Bain Capital

Bain Capital, founded in 1984 in Boston, Massachusetts, is a leading multi-asset alternative investment firm with over $95 billion in assets under management. The firm operates business units focused on private equity, public equity, credit, and venture capital across various sectors and industries. Bain Capital has a global team with 19 offices worldwide and more than 950 employees. Through the Bain Capital Community Partnership, the firm supports charitable and nonprofit organizations globally, including the Bain Capital Children’s Charity. Bain Capital Double Impact specializes in impact investing, aiming to build companies that deliver financial returns alongside social and environmental benefits. Bain Capital Life Sciences Fund focuses on buyouts, growth capital, and private equity investments in the life sciences sector, while Bain Capital Specialty Finance, Inc. operates as a business development company specializing in direct loans to middle-market companies.

Bear Albright

MD, Investor Relations

Lisle Albro

Director, Investor Relations, Credit

Ernesto Anguilla

MD

Brad Balter

EVP

Marine Bellanger

Principal

Kyle Betty

MD and Global Head of Bain Capital Credit Investor Relations and Business Development

Riddhi Bhalla

Director; Investor Relations, Credit

Colin Campbell

MD and Head of the Partner Investments Group

Jonah Cashdan

VP

Amit Chandra

MD

Cecilia Chao

MD

Mike Choi

Principal

Todd M. Cook

MD

Will Cozean

Principal

Dan Cummings

MD

Kristen Deftos

SVP, Human Resources

Jacob Donnelly

Principal

Jeff Doran

Director, Investor Relations, Credit

Nicholas Downing

Principal

Eric Erb

MD

Michael Alexander Ewald

MD

Clark Feng

MD

Nick Gattas

VP

Thatcher Gearhart

Director

Andrew Hack

MD

David Hamilton

SVP of Information Technology

Alena Harrison

VP

Ray Hass

EVP

Jim Hildebrandt

MD

Anne Holloway

vice_president

Shintaro Hori

Senior Advisor

Viva Hyatt

MD

Abhiroop Jayanthi

Principal

Andrew Kateiva

MD

Scott Kirk

Partner

Ryuto Kobayashi

MD

Adam Koppel

MD

Ashish Kotecha

MD

Charles Lawson

Principal

Ian K. Loring

MD

Ritika Mahal

VP

Rishi Mandawat

MD

Marc Mander

Director

Vibhu Manya

EVP

Michael McArdle

MD

Michael McCarron

MD

Michael Murphy

MD

Nicholas Onie

VP

Sam Payne

VP

Marlene Wojcik Reynolds

CFO, Brookside

Peter Riehl

MD

Steve Rizoli

VP

Nikki Ruklic

Partner

Serge Walid Sarkis

MD

Matt Sears

VP

Greg Shell

MD

Pavninder Singh

MD

Pawaan Singh

Associate

Peter Spring

MD

Mitchell Stack

MD; Investor Relations, Credit

Masa Suekane

MD

Yuji Sugimoto

MD

Dorothy Sumption

Director, Investor Relations, Credit

Ricky Lijing Sun

MD

Richard Waitumbi

VP

Alex Wang

Director, Investor Relations

Harris Weber

VP

Jurjen Van der Wiel

MD

Steven Wolin

SVP

Ray Xi

VP

Frank Yao

Operating Partner

Amir Zamani

Principal

Jayne Zecha

Partner

Jia Zhu

MD

285 past transactions

Verisure Securitas Direct

Acquisition in 2011
Verisure Securitas Direct system is installed somewhere in the world every 30 seconds.

Baron App, Inc.

Private Placement in 2019
Baron App, Inc., doing business as Cameo, operates a marketplace that enables fans to book a personalized video shout-out from their favorite talent. It offers CAMEO, a marketplace that is used to create personalized and authentic fan experiences though its website and app. Baron App, Inc. was founded in 2017 and is based in Chicago, Illinois.

Italmatch Chemicals

Acquisition in 2018
Italmatch Chemicals majors in the production of phosphorus derivatives, giving it a unique strength and leading position in the international market. Although a relatively small company, compared to its main competitors, Italmatch Chemicals has earned the respect and trust, over a period of years, of such Multinationals leaders in their sectors, with particular regard to lubricant oil additives (L.O.A.), plastic & polymers flame retardant additives (F.R.) and other various industrial applications. The wide sector already encompassed by Italmatch Chemicals is destined to expand even larger thanks to its historical ambition of growth. The ability to combine the reliability of tradition with the opportunities offered by modern technology, implemented by an expert and dynamic management, results in Italmatch Chemical’s unparalleled creativity, competence and Customers satisfaction. By focusing on today’s dynamic world of specialty chemicals and its expanding horizons, Italmatch Chemicals offers advanced and effective solutions based largely, but not exclusively, on phosphorus derivatives. Careful environmental concern stands to witness the Company long term commitment to the market, as the technologically advanced systems adopted in its Spoleto plant stand to prove, with particular respect to the optimisation of environmental impact and increased safety. For these reasons the Company has recently obtained the ISO 14001:2004 Environmental Certification, and is operating according to both an Environmental Management System as well as a Safety Management System, both subject to periodical revisions and audits.

Sustainable Restaurant Group

Private Equity Round in 2018
Sustainable Restaurant Group is a collection of brands that are defining the future of hospitality through a deep commitment to environmental and social change. We make mindful business decisions that connect environmental impact, the prosperity of our team members and purveyors, as well as the enrichment of the communities we live in. We seek opportunities to create new concepts that inspire change by providing an innovative experience that meets the mind and enlivens the spirit.

Medsite

Venture Round in 1999
Medsite is the physician´s home on the Internet. The company, which operates Medsite.com, offers a comprehensive range of user-friendly solutions in the categories of medical ecommerce, medical information, and communication services. Building on its first Internet business, Medsite Books, Medsite has become a healthcare destination site offering an extensive selection of medical books, software, journals and supplies, electronic physician credentialing, the latest medical news, a customizable finance channel and numerous other services, geared towards making your practice click.

Parksons Packaging

Acquisition in 2021
Parksons Packaging Ltd. manufactures and supplies packaging products for fast moving consumer goods, food and beverages, pharmaceutical, electronic, retail, apparels, and other white good industries in India and internationally. It offers folding cartons and litho-laminated cartons. The company was founded in 1996 and is based in Mumbai, India.

Clover Intelligence

Private Placement in 2019
Clover Intelligence, Inc. provides solutions that enable users to implement ROI techniques throughout sales forces. It uses users’ data to provide replicable and trainable techniques to get visibility into calls, teach ROI skills, and track team's progress. The company was incorporated in 2016 and is based in San Francisco, California.

Skylark Holdings Co., Ltd.

Acquisition in 2012
Skylark is one of the largest casual dining restaurant chains, with approximately 3,200 company operated restaurants across multiple brands and formats specializing in Western, Japanese, Italian and Chinese cuisines under the Gusto, Bamiyan, Yumean, Jonathan's, Steak Gusto, Grazie Garden's, Ohashi Café Gusto, Aiya, S Gusto, Totoyamichi, Shabuyo, Karayoshi, Chawan, Tonkara-tei, La Ohana, and Murashi no Mori Coffee brand names.

Big Tex

Acquisition in 2015
Founded in 1982 and based in Mt. Pleasant, TX, Big Tex is the nation’s leading manufacturer and retailer of professional-grade open utility trailers and truck beds. The Company services its network of hundreds of dealers through its footprint of eight facilities through the US. The Company’s Trailer World division is the largest retailer of trailers in the US through a network of over 40 Company-owned retailers. The Company’s Tex Trail division is a leading wholesaler of trailer parts through 12 nationwide distribution facilities.

Hanwha General Chemical Co., Ltd.

Merger/Acquisition in 2018
Hanwha General Chemical Co., Ltd. manufactures and exports purified terephthalic acid (PTA) for polyester industry. The company also offers formic acid for leather and textile fiber processing sector. The company was formerly known as Samsung General Chemicals Co., Ltd. and changed its name to Hanwha General Chemical Co., Ltd. in April 2015. The company was founded in 1974 and is headquartered in Seoul, South Korea. The company also operates additional plants in Ulsan and Daesan, South Korea.

Reonomy

Series D in 2019
Reonomy leverages big data, partnerships, and machine learning to connect the fragmented world of commercial real estate. Reonomy products empower individuals, teams, and companies to unlock insights and discover new opportunities by providing unparalleled access to property intelligence.

Kantar

Acquisition in 2019
Kantar is an insight, information and consultancy network. By uniting the diverse talents of its 13 specialist companies, the group aims to become the pre-eminent provider of compelling and inspirational insights for the global business community. Its 26,500 employees work across 95 countries and across the whole spectrum of research and consultancy disciplines, enabling the group to offer clients business insights at each and every point of the consumer cycle.

Cotopaxi

Series C in 2021
Cotopaxi is a direct-to-consumer, outdoor gear, and apparel company with a social-focused mission of eradicating extreme poverty. Every piece of gear is tied to a humanitarian cause in the world’s poorest countries. Every pack provides between one and three weeks of education to a child, the sale of a water bottle provides six months of clean water and all apparel is tied to health related projects. Cotopaxi's aim is to help the world's poorest of the poor and to provide transparency by showing the exact impact of donations. It was founded in 2014 and headquartered in Salt Lake City, Utah.

By Chloe

Venture Round in 2018
by CHLOE. aims to share delicious, wholesome, plant-based food that fuels and energizes without compromising flavor, taste or satisfaction. Their chef-driven vegan menu features locally-sourced ingredients in their most natural form to create inspired dishes, made 100% by us daily. We are passionate about feeding their customers hearty, nourishing meals made from whole ingredients that can have a positive impact on their overall mind, body and health.

Rocket Software

Acquisition in 2018
Rocket Software, Inc. develops enterprise software solutions. It offers products in the areas of application lifecycle management and development, archive and backup management, business intelligence and analytics, data migration, data virtualization, DBMS and application servers, enterprise performance management, enterprise search and text analytics, mainframe, modernization, network management, supply chain integration, and terminal emulation solutions; and platform to support Python programming language. The company also provides training and professional services. It serves automotive, communications, distribution, education, energy and utilities, financial and banking, government and nonprofit, healthcare, hospitality and travel, housing and construction, HR management, industrial and manufacturing, insurance, legal, retail, technology, and transportation industries worldwide. Rocket Software, Inc. was founded in 1990 and is based in Waltham, Massachusetts. It has locations in North America, Europe, and the Asia/Pacific.

Attivo Networks, Inc.

Series C in 2019
Attivo Networks provides required visibility and actionable, substantiated alerts to detect, isolate, and defend against cyber attacks. Attivo Networks, the leader in deception technology, provides accurate in-network threat detection, analysis, and accelerated response to advanced, credential, insider, and ransomware attacks. The Attivo Deception and Response Platform provide continuous visibility and efficient threat management for user networks, data centers, cloud, branch, IoT, ICS-SCADA, and POS environments. Camouflage dynamic deception sets high-interaction traps to misdirect and lure attackers into revealing themselves. The solution’s advanced attack analysis and lateral movement tracking automate investigation, deliver evidence-based alerts, and in-depth forensic reports. Incident response is simplified with ThreatOps™ playbooks and 3rd party integrations for automated attack blocking, quarantine, and threat hunting.

When I Work

Private Equity Round in 2021
When I Work is an employee scheduling and communication app using the web, mobile apps, text messaging, social media, and email. The program provides a powerful tool for employers to communicate with employees and ensure schedules are properly communicated. It is a developer of a human resource management platform designed to create transformative, simple products that help hourly employees and managers work better together. Founded in 2010, it improves operational efficiency, drive employee accountability via self-service, and control labor costs.

RentoMojo

Series C in 2019
RentoMojo is an online furniture rental platform that was incorporated in November 2014.It currently operates in Bangalore, Pune, Mumbai, Hyderabad, Chennai, Delhi, Gurgaon and Noida. RentoMojo was founded by Geetansh Bamania, an ex-IITM, in November 2014 in India. Like many other young working professionals, he was living in rented apartments, working long hours and found it inconvenient to equip the house with furniture when he moved. RentoMojo was developed to provide an alternative to buying and selling furniture in rental properties.

Invoke Solutions

Venture Round in 2011
Invoke Solutions offers real-time online research services that offer fast, usable insights for their clients. Invoke Solutions products are used by companies including Microsoft, Washington Mutual, Conagra, Dell, erBay, Verizon, and Nestle to conduct better, faster, brand, communications, and product research in the US and globally. Their Engage online and mobile applications enable clients and partners to blend qualitative and quantitative real-time research. (Source: [Invoke Solutions](http://www.invoke.com))

Netfish Technologies

Venture Round in 2000
Netfish Technologies offers internet-enabled companies with XML-based B2B process collaboration solutions. It offers business process automation solutions for procurement, order fulfillment, billing, payment, and more. Netfish Technologies offers tools to integrate enterprise applications and data to enable the exchange of business information. Netfish Technologies was founded in 1997 and is based in Santa Clara, California.

Arcutis Biotherapeutics

Series B in 2018
Arcutis Biotherapeutics is a privately held clinical-stage biopharmaceutical company focused on developing and commercializing treatments for unmet needs in immune-mediated dermatological diseases and conditions, or immuno-dermatology.

Asatsu DK

Acquisition in 2017
Asatsu-DK Inc., is a Japanese advertising agency. It offers online media planning and buying, interactive campaign planning and operation, campaign planning and operation, production and research, consulting, and interactive/digital media business development services. The company is headquartered in the Toranomon Hills building complex in Minato, Tokyo.

AdReady

Series C in 2010
AdReady, a division of CPXi, provides a complete end-to-end programmatic display platform combining the efficiency and hyper targeting of programmatic display with compelling, scalable creative executions in order to deliver on the promise of true Programmatic Creative. AdReady clients put more media dollars to work in more campaigns than any other platform maximizing marketing budgets and return on investment. AdReady, backed by the scale of CPXi, partners with the leading demand sources, the largest display publishers and the most innovative data providers to bring display advertising within reach of all marketers, agencies and publishers.

Moov Financial, Inc.

Series A in 2020
Moov is rebuilding banking infrastructure for a cloud-native world without any legacy technology dependencies. Moov’s banking-as-a-service platform takes a developer-first approach of being open-source, portable to cloud providers or on-premises, modular for customization, and decoupled from any single bank program. Their protocols offer the first de facto standard for embedded payment infrastructure offered publicly. Moov was established in 2017 and is based in Cedar Falls, Iowa, United States.

HookMedia

Series B in 2000
HookMedia offers a range of Internet marketing services including the planning, placement and optimization of interactive media, proprietary reporting, analysis and database services.

ConvenientMD LLC

Private Equity Round in 2021
ConvenientMD Urgent Care offers convenient access to high-quality medical care, at the most affordable rates around. Patients can just walk in, without making an appointment, from 8 am to 8 pm, seven days a week. Patients are typically in and out in under 1 hour and there is always a full medical team on site. The center has friendly staff who provide world-class customer service with state-of-the-art medical equipment, including digital x-ray, lab, EKG, and IV equipment. ConvenientMD’s expert medical team is ready and equipped to treat a broad range of injuries and illness. ConvenientMD has NH locations in Bedford, Concord, Dover, Exeter, Keene, Merrimack, Nashua, Portsmouth, and Windham. Maine locations include Westbrook and Portland, with additional locations opening throughout New England.

Asia Pacific Medical Group

Acquisition in 2016
Asia Pacific Medical Group Limited operates hospitals and healthcare clinics that provide medical services to patients in China, South East Asia, and internationally. It provides gamma-knife treatment procedures; neurology and neurosurgery services; non-invasive cosmetic dermatology and plastic surgery services; and intensity modulated radiation therapy services for treating tumors of various locations, including brain tumors, head and neck tumors, lung cancer, esophagus cancer, breast cancer, hepatic cancer, pancreas cancer, prostate cancer, etc. The company was founded in 1992 and is based in Causeway Bay, Hong Kong.

GreenLight Fund

Private Equity Round in 2021
GreenLight Fund
Himadri Speciality Chemical Ltd. is an established brand with a strong proven track record in the speciality chemicals business. It is listed in BSE and NSE. The Company specializes in developing innovative products with emphasis on R&D and focus on maximum utilization of resources. Globally, HSCL is amongst the few completely integrated speciality carbon companies leveraging on its deep knowledge of one of the most versatile substances - Carbon. Over the years, with its core products and value-added by-products, the Company has established itself as one of the world’s most extensive value chains in the Carbon segment. The Company is India’s leading and ONLY vertically-integrated specialty Carbon Corporation, being the largest producer of coal tar pitch in India with ~70% market share catering to requirements of Indian graphite and Aluminium industries.

Atento Brasil S.A.

Acquisition in 2012
At Atento, is passionate about the customer experience. Every day they connect more than 500 million consumers with leading brands across 14 countries, helping blue-chip companies meet increasing consumer needs while improving business efficiency. They do so by delivering a differentiated customer experience that generates value for consumers and companies through their unique blend of people, solutions and channels. Atento stands as the leading provider of customer relations services and solutions in Latin America and ranks among the top three worldwide. Their strong operational presence in Latin America and Spain allows us to support clients in their local markets and to provide a leading nearshore solution to companies in the US. They have developed long-lasting client relationships thanks to their deep understanding of the sectors and cultural environments where companies operate. As a result, they provide unique insights into their clients' businesses, operations and consumer needs, helping Atento to become the trusted partner in meeting increasing consumer expectations for companies around the world. Their motivated team of over 160,000 employees is a key enabler for their business model and a core competitive advantage. This is reflected in Atento's position as the only CRM/BPO firm among the top 25 companies to work for in the world, according to Great Place to Work Institute's ranking of the World's Best Multinational Workplaces.

iWon

Private Equity Round in 2000
iWon is a CBS-backed destination portal that combines search, content, and functionality.

Daymon Worldwide

Acquisition in 2017
Daymon WorldwideWith a foundation of more than 40 years of experience, today Daymon is the global leader in consumables retailing.As a global company operating on six continents, we bring an enterprise-wide window to the world and real-time experience that is surpassed by none. Our ability to translate this experience into unique and customized strategies is the engine that drives increased sales and share, in collaboration with our retail customers and supplier partners. Our network of more than 39,000 talented associates deliver targeted solutions grounded in actionable insights.The companies of Daymon Worldwide provide end-to-end retail services focused on: Private Brand Development Strategy & Branding Sourcing & Logistics Retail Services Consumer Experience Marketing

Tengion

Series C in 2007
Tengion, a clinical-stage biotechnology company, is a leader in developing neo-organs and neo-tissues, currently derived from a patient's own (autologous) cells. The Company has completed two Phase 2 human clinical trial in the United States with its Tengion Neo-Bladder Augment for children with neurogenic bladder due to spina bifida and in adults with neurogenic bladder due to spinal cord injury. A successful academic human clinical experience with a urinary Neo-Bladder Augment was reported in The Lancet in April 2006 by investigators from the Children's Hospital Boston. Tengion has an effective investigational new drug application (IND) for its Neo-Urinary Conduit and expects to begin a Phase 1 clinical trial in the first half of 2010 in bladder cancer patients requiring bladder removal.

TeachTown Inc.

Private Equity Round in 2021
TeachTown, Inc., an education company, develops computer aided instruction and new media products. It offers autism software and video modeling-based programs. The company provides TeachTown Basics, a computer-assisted instructional program that allows engaging on computer lessons along with motivational off computer activities for students. The company’s automatic data tracking and reporting system allows teachers to allot time for individual attention with their students, as well as enables them to address early learning standards and individualized education plan goals. It serves schools, families, and clinicians serving students with autism and other special needs. The company was founded in 2003 and is based in Los Angeles, Washington.

ProfitLogic

Series B in 2000
ProfitLogic engages in the development and marketing of retail profit optimization software solutions. It offers retail profit optimization, price optimization, and inventory planning software solutions for all retail verticals, which include assortment and allocation, pricing, in-season inventory management, promotions and marketing, and performance assessment and management solutions. The company provides applications to help retailers make profitable allocation, planning, and pricing decisions; and a marketer of profit optimizations systems. ProfitLogic, Inc. was formerly known as Technology Strategy, Inc. (TSI). The company was founded in 1983 and is based in Cambridge, Massachusetts.

Socar

Series A in 2014
Socar is a Korean eco-friendly car sharing community that allows travelers to share cars with others who are traveling the same route. Socar has raised an $18 million round of funding in 2015 which was one of the highest funding deals for a South Korean startup to date. Most notably, it was led by a US investor: Bain Capital, a private investment firm with $80 billion in assets under management. Socar was founded in March 2012, and it has a website and smartphone apps that let users book cars for their own use. Service has over 1,700,000 registered users, 50,000 of whom use the service each month. Around 80,000 transactions per month — that’s more than one car booking each 30 seconds.

AcceleCare Wound Centers

Venture Round in 2007
Based near Seattle, Washington, Accelecare Wound Centers® is a comprehensive wound care and disease management company. Accelecare provides full service wound management solutions to hospitals and related health care organizations across the United States. Accelecare offers state of the art Advanced Wound Centers staffed with trained physicians, nurses, and specialized technicians providing efficacious and cost effective wound treatments ensuring positive outcomes. The company’s mission is centered around partnering with hospitals in order to provide caring services for patients with the highest level of clinical excellence.

HealthDrive Corporation

Acquisition in 2019
HealthDrive was founded in 1989 by medical professionals who saw the need for a higher level of on-site medical and dental services in long-term care facilities. Their founders began assembling specialty doctors, skilled providers and practitioners who were rated to be the best in their field. Since then, HealthDrive has grown to employ 120 medical and dental providers in over 1,000 facilities, serving more than 135,000 senior living residents around the nation. They understand the critical importance of good health and how it leads to a better quality of life. Their highly skilled on-site medical service providers not only deliver proactive healthcare to seniors in long-term care facilities, but deliver those services with the utmost care and empathy. HealthDrive provides long-term care residents with dental, optometry, podiatry and audiology services where they reside, bringing services to senior living facilities who partner with us. Learn more about what makes us a leading provider:

Consolis SAS

Acquisition in 2017
Consolis manufactures concrete products for residential and non-residential construction and also for infrastructure projects such as the construction of bridges or sewers.

Dealtime.com

Series C in 2000
DealTime.com is a service of eBay Commerce Network, a leading provider of comparison shopping services. DealTime is an easy-to-use comparison shopping tool that makes it simple to find the right product at the right price. Dealtime focuses on finding great deals on sale to be sure to always find the best deal from thousands of online stores. They work with top brands and stores such as eBay, Macy's, Target, and Canon. As ecommerce evolves, sellers and buyers are increasingly sophisticated and adventurous, demanding more choice. Consumers want the widest range of products and stores, along with the information and data necessary to navigate those choices efficiently. Merchants demand exposure to the ever-expanding, global population of shoppers. DealTime's mission is to help consumers anywhere use the power of information to find, compare and buy anything! DealTime.com is a service of eBay Commerce Network, part of eBay Inc., a company incorporated in the United States with offices at 2145 Hamilton Avenue, San Jose, CA 95125 USA

Tengion

Series B in 2006
Tengion, a clinical-stage biotechnology company, is a leader in developing neo-organs and neo-tissues, currently derived from a patient's own (autologous) cells. The Company has completed two Phase 2 human clinical trial in the United States with its Tengion Neo-Bladder Augment for children with neurogenic bladder due to spina bifida and in adults with neurogenic bladder due to spinal cord injury. A successful academic human clinical experience with a urinary Neo-Bladder Augment was reported in The Lancet in April 2006 by investigators from the Children's Hospital Boston. Tengion has an effective investigational new drug application (IND) for its Neo-Urinary Conduit and expects to begin a Phase 1 clinical trial in the first half of 2010 in bladder cancer patients requiring bladder removal.

Evident.io, Inc.

Series C in 2017
As of March 26, 2018, Evident.io, Inc. was acquired by Palo Alto Networks, Inc. Evident.io, Inc. develops and offers a software platform for enterprise security management. The company offers cloud security services, including resource visibility, vulnerability assessment, and notifications and alerting; risk and compliance services; and Amazon Web services. Evident.io, Inc. was incorporated in 2013 and is based in Pleasanton, California.

SevOne

Series B in 2013
Provides infrastructure performance monitoring solutions for customers worldwide

Fedrigoni Papers

Acquisition in 2018
Since its foundation in 1888, Fedrigoni has specialised in fine paper for printing, editing, labels, bookbinding, packaging and paper products. While this remains very much at the heart of the business, the company continually creates new paper processes and technologies that satisfy the ever-changing aesthetic and technical demands of the market. Thanks to an advanced logistics system benefiting from 11 warehouse branches in Italy and seven abroad, Fedrigoni builds strong relationships with customers and provides them with highly tailored services, with very fast turnaround times. By collaborating closely with customers, Fedrigoni creates specially customised paper products along with the 2,500 standard items that are always in stock.

Carson Group

Private Equity Round in 2021
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.

Diversey, Inc.

Acquisition in 2017
Diversey, Inc. is a leading global provider of cleaning and hygiene solutions to the institutional marketplace, serving customers in the lodging, food service, retail, health care, food and beverage sectors, as well as building service contractors worldwide. Diversey is proud of its capabilities to deliver to its customers and their employees superior and sustainable cleaning, sanitization and hygiene solutions. The company has a platform to showcase the passion of its people for providing a cleaner, healthier future for generations to come.

Justworks

Series D in 2018
Justworks is an online platform that handles the payroll and payments procedure, benefits facilities, and compliance issues of its users. It aims to simplify businesses' back-office complexities. The company combined a simple platform and exceptional 24/7 customer service with the power of a PEO, so all teams have more time to focus on what matters. Founded in 2012, Justworks is headquartered in New York.

Socar

Series B in 2015
Socar is a Korean eco-friendly car sharing community that allows travelers to share cars with others who are traveling the same route. Socar has raised an $18 million round of funding in 2015 which was one of the highest funding deals for a South Korean startup to date. Most notably, it was led by a US investor: Bain Capital, a private investment firm with $80 billion in assets under management. Socar was founded in March 2012, and it has a website and smartphone apps that let users book cars for their own use. Service has over 1,700,000 registered users, 50,000 of whom use the service each month. Around 80,000 transactions per month — that’s more than one car booking each 30 seconds.
Bright Horizons Family Solutions® is a leading provider of early education and preschools, employer-sponsored child care, back-up care, educational advisory services and other work/life solutions. They strive to: - Nurture each child’s unique qualities and potential - Support families through strong partnerships - Collaborate with employers to build family-friendly workplaces - Create a work environment that encourages professionalism, growth, and diversity - Grow a financially strong organization

RentoMojo

Venture Round in 2021
RentoMojo is an online furniture rental platform that was incorporated in November 2014.It currently operates in Bangalore, Pune, Mumbai, Hyderabad, Chennai, Delhi, Gurgaon and Noida. RentoMojo was founded by Geetansh Bamania, an ex-IITM, in November 2014 in India. Like many other young working professionals, he was living in rented apartments, working long hours and found it inconvenient to equip the house with furniture when he moved. RentoMojo was developed to provide an alternative to buying and selling furniture in rental properties.

FreeWill

Series B in 2022
FreeWill is an online service that provides legal forms and legal information. FreeWill is an award-winning social venture founded by graduate students at Stanford University in 2016, with the help and support of many of the world’s leading experts in law, design, and philanthropy. The company is making estate planning warm, accessible, and totally free – so that you can more easily care for the people and causes you love.
X4 Pharmaceuticals a clinical-stage oncology company developing best-in-class oral small molecule CXCR4 antagonists for the treatment. The company is developing two unique programs such as drug candidate, X4P-001, has clinical experience in over 70 subjects, and is advancing into Phase 1/2 trials in refractory clear cell renal cell carcinoma (ccRCC) and refractory epithelial ovarian cancer (EOC), the second program, X4P-002, is a unique series of late lead molecules that penetrate the blood-brain barrier. They will pursue early clinical development in glioblastoma multiforme (GBM), a rare form of lethal brain cancer, for the X4P-002 program. X4 Pharmaceuticals was founded in 2014 and is based in Cambridge, Massachusetts, United States.

Freenome, Inc.

Private Placement in 2020
Freenome, Inc., is an artificial intelligence (AI) genomics biotech company. The company develops and provides a medical arti?cial intelligence platform for early detection of cancer. It develops blood tests for early-cancer screening and treatment selection. The company also provides clinical research services. Freenome, Inc. was founded in 2014 and is based in South San Francisco, California.

Annexon, Inc.

Private Placement in 2018
Annexon, Inc., a clinical-stage biopharmaceutical company, discovers and develops therapeutics for autoimmune and neurodegenerative diseases. It focuses on the treatment of body, brain, and eye disorders. The company’s C1q is an initiating molecule of the classical complement pathway that targets distinct disease processes, such as antibody-mediated autoimmune disease and complement-mediated neurodegeneration. Its product candidates include ANX005, which has completed Phase 1b clinical trials to treat patients with guillain- barré syndrome; and ANX007, which has completed Phase 1b clinical trials to treat patients with glaucoma. The company’s candidates also comprise ANX005 that has completed preclinical trials to treat patients with warm autoimmune hemolytic anemia, Huntington's disease, and amyotrophic lateral sclerosis; ANX007, which has completed preclinical trials for the treatment of geographic atrophy; and ANX009 that has completed preclinical trials for the treatment of systemic autoimmune diseases. The company was founded in 2011 and is headquartered in South San Francisco, California.

Annexon, Inc.

Series C in 2018
Annexon, Inc., a clinical-stage biopharmaceutical company, discovers and develops therapeutics for autoimmune and neurodegenerative diseases. It focuses on the treatment of body, brain, and eye disorders. The company’s C1q is an initiating molecule of the classical complement pathway that targets distinct disease processes, such as antibody-mediated autoimmune disease and complement-mediated neurodegeneration. Its product candidates include ANX005, which has completed Phase 1b clinical trials to treat patients with guillain- barré syndrome; and ANX007, which has completed Phase 1b clinical trials to treat patients with glaucoma. The company’s candidates also comprise ANX005 that has completed preclinical trials to treat patients with warm autoimmune hemolytic anemia, Huntington's disease, and amyotrophic lateral sclerosis; ANX007, which has completed preclinical trials for the treatment of geographic atrophy; and ANX009 that has completed preclinical trials for the treatment of systemic autoimmune diseases. The company was founded in 2011 and is headquartered in South San Francisco, California.

Kymera Therapeutics

Private Placement in 2020
Kymera Therapeutics, Inc., a biopharmaceutical company, focuses on discovering and developing novel small molecule therapeutics that selectively degrade disease-causing proteins by harnessing the body’s own natural protein degradation system. It engages in developing IRAK4 program for the treatment of immunology-inflammation diseases, including hidradenitis suppurativa, atopic dermatitis, and rheumatoid arthritis; IRAKIMiD program to treat MYD88-mutated diffuse large B cell lymphoma; and STAT3 program for the treatment of hematologic malignancies and solid tumors, as well as autoimmune diseases. The company was founded in 2015 and is headquartered in Watertown, Massachusetts.

Viewpoint, Inc.

Secondary Market in 2014
Viewpoint is the global provider of integrated software solutions for the construction industry. We are trusted by nearly 8,000 customers to connect their office, team and field operations, improving project profitability, enhancing productivity, and effectively collaborating across the broad construction ecosystem. Our innovations transform construction by aligning financial and HR systems, project management tools, and mobile field solutions to minimize risk and increase efficiency.

Hand in Hand Soap

Funding Round in 2021
Founded in 2011 by husband-and-wife team Bill Glaab and Courtney Apple, Hand in Hand is a mission-driven personal care brand with a robust Give Back program that aims to save lives through access to good hygiene and clean water. For every product purchased, Hand in Hand donates a bar of soap and clean water to a child in need. Over the past 10 years, the Company has donated over 13 million bars of soap and provided thousands with access to clean water. Hand in Hand also takes a leading position on sustainability that includes a unique, industry-leading, and portfolio-wide commitment to making only palm oil free products, and to educating consumers on the devastating environmental impacts and human rights abuses in the palm oil industry.

Cerevel Therapeutics Holdings, Inc.

Private Equity Round in 2018
Cerevel (www.cerevel.com) is a biopharmaceutical company focused on developing drug candidates to treat disorders of the central nervous system (CNS). The company has a portfolio of pre-commercial neuroscience assets, which include three clinical-stage compounds and several pre-clinical compounds designed to target a broad range of CNS disorders including Parkinson’s, Alzheimer’s, epilepsy, schizophrenia and addiction. Headquartered in the Greater Boston area, Cerevel was formed in 2018 through a partnership between Bain Capital and Pfizer.

Vention

Private Placement in 2019
Vention Inc. operates a cloud platform to design and order custom machines. The company provides 3D Machine Builder, a cloud based assembly software; MachineMotion that allows automation specialists and first timers to automate their design; and T-slot aluminum extrusion systems for precision and rigidity. Its products and services allow mechanical designers to design, order, and share their custom machines directly from web browsers. The company was founded in 2016 and is headquartered in Montreal, Canada.

Spacemesh

Private Placement in 2018
Spacemesh is a fair blockmesh operating system designed to run general-purpose smart contracts at web-scale. It is powered by a novel consensus protocol that is secure, proof of work free and highly incentive-compatible. Spacemesh is designed to create a highly-decentralized p2p blockchain computer formed by individuals from around the globe running Spacemesh on their desktop PCs at home. Spacemesh is as a free open source software that aims to become a core Internet protocol for blockchain computation.

Annexon, Inc.

Private Placement in 2020
Annexon, Inc., a clinical-stage biopharmaceutical company, discovers and develops therapeutics for autoimmune and neurodegenerative diseases. It focuses on the treatment of body, brain, and eye disorders. The company’s C1q is an initiating molecule of the classical complement pathway that targets distinct disease processes, such as antibody-mediated autoimmune disease and complement-mediated neurodegeneration. Its product candidates include ANX005, which has completed Phase 1b clinical trials to treat patients with guillain- barré syndrome; and ANX007, which has completed Phase 1b clinical trials to treat patients with glaucoma. The company’s candidates also comprise ANX005 that has completed preclinical trials to treat patients with warm autoimmune hemolytic anemia, Huntington's disease, and amyotrophic lateral sclerosis; ANX007, which has completed preclinical trials for the treatment of geographic atrophy; and ANX009 that has completed preclinical trials for the treatment of systemic autoimmune diseases. The company was founded in 2011 and is headquartered in South San Francisco, California.

LivHOME, Inc.

Acquisition in 2018
LivHOME offers a variety of professional home care services which include personal care, respite care, companion care, dementia care, and more. Their caregivers are available on an hourly or 24-hour basis with flexible hours and no long-term contracts. LivHOME offers the most comprehensive home care services for the elderly, providing a combination of caregiving, care management, and care technology that have shown to improve outcomes at home while contributing to your loved one’s well-being.

Toshiba Memory Corporation

Acquisition in 2017
Toshiba Memory Corporation develops and manufactures non-volatile memory solutions, which include wireless secure digital (SD) cards, micro SD cards, and USB sticks. The company was founded in 2017 and is based in Tokyo, Japan.

LaLa Media

Venture Round in 2006
Lala was a revolutionary cloud-based hub for online music discovery and purchase, enabling consumers to more effectively manage their digital music, find and purchase new titles that fit their taste, and access music recommendations through a variety of digital channels. Lala was acquired by Apple in 2009.

Bio Products Laboratory Holding

Acquisition in 2013
Bio Products Laboratory Holding manufactures and supplies blood plasma products. It transforms blood plasma into treatments for immune deficiencies, neurological diseases, and hemophilia.

ProfitLogic

Series C in 2003
ProfitLogic engages in the development and marketing of retail profit optimization software solutions. It offers retail profit optimization, price optimization, and inventory planning software solutions for all retail verticals, which include assortment and allocation, pricing, in-season inventory management, promotions and marketing, and performance assessment and management solutions. The company provides applications to help retailers make profitable allocation, planning, and pricing decisions; and a marketer of profit optimizations systems. ProfitLogic, Inc. was formerly known as Technology Strategy, Inc. (TSI). The company was founded in 1983 and is based in Cambridge, Massachusetts.

Oedo-Onsen Holdings

Acquisition in 2015
Best known for its spa on the man-made island of Odaiba in Tokyo

TeamSystem Holding S.p.A.

Acquisition in 2004
TeamSystem Holding S.p.A., through its subsidiaries, develops and distributes management software solutions for the professional and business markets in Italy. The company provides training and professional updates for accountants, labor consultants, tax advisers, corporate administration managers, and lawyers; and develops software. It also offers resale, support, training, and consulting services for Computer-Aided Design (CAD) /PLM software solutions, as well as acts as an authorized representative for the sale of machine tools; payroll processing services to labor consultants; and telephony and communications solutions integrated with management software, database, and Customer Relationship Management (CRM) . In addition, the company provides portfolio management services; platforms and technological solutions for invoice trading; cloud solutions for personnel management; cloud based Software as a Service (SaaS) accounting and invoicing software; and electronic signature and authentication services. TeamSystem Holding S.p.A. was formerly known as Barolo Midco S.p.A. and changed its name to TeamSystem Holding S.p.A. in December 2016. TeamSystem Holding S.p.A. was founded in 1979 and is based in Pesaro, Italy.

Broadstep Behavioral Health, Inc.

Private Placement in 2020
Broadstep Behavioral Health, Inc., through its subsidiaries, provides healthcare services. The company provides residential, educational, day treatment/vocational, community, educational, therapeutic foster care, transportation, and training/consultation services. It serves children, adults, and families living with developmental, behavioral, mental health, and social complexities. Broadstep Behavioral Health, Inc. was formerly known as Phoenix Care Systems, Inc. and changed its name to Broadstep Behavioral Health, Inc. in May 2020. The company was founded in 1972 and is based in Milwaukee, Wisconsin. It has locations in Illinois, New Jersey, South Carolina, Indiana, and Wisconsin.

Brillio

Acquisition in 2019
Brillio, LLC, a technology consulting company, provides digital transformation services. The company offers services in the areas of digital experiences, product engineering, digital front office, big data and analytics, digital infrastructure, and more. It serves banking and finance, energy and utilities, CPG, retail, technology, and media and entertainment industries worldwide. The company was incorporated in 2004 and is based in Santa Clara, California. As of January 15, 2020, Brillio, LLC operates as the subsidiary of Bain Capital Private Equity, LP.

VMLogix

Series A in 2006
VMLogix, Inc. provides virtual infrastructure management technology to streamline the software development lifecycle for software companies and IT organizations. It offers VMLogix LabManager that enables developers, testers, and IT operations staff to consolidate lab infrastructure, and automate build and test processes. VMLogix, Inc. was formerly known as SQA Technologies Pvt., Ltd. The company was founded in 2004 and is headquartered in Palo Alto, California with additional offices in Bangalore, India; and Toronto, Canada.

Cortera

Venture Round in 1999
Cortera is a provider of comprehensive business-to-business payment and purchase behavior data and insights on public and private companies. The company tracks $1.6 trillion in business-to-business purchases across 45 spend categories to deliver insights on 20 million U.S. business locations. Cortera's solutions enable companies of all sizes to better understand their customers, suppliers and business partners by gaining visibility into what they purchase, how they pay and how their purchase and payment behavior changes over time. Thousands of companies across diverse industries use Cortera solutions to increase revenue, improve sales and marketing effectiveness, and reduce risk. Cortera is privately held with offices in Boca Raton, Florida; Boston and Quincy, Massachusetts and Bangalore, India.
Himadri Speciality Chemical Ltd. is an established brand with a strong proven track record in the speciality chemicals business. It is listed in BSE and NSE. The Company specializes in developing innovative products with emphasis on R&D and focus on maximum utilization of resources. Globally, HSCL is amongst the few completely integrated speciality carbon companies leveraging on its deep knowledge of one of the most versatile substances - Carbon. Over the years, with its core products and value-added by-products, the Company has established itself as one of the world’s most extensive value chains in the Carbon segment. The Company is India’s leading and ONLY vertically-integrated specialty Carbon Corporation, being the largest producer of coal tar pitch in India with ~70% market share catering to requirements of Indian graphite and Aluminium industries.

Bugaboo

Acquisition in 2018
Our mission is, and always has been, to help you move freely. Ever since Bugaboo began in 1994, we've taken pride in dreaming up game-changing products that help you explore the world around you in unparalleled comfort and unmistakable style. Whether you’re a new parent about to step out into the world with your family or a modern traveler taking your third business trip this week, Bugaboo products are designed to help you handle life with ease.

BuyWithMe

Series C in 2011
BuyWithMe is the premier group buying website where leading local merchants offer exclusive limited time offers to members of the BuyWithMe community. Through the power of its numbers, BuyWithMe negotiates handpicked group discounts for its customers to access at spas, restaurants, health clubs, bars and other local activities in their city. BuyWithMe currently publishes daily deals in 12 major DMAs, including Austin, Boston, Chicago, Dallas, Houston, Los Angeles, Philadelphia, Phoenix, New York, and San Diego. BuyWithMe is headquartered in New York City, and maintains an office in Boston where it was founded. BuyWithMe was founded by serial entrepreneur and value investor Andrew Moss.

Imperative Care, Inc.

Series D in 2021
Imperative Care, Inc. develops solutions to help clinicians improve the speed of acute stroke treatment. It offers Large Distal Platform, a large diameter catheter to track farther and get closer to the treatment site for ischemic and hemorrhagic stroke procedures. The company also provides ZOOM Aspiration System, a complete stroke solution to work with the Large Distal Platform and trackable reperfusion catheters for clot removal in various sizes to treat occlusions from ICA to M2. The company was incorporated in 2015 and is based in Campbell, California.

Burlington Coat Factory

Acquisition in 2006
Burlington Coat Factory is a leading off-price apparel and home product retailer. They operate 567 stores in 45 states and Puerto Rico, where you’ll find a large assortment of current, high-quality, designer and name-brand merchandise at up to 65% off other retailers' prices. Choose from a large selection of coats, clothing, and shoes for the entire family. And don’t forget their great assortment of linens and home décor. In Baby Depot, you’ll find everything you need for baby, from baby bottles to cribs.

Kestra Medical Technologies, Inc.

Private Equity Round in 2020
Kestra Medical Technologies, Inc. develops and manufactures wearable medical devices for monitoring and managing acute medical conditions. The company provides wearable solutions to collect, communicate, and store patient performance data, with real-time and retrospective analysis. Additionally, it offers wearable cardioverter defibrillators to prevent sudden cardiac death and assist cardiac recovery in at-risk patients. Kestra Medical Technologies, Inc. was founded in 2014 and is headquartered in Kirkland, Washington.

Rapid Micro Biosystems, Inc.

Venture Round in 2020
Rapid Micro Biosystems provides products for the detection of microbial contamination in the manufacture of pharmaceutical, biotechnology, and personal care products. It offers the Growth Direct System, a non-destructive method for microbial enumeration. The company was formerly known as Genomic Profiling Systems and changed its name to Rapid Micro Biosystems in 2007. Rapid Micro Biosystems was founded in 2006 and is based in Bedford, Massachusetts.

HiMama

Series B in 2021
HiMama provides a quick and easy way for childcare programs and parents to record and share children's activities, everything from silly and fun moments to learning and developmental milestones. The solution for childcare and early learning programs is based on extensive research and interviews with early childhood educators and enables quick and intuitive recording of observations in the early childhood setting, as well as instant sharing with parents through real-time emails and updates through mobile apps. In addition to staying informed on their children's activities while in childcare programs, parents can also log their children’s activities so they’ll never forget their favorite stories and can always relive through photos and videos in their child's online journal.

Seed CX Ltd.

Series D in 2022
Seed CX Ltd. operates an institutional exchange platform for digital assets. The company offers Seed CX, an institutional digital asset exchange for spot trading. It also maintains various regulated trading venues to give traders access to a range of tradable products connecting liquidity pools on a platform with deep institutional liquidity. The company was incorporated in 2015 and is based in Chicago, Illinois. As of August 9, 2017, Seed CX Ltd. operates as a subsidiary of tastytrade, Inc.

Found.com

Venture Round in 2000
Aptos delivers end-to-end solutions to soft-goods, hard-goods, specialty, and general merchandise retailers. It focuses on driving customer engagement, productivity, profitability, and growth. Aptos helps its clients’ business achieve full potential through structured collaboration in all endeavors, from planning through execution and ongoing support. Its end-to-end solutions are developed on a singular commerce platform to unify omnichannel environments and customer experiences. Aptos was launched by 1972 and is based in Atlanta, Georgia.
Did you know that health insurance and medical insurance are two different names for the same insurance product? Despite the fact that each of these items serve the same goal, they are distinct and have distinct features. Depending on one's healthcare needs, one should carefully pick between these two options. Up to a specific level, indemnity insurance covers the real amount. Indemnity insurance, such as medical insurance, is a type of indemnity insurance. Critical sickness insurance, accidents, and hospital cash are examples of benefit packages that pay a lump sum payment. We'll look at iiflinsurance.com the differences between Mediclaim and health insurance in this post.
Syros Pharmaceuticals is a life sciences company that is focused on treating disease by mapping gene regulatory circuits and modulating the factors that regulate gene expression. Syros has pioneered world-leading gene control research and drug discovery capabilities with a proven ability to integrate disease biology and genomic data--a proficiency that is not well represented in pharmaceutical R&D. Central to the Syros approach is a proprietary platform of carefully integrated assay technologies, bioinformatics, and biologic insights developed by members of Syros' senior leadership. While this scientific approach has applications in many therapeutic areas, Syros has demonstrated success initially in oncology, where it may help address numerous unmet medical needs.

Harry's, Inc.

Series E in 2021
Harry is a developer of an online platform used to sell shaving equipment and accessories for men. It designs and manufactures its own line of razors and replacement blades, as well as other shaving consumables, and offers its products a-la-carte via its online store or through a subscription model that enables consumers to meet their grooming essentials need online. The company was founded in 2013 and is headquartered in New York.

Nimbus Therapeutics

Venture Round in 2022
Nimbus Discovery is now Nimbus Therapeutics to reflect our transition into a clinical stage company. Nimbus Therapeutics is a biotechnology company headquartered in Cambridge, Mass., that is pioneering a new computational technology-driven paradigm to rapidly advance a diverse pipeline of novel small molecule product candidates into clinical development. We are designing highly selective and potent medicines to disrupt known drivers of serious diseases, including metabolic disease, cancer and immune-inflammatory disorders.

Reonomy

Series D in 2019
Reonomy leverages big data, partnerships, and machine learning to connect the fragmented world of commercial real estate. Reonomy products empower individuals, teams, and companies to unlock insights and discover new opportunities by providing unparalleled access to property intelligence.

Akriveia Therapeutics

Series C in 2021
Xilio Therapeutics is a biotechnology company advancing next-generation cancer immunotherapies designed to improve patient outcomes by unleashing the power of the immune system selectively at the site of the tumor. The company’s tumor-selective immunotherapies are based on its proprietary technology, which maximizes the potency of proven immuno-oncology therapies and restricts their activity to the tumor to minimize peripheral side effects. The broad applicability of these therapies across cancer types means that all patients could benefit from these potentially curative medicines. These tumor-selective therapies are designed to overcome the significant toxicities associated with validated IO therapies, such as IL-2 and aCTLA4, which have historically limited the number of patients that can be treated and prevented patients from completing full courses of treatment Xilio Therapeutics proprietary technology enables the explosion of therapeutic activity specifically within the tumor while reducing toxicity throughout the body a nod to the company name, Xilio, derived from the Latin term, Ex Nihilo, meaning creation or big-bang. The company applying its technology to build a broad pipeline of engineered antibodies, cytokines and chemokines as potential new options for people living with cancer. Xilio Therapeutics was founded in 2016 and is headquartered in Waltham, Massachusetts, United States.

Ricerca Biosciences - CRO and CDMO

Venture Round in 2010
CRO is supporting the development and manufacturer.

Macromill

Acquisition in 2013
MACROMILL (recently merged with MetrixLab) is the fastest growing provider of consumer insights and marketing analytics solutions. MACROMILL turns data from online surveys, social media and enterprise systems into valuable business information and actionable consumer insights that help leading companies drive product innovation, brand engagement and customer value. Headquartered in Tokyo, Rotterdam and San Francisco with 27 offices across the Americas, Europe and Asia, MACROMILL serves 2200 leading brands in more than 80 countries.

Nurix

Venture Round in 2020
Nurix develops small molecule inhibitors for the treatment of proliferative and degenerative diseases. The company’s product engine leverages a deep mechanistic understanding of the UPS to deliver effective small molecule drug candidates with the potential to make a dramatic difference for patients. Nurix drugs control ubiquitin E3 ligases, the key enzymes responsible for protein breakdown in human cells, as a unique therapeutic approach to treat a broad range of diseases. The company discovers drugs that harness the body's natural process to control protein levels. Their focus is on developing drugs to treat cancer including the novel, small molecule immuno-oncology agents. Nurix was founded in 2009 by internationally recognized experts in the ubiquitin-proteasome field and is funded by leading life science investors, Third Rock Ventures, and The Column Group. The company is headquartered in San Francisco, California.