WM

William M. Adams

Partner

Will Adams

Partner

Haley Beck

Investing

DC

Daniel Cohen

Investing

PE

Patrick Eble

Investing

AG

Ajeet Gautam

Investing

TH

Tyler Hoffman

Investment Professional

Billy Maguy

Partner

MM

Matt Moore

Partner

AR

Allison Renner

Investment Professional

Dan Sanner

Partner

AS

April Smith

Investor Relations

Mark Strauch

Partner

DW

Dorothy Walter

Finance

JW

John Wanglin

Investing

GW

Graham Weaver

Partner

JZ

Jacob Zodikoff

Investing

38 past transactions

YouCaring

Acquisition in 2014
YouCaring is a free fundraising website that allows individuals to raise funds for medical expenses, tuition assistance, and mission trips. Since 2011, YouCaring has been the trusted leader in free online crowdfunding, having raised over $800M in support of personal, medical, and charitable causes. With a focus on Compassionate Crowdfunding™, YouCaring believes no one should have to face hardship alone. Unlike other crowdfunding sites, YouCaring does not charge fundraisers a fee and relies on voluntary donations from donors to fund operations. As a Certified B Corporation®, YouCaring is committed to consumer advocacy and advancing social good.

McKissock - Online School

Venture Round in 2004
Trust McKissock’s 100% Education to help you fulfill your education requirements – easily and affordably – with up-to-the-minute courses that make it a pleasure to learn! McKissock has been a leading provider of continuing education for over a decade. At McKissock, you can do more than merely earn re-certification. Here, you will find courses that entertain as well as educate, and also provide practical information you can put to work in your day-to-day practice. McKissock courses consistently delight students.

Houghton Mifflin Harcourt

Acquisition in 2018
Houghton Mifflin Harcourt is a global learning company specialized in pre-K–12 education content, services, and technology solutions. It develops and delivers interactive, results-driven learning solutions that advance teacher effectiveness and student achievement. Through curricula and technology innovation, Houghton Mifflin Harcourt collaborates with school districts, administrators, teachers, parents, and students. The company also publishes an extensive line of reference works and award-winning literature for adults and young readers. Houghton Mifflin Harcourt serves more than 50 million students in over 150 countries worldwide, while its award-winning children’s books, novels, non-fiction, and reference titles are enjoyed by readers throughout the world. The company was founded in 1864 and is headquartered in Boston, M.A.

EcoInteractive

Private Equity Round in 2018
EcoInteractive, their mission is to provide software solutions that tackle the challenges of managing environmental data and that streamline the management of transportation projects. They supply cost-effective and scalable solutions with industry leading performance. They work side-by-side with our clients to customize our software to fit varied business processes and produce innovative solutions that transform data into integrated knowledge.

Lighting By Gregory

Venture Round in 2008
Lighting is Our Passion and We Love what we do!

Escape Technology, Inc.

Private Equity Round in 2017
Escape Technology began in 1985 as a custom application software developer. In 1988, they selected education as the market around which they would build the company. Their mission was to develop state-of-the-art software applications for the business departments of educational organizations.

ARCOM

Acquisition in 2016
ARCOM, the specification experts, exclusively publishes MasterSpec for The American Institute of Architects (AIA) for use by design professionals involved in building projects. ARCOM owns and publishes SpecText® for use by engineers for infrastructure projects, including water and wastewater utilities and equipment. ARCOM also provides extensive product and manufacturer information through cloud-based specification resources, custom manufacturer specifications, and the SpecBuilder Expert platform. ARCOM's innovative specification productivity software tools dramatically simplify specification creation, research, editing, and formatting.

Exym LLC

Venture Round in 2017
Exym LLC is the leading EHR software provider for outpatient mental health clinics in California with over 75 customers and over 5,000 active clinician users. The Exym software simplifies the process of electronic billing (EDI), documenting and managing behavioral health services with intuitive, cost-effective and easy-to-use cloud-based software.

Aspira

Acquisition in 2021
Aspira is a leading provider of cloud-based reservation and licensing technologies to public and private campgrounds as well as federal, state, provincial, and government park and conservation agencies, conveniently connecting them with outdoor adventure seekers from around the world. Aspira also manages ReserveAmerica®, the leading online marketplace for outdoor recreation activities, which guides more than 17 million annual unique visitors in discovering, booking, and navigating park and campground destinations.

Optima Healthcare Solutions

Private Equity Round in 2015
Before 2011, Optima Healthcare Solutions was GiftRAP, a small Southeastern startup with great tools for improving therapy clinic management. Starting with our founding in 1992, we borrowed a bit of West Coast attitude from our Silicon Valley friends and created a unique work culture where disruptive thinking, innovative problem solving, and wonderful geekiness were all equally valued. These characteristics are why we believe more than 7,000 therapy and rehabilitation sites across the country entrust us to deliver leading-edge technology to manage their business.

Evergreen Services Group

Private Equity Round in 2017
Evergreen Services Group is a group of leading IT services companies operated by world-class leadership teams and service professionals. We focus on investing in Managed Service Providers and offer unparalleled resources for long-term and continuous growth.

Risk Management Strategies

Private Equity Round in 2015
Headquartered in La Mesa, CA, RMS offers banks with trust departments and other private fiduciaries a platform to outsource the employment and administration of the caregivers and ancillary house employees that service the beneficiaries of special needs and wealth trusts. The Company does business under the moniker of Trust Employment Administration and Management or TEAM.

Comlinkdata

Private Equity Round in 2018
Comlinkdata is a telecommunication company providing telecom marketing services.

Clubplanet

Venture Round in 2000
Clubplanet is the world's largest nightlife and dance music community and promotions company. With outlets in every club capitol around the world, and business solutions for club owners, promoters and the music industry, Clubplanet is your passport to one of the most desireable audiences around. Clubplanet offers a variety of ways to get involved, both online and offline, from onsite branding and promotional mailings to event sponsorships and custom sites. Their corporate partners include companies such as IBM, Sony Music, Bacardi, Perrier, Finlandia and Vindigo.

Vionic Group LLC

Acquisition in 2012
Vionic Group, LLC manufactures footwear and foot care products that assist in restoring the foot’s natural (neutral) alignment for men and women. It offers sandals, shoes, wedges, and slippers. The company sells its products through its Website, as well as through distributors, retailers, online retailers, and health professionals. The company was founded in 1979 and is based in San Rafael, California with a retail shop in San Francisco, California. As of October 18, 2018, Vionic Group, LLC operates as a subsidiary of Caleres, Inc.

Virtual Hold Technology

Venture Round in 2018
VHT invented Callback and for the last 25 years has been the leading provider of patented Callback technology. Today VHT continues to improve the customer experience with its Mindful Platform. Mindful is a cloud-based, SaaS platform created to integrate Callback technology with voice, text, chatbot, and other platforms to allow seamless transitions between talk and text with customers. Along with digital channels, insight through analytics, measurement, and leveraging automation, we enable more successful relationships between customers and brands. Mindful by VHT utilizes voice and text channels through Callback, SMS messaging and seamless channel transitions to reduce hold time, improve average handle time, and align customer and business model contact preferences.

Optima Healthcare Solutions

Acquisition in 2015
Before 2011, Optima Healthcare Solutions was GiftRAP, a small Southeastern startup with great tools for improving therapy clinic management. Starting with our founding in 1992, we borrowed a bit of West Coast attitude from our Silicon Valley friends and created a unique work culture where disruptive thinking, innovative problem solving, and wonderful geekiness were all equally valued. These characteristics are why we believe more than 7,000 therapy and rehabilitation sites across the country entrust us to deliver leading-edge technology to manage their business.
In 1995, our business began in Lakeland, Florida with two people in a small office. Dedicated to providing cost-effective, meaningful benefit solutions to public-sector employers, these two individuals laid the foundation for an organization that focuses on helping the people who help our community. Currently providing services for over 2,700 clients and close to a million employees nationwide, we pride ourselves on being a people-first company that continually strives to be the most respected retirement and wellness provider in the country.

Ola Electric

Venture Round in 2022
Ola Electric Mobility engages in the leasing of electric cars. It is working with vehicle and battery manufacturers, cities, driver-partners, and the mobility ecosystem to make electric mobility convenient, dependable, and affordable. Ankit Jain and Anand Shah founded Ola Electric Mobility on May 26, 2017. It has its headquarters in Bengaluru in India.

YDesign Group, LLC

Acquisition in 2008
YDesign Group is committed to bringing customers the best in modern and contemporary design. Our seasoned merchandising team searches worldwide for products and partners who share this commitment to great design and an incomparable customer experience.

Cleo Communications, Inc.

Acquisition in 2012
Cleo offers enterprise integration software solutions that are exceptionally easy to install and use. Cleo has solutions for enterprise managed file transfer, network fax, and dynamic interactive voice and text messaging. Powerful, easy-to-use software helps clients secure, manage and consolidate data while meeting the most comprehensive requirements of multiprotocol communications. Cleo VLTrader, the company's flagship managed file transfer solution, helps businesses across numerous vertical industries save money, optimize IT resources, consolidate communications, streamline workflows, control ad hoc communications and meet both SLAs and regulatory compliance mandates. Comprehensive reporting also keeps customers in the know on all of their transactions. With over 35 years of EDI experience and the leader in AS2 communications, Cleo solutions are customer and partner-ready to help move businesses forward today.

PracticePanther

Venture Round in 2018
After interviewing many colleagues and firms, it was evident there was a problem in the industry. Tracking time was complicated. Billing took forever. Chasing customers to pay was a nightmare. Attorneys were afraid of missing a hearing or deadline and getting a bar complaint. They had no time to spend with their families. They needed instant access to their data from any device. And it needed to be secure. So that’s what they set out to do. Using the latest technology, they have been able to make it one of the fastest and easiest websites you’ve ever used. They have a core team of dedicated account managers who actually care about your business and want to hear from you. It’s not uncommon to receive a call from one of their partners. They want your suggestions. They are constantly improving their software on a daily basis so please let us know how they can make your life easier. They have poured their heart and soul into this software and they hope you love it as much as they do.

Great Bay Software, Inc.

Acquisition in 2013
Great Bay Software is a provider of a network discovery and monitoring solutions to enterprise customers across several verticals. Great Bay’s software solutions specialize in enterprise endpoint discovery, profiling, management and support. Headquartered in Dover, NH.

Ingenio

Venture Round in 2021
Ingenio, LLC operates an e-commerce based knowledge exchange platform. The company’s platform supports connecting members in real-time/through appointments to share and monetize information. Its community-based tools, and proprietary web, voice, and mobile technologies help nurture relationships between people for the exchange of information. Ingenio, LLC was formerly known as Keen, Inc. The company was founded in 1999 and is based in San Francisco, California. As of December 10, 2007, Ingenio, LLC operates as a subsidiary of AT&T Inc.

Record360, Inc.

Venture Round in 2018
Record360, Inc. provides an application for renting, loaning, sharing, and documenting property at the time of exchange. It offers Record360, a property inspection and asset condition reporting application that provides real-time visibility of user’s property on various devices. The company’s application also helps individuals and businesses that need proof of a property condition or content. It serves body shops, equipment rental, vehicle rental, car dealerships, shipping, moving, towing, construction, and property management industries. Record360, Inc. was founded in 2011 and is based in Seattle, Washington.

HealthPlus Management Services

Acquisition in 2012
Over their 20-year history, they have a 100% retention rate with their physician-owners. Their model, their people, their expertise and their levels of service and attention to detail deliver a bespoke experience that works at every level. The core of the Health Plus model is clinical autonomy. Your expertise drives the services you offer, the clinicians you choose to hire, the equipment you have, and the patient and payer mix you want to attract. Our expertise wraps around to support your vision with financing, operations, IT, and managerial excellence.

Ingenio

Acquisition in 2013
Ingenio, LLC operates an e-commerce based knowledge exchange platform. The company’s platform supports connecting members in real-time/through appointments to share and monetize information. Its community-based tools, and proprietary web, voice, and mobile technologies help nurture relationships between people for the exchange of information. Ingenio, LLC was formerly known as Keen, Inc. The company was founded in 1999 and is based in San Francisco, California. As of December 10, 2007, Ingenio, LLC operates as a subsidiary of AT&T Inc.

TEAM Services Group

Private Equity Round in 2021
TEAM Services Group provides household employment and home care solutions through family of companies across the United States.

Light Wave Dental Management

Acquisition in 2016
Light Wave Dental Management is a management services partner for top-tier dental offices located in Virginia. Light Wave is creating a better alternative to traditional corporate dentistry for dentists approaching retirement and younger dentists in search of a better way to buy into a successful practice.

Avitru, LLC

Private Equity Round in 2016
From conception to construction, AVITRU empowers architects, engineers, contractors and owners to make better, faster decisions. As the developer of MasterSpec®, the most trusted and comprehensive master guide specification system in the AECO industry, Avitru has leveraged its position in the market to launch a cloud-based software platform that enables the collaborative exchange of expert knowledge to design, build, and operate a better built environment. With some of the most highly regarded experts in the industry, the Avitru team is committed to construct a world where better building leads to better lives.

Innovative Systems INC

Private Equity Round in 2021
Innovative Systems is a telecommunication company offering communication hardware and software solutions.

HealthComp

Acquisition in 2016
Headquartered in Fresno, CA, and incorporated in 1994, HealthComp is a full service TPA providing medical, dental, vision, COBRA and HIPAA services. The Company also provides flexible benefit plans, utilization review, wellness, case management and other medical management services. HealthComp is a leading independent TPA in the country and has over 100 customers with over 200,000 covered lives throughout the United States.

Bill4Time, LLC

Private Equity Round in 2017
Founded in 2006, Broadway Billing Systems (the parent company of Bill4Time) is a Software-as-a-Service (SaaS) provider with offices in New York, NY and Bellevue, WA, offering hosted software solutions for professional service firms. Bill4Time is hosted in a SAS-70 certified data-center on fully redundant systems and is continuously backed up to off-site locations ensuring maximum security and reliability to all of our customer's data.

Beneco Inc.

Acquisition in 2014
Beneco Inc. provides retirement, medical and ancillary, life insurance, and human resource (HR) and compliance solutions to contractors that perform prevailing wage work. The company offers administrative, record keeping, third party administration (TPA), and benefit consulting services. It also owns and operates partner portal, employer portal, and employee portal. The employee portal helps to check balance, change investment or savings rate, and offers financial education on saving, budgeting, and investing. The company was founded in 1987 and is based in Scottsdale, Arizona. As of August 9, 2019, Beneco Inc. operates as a subsidiary of Ascensus, LLC.

Frank Gay Services INC

Acquisition in 2019
Frank Gay Services INC provides plumbing, heating, ventilation, air conditioning, and electrical services. The company was founded in 1976 and is based in Orlando, Florida. As of July 29, 2019, Frank Gay Services INC operates as a subsidiary of Best Electric, Air Conditioning & Plumbing, LLC.

Minute Menu Systems

Private Equity Round in 2017
Minute Menu Systems (minutemenu.com) provides software solutions to meet the business management and Food Program needs of all aspects of the childcare community. Over 100,000 family- and center-based childcare providers use Minute Menu products each month to track and report Child and Adult Care Food Program reimbursement data to sponsors and state agencies. Currently, Minute Menu has nearly 600 sponsors in over 48 states using the Minute Menu HX software to facilitate monthly family provider claims, and more than 6,000 childcare centers using Minute Menu CX. Minute Menu also offers KidKare, an affordable SaaS-based childcare management solution that is specifically designed for family childcare providers.

Northeast Ohio Eye Surgeons, Inc.

Private Equity Round in 2019
Northeast Ohio Eye Surgeons, Inc. provides medical and surgical eye services. The company operates cataract center, laser-assisted in situ keratomileusis (LASIK) center, glaucoma center, cornea center, retina center, family eye care center, and optical center. The company was founded in 1982 and is based in Kent, Ohio with additional offices in Stow and Akron, Ohio. Northeast Ohio Eye Surgeons, Inc. was founded in 1982 and is headquartered in Kent, Ohio.