Suzi Raftery Herbst

COO

Michael Lehmann

President

Philip Mittleman

CEO and Director

Richard Peake

COO, Operations

10 past transactions

Kognitiv

Convertible Note in 2022
Kognitiv is redefining how consumer loyalty is created and nourished globally. We help our clients sell more, and recognize a higher yield, by crafting smarter loyalty and reward programs using machine learning and data science. We deliver quantifiable and sustainable loyalty gains to the world’s most reputable companies. Our central technology, the Loyalty Capital Network™, brings asset owners and member brands together in a new peer to peer network – unearthing lost value to intelligently match consumer needs and future intentions with a vast collection of capital-intense assets like flights and hotel rooms. Our skills are focused on generating peer to peer marketplaces that serve the best interests of all parties and our efforts continuously amplify the beneficial effects of this new form of value creation. We are the catalyst that will finally make business truly Open, Transparent and Collaborative. Kognitiv is headquartered in Waterloo, Canada, with over 220 team members in Canada (Waterloo, Mississauga, and Toronto), Argentina (La Plata), Austria (Vienna), Hong Kong, India (Bengaluru and Pune), UK (London, Manchester, and Bournemouth) and United States (Charlottesville).

TRADE X

Convertible Note in 2021
TRADE X offers dealers an interactive global automotive trading platform to connect buyers and sellers in an end-to-end trading network. Its platform also offers the purchase of hard-to-obtain vehicles, service trading alternatives, logistics, compliance, and trade finance. The company combines an inventory, distribution system, and accountability systems in a single platform to deliver a safer, faster, and more efficient experience. The company was founded in 2018 and is headquartered in Mississauga, Ontario.

TRADE X

Private Equity Round in 2021
TRADE X offers dealers an interactive global automotive trading platform to connect buyers and sellers in an end-to-end trading network. Its platform also offers the purchase of hard-to-obtain vehicles, service trading alternatives, logistics, compliance, and trade finance. The company combines an inventory, distribution system, and accountability systems in a single platform to deliver a safer, faster, and more efficient experience. The company was founded in 2018 and is headquartered in Mississauga, Ontario.

Air Asia

Post in 2021
Asia's leading airline was established with the dream of making flying possible for everyone. Since 2001, AirAsia has swiftly broken travel norms around the globe and has risen to become the world's best. With a route network that spans through to over 20 countries, AirAsia continues to pave the way for low-cost aviation through our innovative solutions, efficient processes and a passionate approach to business. Together with our associate companies, AirAsia X, Thai AirAsia, Indonesia AirAsia, Philippines' AirAsia Inc and AirAsia Japan , AirAsia is set to take low-cost flying to an all new high with our belief, "Now Everyone Can Fly".

Mittleman Brothers

Acquisition in 2020
Mittleman Brothers is a well-respected value investment adviser that provides discretionary portfolio management to institutional investors and high-net-worth individuals.

Kognitiv

Acquisition in 2020
Kognitiv is redefining how consumer loyalty is created and nourished globally. We help our clients sell more, and recognize a higher yield, by crafting smarter loyalty and reward programs using machine learning and data science. We deliver quantifiable and sustainable loyalty gains to the world’s most reputable companies. Our central technology, the Loyalty Capital Network™, brings asset owners and member brands together in a new peer to peer network – unearthing lost value to intelligently match consumer needs and future intentions with a vast collection of capital-intense assets like flights and hotel rooms. Our skills are focused on generating peer to peer marketplaces that serve the best interests of all parties and our efforts continuously amplify the beneficial effects of this new form of value creation. We are the catalyst that will finally make business truly Open, Transparent and Collaborative. Kognitiv is headquartered in Waterloo, Canada, with over 220 team members in Canada (Waterloo, Mississauga, and Toronto), Argentina (La Plata), Austria (Vienna), Hong Kong, India (Bengaluru and Pune), UK (London, Manchester, and Bournemouth) and United States (Charlottesville).

Cardlytics

Series G in 2017
Cardlytics uses purchase-based intelligence to make marketing more relevant and measurable. They partner with more than 1,500 financial institutions – including Bank of America and PNC – to run their banking rewards programs that promote customer loyalty and deepen banking relationships. In turn, they have a secure view into where and when consumers are spending their money. They use these insights to help marketers identify, reach and influence likely buyers at scale, as well as measure the true sales impact of marketing campaigns. Headquartered in Atlanta, Cardlytics has offices in London, New York, Chicago and San Francisco.

Fractal

Venture Round in 2014
Founded in 2000, Fractal Analytics is a strategic analytics partner to the most admired Fortune 500 companies globally and helps them power every human decision by bringing analytics & AI to the decision-making process. Fractal Analytics has presence across 15 global locations including the United States, UK, Ukraine and India and has been recently featured as a leader on Forrester Wave™: Customer Analytics Service Providers, 2017. Fractal has also been recognized as “Hot Artificial Intelligence (AI)” company by Forbes and a “Cool Vendor” and a “Vendor to watch” by Gartner.

Smart Button

Acquisition in 2013
Smart Button Associates is a web-based marketing platform that provides the technology to implement and manage successful loyalty/rewards programs.

Unata

Seed Round in 2013
Unata powers the future of 1-to-1 omni-commerce for retailers, interconnecting all digital touchpoints including circulars, ecommerce, loyalty programs and beacons through an omni-channel experience that links web, mobile, email and more. Unata’s award-winning platform integrates with a retailer's ERP/POS/loyalty systems and leverages their data with our machine learning recommendation technology to ensure true personalized shopper experiences, thereby increasing customer loyalty and spend.
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