Ainge, Broadbent & Callister

Ainge Advisory is a legal services firm based in Lehi, Utah, with an additional office in Irvine, California. Established in 2016, the firm specializes in providing private capital and advisory services to business owners aiming for growth and succession. Ainge Advisory typically invests in sectors such as healthcare services, insurance, education, real estate, and corporate/legal services, focusing on companies with annual revenues between $10 million and $50 million and at least $2 million in EBITDA. The firm has a preference for founder-owned businesses, seeking majority stakes and a senior management role to actively contribute to the companies' development. Ainge Advisory also emphasizes the importance of management succession plans in its investment strategy.

Cameron Tanner

Managing Director

10 past transactions

Oxygen Esports

Series A in 2022
Operator of a multi-title esports organization intended to provide training and competing. The company hosts weekly tournaments and utilizes a data-driven approach for talent acquisition and fan base engagement, enabling players to compete in tournaments.

Route

Series B in 2022
Route elevates the online customer journey by providing a simple way to protect and track all of the user's orders. Route App automatically connects to everything ordered from all retailers while allowing the user to visually track its packages, anytime, anywhere.

Premier Plastics

Private Equity Round in 2021
Premier Plastics specializes in thin wall thermoforming and custom plastic packaging. Premier Plastics has the expertise required by manufacturers for creative custom tooling and design. This creative expertise is available for full-service blister packaging, clamshell packaging, point of sale displays, shipping trays as well as antistatic materials for the computer and electronic industries.

Oxygen Esports

Funding Round in 2021
Operator of a multi-title esports organization intended to provide training and competing. The company hosts weekly tournaments and utilizes a data-driven approach for talent acquisition and fan base engagement, enabling players to compete in tournaments.

Pattern

Venture Round in 2021
Pattern is a growth intelligence organization focused on e-commerce, providing a comprehensive range of services that includes monitoring, compliance, sales, advertising, fulfillment, and growth strategies. Serving hundreds of customers across six continents, Pattern supports retailers and consumer brands aiming to expand their online presence. The company operates multiple global distribution centers, leveraging advanced technology and industry expertise to facilitate e-commerce and marketplace acceleration. This enables brands to navigate the complexities of global marketplaces and direct-to-consumer channels, allowing for substantial growth and enhanced market reach.

Beam

Series E in 2021
Beam Technologies Inc. is a dental benefits company that focuses on integrating technology with oral hygiene. Founded in 2012 and based in Columbus, Ohio, the company has developed the Beam Brush, a wirelessly connected toothbrush that tracks users' brushing habits through a smartphone app. This data is utilized to inform insurance plan pricing, allowing individuals to potentially lower their premiums based on their dental hygiene practices. In addition to the smart toothbrush, Beam offers dental insurance plans that include benefits such as floss, toothpaste, and the Beam Brush itself. The company also provides a biannual subscription service that includes an electric toothbrush, replacement heads, toothpaste, and floss, simplifying access to dental care through a nationwide network of dentists.

Pattern

Series A in 2020
Pattern is a growth intelligence organization focused on e-commerce, providing a comprehensive range of services that includes monitoring, compliance, sales, advertising, fulfillment, and growth strategies. Serving hundreds of customers across six continents, Pattern supports retailers and consumer brands aiming to expand their online presence. The company operates multiple global distribution centers, leveraging advanced technology and industry expertise to facilitate e-commerce and marketplace acceleration. This enables brands to navigate the complexities of global marketplaces and direct-to-consumer channels, allowing for substantial growth and enhanced market reach.

Route

Convertible Note in 2019
Route elevates the online customer journey by providing a simple way to protect and track all of the user's orders. Route App automatically connects to everything ordered from all retailers while allowing the user to visually track its packages, anytime, anywhere.

Simplus

Series C in 2019
Simplus is a Platinum Salesforce partner specializing in quote-to-cash implementations. It provides enterprise-wide digital transformation through advisory, implementation, change management, custom configuration, and managed services.

Simplus

Series C in 2019
Simplus is a Platinum Salesforce partner specializing in quote-to-cash implementations. It provides enterprise-wide digital transformation through advisory, implementation, change management, custom configuration, and managed services.
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