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.

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"