Our Companies
The Businesses We Steward
Each company in our portfolio runs under its own name, with its own team and culture. We provide capital, operational support, and the kind of long-term ownership that lets great businesses become greater ones.
Portfolio
Companies we hold long-term
Legacy Media
Founded by Thesis · Special situation · Media platform
A media company founded by Thesis Capital as a special situation. Legacy Media operates outside our standard acquisition profile, built from the ground up to create, distribute, and monetize content in underserved categories where we saw a structural opportunity.
The Ridge
Physician-led · Behavioral health · Regional authority
A physician-led behavioral health and addiction treatment center. Category-dominant in its local and regional market with a loyal patient base built over many years.
Cadillac Services
100-year operating history · Puerto Rico-based · Family-owned at acquisition
A leading provider of specialized field services to the energy and industrial sectors. Cadillac has built its reputation across a century of operation on technical expertise, reliability, and crews who show up when it matters.
NEMA Enclosures
Gulf Coast manufacturer · Custom fabrication · 30+ year history
A manufacturer of custom NEMA-rated electrical enclosures serving industrial, utility, and commercial customers. NEMA competes on lead time, custom capability, and the quality of its fabrication team.
Arkarise
International operator · Recurring revenue · Growth platform
A growing business services platform providing essential back-office and operational support to mid-size companies. Arkarise serves clients who need institutional-quality operations without the overhead of building them in-house.
Zibtek
Software development · Web & mobile · National
A custom software development firm delivering web, mobile, and cloud solutions to businesses across industries.
Portfolio Alumni
Companies where we’ve transitioned our stake
These businesses have moved beyond our formal ownership structure, but the relationships and support we provide do not end at closing. We remain advisors, advocates, and partners to the teams we’ve worked alongside.
OnCourse
A software company providing a specialized multi-modal CRM solution for the education industry.
Capella
A specialized technology services company with a software product serving a focused customer base.
Confidential
One of the largest providers of in-home personal skilled nursing in Texas. The company's team of 200+ PT, RN, LVN, and PTA members serves more than 10,000 square miles of the state.
How We Own
What it means to be a Thesis portfolio company
You keep your name
We don't rebrand, consolidate, or roll companies into a bland platform. Every business keeps its identity and its story.
You keep your team
We don't arrive with a playbook of layoffs. The people who built the business are the ones best positioned to grow it.
You get patient capital
No fund clock. No pressure to hit a short-term exit. Resources deployed when they make sense for the business, not when a timeline demands it.
Think your business belongs here?
We’re always looking for exceptional businesses run by people who care about their legacy. Tell us about yours.