Aequitas Capital Management

Aequitas Capital Management, founded in 1993 and based in Lake Oswego, Oregon, is an alternative investment management company that specializes in Private Credit and Private Equity solutions. The firm leverages its expertise in finance, management, and technology to source, structure, and implement investment opportunities. Aequitas focuses on a diverse range of sectors, including real estate, healthcare, education, financial services, consumer services, media, retail, transportation, and manufacturing. Through its disciplined approach and commitment to innovation, Aequitas aims to provide valuable investment partnerships for individuals and institutions.

Thomas Goila

Senior Managing Director (Private Credit and Private Equity)

Ryan McDonald

Vice President, Private Equity

Brian Rice

Executive Vice President, Partner and President of Wealth Management

9 past transactions

Empyr

Venture Round in 2015
Empyr is a card-linked offer engagement platform for national brands and digital publishers. It powers online-to-offline (O2O) commerce programs for some of the world’s largest tech companies, banks, airlines, hotels, and more. Each year in the US over $3 trillion in offline commerce is being driven by online/mobile, but most of that is not being tracked or monetized, representing a large untapped opportunity. Empyr’s direct integrations with all three leading credit card associations, including Visa and MasterCard, make it possible for online consumers to earn cashback at offline merchants in a frictionless way, simply by paying with a debit or credit card. Referring websites or apps also earn revenue from every purchase, and merchants are able to attribute actual offline sales to specific online marketing campaigns. Empyr’s growing network of partners currently includes Microsoft, LivingSocial, Coupons.com, Swagbucks and over 1,500 other partners. Empyr has raised $35M through it's parent company Mogl and currently has 60 employees.

MOGL

Venture Round in 2015
MOGL is a restaurant rewards app on a mission to end hunger in the US. Members earn 10% cash-back at 1000's of participating restaurants by paying with a linked credit or debit card. Within seconds of paying they will get an alert on their phone giving them the option to donate some or all of the cash-back to a local food bank. Members can track the progress being made in their city using the Hunger Tracker and compete against friends to see who can donate the most meals. MOGL Loyalty Services, Inc. was founded in 2010 and is based in Solana Beach, California.

Gladstone Analytics

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

Acquisition in 2014
Expert network SaaS business - clients including News Corp, McGraw-Hill, Macmillan and Neuehouse. Acquired by Aequitas Capital.

AkēLex

Series A in 2014
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.

Achieve

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

Acquisition in 2014
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

Venture Round in 2007
Since 1997, Syncronex has helped media companies increase profitability. Whether it's optimizing print operations or helping transition print subscribers to digital subscribers, Syncronex delivers efficient print and effective digital solutions for over 80 media companies worldwide. Syncronex is located in Issaquah, WA and Charlottesville, VA.

Resolute Technology Solutions

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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