IDnow is a Munich-based company that specializes in identity verification technologies through its Identity-as-a-Service platform. Founded in 2014, IDnow employs advanced machine-learning techniques to offer real-time identity verification and electronic signing solutions, ensuring legal security and high data protection standards across Europe. Its services are tailored for business clients, including banks, telecommunications companies, and fintech firms, facilitating online customer identification and contract conclusion without the need for additional hardware. The platform allows users to verify their identities conveniently using smartphones, tablets, or webcams. IDnow's client roster features prominent organizations such as Commerzbank, UBS, Sixt neuwagen, Telefónica, and N26, highlighting its role as a key player in the identity verification sector.
MJM Holdings
Acquisition in 2024
MJM Holdings is an independent insurance brokerage firm operating in the Polish market. The company focuses on creating a client-first and expertise-driven platform, aiming to facilitate consolidation in the insurance sector. It operates through three main divisions: property and casualty insurance, commercial motor insurance, and reinsurance. This structure allows MJM Holdings to provide a comprehensive range of solutions, along with specialized advice and services tailored to its target client sectors.
HungerRush
Acquisition in 2022
HungerRush is a company focused on enhancing the hospitality industry through its advanced restaurant management system (RMS). It develops custom point of sale (POS) software that aims to streamline operations for restaurants and entertainment venues. The platform offers a range of features including customizable management solutions, online ordering, loyalty programs, reporting capabilities, and merchant payment processing. Additionally, HungerRush provides tailored installation, training, and technical support, enabling clients to effectively manage their businesses, engage with customers, and gain insights into their operations for growth.
Aurora Payments
Acquisition in 2022
Aurora Payments is a financial service provider that operates a payment processing technology platform tailored for various industries, including hospitality, healthcare, retail, transportation, restaurants, and funeral care. The company offers a suite of technology tools and platforms, along with hardware solutions, on-site underwriting, and technical support for payment professionals. Additionally, Aurora Payments provides merchant payment processing and digital marketing services, assisting clients in streamlining their financial processes and enhancing overall operational efficiency.
Xceptor
Private Equity Round in 2021
Xceptor specializes in no-code data automation software tailored for the financial services sector. The platform simplifies data ingestion, transformation, and process digitization, enabling clients to automate complex processes efficiently. By providing a single, comprehensive solution, Xceptor allows businesses to leverage the right technology to achieve optimal outcomes. The company has established strong relationships with leading industry players and partners, including consultancy and technology firms, to validate its automation capabilities. Xceptor's software empowers business users within financial institutions to create automated processes that enhance productivity, reduce time-to-market, and optimize operations, thereby improving customer outcomes. With a focus on collaboration and continuous learning, Xceptor's team is dedicated to delivering impactful solutions that align with clients' ambitions.
Oakbridge Insurance Agency
Seed Round in 2021
Oakbridge Insurance Agency LLC is a consolidated entity formed by the merger of four insurance agencies: Founders Insurance, Hutchinson Traylor, McGinty Gordon & Associates, and Waites & Foshee. The agency operates as a comprehensive insurance and risk management provider, catering to various industries including construction, agriculture, finance, and manufacturing. Oakbridge offers a wide range of services, encompassing commercial lines, personal lines, employee benefits, risk management, and surety services. By delivering tailored solutions, the agency addresses the distinct insurance needs of its clients, ensuring they receive appropriate coverage and support.
IdentityIQ
Acquisition in 2020
IdentityIQ's software allows customers to protect their data with identity theft protection & credit monitoring that includes 3-bureau credit reporting, dark web scans, fraud alerts, & more.
Multi Service Technology Solutions
Acquisition in 2020
Multi Service Technology Solutions is a global B2B payment and credit solutions provider that specializes in commercial transaction management, facilitating transactions for customers.
TreviPay
Acquisition in 2020
TreviPay is a pioneer in the payments industry, focused on enhancing buyer-seller trade in the B2B sector. The company processes $6 billion in transaction volume across 32 countries, serving 90,000 active buyers and facilitating payments in 19 currencies. TreviPay's platform offers a comprehensive payment management solution that streamlines transactions, including underwriting, invoicing, billing, and pricing. This enables businesses in transportation, manufacturing, retail, and e-commerce to provide trade credit and manage accounts receivable more efficiently. By offering net terms through a white-label solution and managed services, TreviPay supports clients in accelerating commerce, increasing sales, and reducing costs. The company is trusted by major brands with 80,000 selling locations, ensuring guaranteed payment across all sales and distribution channels while fostering future business-to-business commerce through its fully managed payment and invoicing network.
IDnow is a Munich-based company that specializes in identity verification technologies through its Identity-as-a-Service platform. Founded in 2014, IDnow employs advanced machine-learning techniques to offer real-time identity verification and electronic signing solutions, ensuring legal security and high data protection standards across Europe. Its services are tailored for business clients, including banks, telecommunications companies, and fintech firms, facilitating online customer identification and contract conclusion without the need for additional hardware. The platform allows users to verify their identities conveniently using smartphones, tablets, or webcams. IDnow's client roster features prominent organizations such as Commerzbank, UBS, Sixt neuwagen, Telefónica, and N26, highlighting its role as a key player in the identity verification sector.
Axo Finans
Acquisition in 2019
Axo Finans is a financial agent that specializes in providing digital brokering services for personal lending, including consumer loans, refinancing, and other loan options. The company collaborates with leading banks to present consumer applications to multiple financial institutions, streamlining the loan application process for clients. By leveraging competitive offers from these banks, Axo Finans simplifies the search for optimal credit options, helping consumers secure the best possible terms without the need to individually approach each lender. This approach not only enhances accessibility to financial products but also aims to ensure that consumers can make informed borrowing decisions with reduced risk.
ZEDRA
Private Equity Round in 2018
ZEDRA is an independent global specialist in trust, fiduciary, corporate and fund services.
ZEDRA is an independent global specialist in trust, fiduciary, corporate and fund services.
PJT Partners Inc. is an investment banking firm headquartered in New York City, specializing in a wide array of financial advisory services. The firm provides strategic and shareholder advisory, restructuring, and private fund advisory services to corporations, financial sponsors, institutional investors, and governments globally. Its expertise encompasses mergers and acquisitions, joint ventures, divestitures, and corporate finance advisory, as well as advising on distressed sales and complex financial situations. Additionally, PJT Partners offers private fund advisory and fundraising services tailored to diverse investment strategies, including private equity and hedge funds. Established in 2014 and formerly known as Blackstone Advisory Inc., the company rebranded to PJT Partners in March 2015, reflecting its commitment to delivering high-quality outcomes through experienced practitioners and innovative approaches.
Spring Venture Group
Private Equity Round in 2018
Spring Venture Group, LLC, established in 2007 and headquartered in Prairie Village, Kansas, specializes in providing sales and marketing services in the insurance sector, particularly focusing on the senior healthcare market. The company is recognized for its innovative approach to insurance comparison shopping, helping clients navigate various insurance options to secure the best rates. Through a combination of digital direct-to-consumer strategies and a knowledgeable team of agents, Spring Venture Group offers products such as Medicare supplements and Medicare Advantage plans. Utilizing proprietary comparison shopping technology, the company also tracks consumer behavior to enhance its service offerings, ensuring that each client's individual needs are met effectively.
Jackson Hewitt
Acquisition in 2018
Jackson Hewitt Tax Service is a prominent provider of individual federal and state income tax preparation and consulting services in the United States. The company offers a range of services, including tax return preparation, electronic filing, tax issue resolution, and refund advances. These services are delivered through a nationwide network of both franchised and company-owned tax offices, allowing clients to file their tax returns with flexible hours and various options tailored to meet the needs of individual taxpayers. Jackson Hewitt aims to make the tax preparation process accessible and efficient for all clients.
RGI Group
Acquisition in 2018
RGI Group is a technology company that specializes in providing software products and services tailored for the insurance industry. Established in 1987 in Ivrea, a region known for its industrial heritage and innovation, RGI Group focuses on developing and implementing modular Policy Administration System solutions that cater to various distribution channels. The company’s comprehensive technology platforms support the entire insurance value chain, including policy administration, claims management, analytics, market management, reporting, and sales. By facilitating digital transformation for insurers, RGI Group delivers significant value, enabling them to enhance their operational efficiency and adapt to evolving market demands.
RGI Group
Private Equity Round in 2017
RGI Group is a technology company that specializes in providing software products and services tailored for the insurance industry. Established in 1987 in Ivrea, a region known for its industrial heritage and innovation, RGI Group focuses on developing and implementing modular Policy Administration System solutions that cater to various distribution channels. The company’s comprehensive technology platforms support the entire insurance value chain, including policy administration, claims management, analytics, market management, reporting, and sales. By facilitating digital transformation for insurers, RGI Group delivers significant value, enabling them to enhance their operational efficiency and adapt to evolving market demands.
Camberview Partners
Private Equity Round in 2016
CamberView Partners, LLC, acquired by PJT Partners in 2018, specializes in providing investor-led advisory services to public companies, focusing on shareholder engagement and corporate governance. The firm assists management and boards in navigating complex issues related to investor relations, executive compensation, and sustainability practices. CamberView develops tailored engagement strategies and prepares clients for potential contested situations, including activism defenses and shareholder opposition to mergers and acquisitions. By offering insights into investors' perspectives and crafting effective proxy materials, the company aims to build shareholder support and enhance long-term value creation. Founded in 2012 and headquartered in San Francisco, CamberView also has offices in New York and London, serving a diverse range of public companies from established blue-chips to emerging IPOs.
REPAY
Private Equity Round in 2016
REPAY is one of the fastest growing companies in the United States for the sixth consecutive year and currently ranked #1337 on the 2016 Inc. magazine’s 5000 List . REPAY is a rapidly growing payment processing services provider in the consumer finance industry offering a comprehensive line of solutions that include credit and debit cards, gift cards, ACH, bank account verification, electronic bill payment and instant funding. REPAY is headquartered in Atlanta and has locations in Chattanooga, Chicago, Fort Worth, and its technical team in Phoenix. REPAY’s management team has proven to be successful on several levels since inception by focusing on sales, risk mitigation, merchant support and utilization of its proprietary software platform.
Personal Capital
Series D in 2014
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.
Williams and Glyn
Private Equity Round in 2013
The Williams & Glyn (“W&G”) business is comprised of branch-based retail and SME banking operations throughout the United Kingdom.
Personal Capital
Series C in 2013
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.
NoteMachine
Acquisition in 2012
NoteMachine, founded in 2006 by Peter McNamara, operates a network of automatic teller machines (ATMs) across the UK, primarily focusing on efficient management of its extensive estate. The company enhances ATM operations through in-house Cash-in-Transit and engineering resources, ensuring superior logistics. Notably, NoteMachine develops its own software, which plays a critical role in its integrated approach to ATM management, positioning the company as a leader in the industry. By installing cash machines in various locations, including supermarkets, convenience stores, and leisure venues, NoteMachine facilitates easy access to cash for customers, thereby supporting retailers in meeting their clients' needs for cash withdrawals and foreign currency exchanges.
Kyobo Life Insurance
Private Equity Round in 2007
Kyobo Life Insurance Co., Ltd. is a leading life insurance provider based in South Korea, established in 1958 and headquartered in Seoul. The company offers a comprehensive range of insurance products, including death, general illness, long-term care, health, pension, and accident insurance, catering primarily to middle- and upper-income consumers. With a robust infrastructure comprising seven divisions, 69 supporting units, and 518 branches, Kyobo Life aims to provide effective financial protection and savings solutions for both individual and corporate clients. The company, originally known as Daehan Kyoyuk Insurance Co., Ltd., rebranded to its current name in April 1995, reflecting its commitment to meeting the evolving needs of its customers.
SPARTA Insurance Company
Private Equity Round in 2007
SPARTA Insurance operates as an underwriting company specializing in the commercial property and casualty insurance market in the United States. The company utilizes an advanced, web-based Policy Administration System, developed on the .NET platform, which is implemented across all 50 states and the District of Columbia. This system is designed to enhance operational efficiency, speed, and user-friendliness, while also allowing for seamless integration with both internal and external applications that utilize modern technology. Through its innovative infrastructure, SPARTA Insurance aims to provide effective insurance solutions tailored to the needs of its clients.
Banco Hipotecario
Private Equity Round in 1999
Banco Hipotecario S.A. is a commercial banking institution based in Buenos Aires, Argentina, established in 1886. The bank offers a wide range of wholesale and retail banking services, including current and savings accounts, fixed-term deposits, and various loan products such as mortgage, personal, corporate, and SME loans. It also provides services for home construction and enhancement, as well as credit cards and a variety of insurance products, including life and casualty insurance. Banco Hipotecario further engages in financial advisory, cash management, export and project financing, and leasing. The institution operates through 74 branches and serves both individual and corporate clients, emphasizing comprehensive banking solutions to meet diverse financial needs.