New Heritage Capital Invests in JA Moody

New Heritage Capital Invests in Carnegie Dartlet

October 13, 2020

Marketing & Advertising

Boston-based private equity firm New Heritage Capital made a growth investment in Massachusetts-based Carnegie Dartlet, a provider of digital marketing, lead generation and research services to higher education institutions. The transaction provides liquidity and financial flexibility to the company while leaving operating control with the reinvesting founders to accelerate future growth.

New Heritage Capital Invests in Icelandirect

August 11, 2021

Food & Beverage

Boston-based private equity firm New Heritage Capital made a platform investment in Icelandirect, a Clifton, New Jersey-based importer, manufacturer and packager of marine oils and nutraceutical products. The transaction was completed through Heritage's Private IPO structure, allowing Icelandirect's co-founders to reinvest and retain operating control while providing liquidity and capital to expand the company's ingredient offering and in-house capabilities.

Trident Maritime Systems Acquires Assets of Custom Alloy Corporation

June 20, 2023

Manufacturing

Trident Maritime Systems, a portfolio company of investment affiliates of J.F. Lehman & Company, acquired the assets of Custom Alloy Corporation through a Section 363 bankruptcy auction. The add-on strengthens Trident's manufacturing capabilities and expands its presence on key U.S. Navy nuclear vessel programs by integrating Custom Alloy's specialty alloy forgings, fittings, and piping capabilities.

Scruggs Company and NTS Acquire Mid‑America Valve

August 28, 2025

Industrial Services

Scruggs Company and Neil Technical Services (NTS), a portfolio company of Rox Capital Partners, have acquired Mid‑America Valve (MAV), a regional distributor serving the water and wastewater sector. The deal expands the Scruggs/NTS platform's geographic reach in the Midwest and enhances its ability to provide integrated product and field service solutions to municipalities, utilities, and industrial customers.

J.F. Lehman & Company Acquires Global Marine Group

January 30, 2020

Industrial Services

J.F. Lehman & Company (through an investment affiliate) has acquired Global Marine Group, a Chelmsford, UK‑based provider of subsea cable installation and maintenance services to the telecommunications, offshore wind and utility markets. The transaction, financed in part by Deutsche Bank, adds specialized marine assets and capabilities to JFLCO's portfolio and is intended to support GMG's growth in telecom and offshore wind markets.

JA Mitsui Leasing Acquires Oakmont Capital Services

April 4, 2024

Financial Services

JA Mitsui Leasing, Ltd., through its subsidiary JA Mitsui Leasing USA Holdings, Inc., has acquired 100% of Oakmont Capital Holdings, LLC (dba Oakmont Capital Services), a specialty commercial equipment finance lender based in West Chester, Pennsylvania. The acquisition strengthens JAML's North American capabilities by adding Oakmont's small-ticket equipment finance platform, experienced team and technology-enabled lending capability.