Housatonic Partners

Housatonic Partners is a private equity investment firm founded in 1994 with over $1 billion in capital under management. They invest in growing, profitable companies in the recurring services, media and communications industries. They have partnered with exceptional management teams in more than fifty small to mid-sized companies in these industries over the last thirteen years.
IA

Ian Ardrey

Senior Associate

CC

Christopher Cheng

Associate

LW

Lauren W. Edwards

VP

KM

Kirsi M. Fontenot

Tax Director

JH

James H. Greene

VP

MH

Mark Hilderbrand

MD

GK

Garrett King

Associate

SK

Sawyer Kisken

Associate, Private Equity

NM

Nick Matzke

Director of Business Development

KM

Krishna Mocherla

Associate

JM

Joseph M. Niehaus

MD

JN

Joe Niehaus

MD

KO

Kevin Ondyak

VP

JR

Jill Raimondi

CFO

BR

Barry Reynolds

MD

William Thorndike Jr.

Founding Partner

EW

Eliot Wadsworth

Special Limited Partner

AW

Alex Walsh

Associate

EZ

Eric Zagorski

Associate

EZ

Ella Zhang

Associate

74 past transactions

HealthWyse, LLC

Private Equity Round in 2011
HealthWyse is a national software and service partner for Home Health, Hospice and Private duty agencies. Our fully integrated EMR software suite empowers agencies to address their profitability, compliance, and patient care and outcome challenges. The solution offers end-to-end coverage across all lines of business: from intake through final billing. In addition to point of care, financial, scheduling and compliance-related workflows, HealthWyse offers document scanning, telephony, physician and family portals, and inpatient hospice functionality. There are also robust third party integrations, including to SHP, and Simione's Financial Monitor as well as vendors such as Cardiocom, Honeywell HomMed, Viterion, Zirmed and others.

CitiXsys

Series A in 2018
CitiXsys is a leader in retail management software that is recognized worldwide for its rich functionality, multi-national capabilities, and unparalleled flexibility. The flagship solution suite, iVend Retail helps retailers to optimize business operations to gain more time to focus on what really matters – cultivating customer engagement and capitalizing on retail trends. iVend Retail is the chosen retail management platform for thousands of retailers in over 46 countries. Their high quality and cost-effective solutions help these retailers increase revenue, build customer loyalty, reach new customers and lower their operating costs.

Accurate Monitoring, LLC

Acquisition in 2016
Accurate Monitoring, LLC delivers intraoperative neuromonitoring services for neuro-surgical, orthopedic, vascular, spine, brain, peripheral nerve, and ENT procedures, as well as other surgeries where neurological structures are at risk. Its services include somatosensory evoked potentials (SSEP), electromyography, brainstem auditory evoked potentials, phase reversal/cortical SSEP, D-wave, electroencephalography, transcranial motor evoked potentials, pedicle screw stimulations, cranial nerve monitoring, motor strip mapping, dorsal column mapping, and electrocorticography services. The company serves hospitals, surgery centers, and surgeons in New York and New Jersey. Accurate Monitoring, LLC was founded in 2007 and is based in Fairfield, New Jersey.

MedOptions

Acquisition in 2006
MedOptions partners with skilled nursing and assisted living facilities to provide expert behavioral health services.

Welcome Wagon

Private Equity Round in 2005
Welcome Wagon introduces new homeowners to local businesses via direct mail and digital marketing.

Registria, Inc.

Venture Round in 2018
Registria, Inc. provides an on-demand registration solution for businesses to build and retain relationships directly with their customers through product registration. Its solution enables users to build an online customer portal; collect information customized by product and customer type; target product and service offers based on user lifecycle needs; automate the selling process, by handling order placement directly through the portal; and enable marketing, sales, and support organizations to share data. Registria serves consumer product, electronics, and information technology companies. The company was founded in 2008 and is headquartered in Denver, Colorado with an additional office in Mountain View, California. As of December 19, 2012, Registria, Inc. operates as a subsidiary of Affect Marketing LLC.

Embark

Private Equity Round in 2016
Embark owns and operates behavioral health treatment centers dedicated to reversing the trends of anxiety, depression, and suicide. The company was founded in 2018 and is headquartered in Tempe, Arizona.

LeadQual

Private Equity Round in 2013
LeadQual provides lead generation, lead qualification, and lead scrubbing services. As consumers are connected through mobile, businesses are turning to digital channels to acquire new customers. LQ Digital is a customer acquisition company with a simple goal

First American Records Management

Pre Seed Round in 1997
First American Records Management Company (FARM) In January of 1997.

WCCT Global

Private Equity Round in 2011
WCCT Global is a pharmaceuticals company that offers clinical study services, research sites, and trial support services.

Carillon Assisted Living

Pre Seed Round in 1996
Carillon is proud to be North Carolina’s only locally owned and operated provider of licensed assisted living homes for seniors.

Embark

Private Equity Round in 2018
Embark owns and operates behavioral health treatment centers dedicated to reversing the trends of anxiety, depression, and suicide. The company was founded in 2018 and is headquartered in Tempe, Arizona.

Efficient Forms, LLC

Private Equity Round in 2017
Efficient Forms, LLC designs and develops cloud based data collection automation software. It offers Efficient Hire, which delivers an applicant tracking system, onboarding, work opportunity tax credits, and affordable care act compliance services to restaurants, staffing firms, retail locations, call centers, and convenience stores. It serves customers in the insurance, financial services, human resources, and compliance industries. Efficient Forms, LLC has a strategic partnership with Ban-Koe Companies. The company was founded in 2004 and is based in Littleton, Colorado.

Classic Party Rentals, Inc.

Private Equity Round in 1997
Classic Party Rentals is the nation’s largest full-service event rental company with over 30 locations nationwide. The company services most major markets across the U.S. with its china, glassware, flatware, specialty linen, lounge furniture, lighting, heating, flooring and kitchen and catering equipment. Classic is also the leading nationwide provider of tents and clearspan structures under the brand, Classic Tents as well as providing multi-location services within the brand Classic Event Solutions. In addition to providing event rentals, Classic offers sales support and product and event management for more than 150,000 events per year including major sporting events, brand promotion, corporate events, celebrity weddings, charity events and private social events

Circle Graphics, Inc.

Venture Round in 2012
Circle Graphics is the world’s largest digital printing company, leading the industry in grand format printing for out of home advertising and other specialty digital production channels. They produce the highest-quality product, delivered quickly, and with unsurpassed customer service. Through market leading innovations in production and software systems, a dedicated Account Management team, and ultra-efficient processes, their customers receive top-quality products at a market-leading price.

LeMaitre Vascular, Inc.

Acquisition in 1998
LeMaitre Vascular, Inc., together with its subsidiaries, engages in the development, manufacture, and marketing of medical devices and implants for the treatment of peripheral vascular disease worldwide. Its products include embolectomy catheters to remove blood clots from arteries or veins; occlusion catheters; perfusion catheters that temporarily perfuse blood and other liquids into the vasculature; carotid shunts to temporarily divert blood to the brain during the removal of plaque from the carotid artery; and laparoscopic cholecystectomy devices to inject dye into the cystic duct during laparoscopic cholecystectomy. The company also offers manual contrast injectors for the injection of contrast media into blood vessels; modeling catheters to apply radial pressure to the inside of an aortic stent graft for sealing; radiopaque tape to improve the precision of vascular and endovascular procedures; and remote endarterectomy devices to remove severe atherosclerotic blockages from the arteries of the leg. In addition, it provides valvulotomes for use as a bypass vessel to carry blood past diseased arteries to the lower leg or the foot; vascular grafts to bypass or replace diseased arteries; vascular patches that are synthetic and biological patches for use in closing incisions in a blood vessel; vein strippers for single-incision removal of varicose veins; and vessel closure systems to attach blood vessels for dialysis access. LeMaitre Vascular, Inc. markets its products through direct and indirect sales force, and distributors. The company was formerly known as Vascutech, Inc. and changed its name to LeMaitre Vascular, Inc. in April 2001. LeMaitre Vascular, Inc. was founded in 1983 and is headquartered in Burlington, Massachusetts.

Aegis Treatment Centers, LLC.

Private Equity Round in 2014
Aegis Treatment Centers, LLC. operates a network of clinics that provide outpatient narcotic treatment services. The company offers treatment for various types of addictions, including addiction to prescribed painkillers, heroin addiction, etc.; and the underlining co-occurring conditions. Its services include caseload management and coordination of care, medication and medical care, individual counseling, group counseling, keys to recovery support groups, educational programs, and social work, as well as crisis intervention, case conferences, peer review. The company’s medication assisted treatment programs include rapid detoxification, long detoxification, short term treatment, and extended maintenance. Aegis Treatment Centers, LLC. was founded in 1998 and is based in Los Angeles, California with locations in Southern California, Northern California, and Central/Coastal California. As of January 17, 2020, Aegis Treatment Centers, LLC. operates as a subsidiary of Pinnacle Treatment Centers, Inc..

School Family Media, inc.

Acquisition in 2018
School Family Media, inc. provides a suite of products, programs, and services to the K-8 school parent group market. It offers PTO Today magazine, a print publication that provides tools, advice, insights, and resources that parent group leaders refer; and PTOtoday.com, an online resource and community for parent groups. The company also provides PTO Today Expos, a series of in-person events that bring together parent group leaders to celebrate their work and success; and custom developed involvement programs to help groups engage and involve parents at school. It serves PTOs and PTAs, and school communities. The company was founded in 1999 and is based in Wrentham, Massachusetts.

HemaSource, Inc.

Venture Round in 2010
HemaSource is a distributor of medical disposable products and selected capital items used in the blood therapies markets. The company is headquartered in Salt Lake City, Utah and serves all 50 states, Puerto Rico, and Canada through its network of distribution centers located in the U.S. In addition to distributing medical products, the company has co-developed certain specialized products and has developed a patent-pending software program that its customers use to reduce waste and improve efficiency.

Bay Communications

Acquisition in 2003
Bay Communications is a wireless communication infrastructure company provides solution to wireless infrastructure needs.
Healthcare Financial Resources engages in accounts receivable recovery and resolution, works as a virtual extension of your hospital central billing office to help you resolve and collect more of your insurance accounts receivable faster and improves operating margins through a seamless and collaborative partnership with your internal team.

ONRAD, Inc.

Private Equity Round in 2009
ONRAD is a hospital & health care company providing teleradiology and custom hybrid solutions.

Maxitransfers

Private Equity Round in 2020
Maxitransfers Corporation provides money transmitting services. It also offers money and remittance transfers, top-ups, and bill payments. The company serves Latin American community in the United States through a network of agents. The company was incorporated in 2000 and is based in Irving, Texas. It has operations in Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, New Mexico, Oklahoma, South Carolina, Tennessee, and Texas.

Asurion

Private Equity Round in 2000
Asurion is a technology company that develops businesses and digital products. It also supports customers safe and comfortable digital life. The company specializes in road assistance services and mobile phone and data compensation services. Asurion also provides insurance for tablets, jewelry, appliances, smartphones, satellite receivers, and consumer electronics. Asurion was established on July 11, 2012, and is headquartered in Tokyo, Japan.

Asurion

Private Equity Round in 2012
Asurion is a technology company that develops businesses and digital products. It also supports customers safe and comfortable digital life. The company specializes in road assistance services and mobile phone and data compensation services. Asurion also provides insurance for tablets, jewelry, appliances, smartphones, satellite receivers, and consumer electronics. Asurion was established on July 11, 2012, and is headquartered in Tokyo, Japan.

ProService

Private Equity Round in 2007
ProService is a voluntary organization for HR consultation for business groups.

Elsevier Labs

Private Equity Round in 2003
Elsevier provides scientific, technical, and medical information products and services. It publishes journals, books, and eBooks on topics related to subjects such as science, dentistry, health professions, nursing and midwifery, and veterinary. It offers electronic products such as ScienceDirect, MD Consult, Scopus, bibliographic databases, and online reference works. The company serves more than 30 million scientists, students, and health and information professionals worldwide. It partners with a global community of 7,000 journal editors, 70,000 editorial board members, 300,000 reviewers, and 600,000 authors to help customers advance science and health by providing necessary information and tools. Elsevier is headquartered in Amsterdam, Netherlands with presence in over 24 countries. It is a part of Reed Elsevier Group, a global publisher and information provider. Elsevier Asia Pacific is headquartered in Singapore with local offices across the region to support the needs of healthcare professionals, academics, and researchers.

Access Information Management

Private Equity Round in 2004
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.

D2C Media

Private Equity Round in 2019
D2C Media Inc. provides automotive dealers digital marketing services, including high-performance websites, search engine and social media advertising solutions, customer relationship management software, and outsourced business development capabilities. The company operates its own media network, including AutoAubaine.com and AutoKMH.com. It provides websites for automotive dealers, adwords campaigns, facebook ads and marketplace, reputation management, and inventory management facilities. The company was founded in 2003 and is headquartered in Montreal, Canada.

QMC Telecom

Series B in 2015
QMC Telecom International Holdings, LLC provides tower for carriers that offer wireless cellular telecommunication services in Puerto Rico. The company was formerly known as QMC Telecom International Holdings Group, LLC. The company was incorporated in 2011 and is based in Sao Paulo, Brazil, with an additional office in San Juan, Puerto Rico.

Lincoln Peak Capital

Private Equity Round in 2009
Lincoln Peak Capital Management is a private equity firm specializing in recapitalizations and management buyouts. The firm is focused on investing in asset management firms. It seeks to make an equity investment between $10 million and $50 million in its portfolio companies. The firm prefers minority interests in companies where the management controls majority of the equity. Lincoln Peak Capital Management was founded in 2008 and is based in Boston, Massachusetts.

ArchivesOne

Private Equity Round in 1998
ArchivesOne provides information management company has stores and manages boxed records for its clients in financial, manufacturing, services.

Aymira

Private Equity Round in 2020
Aymira Partners, LLC provides behavioral health care services to children and adults. The company operates a health care agency, which provides support services to children and adults with intellectual and developmental disabilities. It also develops an electronic health records (EHR) platform, OnTarget, which provides clinical documentation, time sheets, scheduling, billing, personnel records, and billing services to the health care providers. Aymira Partners, LLC was formerly known as nVolve Partners, LLC. The company was incorporated in 2015 and is based in Charlotte, North Carolina.

EOI Service Company, Inc.

Private Equity Round in 2020
EOI Service Company, Inc. provides national benefits communication and enrollment services. The company also offers services, such as dynamic communications, benefit education, technology, and broker support. EOI Service Company, Inc. was founded in 1978 and is based in Chicago, Illinois.

Aircraft Fasteners International

Private Equity Round in 2007
Aircraft Fasteners International is a master stocking distributor specializing in aircraft nut plates, self-locking nuts, threaded inserts and related high performance hardware for the aerospace, electronics and defense industries. AFI's team includes the most knowledgeable sales staff in the insert and locknut industry.

Wind River Environmental

Pre Seed Round in 1999
Wind River provides non-discretionary and regulatory-driven non-hazardous waste removal and treatment services to a wide range of commercial, residential, and municipal customers across the Eastern U.S. With more than 25 locations, Wind River serves a diversified blue-chip customer base including national food and retail establishments such as Starbucks, McDonald’s, and Whole Foods.

Enrollment123, Inc.

Private Equity Round in 2020
Enrollment123, Inc., doing business as Administration123, develops software for independent sales organizations to manage their business, agents, and customers. Its solution enables organizations to manage online back office, members and customers, agents and groups, payments and billings, products and services, payables and commission, communication, invoice, operations, replicated website, enrollment forms, call tracking and interactions, notes, to do calendar, documents, reporting, customization, and training and support. It serves multi-level sales organizations, independent health insurance agents, field marketing organizations, third party administrators, call centers, direct marketing organizations, managing general agents, and travel agencies. Enrollment123, Inc. was incorporated in 2006 and is based in Laguna Beach, California.

Cook's Illustrated

Acquisition in 1996
Cook's Illustrated is an American cooking magazine published every two months by the America's Test Kitchen company.

Onsite Health

Seed Round in 2000
Onsite Health started as Onsite Dental in 1997 with a vision of making state-of-the-art dental care more convenient for employees at leading technology companies in the Silicon Valley. Offering a complete range of dental services through multiple dental insurance plans, we developed a loyal patient following that continues to this day and is expanding across the country. We have expanded our original vision to include a much wider variety of healthcare services, making high quality healthcare more accessible to ever-expanding populations of patients nationwide.

Enerdyne Technologies

Private Equity Round in 2002
Enerdyne Technologies Inc. is a provider of innovative video data link equipment and digital video systems for defense and intelligence markets, primarily for unmanned aerial vehicle (UAV) applications.

Exponential Interactive Inc.

Private Equity Round in 2010
Exponential delivers innovative advertising experiences that transform the way brands interact with audiences across desktop and mobile. Their platform fuses one of the largest digital media footprints and proprietary data with user-centric ad formats designed to drive engagement and action. Creativity and audience insight form the foundation on which they build smarter, more relevant solutions for advertisers and publishers. Exponential was founded in 2001 and has locations in 22 countries.

Asurion

Private Equity Round in 2009
Asurion is a technology company that develops businesses and digital products. It also supports customers safe and comfortable digital life. The company specializes in road assistance services and mobile phone and data compensation services. Asurion also provides insurance for tablets, jewelry, appliances, smartphones, satellite receivers, and consumer electronics. Asurion was established on July 11, 2012, and is headquartered in Tokyo, Japan.

Phase Forward

Venture Round in 2000
Provider of integrated data collection and data management solutions for clinical trials and drug safety

Beacon Fire And Safety

Acquisition in 2001
Beacon Fire and Safety is a Nova Scotian owned and operated Company offering reliable, affordable and professional services to all Maritime Provinces. They are dedicated to offering you the right solutions for all your fire ,safety and medical needs.

ResponseLink

Acquisition in 2008
Responselink, LLC develops and supplies medical alert systems for seniors, caregivers, and professionals in the United States. It offers ResponseLINK medical alert system, an emergency medical service and personal alert system with a medical alert pendant to send an emergency signal to central monitoring station. The company’s personal safety system helps caregivers to provide personalized care for the elderly and disabled during emergencies, as well as helps professionals with local emergency response service and support. It delivers its products through local representatives and distributors. The company was founded in 1997 and is based in Clearwater, Florida.

Working Solutions

Private Equity Round in 2021
Working Solutions, founded in 1996, was the first company to utilize an entire workforce of home-based customer sales and service agents. Founded by President and Chief Operating Officer Kim Houlne, Working Solutions’ first project was to handle inbound and outbound calls for a city government. To recruit agents for the job, Houlne launched a web site at a time when the Internet did not have Google, YouTube, or Facebook, becoming one of the first virtual workforce companies in history.

CaseCentral

Series A in 1999
Founded in 1994, CaseCentral is the leader in secure, cloud-based eDiscovery software for corporations and law firms to simplify and take control of electronic discovery (eDiscovery) in response to litigation, regulatory inquiries and internal investigations. CaseCentral enables repeatable, defensible and measurable business processes that significantly reduce eDiscovery risk, cost and time. The CaseCentral eDiscovery platform integrates early case assessment, processing, analysis, review and production capabilities, enabling customers to succeed with a single matter and seamlessly migrate to multi-matter, multi-party, multi-repository support within the same software platform. CaseCentral pioneered the use of process analytics, providing real-time measurement of review rates, quality rates and costs per document - by matter, firm or user. CaseCentral has served more than 32 of the Fortune 100 and more than 83 of the AmLaw 100.

CitiXsys

Series B in 2018
CitiXsys is a leader in retail management software that is recognized worldwide for its rich functionality, multi-national capabilities, and unparalleled flexibility. The flagship solution suite, iVend Retail helps retailers to optimize business operations to gain more time to focus on what really matters – cultivating customer engagement and capitalizing on retail trends. iVend Retail is the chosen retail management platform for thousands of retailers in over 46 countries. Their high quality and cost-effective solutions help these retailers increase revenue, build customer loyalty, reach new customers and lower their operating costs.

365 Data Centers

Series B in 2014
365 Data Centers provides secure and reliable colocation services that offer an easier way to scale business growth and connect to the cloud. Through its 17 U.S. data centers, 100% uptime SLA, and national network of carriers and content providers, 365 offers flexible pricing models that let customers pay as they grow with no long-term lock in. Services are secure and tailored for small and mid-sized businesses, telecom carriers and cloud service providers. We partner with businesses, technology leaders and community leaders to build technology centers that enable economic growth. With 365 as a local provider, driving business growth just got easier. 365 is a privately held company based in Emeryville, California. Its financial partners include Housatonic Partners and Crosslink Capital Brightwood Capital.

QMC Telecom

Series A in 2012
QMC Telecom International Holdings, LLC provides tower for carriers that offer wireless cellular telecommunication services in Puerto Rico. The company was formerly known as QMC Telecom International Holdings Group, LLC. The company was incorporated in 2011 and is based in Sao Paulo, Brazil, with an additional office in San Juan, Puerto Rico.

Vizium

Venture Round in 2000
Vizium provides Web-based eMarketing solutions designed to leverage the power and reach of the Internet. Through Their eMarketing ASP (Application Service Provider) model, Vizium offers on-going eMarketing consulting, technology implementation, and campaign management services for planning, designing, executing, and measuring electronic marketing campaigns.

CaseCentral

Series B in 2000
Founded in 1994, CaseCentral is the leader in secure, cloud-based eDiscovery software for corporations and law firms to simplify and take control of electronic discovery (eDiscovery) in response to litigation, regulatory inquiries and internal investigations. CaseCentral enables repeatable, defensible and measurable business processes that significantly reduce eDiscovery risk, cost and time. The CaseCentral eDiscovery platform integrates early case assessment, processing, analysis, review and production capabilities, enabling customers to succeed with a single matter and seamlessly migrate to multi-matter, multi-party, multi-repository support within the same software platform. CaseCentral pioneered the use of process analytics, providing real-time measurement of review rates, quality rates and costs per document - by matter, firm or user. CaseCentral has served more than 32 of the Fortune 100 and more than 83 of the AmLaw 100.

Arrival Limited

Series A in 2000
Arrival is a technology company that develops a generation of two electric vehicles. It develops software, materials, components, and scalable skateboard platforms and its micro-factories allow them to make vehicles and adapt to any mobility ecosystem. It is a zero-emission solution for cities and a human-centered, intelligent design to revitalize public transportation. The company’s new method uses low CapEx, rapidly scalable Microfactories that can be placed anywhere in the world to serve the regions they are located in. It was founded in 2015 and is headquartered in London, England.

ServiceSource

Venture Round in 2007
ServiceSource International, Inc. operates as a digital customer journey experience company. The company provides digital solutions, including demand qualification, demand conversion, and account management; customer success solutions, such as onboarding, adoption, and renewals management; and channel management services. It also offers sales performance analysis, business case, pricing and contract structuring, data integration, implementation, launch, performance and execution, and client benchmarking and continuous improvement solutions. The company sells its solutions through sales organization worldwide. ServiceSource International, Inc. was founded in 2002 and is headquartered in Denver, Colorado.

CaseCentral

Series D in 2003
Founded in 1994, CaseCentral is the leader in secure, cloud-based eDiscovery software for corporations and law firms to simplify and take control of electronic discovery (eDiscovery) in response to litigation, regulatory inquiries and internal investigations. CaseCentral enables repeatable, defensible and measurable business processes that significantly reduce eDiscovery risk, cost and time. The CaseCentral eDiscovery platform integrates early case assessment, processing, analysis, review and production capabilities, enabling customers to succeed with a single matter and seamlessly migrate to multi-matter, multi-party, multi-repository support within the same software platform. CaseCentral pioneered the use of process analytics, providing real-time measurement of review rates, quality rates and costs per document - by matter, firm or user. CaseCentral has served more than 32 of the Fortune 100 and more than 83 of the AmLaw 100.