Sample Investment


Asurion Corp. is the largest global provider of wireless handset insurance and wireless roadside assistance programs. From lost, stolen and damaged wireless handsets to malfunctioning computers or HDTVs, Asurion provides more than 70 million consumers worldwide with best-in-class, next-day device replacement. Asurion also offers data-backup services through wireless carriers in North America, as well as credit protection services through CitiBank.



Penn Warranty

Penn Warranty is the industry leader of service contracts for pre-owned vehicles. It was founded in 1988 by Jeffrey Luizza who recognized a need for a quality, reasonably priced, used vehicle warranty program that would benefit both the consumer and the car dealer. At the time, no companies provided such a service. Through local dealers, Penn Warranty developed and marketed an inexpensive service contract that provides comprehensive coverage for purchasers of pre-owned vehicles.



Powder Mountain

With 7,000 acres of skiable terrain, Powder Mountain is one of North America’s largest ski areas. Ski Magazine readers' survey ranked Powder Mountain #1 in value and #3 for snow quality for the 2009 season. It has been in the top three for value and snow quality for the past three years. Known for its gold medal terrain and excellent natural snow, Powder Mountain is a prime winter and summer destination. Its ski and board season usually lasts from mid-November to mid-April. Although the resort has always welcomed hikers and mountain bikers during the summer months, a 4 X 4 adventure tour was offered for the first time in 2008. The resort offers slopeside accommodations and free shuttle service to most of the lodging in Eden. Powder Mountain is located 19 miles northeast of Ogden and 55 miles north of Salt Lake International Airport.



ServiceSource is the global leader in Service Performance Management. ServiceSource’s mission is to increase service share for leading hardware, software and healthcare technology companies. The company has delivered over $3 billion in revenue to the technology industry and proudly serves a prestigious client list that includes Adobe, Alcatel-Lucent, BEA, Borland and Sun Microsystems. Founded in 1999, ServiceSource is currently a privately-owned company and has been profitable since inception.





Veri-Tax is the premiere provider of verification and fraud management solutions for the mortgage lending and consumer credit industries. As the pioneer of electronic income tax verification, they simplify the lending transaction while providing an unparalleled level of transaction security and fraud prevention. Founded in 1999, Veri-tax was established with the belief that advances in information technology could be utilized to stream-line the retrieval of IRS forms and documents needed to verify borrower loan application information. To that end, Veri-tax became the first company to deliver IRS tax transcripts electronically to lenders nationwide. Using technology as the great equalizer in the financial services industry, Veri-tax has developed a full-suite of high-tech fraud prevention solutions to help lenders better protect themselves including secure 4506-T Processing, TFV Reports™, SSN Verification, Veri-tax Mortgage Fraud Reports™ and Bankruptcy Verification.



M2O invests primarily in service-based businesses, especially those with modest capital intensity. The firm actively seeks established, profitable companies with recurring revenues,...    Read more

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