Aequitas Capital Management
Aequitas Capital, founded in 1993 and based in Lake Oswego, Oregon, is an alternative investment management company that specializes in private equity and commercial finance, primarily targeting mid-market sectors, including healthcare, energy, real estate, education, and various industrial services. The firm is known for its disciplined approach to sourcing, structuring, and implementing private credit and equity solutions. Aequitas Capital serves a diverse clientele, predominantly composed of foundations and endowments, positioning itself as a trusted investment partner. The company has managed multiple funds, including direct lending and buyout funds, focusing on opportunities in the commercial services and technology sectors, among others. However, it faced regulatory challenges in 2016 when the Securities and Exchange Commission filed a complaint against several associated entities for alleged violations of federal securities laws.
Empyr, Inc. operates an online to offline advertisement platform that enables publishers and advertisers to track online advertisements leading to offline purchases in real-time. Founded in 2011 and based in San Diego, California, the company specializes in card-linked offers that help retain customers. By leveraging trusted data insights, Empyr provides a diverse portfolio of advertiser-funded offers, allowing advertisers to create tailored promotions aimed at fostering long-term customer loyalty. The platform enhances the connection between advertisers and consumers through everyday purchases, redefining engagement in the advertising space.
MOGL is a restaurant rewards application dedicated to combating hunger in the United States. Members can earn 10% cash-back at thousands of participating restaurants by using a linked credit or debit card for their payments. Shortly after making a purchase, members receive an alert that allows them to donate a portion or the entirety of their cash-back to a local food bank. The app features a Hunger Tracker, enabling users to monitor the impact of their donations in their communities and engage in friendly competition with friends to see who can contribute the most meals. Founded in 2010, MOGL is headquartered in Solana Beach, California.
Private Equity Round in 2015
Gladstone Analytics helps you perfect the art of practice management. Their suite of eValuation Index™ models were developed by the industry’s most prominent thought leaders in response to the significant challenges facing practitioners who are trying to accurately measure their success, plan for succession, and improve the bottom line. We start with comprehensive, technology-driven valuation metrics that go well beyond outdated valuation rules of thumb to measure value where it is truly created: at the client relationship.
Switchboard is a b2b technology licensing business providing tools.
Lifecom company is now AkēLex.The shortfalls in our current healthcare system can only be addressed by focusing on the efficiency, access, consistency, quality and value of the provided services themselves. The best long-term quality improvement and payment strategy is to optimize care delivery methods. Achieving improvements in efficiency, access, consistency, quality and value requires a shift in emphasis from bricks and mortar medicine to a re-distributed model of care that truly is centered around the needs and unique characteristics of the individual. The Individual is the Medical Home. The individual must be able to access knowledge, medical records, diagnostic and management tools, resources etc., anywhere at anytime. He or she must be able to access clinicians and appropriate resources as needed and seamlessly share information with his or her care team as part of a health community. But convenience, connectivity and access to records is not enough because these are dependent upon the knowledge, motivation and time available to individuals and clinicians. This requires a new kind of tool to safely link all these activities together and help all the members of the community make the best decisions. A single tool that actively serves the needs of individuals, care teams, physicians, and health systems. A tool that can be delivered by cell phone, web browser, or desk top depending upon the need. AkēLex (formerly Lifecom) has that tool. We call it the Distributed Analytics, Reasoning and Educational System; DARES.
Private Equity Round in 2014
Freedom Financial Network is a family of companies providing innovative solutions that empower people to live healthier financial lives. For people struggling with debt, Freedom Debt Relief offers a custom program to significantly reduce and resolve what they owe more quickly than they could on their own. FreedomPlus tailors personal loans to each borrower with a level of customer service unmatched in the industry. Bills.com helps homeowners better understand their loan options and make smarter mortgage decisions. Based in San Mateo, California and Tempe, Arizona, FFN employs more than 2,000 people. The company has been voted one of the best places to work in both the San Francisco Bay area and the Phoenix area for several years. In 2016 and 2017, the company was ranked No. 1 in the Extra-Large category of its “Best Places to Work” awards program by the Phoenix Business Journal. The company is included in the Arizona Republic’s “100 Largest Employers in Arizona” list for 2018. Freedom Financial Network (www.freedomfinancialnetwork.com)
Maple Bay Asset Management is an Oregon-based independent fixed-income manager. It's an asset management company specializing in consumer and small business loans. They manage separately managed accounts and private credit funds for institutional investors and high net worth investors seeking absolute return. Maple Bay is a bottom-up, fundamental value investor focused on total return with high margins of safety and low volatility. Maple Bay’s investment process has generated alpha since inception. The firm was founded in 2013, is based in Portland, Oregon, and is 100% employee-owned.
Syncronex, LLC, founded in 1997 and headquartered in Issaquah, Washington, with an additional office in Charlottesville, Virginia, offers technology solutions tailored for publishers and media companies. The company provides a range of services designed to enhance operational efficiency and profitability, including syncAccess, a cloud-based pay meter solution that allows clients to manage their product configurations and customer relationships for both print and digital formats. Other key offerings include Dispatch, which enables management of newspaper re-deliveries via mobile devices, Single Copy for accurate sales data collection from field locations, and Back Office for Distributors, a suite of solutions catering to the needs of periodical and book distributors. Syncronex serves over 80 media companies globally, assisting them in optimizing print operations and transitioning subscribers from print to digital platforms.
Private Equity Round in 2007
Resolute Technology Solutions was founded in 2005 by Rod De Vos and has since transformed into the full-service IT firm it is today. When the wealth management company that Rod worked for as CIO decided to relocate, Rod and his team members made the decision to stay in Winnipeg and start Resolute, a new IT consulting firm.
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