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The Roll-Up
Our monthly newsletter featuring firm and portfolio company updates, insights into what we’re seeing in the market, and topics completely unrelated to the private markets.
September 2024
American Heroes
August 2024
Summer Olympics and the Perks of Winning Gold
PortCo Spotlight: Colorado Barricade Expands CO Footprint
Infants & Inflation
July 2024
A Look Back at 1H 2024
June 2024
The Pinehurst Origin Story
ICYMI: Caymus Exits TriplePoint MEP
May 2024
Tiger's latest venture
PortCo Spotlight: Quality Environmental brings on Head of BD
Caymus Equity Adds New Associate, Hayden Crumbley, to Team
April 2024
Patrons Survival Guide to Augusta National
Chris Faux Joins Southern Capital Forum event as Panelist
PortCo Spotlight: OVS Featured in Travel + Leisure
March 2024
Bracketology
PortCo Spotlight: Seneca Resources
The Weathermen of Wallstreet
February 2024
Happy Valentine's Day
PortCo Spotlight: Quality Environmental Services
Two Truths & A Lie: Conference Edition
January 2024
The Iowa Caucus
Team Updates: Drew Minner Promoted to VP, Garrison Hogan to Senior Associate
Lions on the Prowl: Will the Detroit Lions Snap Their 32-Year-Long Loosing Streak?
December 2023
Unpacking Holiday Traditions
PortCo Spotlight: Quality Environmental Services
Christmas Movie Poll
November 2023
Daylight Saving Time
Winners & Losers: Geographic Trends of New Deals
PortCo Spotlight: Overland Vehicle Systems
Will Inflation Spike in 2025 – 2026?
October 2023
Baseball Superstitions
PortCo Spotlight: Colorado Barricade
Bill Belichik on Travis Kelce & Taylor Swift
September 2023
Why We Love College Football
Happy Anniversary to Associate, Jack Raines
Caymus Equity Welcomes Two into the Partnership
PortCo Spotlight: Hospitality Staffing Solutions
August 2023
The Long Strange Trip Comes to an End
Morehouse College Intern, Kamar Montgomery
PortCo Spotlight: TriplePoint
Two Sides of the Same Coin: Should College Athletes Get Paid
July 2023
Happy Birthday America
Tamica Williams Joins Caymus Equity as VP – Finance
PortCo Spotlight: Colorado Barricade
LIV vs. PGA Tour: A Different Perspective
June 2023
Pickleball: The Origin Story
Happy Two Years to Associate, Drew Miner
PortCo Spotlight: Seneca Resources
Economic Outlook: As Basic As Human Nature
May 2023
My Old Kentucky Home
Morehouse College Partnership
PortCo Spotlight: Overland Vehicle Systems
April 2023
A Tradition Unlike Any Other
PortCo Spotlight: PureRED
Looking Back at Past Bank Failures: "The Picture Frame is Worth More Than The Stock"