Miller Investment Management

Miller Investment Management is a financing advisory firm based in Conshohocken, Pennsylvania, that offers a range of financial planning and investment management services. Established in 1998, the firm has over 18 years of experience managing global multi-asset-class public securities portfolios. It caters to high-net-worth individuals, wealthy families, foundations, and endowments, providing specialized advisory services alongside its core expertise in investment management, private equity, and real estate. As an SEC registered investment adviser, Miller Investment Management is dedicated to delivering tailored financial solutions to meet the diverse needs of its clients.

Christine Dostillio

CFO

H. Scott Miller

Managing Partner and Founder

Thomas Wong

Investment Professional and Portfolio Management Committee Member

12 past transactions

Finture

Series B in 2023
Since its founding in January 2021, Finture has been one of the growing fintech platforms in Southeast Asia, collaborating with financial institutions to jointly provide diverse unique payment and credit products for all individuals, particularly in Indonesia. Finture has collaborated with licensed financial institutions to provide paylater products (loan limits) using card payment instruments (issued by our licensed banking partner) carrying “Yup” as a branding. As an aggregator platform being recorded by the Financial Services Authority in Indonesia, Yup connects our users to get the paylater services from our licensed financial institution partners with the enjoyment of any promo benefit from us. Because transactions using Yup only require an EDC machine, our form as a card instrument allows Yup users to make any transaction ANYWHERE and ANYTIME. While we always strive to make it as simple as possible for our users to obtain the best health credit payment services from our partner financial institutions. By using Yup, you can get easy installments with 0% interest starting from 1 to 12 months, and a limit of up to Rp 40 million. Finally, we hope to continue to improve the ease of conducting transactions both offline and online, so that we can always be ready and available for all of our users throughout Indonesia.

OWIT Global

Private Equity Round in 2018
OWIT Global is a provider of innovative insurance technology solutions aimed at modernizing and streamlining insurance processing for the global insurance industry. Founded in 2018 and headquartered in West Hartford, Connecticut, the company specializes in developing cloud-based microservices that can operate independently or integrate seamlessly with existing systems. OWIT Global has created a versatile library of these microservices, which can be configured to address specific needs within the industry, including Bordereaux Management, Cyber Rating & Distribution, and Document Generation. The company's offerings are designed to enhance operational efficiency, improve data quality across the insurance value chain, and support the adoption of emerging technologies such as blockchain and smart contracts.

Honeygrow

Series D in 2016
Honeygrow is a restaurant chain dedicated to providing high-quality, wholesome, and simple foods that foster community and connection. By focusing on honest eating, the company emphasizes the use of local and seasonal ingredients in its diverse menu, which features colorful stir-fries, refreshing smoothies, salads, and honey bar treats. Honeygrow's commitment to freshness is highlighted by its practice of preparing sauces and dressings in-house without the use of freezers. This approach not only supports local farm vendors but also encourages healthy eating habits among consumers, making it a destination for those seeking nutritious and flavorful meals.

Nora Gardner

Private Equity Round in 2016
Nora Gardner, LLC is a manufacturer of women's workwear, specializing in a diverse range of professional apparel including blazers, dresses, skirts, tops, and jackets. Established in 2013 and based in New York, the company operates both online and through retail outlets across the United States, Canada, China, Japan, and Trinidad and Tobago. Nora Gardner focuses on providing versatile formal clothing and fashion accessories tailored to meet the wardrobe needs of women, ensuring accessibility through various shopping channels.

Honeygrow

Series C in 2015
Honeygrow is a restaurant chain dedicated to providing high-quality, wholesome, and simple foods that foster community and connection. By focusing on honest eating, the company emphasizes the use of local and seasonal ingredients in its diverse menu, which features colorful stir-fries, refreshing smoothies, salads, and honey bar treats. Honeygrow's commitment to freshness is highlighted by its practice of preparing sauces and dressings in-house without the use of freezers. This approach not only supports local farm vendors but also encourages healthy eating habits among consumers, making it a destination for those seeking nutritious and flavorful meals.

Dreamlined Entertainment Group

Private Equity Round in 2015
Dreamlined Entertainment Group is a Nashville-based company that specializes in songwriter and artist development, as well as music publishing and production services. Founded in 2015, the company aims to cultivate talent in the music industry by providing support for songwriters and artists throughout the creative process. With a focus on nurturing musical talent, Dreamlined Entertainment Group plays a vital role in the production and record sectors, helping to bring innovative music projects to fruition.

Hatch & Coop

Private Equity Round in 2014
Hatch & Coop is a fast-food company based in Philadelphia, Pennsylvania, established in 2012. It specializes in gourmet hand-made sandwiches, burgers, and fried chicken, emphasizing quality and freshness. The menu features all-natural chicken raised without antibiotics, allowing customers to enjoy delicious, made-to-order meals at reasonable prices. In addition to its signature fried chicken and egg sandwiches, Hatch & Coop also offers a variety of salads, catering to diverse tastes and preferences.

PNB

Private Equity Round in 2014
PNB is a holding company that offers loan reviews and other financial services for community banks. The company also provides credit risk management services to community-oriented financial institutions.

DICE Therapeutics

Private Equity Round in 2014
DICE Therapeutics is a biopharmaceutical company dedicated to developing novel oral therapeutic candidates aimed at treating chronic diseases, particularly in immunology. Utilizing its proprietary DELSCAPE technology platform, DICE focuses on creating selective oral small molecules that can effectively modulate protein-protein interactions, similar to the efficacy of existing systemic biologics. The company's lead candidate, S011806, targets interleukin-17 (IL-17), a key pro-inflammatory molecule associated with various immunological conditions. Additionally, DICE is advancing oral therapies aimed at α4ß7 integrin and αVß1/αVß6 integrin, which are intended for the treatment of inflammatory bowel disease and idiopathic pulmonary fibrosis, respectively. Through its innovative approach, DICE Therapeutics aims to bring effective oral treatments to patients suffering from chronic inflammatory diseases.

UniRisX

Venture Round in 2009
UniRisX, LLC is a provider of Software-as-a-Service (SaaS) solutions tailored for the insurance industry, enabling insurers, brokers, and intermediaries to efficiently launch, distribute, and manage a wide array of insurance products globally. Founded in 2009 and headquartered near Philadelphia, Pennsylvania, the company offers a comprehensive suite of technology solutions, including the Unirisx Solution Suite, which incorporates policy administration and underwriting capabilities. Its platforms, such as the Unirisx Underwriting Center and the Unirisx Agency/Broker Center, facilitate streamlined communications, task prioritization, and market opportunity management. The company also provides specialized solutions for managing coverholders and supports various insurance lines, including personal, commercial, and specialty insurance. With a presence in multiple countries, including the UK and Malaysia, UniRisX is equipped to handle diverse business models and offers its services in over 20 countries and 25 currencies, positioning itself as a flexible and innovative partner in the insurance sector.

UniRisX

Private Equity Round in 2008
UniRisX, LLC is a provider of Software-as-a-Service (SaaS) solutions tailored for the insurance industry, enabling insurers, brokers, and intermediaries to efficiently launch, distribute, and manage a wide array of insurance products globally. Founded in 2009 and headquartered near Philadelphia, Pennsylvania, the company offers a comprehensive suite of technology solutions, including the Unirisx Solution Suite, which incorporates policy administration and underwriting capabilities. Its platforms, such as the Unirisx Underwriting Center and the Unirisx Agency/Broker Center, facilitate streamlined communications, task prioritization, and market opportunity management. The company also provides specialized solutions for managing coverholders and supports various insurance lines, including personal, commercial, and specialty insurance. With a presence in multiple countries, including the UK and Malaysia, UniRisX is equipped to handle diverse business models and offers its services in over 20 countries and 25 currencies, positioning itself as a flexible and innovative partner in the insurance sector.

Five Guys Enterprises

Private Equity Round in 2007
Five Guys Enterprises operates a chain of fast-casual restaurants that specializes in hand-made burgers and fresh-cut fries. The company emphasizes the use of fresh, locally sourced beef, ensuring that each burger is cooked on a grill and customizable with unlimited toppings. In addition to hamburgers, the menu features hot dogs, all prepared using fresh ingredients, including peanut oil for frying. With a growing presence in the UK, where it operates 79 outlets, Five Guys is focused on delivering quality food at a cost-effective price point, catering to customers seeking fresh and satisfying meal options. The business aims to provide a straightforward dining experience with an emphasis on quality and customer satisfaction.
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