Kelly Roofing Holdings Recapitalizes Reliant Roofing

Kelly Roofing (Monument-backed) Recapitalizes JJ Quality Builders of the Palm Beaches

February 21, 2024

Construction

Kelly Roofing Holdings, a Monument MicroCap Partners portfolio company, has recapitalized JJ Quality Builders of the Palm Beaches, a Palm Beach County roofing contractor focused on residential and multi-family roof replacement, repairs, and solar services. The transaction gives Kelly Roofing expanded access to Florida markets and strengthens its position as a premier residential roofing provider in the state.

Kelly Roofing Acquires Integrity Roofing & Gutters

January 15, 2025

Construction

Monument MicroCap Partners portfolio company Kelly Roofing Holdings, LLC completed the acquisition of Integrity Roofing & Gutters Inc. on January 15, 2025. The add-on expands Kelly Roofing’s capabilities into multifamily and commercial roofing and extends its geographic reach across the Southeast (Florida, Georgia, South Carolina, North Carolina).

Six Pillars Partners Recapitalizes Royalty Roofing and Majestic Facility Experts

October 31, 2023

Construction

Six Pillars Partners led a recapitalization of Royalty Roofing and sister company Majestic Facility Experts to support national growth and pursue add-on acquisitions. Capital for the transaction was provided by Centerfield Capital Partners, Petra Capital Partners, Concentric Investment Partners, and UMB Capital Corporation; founder Andy Royalty remains as President and the Company completed a strategic bolt-on at closing.

Shoreline Equity Partners Recapitalizes Core Roofing Systems

November 29, 2022

Construction

Shoreline Equity Partners has partnered with Core Roofing Systems, a commercial roofing services provider headquartered in Alpharetta, Georgia. The private equity firm made a recapitalization investment to support Core Roofing’s growth plan—including organic initiatives and add-on acquisitions—while founder Dusty DeVore retains a significant ownership stake and continues to lead the company.

Bertram Capital Recapitalizes Ridgeline Roofing & Restoration

January 30, 2024

Construction

Bertram Capital has recapitalized and partnered with Ridgeline Roofing & Restoration, a Birmingham-based residential re-roofing and restoration provider operating across the Southeastern U.S. The investment establishes Ridgeline as Bertram's first platform in its expanded lower-middle-market strategy to accelerate organic growth, pursue complementary acquisitions, and expand into new markets.

Carousel Capital Recapitalizes Reliance Partners

August 29, 2022

Insurance

Carousel Capital partnered with Reliance Partners' management and existing investor Lamp Post Group to recapitalize Reliance Partners, a Chattanooga-based commercial insurance broker focused on the transportation industry. The recapitalization will provide capital and strategic support to help Reliance scale its premium volume (nearly $500 million today) and pursue its goal of exceeding $1 billion in gross written premiums.