Private Equity Round in 2021
Xceptor is a developer of Software-as-a-Service solutions focused on data management and process automation, primarily serving the financial services sector. The company utilizes AI-enabled technology to enhance automation by connecting data in a precise and timely manner. Xceptor's platform allows financial institutions to extract, transform, and optimize data while automating complex processes. This empowers business users to create automated workflows that ensure reliable data delivery, improve productivity, and streamline operational efficiencies. By enabling organizations to implement effective automation strategies, Xceptor aims to enhance customer outcomes and reduce time-to-market for its clients.
Oakbridge Insurance Agency LLC was formed through the merger of four established insurance agencies: Founders Insurance, Hutchinson Traylor, McGinty Gordon & Associates, and Waites & Foshee. The agency focuses on providing insurance and risk management services tailored to various sectors, including construction, agriculture, finance, and manufacturing. Oakbridge offers a comprehensive range of services, including commercial and personal insurance lines, employee benefits, risk management, and surety services. By emphasizing customized solutions, Oakbridge Insurance aims to meet the unique insurance needs of its diverse clientele.
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.
Provider of theft protection, credit monitoring and data breach management services intended to empower the consumer through concise delivery of credit and identity data. The company offers several enhanced identity theft protection plans that all include identity management, fraud restoration and theft protection, credit reports, credit scores and data breach management, thereby delivering credit information, education and protection that benefits consumers and businesses.
Multi Service Technology Solutions is a global B2B payment and credit solutions provider that specializes in commercial transaction management, facilitating transactions for customers.
Developer of payment management software intended to facilitate B2B companies with streamlined purchases through different channels and management of all aspects of a transaction. The company's platform manages transactions relating to underwriting, invoicing, billing and pricing and provides net terms through a white-label offering as well as managed services and smart integrations, enabling clients across transportation, manufacturing, retail and e-commerce to accelerate business commerce by streamlining payments and accounts receivable processes and thereby increase sales and reduce costs.
IDnow is a technology company based in Munich, Germany, specializing in identity verification services through its Identity-as-a-Service platform. Established in 2014, the company employs advanced machine-learning technology to provide real-time identity verification that ensures legal security across Europe and maintains high data security standards. IDnow's solutions enable businesses to conduct customer identification and contract signings online without the need for additional hardware, making it particularly appealing to sectors such as banking, telecommunications, and fintech. The company's clientele includes notable firms like Commerzbank, UBS, Sixt neuwagen, Telefónica, and N26, highlighting its reputation in the industry.
Axo Finans er en finansagent som formidler forbrukslån, lån og refinansiering. I praksis betyr dette at din søknad hos oss vil bli presentert for flere banker. Du slipper dermed å søke selv hos flere banker, den jobben vil vi gjøre for deg. Bankene vi samarbeider med vet at de konkurrerer om å få deg som kunde, derfor er det enklere for oss å finne det beste tilbudet til deg.
Private Equity Round in 2018
ZEDRA is an independent global specialist that offers a comprehensive range of trust, fiduciary, corporate, and fund services. It caters to high net worth individuals and their families, international corporations, institutional investors, and entrepreneurs. The company provides essential services in corporate management, global expansion, accounting, tax, global mobility, payroll, and human resources, aiming to support clients in managing their wealth effectively and protecting their assets. With a focus on active wealth solutions, ZEDRA strives to meet the diverse needs of its clients across various sectors.
ZEDRA is an independent global specialist that offers a comprehensive range of trust, fiduciary, corporate, and fund services. It caters to high net worth individuals and their families, international corporations, institutional investors, and entrepreneurs. The company provides essential services in corporate management, global expansion, accounting, tax, global mobility, payroll, and human resources, aiming to support clients in managing their wealth effectively and protecting their assets. With a focus on active wealth solutions, ZEDRA strives to meet the diverse needs of its clients across various sectors.
PJT Partners is an investment banking firm headquartered in New York City, offering a diverse range of strategic advisory and capital raising services to corporations, financial sponsors, institutional investors, and governments globally. The firm specializes in mergers and acquisitions, joint ventures, divestitures, and corporate finance advisory, assisting clients with complex financial transactions. Additionally, PJT Partners provides guidance on restructuring and special situations, including recapitalizations, distressed mergers, and debt repurchases. The firm also engages in private fund advisory and fundraising, supporting various investment strategies such as private equity and hedge funds. Established in 2014 and rebranded from Blackstone Advisory in 2015, PJT Partners combines experienced professionals with innovative approaches to deliver high-quality outcomes for its clients.
Private Equity Round in 2018
Spring Venture Group is a leader in insurance comparison shopping. We deliver real value to their clients by helping them navigate their insurance options to get the best rates possible—specifically in the senior healthcare space. Their advisors use an unbiased approach to deliver real value to every client’s individual needs. That’s what makes us different.
Jackson Hewitt Tax Service Inc. is a prominent provider of tax preparation services in the United States, specializing in the computerized preparation of federal, state, and local individual income tax returns. The company operates through a network of franchised and company-owned offices, offering a variety of services, including tax return preparation, electronic filing, and tax issue resolution. Additionally, Jackson Hewitt provides financial products such as refund anticipation loans and assisted refunds, which allow customers to access their anticipated tax refunds and have preparation fees deducted directly from them. The company also offers extended warranties for tax preparation errors and multiple disbursement options, including direct deposit and prepaid cards. Established in 2004 and headquartered in Parsippany, New Jersey, Jackson Hewitt aims to cater to the diverse needs of tax filers across the nation.
Jackson Hewitt Tax Service Inc. is a prominent provider of tax preparation services in the United States, specializing in the computerized preparation of federal, state, and local individual income tax returns. The company operates through a network of franchised and company-owned offices, offering a variety of services, including tax return preparation, electronic filing, and tax issue resolution. Additionally, Jackson Hewitt provides financial products such as refund anticipation loans and assisted refunds, which allow customers to access their anticipated tax refunds and have preparation fees deducted directly from them. The company also offers extended warranties for tax preparation errors and multiple disbursement options, including direct deposit and prepaid cards. Established in 2004 and headquartered in Parsippany, New Jersey, Jackson Hewitt aims to cater to the diverse needs of tax filers across the nation.
RGI Group specializes in providing software products and technological services tailored for the insurance industry. Established in 1987 in Ivrea, Italy, the company focuses on the development and implementation of modular Policy Administration Systems that cater to all distribution channels. RGI Group's comprehensive technology platforms are designed to facilitate sustainable digital transformation for insurers, addressing the entire insurance value chain, including policy administration, claims management, analytics, market management, reporting, sales, and distribution. Through its innovative solutions, RGI Group aims to deliver significant value and support to insurance businesses worldwide.
Private Equity Round in 2017
RGI Group specializes in providing software products and technological services tailored for the insurance industry. Established in 1987 in Ivrea, Italy, the company focuses on the development and implementation of modular Policy Administration Systems that cater to all distribution channels. RGI Group's comprehensive technology platforms are designed to facilitate sustainable digital transformation for insurers, addressing the entire insurance value chain, including policy administration, claims management, analytics, market management, reporting, sales, and distribution. Through its innovative solutions, RGI Group aims to deliver significant value and support to insurance businesses worldwide.
Private Equity Round in 2016
CamberView is the provider of investor-led advice to public companies on engagement and shareholder relations, activism and contested situations, sustainability and complex corporate governance matters. CamberView helps its clients succeed by providing unique insight into investors’ perspectives on long-term value creation, interpreting the evolving governance landscape and creating proactive strategies to stay ahead of investor challenges.
Private Equity Round in 2016
Repay Holdings Corporation specializes in integrated payment processing solutions tailored for various industry-specific markets. The company facilitates electronic payment methods, including credit and debit card processing, automated clearing house transactions, and instant funding, primarily serving customers in personal and automotive loans, receivables management, and business-to-business sectors. Founded in 2006 and headquartered in Atlanta, Georgia, Repay sells its solutions through a network of direct sales representatives and software integration partners. With a focus on sales, risk mitigation, and merchant support, the company has experienced rapid growth and recognition within the consumer finance industry. In addition to its Atlanta headquarters, Repay operates in Chattanooga, Chicago, Fort Worth, and has a technical team based in Phoenix.
Private Equity Round in 2015
First Eagle Investment Management is an independent firm based in New York City that has been operating since 1864. It manages assets for both institutional and individual clients, with a focus on providing prudent stewardship and earning client trust. The firm emphasizes absolute returns and downside protection as its primary investment goals. First Eagle specializes in private debt investments in North America and offers various debt facilities, including asset-based lending and loans. In December 2019, the firm expanded its credit assets under management to $23 billion through the acquisition of THL Credit.
Personal Capital is a digital wealth management company that combines technology and personalized advisory services to assist individuals in managing their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the firm offers a suite of financial software tools that allow users to monitor income, spending, and investment performance on a single platform. With over 2.5 million users, Personal Capital provides comprehensive services including investment checkups, risk assessments, and customized financial plans tailored to individual goals. The firm operates through its subsidiary, Personal Capital Advisors Corporation, which focuses on high net worth individuals, charitable organizations, and corporations, employing fundamental analysis to guide its investment strategies in public equity markets. Personal Capital's approach integrates advanced technology with expert guidance from registered investment advisors, enabling clients to gain a holistic view of their financial situation.
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 is a digital wealth management company that combines technology and personalized advisory services to assist individuals in managing their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the firm offers a suite of financial software tools that allow users to monitor income, spending, and investment performance on a single platform. With over 2.5 million users, Personal Capital provides comprehensive services including investment checkups, risk assessments, and customized financial plans tailored to individual goals. The firm operates through its subsidiary, Personal Capital Advisors Corporation, which focuses on high net worth individuals, charitable organizations, and corporations, employing fundamental analysis to guide its investment strategies in public equity markets. Personal Capital's approach integrates advanced technology with expert guidance from registered investment advisors, enabling clients to gain a holistic view of their financial situation.
NoteMachine UK Ltd. specializes in the ownership, installation, and monitoring of ATM cash machines across the United Kingdom and Germany. The company operates a diverse range of ATMs, including fully managed, self-fill, and through-the-wall machines, strategically placed in locations such as supermarkets, convenience stores, and leisure venues. NoteMachine also provides cash machine services for large high street retailers and blue-chip organizations, as well as operating an independent foreign exchange service. In addition to ATM operations, the company offers branding solutions that include on-screen advertising and point-of-sale promotions. Founded in 2006 by Peter McNamara, NoteMachine aims for efficient ATM management through superior logistics and in-house developed software, positioning itself as a leader in integrated ATM management. The company, which was previously known as Scott Tod plc before rebranding in 2011, is based in Crickhowell, United Kingdom.
Private Equity Round in 2007
Kyobo Life Insurance Co., Ltd. is a prominent life insurance company based in Seoul, South Korea, founded in 1958. The company provides a wide range of insurance products, including death, general illness, long-term care, health, pension, and accident insurance, targeting middle- and upper-income consumers. With a structured operation comprising seven divisions, 69 supporting units, and 518 branches, Kyobo Life Insurance focuses on delivering savings and protection solutions to both individual and corporate clients. The company, formerly known as Daehan Kyoyuk Insurance Co., Ltd., rebranded in April 1995 to better reflect its commitment to the life insurance sector. Through its diverse offerings, Kyobo aims to help customers achieve long-term financial goals and provide support during emergencies.
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.
Private Equity Round in 1999
Banco Hipotecario S.A. is a financial institution based in Buenos Aires, Argentina, primarily engaged in providing a range of banking services to both individual and corporate clients. Established in 1886, the bank offers various products including current and savings accounts, fixed-term deposits, mortgage loans, personal and commercial loans, credit and debit cards, and insurance options such as life and casualty coverage. Its services are divided into personal and corporate banking, encompassing cash management, financial advisory, and project financing. Additionally, Banco Hipotecario facilitates investment services, securities brokerage, and leasing, operating through a network of 74 branches across the country.