Smart develops software designed to provide a range of pension services, including providing its own pension scheme and developing custom enterprise software for international markets. Their goal is to transform retirement, savings, and financial well-being for people of all ages all over the world.
Private Equity Round in 2022
Planet DDS is the leading provider of cloud-enabled dental software solutions serving over 10,000 practices in North America with over 60,000 users. The company delivers a complete platform of solutions for dental practices, including Denticon Practice Management, Apteryx XVWeb Cloud Imaging, and Legwork Patient Relationship Management. Planet DDS is committed to creating value for its dental practice clients by solving the most urgent challenges facing today’s dental practices in North America. To learn more, visit planetdds.com.
Private Equity Round in 2022
With the Engagedly Platform, organisations can align and motivate their workforce. Features include Manager Feedback, Peer Praise, Idea Generation, Knowledge Sharing/eLearning, rewards, objectives alignment (OKR) & social performance. Engagedly is the most comprehensive tool available to drive Employee Engagement.
Private Equity Round in 2021
VirtusLab is a software development and consulting company that works on web, mobile, reactive, and data processing systems. The company was founded in 2009 and is headquartered in Krakow, Malopolskie.
Five Sigma is a cloud-native, data-driven Claims Management Solution (CMS) with embedded AI/ML capabilities to allow simple and smart claims processing for the insurance industry. Five Sigma simplifies claims management by adding automated claims processing workflows and using data modeling and AI to provide smart recommendations – improving adjusters’ decision-making and reducing errors. Leading insurance carriers, Insurtech, TPAs and Self-Insured companies use Five Sigma's CMS to modernize their claims operations, reduce claims leakage, enhance compliance, and improve their customer experience.
Beginning in 1993, Avera offered eCARE Specialty Clinic services to rural, frontier and critical access hospitals that were part of the Avera Health system. Ten years later, Avera eCARE expanded to provide eCARE ICU, the first 24-hour, on-demand service that allows staff at partner facilities to connect virtually via a video and audio call for immediate assistance from board-certified providers. In addition, Avera eCARE delivered 24/7 access to a wide range of medical specialists and referrals to specialty care for a growing number of underserved populations and communities. Then, in 2009, through a grant from The Leona M. and Harry B. Helmsley Charitable Trust, Avera eCARE launched eCARE Emergency and eCARE Pharmacy for all of Avera’s rural hospitals. Additional funding from the Helmsley Charitable Trust and other sources allowed expansion to over 200 Avera facilities across eight states and the ability to serve partners outside Avera Health. By 2012, Avera eCARE services were available for long-term care and correctional facilities. At Avera eCARE, their telemedicine professionals work together 24/7 in the eHELM, their virtual hospital hub, also created in 2012 with the assistance of the Helmsley Charitable Trust. By staffing their central facility around the clock, their partners and patients benefit from the multidisciplinary collaboration of medical specialists within their telemedicine teams 24/7/365.
SurePoint is a provider of enterprise software that improves workflow and maximizes financial performance and profitability for law firms nationwide. Its distinctive cloud platform integrates client management, practice management, and financial management for powerful relationship-building and knowledge-sharing capability. With a community of more than 100,000 members, SurePoint continues to transform the legal industry by enabling law firms to unlock higher performance, freeing lawyers of administrative burdens so they can spend more time focusing on their clients and their practices.
Private Equity Round in 2021
WEALTH at work is a leading provider of financial education and employee wealth management services in the workplace with an excellent reputation of delivering real results for its clients.
Private Equity Round in 2021
PrimePay is an employee management solutions provider offering a range of integrated payroll and human resources support services. It gives small businesses time back in their day to focus on what matters most by ensuring compliance and exceptional support during the employee lifecycle. The company's service model makes it possible to reduce errors, mitigate risk, and provide customized single-source solutions designed to maximize efficiency at every stage of business growth. PrimePay was founded in 1986 and is headquartered in West Chester, Pennsylvania.
Pledg provides instant financing solutions on e-commerce and in-store sites. Thanks to Pledg, merchants increase their conversion rates, average basket and brand loyalty. Private and professional buyers buy straight away and pay later or in instalments; the merchant, meanwhile, is paid upon ordering. Pledg's solutions are omnichannel, very easy to integrate and have an exceptional acceptance rate thanks to a unique scoring algorithm: - Shared payment: buy as a group - Instalment payment: obtain a payment facility in 2x to 12x instalments without any risk to the merchant - Deferred payment: customers try their items at home without advancing any money and pay 15, 30 or 45 days later for the items they keep Pledg has already conquered >100 large accounts, many of which have +€1 billion turnover.
Pledg provides instant financing solutions on e-commerce and in-store sites. Thanks to Pledg, merchants increase their conversion rates, average basket and brand loyalty. Private and professional buyers buy straight away and pay later or in instalments; the merchant, meanwhile, is paid upon ordering. Pledg's solutions are omnichannel, very easy to integrate and have an exceptional acceptance rate thanks to a unique scoring algorithm: - Shared payment: buy as a group - Instalment payment: obtain a payment facility in 2x to 12x instalments without any risk to the merchant - Deferred payment: customers try their items at home without advancing any money and pay 15, 30 or 45 days later for the items they keep Pledg has already conquered >100 large accounts, many of which have +€1 billion turnover.
Private Equity Round in 2021
ERS Insurance is a market-leading specialist motor insurer based in the United Kingdom.
Private Equity Round in 2021
National Medical Billing Services concentrates strictly on providing revenue cycle outsourcing services for ambulatory surgery centers and their affiliated surgeons. They are a national, award winning company as they have been recognized as a Best Place to Work by Modern Healthcare, Becker’s Healthcare and the St. Louis Post Dispatch. They have also been recognized as one of the top outsourcing companies in the world, in any industry, by the International Association of Outsourcing Professionals and published in Fortune Magazine.
SageView Advisory Group is an investment advisory firm.
Private Equity Round in 2020
Quintes Holding is an independent insurance broker.
Private Equity Round in 2020
Elm Street Technology offers a portfolio of real estate marketing and technology services companies that together provide one vendor, one point of contact, one solution fully fused into one platform to deliver a single source for new leads, client relationship management, and client retention tools for agents, teams and brokerages.
Ontellus empowers insurance carriers, self-insured corporations and law firms to reduce costs, make informed decisions and accelerate claims resolution. As the nation’s largest, privately-held records retrieval provider, Ontellus leverages decades of experience and cutting-edge technology to deliver impactful products and client-centric services within industry-leading turnaround times.
CoAdvantage provides integrated HR solutions that includes payroll processing, benefits, compliance, and human resources administration. An outsourcing partnership with CoAdvantage provides a team of consultants and specialists to manage its users’ payroll processing, benefit administration, risk management, and employee development. From their implementation process based on Six Sigma methodology to the web and mobile technologies, their product offering makes outsourcing HR preserves its users’ time and allows them to focus on company growth. CoAdvantage is a U.S.-based company that was founded in 1997.
Relation Insurance is a premier insurance broker that offers superior risk-management and benefits-consulting services through its family of brands across the U.S. It is ranked by Insurance Journal within the top 45 largest agencies in the country by revenue and has nearly 500 employees in more than 30 locations nationwide.
Private Equity Round in 2018
ClearCourse is a provider of industry-specific software and embedded payment solutions for SMEs and targeted enterprises,
Aspirion Health Resources is a tech-enabled revenue cycle management company helping hospitals navigate less common sources of health coverage.
RIA in a Box is a software as a service (“SaaS”) provider of compliance solutions to the registered investment adviser (“RIA”) industry. Approximately 2,000 RIAs of varying size across the US use the platform to increase compliance workflow efficiency. The Company also offers SaaS-based solutions such as CRM, billing and other operational tools.
BitPay provides enterprise-grade bitcoin payment solutions for businesses and organizations. It offers RESTful API, a bitcoin paymet gateway API; and native payment protocol support, signed payment request, direct payment communication, and BIP 73 support solutions. BitPay also provides Copay, a bitcoin wallet solution with Intel hardware security integration that allows users with hardware-level protection, including private key generation, transaction signing, and private keys. It has a strategic processing relationship with Aliant Payment Systems, Inc. Anthony Gallippi and Stephen Pair founded BitPay on May 1, 2011. It has its headquarters in Atlanta in Georgia.
Private Equity Round in 2018
Armour is a leader in the P&C run-off and headquartered in Bermuda. The business has multiple capabilities including the new re-insurer working with the established asset management and specialist servicing companies. It is a leading provider of capital and services to the global P&C run-off market. Armour specializes in the creation and implementation of run-off solutions, services and acquisitions within the global insurance and reinsurance market place.
OSG is a next-generation business technology partner providing integrated customer communications solutions. OSG offers comprehensive and flexible electronic billing and invoice/statement services, document printing and mailing and a suite of forward-thinking marketing solutions.
As the UK's biggest business insurance broker we offer you a range of tailored business insurance quotes to compare from leading business insurers. Flexible covers include public liability insurance and more. Buy online, and you can be instantly covered with access to your insurance policy documents. As the winner of The Sunday Times Best Companies list 2015, you can rely on us to take the same amount of care when helping you find the right policy. You can call our team on 0333 014 6683.
Wellington is an insurance risk distribution and financial services organization with numerous operating entities conducting business from offices in Fort Worth, Texas. Wellington’s risk distribution business involves specialized underwriting expertise and market knowledge in specialty personal lines of business characteristic of low-severity and short-tailed risks. Wellington’s financial service capabilities are distinguished by many of the largest and most reputable names and regulatory bodies in the insurance and reinsurance industry enabling the highest level of tailored service solutions.
Private Equity Round in 2015
Fenergo is a provider of client onboarding lifecycle management software for corporate, investment and private banks. Established in 2009, its onboarding technologies span front and middle office operations to provide banking clients with an end-to-end client lifecycle management solution that includes compliance and banking process management such as: Onboarding compliance (KYC, CDD, AML, TDSI, MiFID II, FATCA, Dodd-Frank) Legal entity data management Product onboarding Collateral Management Client servicing Credit mitigants & collateral management. Its client base includes some of the world’s leading banks and prime brokerages and its solutions help them to enhance client experience through faster and efficient onboarding, improved client set-up times and a more consistent client onboarding experience. In 2022, Chartis Research recognized Fenergo as the winner in three award categories in the RiskTech100®. Fenergo also climbed four places to number 29 in the industry-renowned ranking of major global players in risk and compliance technology.
Engs Commercial Finance (ECF) is one of the oldest and most respected lenders to the Truck and Trailer industry. Their industry-specific vendor finance programs help dealers and manufacturers sell more equipment and their customer focus helps operators grow their fleet. While other lenders come and go, ECF has been here since 1952, consistently lending and helping their customers expand their businesses – through good times and bad. That commitment to the transportation market continues today and they are very proud to say that EFC has financed over $1 billion in Trucks, Trailers and related transportation equipment for their customers since their humble beginning. They are a financially strong and stable company. Their solid balance sheet and high liquidity profile provide you with peace of mind, knowing that your commercial finance partner is here for the long haul and dedicated to the growth of your business. Their leaders have over 100 years’ combined experience in successfully serving this industry.
Private Equity Round in 2015
Virtus Partners, LLC provides fixed-income Collateral Administrative services and data on structured and non-structured transactions across a broad spectrum of investment vehicles, including Hedge and Private Equity funds, separate accounts, Collateralized Loan Obligations (CLOs), and Total Returns Swaps (TRS). Virtus also provides solutions for fixed-income asset managers looking to outsource their Middle Office requirements. For administrative services requiring a Trustee function, such as CLOs, Virtus has partnered with Citi Agency & Trust to offer a seamless and holistic administrative package.
LenderLive Network, Inc., doing business as LL Network and Mortgage Advisor Network, provides mortgage outsourcing solutions for single-family residential mortgage lenders and servicers in the United States. It enables lender clients to outsource mortgage origination process, including point of sale, loan processing, underwriting, lock desk management, closing, and post-closing. The company also offers outsourced services ranging from loan due-diligence and contract underwriting services to call-center-oriented technology hotline solutions. In addition, LenderLive Network provides settlement services, such as title products, closing, appraisal, flood certificates from multiple providers, and document preparation systems and solutions. Further, the company offers eOriginator, a Website that allows loan officers to take an application with pricing; and OES, a loan-processing application that performs various loan functions. Its clients include banks, credit unions, investment banks, retail lenders, wholesale lenders, mortgage conduits, specialty finance companies, REITs, and loan servicers. LenderLive Network, Inc. was founded in 1996 and is based in Glendale, Colorado.
As an independent reinsurance intermediary, Beach is not beholden to the status quo way of reinsuring a portfolio. Instead, we have a demonstrable track record of creating alternative reinsurance solutions when existing arrangements fail to satisfy our clients' particular needs. Beach has earned a reputation for placing reinsurance programs covering complex and technical books of business, at the best available market terms. At our core is the experience and expertise of the Beach senior management team.
Worley, based in Hammond, Louisiana, is one of the largest independent providers of insurance-adjustment management and services in the United States. Since 1976, Worley has consistently aided in balancing claims, recovering costs and overseeing public relations following natural and man-made environmental events. Worley provides property, auto, personal lines, and casualty claims adjustment and related services to national and regional insurance companies as well as commercial clients and clients in the federal/state government sector.
Private Equity Round in 2013
Tourmalet Advisors offers assistance for managing alternative investments. Along with a hedge fund that focuses on investments in nonperforming mortgages, they manage, invest in, structure, and trade distressed residential mortgage assets.
Equity Insurance Group
Acquisition in 2013
Equity Insurance Group is a specialist motor insurer.
ERS Insurance is a market-leading specialist motor insurer based in the United Kingdom.
First Investors Financial Services is an auto finance company engaged in originating and holding for investment automobile finance receivables and promissory notes originated by franchised automobile dealers or through refinancing transactions with the vehicle owners.
BI-SAM Technologies S.A. provides analytics software, client reporting, and data management solutions to the investment management community. It provides functional and operational solutions; technical architecture solutions; B-One platform for data management, performance, attribution, and risk portfolio analysis, as well as automated fact sheets and institutional client reports production; and analytics suite to calculate performance measurement, equities/balanced attribution, fixed income attribution, risk attribution, and decomposition. The company also offers data management suite, an info-centre for the management of data integration, integrity, storage, extraction, data management, data repository, data mart manager, and application protocol interface Web service phases; and reporting suite to customize and diffuse report builder, report generator, report publisher, and workflow management. In addition, BI-SAM Technologies S.A. provides services, including integration interfaces, data management and controls, calculation and classification settings, customized reports, go live and stepped implementation assistance, technical and business training, and client support; professional services; and training services. Its customers include private banks, asset managers, hedge funds, and family offices. The company has strategic partnerships with Rimes, Business Objects, Altran Switzerland, Fincad, Citisoft, Investit, Bea, Oracle, Sybase, and IBM. BI-SAM Technologies S.A. was incorporated in 2000 and is based in Paris, France with additional offices in Luxemburg, Switzerland, the United Kingdom, the United States, and the Asia-Pacific.
Private Equity Round in 2009
Clear2Pay is an innovative payments technology company focused on delivering globally applicable solutions for secure, timely and streamlined payments processing. Clear2Pay's Open Payment Framework (OPF) enables financial institutions to improve internal payments processing efficiencies whilst at the same time providing their clients with better payment services that are faster, with richer payments related information. Clear2Pay's solutions within the Service- Oriented Architecture (SOA) based Open Payment Framework offer financial institutions the ability to process payments through a centralised payments engine that utilises a library of re-useable business services across all payment types. The bank can thus combine new services models with existing infrastructures, thereby protecting previous investments whilst gradually moving to a more modern efficient payments environment.
Private Equity Round in 2009
TigerRisk Partners is a privately-held reinsurance broker and risk/capital management advisor with a selective list of current and prospective customers. We focus on challenging the status quo where both customers and reinsurance partners benefit from our market knowledge and innovative analytical platform. TigerRisk has attracted a team of experienced experts who assume the role of problem solver, innovator, and sophisticated financial solutions provider. The depth of our resident intellectual capital, market knowledge, and industry relationships enable us to provide unparalleled creativity and service.
Conning & Company was founded in Hartford, Connecticut in 1912, and quickly developed a reputation as an insurance industry and equity specialist, serving the needs of major institutional investors as well as the senior managements of insurance companies.
Private Equity Round in 2009
HedgeServ provides t+0 portfolio reporting, customized risk analytics, middle office services, fund accounting, investor services, regulatory and tax, financial services, and private equity services.
BinckBank is the largest independent Dutch online bank for investors. BinckBank operates as an online bank for investors and savers by offering online financial services provided by its central European IT platform. Under the new strategy ‘Redesign Binck' the company will broaden its services by developing new savings propositions alongside investing services where the customer centric experience remains crucial. BinckBank is listed on Euronext Amsterdam with offices in the Netherlands, Belgium, France, Italy and Spain.