Hillandale Advisors Acquires Horizon Roofing & Restoration

Ridgeline Roofing & Restoration Acquires Kenneth Daniel Roofing

September 9, 2025

Construction

Ridgeline Roofing & Restoration, a Bertram Capital portfolio company, has acquired Kenneth Daniel Roofing, a residential roofing contractor based in Littleton, North Carolina. The add-on deal (terms undisclosed) expands Ridgeline's presence in North Carolina and the neighboring southern Virginia market and is intended to accelerate growth for the platform.

Ridgeline Roofing & Restoration (Bertram Capital) Acquires Signature Exteriors

March 11, 2025

Construction

Ridgeline Roofing & Restoration, a portfolio company of Bertram Capital, has acquired Signature Exteriors, a Charlotte, North Carolina-based roofing contractor. Terms were not disclosed; Ridgeline said the deal will expand its presence in the Southeast and accelerate Signature's growth through increased marketing, sales and operational support.

Highland Roofing Company & Coastal Fabrication Sold to Private Investors

December 10, 2021

Construction

Highland Roofing Company and related sheet-metal business Coastal Fabrication, Inc., both headquartered in Wilmington, North Carolina, were sold to private investors in a transaction that closed on December 10, 2021. The buyer group was undisclosed; the seller engaged Generational Equity as M&A advisor to execute the sale to investors focused on maintaining employee culture and continuity.

Altamont Capital Partners Makes Strategic Investment in Horizon Investments

July 27, 2021

Wealth Management

Altamont Capital Partners has completed a strategic growth investment in Horizon Investments, a Charlotte-based registered investment advisor with approximately $7 billion in assets under advisement. The investment will provide capital and strategic support to accelerate Horizon's distribution, expand its goals-based solutions, and pursue add-on acquisitions while Horizon's management remains significant equity holders and John Drahzal assumes the CEO role.

Rockhill Capital & Investments Merges With Horizon Capital Partners

November 21, 2022

Real Estate

Frisco-based Rockhill Capital & Investments has merged with McKinney-based Horizon Capital Partners to combine teams and expand real estate investing and development capabilities across North Texas. The combined firm will operate under the Rockhill Capital & Investments name and plans to pursue a broader slate of residential, mixed-use and hospitality development projects in the region.

Legacy Restoration (Bessemer-backed) Acquires Southern Roofing and Renovations

January 10, 2024

Construction

Legacy Restoration, a portfolio company of Bessemer Investors, has merged with Southern Roofing and Renovations, a Memphis-based exterior restoration and remodeling provider with 15 regional offices. The deal expands Legacy's geographic footprint across the South and Midwest, creating one of the largest residential roofing platforms; debt financing was provided by Tree Line Capital Partners, Brightwood Capital, and LBC Credit Partners.