Bellwether Financial Group

Bellwether Financial Group, Inc. is a private equity firm established in 1997 and located in Newport Beach, California. The firm specializes in investing in both debt and equity within the lower middle market, with a focus on sectors such as agriculture, distribution and logistics, hospitality, manufacturing, marine services, and technology. Bellwether aims to pursue investment opportunities primarily in Mexico, demonstrating a diversified approach to its portfolio strategy.

Joseph Ueberroth

Founder and Managing Partner

2 past transactions

Clubspeed

Private Equity Round in 2019
Clubspeed, Inc. is a technology company that specializes in developing cloud-based software solutions for activity centers, including karting facilities, racing tracks, trampoline parks, and family entertainment centers. Founded in 2007 and headquartered in Corona, California, with an additional office in Lancashire, United Kingdom, Clubspeed offers a range of services through its software as a service (SaaS) platform. These services include kart timing, self-service kiosks, point-of-sale systems, marketing automation, online booking, secure payment processing, and customer management tools. The software also features a competitive timing system and customizable event management tools, allowing clients to efficiently organize and promote their racing events while enhancing customer interaction and operational management.

HRsoft

Venture Round in 2014
HRsoft, Inc. specializes in providing compensation planning and total rewards software, focusing on mid-to-large enterprises. Its cloud-based SaaS solutions streamline and automate the compensation process, enhancing manager and employee engagement. The company's key offerings include COMPview, which simplifies the management of merit, bonus, and equity awards, and TALENTview, a suite designed for talent management to improve managerial effectiveness. HRsoft also provides REWARDview, an online portal that helps employees understand the full value of their compensation packages, and STAYview, which enables structured one-on-one conversations between managers and their teams. Additional products include PERFORMview for performance reviews, CONTENTview for self-service HR access, and RECRUITview for optimizing recruitment efforts. Founded in 1996 and based in Maitland, Florida, HRsoft was previously known as Workstream, Inc. before changing its name in 2014.
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