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

Founder and Managing Partner

Thomas Wong

Investment Professional and Portfolio Management Committee Member

10 past transactions

OWIT Global

Private Equity Round in 2018
OWIT Global, a provider of global insurance technology, offers solutions to simplify innovation and future-proof insurance processing. It provides discrete and specialized cloud-based microservices to the Global Insurance Industry. Its microservices are designed to operate standalone or to integrate with existing environments. OWIT has developed a library of microservices, which are combined in different configurations, to create targeted solutions. These include Bordereaux Management, Cyber Rating & Distribution, A&H and Specialty Point of Sale, Document Generation, Portal Configuration, including the capability to tailor and build a full suite of PAS microservices. It was founded in 2018 and is headquartered in West Hartford, Connecticut.

Honeygrow

Series D in 2016
Honeygrow is a restaurant organization based in Philadelphia, Pennsylvania, founded in 2011. The company operates multiple locations across several cities, including Baltimore, Boston, Chicago, Washington, D.C., Newark, and Wilmington. Honeygrow focuses on providing high-quality, wholesome, and simple foods, emphasizing honest eating and the importance of local sourcing. The menu features colorful stir-fries, smoothies, salads, and honeybar treats, all made from local and seasonal ingredients. Additionally, honeygrow prepares its sauces and dressings in-house without using freezers. The organization also sells gift cards online, further engaging with its community.

Nora Gardner

Private Equity Round in 2016
Nora Gardner, LLC specializes in the manufacture of women's workwear, providing a range of professional clothing options including blazers, dresses, skirts, tops, and jackets. Founded in 2013 and headquartered in New York, the company distributes its products through retail stores across the United States, Canada, China, Japan, and Trinidad and Tobago. Nora Gardner aims to meet the wardrobe needs of women by offering versatile formal clothing and accessories through both online and offline retail channels.

Honeygrow

Series C in 2015
Honeygrow is a restaurant organization based in Philadelphia, Pennsylvania, founded in 2011. The company operates multiple locations across several cities, including Baltimore, Boston, Chicago, Washington, D.C., Newark, and Wilmington. Honeygrow focuses on providing high-quality, wholesome, and simple foods, emphasizing honest eating and the importance of local sourcing. The menu features colorful stir-fries, smoothies, salads, and honeybar treats, all made from local and seasonal ingredients. Additionally, honeygrow prepares its sauces and dressings in-house without using freezers. The organization also sells gift cards online, further engaging with its community.

Hatch & Coop

Private Equity Round in 2014
Hatch & Coop is a fast-food restaurant based in Philadelphia, Pennsylvania, established in 2012. The company specializes in gourmet sandwiches, offering a variety of hand-made options including fried chicken and egg sandwiches, as well as salads. Hatch & Coop emphasizes the use of all-natural chicken raised without antibiotics, ensuring that its customers have access to fresh, made-to-order meals at affordable prices. The focus on quality ingredients and hand-crafted preparation distinguishes Hatch & Coop in the competitive fast-food market.

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.

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 effectively launch, distribute, and manage insurance products worldwide. The company's flagship offering, the Unirisx Solution Suite, is a cloud-based policy administration and underwriting technology that supports various insurance lines, including personal, commercial, and specialty lines. Key components of the suite include the Unirisx Underwriting Center, which streamlines the underwriting process by prioritizing tasks and facilitating collaboration, and the Unirisx Agency/Broker Center, which provides real-time performance insights for agile business management. Additionally, Unirisx offers specific solutions for coverholders and direct-to-consumer channels, focusing on quoting, policy administration, and document management. Founded in 2009 and headquartered near Philadelphia, Pennsylvania, Unirisx operates globally with offices in the United Kingdom, Malaysia, and marketing locations in Australia and India, serving clients across Asia, EMEA, and the United States.

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 effectively launch, distribute, and manage insurance products worldwide. The company's flagship offering, the Unirisx Solution Suite, is a cloud-based policy administration and underwriting technology that supports various insurance lines, including personal, commercial, and specialty lines. Key components of the suite include the Unirisx Underwriting Center, which streamlines the underwriting process by prioritizing tasks and facilitating collaboration, and the Unirisx Agency/Broker Center, which provides real-time performance insights for agile business management. Additionally, Unirisx offers specific solutions for coverholders and direct-to-consumer channels, focusing on quoting, policy administration, and document management. Founded in 2009 and headquartered near Philadelphia, Pennsylvania, Unirisx operates globally with offices in the United Kingdom, Malaysia, and marketing locations in Australia and India, serving clients across Asia, EMEA, and the United States.

Five Guys

Private Equity Round in 2007
Five Guys is a restaurant chain specializing in handmade burgers, hot dogs, and fresh-cut fries, all prepared using locally sourced ingredients. The burgers are cooked on a grill and can be customized with unlimited toppings, catering to diverse customer preferences. The company emphasizes quality by using fresh ground beef and cooking its fries in peanut oil. With 79 locations in the UK, Five Guys is nearing the maturity of its expansion in that market, providing a consistent and cost-effective dining option for customers seeking fresh and flavorful fast food.
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