INVESTMENT PORTFOLIO

Backing healthcare and specialty industrial businesses that build our future.

IPC* INVESTMENTS

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TruTech Servo Motors & Systems

TruTech is a technology leader in the design, engineering, and manufacturing of custom electric motors for use in high-performance applications in the industrial automation and medical end markets.

Industry: Specialty Industrials

PureTech Scientific

PureTech is a leading producer of Glycolic Acid to global consumers in healthcare, industrials, clean & disinfect, and personal care end markets.

Industry: Specialty Industrials

VION Biosciences

VION Biosciences is a best-in-class life science platform delivering market-leading manufacturing and mission-critical chemicals and specialty reagents alongside value-added services to enable scientific discovery, clinical testing, therapeutic development, and innovative solutions.

Industry: Specialty Industrials

Capitol Pain Institute

Capitol Pain Institute is a physician-led multi-state interventional pain management platform providing comprehensive care for patients experiencing chronic pain.

Industry: Healthcare Services

Emergence Health (Urgent Care)

Formed by the merger of ClearChoiceMD and CareWell Urgent Care, Emergence Health is a provider of traditional and pediatric urgent care services, as well as in-house ancillary services including x-ray, lab services, pharmacy, and medication assisted treatment.

Industry: Healthcare Services

Versant Diagnostics

Versant Diagnostics is a leading regional anatomic pathology provider serving the hospital and physician’s office markets.

Industry: Healthcare Services

*The specific Iron Path portfolio companies identified are not representative of the portfolio of a single investment vehicle managed by Iron Path, and it should not be assumed that an investment in such portfolio companies was or will be profitable. Actual holdings of any particular Iron Path investment vehicle will vary, and there is no guarantee that a particular vehicle will hold any of the portfolio companies listed (and no single vehicle shall hold all such companies).

Pre-IPC† INVESTMENTS

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Royal Adhesives & Sealants

Royal Adhesives & Sealants is a manufacturer of commercial and industrial adhesives and sealants for the commercial roofing and other end markets.

Industry: Specialty Industrials

NuSil Technology

NuSil Technology is a leading global manufacturer of biomaterials for the life science industry and engineered performance materials for aerospace, defense and electronics markets.

Industry: Specialty Industrials

Dental Care Alliance

Dental Care Alliance is a multi-branded dental service organization (“DSO”) with a network of 157 offices in eight states and 350+ general and specialty dentists (at the time of exit).

Industry: Healthcare Services

TowncareDental

Towncare Dental is a provider of general and specialty dental services with 50+ locations in Florida (at the time of exit).

Industry: Healthcare Services

VMG Health

VMG Health is a leading provider of regulatory-driven fair market value assessments for business valuation, professional service agreements, capital assets, and real estate within the healthcare industry.

Industry: Healthcare Services

Gelest

Gelest is a leader and innovator in materials science and technology. Gelest designs and manufactures metal-organic compounds for the life science and advanced technology markets.

Industry: Specialty Industrials

PRISM Vision Group

Prism Vision Group is one of the largest retina and general ophthalmology practice management companies in the country.

Industry: Healthcare Services

Compassion-First Pet Hospitals

Compassion-First Pet Hospitals is the largest independent, specialty-focused network of pet hospitals in the United States, with 41 locations across the country (at the time of exit).

Industry: Healthcare Services

Retina Group of Washington

The Retina Group of Washington is a leader in specialized opthamalogy for retina diseases and vitreoretinal surgery in the Virgina, Maryland, and D.C. region.

Industry: Healthcare Services

Boulder Scientific Company

Boulder Scientific is a premier provider of specialty catalysts, organometallic compounds and other specialty chemicals used in plastics, microelectronics, defense and aerospace industries.

Industry: Specialty Industrials

†These investments (the “Pre-IPC Investments”) are portfolio companies of private investment funds advised by other private equity sponsors (inclusive of their affiliates, the “Prior Firms”), at which one or both of Iron Path’s Managing Partners (i.e., Reistetter and Mraz) previously performed investment activities, are used with the permission of such Prior Firm, and do not constitute “track record” information of Iron Path or any Managing Partner for purposes of the U.S. Investment Advisers Act of 1940, as amended. An investment in any fund sponsored by Iron Path does not represent an interest in any Pre-IPC Investment or any other portfolio company of private investment funds sponsored by the Prior Firms. Such Pre-IPC Investments are presented solely to illustrate the investment strategies which were used by the applicable Managing Partner while at such Prior Firm. No claim is made as to the performance of the Pre-ICP Investments by Iron Path, nor that its Managing Partners (or Iron Path itself) were in any way solely or primarily responsible for acquiring, holding, or exiting such Pre-IPC Investments. Other investment professionals (aside from the Managing Partners) at the Prior Firms participated in the investment process regarding such Pre-IPC Investments, including with respect to sourcing, negotiating, monitoring, and realizing such investments. Final investment decisions concerning the Pre-IPC Investments were made by investment committees of the applicable Prior Firm. No Prior Firm or its affiliates will be involved in investment management decisions regarding Iron Path’s funds and/or portfolio companies.

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