LO3 Capital Provides Recapitalization Financing to Undisclosed National PEO and Workers' Compensation Services Provider

RFE Investment Partners and Weave Growth Partners Recapitalize Congruity HR

February 25, 2021

Staffing & HR

RFE Investment Partners, with value-add co-investor Weave Growth Partners, completed a recapitalization investment in Congruity HR, a North Carolina-based professional employer organization (PEO). Founder Darrin Hunter and the existing management team remain significant owners, and industry veteran Mike Maseda has joined as Executive Chairman as the business prepares to scale and pursue additional regional PEO brands using a tech-enabled playbook.

Owner Resource Group Recapitalizes Employer Flexible

May 5, 2022

Staffing & HR

Austin-based private investment firm Owner Resource Group (ORG) has made an investment to recapitalize Employer Flexible Management, LLC, a Houston-based professional employer organization (PEO). The recapitalization partners ORG with CEO and co-founder Michael Hopkins and management to support geographic expansion, technology investments and strategic acquisitions; co-founders Chris Dollins and Michael Greathouse will retain continued ownership.

Archline Service Partners Acquires Premiere Roofing; LO3 Capital Provides Financing

March 25, 2025

Construction

Archline Service Partners, a Colmont Group portfolio company, has acquired Premiere Roofing, LLC to expand its residential and commercial roofing footprint. LO3 Capital provided senior subordinated debt and equity financing to support the acquisition and Colmont Group continues to back Archline's roll-up strategy in the roofing and exterior improvement sector.

M33 Growth Recapitalizes O3 Solutions

May 30, 2024

Software

M33 Growth has recapitalized O3 Solutions to accelerate growth, enhance client success, and advance product innovation for its Advanced Work Packaging construction project management software. O3 Solutions, founded in 2016, provides a scalable SaaS platform used by owner-operators, EPC firms, and contractors across industrial capital projects.

LO3 Capital Invests in KeyServ Company to Support Add-on Landscaping Acquisitions

May 23, 2023

Environmental Services

LO3 Capital provided debt and equity financing to KeyServ Company, a Kidd & Company platform, to support KeyServ's acquisitions of two landscaping businesses in Birmingham, Alabama and Charlotte, North Carolina. The capital will help KeyServ continue its geographic expansion across the Southeast U.S. by acquiring regional landscaping providers.

Elysian Capital III LP Acquires D3O Holdings Limited (with management)

September 20, 2021

Manufacturing

Elysian Capital III LP, together with D3O management, has acquired D3O Holdings Limited from Entrepreneurs Fund, Beringea and other minority investors. The private equity firm intends to scale the D3O brand and expand its market reach across consumer protection and PPE end markets.