Market Segmentation Report | Private Equity and Family Offices (LMM Only):

ShadowHornet Market Segmentation Report | Private Equity and Family Offices (LMM Only): 

South Carolina, North Carolina, Virginia (Hampton Roads region + Roanoke (only))

68 Private Equity firms and Private Offices in North Carolina, South Carolina, and southern Virginia hold 636 lower-mid market portfolio companies, which exist in these 12 verticals:

Consumer • Industrials • Manufacturing • Business Services • Technology & Software • Healthcare & Life Sciences • Financial Services • Distribution/Logistics • Agriculture • Energy/Utilities • Real Estate • Government Services • Multi-Asset/FO

Contact us for the list of private equity firms in this target market

Verticals and sub-verticals are split in the following manner:

1. Consumer & Retail

• Consumer Products

• Consumer Services

• Food & Beverage

• Pet Products & Services

• Hospitality

• Health & Wellness

• Restaurant & Franchise Systems

• Multi-Unit / Franchising

2. Industrials & Manufacturing

• Industrials

• Industrial Services

• Engineered Products

• Niche / Specialty Manufacturing

• Light Manufacturing

• Materials

• Automotive

• Aerospace

• Outdoor / Marine

• Maritime Industries

• Construction

• Architecture / Engineering

• Fire Protection & Industrial Services

• Manufacturing & Distribution

• Printing / Packaging

3. Technology & Software

• Software

• Enterprise Software

• B2B SaaS

• Vertical SaaS

• AI / Data Science

• Information Services

• Tech-Enabled Services

• Cloud / Innovation Tech

• HR Tech

• Fintech

• GovTech

• Martech

• Workflow Automation

• Communications / Telecom Services

• Space Industry

• Cleantech / Green Tech

4. Healthcare & Life Sciences

• Healthcare Services

• Healthcare IT

• Medical Technology

• Biotechnology

• Pharmaceuticals

• Medical Devices

• Life Sciences

• Diagnostics

5. Business & Professional Services

• Business Services

• Professional Services

• B2B Services

• Advisory / Consulting

• Legal & Estate Planning

• Tax & Accounting

• Trust Services

• Risk Management

• Wealth Management & Financial Advisory

6. Financial Services & Capital Markets

• Financial Services

• Specialty Finance

• Insurance & Benefits

• Investment Management

• Private Equity Secondaries

• Late-Stage Venture / Pre-IPO Shares

• Multi-Asset (Public Markets, Private Credit, Real Assets, Structured Products)

• Wealth Planning & Family Office Services

• Retirement Plans / 401(k)

7. Distribution, Logistics & Supply Chain

• Value-Added Distribution

• Distribution & Logistics

• Transportation & Logistics

• Packaging & Fulfillment

8. Agriculture & Natural Resources

• Agriculture

• AgTech

• Food Systems

• Forestry-adjacent sectors (if implied)

9. Energy & Utilities

• Energy

• Utilities

• Clean / Green Energy

• DER / Grid-Related Technology (implied via utility tech)

10. Real Estate

• REITs

• Real Estate Development

• Commercial & Residential Real Estate

• Construction-Linked Real Estate Services

• Affordable Housing / Governmental Housing

11. Government & Public Sector

• Government Services

• Public Sector Technology / GIS / GovTech

12. Multi-Asset & Family Office Categories

(Not industries per se, but clearly distinct categories referenced in your list)

• Public Markets (global equities, fixed income, ETFs)

• Private Credit

• Real Assets

• Hedge Funds

• Multi-Asset Allocation

• Co-Investments (PE/VC)

• Family Office Administration

The 636 Companies are Listed Below

A

A1 Sewer & Drain ARA  Aauven Therapeutics Aceragen Acclinate Agape Care Group  Acorns Acomhal Research Acorn Actived (Walkabouts) Adovate Agape Care Group Agilix Agolo AgTechInventures Aguapor / Aquipor Aiwyn  Aiwyn  Akamai Alimetry Alloy Allredi Allegion Ventures Altis Biosystems Ambient.ai Americas Swimming Pool Co. (ASP) American Outcomes Management Amulet Pharmaceuticals AmplifiedAg Anduril Animoca Brands Ant Applied StemCell Apprentice APPROVE (KWIPPED) Arcadia Beverage Arcadia Property Services Arctic Wolf Arctos Arden Argenta Armstrong Transport Group Artifact Uprising Artemis Artesian ASA All Asaak Assemble AssetWatch Astroforge Atropos Health Atticus Pharma Auburn Authentic Auto Body AutoCruitment Avant Avatnt Aviatrix Avnet Azurity Axim Geospatial Axim Axiom

B

Babylon Micro-Farms Bacari BallerTV Barnsley Resort Base Barton Watch Bands Baebies Beck Technology Becker’s Healthcare Bellagreen Bend Bioscience (fka CoreRx) BigDot of Happiness BIOS Bizwiz Blue Ridge Maritime Blue Ridge Mountain Rentals BNI Bookelicious Bosscat (formerly PunchListUSA) Boxabl BOOM Fantasy BOOM! Studios Brainlabs BreachRx Brex Bright

Greens BrittleBrittle Brimar Industries, LLC Braskem Bublish Bustle Digital Group

C

CadChat Cafe Patachon California Cryobank Callient Calient Technologies Canela.TV Carbon Carolina Alliance Bank Carolina Foods Carputty Case Case Status Cast-Crete Cavalry CBT Logistics Group Cedar Point Club Cencora Cerillo Certus Cequence Ceto Chamberlain Coffee Chance Legal Checkr CHEKHub Chime Chop Shop Ciqo Circle Media Circ CIH ClarisHealth Coastal Bank & Trust Cafe Patachon Colorcon Complete Basement Systems Compass MSP ConCntric Consolidated Precision Products Corp. Contego Medical, LLC ConvertIT Internet Marketing Coros Covr Coworks Covenant Craneworks Crete United CrewOne Productions Crosslake Technologies Curbio Curion CytoRecovery

D

Darby Datos Insights DART Delee Debut Detrapel Diagnosis Dialpad Diamond Dignify Therapeutics Direct Color Systems Discord Drew Foam Companies Drone Racing League DART Dynamic

E

EarthOptics EDGE Industrial Technologies EdLogics Edsal Manufacturing Elevation Hotel & Spa Elevaris Eleven Sports Elliott Aviation Elysion Ember Emergo Therapeutics Emrgy Engage fi EnviCor Enterprises EnviroTech Services, Inc. Epic Games Equilibrium Energy Era Evolve Exacta Land Surveyors Exabeam Eximis Surgical Expedited Travel

F

Fashivly Farmstead at Long Meadow Ranch Fenris Digital Fibrix Filtration FibroGen Flex Hybrids Flexport Flourish Flow Labs Florida Foundation Authority FM Expressions Foundation Recovery Systems Foundation Repair of Western Colorado Foundation Systems of Michigan Freedom Electronics FTI

G

Gallant Gauzy Geli Genesis Givebacks (MemberHub) Glenn Industrial Group GoHappy GoPivot Gooten Gradient Health Gravitate Greenlight Grunenthal GrowSquares GPS Air

H

Halo Handi Quilter Handoff AI HappyCo Hansa Biopharma Healthycell HelioCampus HemaSource Hedge HelloPackage HqO Hi Tek Data Homewood Suites (Pinehurst) HopDrive Hospira HudsonMX Hylaine

I

Iconic Moments IDEA Fund Partners Independence Materials Group (IMG) Infusd Nutrition Innovative Basement Authority InformedDNA InRule Technology InSight INX InTech Aerospace Interplay Learning Intrepid Mission Driven Solutions Invicta Water Invoy ISAAC

J

Jackpocket Jane Japs-Olson JK Findings Joe Tools JES Evergreen JES Foundation Repair Jumo Health Jupiter Bioventures

K

Kasa Kauffman Engineering Kellogg’s Key Data Dashboard Kin Kiawah Partners KIYATEC KneeVoice KOMO Biosciences Kraken Kuli Kuli

L

Lafayette Instrument Lantana Latchel LawGeex Leghorn Investments Legacy Data Access Legacy Partners Ledge Level.Agency Liberty Safe LinkSquares Liquid Death Local Hive Low Falls Wholesale Nursery Lumata Health Luminoah Luminelle (UVision360) Lupin LMNT

M

M6 Mac Papers + Packaging Mapped Marine Floats Maragame Udon Mattco Forge, Inc. Mattoboard McCorquodale Transfer McKenzie Creative Brands Maybe Med Aditus Medicus Healthcare Solutions Mend Mesoblast MI RNA Michelli Weighing & Measurement Microcall Mileutis Millennia Milsco Minna MinuteMedia Mint House Mojio Monument Advocacy MOXFIVE Mount Valley Foundation Services Mucha Mundi Pharma Munch’s Supply & Marcone My Code MycoTechnology Mycovia Pharmaceuticals Myndlift

N

 Naples Grande Beach Resort Napolese Nav.it National Electronic Alloys National Power National Safety Apparel NaturX Netskope NetBase Quid Neogov (NEOGOV) Nevakar New York Butcher Shoppe NewBridge Bank Niricson Northstar Recycling Company NPI Financial

O

O2X Human Performance Oath Pizza Office Practicum Ohio Basement Authority Ohio Basement Systems Olive Tree People Omni Logistics & Forward Air One Digital Trust One Hour Heating & Air Conditioning OnSight Industries On Target Labs Opus Medical Osborn O.R. Colan Associates Oscilla Power Overstory

P

Pacegenix Paladin Cloud Palmetto Adhesives Palmetto Bluff Palmetto Infusion Services Pando Pandoodle Pano Papa Johns Paradigm Therapeutics PGA National Resort Peroni Personify Petite Chou PetVisor PGA? (already above) Phathom Pharmaceuticals Phinite Phononic Pickle Juice Pierce Piedmont Beverage Company Pindrop Plantd Plantible Plum Print Pointivo Powerhouse Brands Precision Precision AI Predic ProAxion ProctorFree Pro-ficiency Process Barron Prospect Protec… (PROTECT3D) Protera

Q

Quality Automotive Services QMotion Qualtrax Quid? (part of NetBase Quid already counted)

R

Rainbow International Restoration Raleigh Raven RB Fire United ReAlta Life Sciences Redbud Labs Region Rents Reliance Aircraft International Reliance Partners Relativity Rentberry Reveal Revance Revive Superfoods Ripple RoadOne Intermodal Logistics Roadrunner Recycling Roebuck Wholesale Nursery and Landscape Roivant Roofstock Roots Automation RuffleButts Russell Hendrix Foodservice Equipment Rubrik

S

Sabanto Said Differently Samara Aerospace Sanofi Sapience Therapeutics Sawgrass Marriott SC Inn Scalable Systems Scout Seal the Seasons Seafarer Exploration Sebela Pharmaceuticals Inc. Sempre Health Sensory Analytics Servosity Setcom Shark Wheel Sharpen ShipBob Shionogi SignalWire Siffron Siren Snacks Skillsmaker.ai smartShift Socket & IdeaTek Soelect Softdocs Solestra Group South Atlantic Contract Packaging SouthEast Land Management Southeast Land Management Southeast TechInventures Southern Exteriors SpaceX Spiffy SpendHQ Sparus Holdings SPG Sprockets StableDry Services Stacked SteadyMD Steno Stinger Storelli Strata Education Group Strata Information Group Strata Stripe SuperBetter Super Home Services Supermoon Syntis Synergy ECP

T

T-Mobile Targan Tar Heel Basement Systems Teachers of Tomorrow Technical Coating International (TCI) TendoNova Tesseract Tex… skip TextIQ The Cliffs The King and Prince The Liberty Group The Outline Thetford Think Three Wishes Thornhill Therapeutics Thrust Flight Timeplast TMT Touro Treis Blockchain Trilium Trilio Trinity Trio Labs Trudy’s Tranium Group Truvant Tubi Tube Bending Turo Turo? already counted Tux Twilio

U

U.S. Endo Partners UAC Ucan Umbra Unbreak Unearth Unico Universal Diagnostics Unosquare Upshift Urban SDK

V

Valley Valtir Venture Count VergeSense VeriSIM Life VeriSolutions Veson Nautical Vitrek Vizbee Voxel VQ Biomedical VRC Engineered Solutions

W

Wapaca Foundry, Inc. Waverton Wealthbox Wellbox Whimstay WhiteWater III (BANGL) WhiteWater III (Matterhorn) Wilmington Pharmaceuticals Won’t Stop Hospitality Worldwide Express & GlobalTranz Worldwide Produce Wripple

Y

Your Part-Time Controller Yuva Bioscience

Z

Zinnia Zocdoc Zylo Therapeutics