Private Equity Round in 2021
Rectangle Health is a prominent healthcare payment and premium processing company that offers financial technology solutions to medical, dental, and specialty practices. The company provides a comprehensive system designed to enhance patient engagement through features such as contactless payments, digital forms, patient financing, communication, and scheduling. By streamlining payment processes and improving tracking and reporting, Rectangle Health helps hospitals, physician practices, insurance groups, and billing services increase payment compliance and overall satisfaction. Their solutions aim to drive revenue for healthcare organizations while eliminating implementation or integration fees, making them an accessible choice for practices seeking to optimize their financial operations.
Private Equity Round in 2021
Daxko, based in Birmingham, Alabama, specializes in providing operations and financial management solutions tailored for member-centric nonprofits, particularly within the YMCA sector. The company offers a software-as-a-service platform that includes the OnDemand software suite, featuring Daxko Operations and Daxko Accounting. This suite assists various member-based health and wellness facilities—such as enterprise health clubs, boutique fitness studios, and campus recreation centers—by streamlining member management and integrating payment processing. Daxko's solutions enhance organizational efficiency, increase engagement, and foster greater community impact, ultimately supporting customers in achieving their operational and community service goals.
Private Equity Round in 2021
Aras is a provider of open-source product lifecycle management (PLM) software solutions, operating on a model-based service-oriented architecture framework. Founded in 2000 and headquartered in Andover, Massachusetts, Aras offers a comprehensive suite of applications designed to support various aspects of product development and management. Its functionalities include managing bills of materials, engineering change workflows, document management, and integrations with CAD/EDA systems. Additionally, the platform supports product costing, new product development and introduction, phase-gate project management, supplier collaboration, quality compliance, manufacturing process management, and tooling management. Aras emphasizes customization and scalability, allowing businesses to tailor applications to meet their specific needs within their product ecosystems.
ORBCOMM Inc. is a provider of Internet of Things (IoT) solutions, specializing in tracking, monitoring, and control services for various industries, including transportation, maritime, and heavy equipment. The company offers a comprehensive suite of services that includes network connectivity, device management, and web reporting applications aimed at enhancing the security and operational efficiency of assets such as trailers, trucks, rail cars, and marine vessels. ORBCOMM utilizes its own low-Earth orbit satellite constellation alongside terrestrial cellular communication to deliver reliable connectivity. Its offerings also encompass Automatic Identification System (AIS) data services for vessel navigation and safety, as well as various fleet management solutions. The company markets its products directly to original equipment manufacturers, government entities, and end-users, as well as through partnerships with market channel affiliates. Founded in 2001, ORBCOMM is headquartered in Rochelle Park, New Jersey, with a network control center in Dulles, Virginia.
Valet Waste has been a leading provider of doorstep trash and recycling collection services in the multifamily housing industry since 1995. The company serves over 450 management companies and owner groups, representing more than 3.4 million residential units across the United States. Valet Waste offers a range of sought-after amenities, including waste collection five nights a week, which enhances resident satisfaction and property value. Their professional and fully insured staff efficiently collects waste and recyclables directly from residents' doorsteps, addressing on-site trash management needs. In addition to waste services, Valet Waste has expanded its offerings to include maintenance support and various concierge services, such as housekeeping and pet solutions, making it a comprehensive amenities provider in the multifamily sector.
Vast Broadband is a telecommunications company that offers cable tv, internet, and digital phone services.
Sectigo is the world’s largest commercial Certificate Authority (CA) and a leading web security solutions company, enabling organizations worldwide to secure their identities, web presence and connected devices. Enterprises of all sizes rely on Sectigo for multi-layer defense against rising and more sophisticated web-based threats across websites, devices, infrastructure, and cloud – from the biggest brands to the smallest websites – so that they can secure today and seize their tomorrow.
Sectigo is the world’s largest commercial Certificate Authority (CA) and a leading web security solutions company, enabling organizations worldwide to secure their identities, web presence and connected devices. Enterprises of all sizes rely on Sectigo for multi-layer defense against rising and more sophisticated web-based threats across websites, devices, infrastructure, and cloud – from the biggest brands to the smallest websites – so that they can secure today and seize their tomorrow.
American Residential Services LLC, operating as ARS/Rescue Rooter, is a provider of heating, air conditioning, and plumbing services for residential and light commercial clients across the United States. Established in 1975 and headquartered in Memphis, Tennessee, the company offers a comprehensive range of services including air conditioning repair, installation, and maintenance, as well as heating and furnace services. Additionally, ARS/Rescue Rooter provides plumbing installation and repair, drain cleaning, and sewer line services. The company also specializes in indoor air quality solutions, duct cleaning, and attic insulation services. With a team of trained specialists, ARS/Rescue Rooter is committed to delivering reliable and efficient service, ensuring that clients receive the necessary support for their HVAC and plumbing needs.
Private Equity Round in 2020
American Residential Services LLC, operating as ARS/Rescue Rooter, is a provider of heating, air conditioning, and plumbing services for residential and light commercial clients across the United States. Established in 1975 and headquartered in Memphis, Tennessee, the company offers a comprehensive range of services including air conditioning repair, installation, and maintenance, as well as heating and furnace services. Additionally, ARS/Rescue Rooter provides plumbing installation and repair, drain cleaning, and sewer line services. The company also specializes in indoor air quality solutions, duct cleaning, and attic insulation services. With a team of trained specialists, ARS/Rescue Rooter is committed to delivering reliable and efficient service, ensuring that clients receive the necessary support for their HVAC and plumbing needs.
Clinical Ink, Inc. specializes in providing eSource and patient engagement solutions tailored for the clinical research sector, assisting sites, sponsors, and contract research organizations (CROs) in streamlining their processes. The company's primary offering, SureSource, is an electronic source platform designed to capture essential clinical trial data and documents directly at the research site. Additionally, Clinical Ink provides Lunexis ePRO+, which facilitates patient participation by allowing flexible engagement options, and CentrosHealth, a platform that keeps patients informed and compliant throughout their clinical trial experience. Founded in 2006, Clinical Ink operates its headquarters in Horsham, Pennsylvania, and has additional offices in Winston-Salem, Cary, Philadelphia, and Cambridge. The company aims to enhance clinical trial workflows and improve data quality through its innovative electronic source solutions.
Deciphex Limited, founded in 2017 and headquartered in Dublin, Ireland, specializes in developing digital pathology software applications. The company offers products such as Patholytix Preclinical, designed for preclinical and toxicologic pathology in pharmaceutical and clinical research organizations. Deciphex aims to transform the field of pathology by automating the visual examination of tissue samples, thereby optimizing workflows and allowing pathologists to concentrate on critical aspects of their work. As a High Potential Startup recognized by Enterprise Ireland, Deciphex is positioned to make significant advancements in the field of pathology through innovative technology.
Blue Stream Fiber is a provider of advanced broadband and cable television services for both residential and commercial customers. With a focus on delivering gigabit-speed internet, the company offers internet speeds of up to one gigabit, alongside multi-room digital video recorder (DVR) services and telephone options. Blue Stream Fiber is distinguished by its commitment to high-quality customer service, built on a 40-year history of local engagement. The company aims to provide a reliable and fast internet connection, supported by around-the-clock technical assistance, positioning itself as a competitive alternative to traditional service providers.
Private Equity Round in 2020
MRI Software LLC specializes in providing real estate software applications and hosted solutions tailored for a range of sectors including affordable housing, commercial properties, and investment management. Founded in 1971 and based in Solon, Ohio, the company offers a comprehensive suite of products encompassing financial management, property management, and reporting and analytics. MRI Software's platform supports both residential and commercial markets, enabling real estate owners, investors, and operators to efficiently manage property-level operations and streamline accounting processes. The company's innovative technology helps organizations automate the tracking of lease terms and expenses, reducing the risk of costly errors. With nearly five decades of experience, MRI Software fosters strong client relationships and continuously evolves to meet the unique needs of the real estate industry.
Insurity provides policy administration, claims, billing, and analytics software to more than 100 insurance companies. A market leader in deploying policy administration software and full service solutions to the property & casualty insurance market, Insurity’s solutions process billions of dollars of premium each month and address the needs of all carriers – large and small, national or regional, commercial, personal, or specialty lines writers, as well as MGAs.
Deciphex Limited, founded in 2017 and headquartered in Dublin, Ireland, specializes in developing digital pathology software applications. The company offers products such as Patholytix Preclinical, designed for preclinical and toxicologic pathology in pharmaceutical and clinical research organizations. Deciphex aims to transform the field of pathology by automating the visual examination of tissue samples, thereby optimizing workflows and allowing pathologists to concentrate on critical aspects of their work. As a High Potential Startup recognized by Enterprise Ireland, Deciphex is positioned to make significant advancements in the field of pathology through innovative technology.
Single Digits offers a complete guest HSIA solution, including all components of IP network design, engineering, professional services, ongoing maintenance, network monitoring multi-lingual support, revenue reporting, and authentication tracking. Our powerful Business Access Portal software, which combines hosted guest authentication (AAA), proactive network monitoring (SNMP), trouble ticketing, and global reporting tools, enables management companies to cost effectively and efficiently deploy HSIA in virtually any environment.
Private Equity Round in 2018
Netsmart Technologies, Inc. is a provider of software solutions tailored for health and human services organizations across the United States. The company specializes in electronic health records (EHRs), data analytics, and revenue cycle management, serving a diverse clientele that includes mental health and substance abuse treatment providers, psychiatric hospitals, and public health agencies. Netsmart's software is designed to function across various operating systems, hardware platforms, and mobile devices, ensuring accessibility and flexibility for its users. The company's offerings support clinical, financial, and administrative needs, facilitating care coordination and integration to help clients navigate the evolving healthcare landscape. Through these solutions, Netsmart aims to enhance care delivery and improve outcomes for both providers and the populations they serve.
California Cryobank, Inc. is a leading sperm bank based in Los Angeles, California, established in 1977. The company specializes in reproductive and stem cell products and services, offering frozen donor sperm, egg services, reproductive tissue storage, and private semen cryopreservation. It provides guidance for artificial insemination, donor matching, genetic services, and andrology services, alongside semen, embryo, and egg storage solutions. California Cryobank also offers cord blood and cord tissue banking through its subsidiary, FamilyCord, as well as vial buyback and exchange services. With branch laboratories located in Palo Alto, Westwood, Cambridge, New York, and Houston, the company operates across the United States and internationally in Europe, South America, and Asia. California Cryobank is registered with the FDA and holds accreditations from the AATB and AABB, along with licenses from the states of California and New York.
Since the company’s founding, Cord Blood Registry® (CBR®) has led the industry in technical innovations and provided families with access to current treatments and experimental stem cell therapies for conditions that have no cure. Cord Blood Registry (CBR) is the world’s largest newborn stem cell company. Founded in 1992, CBR is entrusted by parents with storing samples from more than 500,000 children. CBR is dedicated to advancing the clinical application of cord blood and cord tissue stem cells by partnering with institutions to establish FDA-regulated clinical trials for conditions that have no cure today. CBR has helped more than 300 families use their cord blood stem cells for established and experimental medical treatments, more than any other family cord blood bank. CBR’s goal is to expand the potential scope of newborn stem cell therapies that may be available to patients and their families. Cord Blood Registry is headquartered in San Bruno, California. CBR’s owned 80,000 square foot laboratory is located in Tucson, Arizona. Cord Blood Registry is a registered trademark of CBR Systems, Inc. CBR maintains standards for cellular therapy services through AABB accreditation, FDA-registration, and CLIA certification. CBR has the longest history of accreditation with the AABB (formerly known as the American Association of Blood Banks) and the company’s quality standards have been recognized through ISO 9001:2008 certification — the global business standard for quality. A pioneer in newborn stem cell collection and cryopreservation, CBR believes in the power of newborn stem cells to improve lives today and their potential to revolutionize treatment for many conditions in the future. CBR is the first family newborn stem cell bank to partner with leading research institutions to establish FDA-regulated clinical trials exploring the potential regenerative ability of stem cells to help treat conditions that have no cure today, including: acquired hearing loss, autism, cerebral palsy, and pediatric stroke. In fact, 73% of the stem cell units released by CBR have been used for experimental regenerative therapies – more than any other family cord blood bank in the world.
Advanced Discovery Inc. specializes in ediscovery and risk management services, catering to law firms and corporations globally. Founded in 2002 and headquartered in Austin, Texas, the company provides a comprehensive suite of services including expert guidance, litigation readiness, defensible collection, early case assessment, analytics and reporting, processing and hosting, and managed review and production. Additionally, Advanced Discovery offers risk management solutions encompassing information governance, compliance risk assessments, cybersecurity, and legal operations consulting. The firm also conducts data forensics and investigations, along with paper discovery and digital printing. By leveraging innovative technology and skilled professionals, Advanced Discovery serves a diverse clientele, including AmLaw 100 firms and Fortune 100 companies, ensuring high-quality document management and compliance support throughout the litigation process.
Every matter is unique. Every eDiscovery project introduces new challenges. What shouldn’t change is the service quality. Consilio combines world-class project management with industry-leading eDiscovery technology to deliver service excellence. At our core, we are problem solvers, and we seize the opportunity to overcome your most complex, global projects. Our clients tell us that our passion for perfection, disciplined approach, and scalable technology build the foundations that endure the tough times. Our innovative technology and deeply experienced project managers are what keep our clients coming back. Again and again, our clients tell us, “It is clear that Consilio has done this before and is in control.”
Togetherwork is building the leader in Group Management Software and Payments by bringing together companies that connect people with the institutions most important to them – from home owners associations to fraternities and sororities, from sports leagues to summer camps. They are building on a 25-year history of Software as a Service and payments expertise. Recent investments include summer camp, scouting, museum and zoo management software companies.
Doxim Solutions ULC specializes in customer engagement solutions, focusing on the financial, healthcare, and utility sectors. The company offers a comprehensive Customer Engagement Platform that enables clients to create and deliver essential documents and personalized communications across multiple channels. Doxim's services include customer communications management, self-service account and loan origination, digital account opening, and email marketing. By providing a suite of integrated software solutions, Doxim addresses challenges related to digitization, operational efficiency, and customer experience. Founded in 2000 and based in Markham, Canada, Doxim is dedicated to enhancing client interactions and driving customer loyalty through effective communication strategies.
Private Equity Round in 2017
Access Information Management, a Woburn, MA-based provider of records management storage and destruction services for hardcopy and electronic records. Founded in 2004 by Dennis Barnedt and led by CEO Rob Alston and President John Chendo, Access provides end-to-end information lifecycle services including offsite records storage, secure document shredding, climate-controlled media vaulting, digital imaging, electronic records hosting and document management software for functions such as HR and AP.
Daxko, based in Birmingham, Alabama, specializes in providing operations and financial management solutions tailored for member-centric nonprofits, particularly within the YMCA sector. The company offers a software-as-a-service platform that includes the OnDemand software suite, featuring Daxko Operations and Daxko Accounting. This suite assists various member-based health and wellness facilities—such as enterprise health clubs, boutique fitness studios, and campus recreation centers—by streamlining member management and integrating payment processing. Daxko's solutions enhance organizational efficiency, increase engagement, and foster greater community impact, ultimately supporting customers in achieving their operational and community service goals.
Private Equity Round in 2016
Daxko, based in Birmingham, Alabama, specializes in providing operations and financial management solutions tailored for member-centric nonprofits, particularly within the YMCA sector. The company offers a software-as-a-service platform that includes the OnDemand software suite, featuring Daxko Operations and Daxko Accounting. This suite assists various member-based health and wellness facilities—such as enterprise health clubs, boutique fitness studios, and campus recreation centers—by streamlining member management and integrating payment processing. Daxko's solutions enhance organizational efficiency, increase engagement, and foster greater community impact, ultimately supporting customers in achieving their operational and community service goals.
Far Niente Winery, founded in 1979 and located in Oakville, California, produces and sells a range of wines, including cabernets and chardonnays. The winery operates two facilities and ten vineyard properties across Napa and Sonoma counties. It distributes its wines through a network of wholesalers nationwide, while also engaging in direct-to-consumer sales via its online platform and visitor centers in Northern California. Far Niente focuses on crafting wines that can evolve with extended aging, catering to both distributors and individual clients.
Private Equity Round in 2016
Far Niente Winery, founded in 1979 and located in Oakville, California, produces and sells a range of wines, including cabernets and chardonnays. The winery operates two facilities and ten vineyard properties across Napa and Sonoma counties. It distributes its wines through a network of wholesalers nationwide, while also engaging in direct-to-consumer sales via its online platform and visitor centers in Northern California. Far Niente focuses on crafting wines that can evolve with extended aging, catering to both distributors and individual clients.
MRI Software LLC specializes in providing real estate software applications and hosted solutions tailored for a range of sectors including affordable housing, commercial properties, and investment management. Founded in 1971 and based in Solon, Ohio, the company offers a comprehensive suite of products encompassing financial management, property management, and reporting and analytics. MRI Software's platform supports both residential and commercial markets, enabling real estate owners, investors, and operators to efficiently manage property-level operations and streamline accounting processes. The company's innovative technology helps organizations automate the tracking of lease terms and expenses, reducing the risk of costly errors. With nearly five decades of experience, MRI Software fosters strong client relationships and continuously evolves to meet the unique needs of the real estate industry.
Logibec Inc. specializes in developing and delivering software solutions tailored for healthcare facilities and social service agencies across North America. Founded in 1982 and headquartered in Montreal, the company offers a range of products designed to enhance administrative management, clinical workflows, and business intelligence. Key offerings include eClinibase for ambulatory care management, AI-driven tools to reduce patient readmissions and optimize resource management, and various applications for financial performance and scheduling in hospitals. Additionally, Logibec provides consulting, implementation, and IT project services to ensure effective system integration and training. With over 30 years of experience, Logibec is dedicated to improving health services and operational efficiencies within the healthcare sector.
Kellermeyer Bergensons Services specializes in providing contract cleaning and related facilities support services to retailers and commercial facilities across North America. The company focuses on delivering essential facility services designed to enhance the health and efficiency of business operations. By offering scalable solutions tailored to meet the unique needs of each client, Kellermeyer Bergensons Services aims to make a positive impact on the industries it serves. Their commitment to quality and customer satisfaction is central to their operations, driving their mission to be a leading provider in the facilities management sector.
Peak 10, Inc. is a privately owned IT infrastructure solutions provider based in Charlotte, North Carolina. The company offers cloud solutions; IT infrastructure solutioins including colocation and private network services; and managed services including cloud-based data storage and managed security. The company was founded in 2000 by David Jones and Nick Kottyan, two executives with experience in the technology and telecommunications industries, with the purpose of providing data center services to mid-market businesses, particularly in emerging growth markets. The company's first data center was opened in Jacksonville, Florida in 2000. As of 2013, the company owns and operates data center facilities in Atlanta, Georgia; Cincinnati, Ohio; Tampa, Fort Lauderdale and Jacksonville, Florida; Louisville, Kentucky; Nashville, Tennessee; Charlotte and Raleigh, North Carolina; and Richmond, Virginia.
Private Equity Round in 2012
Wave is a leading provider of video, internet and phone services on the West Coast, serving customers in communities in Washington, Oregon, and California. Wave, founded in 2003, is part of WaveDivision Holdings, LLC, which currently serves over 455,000 residential and business customers in Washington, Oregon, Sacramento, and the San Francisco Bay Area. WaveDivision Holdings is headquartered in Kirkland, Washington. Owned and operated by local industry leaders, WaveDivision Holdings supports its customers with decades of cable know-how. Its mission is to provide 100% of its cable systems with the latest technologies and upgrades including high-speed internet, digital cable, home phone service, international programming, DVR, HDTV, and TV On Demand services.
Private Equity Round in 2012
Formed in 2008, Waypoint Real Estate Group is a private equity real estate firm specialising in buy-ti-rent residential investments in the US.
Advanced Childcare provides education to young people with behavioral, emotional and social difficulties.
Private Equity Round in 2010
SoftLayer operates a global cloud infrastructure platform built for Internet scale. Headquartered in Dallas and with an infrastructure spanning data centers in the United States, Asia and Europe, SoftLayer’s unified architecture provides unparalleled performance and control, with a full-featured API andsophisticated automation controlling a flexible platform that seamlessly integrates physical and virtual devices, allowing customers to deploy public cloud instances, bare metal servers and turnkey private clouds in real-time, and a global network for secure, low-latency communications. With 100,000 serversunder management, SoftLayer is the largest privately held infrastructure-as-a-service provider in the world with a portfolio of leading-edge customers from Web startups to global enterprises.
Private Equity Round in 2010
AdvoServ, Inc. is a behavioral healthcare provider focused on serving children and adults with intellectual and developmental disabilities (IDD) and dual diagnoses across Connecticut, Delaware, Florida, and New Jersey. Established in 1989 and based in Bear, Delaware, the company offers a range of services including behavioral, medical, and transitional programming. Its offerings encompass special education, functional skill acquisition, community participation, habilitation, vocational training, supported employment, counseling, and both campus and community living programs. AdvoServ also addresses various behavioral challenges and medical conditions associated with IDD, such as autism, schizophrenia, and feeding difficulties. Recognized for its advanced behavioral treatment techniques and individualized programs, the company has built a solid reputation in the specialist behavioral healthcare sector, particularly as a leading operator of residential group homes and related educational programs for individuals facing severe behavioral challenges.
Private Equity Round in 2008
Ladder Capital Finance LLC is a specialty finance company focused on providing comprehensive financing solutions within the commercial real estate sector. The company operates as a fully integrated entity, with capabilities in origination, underwriting, and asset management. Ladder Capital originates and invests in a diverse range of real estate-related assets, primarily concentrating on senior secured assets. Its investment activities include originating senior first mortgage loans, which can be fixed or floating rate, and are collateralized by commercial real estate. Additionally, the company owns and operates commercial properties and invests in investment-grade securities secured by first mortgage loans on commercial real estate. Through its thorough underwriting and investment process, Ladder Capital aims to deliver effective financial solutions tailored to the needs of the commercial real estate market.
FieldCentrix provides mobile field service automation solutions for service lifecycle management. Its management solution, FieldCentrix Enterprise, automates and streamlines manual processes and centralizes disparate applications associated with field service. FieldCentrix delivers solutions for market sectors, including manufacturing, industrial equipment, automation controls, medical devices, high technology, communications, real estate services, and building trade services. The company was founded in 1994 and is headquartered in Irvine, California with offices in North America and Europe. As of September 21, 2005, FieldCentrix Inc. operates as a subsidiary of Astea International Inc.