Realized

  • The Lynn II at Country Club

    Description

    Multi-family apartment development adjacent to a previously-developed Phase I apartment complex

    Type

    Development

    Involvement

    Minority equity with other family investors alongside a long-standing real estate partner as lead

  • Ascentium Capital

    Ascentium Capital LLC

    Description

    Leading provider of equipment and technology financing solutions with a unique finance platform, combined with exceptional customer service, providing fast, flexible financing for virtually any business need

    Type

    Start-up and growth capital

    Involvement

    Minority equity with LKCM Capital Group, LLC and other private investors from inception; and upon a recapitalization event in 2011 with Vulcan Capital; Robertson family held one designee to the board for governance

  • Great Northern Midstream LLC

    Description

    Crude oil gathering, transportation & marketing services utilizing self-built pipeline and rail terminal in North Dakota for deliveries to US coastal refining markets

    Type

    Greenfield development

    Involvement

    Day-to-day; governance

  • Stackpole Ltd.

    Description

    OEM of pumps for automobile industry and powdered metal components

    Type

    Buyout

    Involvement

    Passive minority equity via Keen Endeavors, LLC; The Sterling Group-led equity

  • Frac-Chem LLC

    Description

    Distribution of oil & gas well completion materials

    Type

    Growth capital

    Involvement

    Passive minority equity via Keen Endeavors, LLC

  • Richland-Stryker Investment, LLC

    Description

    450 MW of natural gas-fired peaking power generation in PJM (Ohio)

    Type

    Buyout

    Involvement

    Day-to-day; governance