Bregal Sagemount

Bregal Sagemount is a private equity firm founded in 2012 and headquartered in New York, with an additional office in Dallas, Texas. The firm specializes in providing growth capital and strategic assistance to high-growth companies across various sectors, including software, digital infrastructure, healthcare information technology and services, business and 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, engaging in both equity and debt investments, and may take either minority or majority stakes in its portfolio companies. It aims to support market-leading companies and does not invest in distressed businesses.

Gurmaan Bhatia

Principal

Gurmaan Bhatia

Vice President

Harrison Boyajian

Vice President

William Breskman

Vice President

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

Brooke Fuller

Associate

Shea Goggin

Partner and Head of Capital Development

David Greenbaum

Principal

Blair Greenberg

Partner

Stephen Griffin

Vice President

Jaskaran Heir

Vice President

Bobby Henderson

Vice President

Michael Kosty

Partner

Matt Koven

Principal

Stephanie Li

Associate

Ben MacShane

Associate

Ben MacShane

Associate

Stephen Mahedy

Senior Operating Partner

Clayton Main

Partner - Head of Credit

Arjun Mehta

Principal

Zach Month

Associate

Connor Pams

Vice President

Victor Pham

Associate

Kevin Richardson

CFO

Michael Samila

Associate

Scott Simpson

Partner - Head of Credit

Jon Sonnenschein

Principal

Sandeep Swaminathan

Partner

Pavan Tripathi

Partner

Cameron Vazquez

Vice President

Jordan Walton

Vice President

Nathan Webster

Associate

Phil Yates

Partner

Gene Yoon

Managing Partner

75 past transactions

MDaudit

Private Equity Round in 2025
MDaudit is a provider of consulting and software services focused on billing compliance, coding accuracy, and revenue integrity for healthcare organizations, including hospitals and physician practices across the United States. Its flagship platform integrates various auditing types, such as scheduled, risk-based, and coding audits, into a comprehensive solution that helps manage billing risks and optimize revenue streams. The platform employs artificial intelligence to enhance its services, ensuring clients can meet evolving regulatory requirements and improve financial performance. Additionally, MDaudit's Revenue Integrity Suite includes integrated risk management workflows and a closed-loop feedback process designed to enhance the accuracy of initial claim submissions, ultimately reducing the need for costly appeals and write-offs.

360 Advanced

Private Equity Round in 2025
360 Advanced is a cybersecurity firm that provides integrated compliance solutions and data security services to clients and businesses.

PMWeb

Private Equity Round in 2024
PMWeb is a provider of construction program management software designed to address the complete lifecycle of planning, building, and operating projects. The company offers a user-friendly web-based platform that features a modular design, enabling clients to access various tools such as capital expenditure planning, project portfolio management, asset management, document management, timesheets, and real estate management. By using PMWeb's solutions, clients can enhance productivity, reduce operating costs, and achieve greater consistency and compliance in their operations. With a team of experienced software professionals, PMWeb aims to deliver comprehensive support to the construction industry.

UCPM

Private Equity Round in 2024
UCPM has been helping retail insurance agencies across the country to meet the environmental needs of their clients. We know the complexities of the various coverages and forms, and can be a valuable resource to our partner agents. We are committed to focusing on just environmental insurance so that we can provide the knowledge and expertise you need. To put it simply, we are experts so you don’t have to be.

Bradford Airport Logistics

Private Equity Round in 2023
Bradford Airport Logistics Ltd. specializes in airport logistics services for the aviation industry, both in the United States and internationally. Established in 2001 and headquartered in Houston, Texas, the company offers a range of services including turnkey solutions, technology integration, security measures, supply chain management, and consultancy. These services focus on managing the command and control of consumable goods that enter airport terminal complexes, excluding materials destined for aircraft. With a dedicated approach to enhancing operational efficiencies at commercial airports and other transportation hubs worldwide, Bradford Airport Logistics plays a crucial role in streamlining airport logistics.

Orange Logic

Private Equity Round in 2023
Orange Logic, founded in 2000, specializes in digital asset management solutions, particularly known for its product CORTEX | DAM. The company addresses the unique challenges of managing extensive media libraries for a diverse clientele, including banks, manufacturers, media companies, healthcare organizations, and brands. Its platform is designed to effectively maintain, store, and share digital assets, making it suitable for both globally distributed and internal teams. Through its focus on best practices in digital asset management, Orange Logic has established itself as a premier provider in the industry.

Neptune Flood

Private Equity Round in 2023
Neptune Flood Insurance Services, established in 2016 and headquartered in Saint Petersburg, Florida, specializes in providing private flood insurance solutions across the United States. The company employs advanced mapping technologies and aerial remote sensing to develop algorithms that accurately assess flood risk, enabling it to offer policies with potential savings of up to 25% compared to the National Flood Insurance Program. Neptune Flood's policies are backed by Lloyd's of London, rated "A" (Excellent) by A.M. Best, and are designed to provide superior coverage and ease of use for households in all designated flood zones.

Enhesa

Secondary Market in 2023
Enhesa S.A. is a leading provider of environmental, health, and safety (EHS) compliance assurance services, dedicated to helping businesses navigate the complexities of EHS regulations globally. Founded in 1993 and headquartered in Brussels, Belgium, with additional offices in Arlington, Virginia, and Tokyo, Japan, Enhesa employs a team of over 75 regulatory analysts from more than 40 countries. The company offers a comprehensive suite of services, including EHS monitoring, regulatory consulting, and audit support, ensuring that clients maintain compliance across various jurisdictions. Enhesa's platform delivers actionable insights and analysis on regulatory developments, helping clients manage risk, streamline compliance processes, and enhance the effectiveness of their EHS programs. With expertise spanning over 200 jurisdictions, Enhesa provides crucial regulatory intelligence that empowers businesses to stay informed and compliant in a rapidly changing regulatory landscape.

BuildingLink

Private Equity Round in 2022
BuildingLink is a developer of operations and resident engagement software designed for luxury residential properties globally. The company provides solutions that streamline record keeping, administration, maintenance, and front desk operations. By enhancing communication and management efficiency, BuildingLink enables property management teams to handle daily tasks seamlessly. Additionally, the platform fosters a sense of community among residents and contributes to a distinctive brand identity for buildings. Through its comprehensive tools, BuildingLink aims to improve the overall resident experience and support effective property management.

Optima Partners

Private Equity Round in 2022
Optima Partners is a consulting and financial service provider company.

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. They believe that their responsibility is to help ensure the growth and success of the companies that use their software. The company was founded in 2018 and is headquartered in Lehi, Utah.

PayArc

Series A in 2022
PayArc is a technology-driven company focused on enhancing the payment processing landscape for businesses. By providing a range of solutions, including in-person transactions, online payment processing, billing, and invoicing, PayArc aims to empower organizations and improve their operational efficiency. The company's innovative platform is designed to streamline payment processes, employing best practices and transparent pricing models that enable businesses to operate more effectively and make informed decisions. Through its commitment to improving payment experiences, PayArc seeks to bridge the gap between online merchants and effective payment solutions.

Dentalxchange.com

Private Equity Round in 2022
DentalXChange is to help the business side of your practice run more efficiently. Their products and services improve productivity, lower costs and make your job easier. Dental is their sole focus so you can be sure that their services have been specifically designed to improve the interaction between Dentists, Patients, and Insurance Companies.

Beyond Menu

Series A in 2022
Beyond Menu is a food delivery application that facilitates seamless online ordering for takeout and delivery. The platform is designed to create an authentic community experience, allowing users to connect, share ideas, and seek advice about local dining options. Users can browse restaurant menus, read reviews, and explore available coupons, all within the app. Beyond Menu aims to enhance the food ordering process by eliminating the need for phone calls, enabling users to place orders for pickup or delivery effortlessly. The application's user-friendly features cater to those looking for convenient dining solutions while fostering a sense of community among food enthusiasts.

nThrive

Series A in 2021
nThrive is a comprehensive healthcare solutions provider that has evolved from the merger of three prominent companies: MedAssets, Precyse, and Equation. This consolidation has allowed nThrive to leverage a wealth of expertise and resources to better serve healthcare organizations. The company offers a wide array of services, including technology solutions, advisory support, analytics, and educational programs designed to enhance the operational efficiency and financial performance of its clients. By focusing on the entire patient-to-payment lifecycle, nThrive aims to empower healthcare organizations to succeed in their respective communities, ensuring they can deliver quality care while navigating the complexities of the healthcare landscape.

Transflo

Private Equity Round in 2021
Transflo is a technology company based in Tampa, Florida, that specializes in software applications and services for the transportation industry. It offers a comprehensive platform that includes mobile, telematics, data scanning, and document management solutions aimed at enhancing operational efficiency. Transflo's services facilitate real-time communications among fleets, brokers, and commercial vehicle drivers, allowing organizations to streamline their processes. The company digitizes nearly 500 million shipping documents annually, representing a significant portion of freight bills, which helps clients improve cash flow and reduce costs. Through its innovative technology, Transflo enables businesses in the transportation sector to automate their workflows and optimize their operations.

Conductor

Private Equity Round in 2021
Conductor, LLC is a leading provider of search engine optimization (SEO) and content marketing solutions based in New York. The company offers a comprehensive platform, Conductor Searchlight, which generates insights into customer intent, helping marketers create compelling content that enhances organic traffic and improves marketing ROI. Its services include SEO strategy, content strategy, competitive intelligence, and pay-per-click strategy, along with essential tools such as rank tracking, SEO reporting, and audience engagement analytics. Additionally, Conductor's platform features content technology solutions that facilitate content mapping, performance analysis, keyword research, and market share insights. This enables enterprises across various industries, including retail, healthcare, and finance, to optimize their content and increase online visibility. Formerly known as Linkexperts, Inc., Conductor rebranded in 2008 and has since become an independent entity, having spun out from WeWork in 2019.

MRI Software

Debt Financing in 2021
MRI Software LLC specializes in providing innovative real estate software applications and hosted solutions, catering to the diverse needs of real estate owners, investors, and operators. Founded in 1971 and based in Solon, Ohio, the company offers a wide range of products, including financial, commercial, residential, and investment suites, as well as solutions for facilities management and reporting and analytics. MRI's software platform supports property-level management and accounting, investment modeling, and analytics for both commercial and residential markets. Its offerings encompass various sectors, such as affordable housing, public housing, multifamily, retail, and construction. With nearly five decades of industry experience, MRI Software is recognized for its commitment to client relationships and its ability to adapt to the evolving demands of the real estate sector.

Dentalxchange.com

Series A in 2021
DentalXChange is to help the business side of your practice run more efficiently. Their products and services improve productivity, lower costs and make your job easier. Dental is their sole focus so you can be sure that their services have been specifically designed to improve the interaction between Dentists, Patients, and Insurance Companies.

sticky.io

Debt Financing in 2021
sticky.io, Inc. is a prominent subscription commerce platform based in San Francisco, California. Founded in 2008, the company specializes in providing integrated e-commerce software solutions designed to enhance customer engagement and retention. Its offerings include product management, revenue maximization, order management, and fraud prevention, among others. By leveraging over 400 partner integrations and supporting 71 million subscriptions, sticky.io processes more than $4 billion in transactions each year. The platform is built to deliver personalized experiences, enabling brands to connect effectively with their customers and reduce churn. Formerly known as Lime Light CRM, Inc., the company rebranded to sticky.io in March 2020.

Printful

Private Equity Round in 2021
Printful is a print-on-demand drop shipping and fulfillment company that enables individuals and businesses to transform their ideas into branded products. The company specializes in fulfilling and shipping custom clothing, accessories, and home decor items for online retailers. With a focus on automation, Printful offers services such as custom branding options and an easy order import facility, allowing retailers to seamlessly create and sell personalized products without the need for minimum order quantities. The company also provides affordable and reliable shipping options, as well as discounts on sample orders, making it easier for clients to launch and grow their online businesses.

Scorpion

Series A in 2021
Scorpion is a leading provider of marketing and technology solutions tailored for the legal, home services, franchise, and healthcare sectors. The company offers a comprehensive suite of services that includes web design, search engine optimization, social media management, paid search advertising, content creation, video production, and lead tracking and analytics. By partnering with businesses, Scorpion aims to enhance their marketing strategies through effective solutions and award-winning technology, enabling clients to generate more leads, attract customers, and increase revenue. The firm is dedicated to providing clear guidance and support for service-oriented businesses seeking to improve their online presence and overall performance.

Independence Dental Services

Debt Financing in 2021
Independence Dental Services provides a range of non-medical support services tailored for dental practitioners. The company specializes in bookkeeping, payroll support, case presentation coaching, pricing contracts, and dental plan assistance. Additionally, it offers a learning management system and consultative sales training, all aimed at enhancing the operational efficiency of dental practices. By focusing on building relationships and partnerships with dentists, Independence Dental Services enables practitioners to navigate financial management, human resources, and regulatory compliance, ultimately fostering a nationwide network that enhances patient care.

SEKO Logistics

Debt Financing in 2021
SEKO Logistics GmbH is a logistics and supply chain services provider based in Frankfurt, Germany. Operating as a subsidiary of Hermes Europe GmbH since September 2018, SEKO specializes in global transportation, logistics, freight forwarding, and distribution. The company offers technology-enabled supply chain management solutions tailored for the e-commerce sector, facilitating the shipping process from factories to consumers. With a network of 120 offices across 40 countries, SEKO Logistics connects various aspects of the supply chain, ensuring efficient transportation management, contract logistics, forwarding, and warehousing services to meet the demands of its clients.

Horizon Telcom

Debt Financing in 2021
Horizon Telcom, Inc. is a telecommunications service provider based in Chillicothe, Ohio, offering a range of services primarily in Southern Ohio and surrounding states. The company specializes in switched wireline voice communications, high-speed Internet access, and digital video services for commercial, residential, and small business clients. Utilizing an extensive fiber optic network, Horizon Telcom delivers advanced broadband solutions, including Ethernet services, voice-over IP, and leased dark fiber, to various sectors such as healthcare, education, government, and wireless service providers. Additionally, the company provides security monitoring services, ensuring comprehensive support for its customers. Founded in 1895, Horizon Telcom has established a reputation for exceptional customer care and innovative telecommunications solutions.

Dentive

Debt Financing in 2020
Dentive, LLC, founded in 2020 and headquartered in Provo, Utah, operates as a dental service organization that offers technology-enabled non-clinical support to dental practices. The company focuses on assisting dentists in scaling their operations while preserving the quality of care and enhancing their professional lives. By providing management consulting services, Dentive aims to optimize and streamline dental businesses, fostering growth and profitability. Their approach includes implementing effective leadership structures, bonus programs, and benefits, along with tools to measure performance, ultimately improving the efficiency and productivity of their clients' practices.

Corcentric

Private Equity Round in 2020
Corcentric is a global provider of business spend management and revenue management solutions tailored for mid-market and Fortune 1000 companies. The company specializes in cloud-based software, payments, and advisory services that transform how businesses purchase, pay, and receive payments. Corcentric's offerings include end-to-end technology solutions for payments, accounts payable, and accounts receivable, all delivered through a proprietary payments network. By focusing on reducing costs, optimizing working capital, and enhancing visibility, Corcentric empowers its customers to drive growth and minimize risk.

Kiteworks

Private Equity Round in 2020
Kiteworks is a cybersecurity company that specializes in secure communication and file-sharing solutions tailored for businesses and organizations. By focusing on the protection of sensitive information, Kiteworks offers a cloud-based platform that enables safe and compliant sharing of files, emails, and various forms of communication. The platform serves as a secure access point to content stored across existing enterprise systems, facilitating file transfers and automating connections between different systems critical to business operations. Through its innovative solutions, Kiteworks aims to prevent data breaches and compliance violations associated with third-party cyber risks.

Membersy

Debt Financing in 2020
Membersy LLC is a company that provides dental practices with membership programs aimed at enhancing patient engagement and affordability of care. Founded in 2015 and based in Austin, Texas, Membersy operates a subscription management platform designed for dental service organizations (DSOs) of all sizes. The platform equips dental professionals with the necessary technology, marketing, and administrative tools to convert one-time patients into loyal members. Membersy's solutions encompass consulting, software, e-commerce, marketing, fulfillment, billing, support, and compliance, enabling clients to streamline operations and improve the overall membership experience. By automating processes such as subscription invoicing and payments, Membersy facilitates a more accessible and effective dental care model for both providers and patients.

Congruity

Debt Financing in 2020
Congruity is a comprehensive data management and IT support services provider, enhancing technology investments through improved data quality and cost optimization. The company serves over 1,000 partners worldwide, offering end-user installation, local on-site support, consulting, and full data center hosting capabilities across more than 100 countries. With a network of 12,000 service professionals and a team of experienced engineers, Congruity delivers complete support throughout the entire lifecycle of IT infrastructure, from implementation to disaster recovery. The firm is dedicated to providing on-demand visibility and control while ensuring same-day, on-site support globally. Born from the merger of MSDI and Rockland IT Solutions, Congruity combines over 40 years of industry experience and has successfully managed more than two million IT systems at over 26,000 sites. The company fosters deep relationships with its strategic partners, providing scalable and expert services designed to meet the evolving needs of technology providers.

SurePrep

Private Equity Round in 2019
SurePrep, LLC specializes in tax automation software tailored for the accounting industry in the United States. The company's flagship product, 1040SCAN PRO, utilizes optical character recognition (OCR) technology to automatically extract and transfer data from various tax documents, including W-2s and 1099s, into tax software. Additional offerings include 1040SCAN ORGANIZE, which streamlines the organization of source documents; 1040SCAN TRADES, which generates Excel schedules for Schedule D information; and SPbinder, a workflow system designed to enhance efficiency in tax preparation. SurePrep also provides various outsourcing services for tax return preparation and operates a processing center in India through its subsidiary. With a client base that exceeds 19,000 tax professionals, including those from major firms and independent practitioners, SurePrep has established itself as a leader in tax automation solutions since its founding in 2002 in Irvine, California.

TrustArc

Series D in 2019
TrustArc is a company that specializes in privacy compliance and data protection, offering cloud-based software designed to facilitate compliance with regulations such as GDPR and CCPA. The company's solutions focus on building and enhancing privacy programs, ensuring continuous compliance, and managing information governance and data security. TrustArc provides a range of services, including customer consent management, privacy strategy development, and operational support. Their platform delivers scalable privacy operations, dynamic intelligence, and automated insights, while combining technology with expert consulting and certification solutions. This approach enables clients to effectively manage privacy risks and demonstrate compliance with various data protection regulations.

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 innovative software solutions, including FoodBAM and Tipzyy. These platforms facilitate the management of purchasing data, processing of rebates, auditing of price contracts, and optimization of client services. Buyers Edge Platform serves a diverse clientele, including food manufacturers, consultants, group purchasing organizations, and operators. The company focuses on enhancing efficiency and value within the foodservice supply chain through its tech-enabled network and data-driven approach, providing clients with access to critical information, marketing programs, and compliance resources.

Critical Start

Private Equity Round in 2019
Critical Start is a network security consulting company dedicated to enhancing the security capabilities of its clients. It is recognized as one of the fastest-growing cybersecurity integrators in North America, with a mission to safeguard brands and mitigate business risks. The company offers a comprehensive suite of services, including managed security services, incident response, professional services, and product fulfillment. Utilizing its proprietary framework, the Defendable Network, Critical Start assesses the security readiness of organizations of all sizes. Its offerings enable clients to identify vulnerabilities, fortify their infrastructure, and respond effectively to threats, thereby reducing the potential impact of security breaches and shortening incident response times.

Procure Analytics

Private Equity Round in 2019
Procure Analytics, LLC is a sourcing consultancy based in Atlanta, Georgia, that specializes in the procurement of maintenance, repair, and operating (MRO) supplies. Founded in 2009 and formerly known as Procurement Advisors LLC, the company provides a comprehensive range of services, including inventory management programs for OEM materials, packaging supplies, vehicle fleet supplies, and cutting tools. Procure Analytics utilizes data-driven strategies to enhance procurement efficiency, offering clients dynamic price management and specialized pricing through consortium buying. The company serves a diverse clientele across the United States and internationally, delivering significant cost savings and customized reporting solutions without charge to its members.

DiscoverOrg

Debt Financing in 2019
DiscoverOrg, LLC is a provider of sales and marketing intelligence tools designed for professionals in sales, marketing, legal, and staffing industries. Founded in 2007 and based in Vancouver, Washington, the company offers a comprehensive sales intelligence platform that helps users identify prospective clients, understand the context for effective communication, and establish timely contact. Its key offerings include detailed organizational charts, verified contact information, and insights into new projects and technology usage within target companies. Additionally, DiscoverOrg provides AccountView, which identifies firmographic and technographic attributes to create lookalike target audiences. The platform integrates seamlessly with existing customer relationship management systems and marketing automation tools, enhancing the ability to connect with potential buyers and accelerate revenue growth.

Fluent Home

Debt Financing in 2019
Fluent Home Ltd. is a prominent provider of home security and automation services in North America, focusing on enhancing the safety and quality of life for its customers. The company offers a comprehensive range of products, including touch screen control panels, personal emergency response devices, automated door locks, and a variety of monitoring systems for burglary, fire, carbon monoxide, and flooding. In addition to security solutions, Fluent Home provides energy management and mobile applications that allow users to control lighting, appliances, and thermostats remotely. Established in 2010 and originally known as Titan Alarm LLC, Fluent Home changed its name in 2014 and is headquartered in Edmonton, Canada, with offices in Louisiana and Utah. The company is committed to customer satisfaction and community involvement, dedicating resources to charitable initiatives alongside its mission to provide effective home protection.

Align General Insurance Agency

Private Equity Round in 2018
Align General Insurance Agency, LLC is a San Diego-based general agency and specialist program underwriting manager established in 2003. Specializing in personal auto, property catastrophe, specialty casualty, commercial auto, and worker's compensation insurance, the company has experienced significant growth, expanding its operations and establishing relationships with top carrier partners. With a focus on developing sustainable and profitable specialty insurance programs, Align hires experienced insurance professionals to ensure successful underwriting results. The company has heavily invested in infrastructure and technology to provide exceptional service and efficiency in all market conditions, maintaining a track record of strong growth and a commitment to continued expansion in the future.

GPS Insight

Private Equity Round in 2018
GPS Insight is a prominent provider of GPS fleet tracking software tailored for fleet-based companies. The company specializes in developing and distributing GPS tracking and electronic logging device (ELD) technologies, which offer critical insights into fleet operations. GPS Insight's solutions are designed to enhance visibility and efficiency while promoting safety and sustainability. They provide a flexible platform that includes a variety of customized reports, alerts, and innovative features, allowing clients to tailor the system to their specific needs. This adaptability helps companies optimize their fleet management, ultimately leading to improved operational performance and a greater return on investment.

CallTower

Debt Financing in 2018
CallTower, established in 2002, specializes in hosted unified communication services that facilitate seamless connectivity for businesses. By leveraging advanced technologies from leading providers like Cisco and Microsoft, the company offers a comprehensive suite of services, including mobile applications, email hosting, instant messaging, and audio and video conferencing. CallTower integrates these features into a single, reliable platform, enabling businesses to access advanced communication capabilities without the complexities and expenses associated with independent implementations. Their On Demand Unified Communications Solution caters particularly to smaller, growing businesses with multiple locations, providing them with enterprise-level functionality and service.

Options Technology

Private Equity Round in 2017
Options Technology Ltd. is a provider of managed services and IT infrastructure solutions specifically designed for the financial services sector worldwide. The company offers a comprehensive managed technology solution called Core, which integrates various aspects of financial technology, including cloud-based desktop and communication tools, physical office design and maintenance, and technology management services. Additionally, Options Technology features the Velocity platform, which provides managed colocation and proximity services to key liquidity centers across multiple asset classes. The Momentum application management solution supports hosting and delivery of proprietary customer applications through a private cloud. The company caters to a diverse clientele, including investment banks, hedge funds, proprietary trading firms, and exchanges, providing tailored solutions for buy side and sell side services. Founded in 1993 and headquartered in London, Options Technology also maintains offices in major financial centers, including New York, Chicago, and Hong Kong, among others.

Lux Research

Acquisition in 2017
Lux Research is a research and advisory firm that specializes in providing technology-enabled services to support clients across various industries, including chemicals, consumer products, industrials, utilities, and oil and gas. The company offers subscription-based market intelligence and advanced analytics, utilizing a proprietary intelligence platform that integrates technical expertise with business insights. By employing advanced analytics and data science, Lux Research delivers actionable insights and trends in technological innovation, helping clients make informed decisions and drive growth. Their focus on primary research and fact-based analysis enables clients to navigate market complexities, mitigate risks, and challenge conventional thinking, ultimately ensuring future success through informed strategic choices.

Lux Research

Private Equity Round in 2017
Lux Research is a research and advisory firm that specializes in providing technology-enabled services to support clients across various industries, including chemicals, consumer products, industrials, utilities, and oil and gas. The company offers subscription-based market intelligence and advanced analytics, utilizing a proprietary intelligence platform that integrates technical expertise with business insights. By employing advanced analytics and data science, Lux Research delivers actionable insights and trends in technological innovation, helping clients make informed decisions and drive growth. Their focus on primary research and fact-based analysis enables clients to navigate market complexities, mitigate risks, and challenge conventional thinking, ultimately ensuring future success through informed strategic choices.

Connectria

Private Equity Round in 2017
Connectria provides award-winning cloud hosting, cloud managed services, cloud security, and cloud management software.

Information Builders

Funding Round in 2017
Information Builders, Inc. specializes in software solutions for business intelligence, analytics, enterprise integration, and performance management. Founded in 1975 and based in New York, the company provides a range of functional solutions, including customer relationship management, financial reporting, supply chain management, and healthcare data management through its Omni-HealthData platform. Its offerings also include data mastering, cleansing, and integration applications, as well as the iWay Big Data Integrator for managing Hadoop-based data lakes. Information Builders serves a diverse clientele across various industries, including banking, healthcare, education, and telecommunications. In addition to software products, the company offers professional services, technical support, and educational resources to enhance its clients' data-driven decision-making capabilities.

Single Digits

Venture Round in 2017
Single Digits, Inc. is a managed wireless network service provider specializing in high-speed Internet access (HSIA) solutions tailored for property owners across various industries, including hospitality, healthcare, education, and transportation. Founded in 2003 and headquartered in Bedford, New Hampshire, with additional offices in Manchester and Las Vegas, the company offers a comprehensive suite of services encompassing IP network design, engineering, guest management software, and technical support. Their offerings include real-time network monitoring, bandwidth management, authentication tracking, and multilingual support, as well as specialized tools for guest billing and captive portal services. Single Digits aims to enhance guest connectivity experiences by delivering secure and customizable Internet solutions, enabling property owners to efficiently manage their networks and meet the diverse needs of their guests and residents.

Bite Squad

Venture Round in 2017
Bite Squad is an online food delivery platform that connects customers with local restaurants, offering a convenient way to order takeout or delivery. Founded in 2012 by Kian Salehi and Arash Allaei in Minneapolis, the service was developed to address the demand for a fast and affordable food delivery option. Bite Squad partners with over 10,000 restaurants across more than 400 cities in the United States, employing over 5,000 drivers to ensure timely delivery of fresh food directly to customers' doors. The platform not only simplifies the ordering process but also provides users with access to various local restaurant menus, enhancing the overall dining experience.

Advanced Solutions International

Venture Round in 2016
Advanced Solutions International (ASI) is a global software company that specializes in providing cloud-based engagement management solutions for associations and nonprofits. Established in 1991, ASI aims to enhance the operational and financial performance of its clients by offering a range of services, including member engagement and retention, fundraising, financial transaction management, and operational streamlining. The company serves nearly 4,000 clients and millions of users worldwide through a network of over 100 partners and maintains offices in the USA, UK, Canada, and Australia. In addition to its software solutions, ASI offers training, optimization, and ongoing support to ensure that organizations achieve their goals effectively.

Steele Compliance Solutions

Private Equity Round in 2016
Steele Compliance Solutions is a global business advisory and compliance intelligence firm specializing in third-party due diligence solutions. With over 26 years of experience, the company assists organizations in meeting regulatory requirements and adhering to best practices. Steele Compliance Solutions provides a range of services, including Regulatory Due Diligence, Third-Party Program Advisory, Program Management, and Compliance Analytics and Benchmarking. Engaging in over 190 countries, the firm combines local and regional expertise with on-the-ground resources to deliver pragmatic solutions tailored for Fortune 1000 companies and mid-sized businesses. Additionally, the company develops compliance management and due diligence investigation software focused on anti-bribery and anti-corruption compliance, reinforcing its commitment to helping clients navigate complex compliance landscapes.

Discovery Data

Acquisition in 2016
Discovery Data specializes in providing comprehensive information services tailored for the financial services and insurance sectors. The company maintains a unique database that offers a consolidated view of the industry, encompassing 34,000 firms and over 2 million professionals. Its proprietary data, insights, and analytics are used by leading asset managers, broker-dealers, clearing firms, insurance companies, and service providers to better understand target markets and identify new business opportunities. Discovery Data's services are recognized as a premier solution in the industry, enabling clients to effectively reach and engage with firms and professionals across the United States.

Truckstop

Private Equity Round in 2016
Truckstop.com is a provider of freight matching and transportation technology solutions designed for carriers, owner-operators, brokers, shippers, and third-party logistics providers. The company offers a comprehensive suite of services that includes load planning, transportation management, telematics, route optimization, and real-time rate assessments. Additionally, Truckstop.com features powerful negotiation tools and serves as a credit reporting entity, helping industry professionals identify reliable freight partners. By equipping customers with practical logistics technologies, Truckstop.com aims to enhance efficiency and support success in the transportation sector.

Trapp Technology

Debt Financing in 2016
Trapp Technology, Inc. is a technology company based in Phoenix, Arizona, specializing in providing comprehensive IT solutions for small to medium-sized businesses and organizations. Established in 2007, the company offers a wide array of services, including enterprise-level cloud solutions, hosted Voice over IP, IT managed services, and IT consulting. Trapp Technology focuses on helping clients optimize their IT infrastructure and reduce costs through services such as disaster recovery, data center performance monitoring, network system audits, and remote network monitoring. Its cloud offerings encompass software hosting, private cloud, and hosted virtual desktop solutions. The company serves various sectors, including education, financial services, retail, legal, real estate, and manufacturing, enabling clients to enhance operational efficiency while leveraging technology for growth.

Open Lending

Venture Round in 2016
Open Lending Corporation is a provider of lending enablement and risk analytics solutions tailored for financial institutions in the United States. Established in 2000 and headquartered in Austin, Texas, the company specializes in loan analytics, risk-based pricing, risk modeling, and automated decision technology specifically for automotive lenders. Its flagship product, the Lenders Protection Program, allows lenders to issue loans with a significant level of insurance against potential losses from defaults, thereby helping to ensure the profitability of auto loan portfolios. Open Lending's offerings aim to enhance the efficiency and effectiveness of lending processes within the automotive finance sector.

Purchasing Power

Debt Financing in 2016
Purchasing Power is a financial wellness and purchasing platform that enables employees of participating organizations to acquire brand-name products and vacation packages through payroll deductions. By providing a voluntary benefit program, the company promotes financial responsibility and wellness among its users, which include a diverse clientele such as federal employees and retirees. Purchasing Power offers credit alternatives that allow employees to make online purchases and pay for them over time, thereby easing financial burdens while enhancing employee satisfaction and engagement.

LabVantage Solutions

Debt Financing in 2016
LabVantage Solutions, Inc. is a provider of laboratory informatics solutions based in Somerset, New Jersey. The company specializes in a web-based laboratory information management system (LIMS) that facilitates sample lifecycle management, laboratory execution optimization, data retrieval, and instrument interfacing, while ensuring security and compliance. LabVantage's offerings encompass a range of solutions including biobanking, quality control, pharmaceutical LIMS, molecular diagnostics, and research and development, alongside services such as implementation, training, and validation. The company's products are utilized across various industries, including academic research, chemical manufacturing, food and beverage, healthcare, material testing, and biotechnology. LabVantage has a global presence with offices throughout the Americas, Europe, Asia, the Middle East, and Africa, and is recognized for its ability to adapt its systems to meet evolving business needs. The company was originally established in 1981 and has undergone several name changes, most notably rebranding from Laboratory Microsystems Inc. to LabVantage Solutions in 1997.

Enprecis Group

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 is a prominent company that operates a network of over 600 online shops across several European countries, including Germany, the UK, France, the Netherlands, Austria, Switzerland, and Spain. The company specializes in providing shopping vouchers and marketing services tailored for e-commerce platforms, specifically enhancing the checkout experience for online buyers. By offering deals and vouchers, Sovendus helps its partner shops acquire new customers, generate additional sales, and collect valuable customer data, such as newsletter sign-ups. This strategic approach enables its partners to boost revenue and enhance profitability in a competitive digital marketplace.

Keg Logistics

Private Equity Round in 2015
Keg Logistics, LLC is a keg rental company based in Indianapolis, Indiana, with additional facilities in Denver, Colorado, and Seattle, Washington. Established in 2010, the company specializes in renting kegs to craft brewers across the United States, providing essential logistics services that include the shipping of full products, returning empty kegs, and delivering necessary brewing supplies such as packaging materials, hops, and brewing equipment. By offering high-quality kegs, Keg Logistics supports breweries in optimizing their operations and enhancing their growth potential within the competitive craft brewing industry.

MOBI Wireless Management

Venture Round in 2015
MOBI Wireless Management LLC specializes in providing software and services that enable organizations to effectively manage their mobile environments. Founded in 2009 and based in Indianapolis, Indiana, 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 facilitates the deployment, support, and decommissioning of devices while enhancing control, visibility, and efficiency for businesses. MOBI’s services encompass help desk support, device logistics, enterprise mobility management, expense management, and consulting, all aimed at helping clients optimize their mobility strategies and reduce associated costs. The company markets its solutions through both direct sales and channel partnerships, and it operates as a subsidiary of Tangoe, Inc.

Irth Solutions

Private Equity Round in 2015
Irth Solutions provides cloud-based field service management software tailored for the utility and energy industries. Its solutions include UtiliSphere, which collects and manages data in the field, automates workflows around assets, and enhances decision-making to improve asset performance. Additionally, SAGE 811 empowers One Call Centers with efficient ticket management communications. The company serves various sectors such as oil and gas, telecommunications, utilities, public sector, alternative energy, and more. Founded in 1985 and based in Columbus, Ohio, Irth Solutions has a long history of helping damage prevention professionals protect underground assets and GIS professionals maintain accurate maps.

Interface Systems

Debt Financing in 2015
Interface Systems is a prominent managed service provider specializing in business security, managed networks, unified communications as a service (UCaaS), and business intelligence solutions for distributed enterprises. The company enhances security and optimizes operations while streamlining connectivity for sectors such as retail, hospitality, and finance. Its comprehensive service offerings include SD-WAN implementation, cloud-based enterprise communications, remote video monitoring, managed access control, and intrusion alarm systems. By consolidating services under a single monthly invoice, Interface Systems simplifies vendor management and reduces hidden costs for its clients. The company prides itself on a culture of transparency and a commitment to customer success, positioning itself as a trusted partner for leading brands seeking to address complex security and operational challenges.

OnSolve

Debt Financing in 2015
OnSolve, LLC is a provider of Software-as-a-Service critical event management and emergency notification solutions, founded in 1996 and based in Ormond Beach, Florida. The company, formerly known as Emergency Communications Network, LLC, offers a range of services including CodeRED, which enables clients to send alerts through various channels such as phone calls, text messages, emails, and social media. OnSolve's solutions are tailored for diverse sectors including government, healthcare, utilities, education, and finance, focusing on community and employee notifications, severe weather alerts, and regulatory compliance. By leveraging artificial intelligence and machine learning, OnSolve enhances the efficiency of critical communications, ensuring that the right information reaches the right people promptly, thereby improving the ability to manage crises and protect infrastructure.

RDX

Private Equity Round in 2015
RDX, known as Remote DBA Experts, specializes in remote database, operating system, and Oracle EBS administration and monitoring services. Established in 1994, RDX is a pioneer in remote data infrastructure support, currently serving over 250 clients across the Western Hemisphere and Asia from its Global Operations Center in Pittsburgh. The company offers both full and supplemental support, enabling clients to benefit from its team's extensive expertise while optimizing costs and enhancing application availability. RDX emphasizes security and employs robust monitoring systems, providing continuous, onshore support around the clock. The organization has successfully completed its second SSAE 16 Type II audit with no exceptions and is nearing completion of a PCI compliance audit. By continually assessing and integrating advanced support technologies, RDX aims to ensure that its clients' data environments are secure and well-managed.

YapStone

Debt Financing in 2015
YapStone is a payment processing platform specializing in the vacation rental industry. It offers an integrated solution for accepting electronic payments, catering specifically to the needs of marketplace and software customers. The company’s platform supports a variety of online and mobile payment options, enhancing transaction monetization and improving overall conversion rates. YapStone also aims to streamline capital and operational expenses for sharing economy marketplaces by providing flexible global payouts to merchants, as well as functionalities for instant and deferred funding and split payments. This comprehensive approach allows clients to efficiently manage their payment processes while accommodating diverse consumer preferences.

Key Health Medical Solutions

Debt Financing in 2014
Key Health Medical Solutions, Inc. specializes in medical lien funding services for healthcare facilities, medical providers, and attorneys across the United States. Founded in 1996 and based in Westlake Village, California, the company operates its Lien Solutions Program, which provides funding for medical care on a lien or letter of protection basis to patients injured in motor vehicle or other personal injury accidents. Key Health purchases medical receivables for a range of services, including diagnostic imaging, pain management, surgical procedures, and physical therapy. The company funds thousands of medical accounts each month, allowing independent medical providers to offer services to injured victims while maintaining the accounts until case resolution. Key Health communicates directly with the patients' attorneys regarding the payment of medical charges upon settlement, ensuring that only direct medical charges are covered without additional interest. As of 2017, Key Health operates as a subsidiary of Oasis Legal Finance, LLC.

Accela

Series D in 2013
Accela is a provider of cloud-based software solutions tailored for government organizations, enabling them to enhance community development and streamline operations. Founded in 1981 and headquartered in San Ramon, California, the company specializes in regulatory management software that assists state, county, and municipal governments in various critical functions such as permitting, planning, licensing, and public health. Accela’s platform automates workflows, tracks data, and manages information related to asset management and emergency response, ultimately promoting efficiency, transparency, and improved citizen engagement. By offering comprehensive tools for managing government services, Accela supports the growth of businesses and the protection of citizens, contributing to the overall vitality of communities worldwide.

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 is a technology company specializing in payment enablement solutions for various financial service providers, including Independent Sales Organizations (ISOs), Value-Added Resellers (VARs), Independent Software Vendors (ISVs), and payment facilitators. The company offers a robust, security-focused, and feature-rich payment gateway platform that allows partners to provide their own branded payment processing services without the need to develop or manage complex technology in-house. NMI's platform supports multiple payment methods, including credit card swipes and check processing, and enables merchants to accept payments in various international currencies. This comprehensive approach allows partners to enhance their service offerings while maintaining a seamless experience for their end customers.

ZeOmega

Funding Round in 2013
ZeOmega, established in 2001, specializes in population health management by offering a robust platform tailored for payers, providers, and organizations focused on value-based care. The platform integrates workflow, analytics, and communication tools, addressing the complexities of population health challenges. With a commitment to enhancing collaboration among stakeholders, ZeOmega's solutions support the implementation of diverse healthcare management strategies that aim to improve quality of care, boost provider performance, enhance patient satisfaction, and achieve cost savings. The company serves a wide range of clients, including health plans, medical management organizations, and disease management entities, providing the necessary resources for effective care delivery and compliance while optimizing revenue.

Adreima

Debt Financing in 2013
Adreima specializes in providing eligibility and revenue cycle management services for hospitals across the United States. The company offers a range of services, including advocacy for reimbursement, post-payment review, denials management, and clinical auditing. By leveraging its deep understanding of state-specific regulations and in-house expertise, Adreima helps healthcare providers secure appropriate coverage and payment from insured, uninsured, and under-insured patients. Additionally, the company focuses on educating and supporting patients to ensure they understand their financial obligations. Through its commitment to customer service and improving financial performance, Adreima builds long-term partnerships with healthcare institutions, enhancing their overall operational efficiency.

Ideal Stelrad Group

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

Recondo

Funding Round in 2013
Recondo specializes in providing a cloud-based revenue cycle management platform designed to enhance efficiency and reduce costs in healthcare payment processing. By connecting providers, payers, and patients, Recondo's solutions aim to streamline the complexities of the healthcare revenue cycle, which incurs significant expenses in the United States. The platform minimizes unnecessary and error-prone interactions with accounts, allowing organizations to achieve better financial outcomes. It offers tools that help effectively financially clear patients and address potential denials, enabling healthcare staff to manage 95% of denial risks before services are rendered and to resolve denials more swiftly. Overall, Recondo's services contribute to more proper payments throughout the continuum of healthcare, addressing a critical area that costs the industry billions annually.

MicroEdge

Private Equity Round in 2013
Established in 1985, MicroEdge, LLC is a leading provider of software and services tailored for the charitable giving community globally. The company specializes in grants management software solutions that create an integrated and open framework, facilitating efficient and effective charitable contributions. MicroEdge offers a comprehensive technology toolset designed for foundations, corporations, government agencies, donors, advisors, and financial institutions. This suite of tools enables organizations to collaborate in raising, investing, managing, and awarding charitable resources. Headquartered in New York City, MicroEdge operates regional offices throughout the United States and serves thousands of clients worldwide.

Vital Insights

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.

Opex Technologies

Opex Technologies is a company which provides Cloud Computing, Technology Audits, Network Services, Hosted Exchange & DaaS / VDI services.
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