“Housatonic…brings a good stability and experience in what I call pattern recognition.”
— Alex Dodd, AEGIS
Alex Dodd Case Study →
In September 2014, Housatonic backed Alex Dodd in acquiring in Aegis Treatment Centers (Aegis), a leading program of Opioid Treatment Programs (OPT) in the country, operating 32 clinics in California, providing Medication Assisted Treatment to over 10,000 patients as they recover from Opioid Use Disorder.
Dan Filby Case Study →
In 2021, Housatonic partnered with Dan Filby, an experienced industry CEO, to acquire and operate tech-enabled HR information services businesses. Within a 12-month span, Housatonic backed Dan in acquiring three pre-employment screening businesses and rebranding the consolidated operations as AccusourceHR.
Gabe Manjarrez Case Study →
In October 2020, Housatonic invested in MaxiSend and installed industry veteran, Gabe Manjarrez, as CEO. Gabe has improved Maxi’s compliance programs, expanded into new states and corridors, and led the Company’s digital innovation efforts including the development of a differentiated software platform with industry-leading-customer service.
Jerry Connelly Case Study →
In 2014, Housatonic backed Jerry Connelly in the acquisition of Health Care Financial Resources (HFRI), a provider of revenue cycle management solutions to hospitals throughout the U.S.
Rafeal Somoza & Jose Stella Case Study →
In December 2011, Housatonic partnered with repeat co-CEO’s Rafael Somoza & Jose Stella to form QMC Telecom International Holdings, LLC. QMC was formed to develop, build, and acquire cell towers in Latin America with an initial focus in Brazil and Mexico.
Kim Houlne Case Study →
In December 2020, Housatonic invested in Working Solutions, a leader in on-demand, onshore contact center solutions that operates through a virtual network of over 3,500 active agents in the US and Canada.
Executive endorsements of Housatonic are for illustrative purposes, designed to attract business development contacts, and should not be construed as a client or investor testimonial of Housatonic’s investment advisory services. All such endorsements are from current or former portfolio company leadership about Housatonic’s ability to provide services to their companies. Certain executives are also investors in Housatonic’s investment vehicles, and as such, there is an inherent conflict in that those executives have an incentive to provide favorable reviews of Housatonic’s business practices for the benefit of the investment vehicles in which they hold a personal ownership interest. Housatonic has not, directly or indirectly, paid any compensation to such individuals for their endorsements. Past performance is not indicative of future results.