Boathouse Capital

Boathouse Capital is a private equity firm based in Wayne, Pennsylvania, specializing in direct investments in middle-market companies. Founded in 2008, the firm manages approximately $350 million in capital and focuses on sectors such as fintech, enterprise software, healthcare IT services, payment processing, and technology-enabled services. Boathouse Capital typically invests between $2 million and $50 million, targeting companies with sales ranging from $10 million to $75 million and enterprise values between $10 million and $100 million. The firm prefers to take a majority stake in its portfolio companies and emphasizes partnerships with management teams to drive growth and value creation. It avoids investments in sectors such as building products, real estate, and oil and gas. Boathouse Capital primarily concentrates its efforts in the Mid-Atlantic region, particularly the Philadelphia area.

Brian Adamsky

CFO

Kurt Aplan

Associate

Carey C.F.A., Matt

Associate

Alan Vergel De Dios

Associate

Steve Dressel

M&A Director

William Dyer

Managing Partner & Founding Partner

Joseph Ferguson

VP

Lorelei Gaus

Associate

Steven K. Gord

Partner

Steve Gord

General Partner

William Higgins

Associate

Kenneth (Ken) Jones

General Partner

Brandon LaMar

Senior Associate

Chong Moua

Managing Partner & Founding Partner

Andrew Olsen

Partner

Shivam Patel

VP

Matt Pulos

Associate

Colin Raws

Director of Business Development

Jeremy Schwartz

Associate

24 past transactions

Cardinality.ai

Series B in 2023
Cardinality.ai is a data technology company dedicated to improving Health and Human Services (HHS) by enhancing the experiences of citizens and government workers through modern technology. The company aims to consumerize HHS, offering an integrated platform that provides four core experiences: Citizen, Worker, Leadership, and Regulatory, while addressing three key programs: Comprehensive Welfare, Child Support, and Family Services. By utilizing artificial intelligence and low-code solutions, Cardinality enables government agencies to modernize their existing systems more efficiently, addressing the outdated technology that has supported HHS delivery for decades. Currently, Cardinality serves approximately six million Americans, with numerous agencies across the United States adopting its platform to streamline operations and improve worker efficiency, thereby transforming the overall citizen experience in accessing essential services.

PolySign

Debt Financing in 2022
PolySign, Inc. is a company based in Oakland, California, that specializes in providing custody services for digital assets, including cryptocurrencies. Founded in 2017, PolySign has developed a secure and scalable infrastructure designed for financial institutions, enabling them to effectively manage and trade digital assets. The platform supports a wide range of digital assets and offers institutional-grade custodial services, allowing asset managers and exchanges to operate in a secure and accessible environment. By integrating with existing financial organizations and adhering to rigorous regulatory standards, PolySign aims to facilitate the broader adoption and utilization of digital assets in global markets.

Spark Hire

Private Equity Round in 2022
Spark Hire is an easy to use video interviewing platform with 4,000+ customers conducting video interviews in over 100 countries. Since launching in 2012, Spark Hire has become the fastest growing video interviewing platform. Organizations of all sizes are utilizing Spark Hire to make better hires faster than ever before.

Stravos Education

Private Equity Round in 2022
Stravos Education operates educational enterprises.

Sandboxx

Private Equity Round in 2021
Our mission is to simplify the military journey. We do this by being obsessed with each waypoint along the journey. We develop tools and content that foster relationships and knowledge. We do this to reach our vision of serving each military member, their family and the commands, as they serve our country.

Choozle

Series C in 2021
Choozle, Inc. operates a software as a service (SaaS) digital marketing platform that focuses on insights-driven advertising. Founded in 2012 and headquartered in Denver, Colorado, with additional offices in San Francisco, New York, and London, Choozle provides a comprehensive suite of analytic, data visualization, and ad-buying tools. Its platform enables agencies, marketers, and publishers to gather consumer insights, create media, and launch real-time advertising campaigns across various channels, including video, mobile, display, and social media, all from a single interface. By integrating features typically found in multiple digital advertising tools, such as a demand-side platform and data management capabilities, Choozle offers an intuitive and cost-effective solution that simplifies the ad tech landscape, making it accessible for various users.

Mediafly

Private Equity Round in 2021
Mediafly is a technology company based in Chicago, Illinois, founded in 2006, that specializes in sales enablement and content management solutions. The company offers a modular platform designed to create interactive, value-based selling experiences that leverage content and analytics. By integrating tools for content management, cloud security, and mobile access, Mediafly enables marketers to efficiently update and distribute on-brand content. Its Evolved Selling solution enhances traditional sales methodologies, fostering improved engagement between brands and prospective buyers. Mediafly serves various industries, including manufacturing, consumer packaged goods, technology, media and entertainment, life sciences, staffing, and financial services, helping organizations achieve predictable revenue growth and strengthen customer relationships through data-driven insights.

Fresh Dining Concepts

Private Equity Round in 2019
Fresh Dining Concepts is a Coral Gables, Florida-based Auntie Anne’s franchisee

Network for Good

Private Equity Round in 2019
Network for Good, Inc. is a Washington, D.C.-based organization that provides fundraising software and support services primarily for small to medium-sized nonprofits. Founded in 2001, it transitioned from a nonprofit to a hybrid nonprofit/for-profit model in 2013. The company offers a cloud-based donation management platform that facilitates donations to various charities, including K-12 public schools, through websites and mobile applications. Additionally, Network for Good provides training resources and hosts pages for initiatives such as disaster relief and corporate campaigns. Their offerings include charity gift cards for various occasions, helping nonprofits enhance their fundraising capabilities and implement effective cause marketing strategies.

Splashlight

Private Equity Round in 2019
Splashlight is a leading visual content creation company (photography and video). Founded in 2002, Splashlight has an award winning grounding in high-fashion photography. Innovation has always been in their DNA. Splashlight was the first visual content company to specialize in e-Commerce. Over the years they have built a reputation for bringing the quality standards of high-fashion photography and video into the high-velocity, high-volume world of e-Commerce.

Analytics IQ

Series A in 2019
Analytics IQ growing marketing data and predictive analytics innovator. They are the first data company to consistently blend cognitive psychology with sophisticated data science to help you understand the who, what and why behind consumers and the decisions they make every day. Their accurate and comprehensive consumer database, PeopleCore, provides access to data attributes you can’t find anywhere else. From demographics and affluence categories to psychological drivers and purchase predictors, marketers rely on their data to fuel personalized experiences across channels. Recognized as one of the “Top 100 Most Promising Big Data Solution Providers”, AnalyticsIQ is headquartered in Atlanta, Georgia, and employs a team of industry veterans, data scientists and cognitive psychologists with over 100 years of collective analytical experience. their fast and flexible approach makes it easy to get started using sophisticated data to grow your business.

TapClicks

Venture Round in 2019
TapClicks, Inc. is a prominent marketing technology company that provides an integrated Marketing Operations Platform designed for agencies, media companies, brands, and enterprises. Founded in 2009 and headquartered in Silicon Valley, TapClicks offers a comprehensive suite of tools including sales enablement, workflow and order management, analytics, and automated reporting, all accessible through a single user-friendly cloud interface. The platform has facilitated the delivery of over one million dashboards to more than 5,000 brands and 500 media companies globally. TapClicks supports over 150 native API integrations with various marketing and advertising platforms, enhancing its capabilities with ImportWizard, which allows data import from virtually any source. The company has development and sales offices in Boston and Canada, as well as sales offices in Europe and Latin America.

Finch

Private Equity Round in 2019
Finch, LLC is a digital marketing management company that specializes in providing an artificial intelligence-based platform for marketing professionals. Founded in 2009 and headquartered in Salt Lake City, Utah, with additional offices in Dublin, Ireland, and Munich, Germany, Finch automates and optimizes manual processes in paid search, display, and shopping advertising for e-commerce websites. The platform is designed to generate predictable returns by utilizing intelligent bidding strategies to determine the optimal cost per click, thereby enhancing client profitability. Finch supports agencies and brands in transitioning their marketing efforts in-house, allowing them to invest in their teams through tailored software solutions aimed at driving cross-channel growth. The company focuses on data-driven strategies to build and manage campaigns that effectively meet clients' financial objectives and improve conversion rates.

TapClicks

Private Equity Round in 2018
TapClicks, Inc. is a prominent marketing technology company that provides an integrated Marketing Operations Platform designed for agencies, media companies, brands, and enterprises. Founded in 2009 and headquartered in Silicon Valley, TapClicks offers a comprehensive suite of tools including sales enablement, workflow and order management, analytics, and automated reporting, all accessible through a single user-friendly cloud interface. The platform has facilitated the delivery of over one million dashboards to more than 5,000 brands and 500 media companies globally. TapClicks supports over 150 native API integrations with various marketing and advertising platforms, enhancing its capabilities with ImportWizard, which allows data import from virtually any source. The company has development and sales offices in Boston and Canada, as well as sales offices in Europe and Latin America.

Sageworks

Venture Round in 2018
Sageworks was built upon and continues to be successful due to certain core principles, one of which is having a flat, organizational structure where each team member is empowered (and expected) to make decisions and therefore have a large-scale, positive impact on the company.

Unitas Global

Series C in 2018
Unitas Global LLC, founded in 2011 and headquartered in Los Angeles, California, specializes in designing, deploying, and managing cloud infrastructure and connectivity solutions for enterprises. The company offers a comprehensive suite of services, including global cloud access, hybrid and multi-cloud solutions, and managed public cloud. Unitas Global serves over 100 clients by leveraging its extensive network and data center assets worldwide. The company is known for its innovative Cloud Connectivity Manager platform, which provides instant quotes across a vast network of fiber locations and data centers. Through strategic partnerships with major technology firms, Unitas Global aims to enhance enterprise agility and efficiency, facilitating a seamless transition to cloud environments. Additionally, Unitas maintains regional offices in Chicago, New York, and London, along with support operations in Kansas City, MO, and Johnson City, TN, to ensure robust client support and service delivery.

CellTrak

Venture Round in 2017
CellTrak Technologies, Inc. offers Software-as-a-Service (SaaS) mobile solutions tailored for the home healthcare, hospice, and private duty markets across the United States and Canada. Established in 2004 and headquartered in Schaumburg, Illinois, CellTrak focuses on automating workflows to enhance compliance and reduce operational costs. Its flagship product, the CellTrak visit manager platform, enables healthcare professionals to efficiently enter patient-specific data through an intuitive mobile interface. The solutions include features such as GPS tracking, visit verification, automated mileage calculations, scheduling, and various care management modules, which collectively streamline administrative processes and improve patient outcomes. Additionally, the CellTrak Portal provides real-time insights for supervisors, facilitating data-driven decision-making regarding visit compliance and staff performance. The platform supports multiple operating systems, including Windows, Android, BlackBerry, and iOS, making it versatile for various users in the field.

Mediafly

Private Equity Round in 2017
Mediafly is a technology company based in Chicago, Illinois, founded in 2006, that specializes in sales enablement and content management solutions. The company offers a modular platform designed to create interactive, value-based selling experiences that leverage content and analytics. By integrating tools for content management, cloud security, and mobile access, Mediafly enables marketers to efficiently update and distribute on-brand content. Its Evolved Selling solution enhances traditional sales methodologies, fostering improved engagement between brands and prospective buyers. Mediafly serves various industries, including manufacturing, consumer packaged goods, technology, media and entertainment, life sciences, staffing, and financial services, helping organizations achieve predictable revenue growth and strengthen customer relationships through data-driven insights.

Convene

Series B in 2016
Convene designs and services premium places to work, meet, and host inspiring events. Through strategic partnerships with prominent commercial landlords, Convene operates a network of hospitality-driven locations in Class A office buildings across major U.S. cities, with plans to expand globally. Convene has raised $260M in equity funding to date, and has been named one of America’s 100 Most Promising Companies by Forbes and a Best Workplace by both Inc. and Fortune Magazine.

OrthoFi

Venture Round in 2016
OrthoFi, Inc. operates a software and technology-enabled service platform for the Orthodontic specialty industry. It offers OrthoFi that combines customer relationship management and revenue cycle management system to help practices grow and manage patient and insurance billing and collections. The company’s OrthoFi enables patients to design their payment plans. The company was incorporated in 2013 and is based in Denver, Colorado.

Frontier Strategy Group

Private Equity Round in 2016
Frontier Strategy Group (FSG) is a provider of strategic market intelligence and advisory services, focusing on helping multinational corporations excel in emerging markets. Headquartered in Washington, D.C., with regional offices in London, Singapore, and Miami, FSG offers a combination of data, insights, and analytical tools to support critical business functions such as strategic planning, commercial execution, and market monitoring. With a commitment to delivering exceptional service, FSG empowers its clients by providing continuous access to data and tailored engagements that address their most pressing business needs. The firm prides itself on its innovative approach and dedication to excellence, driven by a team of skilled professionals passionate about assisting clients in navigating the complexities of emerging markets.

Convene

Series B in 2015
Convene designs and services premium places to work, meet, and host inspiring events. Through strategic partnerships with prominent commercial landlords, Convene operates a network of hospitality-driven locations in Class A office buildings across major U.S. cities, with plans to expand globally. Convene has raised $260M in equity funding to date, and has been named one of America’s 100 Most Promising Companies by Forbes and a Best Workplace by both Inc. and Fortune Magazine.

IMPLAN

Private Equity Round in 2013
IMPLAN Group, LLC specializes in providing software tools, regional data, and technical support for comprehensive economic analysis. The company offers IMPLAN Software, which includes a complete economic assessment package that enables users to examine economies at various geographic levels, from national to ZIP code, across the United States and approximately 40 OECD countries. This software is utilized to create multi-regional social accounting matrices and multiplier models, making it a valuable resource for federal and state agencies, academic institutions, local governments, non-profit organizations, and private corporations engaged in business development and community planning. In addition to the software, IMPLAN Group provides training and support services, including installation assistance and both in-person and DVD-based training options. Founded in 1993 and based in Huntersville, North Carolina, the company has established itself as a key resource for organizations seeking detailed economic insights.

Convene

Series A in 2013
Convene designs and services premium places to work, meet, and host inspiring events. Through strategic partnerships with prominent commercial landlords, Convene operates a network of hospitality-driven locations in Class A office buildings across major U.S. cities, with plans to expand globally. Convene has raised $260M in equity funding to date, and has been named one of America’s 100 Most Promising Companies by Forbes and a Best Workplace by both Inc. and Fortune Magazine.
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