Fayez Sarofim

Fayez Sarofim & Co. is an independent investment management firm established in 1958 and headquartered in Houston, Texas. The company specializes in managing investment portfolios across various strategies, including large capitalization equity, global equity, core fixed income, and balanced portfolios. It serves a diverse clientele, which includes individuals, pension plans, foundations, endowments, charitable organizations, corporations, and governmental entities. The firm employs a fundamental analysis approach that incorporates both bottom-up and top-down investment strategies, focusing primarily on large-cap companies for its equity portfolios and investing in municipal, corporate, and government bonds for its fixed income holdings. Fayez Sarofim & Co. is recognized for its commitment to in-house research, ensuring informed investment decisions. The firm is owned and managed by its founder, Fayez Sarofim, along with a team of investment professionals.

Matthew Altenau

Principal and Member of the investment Committee

Daniel Connally

Principal and Executive

Anthony Gracely

Principal and Director of ESG

Vernon S. Perry

Principal

Nicholas Zdeblick

Principal and Investment Committee Member

Andrew Ziccardi

Principal

S. E. Cody Dick

Principal

16 past transactions

InSightec

Private Equity Round in 2024
InSightec Ltd. is a pioneering company based in Tirat Carmel, Israel, specializing in non-invasive medical treatments through its Exablate platform, which employs MR guided focused ultrasound technology. Founded in 1999, InSightec develops and distributes systems that address various oncology and gynecology conditions, including the Exablate Neuro for personalized thalamotomy in movement disorders and pain management. The Exablate system has received multiple regulatory approvals, including CE marks and FDA approval, for treatments of symptomatic uterine fibroids, pain from bone metastases, and adenomyosis. The company provides comprehensive support services, including onsite clinical training and maintenance, to medical professionals using its technology in facilities across Israel and internationally. InSightec maintains a strategic partnership with Lantheus Holdings and has expanded its presence in Europe, Asia, and the Americas, earning recognition for its innovative contributions to the field of acoustic surgery.

FlexTal

Pre Seed Round in 2020
FlexTal is a company that operates a freelance talent matching platform designed to connect businesses with experts for both hourly and fixed-fee projects. Utilizing artificial intelligence, FlexTal curates a pool of elite professionals across various fields, including business, sales, marketing, finance, design, and technology. This platform aids companies in sourcing, vetting, and matching top-tier talent, allowing them to engage independent contractors on a flexible basis—whether for part-time, full-time, or project-based work. By democratizing access to a vast network of specialized experts, FlexTal enhances operational efficiency for its clients, enabling them to achieve greater productivity and agility in a rapidly evolving workforce landscape. The company has experienced significant growth and aims to shape the future of work by making world-class expertise more accessible than ever.

Ziften

Series B in 2012
Ziften is a privately funded endpoint security company located in Austin, Texas, specializing in cloud-delivered solutions for endpoint protection. The organization offers a platform that simplifies the management of endpoint security across various devices, including laptops, desktops, servers, and cloud environments. Ziften's services include advanced protection against cyber threats, endpoint detection and response, and security posture analysis. By enabling businesses to monitor and control applications and processes in both physical and virtual Windows desktop environments, Ziften helps organizations safeguard their documents and critical data from potential cyber attacks.

Ziften

Series A in 2011
Ziften is a privately funded endpoint security company located in Austin, Texas, specializing in cloud-delivered solutions for endpoint protection. The organization offers a platform that simplifies the management of endpoint security across various devices, including laptops, desktops, servers, and cloud environments. Ziften's services include advanced protection against cyber threats, endpoint detection and response, and security posture analysis. By enabling businesses to monitor and control applications and processes in both physical and virtual Windows desktop environments, Ziften helps organizations safeguard their documents and critical data from potential cyber attacks.

Trulia

Series D in 2008
Trulia is a real estate search platform that assists buyers and renters in locating homes and neighborhoods across the United States. Established in 2005 and based in San Francisco, Trulia provides users with a range of tools and resources, including detailed property listings, local insights, and interactive map overlays that highlight factors such as commute times, crime rates, school quality, and nearby businesses. The platform features innovative services like Trulia Neighborhoods, which offers original photography, drone footage, and resident reviews to give users a comprehensive view of specific areas. Another notable feature, What Locals Say, gathers opinions from local residents through polls and reviews, enhancing the user experience. Additionally, Trulia provides information on local nondiscrimination laws through its Local Legal Protections service, further supporting prospective residents in their housing decisions. As a subsidiary of Zillow Group, Trulia focuses on delivering a user-friendly experience that helps individuals understand what living in a particular neighborhood entails.

Uplogix

Series C in 2008
Uplogix, Inc. is a provider of local network management and monitoring solutions, established in 2003 and headquartered in Austin, Texas, with additional offices in London and Monterrey. The company specializes in integrated remote management solutions, including secure remote management appliances and a Remote Management Operating System that automates system maintenance, configuration, fault diagnosis, and recovery tasks. Uplogix's products, such as the Uplogix 5000 Local Manager and Control Center, are designed to manage distributed IT infrastructures, enabling enterprises to address routine IT issues at remote locations, branch offices, and data centers. Uplogix serves various sectors, including federal, financial, healthcare, energy, and retail, and also offers program consulting and training services. The company's technology aids in reducing operational costs and site visits by providing comprehensive security management and compliance solutions.

iChange Networks

Seed Round in 2008
iChange Networks operates an online diet and weight loss community that addresses the challenges of self-directed weight management. The company recognizes that while individuals often understand the guidelines for successful dieting, maintaining adherence to these rules can be difficult over time. iChange offers a structured approach to weight loss, providing support and resources to help users stay committed to their goals. By fostering a sense of community and accountability, iChange aims to enhance the likelihood of long-term success in weight management.

Trulia

Series C in 2007
Trulia is a real estate search platform that assists buyers and renters in locating homes and neighborhoods across the United States. Established in 2005 and based in San Francisco, Trulia provides users with a range of tools and resources, including detailed property listings, local insights, and interactive map overlays that highlight factors such as commute times, crime rates, school quality, and nearby businesses. The platform features innovative services like Trulia Neighborhoods, which offers original photography, drone footage, and resident reviews to give users a comprehensive view of specific areas. Another notable feature, What Locals Say, gathers opinions from local residents through polls and reviews, enhancing the user experience. Additionally, Trulia provides information on local nondiscrimination laws through its Local Legal Protections service, further supporting prospective residents in their housing decisions. As a subsidiary of Zillow Group, Trulia focuses on delivering a user-friendly experience that helps individuals understand what living in a particular neighborhood entails.

Uplogix

Series B in 2006
Uplogix, Inc. is a provider of local network management and monitoring solutions, established in 2003 and headquartered in Austin, Texas, with additional offices in London and Monterrey. The company specializes in integrated remote management solutions, including secure remote management appliances and a Remote Management Operating System that automates system maintenance, configuration, fault diagnosis, and recovery tasks. Uplogix's products, such as the Uplogix 5000 Local Manager and Control Center, are designed to manage distributed IT infrastructures, enabling enterprises to address routine IT issues at remote locations, branch offices, and data centers. Uplogix serves various sectors, including federal, financial, healthcare, energy, and retail, and also offers program consulting and training services. The company's technology aids in reducing operational costs and site visits by providing comprehensive security management and compliance solutions.

Trulia

Series B in 2005
Trulia is a real estate search platform that assists buyers and renters in locating homes and neighborhoods across the United States. Established in 2005 and based in San Francisco, Trulia provides users with a range of tools and resources, including detailed property listings, local insights, and interactive map overlays that highlight factors such as commute times, crime rates, school quality, and nearby businesses. The platform features innovative services like Trulia Neighborhoods, which offers original photography, drone footage, and resident reviews to give users a comprehensive view of specific areas. Another notable feature, What Locals Say, gathers opinions from local residents through polls and reviews, enhancing the user experience. Additionally, Trulia provides information on local nondiscrimination laws through its Local Legal Protections service, further supporting prospective residents in their housing decisions. As a subsidiary of Zillow Group, Trulia focuses on delivering a user-friendly experience that helps individuals understand what living in a particular neighborhood entails.

Trulia

Series A in 2005
Trulia is a real estate search platform that assists buyers and renters in locating homes and neighborhoods across the United States. Established in 2005 and based in San Francisco, Trulia provides users with a range of tools and resources, including detailed property listings, local insights, and interactive map overlays that highlight factors such as commute times, crime rates, school quality, and nearby businesses. The platform features innovative services like Trulia Neighborhoods, which offers original photography, drone footage, and resident reviews to give users a comprehensive view of specific areas. Another notable feature, What Locals Say, gathers opinions from local residents through polls and reviews, enhancing the user experience. Additionally, Trulia provides information on local nondiscrimination laws through its Local Legal Protections service, further supporting prospective residents in their housing decisions. As a subsidiary of Zillow Group, Trulia focuses on delivering a user-friendly experience that helps individuals understand what living in a particular neighborhood entails.

Uplogix

Series A in 2005
Uplogix, Inc. is a provider of local network management and monitoring solutions, established in 2003 and headquartered in Austin, Texas, with additional offices in London and Monterrey. The company specializes in integrated remote management solutions, including secure remote management appliances and a Remote Management Operating System that automates system maintenance, configuration, fault diagnosis, and recovery tasks. Uplogix's products, such as the Uplogix 5000 Local Manager and Control Center, are designed to manage distributed IT infrastructures, enabling enterprises to address routine IT issues at remote locations, branch offices, and data centers. Uplogix serves various sectors, including federal, financial, healthcare, energy, and retail, and also offers program consulting and training services. The company's technology aids in reducing operational costs and site visits by providing comprehensive security management and compliance solutions.

eHarmony

Series B in 2004
eHarmony, Inc. is an online dating service established in 2000, headquartered in Santa Monica, California. The platform is designed to connect singles through a Compatibility Matching System, which utilizes a comprehensive 250+ item questionnaire to assess compatibility based on various dimensions, including values, character, intellect, humor, and religious beliefs. By analyzing 29 compatibility factors and applying algorithms rooted in 35 years of clinical research, eHarmony aims to facilitate meaningful long-term relationships. The service boasts over 20 million registered users and operates in multiple countries, including the United States, Canada, the United Kingdom, Australia, and Brazil. Notably, the platform claims that an average of 542 users marry each day in the U.S. as a result of its matchmaking efforts, underscoring its impact on contemporary relationships.

eHarmony

Series A in 2000
eHarmony, Inc. is an online dating service established in 2000, headquartered in Santa Monica, California. The platform is designed to connect singles through a Compatibility Matching System, which utilizes a comprehensive 250+ item questionnaire to assess compatibility based on various dimensions, including values, character, intellect, humor, and religious beliefs. By analyzing 29 compatibility factors and applying algorithms rooted in 35 years of clinical research, eHarmony aims to facilitate meaningful long-term relationships. The service boasts over 20 million registered users and operates in multiple countries, including the United States, Canada, the United Kingdom, Australia, and Brazil. Notably, the platform claims that an average of 542 users marry each day in the U.S. as a result of its matchmaking efforts, underscoring its impact on contemporary relationships.

AvantGo

Venture Round in 2000
AvantGo, Inc. specializes in mobile infrastructure software and services that facilitate access to Internet-based content and corporate applications on handheld devices and Internet-enabled phones. The company offers its AvantGo M-Business Server and mobile applications to enable clients to provide their employees, customers, suppliers, and business partners with seamless access to vital business information. AvantGo's mobile Internet service allows users to access mobile-formatted online content and applications, featuring capabilities such as an offline browser and desktop synchronization client. The company has also been recognized for its contributions to the mobile sector, having been selected by Microsoft to participate in the Microsoft Mobility Partner Advisory Council.

Wily Technology

Series A in 2000
Wily Technology, Inc. is a provider of enterprise application management solutions, serving a diverse array of sectors including financial services, telecommunications, insurance, government, and healthcare. The company specializes in products that help organizations monitor and manage the health and availability of their web applications and infrastructure. Its key offerings include Introscope, a performance management tool; Customer Experience Manager, which identifies customer transaction issues; Portal Manager, an enterprise portal management solution; and Web Services Manager, designed for comprehensive performance management of web services. Founded in 1998 and headquartered in Brisbane, California, Wily Technology also has offices in Japan, Singapore, the United Kingdom, Germany, and France. In 2006, it became a subsidiary of CA, Inc.
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