Baird

Baird is a financial consulting firm specializing in private equity, capital markets, wealth management, and asset management. Founded in 1919 and based in London, Baird Capital, a division of the firm, focuses on venture capital, growth equity, and private equity investments across strategically-targeted sectors globally. The firm collaborates closely with company executives and entrepreneurs to create value through its extensive sector knowledge and international network of investment professionals. Baird Capital seeks to invest in small and medium-sized enterprises in various sectors, including healthcare, technology, industrial solutions, and financial services, typically targeting equity requirements between $1 million and $20 million. The firm has a presence in the United States, Europe, and Asia, providing tailored financial advice and services to individual and institutional clients.
Rm 1201D, Building #2 Century Metropolis No. 1239 Century Avenue Pudong, Shanghai, 200122, China / 42-2-022 Hang Seng Bank Tower 1000 Lujiazui Ring Road Pudong, Shanghai 200120, China

Dan Almon

Principal

Joanna Arras

Partner

Jubril Ayanbunmi

Associate

Michael Bernstein

Partner

Bonnie Chen

Vice President

James S. Conniff

Managing Director

Mark Donnelly

Partner

Andrew Dyer

Investment Director

Aidan Elliott

Investment Manager

David Gregorka

Venture Partner

Huaming Gu

Partner

Denis Hall

Partner, Global Head of Portfolio Operations

Michael Holgate

Partner

Dan Jackson

Investment Manager

Amy Kobe

Principal

Ben Kubik

vice_president

James Lowe

Associate

Brian McGregor

Senior Associate

Martyn Ngo

General Manager, Portfolio Operations

Chris Oberhaus

Senior Associate

Rob Ospalik

Partner

Gordon G. Pan

President

James E. Pavlik

Partner

Matthew Pinover

Associate

Frederick A. Robertson

Venture Partner

Benedict Rocchio

Partner

Katherine (Katie) Schoen

vice_president

Becca Schlagenhauf

vice_president

David Schroeder

Operating Partner

Kathleen Schultze

Manager, Global Investor Relations

Scott G. Skie

Chief Operating Officer

Andrew Szyman

Associate

Andy Tse

Partner

Brett H. Tucker

Partner

Yongshan (Samuel) Zhang

Principal

229 past transactions

AiCure

Series B in 2017
AiCure is an advanced data analytics company that uses artificial intelligence to understand how patients respond to treatments. It enables intelligent decision-making and improving health outcomes. It has developed patented facial recognition and motion-sensing technology to confirm medication ingestion in real-time. AiCure's platform has the potential to revolutionize the cost-effectiveness of healthcare delivery systems by enhancing treatment and reducing risks. Their software captures and understands video, audio, and behavioral data to establish the link between patients, disease, and treatment. It was founded in 2010 and is headquartered in New York.

Snag

Series C in 2011
Snagajob is the platform for hourly work with 100 million registered hourly workers and 470,000 employer locations nationwide. With Snagajob, hourly workers find work more easily and employers staff up faster, hire smarter and keep shifts filled. Snagajob's platform for jobs and shifts allows people to land the right work while ensuring employers find the right workers when and where they need them. Snagajob was founded in 1999 and is based in Glen Allen, Virginia, United States.

AiCure

Series C in 2019
AiCure is an advanced data analytics company that uses artificial intelligence to understand how patients respond to treatments. It enables intelligent decision-making and improving health outcomes. It has developed patented facial recognition and motion-sensing technology to confirm medication ingestion in real-time. AiCure's platform has the potential to revolutionize the cost-effectiveness of healthcare delivery systems by enhancing treatment and reducing risks. Their software captures and understands video, audio, and behavioral data to establish the link between patients, disease, and treatment. It was founded in 2010 and is headquartered in New York.

Greenlight Biosciences

Venture Round in 2020
GreenLight Biosciences, Inc., a biotechnology company, develops RNA-based solutions for agriculture and pharmaceutical applications. The company provides technology for the biological conversion of renewable substrates to valuable products. It offers Unconstrained Metabolism, a technology platform that delivers solutions for the production of chemicals and fuels from renewable resources. It also engages in developing mRNA-based vaccine candidates to potentially prevent individuals from contracting SARS-CoV-2. The company also provides research and analysis services. GreenLight Biosciences, Inc. was incorporated in 2008 and is based in Medford, Massachusetts. It has an additional location in North Carolina.

ADG

Venture Round in 2010
ADG is a Beijing-based manufacturer and provider of rental services for scaffolding equipment.

Signal

Series C in 2012
Signal is the leading SaaS provider of data onboarding and real-time identity resolution. The Signal Open Data Platform helps marketers collect data from any offline or online source, synchronize the data across all touchpoints, and distribute it to any marketing or analytics endpoint – all in real-time. Signal’s technology platform empowers people-based marketers to enhance their customer experience by providing relevance across all channels. Signal was founded in 2009 and is headquartered in Chicago, Illinois, United States.

Autobooks

Series A in 2020
Autobooks, Inc. provides an integrated payment and accounting software delivered through financial institutions to small businesses. It offers Autobooks, an intelligent, cloud-based, accounting platform that automatically integrates bank accounts with financial tools that speed the cash flow, reconcile accounts, and accelerate growth. The company offers products for integrated payment applications, such as invoicing and bill pay, merchant services, treasury products, and revenue expansion; and automated accounting and bookkeeping. The company was formerly known as Automated Booking, Inc. and changed its name to Autobooks, Inc. in March 2018. Autobooks, Inc. was founded in 2015 and is based in Detroit, Michigan.

Workforce Insight

Venture Round in 2014
Workforce Insight is the leading provider of strategic workforce management consulting and implementation services. We help organizations at all stages of adoption, from the earliest point in identifying the potential for workforce management improvements, through implementation, optimization and support.

Collingwood Lighting Ltd.

Private Placement in 2018
Collingwood Lighting Ltd. designs and manufactures interior and exterior LED lighting products in Britain. The company offers bar/restaurant, bathroom, bedroom, garden, hotel, kitchen, living room, public places, retail, and swimming pool lighting. Its portfolio includes downlights, wall lights, ground lights, universal lights, spike lights, strip lights, bollard lights, LED replacement units, color change, wiring and drivers, and emergency lighting. The company serves customers through a mobile showroom and its sales team. The company was formerly known as Collingwood VLM Limited and changed its name to Collingwood Lighting Ltd. in 2001. The company was founded in 1961 and is based in Northampton, United Kingdom.

AMSC

Post in 1992
AMSC offers an array of proprietary technologies and solutions spanning the electric power infrastructure – from generation to delivery to end use. Skills include alternative energy, providing proven, megawatt-scale wind turbine designs and electrical control systems. The company also offers a number of Smart Grid technologies for power grid operators that enhance the reliability, efficiency and capacity of the grid, and integrate renewable energy sources into the power infrastructure. These include superconductor power cable systems, grid-level surge protectors and power electronics-based voltage stabilization systems. AMSC ’s technologies are protected by a broad and deep intellectual property portfolio consisting of hundreds of patents and licenses worldwide. AMSC is the world's principal vendor of high temperature superconductor wire and large rotating superconductor machinery and a world-leading supplier of dynamic reactive power grid stabilization products. AMSC's HTS wire and power electronic converters are at the core of a broad range of new electricity transmission and distribution, transportation and industrial processing applications. The company is headquartered in Devens, Massachusetts, USA.

ReMed

Private Equity Round in 2018
ReMed is a brain injury rehabilitation company.

The SR Group

Venture Round in 2012
The SR Group (UK) Limited offers recruitment services for legal, compliance, HR, tax, treasury, and marketing and sales roles. It serves multi-national corporations, professional partnerships, international banking groups, and range of small to medium-sized businesses in the United Kingdom and internationally. The company was founded in 1987 and is based in London, United Kingdom with additional offices in Dusseldorf and Munich, Germany; Dubai, United Arab Emirates; Singapore; Hong Kong, China; and Sydney and Melbourne, Australia.

Edo Interactive

Series B in 2011
edo provides an easy way to personalize offers and make them automatically available through credit or debit cards and mobile devices. Simply put, edo is the simplest way to connect online advertising with in-store results. edo helps advertisers connect advertising with in-store results. Through our bank partners we can deliver card-linked offers that are targeted & automatically available on credit cards, debit cards & mobile phones. This intersection of ‘payments & advertising’ rides a number of marketplace trends including the convergence of digital, personalization and mobile. edo is headquartered in Nashville, Tenn. with additional offices in Chicago, New York City and Atlanta. For more information, visit www.edointeractive.com or find us on Twitter @edointeractive

NeuMoDx Molecular

Series B in 2014
NeuMoDx Molecular, Inc. operates as a molecular diagnostics company. The company develops solutions for molecular diagnostic (MDx) testing in hospital and clinical reference laboratories. NeuMoDx Molecular, Inc. was formerly known as Molecular Systems Corporation and changed its name to NeuMoDx Molecular, Inc. in April 2013. The company was incorporated in 2012 and is based in Ann Arbor, Michigan. As of September 17, 2020, NeuMoDx Molecular, Inc. operates as a subsidiary of QIAGEN N.V.

R2integrated

Acquisition in 2016
R2i creates new integrations between brand, demand, and technology that empower our clients to accelerate marketing ROI.

Quiq

Series C in 2022
Quiq, Inc. develops customer service messaging management software for customer service agents and managers to allow them to send messages to companies using the application they use to communicate with their friends. It offers Quiq IQ, a product that creates and deploys bots for the web chat and messaging channels. Quiq, Inc. was formerly known as Centricient Inc. and changed its name to Quiq, Inc. in March 2017. The company was founded in 2015 and is based in Bozeman, Montana.

Vega Global Group

Acquisition in 2020
Vega Global Group is a provider of audio visual and video collaboration solutions for organisations of all types. Vega’s services enable global communications for the modern workplace, facilitating meaningful collaboration to enhance productivity for its enterprise clients.

Autobooks

Series C in 2022
Autobooks, Inc. provides an integrated payment and accounting software delivered through financial institutions to small businesses. It offers Autobooks, an intelligent, cloud-based, accounting platform that automatically integrates bank accounts with financial tools that speed the cash flow, reconcile accounts, and accelerate growth. The company offers products for integrated payment applications, such as invoicing and bill pay, merchant services, treasury products, and revenue expansion; and automated accounting and bookkeeping. The company was formerly known as Automated Booking, Inc. and changed its name to Autobooks, Inc. in March 2018. Autobooks, Inc. was founded in 2015 and is based in Detroit, Michigan.

Celleration

Series E in 2011
Celleration Inc. develops and commercializes therapeutic ultrasound healing technologies in the United States. It offers MIST Therapy, a noncontact and low frequency ultrasound solution delivered through a saline mist to the wound bed. The company serves patients, medical professionals, and payers. Celleration Inc. was formerly known as Advanced Medical Applications, Inc. The company was founded in 1999 and is based in Eden Prairie, Minnesota. As of May 29, 2015, Celleration, Inc. operates as a subsidiary of Alliqua BioMedical, Inc.

Pinstripe

Series A in 2005
Pinstripe is a top RPO provider with global reach and high customer satisfaction as recognized by HRO Today’s Baker’s Dozen. They serve world-class organizations in financial services, healthcare, pharmaceuticals, technology, advanced manufacturing, biotech, telecommunications and energy.

ChurnZero

Series B in 2021
ChurnZero, Inc. develops ChurnZero, a SaaS platform for subscription businesses that helps them to retain customers and fight churn. Its platform enables businesses to receive on-the-go alerts when important things happen through a real-time dashboard; mobilize their intelligence; divide and conquer; eliminate the friction in their customer communications by connecting with them when they are most engaged; and automate tasks and communications based on customers' engagement metrics. ChurnZero, Inc. was incorporated in 2015 and is based in Arlington, Virginia.

Azzur Group

Venture Round in 2021
Azzur Group, LLC. is a Discovery to Delivery™ Healthcare and Life Sciences professional services firm.

Strata Oncology

Series C in 2021
Strata Oncology is a precision oncology company dedicated to transforming cancer care by expanding patient access to precision medicine clinical trials and accelerating drug approval. Strata's national precision oncology platform serves the needs of patients, providers and drug developers by providing a link from patient screening to streamlined enrollment in mutation-matched clinical trials. Follow us on Twitter @StrataOncology.

Tracer

Series C in 2021
AppDetex is a developer of a brand protection platform used to monitor verticals, identify violators, and enforce property violations. Founded by longtime brand protection industry experts in 2012, AppDetex fights online brand infringement, fraud, and piracy. They focus and develop best-in-class technologies and methodologies that expose and enable takedowns of the many egregious and often criminal activities found online today while supporting our global customers with personal and expert service. It was founded in 2012 and headquartered in Boise, Idaho.

Apervita

Venture Round in 2019
Apervita is a trusted healthcare collaboration platform for quality measurement, clinical intelligence, value optimization, and interoperability. They empower payers and providers and other stakeholders to more efficiently and effectively measure clinical and financial performance, improve clinical quality, and administer and run analytics on value-based contracts. By providing an independent, secure, trusted platform to perform shared analyses, Apervita uniquely allows stakeholders to gain mutual, continuous clinical and financial insights and integrate those insights into various systems and workflows simultaneously and at scale. Serving more than one in three hospitals in the United States and several nationally recognized health plans, Apervita conducts more than 10 billion value-based computations and insights for their clients every year. The company maintains office locations in Chicago and Boston.

Strata Oncology

Private Placement in 2018
Strata Oncology is a precision oncology company dedicated to transforming cancer care by expanding patient access to precision medicine clinical trials and accelerating drug approval. Strata's national precision oncology platform serves the needs of patients, providers and drug developers by providing a link from patient screening to streamlined enrollment in mutation-matched clinical trials. Follow us on Twitter @StrataOncology.

Arrive

Series C in 2016
Arrive powers the last mile of mobility through smart parking solutions. It offers the only seamless mobility experience that predicts and recommends the best parking solution for any journey. Arrive powers smart parking and other connected mobility services through apps, websites, voice platforms, and in-dash integrations to hundreds of clients including smart cities, automakers, fleets, venues, navigation and voice platforms, as well as to its own ParkWhiz and BestParking consumer brands.

Frontage Laboratories

Private Equity Round in 2008
Frontage helps biopharmaceutical organizations advance their research and development efforts with full service offerings– including bioanalysis, preclinical and clinical studies, analytical testing and product development support– spanning discovery stages through late-stage clinical trials. The company also provides turnkey product development, bioequivalence and analytical services to generic and consumer health pharmaceutical companies to support abbreviated new drug application and 505.b.2 application submissions.

Upfront Healthcare Services

Private Placement in 2020
Upfront Healthcare Services, Inc. designs and develops a data analytics platform to help physician practices ascertain how to schedule and allocate resources. The platform automates and personalizes care navigation to efficiently engage all patients, optimize sites of care, grow necessary visit completion and improve outcomes. It offers demographics, billing data, schedule data, claims data, and care gap data. Upfront Healthcare Services, Inc. was founded in 2015 and is based in Chicago, Illinois.

Vodori

Series A in 2021
Vodori, Inc. develops software solutions that enables life sciences companies to simplify the creation, approval, and distribution of regulated content. The company offers cloud product suite, promotional and medical information, portfolio of sales enablement, analytical and reporting insights, and integrations. It serves pharmaceutical, biotechnology, medical device, diagnostic, and commercial industries. The company was founded in 2005 and is based in Chicago, Illinois.

Blue Matter

Private Placement in 2020
Blue Matter Consulting Limited offers management consultancy services to the firms serving in life sciences in USA and Europe. Its services includes new product planning, launch strategy and management, commercial strategy for in-line products and organizational design and development. Blue Matter Consulting Limited serves bio-pharmaceutical companies, diverse product portfolios to small emerging players with one asset in development, diagnostic companies and investment houses. Blue Matter Consulting Limited was founded in 2012 and is based in London, United Kingdom.

Signal

Series D in 2013
Signal is the leading SaaS provider of data onboarding and real-time identity resolution. The Signal Open Data Platform helps marketers collect data from any offline or online source, synchronize the data across all touchpoints, and distribute it to any marketing or analytics endpoint – all in real-time. Signal’s technology platform empowers people-based marketers to enhance their customer experience by providing relevance across all channels. Signal was founded in 2009 and is headquartered in Chicago, Illinois, United States.

Everdream

Series C in 2000
Digital content agency providing on-demand personal computer and desktop management software services

Strata Oncology

Series A in 2016
Strata Oncology is a precision oncology company dedicated to transforming cancer care by expanding patient access to precision medicine clinical trials and accelerating drug approval. Strata's national precision oncology platform serves the needs of patients, providers and drug developers by providing a link from patient screening to streamlined enrollment in mutation-matched clinical trials. Follow us on Twitter @StrataOncology.

ArmorGroup International plc

Private Equity Round in 2004
ArmorGroup offers defensive and protective security services to national governments, multinational corporations.

Car King

Venture Round in 2013
Car King Holding Ltd. operates a used car hypermarket. The company was founded in 2011 and is based in Shanghai, China.

Axcelerant

Series B in 2002
Axcelerant creates secured enterprise connectivity systems to enable businesses, their employees and their partners to thrive and grow in today's corporate environment. With superior service and strategic alliances that yield expertise in a vast range of technologies, Axcelerant can create the definitive scalable system to propel your company to greater success now and in the future.

CoAxia

Series C in 2008
CoAxia is a medical device company that researches therapy and treatment solutions for cerebral ischemia. They are based in Minneapolis, MN.

SourceDay

Series C in 2022
SourceDay LLC designs and develops Software-as-a-Service solution that automates purchase order management processes. It offers SourceDay, a solution that enables users to centralize and manage PO processes; access real-time and automated supplier performance metrics; download PO reports; and integrate with their ERP solution. The company’s solutions include PO exceptions, PO collaboration, RFQ collaboration, AP collaboration, quality control, mobile, ERP integrations, and supplier enablement. It serves manufacturing and distribution companies. SourceDay LLC was founded in 2013 and is based in Austin, Texas.

Forj

Seed Round in 2021
Virtual Event Place connects the user to the community, employees, customers, prospects, and students in a fun, engaging way. The company's customized, brandable virtual trade show platform is designed to allow exhibitors to share product demos, videos, downloadable content, and more. Their staff can be online to answer any visitors’ questions and prospects can leave their contact info in the “Leave Business Card” section, attend a demo or schedule a one-on-one video chat.

Datica

Series B in 2015
Datica helps highly regulated industries manage sensitive information in the cloud. Datica's customers ranges from mid-to-late-stage startups to Fortune 100 companies. The company was founded in 2013 and is based in Minneapolis, Minnesota.

bfinance UK

Acquisition in 2016
bfinance is an independent, privately-owned, financial services firm that provides advice and solutions to companies and institutional investors around the globe. They combine specialist expertise with a global perspective to help their clients develop, implement and manage best-in-class investment programmes, as well as financing and treasury solutions. Their Investment Advisory capabilities span all traditional and alternative asset classes. They have advised over 300 of the world’s most sophisticated investing institutions controlling more than $1 trillion in over 25 countries. They deliver high-quality, customised advice. They have earned a reputation for innovative advice, research, reporting and investment manager selection. As client needs evolve, so do their services.

Apptimum

Venture Round in 2001
Apptimum is a company that develops software to ease the transfer of applications to new computers. It's most popular product is PC Relocator, Published under the company name AlohaBob. Apptimum was acquired by Microsoft in March 2006.

Strategas VC II

Acquisition in 2017
Strategas is a global institutional brokerage and advisory firm. The Firm provides macro research, capital market and corporate advisory services, and financial products to institutional investors and corporate executives, in more than twenty countries, around the world.

Signal

Series E in 2016
Signal is the leading SaaS provider of data onboarding and real-time identity resolution. The Signal Open Data Platform helps marketers collect data from any offline or online source, synchronize the data across all touchpoints, and distribute it to any marketing or analytics endpoint – all in real-time. Signal’s technology platform empowers people-based marketers to enhance their customer experience by providing relevance across all channels. Signal was founded in 2009 and is headquartered in Chicago, Illinois, United States.

OncoHealth

Private Placement in 2020
Oncology Analytics, Inc. provides oncology benefits management solutions. Its oncology management services include prior authorization services; clinical decision support, physician education, and expert peer review services; oncology network evaluation and optimization consulting services; and performance reporting and analytics services. The company also provides MATIS, a clinical decision support software used with healthcare plans and providers that enhances oncology analytics evidence-based approach to the evaluation of cancer treatment and benefits management in the United States and Puerto Rico. Oncology Analytics, Inc. was founded in 2009 and is based in Atlanta, Georgia with additional location in Plantation, Florida.

emids

Venture Round in 2013
eMids Technologies Inc. provides healthcare technology expertise and consulting services and solutions that serve payer and provider organizations. It offers services in the areas of digital transformation, product engineering, healthcare applications, and data and analytics; and consulting services in the areas of eMeasures, IT service management, IT strategy, member and patient engagement, payer-provider collaboration, and population health and care management. The company was founded in 1999 and is based in Franklin, Tennessee.

GenomeDx Biosciences

Series B in 2013
GenomeDx discovers, develops, and commercializes genomic-based laboratory tests for the personalized medicine revolution in cancer care. In partnership with physicians and scientists from leading academic medicine institutions, our mission is to bring cost-effective and high-resolution genomics for routine clinical use in cancer medicine.

Integrated Diagnostics

Series C in 2016
The mission of Integrated Diagnostics is to leverage powerful emerging technologies in the development of diagnostic products that enable physicians and patients to manage complex and important diseases such as cancer, diabetes and Alzheimer's through blood tests that can monitor tens to hundreds of disease markers simultaneously. The company plans to develop a pipeline of game-changing diagnostic products that enable the diagnosis and prognosis of a variety of diseases. The company is based on the concept of a systems view of disease where pathophysiology arises from disease-perturbed networks of proteins, genes and other molecules.

MI Bioresearch

Series A in 2012
MI Bioresearch is a specialty contract research organization (CRO) providing in vivo preclinical imaging services. With a proven track record of imaging and drug discovery expertise, the company enhances preclinical and translational research through its in vivo pharmaco-IMAGING platform. This combination of traditional pharmacology and innovative imaging includes MRI, micro-CT, micro-PET, SPECT and optical (bioluminescence and fluorescence molecular tomography) tools to quantitatively measure the response to therapy at anatomical, functional and molecular levels. Molecular Imaging also provides supportive in vitro services. They have performed over 2000 cell line based traditional oncology studies and over 500 imaging enhanced studies since their founding in 2003.

NeoChord

Series C in 2015
NeoChord is a medical device company that has developed a proprietary device that allows mitral valve repair to be performed on a beating heart through a 2 to 3-inch incision between the ribs in patients with severe, degenerative mitral valve regurgitation. In contrast, most mitral valve repair procedures are performed through a 3 to 10-inch chest incision (sternotomy) which involves cutting through the sternum, opening the rib cage, stopping the heart and placing the patient on bypass. Founded in 2007 and is based in St. Louis Park, MN.

StartWire

Series A in 2011
StartWire has been called 'the TripIt.com of job search.' It's a free service that allows job seekers to organize their applications and get automatic status updates from thousands of employers via text message and email — making the dreaded 'application black hole' just a little less dark. Tracking an application is a snap. All you have to do is forward the ubiquitous 'thanks for applying' email to apps@startwire.com or fill out a brief web form. In addition, to application status updates, StartWire also provides job search and networking recommendations based on a users application history, profile, and personal networks (LinkedIn & Facebook). StartWire launched in early 2011 to rave reviews and write-ups in US News & World Report, Yahoo Finance, AOL Jobs, About.com, CNN, ERE, & HR Executive Magazine.

CoAxia

Series B in 2004
CoAxia is a medical device company that researches therapy and treatment solutions for cerebral ischemia. They are based in Minneapolis, MN.

Kedu Healthcare Tech

Venture Round in 2013
Shanghai Kedu Healthcare Technology Co., Ltd. manufactures medical equipment. Its services, includes medical device management, discipline construction management, and supply chain management. The company was established in 2006 and is based in Shanghai, China.

Greenlight Biosciences

Series D in 2020
GreenLight Biosciences, Inc., a biotechnology company, develops RNA-based solutions for agriculture and pharmaceutical applications. The company provides technology for the biological conversion of renewable substrates to valuable products. It offers Unconstrained Metabolism, a technology platform that delivers solutions for the production of chemicals and fuels from renewable resources. It also engages in developing mRNA-based vaccine candidates to potentially prevent individuals from contracting SARS-CoV-2. The company also provides research and analysis services. GreenLight Biosciences, Inc. was incorporated in 2008 and is based in Medford, Massachusetts. It has an additional location in North Carolina.

Edo Interactive

Series C in 2012
edo provides an easy way to personalize offers and make them automatically available through credit or debit cards and mobile devices. Simply put, edo is the simplest way to connect online advertising with in-store results. edo helps advertisers connect advertising with in-store results. Through our bank partners we can deliver card-linked offers that are targeted & automatically available on credit cards, debit cards & mobile phones. This intersection of ‘payments & advertising’ rides a number of marketplace trends including the convergence of digital, personalization and mobile. edo is headquartered in Nashville, Tenn. with additional offices in Chicago, New York City and Atlanta. For more information, visit www.edointeractive.com or find us on Twitter @edointeractive

ChurnZero

Series A in 2019
ChurnZero, Inc. develops ChurnZero, a SaaS platform for subscription businesses that helps them to retain customers and fight churn. Its platform enables businesses to receive on-the-go alerts when important things happen through a real-time dashboard; mobilize their intelligence; divide and conquer; eliminate the friction in their customer communications by connecting with them when they are most engaged; and automate tasks and communications based on customers' engagement metrics. ChurnZero, Inc. was incorporated in 2015 and is based in Arlington, Virginia.

Strata Oncology

Series B in 2018
Strata Oncology is a precision oncology company dedicated to transforming cancer care by expanding patient access to precision medicine clinical trials and accelerating drug approval. Strata's national precision oncology platform serves the needs of patients, providers and drug developers by providing a link from patient screening to streamlined enrollment in mutation-matched clinical trials. Follow us on Twitter @StrataOncology.

Veniti

Series A in 2011
VENITI is the first medical device company developing a suite of innovative technology and solutions that will provide comprehensive treatment across the venous disease continuum. Venous disease refers to all conditions related to or caused by veins that become diseased or abnormal. This encompasses a broad set of maladies. The venous disease cycle begins when vein walls become weak or damaged, or the valves are stretched or injured, and can no longer prevent reflux (backward flow of blood). Once the veins lose their ability to convey blood without reflux, the progressive venous disease cycle has begun. This is commonly referred to as chronic venous insufficiency, or CVI. The blood will begin to back up into the peripheral veins, causing venous hypertension, potential thrombosis (clotting), and leading to even more damage of the vein walls and valves. This in turn leads to more reflux. The VENITI team of experts in science, technology and business are currently developing the VENITI VICI VENOUS STENT® System. Through this, and other, innovative technology, VENITI will achieve results that sets it apart in addressing the challenges specific to the venous system and venous disease.

Alpha Source

Acquisition in 2015
Alpha Source is a leading provider of innovative solutions in medical equipment maintenance, telemedicine, medical device battery manufacturing, medical parts distribution and secure managed technology to thousands of customers in more than 74 countries around the world. Their advanced and experienced national biomedical field services team delivers preventative maintenance, repair services, quality assurance analysis, and global training for ultrasound modalities that improve patient care and clinical outcomes.

Montage

Series D in 2017
Montage Talent, Inc. provides live and on-demand voice and video interviewing solutions for large enterprises, healthcare industries, and staffing and recruitment process outsourcing vendors. Montage Talent, Inc. was formerly known as Expressume, Inc. and changed its name to Montage Talent, Inc. in May 2001. The company was founded in 2007 and is based in Delafield, Wisconsin. As of May 21, 2019, Montage Talent, Inc. operates as a subsidiary of Shaker International.

Clearwater Group

Acquisition in 2015
Clearwater Group comprises a number of specialist engineering companies – experts in separation, filtration and treatment of fluids to a wide range of industries, across the UK and Europe. From concept to turnkey project management, through to installation and specialist servicing, Clearwater Group can meet your needs.

The Sloan Company, Inc.

Merger/Acquisition in 2015
The Sloan Company, Inc., doing business as SloanLED, designs, develops, manufactures, and sells light emitting diode (LED) products. The company offers signage and architectural lighting products, including channel letter, sign cabinet, fluorescent alternative, border tubing, accent LED Lighting products, and architectural power supplies. It also provides outdoor area LED lighting systems, such as down, pole mount, and wall lights; and refrigerated display LED lighting systems. In addition, the company provides indicators, which include panel mount indicator lighting products, incandescent lamp replacement LEDs, discrete LEDs, aircraft lighting products, and night vision compatible lighting products; spa LED lighting products, such as lighting controllers, lenses, and power supplies; and indication, outdoor, spa, and signage solutions. It serves commercial, architectural, high-tech, and industrial markets. The company was founded in 1957 and is based in Ventura, California with a sales office in the Netherlands.

Insightra Medical

Series C in 2013
Insightra Medical was founded in 2001 as a medical device innovator. The charter was to create niche surgical products based on proprietary designs. Since then, the company has developed into a strong general surgery company with a focus on inguinal and ventral hernia.
Arbor Surgical Technologies, Inc. located in Irvine and Portola Valley, CA (USA), is a privately held cardiovascular medical device company focused on the heart valve replacement market. Founded in 2002 by Dr. Thomas J. Fogarty and noted heart valve designer, Ernie Lane, Arbor is developing multiple technologies that have the potential to deliver significant clinical benefit to patients worldwide. Arbor intends to develop and commercialize its core technologies in varying combinations, giving the company the opportunity to create a portfolio of product offerings. Currently in clinical trials, Arbor is developing a tissue heart valve family of products designed for improved performance over existing valves and compatible implantation tools that simplify and speed valve replacement surgery.

Montage

Series B in 2012
Montage Talent, Inc. provides live and on-demand voice and video interviewing solutions for large enterprises, healthcare industries, and staffing and recruitment process outsourcing vendors. Montage Talent, Inc. was formerly known as Expressume, Inc. and changed its name to Montage Talent, Inc. in May 2001. The company was founded in 2007 and is based in Delafield, Wisconsin. As of May 21, 2019, Montage Talent, Inc. operates as a subsidiary of Shaker International.

HSP Group, Inc.

Private Placement in 2020
HSP Group, Inc. provides global support and M and A transaction services, as well as provides consulting solutions for finance, tax, legal, and HR personnel. It offers global support services, including legal entity management solutions, statutory accounting and international tax compliance, employer of record (EoR) services, global payroll processing, and HR administration; consulting solutions that include international tax advice, ad hoc and special project assistance, HR support, global mobility, VAT optimization, legal entity setup and rationalization, and project management; and M and A transaction services, such as international readiness support. The company was incorporated in 2020 and is based in Naples, Florida.

SOLOMO Technology

Series A in 2013
SOLOMO Technology is a B2B mobile software company that provides professional services, custom mobile development, and exchange. It practices Agile methodology, with several elements from extreme programming. The company prides itself on developing not just the best software, but the best customer satisfaction. SOLOMON Exchange contains several web services with two key aspects: a business-side and a consumer-side. The business-side allows managers and employees to configure their exchange implementation, whether it is setting up offers in a retail location or categorizing devices for asset tracking. The services that connect to applications allow consumers to own and manage their data, and provide location-based mobile experiences.

Hireology

Series C in 2016
Based in Chicago, Hireology was founded on a simple but powerful concept: by analyzing the behaviors of top-performing employees, organizations can create highly accurate systems for identifying the best candidate for the job. Through its award-winning Selection Manager™ platform, Hireology helps decentralized organizations across all industries transform their talent acquisition, leading to better hiring decisions, lower turnover, and increased productivity and profitability at each location. For more information, visit http://www.hireology.com or follow on Twitter @Hireology.

Appcast

Seed Round in 2014
Appcast, Inc. provides job advertising solutions for employers, recruitment and staffing firms, advertising agencies, and job sites. It offers Clickcast, a cost-per-click job advertising management platform that allows agencies and job boards to manage all of their recruitment media from one centralized location; Xcelerate, a job advertising exchange to use by employers and select recruitment advertising agencies; Ad Manager, a control hub for performance job ads; Exchange, a solution to find active candidates who finding jobs; and Brand, a targeted employment brand advertising that allows to send message to specific communities of candidates. The company also offers publisher network to get access to various employer jobs for publishers. The company was founded in 2014 and is based in Lebanon, New Hampshire. It has additional offices in Boston, Massachusetts; Minsk, Belarus; and Fredericton, Canada. As of July 1, 2019, Appcast, Inc. operates as a subsidiary of StepStone Deutschland GmbH.

Arrive

Series D in 2018
Arrive powers the last mile of mobility through smart parking solutions. It offers the only seamless mobility experience that predicts and recommends the best parking solution for any journey. Arrive powers smart parking and other connected mobility services through apps, websites, voice platforms, and in-dash integrations to hundreds of clients including smart cities, automakers, fleets, venues, navigation and voice platforms, as well as to its own ParkWhiz and BestParking consumer brands.

ClickFuel

Series B in 2012
ClickFuel is white label dashboard provider with feeds into 60 different marketing providers. Our feeds are plug and play ready so you don’t have to waste money and time redoing an established feed. Because our feeds are plug and play ready our cost is a fraction of what it would cost a developer to build something and much less over time to maintain it. Our platform is the most robust out there and includes every reporting bell and whistle you can think of. Dashboard needs are nothing new to us. Founded in 2008 we now work with close to 1000 agencies and publishers and have activated over 765,000 dashboards. You have no doubt heard of our partners whose dashboard we run but we keep to our promise of white label and operate under the table. Welcome to the best kept secret in marketing performance measurement tools.

Sittercity

Series C in 2013
Sittercity pioneered tech-enabled child care in 2001, and connects millions of families with babysitters and nannies every year. With Sittercity and Chime, its new on-demand service, the company is building a platform that radically simplifies the way parents and caregivers connect and manage their trusted relationships. Sittercity is headquartered in Chicago and serves families nationwide. For more information, visit www.sittercity.com and www.hellochime.com.

Roche NimbleGen

Series D in 2003
Roche NimbleGen provides products and services to the life science research market. The company offers SeqCap EZ system, a solution-based capture system that enables enrichment of exome in a single test tube; SeqCap EZ library that covers exome designs, gene panels, and custom content designs; and SeqCap EZ reagents to maximize workflow and order different reagent needs. It also provides SeqCap Epi, an enrichment system that includes a set of target enrichment tools for DNA methylation assessment at single-base resolution, as well as offers SeqCap Epi kits and reagents. The company provides a set of preparation and adapter kits for library construction including SignalMap, a software product for browsing of genomic tracks; and NimbleDesign, an online tool that enables users to design SeqCap EZ choice libraries. It offers DNA microarray products and services for CGH, ChIP-chip, DNA methylation, AccuSNP, CGS, instruments, sequence capture arrays, gene expression microarrays, and their associated workflows. The company also provides online technical and instruction support services. Roche NimbleGen was founded in 1999 and is headquartered in Madison, Wisconsin. As of August 8, 2007, Roche NimbleGen operates as a subsidiary of Roche Holding AG.

Amoena

Acquisition in 2007
Amoena is the international leader in high-quality breast prosthetics and complementary functional apparel for women after breast surgery. Established in 1975, the company introduced the first ever breast form filled with silicone two years later. Since then, Amoena’s silicone prosthetics define global market standards and are refined by continuous research. Key markets are Europe and North America. With a total staff of approx. 700, production sites are located in Raubling/Germany (prosthetics) and Heredia/Costa Rica (apparel).

Bfinance Holdings Limited

Merger/Acquisition in 2016
Bfinance Holdings Limited offers investment advisory services to companies and institutional investors. The company was incorporated in 2009 and is based in London, United Kingdom.

AEGIS Hedging Solutions

Private Placement in 2019
AEGIS Hedging Solutions, LLC develops AEGIS, a hedge management platform. The company offers hedge advisory and technology solutions, which provide research based insights, manages SOC-certified operations, and recommends tailored hedge. It serves markets, such as oil and gas, refined products, rates, and metals. The company was founded in 2013 and is based in The Woodlands, Texas.

High Street Partners

Series B in 2010
HSP simplifies the management and control of international operations and empowers customers to capitalize on their growth opportunities overseas. There unique approach has helped over 300 organizations in over 80 countries.

Arrive

Private Placement in 2018
Arrive powers the last mile of mobility through smart parking solutions. It offers the only seamless mobility experience that predicts and recommends the best parking solution for any journey. Arrive powers smart parking and other connected mobility services through apps, websites, voice platforms, and in-dash integrations to hundreds of clients including smart cities, automakers, fleets, venues, navigation and voice platforms, as well as to its own ParkWhiz and BestParking consumer brands.

Gabbro Precision

Acquisition in 2007
Gabbro Precision is a company that specialises in the upstream oil and gas sector.

SourceDay

Series B in 2020
SourceDay LLC designs and develops Software-as-a-Service solution that automates purchase order management processes. It offers SourceDay, a solution that enables users to centralize and manage PO processes; access real-time and automated supplier performance metrics; download PO reports; and integrate with their ERP solution. The company’s solutions include PO exceptions, PO collaboration, RFQ collaboration, AP collaboration, quality control, mobile, ERP integrations, and supplier enablement. It serves manufacturing and distribution companies. SourceDay LLC was founded in 2013 and is based in Austin, Texas.

Justrite Manufacturing

Acquisition in 2011
Justrite is a source of storage, handling and security products including fire prevention safety equipment for hazardous materials, environmental protection spill containment devices, and specialized storage products. Since 1906 customers have looked to Justrite for innovative solutions to help protect workers, reduce fire risks, and improve productivity. Faithfully tested for unsurpassed quality and compliance to applicable codes and regulations, Justrite safety cabinets, safety cans, specialty containers and storage products and drum handling equipment are available through authorized distributors worldwide.

Montage

Series C in 2014
Montage Talent, Inc. provides live and on-demand voice and video interviewing solutions for large enterprises, healthcare industries, and staffing and recruitment process outsourcing vendors. Montage Talent, Inc. was formerly known as Expressume, Inc. and changed its name to Montage Talent, Inc. in May 2001. The company was founded in 2007 and is based in Delafield, Wisconsin. As of May 21, 2019, Montage Talent, Inc. operates as a subsidiary of Shaker International.

Hopebridge

Venture Round in 2017
Hopebridge offers a wide range of outpatient services designed to meet the needs of children requiring behavioral diagnosis and applied behavioral analysis (ABA), occupational, feeding, and speech treatments in the center, home, and school settings. Hopebridge has autism therapy centers in Indiana, Kentucky, Georgia, Ohio, Colorado, and Arizona. Hopebridge has expertise in treating neurological, genetic, sensory processing, and feeding disorders; language delays; and behavioral concerns. Hopebridge was founded in 2005 and headquartered in Indianapolis, Indiana.

Encover

Series D in 2007
Encover is a provides applications that help manufacturers collaborate with their channel partners to sell more service contracts into their installed base. Encover's founders designed and built Cisco's award-winning Service Contract Center, which enabled customers to renew service contracts over the Web and provided Cisco with 65% of incremental service revenue over the first two years of operation. High-tech manufacturers that include Juniper Networks have used Encover's applications to increase renewal revenues, reduce the cost of sales and increase visibility into their installed base.

ChurnZero

Private Placement in 2019
ChurnZero, Inc. develops ChurnZero, a SaaS platform for subscription businesses that helps them to retain customers and fight churn. Its platform enables businesses to receive on-the-go alerts when important things happen through a real-time dashboard; mobilize their intelligence; divide and conquer; eliminate the friction in their customer communications by connecting with them when they are most engaged; and automate tasks and communications based on customers' engagement metrics. ChurnZero, Inc. was incorporated in 2015 and is based in Arlington, Virginia.

Collingwood Lighting

Acquisition in 2018
Collingwood is a leading designer and supplier of residential, commercial and exterior luminaires into the professional refurbishment and new-build markets in the UK and France.

Arroweye Solutions

Private Equity Round in 2008
Arroweye Solutions provides card marketing and production solutions for the payment card industry. The company engages in the production and marketing of customized plastic gifts, incentives, and payment cards and carriers. It also offers include on-demand digital card printing and fulfillment, eCommerce, marketing, customer, and creative services and card solutions for gift services. Arroweye Solutions was founded in 1999 and headquartered in Chicago, Illinois.

OncoHealth

Series C in 2020
Oncology Analytics, Inc. provides oncology benefits management solutions. Its oncology management services include prior authorization services; clinical decision support, physician education, and expert peer review services; oncology network evaluation and optimization consulting services; and performance reporting and analytics services. The company also provides MATIS, a clinical decision support software used with healthcare plans and providers that enhances oncology analytics evidence-based approach to the evaluation of cancer treatment and benefits management in the United States and Puerto Rico. Oncology Analytics, Inc. was founded in 2009 and is based in Atlanta, Georgia with additional location in Plantation, Florida.

Veniti

Series B in 2013
VENITI is the first medical device company developing a suite of innovative technology and solutions that will provide comprehensive treatment across the venous disease continuum. Venous disease refers to all conditions related to or caused by veins that become diseased or abnormal. This encompasses a broad set of maladies. The venous disease cycle begins when vein walls become weak or damaged, or the valves are stretched or injured, and can no longer prevent reflux (backward flow of blood). Once the veins lose their ability to convey blood without reflux, the progressive venous disease cycle has begun. This is commonly referred to as chronic venous insufficiency, or CVI. The blood will begin to back up into the peripheral veins, causing venous hypertension, potential thrombosis (clotting), and leading to even more damage of the vein walls and valves. This in turn leads to more reflux. The VENITI team of experts in science, technology and business are currently developing the VENITI VICI VENOUS STENT® System. Through this, and other, innovative technology, VENITI will achieve results that sets it apart in addressing the challenges specific to the venous system and venous disease.
M. Griffith, an independent and employee-owned investment firm offers financial planning, investment management and other services. M. Griffith has more than 40 employees, including 12 financial advisors who manage and oversee more than $2 billion in assets. M. Griffith is a highly respected and well-established firm with a business model and client-focused culture.

Everdream

Series D in 2003
Digital content agency providing on-demand personal computer and desktop management software services

Zaloni

Series A in 2016
Zaloni is a data acceleration company. Our Arena software delivers trusted data agility and cost savings while accelerating the time to analytics value. We support this award-winning platform with professional services, experts who specialize in optimizing data operations so that enterprises conquer their data sprawl challenges. We believe in the unrealized power of data. Our end-to-end data operations empowers customers to conquer data sprawl challenges, secure data without hindering business goals, create new revenue streams quickly, and accelerate insights while lowering costs.

Coalfire

Series B in 2013
Coalfire Systems, Inc. provides information technology audit and compliance services. The company offers cyber risk management services, such as cyber security framework, risk and control assessment, and cyber risk advisory services; audit and assessment services; Software-as-a-Service solutions for compliance management needs; and digital forensic, vulnerability scanning and assessment, application validation and security, social engineering, and penetration testing services, as well as tools. It serves cloud service providers, financial service markets, government and public sectors, healthcare and life science markets, higher education sectors, hospitality markets, payment sectors, restaurants, retail industries, and utilities worldwide. Coalfire Systems, Inc. has a strategic alliance with Virta Labs. The company was founded in 2001 and is based in Louisville, Colorado with an additional headquarters in Manchester, United Kingdom.

WordStream

Series C in 2014
WordStream provides software and services to help online marketers maximize the performance of their paid search and social campaigns, driving traffic, leads, and sales for lower costs. WordStream’s software platform, WordStream Advisor, facilitates more effective campaigns by automating proven best practices and delivering expert-level results in a fraction of the time for campaigns on Google AdWords, Bing, and Facebook. The company’s managed services division also provides full-service pay-per-click (PPC) marketing management through a fully certified team of advertising experts. WordStream has been recognized for thought leadership in digital marketing through its blog and free learning resources including PPC University, and offers award-winning free tools, such as the AdWords Performance Grader, to assist marketers with campaign analysis and strategy.

MI Bioresearch

Series A in 2011
MI Bioresearch is a specialty contract research organization (CRO) providing in vivo preclinical imaging services. With a proven track record of imaging and drug discovery expertise, the company enhances preclinical and translational research through its in vivo pharmaco-IMAGING platform. This combination of traditional pharmacology and innovative imaging includes MRI, micro-CT, micro-PET, SPECT and optical (bioluminescence and fluorescence molecular tomography) tools to quantitatively measure the response to therapy at anatomical, functional and molecular levels. Molecular Imaging also provides supportive in vitro services. They have performed over 2000 cell line based traditional oncology studies and over 500 imaging enhanced studies since their founding in 2003.

Apervita

Series A in 2015
Apervita is a trusted healthcare collaboration platform for quality measurement, clinical intelligence, value optimization, and interoperability. They empower payers and providers and other stakeholders to more efficiently and effectively measure clinical and financial performance, improve clinical quality, and administer and run analytics on value-based contracts. By providing an independent, secure, trusted platform to perform shared analyses, Apervita uniquely allows stakeholders to gain mutual, continuous clinical and financial insights and integrate those insights into various systems and workflows simultaneously and at scale. Serving more than one in three hospitals in the United States and several nationally recognized health plans, Apervita conducts more than 10 billion value-based computations and insights for their clients every year. The company maintains office locations in Chicago and Boston.