses and through future acquisitions in the undercar aftermarket to provide a comprehensive offering to our customers. I am looking forward to working with Dan and the rest of the talented Centric team to continue delivering exceptional service to our customers and accelerating our growth,” said Charvat.

“This is a transformational event for our customers, employees, and suppliers as APC will provide one of the broadest undercar offerings in the market. This combination will help accelerate our growth by providing a true one-stop- shop experience for our customers,” added Lelchuk.

“We have been privileged to work with both the AP and Centric teams in developing leading aftermarket platforms. Together with Harvest, we look forward to expanding APC through leveraging the strengths of AP and Centric and continuing to acquire leading brands in the undercar aftermarket.” said Young Lee, Managing Director at Audax.

Michael DeFlorio, Senior Managing Director at Harvest, added, "AP and Centric are leaders in their industry, with longstanding track records of supplying high-quality parts to their customers. We are excited to partner with Audax and the management team and look forward to supporting APC in its next phase of growth.”

Jefferies LLC advised AP, and Lazard Middle Market LLC and Angle Advisors advised Centric. Kirkland & Ellis, LLP provided legal counsel to AP and Centric. White & Case, LLP served as legal counsel to Harvest. Financing for the transaction was provided by Jefferies, Goldman Sachs, and Crescent Capital Group. Terms of the agreement were not disclosed.

About APC Automotive Technologies

APC Automotive Technologies is a leading supplier of automotive, light truck and heavy duty replacement parts offering emissions products under the AP®, ANSA®, Cherry Bomb®, TruckEx®, Xlerator®, and Silverline® brands, and brake and chassis components under the Centric®, C- Tek®, Posi Quiet®, Fleet Performance, and StopTech® brands. With an unparalleled level of research and development in North America and an exceptional depth and breadth of products across makes and models, APC leads the industry in emission, brake, and, chassis technology innovation, brand reputation, cataloging, and part availability. For more information, please visit www.APCAutoTech.com.

About Audax Private Equity

Since its founding in 1999, Audax Private Equity has been focused on building leading middle market companies. Audax has invested $4 billion in 104 platform and 566 add-on companies. Through its disciplined Buy & Build approach, Audax seeks to help platform companies execute add-on acquisitions that fuel revenue growth, optimize operations, and significantly increase equity value. Audax Private Equity is an integral part of Audax Group, an alternative asset management firm specializing in investments in middle market companies. With offices in Boston, New York, and Menlo Park, Audax Group has over $11 billion in assets under management across its Private Equity, Mezzanine, and Senior Debt businesses. For more information, visit the Audax Group website, www.audaxgroup.com.

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm that pursues management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services, consumer, healthcare services, and industrial sectors. This strategy leverages Harvest Partners’ 35+ years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

Contact:

Audax Private Equity
Young Lee
617-859-1500

Joe Rogers
617-859-1547

Harvest Partners
Michael DeFlorio
212-599-6300

Nick Romano
212-599-6300

Harvest Partners and Investcorp have recapitalized PRO Unlimited, a provider of software and managed services to large companies. No financial terms were disclosed. BofA Merrill Lynch and SunTrust Robinson Humphrey served as financial advisers to PRO Unlimited on the transaction while William Blair did likewise for Harvest Partners.

NEW YORK, NYAPRIL 7, 2017

Harvest Partners, a leading middle-market private equity firm, and Investcorp, a global provider and manager of alternative investment products, today announced the recapitalization of PRO Unlimited (“the Company”). As part of the transaction, Investcorp will re-invest in the Company, taking a minority stake in the new capital structure. Financial terms of the transaction were not disclosed.

PRO Unlimited is one of the fastest growing providers of software and managed services to large enterprises enabling its clients to more effectively manage their contingent workforce. Since its founding in 1991, all of PRO Unlimited’s growth has been organic. A pioneer in purely vendor-neutral contingent workforce management, PRO Unlimited services are vastly enhanced by its industry leading vendor management software services.

Andrew Schultz, Founder and Chief Executive Officer of PRO Unlimited said, “We are excited to work closely with Harvest Partners as this new partnership will allow us to continue executing against our growth trajectory. Investcorp has been a valuable strategic and financial partner, providing us with the platform to expand our software and solutions globally, and we are pleased that they will remain involved as we enter this new phase of the business.”

“We acquired PRO Unlimited because we knew the Company had significant growth potential given the strong secular tailwinds and its leading market position,” stated Maud Brown, Managing Director of Corporate Investment North America at Investcorp. “We worked closely with the Company’s committed management team to grow the business, focusing on new enterprise client wins and key investments in technology, marketing and sales. We continue to have conviction in the long-term market trends and look forward to building upon our relationship with PRO Unlimited and partnering with Harvest to capture additional opportunities.”

Andrew Schoenthal, Senior Managing Director at Harvest Partners said, “We are excited to partner with the PRO Unlimited team to provide additional financial and strategic resources to continue to build on a long track record of successful growth. PRO Unlimited’s vendor-neutral MSP and VMS software provide the most compelling solution to large corporations seeking to more effectively and economically manage their contingent workforce.” Ira Kleinman, Senior Managing Director at Harvest Partners added, “PRO Unlimited fits perfectly with our investment philosophy of backing first class management teams managing first class companies who provide proven, value-added outsourced services to corporations. Harvest Partners looks forward to deploying our industry expertise, financial resources, and extensive network to elevate PRO Unlimited as the Company continues to gain market share.”

The transaction is expected to close in May 2017 subject to customary corporate approvals.

BofA Merrill Lynch and SunTrust Robinson Humphrey acted as financial advisors to PRO Unlimited, and William Blair acted as financial advisor to Harvest Partners. Investcorp’s legal advisor was Gibson Dunn & Crutcher, and Harvest Partners’ legal advisor was White & Case. Ira Kleinman, Andrew Schoenthal, and David Schwartz from Harvest Partners will join David Tayeh, Maud Brown and Warren Knapp on the Board of Directors of PRO Unlimited.

About PRO Unlimited

PRO Unlimited, through its purely vendor-neutral Managed Services Program (MSP) and Vendor Management Software (VMS) solutions, helps organizations address the costs, risks, and quality issues associated with managing a contingent workforce. A pioneer and innovator in the VMS and MSP space, PRO offers solutions for e-procurement and management of contingent labor, 1099/co-employment risk management, and third-party payroll for client-sourced contract talent.

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm that pursues management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services, consumer, healthcare services, and industrial sectors. This strategy leverages Harvest Partners’ 35+ years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

About Investcorp

Investcorp is a leading provider and manager of alternative investment products and is publicly traded on the Bahrain Bourse (INVCORP). Investcorp focuses on generating investor and shareholder value through a disciplined investment approach in four lines of business: corporate investment, real estate, alternative investment solutions (formerly known as hedge funds), together with the recently added credit management business. Investcorp employs approximately 390 people across its offices in New York, London, Bahrain, Saudi Arabia, Abu Dhabi and Singapore.

Investment makes Valora’s pioneering AutoClassification and information governance technology available to DTI and Epiq clients

ATLANTA, GA and BEDFORD, MAMARCH 29, 2017

DTI, a global legal process outsourcing (LPO) company providing eDiscovery, management services, litigation support, and court reporting, announced that it has completed a strategic, minority investment in Valora Technologies, Inc. Valora is a leading innovator in AutoClassification, predictive analytics and document data mining technologies for information governance, eDiscovery, and records management. The investment underscores the commitment DTI has made to investing in leading-edge information governance solutions.

“This investment will propel Valora to the forefront of AutoClassification technology, building on our substantial lead,” said Valora CEO, Sandra Serkes. “Our mission is to transform the creation and utilization of rich metadata for mission-critical information management purposes, such as large content migrations, file cleanups, remediation, classification and compliance.”

“Valora’s PowerHouse® automated services delivery engine is miles ahead of anything we’ve seen in the eDiscovery or information governance space and we are impressed with the Valora team,” said John Davenport, Jr., founder and CEO of DTI. “We look forward to bringing sophisticated solutions like these to our extensive client base.”

Valora remains an independent organization from DTI, maintaining its current management team. Terms of the financing were not disclosed.

About DTI

DTI is a leading legal process outsourcing (LPO) company serving law firms, corporations and government entities around the globe. DTI helps its clients accelerate the changes they must make to remain competitive. DTI is a leader in the management of information and processes. The company manages risks and minimizes costs associated with complex litigation and compliance functions and has experience in eDiscovery, managed services, litigation support, and court reporting. To learn more about DTI’s global footprint, flexibility, capacity, and world-class project management, visit www.DTIGlobal.com.

About Valora Technologies, Inc.

Valora provides world-class AutoClassification, Data Analytics & Visualization technologies for the legal, records management & information governance markets. We offer classification, data mining, analytics, coding and review, document intake and visualization, and hosted solutions for corporations & government agencies, as well as their advisory, inside & outside counsel organizations around the world. Valora has developed a strong expertise in the processing, management & analysis of complex data populations across large enterprises. Our solutions accommodate on premise, in cloud and SaaS environments, with additional support for sensitive material & mixed languages. Our specialty is providing efficiency, organization and cost control. For more information, please visit Valora’s website, or contact us at: 781.229.2265.

Press Contact:

DTI
Jill Brown
jbrown@DTIGlobal.com
+1(713)933-2905

Valora
Elise Tatosian
etatosian@valoratech.com
+1(781)229-2265

Perrysburg, OHMARCH 13, 2017

Material Handling Services, LLC announced today that funds managed by Harvest Partners, LP, a New York-based private equity firm, acquired the equity stake in Material Handling Services held by CI Capital Partners, a New York-based private equity firm. CI Capital acquired its equity stake in Material Handling Services (doing business as Total Fleet Solutions) in 2012. Terms of the transaction were not disclosed.

Material Handling Services’ comprehensive, brand‐independent solutions include procurement, installation, maintenance and disposal of equipment such as forklifts, docks and doors across a diverse client base, spanning manufacturing, distribution, retail and other end markets. The company’s management team, including founder and CEO Brent Parent, will continue to lead the company.

Timothy Hall, Managing Director at CI Capital Partners said, “Throughout CI Capital’s investment in Material Handling Services, the management team did an excellent job of executing an organic growth and M&A strategy that enhanced the company’s value proposition and expanded its service offering. We are proud of the partnership we have had with founder and CEO Brent Parent and the rest of the management team, and we wish them continued success.”

“We are grateful for the support that CI Capital has provided us during an exciting and transformational period of time for our company,” said Mr. Parent. “We help our customers across the country reduce costs, maximize productivity and safety, and enable better decision making through sophisticated data analytics. We look forward to continuing to be an essential partner to our customers in the company’s next phase of growth alongside our new partners at Harvest.”

“We have spent substantial time with MHS over the past year and believe the value proposition, growth strategy and vision fit squarely within our services investment strategy,” said, Michael DeFlorio, Senior Managing Director at Harvest Partners. “CI Capital has been a great partner and we look forward to continuing to scale the business and invest in technology to support MHS’ partners and customers,” added Stephen Carlson, Managing Director at Harvest Partners.

Robert W. Baird & Co. acted as the exclusive financial advisor to Material Handling Services. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal counsel to Material Handling Services. White & Case were legal advisors to Harvest. Financing for the transaction was provided by Antares Capital, PSP Investments USA and Crescent Capital Group. Michael DeFlorio, Stephen Carlson and David Schwartz from Harvest Partners will join the Board of Directors.

About Material Handling Services

Material Handling Services is the largest provider of brand-independent fleet management and asset management services to retail, manufacturing, distribution, healthcare and hospitality companies. Based in Perrysburg, Ohio, the company primarily delivers its services via two business units, Miner and Total Fleet Solutions. Miner provides outsourced facility services including equipment installation, repairs and asset management solutions to reduce customer costs and improve uptime. Total Fleet Solutions is a brand independent provider of turnkey fleet management services for Fortune 1000 companies and large manufacturing & distribution companies throughout North America.

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm that pursues management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services, consumer, healthcare services, and industrial sectors. This strategy leverages Harvest Partners’ 35+ years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

About CI Capital Partners

CI Capital Partners LLC, a leading North American private equity investment firm with approximately $2.2 billion in assets under management, has been investing in middle-market companies since 1993. Since inception, CI Capital and its portfolio companies have made over 220 acquisitions representing approximately $8 billion in enterprise value. CI Capital's existing portfolio consists of companies that collectively generate annual revenue of over $3 billion and annual EBITDA of over $350 million and employ over 13,000 people.

Contact:

Katie Lyndon
Harvest Partners
212-379-9134

Caroline Luz
Owen Blicksilver Public Relations, Inc.
203-656-2829

Columbus, OHFEBRUARY 9, 2017

FCX Performance, a leading specialty flow control distributor, headquartered in Columbus, Ohio, serving the industrial process, energy, and high purity industries, announced that it has acquired Renew Valve & Cleveland Valve & Gauge, based in Monroe, MI.  Renew and its Cleveland Valve and Gauge division, are one of the foremost safety relief valve and line valve service companies in the US.

“FCX is an incredible fit for Renew/CVG”, according to JB Rorick, President of Renew.  “Adding our relief valve and repair expertise with their breadth of valve, pump, specialty piping, instrumentation products and services creates a unique and powerful combination.”

“We’re proud to welcome Renew/CVG to the FCX family.  This acquisition further reinforces our already strong presence in the Midwest” said Tom Cox, CEO of FCX.  “FCX is known for our extensive product offering backed by our technical expertise, but what our customers tell me is the real differentiator is having the service and repair capabilities to support those products.”

This is FCX’s fourth acquisition in the last six months.  The previous 3 acquisitions were located in the Midwest, Northeast and Southeast.  This expands FCX’s footprint to 41 offices nationally, staffed by more than 800 experienced team members.

NEW YORKJanuary 9, 2017

Harvest Partners, LP (“Harvest” or “the Firm”) is pleased to announce the promotion of Andrew Schoenthal to Senior Managing Director. Previously a Managing Director, Mr. Schoenthal joins the current Senior Managing Directors of Harvest Partners in managing the firm and its affiliated investment funds.

Mr. Schoenthal joined Harvest in 2005 and has focused on investments in the business services and consumer sectors and has spearheaded the Firm’s west coast expansion. Prior to joining Harvest, he worked at Charlesbank Capital Partners and he has a B.A. in Economics from Emory University and an M.B.A. from The Wharton School of the University of Pennsylvania. Andrew serves on the Boards of DTI/Epiq, Encanto Restaurants, Garretson Resolution Group and Green Bank. He previously served on the Board of Cycle Gear.

Of the new appointment, Tom Arenz, Senior Managing Director of Harvest, said, “Andy has been instrumental in creating and managing attractive investments in the business services sector as well as the geographic expansion of our firm. We have great confidence in his talent and abilities and are pleased to have him as our partner.”

Harvest also announced several other promotions: Nick Romano to Managing Director; Michael Greenman, James Mitchel and David Schwartz to Principal; Steve Fessler to Vice President.

• Nick Romano joined Harvest Partners in 2015 as a Principal and focuses on investments in the industrial and consumer sectors. Prior to joining Harvest, he worked at Audax Private Equity. He has an A.B. from Duke University.

Of the new appointment, Tom Arenz, said, “Nick has proven himself to be a highly valued senior member of our team. We expect he will continue to make significant positive contributions going forward.”

In addition, Harvest Partners SCF, LP (“HP SCF”) the non-control private equity strategy of Harvest, is pleased to announce the promotion of Steve Duke and Sean Murphy to Managing Director.

• Steve is responsible for sourcing and completing investments across the business services and healthcare sectors. Since joining HP SCF in 2014, Steve has closed four HP SCF investments. He is a graduate of Yale University and received an MBA from Harvard Business School. Prior to joining HP SCF, Steve was a Principal at CCMP Capital. He is a member of the Board of LAZ Parking, and is an observer to the Board of DCA.
• Sean is responsible for sourcing and completing investments across the consumer / retail sectors. Since joining HP SCF in 2016, Sean has closed three HP SCF investments. He is a graduate of Yale University. Prior to joining HP SCF, Sean was a Managing Director in the Private Equity group at Angelo, Gordon & Co. He is a member of the Board of GPM Investments, Roland Foods and OTG Management.

Of the promotions, Jay Hegenbart, Senior Managing Director and Portfolio Manager of HP SCF, said, “Steve was instrumental in the initial launch of HP SCF and has since then played an integral role in developing our business. His promotion reflects years of hard work and dedication to the firm.”

Mr. Hegenbart added that, “Sean has made significant contributions to our investment program, including having completed a $250 million investment in OTG Management, the largest transaction HP SCF has led to date. Sean has played a key part in the success of HP SCF, and I have great confidence in the depth and scope of his abilities as a senior member of our growing team.”

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm that pursues management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services, consumer, healthcare services, and industrial sectors. This strategy leverages Harvest Partners’ 35+ years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

Contacts:

Tom Arenz
Senior Managing Director
Harvest Partners
212-599-6300

Caroline Luz
Owen Blicksilver Public Relations, Inc.
caroline@blicksilverpr.com
203-656-2829

Columbus, OHNovember 28, 2016

FCX Performance a specialty flow control distributor serving the industrial process, energy and high purity industries and No. 31 on Industrial Distribution’s 2016 Big 50 List, recently announced that it has completed the acquisition of Raleigh, NC-based PCI-llc.

PCI provides instrument calibration, commissioning and regulatory consulting solutions for the life sciences industry, enabling clients to capitalize on the benefits of service continuity from a single provider so that they can stay compliant and focus on their core business.

Andy Ferrell, President of PCI commented that “This winning combination will allow PCI to offer a wider range of product and service solutions to our customers, and provides the company with resources to accelerate our growth strategy.”

“FCX is rapidly expanding our field service capabilities nationally adding unique, experienced, and expert resources that can fill our customer’s vital in-plant needs” said Tom Cox, CEO of FCX. “Acquisitions have always been a core part of our growth strategy, and PCI, our third in the last 120 days, is a terrific example of our ability to find great companies, with the best people, that can extend FCX’s unparalleled product and service offering.”

The acquisition of PCI adds over 100 instrument technicians, significantly increasing FCX’s service capabilities nationally while strengthening its portfolio of highly specialized products and services. With the addition of PCI’s seven service locations, FCX expands its footprint to 37 states.

Cox added “We are now one of the largest service and repair organizations for pumps, valves and instrumentation in the country. Combining this with our extensive flow control product distribution and technical capabilities, we offer our customers value that is unmatched in our industry.”

TruckPro Expands its U.S Retail and Service Capabilities of Heavy Duty Truck & Trailer Parts

MEMPHIS, TN OCTOBER 03, 2016

TruckPro, LLC (“TruckPro”), a leading distributor of heavy-duty truck and trailer products, announced today it has completed the purchase of Arizona Brake & Clutch Supply, LLC. Arizona Brake & Clutch Supply is a leading provider of heavy duty after-market truck parts, fleet maintenance and remanufacturing services in multiple states in the Southwest through its locations in Phoenix and Yuma. Arizona Brake & Clutch Supply has been in business since 1941 and brings a rich history of exceptional service to a wide variety of customers.

The acquisition provides incremental growth opportunities for the combined business, including an expanded retail store network in key geographic markets and enhanced services for our customers.

“Arizona Brake & Clutch Supply is a highly successful, privately held after-market truck parts and services provider in the Southwest region with a great reputation for servicing its customers,” said Chuck Broadus, TruckPro’s Chief Executive Officer. “The addition of Arizona Brake & Clutch Supply to the TruckPro family will allow us to expand our footprint in the Southwest and provide additional services to our local customers and national accounts in this region.”

Arizona Brake & Clutch Supply’s current leadership team will continue to run the business and owner, Mark Johnson, will lead TruckPro’s expanded team in Arizona while also becoming an investor in the combined enterprise.

“We are very excited to join forces with TruckPro, one of the largest and most respected distributors and service providers in our industry,” said Johnson. “We feel this merger will strengthen and expand our customer service capabilities within our market and our customers will also benefit from having access to additional inventory and a large distribution network.”

About TruckPro, LLC

Founded in 1952, TruckPro, LLC is a leading distributor of heavy-duty truck & trailer products, and advanced repair services. Through a distribution network of more than 160 retail stores and advanced service shops, TruckPro delivers a comprehensive range of products to support commercial and government customer requirements in the areas of brake systems, electrical, engines, gear & drivetrain, and more. TruckPro is recognized for delivering measurable value and outstanding support to its customers and suppliers alike. Vast application expertise makes TruckPro an unbiased knowledge resource for product information, documentation and training.

For more information on TruckPro please visit www.TruckPro.com.

Contact:

Howard Fox
Director of Marketing TruckPro, LLC
Howard.Fox@truckpro.com

Columbus, OHSeptember 9, 2016

FCX Performance — a specialty flow control distributor serving OEMs, EPC’s and end-users across the industrial process, energy and high purity industries, recently announced that it has completed the acquisition of RL Stone Inc. Based in Syracuse, NY, RL Stone is a regional distributor of valves and instrumentation to the process market.

“We are excited to welcome the dedicated teammates, customers, and vendors of RL Stone to FCX Performance,” said Tom Cox, CEO of FCX. “Lou Betrus, Chris Bove, and their team have built RL Stone to be one of the leading flow control distributors in the Northeast. For over 90 years, R.L. Stone has provided customers with products in steam specialties, process control instrumentation, and HVAC systems.”

The combination of FCX and RL Stone increases the FCX footprint to 36 offices nationally all staffed with highly technical sales engineers that bring strong vendor relationships and deep product knowledge to a diverse customer base. The acquisition of RL Stone significantly increases the FCX’s presence and capabilities in the Northeast, bringing additional offices in Rochester and Buffalo, while expanding on its strong vendor partnerships.

Cox added, “This is FCX’s second acquisition in 30 days. We are committed to adding value to our customers and vendor partners by joining forces with the best flow control distributors around the country.”

Columbus, OHAugust 15, 2016

FCX Performance a leading specialty flow control distributor serving OEMs, EPC’s and end-users across the industrial process, energy and high purity industries, announced today that it has completed the acquisition of SW Controls Inc. Based in Farmington Hills, MI, SW Controls is a regional distributor of valves and instrumentation to the process market.

“We are excited to welcome the dedicated teammates, customers, and vendors of SW Controls to FCX Performance,” said Tom Cox, CEO & President of FCX Performance, Inc. “Dan Willson and his team have built a quality organization that is well-recognized by customers and vendors alike. By combining the strengths of the two companies, FCX Performance will be the leading supplier of highly-technical, mission critical flow control products to the Midwestern markets jointly served by both firms.”

The combination of FCX and SW Controls strong vendor relationships; over 400 highly-trained sales, technical support, and service professionals; broad flow/fluid control product offerings; complete lifecycle service offerings; 34 sales and distribution locations with strategically located inventory, make FCX a formidable competitor in the flow control distribution market. Cox further added “that the two companies have very similar cultures that emphasize customer service, vendor relationships, and a focus on providing long-term, career growth opportunities for our team members.”

Transaction valued at approximately $1.0 billion
Upon completion of transaction, Epiq Systems and DTI to combine, creating a global legal services and technology leader

Kansas City, Kan. July 27, 2016

Epiq Systems, Inc. (“Epiq”) (NASDAQ: EPIQ), a leading global provider of integrated technology and services for the legal profession, today announced that it has entered into a definitive agreement to be acquired by OMERS Private Equity, the private equity arm of the OMERS pension plan, and funds managed by Harvest Partners, LP, a leading middle-market private equity fund, for $16.50 per share in cash. The transaction, which represents a 42% premium to Epiq’s unaffected closing share price of $11.63 as of February 19, 2016, the last trading day before a media report speculating about potential offers for the company, has a total value of approximately $1.0 billion including assumed debt obligations.

The Epiq Board of Directors unanimously approved the transaction and recommends that Epiq shareholders vote in favor of the transaction. Under the terms of the agreement, upon the closing of the transaction, Epiq shareholders will receive $16.50 in cash for each share of Epiq’s common stock. Upon completion of the transaction, Epiq will become a privately-held company and will be combined with DTI, a leading global legal process outsourcing (LPO) company majority-owned by OMERS and managed by OMERS Private Equity.

The proposed transaction is expected to close in the fourth quarter of 2016, subject to customary closing conditions including receipt of shareholder and regulatory approvals. The transaction requires the affirmative vote of the holders of at least two-thirds of the outstanding shares of Epiq’s common stock entitled to vote on the transaction, which will be sought at a special meeting of Epiq’s shareholders. Each of St. Denis J. Villere & Company, LLC and P2 Capital Partners, LLC, the two largest shareholders of the company, Tom W. Olofson, founder, chairman and chief executive officer of the company, and the company’s directors and other executive officers have signed voting support agreements in support of the transaction, representing approximately 38% of the total issued and outstanding shares of common stock of the company.

Douglas M. Gaston, the chairman of the Strategic Alternatives Committee of the Epiq Board of Directors, commented, “This transaction represents the successful culmination of a comprehensive review of strategic and financial alternatives to maximize value for all of Epiq’s shareholders. After careful consideration, the Board determined that this transaction with OMERS Private Equity and Harvest Partners represents the highest and best offer received, offering Epiq shareholders at closing with immediate cash value at a substantial premium.”

Mr. Olofson said, “We believe this transaction is in the best interest of our shareholders, clients, associates and business partners. OMERS Private Equity and Harvest Partners are two experienced and world-class investors that have an extensive understanding of the legal technology solutions and services industry. Our management team and colleagues look forward to the new opportunities for growth with DTI.”

Eric Haley, managing director of OMERS Private Equity, said, “Epiq and DTI are both recognized as excellent service providers and market innovators. This combination will produce a global firm with best-in-class solutions and significant opportunities for growth in the dynamic legal technology industry.” Michael Graham, Head of North America of OMERS Private Equity added, “This combination is indicative of the confidence we have in the DTI platform and the future of the legal process outsourcing industry and we are excited to partner with the Epiq team to enhance the growth of these two exceptional companies.”

“We are excited to invest in this combination of two global legal technology solutions and services companies,” said Andrew Schoenthal, managing director of Harvest Partners. “We are looking forward to once again partnering with John Davenport Jr. and DTI, and have great respect for Epiq and what they have accomplished,” added Ira Kleinman, senior managing director of Harvest Partners.

Combination of Epiq and DTI to Deliver Significant Benefits to Clients, Partners and Employees

The combination of Epiq and DTI is expected to deliver significant benefits to their clients, partners and employees, including:

• broadened range of service solutions and products
• expanded geographic footprint
• combined deep bench of expertise
• bolstered data security protocols
• commitment to exceptional client service, and
• increased opportunities for employees.

John Davenport Jr., founder and chief executive officer of DTI, commented, “Epiq is an industry leader with significant growth potential and aligns perfectly with our objective of delivering excellence in legal process outsourcing wherever our clients operate. This combination will expand our platform in scope, geographic reach and innovative capabilities. As we plan to integrate the two businesses, we will continue to deliver the high-quality solutions and clientcentric focus that our clients have come to expect.” Davenport continued, “We look forward to welcoming the Epiq management team and their talented employees in serving our combined global client base more effectively and efficiently than ever before.”

Brad D. Scott, president and chief operating officer of Epiq, said, “This combination brings together two highly complementary legal services and technology companies with global reach and deep expertise. With the support of Omers Private Equity and Harvest Partners, we have the opportunity to leverage each company’s strengths to create a combined entity well positioned to be the world’s preferred strategic partners for complex and outsourced legal matters. We are excited to work with the DTI team to enhance the value of all of our service offerings to clients worldwide.”

Credit Suisse Securities (USA) LLC is serving as exclusive financial advisor to Epiq Systems and Kirkland & Ellis LLP is serving as legal counsel. Wells Fargo Securities is serving as exclusive financial advisor to DTI, and Weil, Gotshal & Manges LLP and Bryan Cave LLP are serving as legal counsel. Wells Fargo Securities is serving as exclusive financial advisor to OMERS Private Equity and Weil, Gotshal & Manges LLP is serving as legal counsel. BofA Merrill Lynch is serving as exclusive financial advisor to Harvest Partners and White & Case LLP is serving as legal counsel. Bank of America Merrill Lynch and Goldman Sachs are joint lead arrangers and joint bookrunners for the credit facilities.

About Epiq

Epiq (NASDAQ: EPIQ) is a leading global provider of integrated technology and services for the legal profession, including eDiscovery, managed services, bankruptcy, class action and mass tort administration, federal regulatory actions and data breach responses. Our innovative solutions are designed to streamline the administration of litigation, investigations, financial transactions, regulatory compliance and other legal matters. Epiq’s subject-matter experts bring clarity to complexity, create efficiency through expertise and deliver confidence to our clients around the world. For more information, visit us at www.epiqsystems.com.

About OMERS Private Markets (“OPM”) and OMERS Private Equity

OMERS Private Markets [OMERS Private Equity and Borealis Infrastructure] invests globally in private equity and infrastructure assets on behalf of the OMERS pension plan. OMERS Private Equity’s investment strategy involves active ownership of a portfolio of industry-leading businesses across North America and Europe. Through partnership with world class management teams and delivering on growth strategies, OMERS Private Equity’s investments are aimed at generating strong returns to help deliver secure and sustainable pensions to OMERS members. Recent OMERS Private Equity transactions include the acquisition of Forefront Dermatology, Kenan Advantage Group, and ERM Partners and the successful sale of Marketwired. OPM has offices in Toronto, New York, London and Sydney. OMERS is one of Canada’s largest pension funds with net assets of CAD$77 billion. For more information, please visit www.omerspe.com or www.omersprivatemarkets.com

About Harvest Partners

Founded in 1981, Harvest Partners, LP, (www.harvestpartners.com) is a leading New Yorkbased private equity investment firm with over $5.0 billion in cumulative capital commitments that pursues management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services and consumer, healthcare services, industrial services, and manufacturing and distribution sectors. For more information, please visit www.HarvestPartners.com.

About DTI

DTI is a leading legal process outsourcing (LPO) company serving law firms, corporations and government entities around the globe. DTI helps its clients accelerate the changes they must make to remain competitive. DTI is a leader in the management of information and processes. The company manages risks and minimizes costs associated with complex litigation and compliance functions. DTI is among the most experienced providers of eDiscovery, litigation support and court reporting. To learn more about DTI’s global footprint, flexibility, capacity and world-class project management, visit www.DTIGlobal.com.

Forward-Looking Statements

Statements about the expected timing, completion and effects of the proposed transaction and all other statements in this press release, other than historical facts, constitute forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Readers are cautioned not to place undue reliance on these forwardlooking statements and any such forward-looking statements are qualified in their entirety by reference to the following cautionary statements. All forward-looking statements speak only as of the date hereof and are based on current expectations and involve a number of assumptions, risks and uncertainties that could cause the actual results to differ materially from such forwardlooking statements. The parties may not be able to complete the proposed transaction on the terms described above or other acceptable terms or at all because of a number of factors, including (1) the occurrence of any event, change or other circumstances that could give rise to the termination of the merger agreement, (2) the failure to obtain shareholder approval or the failure to satisfy the closing conditions, (3) the failure to obtain the necessary financing arrangements set forth in the debt and equity commitment letters delivered pursuant to the merger agreement, (4) risks related to disruption of the attention of Epiq’s and DTI’s managements from their respective ongoing business operations due to the proposed transaction, and (5) the effect of the announcement of the proposed transaction on the ability of each party to retain and hire key personnel and maintain relationships with its customers, suppliers, operating results and business generally.

Actual results may differ materially from those indicated by such forward-looking statements. In addition, the forward-looking statements represent the parties’ views as of the date on which such statements were made. The parties anticipate that subsequent events and developments may cause their views to change. However, although the parties may elect to update these forward-looking statements at some point in the future, they specifically disclaim any obligation to do so. These forward-looking statements should not be relied upon as representing the parties’ views as of any date subsequent to the date hereof.

Additional Information and Where to Find It

In connection with the proposed transaction, Epiq will file with the Securities and Exchange Commission (the “SEC”) and furnish to Epiq’s shareholders a proxy statement. BEFORE MAKING ANY VOTING DECISION, EPIQ’S SHAREHOLDERS ARE URGED TO READ THE PROXY STATEMENT IN ITS ENTIRETY WHEN IT BECOMES AVAILABLE AND ANY OTHER DOCUMENTS TO BE FILED WITH THE SEC IN CONNECTION WITH THE PROPOSED MERGER OR INCORPORATED BY REFERENCE IN THE PROXY STATEMENT (IF ANY) BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION AND THE PARTIES TO THE PROPOSED TRANSACTION. Investors and shareholders may obtain a free copy of documents filed by Epiq with the SEC at the SEC’s website at http://www.sec.gov. In addition, investors and shareholders may obtain a free copy of Epiq’s filings with the SEC from Epiq’s website at http://epiqsystems.com/investors or by directing a request to: Epiq Systems, Inc., 501 Kansas Avenue, Kansas City 66105-1300, Attn: Investor Relations, (913) 621-9500.

Epiq and certain of its directors, executive officers, and certain other members of management and employees of Epiq may be deemed to be participants in the solicitation of proxies from shareholders of Epiq in favor of the proposed merger. Information about directors and executive officers of Epiq is set forth in the proxy statement for Epiq’s 2016 annual meeting of shareholders, as filed with the SEC on Form DEF 14A on June 23, 2016. Additional information regarding the interests of these individuals and other persons who may be deemed to be participants in the solicitation will be included in the proxy statement with respect to the merger that Epiq will file with the SEC and furnish to Epiq’s shareholders.

Contact:

For Epiq:
Kelly Bailey
Epiq Systems
+1 (913) 621-9500
ir@epiqsystems.com

Chris Eddy
Catalyst Global
+1 (212) 924-9800
epiq@catalyst-ir.com

Media
Michael Freitag / Mahmoud Siddig
Joele Frank, Wilkinson, Brimmer Katcher
+1 (212) 355-4449
EPIQ-JF@joelefrank.com

For OMERS:
Lori McLeod
OMERS
+1(416) 369-2399
lmcleod@omers.com

For Harvest Partners:
Caroline Luz
Owen Blicksilver Public Relations, Inc.
+1 (203) 656-2829

Andrew Schoenthal
Managing Director
Harvest Partners
+1 (212) 599-6300

For DTI:
Jill Brown
DTI
+1 (713) 202-6705
jbrown@DTIGlobal.com

TAMPA, FLORIDA JULY 01, 2016

Valet Waste, LLC, announced today that it has acquired Simple Turns, a full service turns company headquartered in Denver, Colorado, that provides carpet cleaning, painting, porter services, apartment cleaning and turn services to the Multifamily Housing Industry.

Based in Tampa, Valet Waste is a leading national provider of value-added amenity services to the Multifamily Housing Industry. Valet Waste provides five nights-per-week doorstep waste and recycling collection for more than 450 management companies and owner groups servicing more than 800,000 units across 35 states and Washington, D.C. The company also offers complementary maintenance services to the Multifamily Housing Industry including nightly maintenance, apartment cleaning, apartment turns and porter services through its Maintenance Plus offering, which launched in 2014.

“With our successful acquisition of Simple Turns, Valet Waste has extended our service capabilities to effectively address the high demand for make-ready services in our industry nationwide. This is truly a game changer for the turn service process. James Heiberg and his team have done a phenomenal job in providing our industry with standardized and consistent make-ready services and we are excited to expand these programs at the corporate, regional and property level throughout our industry,” said Shawn Handrahan, President and CEO of Valet Waste.

“Customer demand for a standardized national turn service provider is very high. Together, we will provide a credible solution for all of our clients in turning units more quickly to optimize rental days and reduce work load on property maintenance staff so they focus on resident repairs, reducing response times and increased resident satisfaction,” added James Heiberg, President of Simple Turns.

About Valet Waste:

Since 1995, Valet Waste has been the Multifamily Housing Industry’s leading provider of five-nights-per-week doorstep trash and recycling collection. It currently services over 450 management companies and owner groups throughout the Multifamily Housing Industry that represent over 3.4 million units nationwide. Valet Waste offers the most requested resident amenities and services along with unparalleled and proven customer satisfaction. Its fully insured and uniformed professional valets collect waste and recyclables from residents’ doorsteps and manage multifamily communities’ on-site trash issues by streamlining waste from the doorstep to the dumpster with their proven systems. Valet Waste is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP.

About Simple Turns:

Simple Turns is a full-scale turn service company founded in Denver in 2008. Current turn services are provided by a vast subcontractor network located throughout the southern and western U.S. and include carpet cleaning, painting, housekeeping, water extraction and common area cleaning while utilizing a high-tech process of scheduling, invoicing and quality control.

Former CEO of Armored Auto Group and Murray’s Discount Auto to Identify and Evaluate Investments in Automotive Aftermarket

NEW YORK, NYJune 13, 2016

Harvest Partners, LP (“Harvest”), a New York based private equity investment firm specializing in management buyouts and recapitalizations of middle-market companies, announced the appointment of Michael J.P. Klein as an Advisor. Mr. Klein will support the firm in identifying and evaluating investment opportunities in the automotive aftermarket parts, distribution, services, and retail sectors. Mr. Klein has more than 35 years of experience in the automotive aftermarket, including CEO roles with Armored Auto Group, IDQ Holdings (a manufacturer of automotive A/C products), and Murray’s Discount Auto Stores. He has a history of driving businesses and shareholder value creation through organic growth initiatives and acquisitions. Mr. Klein currently serves as Vice Chairman of the Automotive Aftermarket Industry Association and is slated to become Chairman later this year.

“Michael has an exceptional track record with both family and private equity-owned businesses in the automotive aftermarket, having been the CEO of three companies that generated significant returns for multiple owners. We are pleased to enter into a formal relationship with him,” said Michael DeFlorio, a Senior Managing Director of Harvest Partners. “Given our recent success with Driven Brands, we are enthusiastic about pursuing new opportunities in the automotive aftermarket. We believe Michael’s experience, leadership, and vision make him the ideal partner for us,” added Thomas Arenz, a Senior Managing Director of Harvest Partners.

Mr. Klein commented, “I look forward to leveraging my experience and network towards a new endeavor and I am delighted to be teaming up with Harvest Partners. Harvest has a long history of partnering with executives and management teams to grow and improve middle market businesses and I am thrilled to be an integral part of their automotive aftermarket initiative.”

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the industrial services, manufacturing and distribution, business services and consumer, and healthcare services sectors. This strategy leverages Harvest Partners’ 35 years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

Contact:

Katie Lyndon
Principal
Harvest Partners
212-599-6300

Caroline Luz
Owen Blicksilver Public Relations, Inc.
caroline@blicksilverpr.com
203-656-2829

NEW YORK, NYMay 18, 2016

Harvest Partners, LP (“Harvest”), a New York-based private equity firm, and Audax Private Equity (“Audax”) announced today they have completed a recapitalization of Advanced Dermatology & Cosmetic Surgery (“Advanced Dermatology,” “ADCS,” or the “Company”). Audax, the Company’s previous sponsor, will retain a minority stake, as will the Company’s management team. Terms of the transaction were not disclosed.

Advanced Dermatology, headquartered in Maitland, FL, is the largest dermatology practice in the country, with over 140 locations. Founded in 1989, the Company offers a full range of dermatologic care including clinical, medical and cosmetic dermatology.

Advanced Dermatology CEO Dr. Matt Leavitt and President and COO David Morell will continue to lead the Company. Dr. Leavitt, an internationally recognized researcher, surgeon and author, is a Board-certified dermatologist specializing in skin cancer, cosmetic surgery and general dermatology.

Dr. Leavitt said, “Audax has been a terrific partner. Their experience sourcing and integrating add-on acquisitions along with their operational expertise were key assets as we expanded ADCS into new geographies and expanded in our existing markets. I am excited to work with Harvest as we look to grow Advanced Dermatology. Harvest’s operating expertise and financial resources will allow us to focus on attracting the best physicians as we expand our network and continue our tradition of providing a superior patient experience.”

“Given the Company’s success, Matt Leavitt and Audax had their choice of private equity firms with whom to partner. We are both thrilled and honored that they chose Harvest for Advanced Dermatology’s next chapter of growth,” said Jay Wilkins, Senior Managing Director at Harvest Partners.

“Advanced Dermatology is the leader among few scale platforms in the highly attractive and fragmented dermatology space. We are excited to partner with Matt and his team to support the Company’s consolidation strategy in this stable and growing market,” added Paige Daly, Managing Director at Harvest Partners.

“We’ve enjoyed a terrific partnership with Matt and his team over the past five years, having built the business into a quality-focused platform in a consolidating space. Harvest provides great insight and expertise in multi-site businesses, and we are excited to partner with them to support the continued growth of Advanced Dermatology,” said Keith Palumbo, Managing Director at Audax.

Jefferies LLC served as the exclusive financial advisor to Advanced Dermatology and Audax. Ropes & Gray LLP advised ADCS and Audax in the transaction. White & Case were legal advisors to Harvest. Financing for the transaction was provided by Golub Capital and Crescent Capital Group.

About Advanced Dermatology

Advanced Dermatology & Cosmetic Surgery (www.advancedderm.com) is a dermatology-focused physician practice management company, with clinics around the United States which provide clinical, cosmetic, and pathology services. Advanced Dermatology also provides billing and coding services for third-party dermatology practices under the Ameriderm trade name.

About Harvest Partners

Founded in 1981, Harvest Partners, LP (www.harvestpartners.com) is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the healthcare services, business services and consumer, industrial and energy services, and manufacturing and distribution sectors.

About Audax Private Equity

Since its founding in 1999, Audax Private Equity has been focused on building leading middle market companies. Through its disciplined Buy & Build approach, Audax seeks to help platform companies execute add-on acquisitions that fuel revenue growth, optimize operations, and significantly increase equity value. Audax Private Equity is an integral part of Audax Group, an alternative asset management firm specializing in investments in middle market companies. With offices in Boston, New York, and Menlo Park, Audax Group has over $10 billion in assets under management across its Private Equity, Mezzanine, and Senior Debt businesses. For more information, visit the Audax Group website at www.audaxgroup.com.

Media Contact:

For Harvest Partners, LP
Jay Wilkins
Senior Managing Director 212-599-6300

For Audax Group
Geoffrey S. Rehnert
Co-CEO 617-859-1503

Jennifer Hurson
Owen Blicksilver Public Relations, Inc.
jennifer@blicksilverpr.com
845-507-0571

Tampa, FloridaApril 14, 2016

Valet Waste, LLC, announced today that it has acquired Green Door Valet, LLC.

Based in Tampa, Valet Waste is a leading national provider of value-added amenity services to the Multifamily Housing Industry. Valet Waste provides five nights-per-week doorstep waste and recycling collection for more than 450 management companies and owner groups servicing more than 800,000 units across 34 states and Washington, D.C. The company also offers complementary maintenance services to the multifamily housing industry including nightly maintenance, apartment cleaning, apartment turns and porter services through its Maintenance Plus offering, which launched in 2014.

“We are honored Heath Hallada, the President and CEO of Green Door Valet, has chosen Valet Waste as the company best suited to continue the pursuit of his vision of bringing sustainability, recycling and composting to every community nationwide. After meeting Heath the first time, it was evident we were aligned on the vision of being the premier services provider to the Multifamily Housing Industry. The focus on sustainability is a perfect complement to our current doorstep collection and recycling, as well as extend our breadth of services beyond doorstep into our continued expansion of our Maintenance Plus division, to truly be the nationwide services provider our Multifamily partners desire. Heath truly makes us better tomorrow than we are today,” said Shawn Handrahan, President and CEO of Valet Waste. “The transaction unifies our mission to be the most sustainability focused service company in multifamily. Green Door Valet’s core value of customer first paralleled with our green-to-grow initiative is a natural and seamless integration to the innovative and industry leading company of Valet Waste. I am very excited to continue the mission by joining this great team, and knowing that they are a company that truly cares for their people, customers and the residents they serve. Together, we will grow our sustainability platform, which will positively impact millions of households across the country,” added Heath Hallada, President and CEO of Green Door Valet.

About Valet Waste:

Since 1995, Valet Waste has been the Multifamily Housing Industry’s leading provider of five-nights-per-week doorstep trash and recycling collection. It currently services over 450 management companies and owner groups throughout the multifamily housing industry that represent over 3.4 million units nationwide. Valet Waste offers the most requested resident amenities and services along with unparalleled and proven customer satisfaction. Its fully insured and uniformed professional valets collect waste and recyclables from residents’ doorsteps and manage multifamily communities’ on-site trash issues by streamlining waste from the doorstep to the dumpster with our proven systems. Valet Waste is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP.

About Green Door Valet:

Green Door Valet, LLC, founded in 2013 by Heath Hallada, is an Austin based company that provides doorstep recycling and waste solutions to multifamily communities in Austin, Dallas, Houston and San Antonio, Texas. From the beginning, Green Door Valet’s mission has been to create a culture that focused on three core values; customer first, community growth and environmental stewardship. Executing those values, Green Door Valet engages apartment residents with recycling education to create a more sustainable living experience across the Great State of Texas.

Media Contact:

Valet Waste
Media Relations
Lee Csulik
813-279-2126

Lee Csulik
Valet Waste, LLC
203-656-2829
www.valetwaste.com

NEW YORK, NYJanuary 12, 2016

Harvest Partners, LP (“Harvest” or “the Firm”) is pleased to announce the promotion of Stephen Carlson to Managing Director of the Firm. Previously a Principal, he joins the eight current Managing Directors and Senior Managing Directors of Harvest.

Mr. Carlson joined Harvest in 2010 from DLJ Merchant Banking Partners. He is a cum laude graduate of The Wharton School at the University of Pennsylvania and received a Master of Business Administration from the Kellogg School of Management at Northwestern University. Mr. Carlson serves on the board of VetCor and FCX Performance and is involved with the firm’s fund investments in PSSI and Valet Waste. He devotes the majority of his time to industrial and business services and distribution investments.

Of the new appointment, Tom Arenz, Senior Managing Director of Harvest, said, “Stephen has been instrumental in helping us create attractive new investments and in actively working with our portfolio companies to help them grow and prosper. His promotion reflects the great confidence we have in his abilities and the depth of talent we see in our next generation of Harvest leaders.”

Harvest also announced that Uzair Dossani has joined the Firm as a Managing Director.  He joins from Warburg Pincus where he worked for 10 years, most recently as a member of the U.S. Industrials and Business Services team.   Earlier in his career he worked at Charlesbank and Bain and Company. He graduated from the University of Virginia with a Systems Engineering degree and is a 2005 honors graduate of Wharton’s MBA program. During his career, Uzair has gained experience investing in and evaluating a wide array of businesses in the distribution, diversified industrial and building products markets including Builders First Source, Polypro and Scotsman Industries, on whose board he served.

Tom Arenz added that “we have known Uzair for several years and are delighted he is joining us. His broad experience investing in a variety of businesses over many years was very attractive to us. We are excited to have him as a member of our industrials and services team and look forward to his contributions to our investment program.”

About Harvest Partners

Founded in 1981, Harvest Partners, LP (www.harvestpartners.com) is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the healthcare services, business services and consumer, industrial and energy services, and manufacturing and distribution sectors.

Media Contact:

Harvest Partners, LP
Thomas W. Arenz
212-599-6300
Senior Managing Director
ta@harvestpartners.com

Owen Blicksilver PR
Caroline Luz
203-656-2829
caroline@blicksilverpr.com

NEW YORK, NYJanuary 7, 2016

Sarasota, Fla. – Dental Care Alliance (DCA), a leading dental support organization, announces the affiliation of North East Dental Management (NEDM).

The combined company now supports approximately 230 affiliated dental practices across 12 states,making it one of the largest multi-branded dental support organizations in the U.S. Harvest Partners, LP, a New York-based private equity firm, is the majority shareholder of DCA. Terms of the deal were not disclosed.

“This affiliation agreement is a merger of two successful organizations in order to create a single, stronger entity with the means and resources to further enhance the support and services we provide to our affiliated doctors and practices,” says Mitch Olan CEO of Dental Care Alliance. “I’ve known Dr. Abramowitz for more than 10 years, and I’m pleased to welcome him to the DCA family.”

“Our organizations share similar values regarding the importance of offering convenient access to quality, affordable dental care in a friendly, state-of-the-art environment. We identified DCA as the company best positioned to help us continue our growth,” says Dr. Craig Abramowitz, CEO of NEDM.

About DCA

DCA (www.dentalcarealliance.com) is one of the largest multi-branded dental support organizations in the U.S. Founded in 1991 and headquartered in Sarasota, FL, DCA supports a network of 230 practices across 12 states in the Eastern U.S. DCA-affiliated practices provide a full suite of dental services, including general dentistry, hygiene, pediatric dentistry, orthodontics, endodontics, periodontics and oral surgery.

About Harvest Partners

Founded in 1981, Harvest Partners, LP (www.harvestpartners.com) is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the healthcare services, business services and consumer, industrial and energy services, and manufacturing and distribution sectors.

Media Contact:

Shawn Wherry
Dental Care Alliance
941-955-3150, xt 007228

NEW YORK, NYNovember 17, 2015

Harvest Partners, LP (“Harvest”), a New York-based private equity firm, announced today it has completed the sale of AxelaCare Health Solutions to OptumRx, the pharmacy care services business of Optum. Terms of the transaction were not disclosed. Harvest initially invested in the company in April 2013.

AxelaCare is a leading national provider of specialty home infusion services based in Lenexa, Kansas. The company currently treats patients in 44 states and Washington, D.C. through its network of owned and contracted RNs. The company offers chronic drug therapies for conditions such as autoimmune disease and hemophilia as well as acute infusion therapies, such as antibiotics and total parenteral nutrition, through its network of 34 pharmacies.

AxelaCare CEO Ted Kramm and President Kathee Kramm said, “Harvest has been an exceptionally supportive partner, delivering valuable financial and operational guidance that leave us well positioned as we move into our next phase of growth.”

About AxelaCare

Founded in 2008, AxelaCare is a leading high-growth technology-enabled provider of home infusion services for chronic and acute conditions. The Company, based in Lenexa, Kansas, is the fifth largest and one of the fastest growing national providers of immune globulin (IG) treatment, supported by its patient-centric approach and clinical leadership. AxelaCare has leveraged its expertise to develop CareLogix, an innovative and proprietary outcomes technology to assess the impact of IG treatment, which helps optimize therapy management for patients and provides value to practitioners, insurers and manufacturers.

About Harvest Partners

Founded in 1981, Harvest Partners is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services and consumer, healthcare services, industrial services, and manufacturing and distribution sectors. This strategy leverages Harvest Partners’ 35 years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

Media Contact:

Jay Wilkins
Harvest Partners
(212) 599-6300

Caroline Luz
Owen Blicksilver Public Relations
(203) 656-2829
caroline@blicksilverpr.com

Houston, TXOctober 1, 2015

Green Bancorp, Inc. (“Green”) (NASDAQ: GNBC), the bank holding company that operates Green Bank, N.A., announced the completion of the merger of Patriot Bancshares, Inc. (“Patriot”) with and into Green and the merger of Patriot Bank with and into Green Bank, all effective on October 1, 2015.

Patriot Bank, headquartered in Houston, TX, operated six locations in Houston, two in Dallas and one in Fannin County, Texas. As of June 30, 2015, Patriot, on a consolidated basis, reported total assets of $1.4 billion, total loans of $1.0 billion, total deposits of $1.1 billion and total shareholders’ equity of $123.8 million.

“This is another solid move for Green Bancorp,” said Manny Mehos, founder and chairman of the board. “Patriot Bank increases our scale and competitiveness in the Houston and Dallas markets. It is also our sixth and largest acquisition; we continue to look for more. ”

Geoff Greenwade, president and chief executive officer of Green Bank, continues, “Patriot Bank’s complementary branch network, capable staff and customer base enhance our opportunities for organic growth. This merger strengthens our presence in Houston and Dallas and diversifies our loan and deposit franchise. We’re now focused on a seamless integration of the two organizations.”

Under the terms of the merger agreement, Green issued approximately 10.4 million shares of Green common stock for all outstanding shares of Patriot common stock, including the converted Series D and Series F preferred stock. In addition, Patriot’s $27.3 million Series B and Series C preferred stock were redeemed in connection with the closing.

Don Ellis, chairman and chief executive officer of Patriot, will serve the combined entity as vice chairman.

About Green Bancorp, Inc.

Headquartered in Houston, Green Bancorp, Inc. is a bank holding company that operates Green Bank, N.A., in Houston, Dallas and Austin. Commercial-focused, Green Bank is a federally chartered bank regulated by the Office of the Comptroller of the Currency, a division of the Department of the Treasury of the United States.

Forward Looking Statements

“Safe Harbor” Statement under the Private Securities Litigation Reform Act of 1995: This release contains, forward-looking statements within the meaning of the securities laws that are based on current expectations, assumptions, estimates and projections about Green Bancorp and its subsidiaries. These forward-looking statements are not guarantees of future performance and are subject to risks and uncertainties, many of which are outside of Green Bancorp’s control, which may cause actual results to differ materially from those expressed or implied by the forward-looking statements. These risks and uncertainties include but are not limited to whether Green Bancorp can: successfully identify acquisition targets and integrate the businesses of acquired companies and banks; continue to sustain its current internal growth rate or total growth rate; provide products and services that appeal to its customers; continue to have access to debt and equity capital markets; and achieve its sales objectives. Other risks include, but are not limited to: the possibility that credit quality could deteriorate; actions of competitors; changes in laws and regulations (including changes in governmental interpretations of regulations and changes in accounting standards); a deterioration or downgrade in the credit quality and credit agency ratings of the securities in Green Bancorp’s securities portfolio; customer and consumer demand, including customer and consumer response to marketing; effectiveness of spending, investments or programs; fluctuations in the cost and availability of supply chain resources; economic conditions, including currency rate fluctuations and interest rate fluctuations; and weather. These and various other factors are discussed in Green Bancorp’s Final Prospectus on Form 424(b)(4) and other reports and statements Green Bancorp has filed with the SEC. Copies of the SEC filings for Green Bancorp may be downloaded from the Internet at no charge from investors.greenbank.com.

Media Contact:

Mike Barone
713-275-8243
mbarone@greenbank.com

Investor Relations:
713-275-8220
investors@greenbank.com

Los Angeles & New YorkSeptember 28, 2015

The Private Equity Group of Ares Management, L.P. (NYSE:ARES) and Harvest Partners, LP announced today that funds managed by each have acquired Valet Waste from investment funds affiliated with New Mountain Capital, LLC. Terms of the transaction were not disclosed.

Based in Tampa, Valet Waste is a leading national provider of value-added amenity services to the multifamily housing industry. Valet Waste provides five nights-per-week doorstep waste and recycling collection for more than 400 management companies and owner groups servicing more than 665,000 units across 34 states. The company also offers complementary maintenance services to the multifamily housing industry including nightly maintenance, apartment cleaning, apartment turns and porter services through its Maintenance Plus offering, which launched in 2014.

“Valet Waste is a leader in its industry, with a longstanding track record of delivering high-quality service to its customers and providing a top-rated amenity to residents. We are excited to partner with the Valet Waste management team and look forward to supporting the company in its next phase of growth.” said Matt Cwiertnia, Partner in the Private Equity Group of Ares Management.

“We are delighted to join Ares and the senior management team as long-term investors in the company,” said Michael DeFlorio, Senior Managing Director of Harvest Partners. “Shawn and his team have built a truly unique business that provides exceptional value to customers and residents. We are excited to invest alongside this first class team to build upon Valet Waste’s leadership position in the market and expand services more broadly across the multifamily housing industry.”

“New Mountain Capital has played a vital role in growing Valet Waste during its ownership period – and we thank them for a very successful partnership,” said Shawn Handrahan, President and CEO of Valet Waste. “With the growth opportunities in front of us, this is an opportunity to take the next step and further our position as a market leader in amenity and maintenance services to the multifamily housing industry. We look forward to working with our new partners at Ares and Harvest as they share our vision for long-term growth.”

“It was a pleasure to work with the Valet Waste management team as they defined the market, built their business and achieved significant sustainable growth,” said Bert Notini, Managing Director of New Mountain Capital. “We wish Valet Waste continued success in its next stage of expansion.”

Proskauer Rose LLP acted as legal advisor to Ares Management and Harvest Partners. White & Case LLP acted as legal counsel to Harvest Partners. Robert W. Baird & Co. acted as a financial advisor and Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal advisor to Valet Waste.

About Valet Waste:

Since 1995, Valet Waste has been the Multifamily Housing Industry’s leading provider of five-nights-per-week doorstep trash and recycling collection. It currently services over 440 management companies and owner groups throughout the multifamily housing industry that represent over 3.4 million units nationwide. Valet Waste offers the most requested resident amenities and services along with unparalleled and proven customer satisfaction. Its fully insured and uniformed professional valets collect waste and recyclables from residents’ doorsteps and manage multifamily communities’ on-site trash issues by streamlining waste from the doorstep to the dumpster with our proven systems.

About Ares Management, L.P.

Ares is a publicly traded, leading global alternative asset manager with approximately $88 billion of assets under management as of June 30, 2015 and more than 15 offices in the United States, Europe and Asia. Since its inception in 1997, Ares has adhered to a disciplined investment philosophy that focuses on delivering strong risk-adjusted investment returns throughout market cycles. Ares believes each of its four distinct but complementary investment groups in Tradable Credit, Direct Lending, Private Equity and Real Estate is a market leader based on assets under management and investment performance. Ares was built upon the fundamental principle that each group benefits from being part of the greater whole. Visit www.aresmgmt.com for more information.

About Harvest Partners, LP

Founded in 1981, Harvest Partners, LP (www.harvestpartners.com) is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the business services and consumer, healthcare services, industrial services, and manufacturing and distribution sectors. This strategy leverages Harvest Partners’ 35 years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit www.harvestpartners.com.

About New Mountain Capital, LLC

New Mountain Capital is a New York-based alternative investment firm that emphasizes business building and growth, rather than debt, as it pursues long-term capital appreciation. The firm currently manages private equity, public equity, and credit funds with over $15 billion in aggregate capital commitments. New Mountain seeks out what it believes to be the highest quality growth leaders in carefully selected industry sectors and then works intensively with management to build the value of these companies. For more information on New Mountain Capital, please visit www.newmountaincapital.com.

Contact:

Ares Management
Investor Relations:
Carl Drake
888-818-5298
cdrake@aresmgmt.com

Media Relations:
Mendel Communications
Bill Mendel
212-397-1030
bill@mendelcommunications.com

Harvest Partners
Michael DeFlorio
Senior Managing Director
212-599-6300

Media Relations:
Caroline Luz
Owen Blicksilver Public Relations, Inc. 
caroline@blicksilverpr.com
203-656-2829

Valet Waste
Media Relations:
Lee Csulik
813-279-2126

New Mountain Capital
Investor Relations:
Adam Weinstein
212-720-0300
aweinstein@newmountaincapital.com

TruckPro Expands its U.S. Retail and Service Capabilities of Heavy-Duty Truck & Trailer Parts

MEMPHIS, TNJuly 8, 2015

TruckPro, LLC (“TruckPro”), a leading distributor of heavy-duty truck and trailer products, announced today it has completed the purchase of Power Train. Power Train is a leading provider of heavy-duty after-market truck parts, fleet maintenance and mobile repair services in the Indiana, Ohio and Kentucky markets through its network of 11 full-service locations.

The acquisition provides several growth drivers for the combined business including an expanded retail store network in key geographical markets, enhanced core supplier relationships, and the ability to leverage the various service offerings of both organizations. “Power Train is a well established privately held after-market truck parts and services provider in the region with a great reputation for servicing local and national customers. The addition of Power Train to the TruckPro family expands our network of retail and service locations in the United States and Canada to more than 150”, stated Steve Riordan, TruckPro’s Chairman and Chief Executive Officer.

Power Train’s current leadership team, including Lyle Bass and Joe Leffel will continue to run the business while also becoming investors in the combined enterprise. Bass commented, “The merger is going to help strengthen and expand our customer service capabilities within our market and our customers will benefit from having access to additional inventory and a large distribution network throughout the United States and Canada.” Leffel added, “We are very excited to be joining forces with TruckPro, who has emerged as the industry’s fastest growing provider of heavy-duty truck parts and advanced repair services. The combination of Power Train and TruckPro represents a terrific combination for our customers, associates, and suppliers.”

About TruckPro, LLC

Founded in 1952, TruckPro, LLC is a leading distributor of heavy-duty truck & trailer products, and advanced repair services. Through a distribution network of more than 150 retail stores and advanced service shops, TruckPro delivers a comprehensive range of products to support commercial and government customer requirements in the areas of brake systems, electrical, engines, gear & drivetrain, and more. TruckPro is recognized for delivering measurable value and outstanding support to its customers and suppliers alike. Vast application expertise makes TruckPro an unbiased knowledge resource for product information, documentation and training. For more information on TruckPro please visit www.truckpro.com.

Contact:
Howard Fox,
Director of Marketing TruckPro, LLC
howard.fox@truckpro.com

Sees Platform Opportunity for Growing Dental Support Organization

NEW YORK, NYJuly 6, 2015

Harvest Partners, LP (“Harvest”), a New York-based private equity firm, and the management team of DCA Investment Holding LLC (“DCA” or the “Company”) have completed the acquisition of the Company from Quad-C Management, Inc. (“Quad-C”), a Charlottesville, VA-based private equity firm. Terms of the transaction were not disclosed.

DCA is one of the largest multi-branded dental support organizations in the U.S., with 157 affiliated dental offices across eight states supporting over 382 dentists. DCA provides a broad spectrum of back office business support to general and specialty dental offices treating patients of all ages, with various dental health needs and socioeconomic statuses. The management team of DCA, led by CEO Mitch Olan and CFO David Nichols, will continue to lead the Company.

“Harvest has a wealth of experience in healthcare services and a great appreciation for our commitment to improving the well-being of our affiliated dentists and their patients,” Mr. Olan said. “We are enthusiastic about our new partnership and look forward to executing on a number of opportunities in the market to support our continued growth.”

“DCA is one of the most attractive platforms we’ve seen in the dental services sector. Mitch, Dave and Quad-C have done an impressive job of building a growing, well-diversified platform. They had their pick of financial sponsors, so we are honored they chose to work with Harvest,” said Jay Wilkins, Senior Managing Director at Harvest Partners. DCA represents the fourth proprietary healthcare deal for Harvest in the past 15 months. “The dental practice support model offers clear benefits to patients, dentists and payors. DCA is a leading platform in the dental space and we’re excited to continue building upon the Company’s track record of success,” added Ira Kleinman, Senior Managing Director at Harvest Partners.

Senior debt was arranged by Golub Capital and Ares Capital Corporation. Mezzanine debt and preferred equity financing was provided by Crescent Capital. Jefferies LLC advised Harvest. Houlihan Lokey advised the Company. Ira Kleinman, Jay Wilkins and Paige Daly will be joining the Board of Directors. Harvest Partners’ Michael Greenman and Matt LoSardo also worked on the transaction.

About DCA

DCA (www.dentalcarealliance.com) is one of the largest multi-branded dental support organizations in the U.S. The Company, founded in 1991 and headquartered in Sarasota, FL, supports a network of 157 practices across eight states in the Midwest, Mid-Atlantic and Southeast U.S. DCA affiliated practices provide a full suite of dental services, including general dentistry, hygiene, pediatric dentistry, orthodontics, endodontics, periodontics and oral surgery.

About Harvest Partners

Founded in 1981, Harvest Partners, LP (www.harvestpartners.com) is a leading New York-based private equity investment firm pursuing management buyouts and recapitalizations of middle market companies in North America. Harvest focuses on acquiring profitable companies in the healthcare services, business services and consumer, industrial and energy services, and manufacturing and distribution sectors.

Contact:
For Harvest Partners, LP
Jay Wilkins
Senior Managing Director
212-599-6300

Caroline Luz
Owen Blicksilver Public Relations, Inc.
caroline@blicksilverpr.com
203-656-2829

Columbus, OHJune 16, 2015

Columbus, OH-based FCX Performance, Inc. (“FCX”) announced today that it has completed the acquisition of Process Control Services, Inc. (“PCS”).

Based in Plymouth, MI, PCS provides Instrument start-up, repair, installation and calibration services; In-house Depot Repair; Turnkey PLC Programming and Control Panel Fabrication. PCS personnel are located in key FCX markets including Detroit, Cleveland, Milwaukee, Columbus and Pittsburgh. The company’s testing and calibration operations are ISO 9001-2008 and ANSI/ISO/ASQ Q9001-2008 certified, while the Plymouth lab is ISO-17025 accredited.

“We welcome the employees and customers of PCS to the FCX family”, said Charles Hale, President and CEO of FCX Performance, Inc. “We are excited to work with PCS to expand their offerings across other FCX markets.” Hale further noted that “the PCS footprint is highly complementary to multiple FCX business geographies covered by approximately 50 outside sales professionals.” Hale also mentioned that “the combination of these businesses will not result in any outside changes and the company’s names will not be changed”. Hale concluded that “PCS fits perfectly with our strategy of buying quality teams that further expand our service & solutions offerings.” “With the support of our majority investor, Harvest Partners, we fully anticipate closing additional acquisitions in FY 2015.”

About FCX Performance, Inc.

Based in Columbus, Ohio, FCX is a leading distributor of specialty process flow control products and services. The Company provides technical, mission-critical products and value-added services to more than 20,000 end users, original equipment manufacturers and engineering and construction firms across the process, oil & gas, power, high purity and municipal & commercial markets. FCX is known for its technical & application expertise as well its ability to offer a full range of products & services to its customers. Formed in 1999 and with predecessor company histories dating back to the early 1900s, the Company has grown to 34 locations serving 35 states and over 525 employees. FCX has completed 21 strategic acquisitions since inception. For more information, please www.fcxperformance.com.