Bregal Sagemount

Bregal Sagemount is a private equity and venture capital firm founded in 2012, with headquarters in New York and an additional office in Dallas. The firm specializes in providing growth capital and strategic support to high-growth companies across various sectors, including software, digital infrastructure, healthcare information technology, business services, consumer services, and financial technology. Bregal Sagemount focuses on investing in companies with revenues between $15 million and $250 million, typically making investments ranging from $8 million to $200 million. The firm is capital structure-agnostic, allowing it to participate in both debt and equity investments, and it may take either minority or majority stakes in its portfolio companies. Bregal Sagemount does not engage with distressed businesses and aims to partner with market-leading firms that demonstrate strong growth potential.

Gurmaan Bhatia

Vice President

Harrison Boyajian

Senior Associate

William Breskman

Principal

Harrison Brunelli

Vice President

Tim Burke

Senior Associate

Julia Crerend

Associate

Wendy Dong

Associate

Steve Dorsey

Principal

Cameron Eskandari

Vice President

Bronwyn Ferris

Associate

Leila Foulon

Associate

Adam Fuller

Co-Founder and Partner

Brooke Fuller

Associate

David Greenbaum

Vice President

Blair Greenberg

Partner

Stephen Griffin

Senior Associate

Jaskaran Heir

Principal

Bobby Henderson

Vice President

Zuhair Khan

Principal and Co-Head of Basecamp

Michael Kosty

Partner

Stephanie Li

Associate

Ben MacShane

Associate

Stephen Mahedy

Senior Operating Partner

Clayton Main

Partner

Zach Month

Senior Associate

Connor Pams

Vice President

Victor Pham

Associate

Kevin Richardson

Finance Director

Michael Samila

Associate

Scott Simpson

Partner and Head of Credit

Jon Sonnenschein

Principal

Sandeep Swaminathan

Partner

Pavan Tripathi

Co-Founder and Partner

Cameron Vazquez

Senior Associate

Jordan Walton

Principal and Co-Head of Basecamp

Alvar de Wolff

Managing Director, Head of ESG and Responsible Investing

Phil Yates

Partner

Gene Yoon

Co-Founder and Managing Partner

69 past transactions

Neptune Flood

Private Equity Round in 2023
Neptune Flood, founded in 2016 and headquartered in Saint Petersburg, Florida, offers innovative flood insurance products across the United States. The company employs advanced mapping technologies and aerial remote sensing to develop algorithms that accurately assess flood risk, often resulting in coverage options that are more comprehensive and cost-effective than those provided by the National Flood Insurance Program, with potential savings of up to 25%. Neptune Flood launched its insurance offerings in early 2017 and became a Lloyd's Coverholder later that year, allowing it to provide flood insurance nationwide. The company's policies are backed by Lloyd's of London, which holds an "A" (Excellent) rating from A.M. Best. By leveraging data analytics and user-friendly online tools, Neptune Flood aims to streamline the process of obtaining flood insurance, ensuring that customers receive reliable financial protection in the event of a flood.

BuildingLink

Private Equity Round in 2022
BuildingLink empowers management to run their buildings easily and transparently, enables staff to handle their myriad day-to-day tasks seamlessly and accurately, helps foster a sense of community among your residents, and enhances your building's or company's unique brand identity.

SOLO

Venture Round in 2022
SOLO provides back-office solutions for contractors and sales organizations. Its platform offers dynamic proposals, document management, CAD design, and engineering as-a-service for the home improvement industry. The company was founded in 2018 and is headquartered in Lehi, Utah.

PayArc

Series A in 2022
Provider of payment processing services intended to bridge the gap between online merchants and payment solutions. The company's technology-driven payment platform allows streamlining of payment processes through best practices and transparent pricing models, allowing companies to move faster, work smarter and make better decisions, one payment at a time.

DentalXChange

Private Equity Round in 2022
DentalXChange operates an electronic data interchange platform dedicated to enhancing the business operations of dental practices. By focusing exclusively on the dental industry, the company offers a range of services designed to streamline interactions between dentists, patients, and insurance companies. Their offerings include claims and credentialing services, practice management tools, website development and hosting, a dental directory, a job board, and an online community featuring the latest news and articles. These services aim to improve productivity, reduce costs, and simplify the administrative aspects of running a dental practice, ultimately making the business side of dental care more efficient.

nThrive

Series A in 2021
nThrive is built on a legacy of excellence. In the past it was known as MedAssets, Precyse and Equation. While each formerly a leader in its own right, the companies have combined talents and capabilities into a single enterprise. From patient-to-payment, nThrive provides all the technology, advisory expertise, services, analytics and education programs health care organizations need to thrive in the communities that they serve.

Transflo

Private Equity Round in 2021
Transflo is a software company that specializes in applications and services for the transportation industry. Based in Tampa, Florida, it offers a suite of mobile and cloud-based technologies that facilitate real-time communication among fleets, brokers, and commercial vehicle drivers. Transflo's platform digitizes nearly 500 million shipping documents annually, encompassing around $54 billion in freight bills. By providing solutions that enhance operating efficiency through electronic forms and workflow services, Transflo enables organizations within its client and partner network to streamline processes, improve cash flow, and reduce costs.

Conductor

Private Equity Round in 2021
Conductor, LLC specializes in providing a search engine optimization (SEO) platform and enterprise content marketing solutions. Its flagship product, Conductor Searchlight, generates insights into customer intent, helping marketers understand trends and topics relevant to their audiences throughout the purchasing process. The platform offers various tools, including rank tracking, SEO reporting, competitive analysis, content mapping, and keyword research, enabling marketers to create effective content and measure its impact on organic traffic and return on investment. Conductor serves a diverse clientele that includes major brands and emerging companies across multiple industries, such as retail, technology, healthcare, hospitality, and finance. Originally founded as Linkexperts, Inc. in 2004, the company rebranded to Conductor, LLC in 2008 and became an independent entity in December 2019 after spinning out from WeWork. Based in New York, Conductor continues to lead in organic marketing solutions.

MRI Software

Debt Financing in 2021
MRI Software LLC specializes in providing real estate software applications and hosted solutions tailored for a range of sectors including affordable housing, commercial properties, and investment management. Founded in 1971 and based in Solon, Ohio, the company offers a comprehensive suite of products encompassing financial management, property management, and reporting and analytics. MRI Software's platform supports both residential and commercial markets, enabling real estate owners, investors, and operators to efficiently manage property-level operations and streamline accounting processes. The company's innovative technology helps organizations automate the tracking of lease terms and expenses, reducing the risk of costly errors. With nearly five decades of experience, MRI Software fosters strong client relationships and continuously evolves to meet the unique needs of the real estate industry.

Sticky.io

Debt Financing in 2021
Sticky.io, Inc. specializes in integrated e-commerce software solutions designed to enhance online business operations. Founded in 2008 and headquartered in San Francisco, California, the company offers a comprehensive platform for order management and recurring billing. Its services include product management, revenue maximization, data analytics, and fraud prevention, enabling brands to effectively manage subscriptions and transactions. Sticky.io's cloud-based software facilitates complex billing processes and provides insights throughout the customer lifecycle, fostering strong relationships between brands and their customers. Previously known as Lime Light CRM, Inc., the company rebranded to Sticky.io in March 2020 to better reflect its focus on innovative e-commerce solutions.

DentalXChange

Series A in 2021
DentalXChange operates an electronic data interchange platform dedicated to enhancing the business operations of dental practices. By focusing exclusively on the dental industry, the company offers a range of services designed to streamline interactions between dentists, patients, and insurance companies. Their offerings include claims and credentialing services, practice management tools, website development and hosting, a dental directory, a job board, and an online community featuring the latest news and articles. These services aim to improve productivity, reduce costs, and simplify the administrative aspects of running a dental practice, ultimately making the business side of dental care more efficient.

Printful

Private Equity Round in 2021
Printful is a drop shipping service designed for small and medium online retailers seeking to sell custom print products, such as posters, canvas, and apparel, without managing fulfillment and shipping themselves. It integrates seamlessly with various e-commerce platforms, including Shopify and WooCommerce, allowing online stores to streamline their operations. Retailers can utilize Printful's services through multiple avenues, including direct integration with e-commerce platforms, submitting manual orders, leveraging an open API, or using third-party services like Shipstation or Ecwid for those platforms that do not have direct integration. This flexibility enables businesses to focus on their core activities while outsourcing logistics to Printful.

Scorpion

Series A in 2021
Scorpion is a provider of marketing and technology solutions tailored for the legal, home services, franchise, and healthcare industries. The company specializes in delivering a comprehensive range of internet marketing services that include web design, search engine optimization, social media management, paid search advertising, content creation, video production, and lead tracking and analytics. By offering effective strategies and innovative advertising technology, Scorpion assists service-oriented businesses in attracting more leads and customers, ultimately enhancing their revenue. The firm positions itself as a partner to its clients, focusing on honest guidance to help them navigate their marketing challenges.

Independence Dental Services

Debt Financing in 2021
Provider of dental services committed to building relationships and partnerships with dentists. The company offers non-medical services including financial management, human resources and regulatory compliance, enabling dental practitioners to build a cross-country network to serve patients.

SEKO Logistics

Debt Financing in 2021
SEKO Logistics GmbH provides logistics and supply chain services. The company was formerly known as Seko Synergy GmbH. SEKO Logistics GmbH is based in Frankfurt, Germany. As of September 1, 2018, the company operates as a subsidiary of Hermes Europe GmbH.

Horizon Telcom

Debt Financing in 2021
Horizon Telcom, Inc. is a telecommunications provider based in Chillicothe, Ohio, serving Southern Ohio and surrounding areas. The company offers a range of services, including switched wireline voice communications, high-speed internet, digital video, and security monitoring for residential, commercial, and small business customers. Horizon Telcom also specializes in fiber optic-based carrier services, such as Ethernet, voice-over IP, and leased dark fiber, catering to wireless service providers, healthcare organizations, educational institutions, government entities, and enterprises. Established in 1895, the company has built a reputation for advanced broadband services, leveraging its extensive fiber optic network to deliver reliable communication solutions while prioritizing customer care.

SE

Private Equity Round in 2020
Scorpion Enterprises seeks investment opportunities within Texas. It invests in companies that need additional capital and an experienced guiding hand on the steps towards growth and success.

Dentive

Debt Financing in 2020
Dentive, LLC operates as a dental support organization. The company was incorporated in 2020 and is based in Provo, Utah.

Corcentric

Private Equity Round in 2020
Corcentric is a global provider of business spend management and revenue management solutions, catering to mid-market and Fortune 1000 companies. The company specializes in cloud-based software, payments, and advisory services designed to transform how businesses purchase, pay, and receive payments. Through its proprietary payments network, Corcentric offers comprehensive solutions for accounts payable and accounts receivable, enabling clients to reduce costs, optimize working capital, enhance visibility, and minimize risk. By focusing on these areas, Corcentric empowers organizations to drive growth and unlock revenue potential.

Kiteworks

Private Equity Round in 2020
Kiteworks, developed by Accellion, Inc., offers a secure mobile content platform designed for enterprise organizations. This platform enables users to securely access, create, edit, and share content while ensuring compliance and mitigating risks associated with data breaches and ransomware attacks. Kiteworks supports various deployment models, including on-premise, hybrid, and hosted solutions, allowing organizations to tailor their mobile content management strategies. The platform is equipped with features that facilitate the development of custom mobile applications and workflows, enhancing connectivity between enterprise systems and mobile users. Kiteworks serves a diverse range of industries, including financial services, government, healthcare, and higher education, ensuring that mobile workers can securely engage with critical business processes. Founded in 1999 and headquartered in Palo Alto, California, Accellion also has a presence in Stuttgart, Germany, and a development center in Singapore.

membersy

Debt Financing in 2020
Membersy LLC offers dental practices through membership programs. It offers a membersy platform to power the tech, marketing, and administration of dental services organizations and practices. The company’s solutions include consulting, software, ecommerce, marketing, fulfillment, billing, support, and compliance. Membersy LLC was founded in 2015 and is based in Austin, Texas.

Congruity

Debt Financing in 2020
Congruity operates as a comprehensive provider of IT support services and data management solutions. The company addresses various client needs, including litigation readiness, eDiscovery, data classification, and compliance. With a focus on enhancing enterprise data security and agility, Congruity aids businesses in managing their data effectively, promoting cost savings and operational efficiency through simplified workflows and optimized storage solutions. Additionally, Congruity supports over 1,000 technology partners by facilitating global deployments of IT services, offering on-site support, consulting, and data center hosting in more than 100 countries. The company boasts a vast network of over 12,000 certified service professionals and a team of experienced engineers, ensuring reliable support throughout the entire IT infrastructure lifecycle. With its extensive experience and commitment to quality, Congruity has successfully managed millions of IT systems across numerous locations, establishing a reputation for excellence in the industry.

SurePrep

Private Equity Round in 2019
The leader in tax automation for CPA firms. SurePrep’s solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners and all firm sizes in between. SurePrep’s software solutions 1

TrustArc

Series D in 2019
TrustArc, the leader in privacy compliance and data protection for over two decades, offers an unmatched combination of innovative technology, expert consulting and TRUSTe certification solutions, that together address all phases of privacy program management. The TrustArc Platform, fortified over seven years of operating experience, across a wide range of industries and client use cases, along with our extensive services, leverage deep privacy expertise and proven methodologies, which have been continuously enhanced through thousands of customer engagements. Headquartered in San Francisco, and backed by a global team across the Americas, Europe, and Asia, TrustArc helps customers worldwide demonstrate compliance, minimize risk and build trust.

Buyers Edge Platform

Private Equity Round in 2019
Buyers Edge Platform, LLC specializes in procurement solutions and purchasing services tailored for the food procurement industry. Founded in 2018 and based in Waltham, Massachusetts, the company offers direct contract services and develops software solutions, including FoodBAM and Tipzyy, which facilitate the management of purchasing data, rebate processing, and contract auditing. Buyers Edge Platform serves a diverse clientele that includes food manufacturers, consultants, group purchasing organizations, and operators. By combining group purchasing capabilities with data analytics and supply chain management, the company enhances operational efficiency and delivers significant value to its clients within the foodservice sector.

Critical Start

Private Equity Round in 2019
Critical Start is a network security consulting firm dedicated to enhancing the security capabilities of organizations across North America. With a focus on protecting clients' brands and minimizing business risks, the company employs its own framework, the Defendable Network, to assess security readiness. Critical Start offers a comprehensive range of services, including managed security services, incident response, professional services, and product fulfillment. By providing security-readiness assessments and helping clients identify vulnerabilities, the firm enables organizations to strengthen their infrastructure, reduce exposure to threats, and effectively respond to incidents, thereby minimizing the potential impact of breaches.

Procure Analytics

Private Equity Round in 2019
Procurement Advisors LLC (PA) is a full-spectrum sourcing consultancy for all of your maintenance, repair and operating (MRO) and packaging supply needs. PA brings its Members the power of consortium buying leveraged across more than 500 Member companies with 12,000 locations on three continents. In addition to great initial savings when a new Member joins PA, they consistently show year-over-year savings for the Membership through aggregation, renegotiation of tens of thousands of SKUs annually, customized reporting and tracking programs and a comprehensive suite of service offerings – all at no cost to their Members.

DiscoverOrg

Debt Financing in 2019
DiscoverOrg, LLC is a provider of sales and marketing intelligence tools aimed at enhancing the effectiveness of sales, marketing, and staffing professionals. Founded in 2007 and based in Vancouver, Washington, the company offers a platform that helps users identify prospects, understand their needs, and connect with them at optimal times. Its solutions include detailed mapping of organizational structures, along with verified contact information and insights into ongoing projects and technology usage. DiscoverOrg's database covers decision-makers across various sectors, including IT, marketing, finance, and human resources, serving both small and large organizations globally. The company's data is continuously updated by a team of over 250 researchers, ensuring high accuracy and relevance, which supports clients in improving their outreach and revenue growth.

Fluent Home

Debt Financing in 2019
Fluent Home Ltd. specializes in home security and automation services, offering a comprehensive range of products and solutions designed to enhance safety and convenience for residential customers across North America. Their offerings include touch screen control panels, emergency response devices, automated door locks, and various monitoring systems for burglary, fire, carbon monoxide, and flooding. Additionally, Fluent Home provides remote access capabilities, allowing users to manage their security systems via web and mobile applications. With a focus on user-friendly technology, the company aims to improve the quality of life for its customers. Fluent Home was established in 2010 in Edmonton, Canada, and was formerly known as Titan Alarm LLC before rebranding in 2014. The organization operates through a network of sales representatives and technicians, with additional offices in Louisiana and Utah. Fluent Home is also committed to charitable initiatives, reflecting its dedication to community support alongside its core mission of enhancing residential safety.

Align General Insurance Agency

Private Equity Round in 2018
Align General Insurance Agency, LLC is a general agency and specialist program underwriting manager headquartered in San Diego, California. The Company was established in late 2003 and following a year-long systems and infrastructure implementation and integration initiative, started underwriting insurance in March of 2005. Since then, Align has executed a controlled growth and diversification plan and has founded two separate companies; Personable Insurance (Personal Auto) and Catalytic Risk Managers (Property Catastrophe) as well as three business divisions: Specialty Casualty, Commercial Auto and Worker’s Compensation. The Company is a leader in the program management space and has established relationships with a growing number of the best program carrier partners in the market place. Align has grown at a CAGR of better than 25% since the Company’s inception and expects to continue growing at a rate of better than 20% annually for the foreseeable future. Align’s core business objective is to develop and build truly sustainable, profitable specialty insurance programs working with a select group of quality carrier partners. To achieve this, Align hires successful insurance professionals that have a proven ability to generate profitable underwriting results in their specialist area of insurance. Align has invested heavily in its infrastructure and technology to ensure that its businesses deliver differentiated service from the competition and are highly efficient in all market cycles.

GPS Insight

Private Equity Round in 2018
GPS Insight is a leading provider of GPS fleet tracking software tailored for fleet-based companies in the road transportation sector. The company develops and distributes advanced GPS tracking and Electronic Logging Device (ELD) technologies that enhance visibility into fleet operations. GPS Insight's solutions are designed to increase efficiency and safety while promoting sustainability. They offer a flexible platform featuring a variety of customizable reports, alerts, and innovative tools that can be adapted to meet the specific needs of clients, ultimately ensuring a strong return on investment. By utilizing high-quality GPS hardware, GPS Insight enables companies to gain valuable insights into their fleet operations, driving improvements across various operational aspects.

CallTower

Debt Financing in 2018
Since its inception in 2002, CallTower has built its service based on best-of-breed technologies from the leading providers in the communications industry, including Cisco® (Cisco Unified Communications Manager) and Microsoft® (Skype for Business, Lync, Exchange Server, SharePoint and Dynamics), and integrating their voice offering through CallTower’s proprietary vXML Voice Cube voice messaging platform. CallTower's entire offering is easily provisioned and maintained via calltower:connect. With CallTower’s On Demand Unified Communications Solution, smaller, growing businesses with multiple offices can achieve the benefits and class of service traditionally reserved for enterprises.

Options Technology

Private Equity Round in 2017
Options Technology Ltd. is a global provider of managed services and IT infrastructure tailored for the financial services sector. Founded in 1993, the company initially focused on hedge fund technology services before becoming a pioneer in offering cloud solutions for financial institutions. Its Core platform delivers an all-encompassing outsourced technology service, covering desktop, communication, and network infrastructure, alongside desktop support and vendor management. Options also offers Velocity, which provides colocation and proximity services to key liquidity centers across various asset classes, and Momentum, an application management solution that hosts customer proprietary applications in a private cloud environment. Serving a diverse clientele, including investment banks, hedge funds, and exchanges, Options operates in over 20 countries with offices in major financial hubs. The company emphasizes security, compliance, and engineering practices, enabling clients to efficiently manage their financial technology infrastructure while supporting scalability and innovation.

Lux Research

Acquisition in 2017
Lux Research is an independent research and advisory firm that provides strategic advice and intelligence related to emerging technologies. Catering to leaders in business, finance, and government, Lux Research assists its clients in making informed decisions through a unique approach that emphasizes primary research and a robust global network. The firm offers subscription-based market intelligence, advanced analytics, and research services focused on data, insights, and trends across various industries, including chemicals, consumer products, industrial sectors, utilities, and oil and gas. By delivering actionable insights, Lux Research helps clients navigate market dynamics, mitigate risks, and drive growth effectively.

Lux Research

Private Equity Round in 2017
Lux Research is an independent research and advisory firm that provides strategic advice and intelligence related to emerging technologies. Catering to leaders in business, finance, and government, Lux Research assists its clients in making informed decisions through a unique approach that emphasizes primary research and a robust global network. The firm offers subscription-based market intelligence, advanced analytics, and research services focused on data, insights, and trends across various industries, including chemicals, consumer products, industrial sectors, utilities, and oil and gas. By delivering actionable insights, Lux Research helps clients navigate market dynamics, mitigate risks, and drive growth effectively.

Connectria

Private Equity Round in 2017
Connectria specializes in cloud hosting and cloud-managed services tailored for enterprises. The company offers a comprehensive suite of solutions, including public, private, and hybrid managed hosting, as well as cloud security and cloud management software. By providing both basic and complex multivendor solutions, Connectria supports a diverse array of technologies to meet the varied needs of its clients. Its services aim to enhance operational efficiency and security in cloud environments, making it a reliable partner for organizations looking to leverage cloud technologies.

Information Builders

Funding Round in 2017
Information Builders, Inc. specializes in software solutions for business intelligence, analytics, and data integration. Founded in 1975 and headquartered in New York, the company provides a range of products, including WebFOCUS, an enterprise business intelligence platform, and iWay software for integrating disparate systems. Their offerings support various industries, such as banking, healthcare, government, and telecommunications, addressing functional areas like customer relationship management, financial reporting, and supply chain management. In addition to software, Information Builders delivers professional services, including consulting, technical support, and education, to help organizations optimize their data management and analytics capabilities. With a global presence, the company operates offices across the Americas, Europe, Africa, the Middle East, and the Asia Pacific, serving clients in diverse sectors with tailored solutions to enhance performance and drive innovation.

Single Digits

Venture Round in 2017
Single Digits offers a complete guest HSIA solution, including all components of IP network design, engineering, professional services, ongoing maintenance, network monitoring multi-lingual support, revenue reporting, and authentication tracking. Our powerful Business Access Portal software, which combines hosted guest authentication (AAA), proactive network monitoring (SNMP), trouble ticketing, and global reporting tools, enables management companies to cost effectively and efficiently deploy HSIA in virtually any environment.

Single Digits

Acquisition in 2017
Single Digits offers a complete guest HSIA solution, including all components of IP network design, engineering, professional services, ongoing maintenance, network monitoring multi-lingual support, revenue reporting, and authentication tracking. Our powerful Business Access Portal software, which combines hosted guest authentication (AAA), proactive network monitoring (SNMP), trouble ticketing, and global reporting tools, enables management companies to cost effectively and efficiently deploy HSIA in virtually any environment.

Bite Squad

Venture Round in 2017
In 2012, entrepreneurs Kian Salehi and Arash Allaei saw a need in their hometown community of Minneapolis for an easy, fast and affordable way to order delivery from all the wonderful restaurants in town. With years of restaurant experience under their belts, the pair decided to do something about it and Bite Squad was born. Bite Squad was created to be the last place you’ll ever have to go online to order cuisine for delivery or takeout. The company now partners with over 10,000 local restaurants in more than 400 cities nationwide, and employees over 5,000 drivers to deliver fresh food from the restaurant straight to the customer’s door—quickly and hassle-free!

Advanced Solutions International

Venture Round in 2016
Advanced Solutions International (ASI) is a global software company dedicated to enhancing the operational and financial performance of associations and nonprofits. Established in 1991, ASI has served nearly 4,000 clients and millions of users around the world, leveraging best practices and proven solutions alongside ongoing client advisement. The company operates through a network of over 100 partners and maintains corporate offices in the United States, the United Kingdom, Canada, and Australia. ASI is recognized as an industry thought leader, committed to helping nonprofit organizations achieve their goals and maximize their impact.

Steele Compliance Solutions

Private Equity Round in 2016
Steele Compliance Solutions is a global business advisory and compliance intelligence firm that specializes in comprehensive third-party due diligence solutions. With over 26 years of experience, the firm assists Fortune 1000 companies and mid-sized businesses in meeting regulatory requirements and adopting best practices. Steele offers a range of services, including Regulatory Due Diligence, Third-Party Program Advisory Services, Program Management Services, and Compliance Analytics and Benchmarking Services. The company operates in more than 190 countries, providing local and regional expertise through its on-the-ground resources. Additionally, Steele develops compliance management and due diligence investigation software, focusing on anti-bribery and anti-corruption compliance, thereby enhancing its ability to serve clients effectively in a complex regulatory environment.

Discovery Data

Acquisition in 2016
Discovery Data offers the only database with a single consolidated view of the financial services industry, including 34,000 firms and over 2 million professionals. The world's largest, most successful and fastest growing asset managers, broker-dealers, clearing firms, insurance companies and service providers recognize our data and services as the preeminent solution and rely on it to understand the industry, and to identify, reach and do business with firms and professionals throughout the United States

Discovery Data

Private Equity Round in 2016
Discovery Data offers the only database with a single consolidated view of the financial services industry, including 34,000 firms and over 2 million professionals. The world's largest, most successful and fastest growing asset managers, broker-dealers, clearing firms, insurance companies and service providers recognize our data and services as the preeminent solution and rely on it to understand the industry, and to identify, reach and do business with firms and professionals throughout the United States

Truckstop

Private Equity Round in 2016
Truckstop.com, originally founded as Internet Truckstop in 1995, is a technology solutions provider for the transportation industry. Based in New Plymouth, Idaho, the company offers a comprehensive freight-matching marketplace and cloud-based transportation management systems (TMS) that facilitate the automatic matching, management, and review of freight shipments. Truckstop.com also provides telematics and fleet management solutions, low-cost non-recourse factoring for accounts receivable, and dispatching software tailored for small to medium-sized brokerages. Its services cover various aspects of integrated transportation solutions, including load planning, routing, carrier management, document management, and performance tracking. In addition to its technology offerings, Truckstop.com operates truck stops and convenience stores across the United States, reinforcing its commitment to enhancing efficiency and innovation in the supply chain.

Trapp Technology

Debt Financing in 2016
Trapp Technology, Inc. is a technology company based in Phoenix, Arizona, that specializes in providing a comprehensive range of cloud, Internet, IT managed, and consulting services to organizations of various sizes, including small, medium, and large businesses, as well as data centers globally. The company offers professional IT services such as procurement, disaster recovery, storage and capacity planning, and data center performance monitoring, alongside hosted and on-premise Voice over IP solutions. Additionally, Trapp Technology delivers managed IT services, network system audits, redundant blended bandwidth Internet, remote network monitoring, and custom application hosting. Its cloud offerings include software hosting, private cloud solutions, and hosted virtual desktops. Catering to diverse sectors like education, finance, retail, construction, legal, real estate, manufacturing, and non-profit, Trapp Technology aims to help businesses reduce IT costs while leveraging technology for growth. Founded in 2007, the company addresses the needs of mid-sized businesses looking to outsource IT infrastructure and application management to enhance efficiency and support complex projects.

Open Lending

Venture Round in 2016
Open Lending Corporation, founded in 2000 and based in Austin, Texas, specializes in lending enablement and risk analytics solutions for financial institutions across the United States. The company focuses on providing automated lending services through its flagship product, Lenders Protection, which includes loan analytics, risk-based pricing, risk modeling, and automated decision technology. This comprehensive approach allows automotive lenders to maintain profitable loan portfolios by offering loans that are largely insured against defaults. Through its innovative solutions, Open Lending aims to enhance the efficiency and profitability of the lending process for its clients.

Purchasing Power

Debt Financing in 2016
Founded in 2001 and based in Atlanta, Purchasing Power operates a financial wellness and purchasing platform designed for employees of participating organizations. The company provides credit alternatives through its employee purchasing programs, allowing employees to buy items online and repay the costs through automatic paycheck deductions. Purchasing Power has established itself as a premier purchase program, servicing over 400,000 orders from employees of various organizations, including Fortune 500 companies and government agencies. Its rapid growth has garnered recognition from several business publications, highlighting its significance in the employee benefits sector.

LabVantage Solutions

Debt Financing in 2016
LabVantage Solutions, Inc. is a provider of laboratory informatics solutions, specializing in a web-based laboratory information management system (LIMS). This system enables users to effectively manage the sample lifecycle, optimize laboratory operations, and facilitate data retrieval while ensuring integration with various instruments and systems. The company offers a range of solutions tailored for sectors such as biobanking, pharmaceutical quality control, molecular diagnostics, and research and development. Additionally, LabVantage provides implementation, training, validation, and managed services to enhance laboratory efficiency and accuracy. With a strong presence in diverse industries, including academic research, manufacturing, and clinical laboratories, LabVantage Solutions is recognized for its adaptability and ability to support a large number of concurrent users. Founded in 1981 and headquartered in Somerset, New Jersey, the company operates globally, with offices in the Americas, Europe, Asia, the Middle East, and Africa.

Enprecis

Private Equity Round in 2015
Enprecis, Inc. is a company that specializes in providing online customer insights specifically for the automotive industry, operating both in the United States and internationally. Founded in 2006 and headquartered in Seattle, Washington, with additional offices in Shanghai, Seoul, and Paris, Enprecis offers a range of tools designed to enhance customer experience management. Its key products include Continuous Quality Insight (CQI), a customer feedback analysis tool that fosters connections among automobile manufacturers, dealers, and owners; the Online Service Advisor, which collects detailed information about vehicle issues prior to service; and CQI Mobile Companion, facilitating mobile access to these insights. Additionally, Enprecis provides online information, translation, and localization services, aiming to empower its global automotive clients with actionable insights to improve and innovate customer experiences.

Sovendus

Private Equity Round in 2015
Sovendus operates a successful network of more than 600 online shops in Germany, the UK, France, the Netherlands, Austria, Switzerland and Spain. Sovendus offers a variety of benefits for their shop partners and specifically helps them to acquire new customers and generate additional sales.

Atlas Keg Co

Private Equity Round in 2015
Atlas Keg Company, LLC specializes in keg leasing solutions specifically tailored for breweries in the United States. Established in 2011 and headquartered in Birmingham, Alabama, the company offers both seasonal and long-term rental options for kegs, catering to the needs of the craft brewing industry. Atlas Keg Company operates as a subsidiary of Keg Logistics, LLC, which has a broader range of services, including assistance with shipping logistics, such as returning empty kegs and delivering full products. The company aims to support breweries by providing high-quality kegs and efficient keg logistics, helping them optimize their operations and enhance profitability.

MOBI Wireless Management

Venture Round in 2015
MOBI Wireless Management LLC specializes in providing software and services designed to help organizations effectively manage their mobility needs. The company offers a cloud-based Mobility Management Platform that centralizes the management of mobile devices by integrating with wireless carriers and corporate IT systems. This platform enables organizations to deploy, support, and decommission devices, while also automating processes and enhancing visibility. MOBI's services include help desk support, device logistics, enterprise mobility management, expense management, and consulting, all aimed at optimizing mobile environments and reducing associated costs and risks. Established in 2009 and headquartered in Indianapolis, Indiana, MOBI operates through direct sales and channel partnerships. The company is a subsidiary of Tangoe, Inc. as of December 2018.

Irth Solutions

Private Equity Round in 2015
Irth Solutions, Inc. provides cloud-based field service management software primarily for the utility and energy industries. The company's offerings include UtiliSphere, which enhances data accessibility and automates workflow processes related to asset management, and SAGE 811, designed to facilitate communication for One Call Centers regarding ticket management. Irth Solutions serves a wide range of sectors, including oil and gas, telecommunications, public sector entities, and alternative energy, focusing on applications such as damage prevention, incident management, and asset field operations. Founded in 1985 and based in Columbus, Ohio, Irth Solutions has been instrumental in supporting damage prevention professionals and GIS experts in protecting underground assets and maintaining accurate mapping. The software is tailored for field workers and is accessible in real-time, ensuring secure and efficient management of critical assets.

Interface Systems

Debt Financing in 2015
Interface Security Systems Holdings, Inc., through its subsidiary, Interface Security Systems, L.L.C., operates as a managed security service provider in the United States. The company specializes in cloud-based, managed physical and cybersecurity services, catering primarily to the retail, restaurant, hospitality, convenience store, and financial sectors. Its offerings include managed network services such as SD-WAN, broadband, secure Wi-Fi, and network security, alongside voice over IP solutions. Additionally, Interface provides asset protection services, including video verified alarms, interactive monitoring, and managed access control. The company also delivers business intelligence solutions, such as video management, analytics, and remote audit services. Founded in 1995 and headquartered in Earth City, Missouri, with an office in Plano, Texas, Interface aims to enhance security, streamline connectivity, and reduce IT costs for its clients while offering a transparent pricing model that simplifies vendor management.

OnSolve

Debt Financing in 2015
OnSolve, LLC specializes in Software-as-a-Service solutions for critical event management and emergency notifications. The company offers CodeRED, a comprehensive application that facilitates integrated alerts through various channels, including phone calls, text messages, emails, and social media platforms. OnSolve's services are utilized across multiple sectors, such as government, healthcare, utilities, transportation, education, and finance, among others. The company’s solutions support community and employee notifications, severe weather alerts, and regulatory compliance, enhancing organizations' preparedness and response capabilities. Founded in 1996 and headquartered in Ormond Beach, Florida, OnSolve was previously known as Emergency Communications Network, LLC before rebranding in 2017. Its innovative use of cloud-based technology, coupled with artificial intelligence and machine learning, allows clients to effectively manage risks and safeguard critical infrastructure.

RDX

Private Equity Round in 2015
RDX: Remote DBA Experrts, provides full and supplemental remote database, O/S, and Oracle EBS administration and monitoring services. RDX is the pioneer of remote data infrastructure support having offered these services since 1994. RDX provides full and supplemental remote database, O/S, and Oracle EBS administration and monitoring services to over 250 customers across the Western Hemisphere and Asia directly from its Pittsburgh Global Operations Center. With RDX’s support offering, customers can leverage the knowledge and support of its entire team of data infrastructure support experts while reducing costs and increasing application availability. With a focus on security, robust monitoring architecture, and 24x7x365, 100% onshore support, RDX has given IT decision makers a good reason to re-think remote database administration. RDX recently achieved its second SSAE 16 Type II with zero audit exceptions and is in the final stages of a PCI compliance audit. By constantly researching and evaluating leading-edge support technologies, RDX wants all customers to rest assured that their environments are in trusted hands.

YapStone

Debt Financing in 2015
YapStone is a global provider of online and mobile payment solutions, specializing in services for large marketplaces and vertical markets. The company facilitates payments for various platforms, including HomeAway and VRBO, as well as numerous apartment and vacation rental companies, homeowners' associations, and self-storage businesses. With an annual payment volume exceeding $18 billion, YapStone has established itself as a significant player in the payment processing industry. The company has received recognition for its rapid growth, appearing on the Inc. 5000 list of Fastest-Growing Private Companies for nine consecutive years and being named one of Forbes' "Next Billion Dollar Startups" in 2016. YapStone has raised over $110 million in funding from notable investors and operates from its headquarters in Walnut Creek, California, with additional offices across the U.S. and international operations in Ireland. The company's platform enables flexible global payouts, instant funding, and various payment methods, enhancing the monetization of transactions for its clients.

Key Health

Debt Financing in 2014
Key Health Medical Solutions, Inc. provides medical lien funding services to healthcare facilities, medical providers, and attorneys in the United States. The company, through its Lien Solutions Program, offers funding to medical care on a lien/letter of protection basis for patients who have been injured as a result of a motor vehicle accident or other type of personal injury accident. It purchases medical receivables for various services, including MRIs, CT scans, EMG/NCV procedures, spinal injections, pain management, inpatient and outpatient surgical procedures, implant devices, consultations and treatment with physician specialists, and physical therapies. The company was founded in 1996 and is based in Westlake Village, California. As of May 18, 2017, Key Health Medical Solutions, Inc. operates as a subsidiary of Oasis Legal Finance, LLC.

Accela

Series D in 2013
Accela is a leading provider of software as a service (SaaS) solutions aimed at enhancing government operations and community development. Founded in 1981 and headquartered in San Ramon, California, the company specializes in offering tools for planning, building, licensing, permitting, and managing various civic services. Accela's platform supports government agencies at all levels, facilitating improved civic engagement and streamlining core processes to better serve citizens and businesses. By leveraging technology, Accela aims to foster thriving communities while ensuring efficient management of resources and services.

TradeGlobal

Private Equity Round in 2013
Founded in 2001 as Filltek before becoming Netrada North America in 2010, today TradeGlobal provides operations, professional services and IT solutions to brands and retailers in the fashion and cosmetics industry, offering a full spectrum of eCommerce expertise to deliver on its clients’ custom needs. TradeGlobal services include website development and integrations, fulfillment and logistics, customer care, photography and graphic design, content management, eCommerce strategy and all forms of digital marketing. Its solutions include software and integrations to expand the global reach of its clients’ supply-chain internationally and across all channels and devices. TradeGlobal works with its clients to strategize and provide customized services and technology to specifically meet its clients’ needs, allowing them to benefit both from economies of scale and tailored solutions. The TradeGlobal state-of-the-art Global Customer Care Center has 24/7 multi-lingual representation, with integrated best in class technology, brand teams, world-class training, 100 percent quality assurance of all customer interactions and brand cross-training, all supported by an engaged management group. TradeGlobal is fashioned from innovation and positioned for growth. From its humble beginning, serving one client from one warehouse, the organization have grown to service 50 brands delivering 5 million packages in 2013 from warehouses in North America, Europe and Asia.

NMI

Private Equity Round in 2013
NMI provides payments enablement technology that enables ISOs, VARs, ISVs and payment facilitators to offer their own branded payment gateway services, allowing them to benefit from being a payment gateway without building or maintaining their own technology. Our exceptional team of software engineers has created a security-focused, feature-rich and omni-channel payment gateway platform that partners can completely and transparently brand, removing NMI from their merchant customers’ view.

ZeOmega

Funding Round in 2013
ZeOmega, founded in 2001, provides a powerful population health management platform for payers, providers and value-based care organizations. Our high-value, strategic solution is designed to integrate workflow, analytics, content and communication capabilities. With deep domain expertise and a comprehensive understanding of complex population health challenges, ZeOmega delivers solutions to facilitate collaboration among stakeholders—which in turn enables clients to implement disparate health care management strategies for overall improvement in quality of care, provider performance, individual patient and member satisfaction, and cost savings. Reliable, responsive and dedicated to meeting customer expectations and project benchmarks, ZeOmega is the right technology partner for health plans, disease management organizations, patient-centered medical homes, medical management organizations, third-party administrators, and other organizations providing medical and care management services.

Adreima

Debt Financing in 2013
Adreima advocates for hospitals nationwide, providing eligibility and revenue cycle management services supported by a deep knowledge of state-specific issues and unparalleled in-house expertise. Their know-how and commitment to customer service improves financial performance and builds long-term trusting partnerships.

Ideal Stelrad Group Ltd

Acquisition in 2013
Ideal Stelrad Group Ltd manufactures and markets boilers and radiators.

Recondo

Funding Round in 2013
Recondo Technology, Inc. specializes in cloud-based software and services aimed at optimizing workflow in the healthcare sector. The company offers various solutions, including EmpoweredPatientAccess for registration quality and eligibility verification, EmpoweredBusinessOffice for claims management and revenue forecasting, and MySurePayHealth for accurate out-of-pocket expense estimates. Additionally, Recondo provides EmpoweredTechnology solutions to enhance payor connectivity and streamline data resolution. These offerings facilitate efficient interactions among healthcare providers, payers, and patients, ensuring timely payments throughout the healthcare continuum. Serving a diverse clientele that includes specialty providers, imaging centers, and hospitals, Recondo addresses significant challenges within the healthcare revenue cycle, helping to reduce costs and improve financial outcomes. Founded in 2006 and headquartered in Denver, Colorado, the company operates as a subsidiary of Waystar, Inc. since December 2019.

MicroEdge

Private Equity Round in 2013
MicroEdge, LLC, established in 1985 and headquartered in New York City, is a prominent provider of software and services for the charitable giving community. The company offers an integrated and open framework that facilitates efficient and effective charitable contributions. Its technology solutions are designed to assist foundations, corporations, government agencies, donors, advisors, and financial institutions in raising, investing, managing, and distributing charitable funds. With regional offices across the United States, MicroEdge serves thousands of clients globally, enhancing collaboration within the philanthropic sector.

Vital Insights Inc.

Venture Round in 2012
Vital Insights, a Mississauga, Ontario, Canada-based provider of enterprise customer experience management (CEM) software solutions. Led by Jason Tryfon, President & CEO, Vital Insights designs, develops and distributes enterprise-class daily tracking and Customer Experience Management (CEM) solutions. Its product lineup is Foresight™, a platform that distributes, gathers, and manages customer feedback. The company’s newest product Foresight Mobile™ – a mobile application for CEM – gives users a tool to respond to time-sensitive issues, preventing possible customer defections directly from their wireless smartphones.
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