RFE Investment Partners portfolio company ZRG, a rapidly growing global talent advisory firm, recently completed the acquisition of RoseRyan, Inc., a Silicon Valley-based provider of finance and accounting consulting solutions.
Since 1993, RoseRyan has engaged over 1,000 clients on projects including outsourced accounting for start-ups, corporate governance, interim solutions, and strategic projects such as IPO readiness, SEC reporting, financial planning and modeling, technical accounting, audit support and mergers and acquisitions. The addition substantially expands ZRG’s consulting capabilities, adding to their West Coast presence and breadth of solutions for their clients.
“We’re excited to join the growing family at ZRG,” said Kathy Ryan, Founder and Chair of RoseRyan. “Joining a global network of over 400 employees worldwide will help our team stretch further. We in turn will provide additional depth to ZRG, which means better results for RoseRyan and ZRG clients alike.”
“The nature of the workforce has evolved and having even greater bandwidth in the finance and accounting consulting sector through RoseRyan is fantastic,” ZRG CEO Larry Hartmann said. “This complements our current interim team, led by Mark Viner, and also adds important consulting capability to allow us to service a wide range of clients, who need support in accounting and HR.”
About ZRG
ZRG is a global talent advisory firm that is changing the way companies hire and manage talent. ZRG’s data-driven approach to executive and professional search has been changing the way clients think about how to find top talent. The company’s digital Zi platform combines talent intelligence, candidate insights, and process improvement to dramatically deliver executive searches quicker and with proven better results.
Today, with the help of private equity investor RFE Investment Partners, ZRG is among the fastest growing firms in the search industry and provides a full suite of retained search, on-demand talent, and consulting and advisory solutions across the Americas, Asia, Europe, and Australia.
About RFE Investment Partners
Founded in 1979, RFE Investment Partners is a private equity investor with a long-standing small buyout heritage and a time-tested strategy for growing businesses. RFE equips companies with the capabilities and resources to scale by leveraging the extensive operational expertise, financial acumen, and broad business network of the RFE team. Through over 75 small buyout transactions,
Congruity Group is pleased to announce the appointment of Laurie Zaucha, an accomplished human resources executive, to its Board of Directors.
“We are thrilled to add Laurie Zaucha to our Board of Directors. She brings a global experience to our Board that is important as we continue our expansion,” Darrin Hunter, CEO of Congruity HR, said. “Laurie will be a valuable resource to me in my role as CEO as someone that has successfully helped grow and scale a global human resource services business. I look forward to her involvement in our future growth.”
“We are very excited about the potential for the Congruity platform; organic growth has been tremendous, but we are also continuing to evaluate strategic acquisitions for the platform,” said Paul Schilpp, Managing Director of RFE Investment Partners. “The acquisition opportunities will allow us to expand on a national basis and that aligns very well with the experiences that Laurie Zaucha will bring to the Congruity Board.”
Ms. Zaucha brings almost 30 years of extensive human resources leadership and expertise to Congruity Group. She has a proven track record for being a strategic and operational leader, focused on creating a values-oriented and results-driven culture. Previously, Ms. Zaucha served as the Chief Human Resources Officer of Paychex for 9 years and PAETEC for 4 years. Additionally, she served in various other human resources positions at large corporations such as Bausch + Lomb, Footstar Inc., Starbucks Coffee Company and Pizza Hut Inc.
“It is an honor to join Congruity Group’s Board of Directors, and be part of a values-led company that truly believes people are their most powerful asset. I am excited to partner with Congruity’s leadership team and Board to continue growing and scaling the company.”
Ms. Zaucha holds a Master of Science in Management from Purdue University and a Bachelor of Science in Computer Information Technology from Bentley University. She also serves on Boards for the United Way of Greater Rochester and the Finger Lakes, where she is Board Chair, and Monroe Community College Foundation.
About Congruity HR PEO:
Congruity HR PEO delivers comprehensive HR solutions to small and mid-sized businesses nationwide, sharpening their competitive advantage. Comprised of respected industry executives and certified HR professionals, Congruity HR provides hands-on, expert human resource services to reduce administrative burdens, ensure compliance with employer regulations, and effectively manage employment cost. The company’s extensive HR service offering includes a full range of health and workers’ compensation insurance products, tax administration, risk management services, and advanced technology.
About RFE:
RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing Connecticut-based firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market leading middle market companies. RFE is currently investing out of Fund IX. For more information, please visit www.rfeip.com
SARASOTA, Fla., Feb. 10, 2022 (GLOBE NEWSWIRE) — Veransa Group, Inc., a leader in transforming green waste into valuable commodities on an industrial scale through vertical integration of waste collection centers and manufacturing facilities, has hired Kevin Dunlap as President and Chief Operating Officer (COO). Dunlap will be integral in Veransa’s rapid growth by driving best practices across the company’s operations, managing integrations of acquisitions and greenfield locations, as well as overseeing the development of compost and other sustainable, beneficial reuse, products.
Dunlap brings 28 years of experience in the environmental services industry, including 17+ years of executive operational leadership in high-growth businesses. Before joining Veransa, he served as Chief Operating Officer at Denali Water Solutions, a leading diversified environmental services company focused on wastewater, water residuals and biosolids products and services, including composting and green waste recycling. Prior to Denali Water Solutions, Dunlap’s experience included roles as Chief Executive Officer at Orège North America Inc. and Vice President of Sales at BCR Environmental Corporation, where he helped to optimize, professionalize, and accelerate growth.
“With our continuing growth and regional expansion, we needed to enlarge our leadership team to continue to provide the best service and highest quality products for our customers. Kevin is a world-class operational and sales leader with experience working for high growth, Environmental, Social, Good Governance (ESG) companies like Veransa,” said Marc Owensby, co-founder and CEO of Veransa Group, Inc. “We are excited to have Kevin join our team and look forward to his continued success.”
“I am excited to join this visionary company to help accelerate Veransa’s growth through continued operational excellence, the seamless integration of complementary acquisitions and continued expansion through greenfield operations,” said Kevin Dunlap.
About Veransa
Veransa specializes in transforming urban wood and yard waste into valuable commodities on an industrial scale. The company vertically integrates green waste collection centers with commodities manufacturing facilities to achieve highest-value use, waste-to-organic commodities production. Veransa aggregates green waste and transforms it, using electrically powered processing equipment, into useful products on an industrial scale, including soil-regenerating, OMRI Listed®, organic compost and blended soils, that are free of biosolids or manure. It also processes wood waste into the feedstock for decorative mulch and renewable energy. Based in the Tampa Bay region of Florida, Veransa is an Environmental, Social, and Governance (ESG) portfolio company of RFE Investment Partners.
About RFE
RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the U.S. RFE is a long-standing Connecticut-based firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market leading middle market companies. RFE is currently investing out of Fund IX. For more information, visit www.rfeip.com.
| Media Contact: | John Mooney, 908-720-6057, [email protected] | |
| Roxane Teymourtash 240-413-3949, [email protected] |
Friendly Group, a home services company, announced today its acquisition of Day & Night, a heating, ventilation, and air conditioning (HVAC) and plumbing services company located in Phoenix, AZ. The addition of Day & Night makes this Friendly Group’s second home services company located in Arizona, and the fourth company to join Friendly Group in the last year in the western region. Day & Night will continue to operate under the Day & Night brand with owner, Jeff Martin, and General Manager, Mike Littau, leading the company in partnership with Friendly Group.
Comments on the news:
“We are excited to welcome Jeff, Mike, and the whole Day & Night team into the Friendly Group family. Their culture is a perfect fit with our employee-first philosophy and mission to unlock the latent potential of every member of the team.” —William J. Coughlin, Founder, Alchemy Capital Partners, Friendly Group Board Member “Day and Night’s relationships with their customers and community are some of the best I have ever seen, and the people and culture behind that is the reason for the strength of this brand. We can’t wait to build on that legacy with Mike and his leadership team.” —Joe Bergman, CEO, Friendly Group
“Friendly Group’s unique culture and approach to supporting our operating companies continues to resonate in the market with people that share our principles.” – Michael Rubel, Managing Director, RFE Investment Partners, Friendly Group Board Member
Day & Night Air Conditioning, Heating & Plumbing
Day & Night is a reputable HVAC and plumbing company serving the greater Phoenix area. Their primary services are heating, cooling, plumbing, and drain clearing.
www.dayandnightair.com
Friendly Group
Friendly Group is a home services company focused on building a network of businesses that share a vision and values which, at their core, focus on their employees.
www.friendlygroup.com
Alchemy Capital Partners
Alchemy Capital Partners is a private equity firm focused on making investments in the lower-middle market located in North America.
www.alchemycap.com
About RFE
RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing Connecticut-based firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market leading middle market companies. RFE is currently investing out of Fund IX. For more information, please visit www.rfeip.com.
RFE Investment Partners is pleased to announce that its portfolio company, Trident Motion Technologies, recently completed the acquisition of Global Point Technologies (“GPT”). GPT is a global sourcing company with capabilities in injection molding, solenoids, wire harness, mechanical and electro-mechanical parts as well as contract manufacturing and assembly services across automotive, medical, industrial and commercial products.
“GPT is a strong strategic addition for Trident Motion. Adding a global sourcing and services platform providing supply chain, engineering and value-added solutions will benefit the Trident family of companies and their customers.” said Tim Harris VP of Strategic Sourcing.
“We’re happy to join forces with Trident, and take advantage of their existing brand, channel, and presence in the market place offering our expertise and broad range capabilities ” said John Hoff, founder and President of Global
Point Technologies.
About Trident Motion Technologies:
Trident Motion Technologies is a leading provider of motors, gearmotors, electronic drives and user interfaces. The company, headquartered in the United States, produces product and assemblies in its operations in the US and Asia for many industries. This allows Trident Motion to offer local support and world class engineering while remaining cost competitive. Trident Motion was formed by combining the capabilities of several strong US based businesses: HTI Technology, American Control Electronics, and Klauber Machine & Gear.
About RFE
RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing Connecticut-based firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market leading middle market companies. RFE is currently investing out of Fund IX. For more information, please visit www.rfeip.com.
ZRG Partners, a rapidly growing global talent advisory firm, recently announced their acquisition of Brimstone Consulting Group, LLC. a boutique strategy consulting firm. Based out of Camden, ME, Brimstone Consulting is a specialist consulting firm who partners with their clients in building a strategy blueprint for rapid CEO success after leadership transitions. Brimstone’s methodology aligns leadership goals with business capabilities at all levels to change the way work gets done and energize the change-makers. Their key focus areas include business acceleration; change enablement; culture change; executive coaching; leadership development; leadership team alignment; organizational alignment; diversity, equity, and inclusion; and post-merger execution.
“The complementary nature of our businesses made Brimstone an obvious partner for ZRG, as we continue to expand our portfolio of talent advisory solutions,” says Larry Hartmann, CEO of ZRG. “Further insuring a new CEO is successful with the proven process of Brimstone will create a new paridym for CEO transitions. We are pleased that we can now address two critical areas of leadership to align success for our clients with both strategy work and culture work. We believe when a company aligns strategy and culture with the right talent, amazing success can be achieved and our offerings now address these three core areas.”
Prior to the Brimstone acquisition, ZRG has been actively involved in expanding and diversifying their talent management offerings. They have recently acquired top culture consultation firm Walking The Talk, as well as entertainment industry search and consulting firm Sucherman Group. ZRG’s organic growth continues across the UK and EU in both retained search, on-demand talent solutions and consulting.
G2 Capital Advisors served as exclusive buy-side advisor to ZRG Partners on the successful transaction.
About ZRG
ZRG is a global talent advisory firm that is changing the way companies hire and manage talent. ZRG’s data driven approach to executive and professional search has been changing the way clients think about how to find top talent. The company’s digital Zi platform combines talent intelligence, candidate insights, and process improvement to dramatically deliver executive searches quicker and with proven better results. Today, with the help of private equity investor RFE Investment Partners, ZRG is among the fastest growing firms in the search industry and provides a full suite of retained search, on-demand talent, and consulting and advisory solutions across the Americas, Asia, Europe, and Australia.
About G2 Capital Advisors
G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors.
About RFE
RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing Connecticut-based firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market leading middle market companies. RFE is currently investing out of Fund IX. For more information, please visit www.rfeip.com
RFE backed Friendly Group Acquires Home Services Company Western Heating & Air Transaction Marks Growth Potential to Serve More Utah HVAC Customers
RFE Investment Partners is pleased to announce that its portfolio company, Friendly Group, a home services company, recently announced its acquisition of Western Heating & Air, a heating, ventilation, and air conditioning (HVAC) company with branches in both Orem and Lehi, Utah. The addition of Western Heating & Air makes this Friendly Group’s third home services company in Utah.
As part of Friendly Group, Western will be positioned to accelerate and extend its mission to serve its community with exceptional home comfort service. Western Heating & Air will continue to operate under the Western brand, driving forward with a steady focus on its mission, customers, and community. Owner Ryan Snow will continue at the helm of the operations in partnership with Friendly Group.
“I am thrilled to welcome Ryan Snow, his leadership team, and the entire Western family to the Friendly Group. The Red Handkerchief Promise is so much more than a tag line—it’s a symbol of a culture that runs deep in every man and woman who wears that logo,” said Joe Bergman, CEO, Friendly Group. “We are excited to add this third strong brand to our Northern Utah region and about the growth opportunities we have together, to build on an already-strong legacy. On behalf of our entire team, welcome to the pack!”
About Western Heating & Air
Western Heating & Air is a home services HVAC company serving the Orem and Lehi, Utah, areas. Their primary services extend from heating and cooling to indoor air quality to solar panels. Western’s team is the proud recipient of the Best of Utah Valley Award for five years in a row. For more information, please visit www.westernheatingair.com
About Friendly Group
Friendly Group is a Home Services Company focused on building a network of like-minded companies in the home services industry that share the vision and values that, at their core, focus on their employees. Friendly Group is a Texas-based firm that was established in 2020 with a best-in-class management team, board of directors, and advisors, all working together to execute on a strategy that is distinctly different because it’s Friendly. Friendly Group’s strategy is to provide mentorship, direction, resources, and the capital required to take companies’ strategic initiatives to the level. Friendly Group is continuing to expand their presence across the US, building a network of leading HVAC, Plumbing, and Electrical home services companies. For more in formation, please visit www.friendlygroup.com
About RFE
RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing Connecticut-based firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market leading middle market companies. RFE is currently investing out of Fund IX. For more information, please visit www.rfeip.com
The lines between IT and business have blurred. The merger of ThreeBridge Solutions and Keyot gives businesses throughout the midwest and southeastern U.S. a single consulting partner that understands and serves both sides of their organizations, providing real and more efficient solutions.
It’s a move as satisfying as snapping the final piece into a jigsaw puzzle. The new firm, operating under the ThreeBridge brand, combines the complementary strengths and shared core values of ThreeBridge Solutions, a strategic provider of business and IT consulting solutions, and Keyot, a boutique consulting firm specializing in project delivery, workforce transformation and management consulting.
“We are two really great companies using our shared workforce with a common mission of solving our clients’ problems,” says ThreeBridge Founder and CEO Jim Kelly. He likens this business model to three concentric circles solving an unmet need. “We offer consultative thought leadership supported by flexible engagement models that meet our clients where they are; the third circle is building our own supply chain of talent. No other consulting company can offer all of this.”
Adds ThreeBridge Chief Integrator and former Keyot CEO Laura Gorman, “Our ultimate goal is to enable our clients, not to create dependence on us. Most of our clients are going through transformation and looking to us to lead them through organizational changes. Instead of our services being siloed into just IT or operations, we can now give them exactly what they need by offering collective solutions to their entire organizations.” To learn more about ThreeBridge Solutions’ innovative approach to consulting and supporting their consultants and communities, visit www.ThreeBridge.com.
About ThreeBridge Solutions
ThreeBridge Solutions is a national provider of talent, training, and advice within their core solutions: Business Transformation, Enterprise Systems, Digital Innovation, Smart Data, and Crew, junior talent development. Nationally, ThreeBridge has 1,000+ consultants across 150 clients, and is growing rapidly by building new capabilities and expanding geographies.
About Keyot
Keyot, a boutique consulting firm, focuses on putting together the right team of senior and junior talent specifically for each clients’ unique work environment. Every project focuses on enablement, not dependency, with a mix of core solutions: Agile and product transformation, strategic staffing, future workforce, compliance remediation, management consulting and training academy.
About RFE
RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing Connecticut-based firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market leading middle market companies. RFE is currently investing out of Fund IX. For more information, please visit www.rfeip.com