Boathouse Capital

Boathouse Capital, established in 2008 and headquartered in Wayne, Pennsylvania, is a private equity firm managing over $350 million. It specializes in direct investments, focusing on middle market companies in the technology, healthcare IT, and business services sectors. Boathouse Capital invests between $2 million and $50 million in the form of equity or debt, typically seeking a majority stake. It targets companies with sales between $10 million and $75 million, enterprise value between $10 million and $100 million, and EBITDA between $1.5 million and $15 million. The firm's strategy involves partnering with management teams to drive growth and create value, with a focus on the Midatlantic and Philadelphia Area.

Brian Adamsky

CFO

Kurt Aplan

Vice President

Max Beck

Senior Analyst

Matt Carey

Vice President

Steve Dressel

M&A Director

Christina Duan

Senior Analyst

William J. Dyer

Managing Partner and Founding Partner

Lorelei Gaus

Senior Associate

Kenneth E. Jones

General Partner

Koby Krinsky

Analyst

Chong K. Moua

Managing Partner and Founding Partner

Andrew Olsen

Partner

Shivam Patel

Principal

Matt Pulos

Vice President

Andrew Smith

Associate

28 past transactions

Analytics8

Private Equity Round in 2025
Analytics8 is a data and analytics consultancy that assists businesses in transforming their data into insightful and actionable information. The company specializes in navigating the complexities of data and analytics, offering end-to-end solutions that span the entire data lifecycle, from strategy to governance. Their services include data management, business intelligence, advanced analytics, and data visualization, enabling clients to make informed decisions and drive business growth.

DCG

Private Equity Round in 2024
DCG provides advertising, content development, graphic design, video production, digital and social media campaigns solutions.

Mediafly

Private Equity Round in 2023
Mediafly is a revenue-enabling platform that specializes in sales enablement and content management technology. It aims to enhance the selling experience by providing interactive, value-based content powered by analytics. The company's modular platform is designed to facilitate predictable revenue growth across various sectors, including manufacturing, consumer packaged goods, technology, media and entertainment, life sciences, staffing, and financial services. By leveraging data insights, Mediafly helps businesses empower their sales representatives to engage consumers effectively and foster stronger customer relationships.

Cardinality.ai

Series B in 2023
Cardinality.ai is a data technology company focused on transforming Health and Human Services (HHS) for government agencies by enhancing the experiences of both citizens and workers. The company offers an integrated platform that combines artificial intelligence and low-code solutions to streamline service delivery and improve operational efficiency. Cardinality's platform encompasses four core experiences—Citizen, Worker, Leadership, and Regulatory—and addresses three key programs: Comprehensive Welfare, Child Support, and Family Services, including SNAP and TANF. With a mission to consumerize HHS, Cardinality aims to provide a user-friendly experience comparable to modern digital products. Serving approximately 6 million Americans, Cardinality is rapidly becoming the preferred choice for agencies seeking to modernize their systems and improve outcomes for the communities they serve.

Glamsquad

Private Equity Round in 2023
Glamsquad, Inc., also known as GLAM Group, is a New York-based company that specializes in providing on-demand beauty services. Founded in 2013, Glamsquad offers a range of services including hair styling, makeup application, and nail care, catering to clients in major cities such as New York City, Los Angeles, Miami, Washington, D.C., Boston, and the San Francisco Bay Area. The company employs a network of trained and vetted beauty professionals who deliver personalized experiences for various occasions, including home appointments, parties, and weddings. Glamsquad leverages technology to facilitate easy booking through its app and website, ensuring clients can select services, schedule appointments, and enjoy the convenience of professional beauty care at home. In addition to services, Glamsquad has introduced its own line of hair and makeup products, designed to complement their offerings and meet client needs.

PolySign

Debt Financing in 2022
PolySign is a provider of advanced infrastructure solutions designed for financial institutions to manage and leverage digital assets effectively. The company operates an institutional-grade asset custody platform that facilitates the trading of various digital assets, offering robust custodial and infrastructure support. Its platform is tailored to meet the needs of asset managers and exchanges, ensuring secure and accessible facilities that accommodate global and multi-currency transactions. By integrating with existing financial organizations and adhering to stringent regulatory standards, PolySign aims to enhance the operational capabilities of its clients in the digital asset space.

Spark Hire

Private Equity Round in 2022
Spark Hire is a video interviewing platform that simplifies the recruitment process through its user-friendly software. Launched in 2012, it has quickly become the fastest growing platform in its field, serving over 4,000 customers across more than 100 countries. The company offers a one-way interview system that enhances productivity and collaboration for recruiters and hiring managers, addressing common inefficiencies such as scheduling and feedback collection. By utilizing Spark Hire, organizations of all sizes can streamline their hiring processes, enabling them to make better hiring decisions more quickly and efficiently.

Guidewell Education

Private Equity Round in 2022
Guidewell Education is an educational services provider based in Sacramento, California. The company operates a range of educational enterprises that focus on academic preparedness and enrichment opportunities. By offering consulting services, Guidewell Education aims to empower students to design and achieve their unique goals and aspirations. The organization is committed to a student-centric approach, ensuring that the educational experiences it provides are tailored to meet individual needs and foster personal growth.

Sandboxx

Private Equity Round in 2021
Sandboxx is a company dedicated to simplifying the military journey for service members, their families, and military commands. It offers a communication platform that integrates mobile social technology with the unique social and hierarchical structures of the military community. The platform is designed to foster relationships and provide valuable content that enhances knowledge and support among users. By focusing on each waypoint in the military experience, Sandboxx aims to help military personnel maintain meaningful connections with loved ones while they serve.

Choozle

Series C in 2021
Choozle Inc., established in 2012 and headquartered in Denver, Colorado, develops and operates a SaaS digital marketing platform that simplifies programmatic advertising across various mediums such as display, video, mobile, audio, connected TV, and digital out-of-home. The platform integrates analytic tools, data visualization, ad-buying functionalities, and consumer insights to enable marketers to launch real-time campaigns from a single interface. Serving agencies, marketers, and publishers, Choozle combines the sophistication of multiple digital advertising tools into one intuitive and affordable solution.

Mediafly

Private Equity Round in 2021
Mediafly is a revenue-enabling platform that specializes in sales enablement and content management technology. It aims to enhance the selling experience by providing interactive, value-based content powered by analytics. The company's modular platform is designed to facilitate predictable revenue growth across various sectors, including manufacturing, consumer packaged goods, technology, media and entertainment, life sciences, staffing, and financial services. By leveraging data insights, Mediafly helps businesses empower their sales representatives to engage consumers effectively and foster stronger customer relationships.

Fresh Dining Concepts

Private Equity Round in 2019
Fresh Dining Concepts is a retail company that operates in-line and franchise stores, along with baking kiosks and satellite units. The company specializes in offering a variety of food products, which are sold through its movable and in-line retail locations. With a presence across New York, Florida, Louisiana, and Puerto Rico, Fresh Dining Concepts aims to provide convenient dining options to its customers in these regions.

Network for Good

Private Equity Round in 2019
Network for Good, Inc. is a B-corp based in Washington, DC, that specializes in fundraising software and support services for small to medium-sized nonprofits. Founded in 2001, the organization initially operated as a nonprofit before transitioning to a hybrid model in 2013. The company provides cloud-based donation management solutions that enable users to contribute to various charitable organizations, including K-12 public schools, through websites and applications. Additionally, Network for Good hosts pages for disaster relief, corporate campaigns, and cause marketing initiatives, as well as offering charity gift cards for various occasions. By leveraging its online giving platform, the company aims to enhance the fundraising capabilities of nonprofit organizations and facilitate effective cause initiatives in partnership with corporate entities.

Splashlight

Private Equity Round in 2019
Splashlight LLC is a prominent visual content creation company that specializes in photography and video services tailored for e-commerce, luxury, jewelry, fashion, and athletic brands. Established in 2002 and headquartered in New York City, with additional offices in Miami, Baltimore, and Montreal, Splashlight has earned a reputation for its innovative approach to high-fashion photography. It was the first company to focus on integrating the quality standards of high-fashion visuals into the fast-paced e-commerce environment, thereby transforming how brands present their products online. Over the years, Splashlight has consistently delivered high-quality visual content that meets the demands of a dynamic market.

AnalyticsIQ

Series A in 2019
AnalyticsIQ, Inc. is a marketing solutions provider based in Atlanta, Georgia, specializing in consumer data and predictive analytics. Founded in 2006, the company combines cognitive psychology with advanced data science to deliver insights into consumer behavior, enabling marketers to understand the motivations behind purchasing decisions. Its comprehensive consumer database, PeopleCore, offers unique attributes including demographics, affluence categories, and psychological drivers, allowing businesses to create personalized marketing experiences across various channels such as direct mail, email, online, mobile, and television. AnalyticsIQ serves a diverse range of sectors, including automotive, financial services, insurance, non-profits, technology providers, and travel services. With a team boasting over 100 years of collective analytical expertise, the company has gained recognition as a leading innovator in marketing data solutions.

TapClicks

Venture Round in 2019
TapClicks, Inc. is a prominent marketing technology company that provides an integrated Marketing Operations Platform for agencies, media companies, brands, and enterprises. Founded in 2009 and headquartered in Silicon Valley, the company offers a cloud-based platform that includes features such as sales enablement, workflow management, analytics, and automated reporting, all within a user-friendly interface. TapClicks has delivered over one million dashboards to more than 5,000 brands and 500 media companies and agencies globally. The platform supports over 150 native API integrations with major marketing and advertising platforms and includes ImportWizard, which allows users to incorporate data from virtually any source. Additionally, TapClicks' services encompass various digital marketing capabilities, including real-time performance tracking of banner ads, search engine optimization, and social media management, enabling users to optimize their marketing campaigns efficiently.

Finch

Private Equity Round in 2019
Finch LLC, established in 2009, specializes in digital media automation for marketing professionals. Headquartered in Salt Lake City, Utah, with additional offices in Dublin and Munich, Finch develops an AI-driven platform that automates manual processes and optimizes decision-making across paid search, display, shopping advertising channels on e-commerce websites and search portals. The company's platform generates predictable returns by identifying optimal marketing channels. Finch Analytics, a key component of the platform, enables proactive insights and collaboration to enhance storytelling with data, driving informed business decisions and reducing agency account churn.

TapClicks

Private Equity Round in 2018
TapClicks, Inc. is a prominent marketing technology company that provides an integrated Marketing Operations Platform for agencies, media companies, brands, and enterprises. Founded in 2009 and headquartered in Silicon Valley, the company offers a cloud-based platform that includes features such as sales enablement, workflow management, analytics, and automated reporting, all within a user-friendly interface. TapClicks has delivered over one million dashboards to more than 5,000 brands and 500 media companies and agencies globally. The platform supports over 150 native API integrations with major marketing and advertising platforms and includes ImportWizard, which allows users to incorporate data from virtually any source. Additionally, TapClicks' services encompass various digital marketing capabilities, including real-time performance tracking of banner ads, search engine optimization, and social media management, enabling users to optimize their marketing campaigns efficiently.

Unitas Global

Series C in 2018
Unitas Global LLC is a technology company that specializes in designing, deploying, and managing cloud infrastructure and networking solutions for enterprises. Founded in 2011 and based in Los Angeles, California, the company focuses on global cloud access, enterprise connectivity, and hybrid and multi-cloud environments. Unitas Global provides a platform-based managed network service that connects various cloud providers, carrier-neutral data centers, SaaS applications, and edge access networks, creating a comprehensive interconnection fabric that serves millions of commercial locations. The company's offerings include end-to-end network design, managed public cloud services, remote monitoring and management, and optimized internet protocol solutions, allowing clients to enhance their IT consumption with innovative and secure services. Unitas Global collaborates with major partners such as AWS, Cisco, Dell, QTS, and Microsoft Azure to deliver effective solutions tailored to both large and small enterprises.

Sageworks

Venture Round in 2018
Sageworks, Inc. is a provider of financial industry information and develops financial analysis and risk management solutions tailored for private companies. Founded in 1998 and based in Aurora, Colorado, the company offers a comprehensive suite of tools that automates the customer life cycle. Its key products include the Sageworks Lending Solution, which assists banks and credit unions in loan booking through automated documentation analysis; the Sageworks Credit Risk Solution, which evaluates risks associated with businesses and properties; and the Sageworks Portfolio Risk Solution, which helps organizations manage and mitigate risk in their loan portfolios. Additionally, Sageworks facilitates integration across various data sources and applications through its API Network. The company serves a diverse clientele, including bankers, accountants, CFOs, and financial institutions across North America, the United Kingdom, and internationally. In 2019, Sageworks was acquired by Abrigo, Inc.

CellTrak

Venture Round in 2017
CellTrak Technologies, Inc. is a provider of Software-as-a-Service (SaaS) mobile solutions tailored for the home healthcare, hospice, and private duty sectors in the United States and Canada. Founded in 2004 and based in Schaumburg, Illinois, the company offers a comprehensive platform that automates workflows, improves compliance, and reduces operational costs. Its flagship product, the CellTrak visit manager, enables home health paraprofessionals and field staff to efficiently enter patient-specific care data through an intuitive mobile interface. The platform includes features such as GPS tracking for safety, automated visit verification, and real-time data access, all designed to enhance patient outcomes and streamline administrative tasks. Additionally, the CellTrak Portal allows supervisors to monitor organizational performance and ensure data-driven quality measures. The software is compatible with multiple devices and operating systems, supporting a wide range of point-of-care applications to facilitate effective communication among agencies, caregivers, payers, and patients.

Mediafly

Private Equity Round in 2017
Mediafly is a revenue-enabling platform that specializes in sales enablement and content management technology. It aims to enhance the selling experience by providing interactive, value-based content powered by analytics. The company's modular platform is designed to facilitate predictable revenue growth across various sectors, including manufacturing, consumer packaged goods, technology, media and entertainment, life sciences, staffing, and financial services. By leveraging data insights, Mediafly helps businesses empower their sales representatives to engage consumers effectively and foster stronger customer relationships.

Convene

Series B in 2016
Convene LLC is a company that specializes in designing and servicing workspaces, meeting areas, and event venues. Founded in 2009 and headquartered in New York, it operates a network of co-working office spaces that cater to businesses and organizations. Convene offers a comprehensive suite of services, including conference rooms, event spaces, and dining options, supported by advanced technology for in-house production. The company combines elements of design, technology, and hospitality to create inspiring environments for collaboration and productivity. By providing end-to-end conference and collaboration services, Convene enables startups and established businesses to access well-equipped co-working spaces seamlessly.

OrthoFi

Venture Round in 2016
OrthoFi, Inc. is a technology-enabled service platform designed for the orthodontic industry, headquartered in Denver, Colorado. Founded in 2013, the company provides a comprehensive software solution that combines customer relationship management and revenue cycle management. This platform streamlines various processes, including patient acquisition, insurance eligibility verification, benefit calculations, and the collection of patient accounts and insurance claims. By outsourcing time-consuming front-office tasks, OrthoFi enhances operational efficiency for orthodontic practices and offers patients the flexibility to design their own payment plans. Overall, OrthoFi aims to support orthodontic practices in managing patient billing and collections while facilitating growth through its innovative software solutions.

Frontier Strategy Group

Private Equity Round in 2016
Frontier Strategy Group is a provider of strategic market intelligence and analyst advisory services, focusing on helping multinational corporations excel in emerging markets. Based in Washington, D.C., with regional offices in London, Singapore, and Miami, the company leverages a combination of data, insights, and analytical tools to support essential business activities such as strategic planning, commercial execution, and market monitoring. Frontier Strategy Group serves over 200 leading global firms, offering continuous access to vital data and custom engagements tailored to meet clients' urgent business needs. The organization prides itself on fostering a diverse and innovative work environment, attracting talented individuals committed to delivering exceptional results and enhancing client satisfaction.

Convene

Series B in 2015
Convene LLC is a company that specializes in designing and servicing workspaces, meeting areas, and event venues. Founded in 2009 and headquartered in New York, it operates a network of co-working office spaces that cater to businesses and organizations. Convene offers a comprehensive suite of services, including conference rooms, event spaces, and dining options, supported by advanced technology for in-house production. The company combines elements of design, technology, and hospitality to create inspiring environments for collaboration and productivity. By providing end-to-end conference and collaboration services, Convene enables startups and established businesses to access well-equipped co-working spaces seamlessly.

IMPLAN Group

Private Equity Round in 2013
IMPLAN Group, LLC specializes in providing software tools and region-specific economic data to assist organizations in analyzing the intricacies of local, state, and national economies. Founded in 1993 and based in Huntersville, North Carolina, with additional facilities in Davidson, the company offers IMPLAN Software, a comprehensive economic assessment package that generates detailed economic profiles down to the ZIP code level across the U.S. and approximately 40 OECD countries. This software enables users to create multi-regional social accounting matrices and multiplier models, facilitating in-depth economic analysis for a diverse clientele that includes government agencies, academic institutions, non-profit organizations, and private corporations. Additionally, IMPLAN Group provides extensive support and training options, ensuring clients can effectively utilize their tools for decision-making related to economic incentives, investment analysis, and policy development. The company, previously known as Minnesota IMPLAN Group, Inc., rebranded to IMPLAN Group, LLC in July 2013.

Convene

Series A in 2013
Convene LLC is a company that specializes in designing and servicing workspaces, meeting areas, and event venues. Founded in 2009 and headquartered in New York, it operates a network of co-working office spaces that cater to businesses and organizations. Convene offers a comprehensive suite of services, including conference rooms, event spaces, and dining options, supported by advanced technology for in-house production. The company combines elements of design, technology, and hospitality to create inspiring environments for collaboration and productivity. By providing end-to-end conference and collaboration services, Convene enables startups and established businesses to access well-equipped co-working spaces seamlessly.
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