Baird Capital

Baird Capital, established in 1989, is a global investment firm specializing in private equity and venture capital. It focuses on lower middle-market and mature companies, primarily in the United States and Europe, with additional presence in Asia. Baird Capital invests in various sectors such as healthcare, technology-enabled services, industrial technology, and financial technology. The firm seeks controlling ownership in companies with revenues between $15.99 million and $159.94 million, EBITDA between $3.2 million and $12.79 million, and enterprise values between $10 million and $159.94 million. Baird Capital works closely with company executives and founders to build world-class businesses, leveraging its deep sector knowledge and global network of investment professionals.

Wolfgang Alvano

Managing Director

Joanna Arras

Partner

Jubril Ayanbunmi

Investment Manager

Alfredo Bequillard

Managing Director, Capital Advisory

Timothy Byrne

Chief Information Officer and Managing Director

Thomas Coburn

Director and Global Industrial Group Member

Mark Donnelly

Partner, Technology Enabled Services

Aidan Elliott

Investment Director

Danielle Farmer

Investment Banking, Financial Sponsors Group - Vice President

Andrew Ferguson

Partner, Healthcare and Technology Enabled Services

Jonathan Fitzsimmons

Managing Director, Investment Banking

David Fraser

Operating Partner

Thomas Glynn

Senior Vice President, Private Wealth Management

Alexandra Goldman

Associate

David Gregorka

Venture Partner, Healthcare

Matthew Gura

Associate

Dennis Hall

Partner and Global Head of Portfolio Operations

Scott Hoffman

Operating Partner

Michael Holgate

Partner

Gina Kim

Vice President, Knowledge Services and Market Data

Louise Kingston

Director

Anjan Krishna

Associate, Private Equity

Jon Langenfeld

Managing Director, Head of Global Equities and Director of Equity Research

Jianwei Li

Managing Director

Mike Magluilo

Managing Director, Technology and Services Group

Terry Maxwell

CFO

John Neis

Principal and Managing Director

Gordon Pan

President, Baird Capital

James E. Pavlik

Partner, Technology Enabled Services

Samuel Pollard

Investment Associate

Summer Powers

Associate

John Reim

Associate

Frederick Robertson

Venture Partner

Benedict Rocchio

Partner

Chase Sanders JD

Managing Director, Technology and Services Group

David Schroeder

Operating Partner

Daina Spedding

Director

Bill Suddath

Managing Director and Co-Head, Global Healthcare Investment Banking

Andrew Szyman

Associate

Brett Tucker

Partner

Ross Wright

Associate

Milord Yip

Vice President, Investments

Yongshan Zhang

Principal, China Growth Equity

Jason Zhao

Venture Partner

Anthony Zhu

Principal

206 past transactions

Newmarket Strategy

Private Equity Round in 2025
Newmarket Strategy is a firm specializing in strategic advice and technical support for the healthcare, life sciences, and health technology sectors. The company collaborates with innovators in pharmaceuticals, biotechnology, medical technology, diagnostics, digital health, and healthcare services to help them navigate the complexities of market entry, reimbursement, and product uptake. By offering insights and guidance, Newmarket Strategy enables its clients to successfully deliver therapies, products, and services that benefit patients and clinicians alike.

BlackCloak

Series B in 2024
BlackCloak, Inc. is a cybersecurity company based in Lake Mary, Florida, specializing in personalized concierge cybersecurity services for ultra and high-net-worth individuals, as well as C-suite executives. Founded in 2017, BlackCloak provides a comprehensive platform that safeguards clients' devices and personal information from various threats, including hacking, privacy breaches, and reputational risks. The company's offerings include monitoring the dark web for compromised data, enhancing device privacy, securing home networks, and removing personal information from data broker sites. By focusing on the unique vulnerabilities of high-profile individuals and their families, BlackCloak delivers tailored solutions that ensure the protection of their clients' privacy and peace of mind in both personal and professional realms.

ModelOp

Series B in 2024
ModelOp, Inc. is a software company specializing in ModelOps solutions that automate the deployment, monitoring, and governance of artificial intelligence models across enterprises. Founded in 2001 and headquartered in Chicago, Illinois, with additional offices in Salt Lake City and San Jose, ModelOp serves Fortune 1000 companies in various sectors, including financial services, manufacturing, and healthcare. The company's platform enables executives, data scientists, and IT professionals to manage AI initiatives at scale while addressing governance challenges associated with technologies such as generative AI and large language models. ModelOp's software provides a comprehensive overview of all models within an organization, allowing users to enforce business and technical controls through a rules-based engine and seamlessly integrate with DevOps processes. This approach helps enterprises leverage the transformative potential of AI while maintaining oversight and compliance.

Virtual Incision

Series C in 2023
Virtual Incision is a medical technology company focused on developing innovative robotic-assisted surgical devices, specifically targeting colon resection. The company has created the MIRA (Miniaturized In vivo Robotic Assistant) Platform, which is a pioneering miniaturized surgical robotic support device. This platform allows for efficient operating room setups in minutes, eliminating the need for cumbersome equipment handling such as draping or docking. By enhancing the surgical process, Virtual Incision aims to improve clinical outcomes while also addressing healthcare costs, positioning itself as a leader in the field of robotic-assisted surgery.

Osano

Series B in 2023
Osano is a provider of a cloud-based data privacy compliance suite designed to assist businesses in adhering to various privacy regulations, including GDPR and CCPA. The company's platform analyzes thousands of online privacy policies, offering insights that enable organizations to understand and navigate the complexities of data privacy laws across different jurisdictions. Through its software, Osano empowers clients to make informed decisions regarding their data interactions and sharing practices with websites and service providers, ultimately enhancing their compliance efforts and promoting responsible data management.

The Pittsburgh Promise

Grant in 2023
The Pittsburgh Promise strives to strengthen the region, inspire systemic change, and transform lives.

Freemarket

Private Equity Round in 2023
Freemarket is a London-based company founded in June 2010 by Alex Hunn, specializing in online currency exchange and cross-border payment solutions for businesses. The company provides a platform that integrates access to a global bank network with innovative technology, enabling businesses to streamline their financial processes. By facilitating transactions at mid-market rates, Freemarket helps clients avoid high fees typically associated with currency exchange. The company's services are designed to simplify complex financial operations, enhance efficiency, and support business growth in an increasingly globalized market.

Parallax

Series B in 2023
Parallax, founded in 2019 and headquartered in Edina, Minnesota, specializes in developing tools designed to enhance organizational alignment and decision-making. The company focuses on empowering digital services firms to improve their operational efficiency and financial performance through predictive resourcing and active forecasting. By offering a curated perspective and an integrated toolset, Parallax alleviates the challenges posed by traditional in-house tools and monolithic platforms that often silo critical data and decision-making processes. This approach enables teams to navigate uncertainties with greater confidence and to make informed strategic decisions that drive growth and increase profitability.

Forj

Venture Round in 2022
Forj is a virtual event platform tailored for professional membership groups and associations. It facilitates exhibitors in sharing product demos, videos, and downloadable content, enhancing interaction within communities. The platform enables users to connect with employees, customers, prospects, and students in an engaging manner, supporting businesses in their growth and development. By providing tools for product implementation and training, Forj also assists companies in launching and showcasing new products while fostering networking opportunities among peers.

Zylo

Series C in 2022
Zylo, Inc. is a leader in SaaS management, providing a software-as-a-service platform that enables enterprises to discover, optimize, and govern their cloud-based applications. Founded in 2015 and headquartered in Indianapolis, Indiana, Zylo's platform offers comprehensive tools for managing software licenses, building renewal calendars, and driving IT collaboration while containing costs and securing SaaS applications. Its patent-pending, AI-powered Discovery Engine facilitates continuous monitoring of SaaS spend, licenses, and usage, providing organizations with valuable insights to optimize their SaaS portfolios. With a commitment to enhancing the employee experience, Zylo's technology supports organizations in managing over 30 million SaaS licenses and $7 billion in SaaS expenditures, making it a trusted resource for enterprises seeking to maximize their software investments.

High Street Partners

Series B in 2022
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.

Tellius

Series B in 2022
Tellius, Inc., established in 2015 and headquartered in Reston, Virginia, specializes in providing an AI-powered business analytics platform designed for enterprises seeking accelerated data-driven insights and decision-making. The company's core offering is a search-enabled visualization tool coupled with a proprietary recommendation engine that automates basic data interpretation using machine learning algorithms. This enables Tellius to uncover hidden correlations, trends, and anomalies within large datasets, presenting them as suggested visualizations and predictive models. Unlike traditional BI tools, Tellius' platform is built on Apache Spark, ensuring scalability and performance in big data environments.

Upfront Healthcare Services

Series C in 2022
Upfront Healthcare Services, Inc. is a Chicago-based company that specializes in creating a data analytics platform aimed at enhancing the ambulatory care experience for patients and healthcare providers. Founded in 2015, the company focuses on automating and personalizing care navigation to improve patient engagement and optimize resource allocation within physician practices. Its platform, known as Care Traffic Control, utilizes advanced analytics and personalized content to guide patients to the most appropriate care options, thereby increasing appointment efficiency and improving clinical outcomes. By leveraging a variety of data sources—including demographics, billing, scheduling, claims, and care gaps—Upfront Healthcare Services ensures that patient needs are effectively matched with available healthcare resources.

Autobooks

Series C in 2022
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

Quiq

Series C in 2022
Quiq, Inc. is a technology company based in Bozeman, Montana, founded in 2015. It specializes in developing customer service messaging management software that enhances communication between businesses and their customers. Quiq offers a cloud-based platform that allows consumers to interact with brands through various digital messaging channels, including SMS, web chat, and social messaging apps. The company's flagship product, Quiq IQ, enables the creation and deployment of AI-driven bots to assist customer service agents in managing inquiries efficiently. Quiq's solutions are designed to provide personalized and proactive customer support at scale, facilitating seamless transitions from AI to human agents. With a focus on customer experience and advanced automation capabilities, Quiq serves notable clients such as Volvo and IHG Hotels & Resorts, helping them implement effective AI strategies to improve customer engagement. In March 2017, the company rebranded from Centricient Inc. to its current name, Quiq, reflecting its commitment to innovative customer interaction solutions.

SourceDay

Series C in 2022
SourceDay LLC is a software company based in Austin, Texas, founded in 2013, that specializes in automating purchase order management processes through its Software-as-a-Service platform. The SourceDay solution centralizes and streamlines the management of purchase orders, allowing users to access real-time supplier performance metrics, download detailed PO reports, and integrate seamlessly with existing ERP systems. Its features include collaboration tools for purchase order exceptions, requests for quotes, accounts payable, and quality control, designed specifically for manufacturing and distribution companies. By replacing traditional methods such as emails and spreadsheets with a user-friendly cloud software, SourceDay enhances communication, reduces errors, and improves on-time deliveries, ultimately optimizing supply chain operations for its clients.

Hefren-Tillotson

Acquisition in 2022
Hefren-Tillotson is a financial services company based in Pittsburgh, Pennsylvania, specializing in wealth management. Established in 1948, it is recognized as one of the oldest and largest full-service wealth management firms in the region. The firm operates as a Registered Investment Adviser (RIA) and is known for its personalized approach to managing client assets, which are overseen by an experienced executive management team. Hefren-Tillotson is set to be fully integrated into Baird by late October, marking a significant transition in its operations.

STR

Private Equity Round in 2022
STR provides cable molding, cable spooling, calibration, cathodic protection inspection, flooded member detection, offshore personnel, research, and technical development services. They provide drop camera systems, subsea cameras, subsea lights, subsea lasers, digital video recorder systems, and more products.

Virtual Incision

Series C in 2021
Virtual Incision is a medical technology company focused on developing innovative robotic-assisted surgical devices, specifically targeting colon resection. The company has created the MIRA (Miniaturized In vivo Robotic Assistant) Platform, which is a pioneering miniaturized surgical robotic support device. This platform allows for efficient operating room setups in minutes, eliminating the need for cumbersome equipment handling such as draping or docking. By enhancing the surgical process, Virtual Incision aims to improve clinical outcomes while also addressing healthcare costs, positioning itself as a leader in the field of robotic-assisted surgery.

Circonus

Series B in 2021
Circonus is a company specializing in real-time monitoring and analytics for modern enterprises. Founded in 2010 and based near Philadelphia, PA, Circonus provides a unified platform that offers clear visibility into the behavior, health, trends, and performance of both traditional infrastructure and cloud-based technologies. The platform enables businesses to collect, store, manage, and analyze data from IoT devices and IT infrastructure in real time, helping them identify and resolve issues quickly. It serves various industries including Adtech, entertainment and streaming media, fintech, logistics and telematics, and smart grid/smart utilities.

Vodori

Series A in 2021
Vodori, Inc. is a software development company based in Chicago, Illinois, specializing in solutions for life sciences organizations. Founded in 2005, Vodori's cloud-based platform simplifies the creation, approval, and distribution of promotional content for pharmaceutical, biotechnology, medical device, and diagnostic sectors. The company's offerings include tools for promotional and medical information, sales enablement, and analytical insights, which help clients streamline their global marketing operations. By providing actionable insights and facilitating more effective collateral, Vodori enables life science companies to optimize essential processes while reducing costs and risks associated with marketing decisions.

Strata Oncology

Series C in 2021
Strata Oncology, Inc. is a precision oncology company focused on enhancing cancer care by facilitating access to precision medicine clinical trials and expediting drug approval processes. Based in Ann Arbor, Michigan, the company develops a comprehensive precision oncology platform that supports routine testing and efficient use of molecular data. Strata's offerings include The Strata Trial, a genomic testing program for systematic precision oncology implementation, and StrataNGS, a targeted assay for sequencing DNA and RNA from biopsies. Additionally, StrataPOINT integrates electronic medical record histories with molecular profiling to ensure eligible patients are tested and considered for trial enrollment. The company features a portfolio of pharma-sponsored therapeutic protocols, known as Strata Partnered Trials, aligned to specific biomarkers. Strata also operates The Strata Lab, a cancer sequencing facility, and maintains the Strata Precision Oncology Network, a collaborative entity aimed at promoting precision medicine initiatives. Formerly known as Strata Oncology Research, Inc., the company rebranded in 2016 and has been incorporated since 2015.

Forj

Seed Round in 2021
Forj is a virtual event platform tailored for professional membership groups and associations. It facilitates exhibitors in sharing product demos, videos, and downloadable content, enhancing interaction within communities. The platform enables users to connect with employees, customers, prospects, and students in an engaging manner, supporting businesses in their growth and development. By providing tools for product implementation and training, Forj also assists companies in launching and showcasing new products while fostering networking opportunities among peers.

Saranas

Series B in 2021
Saranas, Inc. is a medical device company based in Houston, Texas, focused on improving patient outcomes through the early detection of internal bleeding complications during vascular access procedures. Founded in 2011, Saranas has developed a patented bleeding monitoring system that utilizes regional bioimpedance signals to continuously monitor a patient's bleed status. This innovative system allows physicians to identify bleeding complications promptly and make necessary adjustments to the procedure, addressing issues before they escalate into more serious problems. By enhancing the safety and efficiency of interventional and surgical procedures, Saranas aims to reduce complications and associated healthcare costs.

Crayon

Series B in 2021
Crayon, Inc. is a market intelligence platform that helps businesses track, analyze, and act on their digital footprints. It provides tools for intelligence analysis, marketing insights, and website inspiration, enabling organizations to gain competitive advantages in their industries. Founded in 2014 and based in Boston, Massachusetts, Crayon serves mid-market and enterprise clients, allowing them to capture and utilize insights that drive measurable business impact. Originally known as M80 Labs, Inc., the company rebranded to Crayon in June 2017.

Azzur Group

Venture Round in 2021
Azzur Group, founded in 2010 and based in Hatboro, Pennsylvania, operates as a manufacturer specializing in pharmaceuticals, biotechnology, and medical devices. The company offers a range of services that include GXP advisory and consulting, laboratory services, aseptic and GXP training, and IT advisory. With a focus on the healthcare and life sciences sectors, Azzur Group is committed to providing comprehensive solutions that support the regulatory and operational needs of its clients.

ChurnZero

Series B in 2021
ChurnZero, Inc. is a software company that specializes in providing a SaaS platform designed for subscription-based businesses. Founded in 2015 and based in Arlington, Virginia, ChurnZero's platform helps companies enhance customer retention and reduce churn by delivering real-time insights into customer engagement and product usage. The software enables businesses to monitor customer health, automate communications, and create personalized experiences through targeted touchpoints. Key features of the platform include customer journeys, health scoring, survey tools, segmentation, and reporting capabilities. By leveraging these tools, businesses can better understand customer behavior, identify potential risks, and take proactive measures to improve satisfaction and loyalty.

Tracer

Series C in 2021
Tracer is a technology company specializing in brand protection and market insights. It operates a SaaS platform that continuously monitors thousands of global digital sources, including websites, social media, apps, and metaverse environments, using advanced AI and machine learning algorithms. The platform offers real-time detection and analysis of brand misuse, such as IP infringement, fraud, and counterfeiting, enabling businesses to preserve authentic customer interactions and improve brand integrity. Additionally, Tracer Registrar provides enterprise-grade domain registration and management services for long-term brand protection. With over a decade of experience in brand protection, Tracer serves some of the world's most valuable brands, helping them make better business decisions by uncovering dynamic market insights.

Jumpcode Genomics

Funding Round in 2020
Jumpcode Genomics is a biotechnology company founded in 2016 by Keith Brown in Carlsbad, California. The company specializes in genome technology, focusing on enhancing the performance of sequencing workflows. Its proprietary technology, CRISPRclean, utilizes the CRISPR/Cas system to selectively deplete unwanted nucleic acid molecules from sequencing libraries. This innovation improves detection sensitivity, reduces bias, and simplifies overall workflows while maintaining the integrity of non-targeted sequences. By integrating seamlessly with standard library preparation services, Jumpcode Genomics aims to provide researchers with more effective tools for decoding and addressing complex biological challenges.

High Street Partners

Private Equity Round in 2020
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.

HSP Group

Seed Round in 2020
HSP Group, Inc. is a consulting firm based in Bonita Springs, Florida, with additional offices in Naples, New York, San Francisco, Boston, Barcelona, and London. Established in 2020, the company specializes in assisting businesses with their international operations and global expansion. HSP Group offers a range of services, including legal entity management, statutory accounting, international tax compliance, global payroll processing, and HR administration. Its consulting solutions encompass international tax advice, HR support, global mobility, VAT optimization, and project management. Additionally, the firm provides M&A transaction services, focusing on international readiness and ensuring successful buy-side outcomes. By facilitating the implementation and ongoing management of international subsidiaries, HSP Group helps businesses navigate local regulations and maintain operational efficiency across multiple geographies.

Upfront Healthcare Services

Series B in 2020
Upfront Healthcare Services, Inc. is a Chicago-based company that specializes in creating a data analytics platform aimed at enhancing the ambulatory care experience for patients and healthcare providers. Founded in 2015, the company focuses on automating and personalizing care navigation to improve patient engagement and optimize resource allocation within physician practices. Its platform, known as Care Traffic Control, utilizes advanced analytics and personalized content to guide patients to the most appropriate care options, thereby increasing appointment efficiency and improving clinical outcomes. By leveraging a variety of data sources—including demographics, billing, scheduling, claims, and care gaps—Upfront Healthcare Services ensures that patient needs are effectively matched with available healthcare resources.

Blue Matter

Private Equity Round in 2020
Blue Matter Consulting is a management consulting firm that specializes in the life sciences and biopharmaceutical sectors. The company offers strategic insights and consultancy services tailored to support innovation and new product development. Its expertise spans various therapeutic areas, including oncology, rare diseases, infectious diseases, hematology, immunology, and ophthalmology. Blue Matter provides comprehensive services that encompass commercialization, launch strategies, product and portfolio strategy, operational excellence, and lifecycle value management. This enables clients to effectively manage in-line products and achieve their organizational objectives.

eCube Solutions

Private Equity Round in 2020
eCube Solutions Ltd specializes in aircraft recycling and associated services, facilitating the disassembly and processing of end-of-life aircraft into reusable materials. The company offers a range of solutions, including aircraft parking, third-party logistics, customs management, and accredited maintenance services. It also provides metal and non-metal waste processing, enabling the conversion of scrap into secondary raw materials. Additionally, eCube Solutions focuses on efficient zonal disassembly, aircraft demolition, and part storage, connecting aircraft owners with parts companies to enhance operational value. Originally founded as X-Plane Limited in 2011, the company rebranded to eCube Solutions Ltd in September 2014 and is headquartered in Barry, United Kingdom.

Autobooks

Series A in 2020
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

GreenLight Biosciences

Series D in 2020
GreenLight Biosciences, Inc. is a biotechnology company headquartered in Medford, Massachusetts, with an additional location in North Carolina. Founded in 2008, the company specializes in developing RNA-based solutions for agricultural and pharmaceutical purposes. It offers a proprietary technology platform that enables the efficient and cost-effective production of high-quality RNA, facilitating advancements in vaccine development, pandemic response, crop management, and the protection of pollinators. GreenLight develops mRNA-based vaccine candidates, including those aimed at preventing SARS-CoV-2 infections, and engages in collaborative efforts with industry leaders to further enhance its offerings. Through its innovative approach, GreenLight aims to contribute significantly to sustainable global development and food security.

OncoHealth

Series C in 2020
OncoHealth specializes in oncology benefits management solutions aimed at alleviating the physical, mental, and financial burdens of cancer. The company offers a range of services including prior authorization, clinical decision support, physician education, and expert peer review. Additionally, OncoHealth provides consulting for oncology network evaluation and optimization, as well as performance reporting and analytics. The company also features MATIS, a clinical decision support software that enhances oncology analytics through an evidence-based approach to cancer treatment evaluation and benefits management. Founded in 2009 and headquartered in Atlanta, Georgia, with a secondary location in Plantation, Florida, OncoHealth serves health plans, employers, providers, patients, and life science researchers, leveraging technology and real-world data to navigate the complexities associated with cancer care.

GreenLight Biosciences

Venture Round in 2020
GreenLight Biosciences, Inc. is a biotechnology company headquartered in Medford, Massachusetts, with an additional location in North Carolina. Founded in 2008, the company specializes in developing RNA-based solutions for agricultural and pharmaceutical purposes. It offers a proprietary technology platform that enables the efficient and cost-effective production of high-quality RNA, facilitating advancements in vaccine development, pandemic response, crop management, and the protection of pollinators. GreenLight develops mRNA-based vaccine candidates, including those aimed at preventing SARS-CoV-2 infections, and engages in collaborative efforts with industry leaders to further enhance its offerings. Through its innovative approach, GreenLight aims to contribute significantly to sustainable global development and food security.

SourceDay

Series B in 2020
SourceDay LLC is a software company based in Austin, Texas, founded in 2013, that specializes in automating purchase order management processes through its Software-as-a-Service platform. The SourceDay solution centralizes and streamlines the management of purchase orders, allowing users to access real-time supplier performance metrics, download detailed PO reports, and integrate seamlessly with existing ERP systems. Its features include collaboration tools for purchase order exceptions, requests for quotes, accounts payable, and quality control, designed specifically for manufacturing and distribution companies. By replacing traditional methods such as emails and spreadsheets with a user-friendly cloud software, SourceDay enhances communication, reduces errors, and improves on-time deliveries, ultimately optimizing supply chain operations for its clients.

Aura Futures

Venture Round in 2020
Aura Futures specializes in providing workspace technology services tailored for mid-to-large enterprises across various sectors, including education, finance, healthcare, hospitality, and legal. The company focuses on enhancing the workplace atmosphere by integrating technology and first-class service, allowing organizations to concentrate on their core activities. Aura Futures offers a comprehensive suite of services, such as workspace design, collaboration solutions, workflow and managed print services, digital media services, and transformation management. These services aim to improve efficiency, productivity, and agility, ultimately fostering employee wellness and enhancing the overall user experience while generating significant cost savings for clients.

Vega Technology

Acquisition in 2020
Vega Technology Limited specializes in system integration and managed services for audio-visual solutions, video conferencing, and collaboration technologies. Established in 1986 and headquartered in Kwai Chung, Hong Kong, the company serves a diverse range of industries, including banking, healthcare, real estate, and entertainment, catering to both enterprises and Fortune Global 500 companies. Vega Technology offers a comprehensive array of products and services, such as video capture and recording, digital signage, pro-audio systems, collaboration platforms, and IT infrastructure solutions. In addition, the company provides various managed and professional services, including event management and global account management. With additional offices in the Asia Pacific region and Europe, Vega Technology is committed to enhancing productivity and facilitating effective communication in the modern workplace.

Apervita

Venture Round in 2019
With wasteful healthcare spending in the U.S. estimated at $935 billion, we take our role as a healthcare innovator very seriously. Simply put, we’re on a mission to transform quality measurement and care delivery. To drive toward a Learning Health System—a framework that drives better outcomes and cost efficiencies across the health ecosystem—the industry has to commit to real change. Apervita is that change. Through our solutions and trusted collaboration platform, we’re committed to making the Learning Health System a reality, making healthcare smarter and ultimately improving patient care. As we move into our next phase of growth, we’re looking for passionate and fearless professionals to help us pursue our mission. We’ve earned the trust of our investors, including Optum Ventures, Baird Capital, Pritzker Group Venture Capital and Math Venture Partners, to further grow and scale our business. We’ve also been recognized as an industry leader by Gartner, CIOReview, Healthcare Tech Outlook, and Healthcare Informatics. Always in search of the next “first,” Apervita was named the first company to certify electronic clinical quality measures from the National Committee for Quality Assurance (NCQA) using our proprietary clinical quality language (CQL) ingestion engine. And, we were recently awarded by Healthcare Innovation for our innovative work with The Joint Commission, one of the nation’s largest regulatory organizations. We believe we’re making a difference every day to drive improvements in quality care that lead to better patient outcomes with a lower cost of care. We’re honored to be on this incredibly important journey to build a better healthcare system.

AiCure

Series C in 2019
AiCure, LLC is a New York-based company that specializes in developing scalable medication adherence solutions and intelligent medical assistant technologies. Utilizing a visual recognition platform, AiCure's software monitors patient progress through mobile devices, confirming medication ingestion in clinical trials and among high-risk populations. The platform employs patented facial recognition and motion-sensing technology to identify patients and medications, detect diversion, and capture evidence of adherence in real-time. This data enables immediate intervention and longitudinal tracking of adherence patterns, ultimately enhancing treatment outcomes and reducing healthcare costs. AiCure's capabilities also facilitate remote patient engagement in clinical trials by measuring digital biomarkers and monitoring patient dosing. Founded in 2010, AiCure aims to transform healthcare delivery systems through advanced data analytics and artificial intelligence.

NowSecure

Series B in 2019
NowSecure, Inc. is a mobile app security software company that specializes in automated security and privacy testing solutions for mobile applications. Founded in 2009 and headquartered in Chicago, Illinois, NowSecure offers a comprehensive suite of services designed to identify security threats, compliance gaps, and privacy issues across custom-developed, commercial, and business-critical mobile apps. Its flagship offerings include the NowSecure Platform, which provides automated testing for pre-production and published iOS and Android binaries, and NowSecure Workstation, a hardware and software kit that streamlines mobile app vulnerability assessments. The company also delivers ongoing monitoring for security, privacy, and compliance risks through NowSecure Data, as well as expert manual penetration testing and developer training via NowSecure Services. NowSecure's solutions are utilized across various sectors, including financial services, retail, hospitality, and government, enabling organizations to enhance their mobile app security in Agile and DevSecOps environments.

AEGIS Hedging Solutions

Venture Round in 2019
AEGIS Hedging Solutions, LLC is a provider of hedge advisory services and a developer of a hedge management platform. Founded in 2013 and based in The Woodlands, Texas, the company specializes in offering innovative technology and market insights tailored to the needs of clients in various sectors, including oil and gas, refined products, rates, and metals. AEGIS combines its proprietary technology with expertise in commodity and rate hedging to assist producers, consumers, manufacturers, and investors in protecting their cash flow. The company's fully-integrated approach enables clients to efficiently research, trade, and manage their hedge portfolios, supported by continuous market insights and customized hedge programs.

Cala Health

Series C in 2019
Cala Health, Inc. is a bioelectronic medicine company based in Burlingame, California, founded in 2013. The company specializes in developing wearable neuromodulation therapies aimed at treating chronic diseases. Its flagship product, Cala Trio, is a non-invasive prescription therapy designed to provide transient relief from hand tremors in adults with essential tremor. By integrating advancements in neuroscience and technology, Cala Health focuses on individualized peripheral nerve stimulation to enhance patient outcomes. In addition to its work on essential tremor, the company is also developing therapies for conditions such as Parkinson's disease, as well as exploring applications in psychiatry, cardiology, and autoimmune disorders.

ChurnZero

Series A in 2019
ChurnZero, Inc. is a software company that specializes in providing a SaaS platform designed for subscription-based businesses. Founded in 2015 and based in Arlington, Virginia, ChurnZero's platform helps companies enhance customer retention and reduce churn by delivering real-time insights into customer engagement and product usage. The software enables businesses to monitor customer health, automate communications, and create personalized experiences through targeted touchpoints. Key features of the platform include customer journeys, health scoring, survey tools, segmentation, and reporting capabilities. By leveraging these tools, businesses can better understand customer behavior, identify potential risks, and take proactive measures to improve satisfaction and loyalty.

Hireology

Series D in 2019
Hireology, Inc. is a Chicago-based company that offers a web-based hiring management software platform designed to help businesses source, engage, and hire top talent. Founded in 2009, it provides an all-in-one solution that streamlines the hiring process by integrating features such as a fully-hosted career site, job postings, pre-hire assessments, and background checks. The platform is particularly tailored for decentralized organizations, including franchise systems, banks, healthcare systems, and dealer networks. By leveraging data on high-performing employees, Hireology's Selection Manager enables organizations to make better hiring decisions, reduce turnover, and enhance productivity across multiple locations. Its comprehensive approach also includes managing employee onboarding, payroll, and benefits, making it a valuable resource for businesses aiming to build effective teams.

GreenLight Biosciences

Venture Round in 2019
GreenLight Biosciences, Inc. is a biotechnology company headquartered in Medford, Massachusetts, with an additional location in North Carolina. Founded in 2008, the company specializes in developing RNA-based solutions for agricultural and pharmaceutical purposes. It offers a proprietary technology platform that enables the efficient and cost-effective production of high-quality RNA, facilitating advancements in vaccine development, pandemic response, crop management, and the protection of pollinators. GreenLight develops mRNA-based vaccine candidates, including those aimed at preventing SARS-CoV-2 infections, and engages in collaborative efforts with industry leaders to further enhance its offerings. Through its innovative approach, GreenLight aims to contribute significantly to sustainable global development and food security.

Hilliard Lyons

Acquisition in 2018
Hilliard Lyons, founded in 1854 and based in Louisville, Kentucky, specializes in providing personalized wealth management services and comprehensive advisory solutions. The firm's wealth advisors focus on understanding clients' unique goals and aspirations, creating tailored financial roadmaps to guide them through various stages of their financial lives. Hilliard Lyons also offers merger and acquisition advisory services, business valuation, and exit planning, primarily targeting growth-oriented lower and middle-market companies in the Midwest and Southeast regions. In 2019, Hilliard Lyons' business owner solutions division was acquired by Baird, enhancing its service offerings and market reach.

NeoChord

Series D in 2018
NeoChord, Inc. is a medical technology company based in St. Louis Park, Minnesota, specializing in innovative solutions for degenerative mitral valve disease (DMR). Founded in 2007, the company has developed the NeoChord Artificial Chordae Delivery System, a proprietary device that enables mitral valve repair to be performed while the heart is still beating. This minimally invasive technique involves a small incision, significantly reducing recovery time and complications compared to traditional procedures that require larger chest incisions and stopping the heart. NeoChord's system addresses severe mitral regurgitation caused by elongated or ruptured chordae tendineae, allowing surgeons to effectively manage blood flow without the need for cardiopulmonary bypass.

Crisp

Venture Round in 2018
Crisp Thinking Group Ltd. specializes in online community management software, offering a comprehensive SaaS platform that oversees various online environments, including forums, social media channels, and online games. The company focuses on managing user-generated content across these platforms while providing solutions to detect and address threats in communities for children and teenagers. Crisp also offers tools to safeguard online gaming spaces from issues such as spamming, trolling, and scamming. Additionally, the platform enables users to manage their online presence and content effectively. Founded in 2005 and based in Leeds, UK, Crisp has expanded its operations internationally, with offices in major cities like New York, San Francisco, Los Angeles, and London, serving a diverse clientele that includes some of the world's leading brands in media, fashion, and pharmaceuticals.

Arrive

Series D in 2018
Arrive is a company that focuses on enhancing the last mile of mobility through innovative parking solutions. It offers a unique platform that predicts and recommends optimal parking options tailored to individual journeys, thereby simplifying the parking experience for drivers. This technology is accessible through various interfaces, including apps, websites, voice platforms, and in-dash vehicle integrations. Arrive serves a diverse range of clients, including smart cities, automakers, fleets, and venues, while also managing consumer brands like ParkWhiz and BestParking. The company aims to streamline parking processes, providing features that allow for easy reservations and drive-up access at numerous locations, ultimately making parking more efficient and user-friendly.

Collingwood Lighting

Acquisition in 2018
Collingwood Lighting Ltd. is a prominent designer and manufacturer of LED lighting products based in Northampton, United Kingdom. Established in 1961 and formerly known as Collingwood VLM Limited, the company specializes in a diverse range of interior and exterior luminaires for residential, commercial, and light industrial applications. Its extensive product portfolio includes downlights, wall lights, ground lights, spike lights, strip lights, bollard lights, and emergency lighting solutions, catering to various settings such as homes, restaurants, hotels, gardens, and public spaces. Collingwood Lighting is committed to providing energy-efficient lighting options and serves its customers through a mobile showroom and dedicated sales team, focusing on both professional refurbishments and new-build markets in the UK and France.

Zurex Pharma

Series D in 2018
Zurex Pharma, Inc. is a pharmaceutical and medical technology company focused on developing and commercializing innovative antimicrobial products aimed at preventing healthcare-associated infections, particularly in surgical site wounds and catheter-related scenarios. The company’s product offerings include ZuraPrep, a pre-surgical skin preparation designed to minimize the risk of surgical site infections; ZurAsept, an antimicrobial and antithrombotic catheter solution that addresses catheter-related bloodstream infections; and ZuraGard, which protects against extra-luminal or exit site infections. Founded in 2008 and headquartered in Middleton, Wisconsin, Zurex Pharma operates as a subsidiary of Ash Access Technology, Inc. The company is dedicated to overcoming scientific and technical challenges in infection prevention, providing healthcare professionals with effective solutions to enhance patient safety.

M. Griffith Investment Services

Acquisition in 2018
M. Griffith Investment Services, Inc. is a well-established financial services firm based in New Hartford, New York, offering a range of financial planning and investment management services. Founded in 1947, the company has built a strong reputation, serving individuals, businesses, not-for-profit organizations, endowments, and foundations. M. Griffith provides comprehensive services including retirement planning, estate planning, wealth protection and transfer, tax planning, and lending services. The firm emphasizes a client-focused approach, tailoring its investment advisory services to align with clients' risk tolerances, tax implications, and philanthropic goals. Additionally, M. Griffith offers consulting for various stages of retirement planning and investment strategies involving annuities, life insurance, mutual funds, and fixed income securities. With a team of over 40 employees, including 12 financial advisors, the company manages more than $2 billion in assets, reflecting its commitment to helping clients achieve their financial objectives.

Strata Oncology

Series B in 2018
Strata Oncology, Inc. is a precision oncology company focused on enhancing cancer care by facilitating access to precision medicine clinical trials and expediting drug approval processes. Based in Ann Arbor, Michigan, the company develops a comprehensive precision oncology platform that supports routine testing and efficient use of molecular data. Strata's offerings include The Strata Trial, a genomic testing program for systematic precision oncology implementation, and StrataNGS, a targeted assay for sequencing DNA and RNA from biopsies. Additionally, StrataPOINT integrates electronic medical record histories with molecular profiling to ensure eligible patients are tested and considered for trial enrollment. The company features a portfolio of pharma-sponsored therapeutic protocols, known as Strata Partnered Trials, aligned to specific biomarkers. Strata also operates The Strata Lab, a cancer sequencing facility, and maintains the Strata Precision Oncology Network, a collaborative entity aimed at promoting precision medicine initiatives. Formerly known as Strata Oncology Research, Inc., the company rebranded in 2016 and has been incorporated since 2015.

Delta Disaster Services

Acquisition in 2018
Delta Disaster Services, LLC is a prominent provider of restoration and reconstruction services for both residential and commercial clients, specializing in water extraction, dehumidification, personal belongings recovery, mold testing, and smoke and fire damage restoration. Established in 2004 and headquartered in Arvada, Colorado, the company operates as a subsidiary of HRI Holdings, Inc. Delta Disaster Services is recognized nationally as an award-winning franchise brand within the extensive restoration industry, which is valued at approximately 60 billion dollars. With franchise offices in 16 markets across the United States, the company ensures that all its locations are certified in the comprehensive range of restoration services they provide.

Nirvana Asia

Private Equity Round in 2018
Nirvana Asia Ltd., headquartered in Kuala Lumpur, Malaysia, is a leading provider of integrated premium death care services across several countries in Asia, including Malaysia, Singapore, Indonesia, Thailand, and Hong Kong. Established in 1990, the company operates primarily through two segments: Burial Services and Funeral Services. Nirvana Asia specializes in offering burial plots, niches, and comprehensive tomb design and construction services, which include landscaping and the use of high-quality materials. Additionally, the company provides essential funeral services, including embalming, cremation, and the maintenance of cemetery and columbarium facilities. Renowned for its professionalism and reliability, Nirvana Asia has established itself as a trusted brand in the death care industry, recognized for its commitment to quality service and customer care.

Autobooks

Series A in 2018
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

ReMed

Private Equity Round in 2018
ReMed provides rehabilitation services, neurobehavioral services, and supported living for people with mild, moderate, and severe brain injuries. They offer residential, outpatient, and home and community-based treatment.

Lapador

Series A in 2018
Lapador is a manufacturer and retailer specializing in clothing, maternal products, and child merchandise. The company prioritizes quality innovation and is committed to enhancing its product offerings, ensuring safety, comfort, and reliability through rigorous testing and quality checks at every stage of production, from raw materials to finished goods. Lapador tailors its products to align with Chinese baby-care habits, providing customized, high-quality solutions for mothers and their children. With a focus on delivering exceptional value, Lapador aims to create a positive impact in the market for maternal and child products.

AiCure

Series B in 2017
AiCure, LLC is a New York-based company that specializes in developing scalable medication adherence solutions and intelligent medical assistant technologies. Utilizing a visual recognition platform, AiCure's software monitors patient progress through mobile devices, confirming medication ingestion in clinical trials and among high-risk populations. The platform employs patented facial recognition and motion-sensing technology to identify patients and medications, detect diversion, and capture evidence of adherence in real-time. This data enables immediate intervention and longitudinal tracking of adherence patterns, ultimately enhancing treatment outcomes and reducing healthcare costs. AiCure's capabilities also facilitate remote patient engagement in clinical trials by measuring digital biomarkers and monitoring patient dosing. Founded in 2010, AiCure aims to transform healthcare delivery systems through advanced data analytics and artificial intelligence.

Hopebridge Autism Therapy Center

Venture Round in 2017
Hopebridge, LLC is a healthcare provider that specializes in outpatient services for children requiring behavioral diagnosis and various therapies, including applied behavioral analysis, occupational, feeding, and speech treatments. The company is dedicated to addressing a range of conditions, such as neurological, genetic, sensory processing, and feeding disorders, as well as language delays and behavioral concerns. Founded in 2005, Hopebridge is headquartered in Indianapolis, Indiana, and operates clinics across several states, including Indiana, Kentucky, Georgia, Ohio, Colorado, and Arizona. The organization also provides diagnostic services to identify the underlying causes of behavioral delays, offering care in center, home, and school settings.

Strategas Research Partners

Acquisition in 2017
Strategas Research Partners, LLC is a research firm based in New York, with additional offices in Columbus and Washington, D.C. The firm specializes in providing comprehensive investment strategy, economics, policy analysis, quantitative research, technical analysis, fixed income insights, and industry surveys. Strategas focuses on identifying major themes that impact global financial markets while delivering projections on corporate profits, equity indices, and economic trends such as growth and inflation. Their policy research examines legislative initiatives with direct investment implications, while quantitative analysis assists in recognizing trends within the business cycle. The technical analysis identifies investment opportunities across various asset classes, and the firm also constructs internal indices to track manufacturing activity. Additionally, Strategas offers bespoke research services tailored to client needs, alongside capital market and corporate advisory services for institutional investors and corporate executives worldwide. Founded in 2006, the firm has established a reputation for delivering in-depth insights and regular updates to its clients. As of late 2018, Strategas operates as a subsidiary of Robert W. Baird & Co. Incorporated.

Montage

Series D in 2017
Montage Talent, Inc. specializes in providing live and on-demand voice and video interviewing solutions tailored for large enterprises, healthcare sectors, and staffing and recruitment process outsourcing firms. Established in 2007 and based in Delafield, Wisconsin, the company was previously known as Expressume, Inc. and adopted its current name in 2001. Montage serves a diverse clientele, including numerous Fortune 500 companies, by delivering a modern hiring experience that combines advanced technology with personalized service. As a pioneer in purpose-built video interviewing, Montage's proprietary platform is designed for reliability, scalability, compliance, and security, ensuring it meets enterprise demands. The company emphasizes innovation driven by market needs and data, aiming to enhance the efficiency and predictability of talent acquisition. Additionally, Montage is dedicated to fostering long-term client relationships and providing exceptional support at every stage of the hiring process.

Housecall Pro

Series B in 2017
Housecall Pro is a developer of a mobile software platform that connects service professionals with homeowners. Founded in 2013 and headquartered in San Diego, California, the company offers a comprehensive tool designed to manage various business workflows. Its platform enables users to handle job scheduling, customer databases, invoicing, payment processing, and technician dispatching through a smartphone and a web portal. Housecall Pro caters to a range of service industries, including plumbing, carpet cleaning, landscaping, pest control, home cleaning, handyman services, and chimney sweeping. By providing a low-cost solution, the company helps service professionals streamline their operations and enhance their overall efficiency.

Prescient Healthcare Group

Private Equity Round in 2017
Prescient Healthcare Group is a consultancy firm that specializes in product strategy and decision support services for the pharmaceutical and biotech industries. Established in 2007 and headquartered in London, the company has expanded its global presence with additional offices in New York, San Francisco, New Delhi, and Beijing. Prescient provides a comprehensive range of services, including scientific and disease area insights, clinical and medical support, strategic market access, commercial planning, competitive analysis, and market forecasting. By partnering with leading multinational pharmaceutical companies and emerging biotech organizations, Prescient aims to enhance clinical and commercial decision-making, ultimately improving outcomes for patients and stakeholders alike.

Amphora Medical

Series B in 2017
Amphora Medical, Inc. is a Minnesota-based company that develops innovative medical devices aimed at treating female overactive bladder (OAB) syndrome. Founded in 2011 and headquartered in Maple Grove, Minnesota, the company is focused on creating a novel cystoscopic device that utilizes minimally invasive procedures to enhance bladder function. Amphora Medical's technology is designed to improve the quality of life for individuals suffering from OAB, offering a promising solution in the field of urology.

Autobooks

Series A in 2017
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

Elucent Medical

Series A in 2017
Elucent Medical LLC is a healthcare company focused on enhancing breast cancer treatment. Established in 2014 and headquartered in Brookfield, Wisconsin, Elucent Medical creates and commercializes a wireless marker tag and detection system that improves the localization of breast abnormalities during surgical excision. Their advanced surgical navigation technology relies on real-time data processing to accurately identify surgical markers, which helps in determining tumor margins and ultimately contributes to better patient outcomes. By streamlining the surgical process and eliminating the need for traditional metal clips, Elucent Medical aims to make breast cancer procedures more accessible and affordable while enabling surgeons to effectively preserve breast tissue during cancer removal. The company's innovations serve both healthcare providers and patients, enhancing the overall efficacy of breast cancer surgeries.

Integrated Diagnostics

Series C in 2016
Integrated Diagnostics Inc. is a company focused on developing laboratory-based blood diagnostic tools that facilitate the early diagnosis of complex diseases through non-invasive blood tests. Established in 2005 and headquartered in Seattle, Washington, the company specializes in products that monitor multiple molecular markers simultaneously, offering valuable insights for conditions such as lung cancer. One of its key offerings is Xpresys Lung, a molecular blood test designed to provide objective information for assessing pulmonary nodules. Integrated Diagnostics is committed to leveraging advanced technologies to create a pipeline of innovative diagnostic products aimed at enhancing disease management for conditions including cancer, diabetes, and Alzheimer's. The company operates under a strategic partnership with Agilent Technologies Inc. and has been functioning as a subsidiary of Biodesix, Inc. since 2018.

Datica

Series B in 2016
Datica, founded in 2013 and headquartered in Minneapolis, Minnesota, provides a cloud-based healthcare platform designed to facilitate clinical data exchange for highly regulated industries. The platform enables developers to implement cloud-based user management, secure messaging, and data storage without the complexities of server configuration. By supporting common data structures and mandated health services, Datica allows clients, ranging from mid-to-late-stage startups to Fortune 100 companies, to expedite electronic health record (EHR) integration and ensure compliance with cloud regulations. This approach helps organizations manage sensitive information efficiently and securely in the cloud.

R2Integrated

Acquisition in 2016
R2Integrated is a provider of digital and social marketing services focused on enhancing customer experiences and driving brand impact. The company specializes in creating integrations between brand, demand, and technology, enabling clients to accelerate their marketing return on investment. R2Integrated offers a comprehensive suite of services, including web content management, digital marketing, teleservices, technology services, and social media management. By combining insights and technology with creative design, R2Integrated aims to foster engagement and deliver impactful digital experiences for its clients.

Fideo Intelligence

Series C in 2016
Fideo Intelligence specializes in advanced identity verification and fraud prevention. It leverages a vast, diverse data ecosystem and real-time integration to provide a comprehensive, up-to-date view of identities. The company's platform is designed for efficiency and scalability, empowering businesses to mitigate risk, expedite onboarding processes, and stay proactive against evolving fraud threats. It caters to finance, communications, and intelligence sectors, offering reliable insights through its identity intelligence products.

Hireology

Series C in 2016
Hireology, Inc. is a Chicago-based company that offers a web-based hiring management software platform designed to help businesses source, engage, and hire top talent. Founded in 2009, it provides an all-in-one solution that streamlines the hiring process by integrating features such as a fully-hosted career site, job postings, pre-hire assessments, and background checks. The platform is particularly tailored for decentralized organizations, including franchise systems, banks, healthcare systems, and dealer networks. By leveraging data on high-performing employees, Hireology's Selection Manager enables organizations to make better hiring decisions, reduce turnover, and enhance productivity across multiple locations. Its comprehensive approach also includes managing employee onboarding, payroll, and benefits, making it a valuable resource for businesses aiming to build effective teams.

Signal

Series E in 2016
Signal Digital, Inc. is a digital marketing technology company that specializes in customer identity solutions for enterprises. Its platform enhances customer experiences by delivering contextual relevance across various engagement points. Key offerings include Onboard to Activate, which effectively targets the right customers while filtering out duplicates, and Onsite Identity Resolution, which identifies anonymous website visitors. Additionally, its Measurement solution provides real-time insights into media impressions and return on investment, enabling marketers to better understand their audiences. Founded in 2009 and headquartered in Chicago, Illinois, Signal also maintains offices in London, Tokyo, and Sydney. As of August 2020, Signal operates as a subsidiary of TransUnion.

Strata Oncology

Series A in 2016
Strata Oncology, Inc. is a precision oncology company focused on enhancing cancer care by facilitating access to precision medicine clinical trials and expediting drug approval processes. Based in Ann Arbor, Michigan, the company develops a comprehensive precision oncology platform that supports routine testing and efficient use of molecular data. Strata's offerings include The Strata Trial, a genomic testing program for systematic precision oncology implementation, and StrataNGS, a targeted assay for sequencing DNA and RNA from biopsies. Additionally, StrataPOINT integrates electronic medical record histories with molecular profiling to ensure eligible patients are tested and considered for trial enrollment. The company features a portfolio of pharma-sponsored therapeutic protocols, known as Strata Partnered Trials, aligned to specific biomarkers. Strata also operates The Strata Lab, a cancer sequencing facility, and maintains the Strata Precision Oncology Network, a collaborative entity aimed at promoting precision medicine initiatives. Formerly known as Strata Oncology Research, Inc., the company rebranded in 2016 and has been incorporated since 2015.

bfinance UK

Acquisition in 2016
bfinance is an independent financial services firm based in the UK, established in 1999. The company offers tailored advice and solutions to a diverse range of clients, including corporate and public pension funds, insurance firms, endowments, sovereign wealth funds, public treasury funds, and family offices across the globe. Its expertise encompasses all traditional and alternative asset classes, allowing bfinance to assist clients in developing, implementing, and managing effective investment programs, as well as financing and treasury solutions. The firm has provided high-quality, customized advisory services to over 300 sophisticated investing institutions, which collectively manage more than $1 trillion in assets across more than 25 countries. Renowned for its innovative approaches in research, reporting, and investment manager selection, bfinance adapts its services to meet the evolving needs of its clients.

Zaloni

Series A in 2016
Zaloni, Inc. is a company that specializes in enterprise data lake management software solutions aimed at helping businesses harness the power of big data. Founded in 2007 and based in Research Triangle Park, North Carolina, Zaloni offers two primary products: Bedrock, a comprehensive data lake management platform that streamlines the creation and administration of data lakes, and Mica, a data preparation solution that empowers business users to extract value from data without needing IT assistance. The company's platforms facilitate end-to-end data operations, enabling clients to address challenges related to data sprawl, enhance data security, and accelerate insights while reducing costs. Zaloni primarily serves Fortune 500 companies across various sectors, including health and life sciences, financial services, and telecommunications.

Arrive

Series C in 2016
Arrive is a company that focuses on enhancing the last mile of mobility through innovative parking solutions. It offers a unique platform that predicts and recommends optimal parking options tailored to individual journeys, thereby simplifying the parking experience for drivers. This technology is accessible through various interfaces, including apps, websites, voice platforms, and in-dash vehicle integrations. Arrive serves a diverse range of clients, including smart cities, automakers, fleets, and venues, while also managing consumer brands like ParkWhiz and BestParking. The company aims to streamline parking processes, providing features that allow for easy reservations and drive-up access at numerous locations, ultimately making parking more efficient and user-friendly.

Arrive

Series C in 2016
Arrive is a company that focuses on enhancing the last mile of mobility through innovative parking solutions. It offers a unique platform that predicts and recommends optimal parking options tailored to individual journeys, thereby simplifying the parking experience for drivers. This technology is accessible through various interfaces, including apps, websites, voice platforms, and in-dash vehicle integrations. Arrive serves a diverse range of clients, including smart cities, automakers, fleets, and venues, while also managing consumer brands like ParkWhiz and BestParking. The company aims to streamline parking processes, providing features that allow for easy reservations and drive-up access at numerous locations, ultimately making parking more efficient and user-friendly.

Appcast

Series A in 2015
Appcast, Inc. is a provider of innovative job advertising solutions aimed at employers, recruitment firms, and job sites. Founded in 2014 and headquartered in Lebanon, New Hampshire, with additional offices in Boston, Massachusetts; Minsk, Belarus; and Fredericton, Canada, the company offers a range of products designed to enhance recruitment efforts. Its Clickcast platform allows agencies and job boards to manage recruitment media from a centralized location, while Xcelerate serves as a job advertising exchange for employers and select agencies. The Ad Manager functions as a hub for performance job ads, and the Exchange solution connects employers with active job seekers. Appcast also provides targeted employment brand advertising to reach specific candidate communities. Operating under a pay-per-applicant model, Appcast aims to revolutionize recruitment advertising through data-driven and programmatic technology, enabling effective promotion of job openings across numerous platforms. As of July 2019, Appcast operates as a subsidiary of StepStone Deutschland GmbH.

Synap Software Labs

Seed Round in 2015
Synap Software Labs is a B2B software company based in Chicago, Illinois, founded in 2015. The company specializes in developing a cloud-based, cross-platform relationship management tool called Synap, designed to enhance communication and collaboration among customer-facing teams. This platform streamlines the sharing of information by linking team email accounts and other communication tools, allowing users to track interactions with clients effectively. Synap enables managers and team members to engage in ongoing conversations, facilitates seamless coverage for absent colleagues, and helps locate important documents shared via email. By leveraging advancements in API technology, mobile platforms, and data analysis, Synap Software Labs aims to improve customer relationship management and empower users to foster stronger connections with their clients. As of 2018, the company operates as a subsidiary of Imagineer Technology Group, Inc.

NeoChord

Series C in 2015
NeoChord, Inc. is a medical technology company based in St. Louis Park, Minnesota, specializing in innovative solutions for degenerative mitral valve disease (DMR). Founded in 2007, the company has developed the NeoChord Artificial Chordae Delivery System, a proprietary device that enables mitral valve repair to be performed while the heart is still beating. This minimally invasive technique involves a small incision, significantly reducing recovery time and complications compared to traditional procedures that require larger chest incisions and stopping the heart. NeoChord's system addresses severe mitral regurgitation caused by elongated or ruptured chordae tendineae, allowing surgeons to effectively manage blood flow without the need for cardiopulmonary bypass.

eDo Interactive

Series E in 2015
eDo Interactive is a company that specializes in a card-linked offer platform designed to connect online advertising with in-store results. The platform allows users to personalize offers, which are then automatically accessible through credit cards, debit cards, and mobile devices. By leveraging partnerships with banks, eDo Interactive enables targeted advertising that seamlessly integrates with consumer payment methods. The company operates at the intersection of payments and advertising, addressing key trends in digital marketing, personalization, and mobile technology. Headquartered in Nashville, Tennessee, eDo Interactive also maintains offices in Chicago, New York City, and Atlanta.

SloanLED

Acquisition in 2015
SloanLED, founded in 1957, specializes in designing and developing high-reliability lighting products, positioning itself as a leader in Light Emitting Diode (LED) technology since the 1970s. The company serves a diverse range of sectors, including commercial, industrial, and high-tech industries, with its LED products employed in applications such as signage, spa lighting, optoelectronics, refrigeration, and downlighting. Committed to quality, SloanLED combines over 55 years of lighting experience with ISO 9001:2008 certification in quality management, ensuring strong warranties and dependable technical support. The company emphasizes customer care while helping clients achieve significant energy and maintenance cost savings through its innovative lighting solutions.

Alpha Source

Private Equity Round in 2015
Alpha Source, Inc. is a Milwaukee-based company that distributes biomedical repair parts and supplies to the healthcare sector. Founded in 1986, it offers a diverse range of products, including medical replacement lamps, xenon lamps, batteries, patient cables, medical instruments, and various electrical components. The company also manufactures rechargeable battery packs and electrical assemblies utilized in medical equipment and high-tech devices. Additionally, Alpha Source provides repair services for items such as fiber optic cables and blood pressure cuffs, along with recycling services for oxygen sensors. Operating through distributors and direct sales teams, Alpha Source serves customers in the United States and across more than 74 countries. The company is recognized for its innovative solutions in medical equipment maintenance and telemedicine, enhancing patient care and clinical outcomes through a skilled biomedical field services team that offers preventative maintenance, repair services, and training.

Alpha Source

Acquisition in 2015
Alpha Source, Inc. is a Milwaukee-based company that distributes biomedical repair parts and supplies to the healthcare sector. Founded in 1986, it offers a diverse range of products, including medical replacement lamps, xenon lamps, batteries, patient cables, medical instruments, and various electrical components. The company also manufactures rechargeable battery packs and electrical assemblies utilized in medical equipment and high-tech devices. Additionally, Alpha Source provides repair services for items such as fiber optic cables and blood pressure cuffs, along with recycling services for oxygen sensors. Operating through distributors and direct sales teams, Alpha Source serves customers in the United States and across more than 74 countries. The company is recognized for its innovative solutions in medical equipment maintenance and telemedicine, enhancing patient care and clinical outcomes through a skilled biomedical field services team that offers preventative maintenance, repair services, and training.

Datica

Series B in 2015
Datica, founded in 2013 and headquartered in Minneapolis, Minnesota, provides a cloud-based healthcare platform designed to facilitate clinical data exchange for highly regulated industries. The platform enables developers to implement cloud-based user management, secure messaging, and data storage without the complexities of server configuration. By supporting common data structures and mandated health services, Datica allows clients, ranging from mid-to-late-stage startups to Fortune 100 companies, to expedite electronic health record (EHR) integration and ensure compliance with cloud regulations. This approach helps organizations manage sensitive information efficiently and securely in the cloud.

Veniti

Series C in 2015
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.

Carsing

Series A in 2015
Carsing was founded in 2009 by Lin Zhe, a seasoned entrepreneur with deep experience in the Chinese automotive market. The company, which currently has 15 locations in Shanghai and Shenzhen, aims to improve consumers' experiences when selling used vehicles by providing inspection services and facilitating transactions to automobile dealers through wireless mobile auctions. Through this financing, the investors will leverage their knowledge of the Chinese market to help grow Carsing's domestic footprint.

Fideo Intelligence

Series B in 2015
Fideo Intelligence specializes in advanced identity verification and fraud prevention. It leverages a vast, diverse data ecosystem and real-time integration to provide a comprehensive, up-to-date view of identities. The company's platform is designed for efficiency and scalability, empowering businesses to mitigate risk, expedite onboarding processes, and stay proactive against evolving fraud threats. It caters to finance, communications, and intelligence sectors, offering reliable insights through its identity intelligence products.

Apervita

Series A in 2015
With wasteful healthcare spending in the U.S. estimated at $935 billion, we take our role as a healthcare innovator very seriously. Simply put, we’re on a mission to transform quality measurement and care delivery. To drive toward a Learning Health System—a framework that drives better outcomes and cost efficiencies across the health ecosystem—the industry has to commit to real change. Apervita is that change. Through our solutions and trusted collaboration platform, we’re committed to making the Learning Health System a reality, making healthcare smarter and ultimately improving patient care. As we move into our next phase of growth, we’re looking for passionate and fearless professionals to help us pursue our mission. We’ve earned the trust of our investors, including Optum Ventures, Baird Capital, Pritzker Group Venture Capital and Math Venture Partners, to further grow and scale our business. We’ve also been recognized as an industry leader by Gartner, CIOReview, Healthcare Tech Outlook, and Healthcare Informatics. Always in search of the next “first,” Apervita was named the first company to certify electronic clinical quality measures from the National Committee for Quality Assurance (NCQA) using our proprietary clinical quality language (CQL) ingestion engine. And, we were recently awarded by Healthcare Innovation for our innovative work with The Joint Commission, one of the nation’s largest regulatory organizations. We believe we’re making a difference every day to drive improvements in quality care that lead to better patient outcomes with a lower cost of care. We’re honored to be on this incredibly important journey to build a better healthcare system.

NowSecure

Series A in 2014
NowSecure, Inc. is a mobile app security software company that specializes in automated security and privacy testing solutions for mobile applications. Founded in 2009 and headquartered in Chicago, Illinois, NowSecure offers a comprehensive suite of services designed to identify security threats, compliance gaps, and privacy issues across custom-developed, commercial, and business-critical mobile apps. Its flagship offerings include the NowSecure Platform, which provides automated testing for pre-production and published iOS and Android binaries, and NowSecure Workstation, a hardware and software kit that streamlines mobile app vulnerability assessments. The company also delivers ongoing monitoring for security, privacy, and compliance risks through NowSecure Data, as well as expert manual penetration testing and developer training via NowSecure Services. NowSecure's solutions are utilized across various sectors, including financial services, retail, hospitality, and government, enabling organizations to enhance their mobile app security in Agile and DevSecOps environments.

WordStream

Series C in 2014
WordStream, Inc. is a Boston-based company that specializes in search marketing software and pay-per-click (PPC) management solutions aimed at small and medium-sized businesses (SMBs). The company's flagship product, WordStream Advisor, streamlines the creation, optimization, management, and measurement of PPC and social advertising campaigns across platforms such as Google AdWords, Bing, and Facebook. In addition to its software offerings, WordStream provides managed services, including account management, keyword research, and detailed performance reporting, to enhance campaign effectiveness. The company also features a suite of tools, like the AdWords Performance Grader, which evaluates the health of advertising accounts and landing pages. Recognized for its thought leadership in digital marketing, WordStream offers educational resources through its blog and PPC University. Founded in 2007 and initially known as NetGraviton, Inc., WordStream operates as a subsidiary of Gannett Co., Inc.

Zurex Pharma

Series B in 2014
Zurex Pharma, Inc. is a pharmaceutical and medical technology company focused on developing and commercializing innovative antimicrobial products aimed at preventing healthcare-associated infections, particularly in surgical site wounds and catheter-related scenarios. The company’s product offerings include ZuraPrep, a pre-surgical skin preparation designed to minimize the risk of surgical site infections; ZurAsept, an antimicrobial and antithrombotic catheter solution that addresses catheter-related bloodstream infections; and ZuraGard, which protects against extra-luminal or exit site infections. Founded in 2008 and headquartered in Middleton, Wisconsin, Zurex Pharma operates as a subsidiary of Ash Access Technology, Inc. The company is dedicated to overcoming scientific and technical challenges in infection prevention, providing healthcare professionals with effective solutions to enhance patient safety.

Montage

Series C in 2014
Montage Talent, Inc. specializes in providing live and on-demand voice and video interviewing solutions tailored for large enterprises, healthcare sectors, and staffing and recruitment process outsourcing firms. Established in 2007 and based in Delafield, Wisconsin, the company was previously known as Expressume, Inc. and adopted its current name in 2001. Montage serves a diverse clientele, including numerous Fortune 500 companies, by delivering a modern hiring experience that combines advanced technology with personalized service. As a pioneer in purpose-built video interviewing, Montage's proprietary platform is designed for reliability, scalability, compliance, and security, ensuring it meets enterprise demands. The company emphasizes innovation driven by market needs and data, aiming to enhance the efficiency and predictability of talent acquisition. Additionally, Montage is dedicated to fostering long-term client relationships and providing exceptional support at every stage of the hiring process.
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