Boathouse Capital

Boathouse Capital is a private equity firm based in Wayne, Pennsylvania, founded in 2008. The firm specializes in direct investments in middle-market companies, focusing on sectors such as fintech, enterprise software, healthcare IT services, and technology-enabled services. Boathouse Capital typically invests between $2 million and $50 million in its portfolio companies, targeting those with annual sales between $10 million and $75 million, enterprise values ranging from $10 million to $100 million, and EBITDA between $1.5 million and $15 million. The firm prefers to maintain a majority stake in its investments and provides flexible capital in the form of debt and equity, with a minimum annual recurring revenue of $5 million for prospective companies. Boathouse Capital primarily operates in the Midatlantic region, particularly the Philadelphia area, and focuses on creating long-term value by partnering with management teams to drive growth.

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

Lorelei Gaus

Senior Associate

Koby Krinsky

Analyst

Chong K. Moua

Managing 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 organizations in transforming their data into actionable insights. The firm specializes in various aspects of the data lifecycle, including data management, business intelligence, strategic planning, advanced analytics, and data visualization. By providing end-to-end data solutions, Analytics8 helps clients navigate the complexities of data and analytics, enabling them to modernize, pivot, or grow their business. The company's approach ensures that clients receive scalable and agile solutions that are responsive to their evolving needs. Ultimately, Analytics8 aims to empower organizations to make informed decisions by leveraging the power of data and analytics.

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 company that specializes in developing secure and scalable infrastructure for financial institutions to effectively manage and trade digital assets. Its institutional-grade asset custody platform supports a wide range of digital assets, providing custodial and infrastructure solutions that cater to asset managers and exchanges. By integrating with existing financial organizations and global markets, PolySign aims to facilitate seamless trading while adhering to the highest regulatory standards. The company focuses on delivering secure, global, multi-currency facilities that empower its clients to fully capitalize on the opportunities presented by digital assets.

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. operates a digital marketing platform that provides insights-driven software as a service (SaaS) solutions for programmatic advertising. Founded in 2012 and based in Denver, Colorado, with additional offices in San Francisco, New York, and London, Choozle offers tools for analytics, data visualization, and ad buying. Its platform allows users, including agencies, marketers, and publishers, to create and manage advertising campaigns across various mediums such as video, mobile, display, and social from a single interface. By leveraging detailed consumer data, Choozle simplifies the ad tech ecosystem, making it accessible and affordable for its clients. The platform integrates multiple advertising tools, including demand-side and data management capabilities, to enhance the efficiency and effectiveness of digital advertising efforts.

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 operates a variety of retail formats, including in-line and franchise stores, baking kiosks, and satellite units. The company specializes in offering a range of food products, which are available through its movable and in-line retail locations. These stores are strategically situated across several regions in the United States, including New York, Florida, Louisiana, and Puerto Rico, allowing Fresh Dining Concepts to serve a diverse customer base.

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, founded in 2002 and headquartered in New York City, specializes in visual content creation services, including photography and video. The company serves a diverse range of industries, including e-commerce, luxury, jewelry, fashion, and athletics. With additional offices in Miami, Baltimore, and Montreal, Splashlight has established itself as a pioneering force in the field of visual content, being the first company to focus specifically on e-commerce. It is renowned for integrating high-fashion photography standards into the fast-paced world of e-commerce, thereby enhancing the quality and appeal of visual content for brands. Innovation remains central to Splashlight's operations, contributing to its strong reputation in the industry.

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 supports direct marketing firms and businesses across various sectors, including automotive, financial services, insurance, non-profits, technology, and travel. AnalyticsIQ is recognized for its innovative integration of cognitive psychology and data science, allowing marketers to understand consumer behaviors and motivations. Its comprehensive consumer database, PeopleCore, offers unique data attributes that enhance marketing strategies. This resource empowers advertisers and agencies to create personalized experiences across multiple channels such as direct mail, email, online, mobile, and television. With a team of industry veterans, data scientists, and cognitive psychologists, AnalyticsIQ has established itself as a leader in the field, earning accolades as one of the Top 100 Most Promising Big Data Solution Providers.

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 is a technology-driven company that develops a digital media automation platform tailored for marketing professionals. Founded in 2009 and headquartered in Salt Lake City, Utah, with additional offices in Dublin, Ireland, and Munich, Germany, Finch leverages artificial intelligence to enhance decision-making and automate manual processes across various advertising channels, including paid search, display, and shopping advertising. The platform aims to improve the return on investment for online advertisers and agencies by providing actionable insights and optimizing advertising strategies. Finch's solutions enable marketing teams to effectively communicate their value propositions through a collaborative platform that integrates data-driven signals, advanced AI tools, and shared knowledge. Since 2023, the company has been guided by Boathouse Capital, under the leadership of CEO Lee Roquet, focusing on growth and innovation in the marketing technology landscape.

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., now part of Abrigo, Inc., specializes in financial analysis and risk management solutions tailored for private companies. Founded in 1998 and based in Aurora, Colorado, the company offers a range of tools that facilitate end-to-end automation for customer life cycles. Its product suite includes the Sageworks Lending Solution, which helps banks and credit unions process loans through automated documentation analysis, and the Sageworks Credit Risk Solution, designed to assess risk across various sectors, including businesses and properties. Additionally, the Sageworks Portfolio Risk Solution aids in managing loan portfolio risks, while the Sageworks API Network integrates diverse data sources into a unified interface. Sageworks serves a wide array of financial professionals, including bankers, accountants, and CFOs, across North America, the United Kingdom, and beyond, enabling them to make informed financial decisions through accessible data and analysis.

CellTrak

Venture Round in 2017
CellTrak Technologies, Inc. specializes in providing Software-as-a-Service (SaaS) mobile solutions tailored for the home healthcare, hospice, and private duty sectors in the United States and Canada. The company offers a comprehensive platform that automates workflow, enhances compliance, and reduces operational costs through its CellTrak visit manager. Key features include care plan management, GPS navigation, time and attendance tracking, and real-time data collection, which collectively support various healthcare professionals in entering patient-specific care data efficiently. CellTrak's solutions are designed to eliminate reliance on paper processes and improve the accuracy of documentation, ultimately leading to better patient outcomes. Additionally, the platform allows supervisors to gain real-time insights into organizational performance, facilitating data-driven decisions. Founded in 2004 and headquartered in Schaumburg, Illinois, CellTrak continues to advance its offerings, making its technology an integral part of daily operations for many home healthcare agencies across North America and Europe.

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, data, and technical support for in-depth economic analysis tailored to various organizational needs. The company offers IMPLAN Software, which encompasses a comprehensive economic assessment package that delivers detailed insights into regional economies, with geographical resolutions ranging from national to ZIP code levels across the United States and around 40 OECD countries. This software enables users to create multi-regional social accounting matrices and multiplier models, facilitating informed decision-making in areas such as policy-making, investment analysis, and economic development. IMPLAN's clientele includes government agencies, academic institutions, non-profits, and private corporations globally. The company also offers various support and training options to ensure effective use of its products. Founded in 1993 and headquartered in Huntersville, North Carolina, IMPLAN Group was previously known as Minnesota IMPLAN Group, Inc. and rebranded in 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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