Epicor Software

Epicor Software is a provider of business software solutions tailored for various industries, including manufacturing, distribution, retail, hospitality, and services. The company specializes in integrated enterprise resource planning (ERP), customer relationship management (CRM), supply chain management (SCM), and human capital management (HCM). By leveraging its service-oriented architecture platform, Epicor enables organizations to manage their internal processes more effectively, allowing them to focus on key operational aspects. The comprehensive software offerings aim to enhance efficiency, improve performance, and foster business growth, ultimately helping clients achieve a competitive advantage in their respective markets.

Joe Ayers

CFO and Executive Vice President

26 past transactions

Acadia

Acquisition in 2024
Acadia is a productivity tool that offers insight, knowledge accessibility, and compliance services for employees.

Smart Software

Acquisition in 2024
Smart Software has been a leading provider of demand planning, forecasting, and inventory optimization solutions. They help thier customers utilize their corporate data including sales history, demand signals, supplier transactions, and more to better forecast sales, optimize inventory stocking requirements, and identify opportunities to improve operational efficiency. Today hundreds of leading organizations around the globe including FedEx, The Home Depot, Otis Elevator, Metro-North Railroad, Disneyland Resorts, and MARS, as well as many mid- and small market enterprises use thier solutions to improve forecast accuracy and optimize inventory levels. Thier mission is to provide analytical solutions that help thier customers leverage their corporate data to plan for demand, better understand their business, and to generate significant economic return. Thier success is built on continuous innovation. They pioneered the use of automatic demand forecasting utilizing statistical methods and developed a patented APICS award-winning method for intermittent demand forecasting. Both innovations continue to yield major inventory cost reductions and service level improvements for thier customers. Smart Platform is thier latest innovation. By harnessing the power of the cloud, they’ve developed an enterprise class inventory optimization, demand planning, and supply chain analysis solution that meets the needs of leading global companies while still being accessible to small and mid-sized corporations. Smart Software delivers its solutions and services directly and through its network of partners and distributors. They are headquartered near Boston in Belmont, Massachusetts.

Elite EXTRA

Acquisition in 2023
Elite EXTRA is an industry-advanced dispatch software designed to streamline delivery operations and help companies deliver to the first mile, last mile, and every mile in between.

Performance Canvas

Acquisition in 2023
Performance Canvas, powered by DSPanel, specializes in providing a technology platform designed for financial reporting, planning, budgeting, and consolidation. Established in 1999, DSPanel focuses on creating solutions tailored to the needs of end users. The platform is utilized by over 1,500 companies, reflecting a growing community of Performance Canvas users. The software automates financial processes for organizations globally, offering cloud-based financial planning and analysis services. This enables clients to access timely insights and take actionable steps to enhance their business performance.

eFlex Systems

Acquisition in 2022
eFlex Systems specializes in creating digital solutions tailored for the process control and manufacturing sectors. The company has developed a manufacturing execution system technology platform that enables manufacturers to transition into digital enterprises. This platform supports applications that can operate both locally and in the cloud, providing a versatile approach to plant floor control and visibility. It facilitates error proofing and allows smart manufacturing industries to customize their environments, standardize work instructions, and implement process control measures. By enforcing quality standards, eFlex Systems helps manufacturers enhance their operational efficiency and effectiveness.

Data Interchange

Acquisition in 2022
Data Interchange is an established international provider of electronic data interchange (EDI) and eBusiness solutions, with over 30 years of experience in enhancing business efficiency for thousands of clients across various sectors, including automotive, retail, government, finance, and chemicals. The company operates a global B2B network known as Dinet, facilitating electronic transactions among trading partners worldwide. Its offerings include software and services focused on supply chain management, order processing, business integration, data synchronization, and electronic funds transfers. Additionally, Data Interchange provides cloud-based services and managed services that help clients optimize their supply chains and improve connectivity among systems and personnel. With a presence supported by over thirty distributors across Europe, South Africa, the Americas, and the Far East, Data Interchange continues to strengthen its international reach and service capabilities.

Grow

Acquisition in 2022
Grow is a business intelligence dashboard software designed for small and medium businesses, allowing them to effectively track key metrics and make informed decisions. Founded in 2014 and headquartered in Orem, Utah, Grow enables users to quickly set up custom dashboards by connecting various data sources such as QuickBooks, Salesforce, and Zendesk, without requiring IT assistance. The platform aggregates data from spreadsheets and cloud-based tools, combining data extraction, warehousing, and visualization into a user-friendly interface. By providing clear visibility into performance metrics, Grow empowers employees to engage with their work and helps leaders inspire confidence and loyalty within their teams.

JMO Systems

Acquisition in 2022
JMO Systems is a software consulting firm that specializes in customizing enterprise resource planning (ERP) systems to align with the specific needs of its clients. The company has established itself as a leader in providing comprehensive inventory solutions for a diverse range of industries. JMO Systems develops enterprise warehouse management software aimed primarily at aftermarket distributors across the United States and Canada. Its offerings include warehouse management, enterprise mobility, and consulting services. Additionally, the company provides rugged mobile scanners, wearable voice and data mobile computers, as well as mobile and desktop printers, all designed to enhance the productivity and accuracy of warehouse operations.

CBC Computer Systems

Acquisition in 2021
CBC Computer Systems Ltd. offers comprehensive technology solutions tailored for educational institutions, including schools, colleges, and universities. Established in 1985 and based in Sheffield, United Kingdom, the company provides a wide range of products and services such as personal computers, laptops, tablets, printers, and classroom technology like projectors and interactive displays. CBC also specializes in IT consultancy, network design and implementation, project management, and ongoing support. Their services encompass managed IT solutions, ICT deployment, school websites, wireless networking, and audio-visual installations. Additionally, they offer digital signage, software licensing, and various online sales options. With a commitment to enhancing educational environments, CBC Computer Systems combines innovative technologies with expert staff to deliver effective solutions.

KBMax

Acquisition in 2021
KBMax specializes in product configurator software and services designed to streamline the design and quoting processes for manufacturers. By automating the generation of CAD drawings, bills of materials, and assembly instructions, KBMax significantly reduces design cycle times and costs. The software supports major CAD platforms such as SolidWorks, Inventor, and Creo, and integrates seamlessly with customer relationship management (CRM), product data management (PDM), and enterprise resource planning (ERP) systems. Additionally, KBMax offers tools for 3D visualization and smart pricing, enabling manufacturers to enhance their product configuration and manufacturing workflows. This comprehensive approach helps businesses optimize their production processes and improve overall efficiency.

1 EDI Source

Acquisition in 2019
1 EDI Source, Inc. specializes in electronic data interchange (EDI) software solutions, catering to various industries including retail, manufacturing, healthcare, logistics, and distribution. Established in 1989 and based in Solon, Ohio, the company offers a comprehensive suite of products, such as EDI/HQ, AS2 Complete, and web-based solutions like WebSource and SmartXchange, which facilitate seamless data exchange and integration. Additionally, 1 EDI Source provides advanced services, including EDI outsourcing, managed file transfer, vendor onboarding, and strategic consultation, all designed to enhance business-to-business operations. The company's innovative software and cloud-based solutions are utilized by organizations of all sizes, from startups to Fortune 500 companies, to improve customer relationships and drive operational excellence. As of September 30, 2019, 1 EDI Source operates as a subsidiary of Epicor Software Corporation.

Majure Data

Acquisition in 2019
Majure Data Inc. develops and supplies warehouse management systems specifically designed for the lumber and building materials industry. Founded in 1982 and based in Milton, Georgia, the company has over 35 years of experience in this field, focusing on providing solutions tailored to the needs of the industry for more than 18 years. Majure Data partners with ERP providers to deliver an integrated platform that supports various operations, including millwork, roofing and siding, hardwood, cabinets, lumberyard, and wholesale distribution across the United States and Canada. In 2019, Majure Data became a subsidiary of Epicor Software Corporation.

MechanicNet

Acquisition in 2019
MechanicNet Group, Inc. specializes in technology and customer retention services tailored for the automotive aftermarket. With over 14 years of experience, the company has developed customer relationship management (CRM) systems and services for notable clients, including General Motors and Genuine Parts Company. MechanicNet provides comprehensive solutions to automotive service centers by offering turnkey technologies and managing large-scale development and deployment projects. Their expertise extends to designing classic and mobile websites that are optimized for search engines, ensuring ease of use and functionality. The company’s team possesses deep knowledge of the automotive aftermarket, supply chain strategies, and technology development, allowing them to deliver customized solutions that meet the diverse needs of their clients.

DocStar

Acquisition in 2017
DocStar, based in Austin, Texas, specializes in enterprise content management and process automation software. With over 20 years of experience, the company provides a flexible platform that can be implemented both in the cloud and on-premises. DocStar's solutions encompass a range of functions, including document management, automated accounts payable, electronic forms technology, document control, records management, and workflow automation. By enhancing data flow and collaboration within organizations, DocStar helps businesses improve operational efficiency and adapt to change. The platform increases visibility among employees, customers, and partners, leading to better business outcomes such as enhanced auditability and compliance. DocStar operates as a division of Epicor Software Corporation.

ShopVisible

Acquisition in 2014
ShopVisible is a comprehensive SaaS commerce platform designed to enhance shopping experiences for both individual consumers and businesses. It facilitates online sales across various channels, including mobile devices and major marketplaces like Amazon and eBay. The platform supports back-office operations, offering solutions for order management, inventory control, and content management. ShopVisible's APIs allow for seamless integration with third-party systems such as fulfillment, ERP, and PIM, making it adaptable to diverse business needs. The platform is utilized by a range of companies, including London Fog, Tempur-Pedic, Office Depot Canada, Plow & Hearth, and MovieMars, to effectively engage and retain today's connected customers.

QuantiSense

Acquisition in 2014
QuantiSense specializes in business intelligence and retail analytics, leveraging a decade of experience to offer innovative solutions for retailers. The QuantiSense Decision Orchestration Platform™ enables retailers to merge data-driven insights with industry best practices, facilitating optimal merchandising and store operations decisions. The company has earned recognition for its quick 60-day implementation and high customer satisfaction, achieving top ten rankings in twenty-eight categories on the RIS Software LeaderBoard for retail technology. Prominent clients, including Burlington Coat Factory, The Gap, and Michaels, utilize QuantiSense Playbooks™ to enhance operational excellence and drive profitability in their businesses.

Epicor Software (Formerly Solarsoft Business Systems)

Acquisition in 2012
Epicor Software provides modern enterprise software and IT services to manufacturers, distributors, and wholesale businesses worldwide. The company has grown organically and through acquisition since 1986 and employs more than 400 professionals providing local support across 16 time zones. Customers rely on Epicor Software to bring clarity and efficiency to their daily operations.

Internet AutoParts

Acquisition in 2012
Internet AutoParts, Inc. operates an online platform that connects automotive service providers with wholesale distributors of automotive parts. The company specializes in e-commerce services tailored for the automotive industry, facilitating the ordering and communication processes for replacement parts. By offering a web-based interface, Internet AutoParts enhances the efficiency of professional garage repair shops, allowing them to order parts electronically from distributors. This streamlined approach benefits both repair businesses and suppliers, ensuring that the necessary automotive components are readily available for service and repair operations.

Spectrum Human Resource Systems

Acquisition in 2010
Spectrum Human Resource Systems specializes in providing web-based software solutions for human resource management, primarily targeting mid-market organizations. Founded in January 1983 and based in Denver, Colorado, the company offers a comprehensive human resources system known as iVantage. This platform facilitates various HR functions, streamlining processes and enhancing efficiency for its clients. Spectrum Human Resource Systems operates as a subsidiary of Epicor Software, further expanding its capabilities in the HR software sector.

Spectrax

Acquisition in 2009
Spectrax Pty. Ltd. provides mobile enterprise resource planning (ERP) and customer relationship management solutions for retail, manufacturing, and healthcare industries. It offers Client Connect Pocket, a software that runs on mobile devices; Client Connect Service that uses Microsoft Web services for management of various data streams and messages; Client Connect Pro, a database connection software that integrates an organization's ERP system and its business database with the mobile device; and UNIAdapter that provides administrative tools for data authentication, product maintenance, and central management of users and devices.

NSB Retail Systems

Acquisition in 2007
NSB Retail Systems engages in the development and supply of software and associated maintenance, consultancy, and application management services to apparel, footwear, and specialty retailers. It offers Connected Retailer suite, which include Planning Solution that automates the creation and balancing of product and store plans; Sourcing and Product Development uses centralized workflow management of product development, collaborative vendor negotiations, production tracking, and logistics tracking to provide supply chain management solutions.

CRS Retail Systems

Acquisition in 2005
CRS Retail Systems provides integrated, multi-channel selling solutions, and retail enterprise software.

Scala Business Solutions

Acquisition in 2003
Scala Business Solutions is offers enterprise resource planning (ERP) software. Its primary product, the iScala® Collaborative ERP system, enables companies to automate and manage their standard business processes, as well as to get e-business infrastructure. It provides integrated ERP, customer relationship management, and supply chain management solution tailored for the customer’s local language, tax, and legislative requirements. iScala is used in the business management functions, such as financials, sales, logistics, and business intelligence.

Roi Systems

Acquisition in 2003
ROI Systems provides software solutions for enterprise resource planning, customer relationship management, manufacturing resource planning, and e-business.

Dataworks Corp.

Acquisition in 1998
DataWorks Corporation was engaged in the development, marketing, implementation, and support of open systems and client/server-based Enterprise Resource Planning software for manufacturing companies.
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