CVF to Moderate ACG Event in Sacramento - Driving Value in Middle Market: An M&A Success Story

SACRAMENTO, CALIFORNIA – CVF Capital Partners (“CVF”), a leading lower middle market private equity firm, is pleased to announce that Jose Blanco, our Managing Partner, will be moderating a panel for the ACG SF.

Join us for an evening of networking and valuable learning from industry thought leaders. This insightful panel discussion provides a unique opportunity to uncover the key strategies behind a successful merger and acquisition, featuring perspectives from seasoned business leaders and expert advisors who played pivotal roles in the process.

Gain actionable insights on value creation and leave equipped with fresh ideas to apply to your own business. Whether you’re navigating the complexities of a deal, looking to drive business growth, or eager to connect, this is your chance to gain expert perspectives and expand your professional circle in Sacramento’s thriving business community.

Event Details

Name:

ACG SF | Driving Value in Middle Market: An M&A Success Story, May 2025

When:

May 7, 2025, 4 PM - 7 PM PDT

Where:

Park Tower - Second Floor Conference Room

980 9th Street

Sacramento, CA 95814

United States

Agenda

4:00-5:00 – Arrivals/Networking

5:00-6:00 – Panel

6:00-6:45 – Wrap up/Networking

Registration:

Members: $40 | Non-Members: $50

Please, click the following link to register.

We look forward to seeing you at the event!

About CVF Capital Partners 

CVF Capital Partners ("CVF") is an established investment firm managing capital across an unlevered fund, two Small Business Investment Companies ("SBIC"), and a sidecar fund, having raised $375MM, since 2005, with a strong commitment to lower-middle-income communities and fostering job growth. CVF partners with businesses in sectors with high impact potential, contributing to sustainable business success. To learn more about CVF Capital Partners' investment thesis and track record, please visit https://www.cvfcapitalpartners.com/

CVF Capital Partners Announces Key Promotion

SACRAMENTO, CALIFORNIA – CVF Capital Partners (“CVF”), a leading lower middle market private equity firm, is pleased to announce the promotion of Chris Carleson to Partner.

Chris joined CVF Capital Partners in 2012 and has played a critical role in the firm’s investments across various portfolio companies, including Vista Recreation, Precision Machine and Manufacturing, and Signature Coast . Throughout his tenure at CVF, Chris has demonstrated exceptional leadership and strategic insight, contributing significantly to the firm’s growth and success.

“Chris’s unwavering dedication, deep industry knowledge, and commitment to delivering value to our portfolio companies have been instrumental in driving our success,” said Jose Blanco, Managing Partner. “His promotion to Partner is a testament to his hard work and strategic contributions, and we look forward to his continued impact as we advance our investment initiatives.”

Chris has been integral in executing CVF's investment strategy, focusing on identifying high-potential opportunities and working closely with management teams to drive operational improvements and sustainable growth. His efforts have been pivotal in enhancing value creation and positioning CVF’s portfolio for long-term success.

“We are thrilled to recognize Chris’s outstanding contributions to our firm,” said Jose Blanco. “His promotion reflects our commitment to fostering talent and ensuring that we continue to build on our strong foundation of investment excellence.”

To learn more about Chris Carleson’s promotion and CVF Capital Partners' ongoing commitment to value-driven investing, please visit our website.

CVF Capital Partners Announces Successful Exit of Bonafide through Sale to WellSky

Thousand Oaks, CA – CVF Capital Partners (CVF), a leading investment firm focused on supporting companies in the lower-middle market, is pleased to announce the successful exit of its portfolio company, Bonafide, which has been acquired by WellSky, a leading health and community care technology company. CVF invested both debt and equity to support Bonafide’s growth and expansion over the years alongside our partners, DCA Capital Partners.

Bonafide offers cloud-based ERP SaaS solutions for the back-end infrastructure as well as a patient-facing platform of durable and home medical equipment (DME/HME) businesses CVF originally invested out of its third fund to support the acquisition of S3 in 2022.

The sale to WellSky marks a significant achievement for Bonafide and highlights the dedication and leadership of its executive team, led by CEO Mark Ludwig. Their strategic vision and commitment were instrumental in driving Bonafide’s growth, positioning the company as a leader in its sector and a valuable partner to WellSky.

According to Jose Blanco, CVF’s Managing Partner, “we appreciate the exceptional effort by the Bonafide leadership and DCA Capital Partners to drive the company’s operating results and execute the plan leading to a positive outcome for all stakeholders”.

About CVF Capital Partners

CVF Capital Partners is an established investment firm managing capital across three main funds and a side-car fund having raised $385MM, since 2005 with a strong commitment to lower-middle-income communities and diversity, equity, and inclusion initiatives. With a focus on meaningful growth, CVF partners with businesses in sectors with high impact potential, contributing to sustainable business success. https://www.cvfcapitalpartners.com/ 

For more information contact:

Jose Blanco, Managing Partner

TeL; 530-757-7004 ext. 227

Email: jblanco@cvfcapitalpartners.com