Bellwether Financial Group

Bellwether Financial Group, Inc. is a private equity firm specializing in investing in debt and equity and lower middle market. It typically invests in agriculture, distribution and logistics, hospitality, manufacturing, marine services, and technology. It seeks to invest in Mexico. Bellwether Financial Group, Inc. was founded in 1997 and is based in Newport Beach, California.

Joseph Ueberroth

Founder and Managing Partner

3 past transactions

SafetyChain Software

Private Equity Round in 2021
SafetyChain Software, Inc. is a provider of cloud-based food safety and quality management solutions, headquartered in San Rafael, California. Founded in 2011, the company offers the SafetyChain for Food suite, which aids food suppliers, growers, producers, manufacturers, and distributors in preventing losses while enhancing return on investment. SafetyChain's platform connects various stakeholders within the food industry, including grocery chains and restaurant operators, through its SafetyChain E.A.T. Approach. The software features compliance management, real-time test analysis, and analytics modules, along with a Smart Alert system that promptly notifies relevant personnel when safety or quality tests do not meet established standards. Trusted by over 2,000 process manufacturing organizations, SafetyChain empowers users to capture, manage, and analyze critical operational data from any device, promoting enhanced visibility and control to optimize performance across manufacturing locations.

Clubspeed

Private Equity Round in 2019
Clubspeed, Inc. is a developer of cloud-based software designed for activity centers, including karting facilities, racing venues, trampoline parks, and family entertainment centers. Established in 2007 and headquartered in Corona, California, with an additional office in Lancashire, United Kingdom, the company offers a comprehensive software-as-a-service (SaaS) platform that includes kart timing, trampoline gamification, self-service kiosks, point-of-sale systems, and marketing automation services. Its solutions facilitate online booking, secure payment processing, customer management, and event customization through tools like a grid editor, allowing clients to efficiently manage complex racing events and enhance customer engagement. By streamlining operations, Clubspeed aims to reduce employee overhead and foster a positive interaction between customers and staff, ultimately supporting business growth and management.

HRsoft

Venture Round in 2014
HRsoft, Inc. specializes in compensation planning and total rewards software, providing cloud-based SaaS solutions that streamline and automate the compensation process. The company's flagship product, COMPview, serves as a comprehensive tool for managing merit, bonus, and equity awards, enhancing decision-making for managers while ensuring alignment with organizational guidelines. HRsoft also offers a suite of complementary products designed to improve various aspects of human resource management, including TALENTview for talent management, REWARDview for employee engagement through transparent communication of compensation packages, STAYview for structured stay interviews, PERFORMview for performance reviews, CONTENTview for self-service HR access, and RECRUITview for optimized recruiting efforts. Founded in 1996 and based in Maitland, Florida, HRsoft was previously known as Workstream, Inc. and rebranded in March 2014.
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