INVESTMENT PARTNERSHIPS

The Parkstone team brings almost five decades of business-building and investment experience across the Healthcare Services, Insurance Services, and Consumer Health & Wellness markets. Partnerships developed at both Parkstone and the partners’ prior firms include a range of entrepreneurial companies from early growth stage to billion-dollar brands. We harness the experience, capabilities, value-added resources, and relationships garnered from these partnerships, in addition to providing capital, to deliver measurable value to every Parkstone investment.

Healthcare Services

Current

Parkview Dental Partners

Parkview Dental Partners (“Parkview”) is a Dental Growth and Management Partnership that was formed in September 2018 to affiliate with BayView Dental Associates (“BayView”), a leading 8-office general and specialty dental practice headquartered in Sarasota, Florida. Since 1987, BayView has provided clinically excellent dental care, under Dr. Ken Liszewski’s leadership, to Florida’s gulf coast population. As a DSO, Parkview’s mission is to support dentists and hygienists to provide exceptional patient care by lifting the daily burdens of practicing such as billing & collections, insurance relations, marketing, accounting and other administration. Parkview is actively seeking additional affiliations with strong clinicians across western Florida.

www.bayviewdental.com

Turnbridge

Turnbridge provides industry leading extended care programs to meet the recovery needs of young adults facing addiction and co-occurring mental health disorders. Based in New Haven, the company’s mission is to positively transform the lives of clients and their families by providing a practical framework for perpetual sober living via integrated behavioral programs and outpatient therapy at its clinical and residential facilities. Turnbridge is a portfolio company of private equity firm North Castle Partners with whom Parkstone is an Advisor.

www.tpaddictiontreatment.com

Prior

Independence Village

Independence Village, acquired by Healthcare REIT (now Welltower), was a provider of senior living homes for families in need of care for their aging loved ones. Independence Village is a leading provider for a continuum of senior care in the Midwest and continues to expand its footprint with additional facilities. Welltower today offers the healthcare infrastructure for improving patient treatment at lower costs, while keeping patients out of the hospital. Recognized for its exceptional network and premier health care real estate portfolio, Welltower’s senior housing includes independent living, assisted living and memory care communities.

www.welltower.com

Atkins

Atkins is a highly acclaimed, scientifically-validated program designed to address critical healthcare concerns surrounding the obesity epidemic and related eating disorders. Based a high-protein, healthy-fat, balanced-carbohydrate regimen, the company’s program provides guidance, tools, and support to almost 10 million clients annually. Under the Atkins umbrella, the company offers Atkins Advantage, Atkins Lift and Atkins Endulge brands which include a full portfolio of program-consistent protein bars and drinks, shakes and frozen meals, available at major retailers and pharmacies nationwide. Atkins became a publicly-listed company in 2017 at a valuation approaching $1 billion.

www.atkins.com

Insurance Services

Current

American Insurance Agencies Direct

American Insurance Agencies Direct (AIA) works with industry leading health and life insurance companies to help clients navigate the complexities of today’s’ insurance market. Through an innovative technology platform, AIA’s objective is to ensure affordable coverage is available – to an individual, group or family. Acting as a trusted advisor, AIA guides clients through the challenges encountered when purchasing insurance. AIA’s award-winning team is knowledgeable, skilled and armed with the latest research, uniting clients with insurance solutions.

www.aiadirectinc.com

Prior

MGA Insurance Group

MGA Insurance Group (MGA), acquired by Arthur J. Gallagher & Co. (AJG) in 2014 and renamed Gallagher Affinity, is an industry leader in program administration and insurance benefits for more than 300 national associations and affinity groups. The firm now services more than 25 million members with a broad and customizable portfolio of professional liability insurance, health benefits, and other affinity products such as life, ancillary health, and business service discounts.

Consumer Health & Wellness

Current

Palladio Beauty

Palladio Beauty markets a full range of high-quality, botanical and vitamin-enriched color cosmetics at an affordable price-point. Palladio’s innovative, high-performing beauty products for the face, eyes, and lips target the signs of aging for all skin types. Multiple award-winning products and an expanded product offering has catapulted Palladio’s distribution from professional-only to include high-end specialty retailers in more than 40 countries. Palladio has recently joined forces with Forever 21 and Zulily, cementing the company as a leader in value cosmetics. Palladio is a portfolio company of private equity firm North Castle Partners with whom Parkstone is an Advisor.

www.palladiobeauty.com

Prior

Mineral Fusion Natural Brands

Mineral Fusion Natural Brands is a leading natural brand of cosmetics and personal care products with an innovative collection of antioxidant-enhanced, mineral-rich cosmetics, hair care, body care, skincare, and nail care products. Mineral Fusion is dedicated to healthy personal care that delivers exceptional performance while free of parabens, gluten, artificial colors, phthalates and other harsh ingredients. The products are distributed nationally at such leading retailers as Whole Foods, Sprouts, CVS, and Amazon. Mineral Fusion was acquired by BWX in 2017.

www.mineralfusion.com

Doctor’s Dermatologic Formula

Born in the practice of a globally-recognized dermatologist, HDS Cosmetics Lab, Inc., (dba “DDF”) is the marketer of doctor-based, ground-breaking cosmeceutical skincare products sold under the Doctor’s Dermatologic Formula brand. DDF focuses on the cause of the skin concern, not only the symptom. DDF offers treatment solutions to help all major skin conditions. DDF skincare formulations provide the proper products and protocols, empowering the client with the tools for healthy, younger-looking skin. DDF was acquired by Procter & Gamble in 2007.

www.ddfskincare.com

Flatout Flatbread

Flatout Flatbread is the preeminent manufacturer of premium flatbreads offering remarkable taste and superior nutrition. The award-winning Flatout continues to be a trailblazer in healthy breads by extending its product line to include wholesome wraps and gluten-free options. With a loyal consumer following, numerous awards and a favorite of healthy magazine editors and bloggers, Flatout continues to rapidly grow in distribution and can be found nationally in grocery, mass, and club stores such as Wal-Mart, Costco, Publix, Kroger, and Safeway. Flatout was acquired by Lancaster Colony in 2015.

www.flatoutbread.com

Naked Juice

A North Castle Partners investment, Naked Juice is a leading brand that produces juices and smoothies with no artificial flavors, added sugar, or preservatives. Naked Juice versions have been produced with a focus on specific health aspects such as digestion, protein and reduced-caloric content.

www.nakedjuice.com