Dynasty Financial Partners
Private Equity Round in 2024
Founded in 2010, Dynasty Financial Partners provides an integrated wealthtech platform and comprehensive business services for independent financial advisors. Their offerings include technology, finance, marketing, compliance, practice management, investment solutions, mergers & acquisitions, capital strategies, and community support.
Phoenix Tower International
Private Equity Round in 2024
Phoenix Tower International LLC is a telecommunications company based in Boca Raton, Florida, specializing in the ownership and operation of wireless infrastructure sites. Founded in 2013, the company focuses on expanding its presence in Central and South America, the Caribbean, the United States, and Europe. It operates a network of towers and related wireless infrastructure, providing essential services to a diverse range of clients, including tower and real estate owners, developers, landlords, and communities. Phoenix Tower International is dedicated to facilitating the growth and enhancement of wireless networks by offering efficient and cost-effective solutions to its partners and customers.
OfferPad operates an online platform that facilitates home buying and selling. Founded in 2015, the company uses technology to streamline processes for consumers, providing convenience and certainty.
Cano Health operates primary care centers across Florida, Texas, Nevada, and Puerto Rico, specializing in value-based care for seniors. Its population health management programs include wellness activities, pharmacy services, home visits, telehealth, transition of care, and high-risk/complex care management.
Transaction Data Systems
Acquisition in 2021
Transaction Data Systems, founded in January 1977, began as a developer of high‑end data communications software for the airline reservation and automated teller machine sectors. The company soon shifted focus to the pharmacy industry, creating software to automate dispensing and daily processing for pharmacies, beginning with a Florida pharmacy in 1980. Over the decades, it has expanded its product line to support pharmacy operations, including inventory management, prescription processing, and compliance reporting, serving a broad customer base across the United States.
KeyMe
Debt Financing in 2019
KeyMe is a technology company specializing in digital key management. Founded in 2012, it offers a mobile application that enables users to store, share, and duplicate physical keys using digital scans. KeyMe supports various key types and provides custom key designs and accessories. Its services are available through robotic kiosks located in over 2,500 retail locations across the U.S.
Postmates
Series F in 2019
Postmates Inc. is an on-demand food and grocery delivery platform based in San Francisco, California. Founded in 2011, the company connects customers with local couriers to facilitate the delivery of products from a wide range of stores and restaurants across the United States. With access to over 600,000 merchants, including exclusive offerings, Postmates enables users to discover, order, and track groceries, alcohol, and meals with ease. The platform is particularly prominent in Los Angeles and covers 80% of U.S. households, serving customers in all 50 states. Additionally, Postmates offers a subscription service, Postmates Unlimited, which provides free delivery from all participating merchants, enhancing the convenience of its service.
Founded in 2010, Chewy is a leading U.S. e-commerce retailer specializing in pet products. It offers over 60,000 items including food, treats, supplies, medications, and services for various pets through its website and mobile apps.
Fanatics is a global sports merchandise company that designs, produces, distributes and retails licensed sports apparel, jerseys and fan gear through online, mobile and physical stores. Founded in 1995 and based in Jacksonville, Florida, the company operates a multi-channel platform that serves professional leagues, teams, media brands, collegiate and professional properties, and retailers, delivering high-quality merchandise to fans with real-time availability across channels.