BV Investment Partners

BV Investment Partners, L.P., founded in 1983 and based in Boston, Massachusetts, is a private equity firm focused on investments in the lower middle and middle market sectors, particularly within business services and technology. The firm specializes in buyouts, recapitalizations, growth equity investments, and industry roll-ups, primarily targeting companies in information, software, IT services, and tech-enabled business services. BV Investment Partners seeks to invest between $25 million and $125 million in companies with enterprise values ranging from $10 million to $1 billion, and sales between $10 million and $150 million, while aiming for EBITDA of $5 million to $25 million. The firm prefers to take either majority or minority stakes and often positions itself as a lead investor. Over its history, BV Investment Partners has invested more than $2.7 billion in over 80 companies, emphasizing a focus on North American firms.

Jason Adams

Principal

Rohan Aggarwal

Senior Associate

Eric Ahlgren

Managing Director

Kelly Albert

Associate

Sam Axelrod

Principal

Samuel Axelrod

Principal

John Batter

Principal

Jackson Bramley

Associate

Maggie Carter

COO

Robbie Cholnoky

Vice President

Patrick Fabrizio

Vice President

Justin H. Harrison

Managing Director

Jerry Hobbs

Operating Partner

Carolyn Hoglund

Senior Vice President and Controller

Jonathan Holmes

Managing Director, CFO and CCO

Shweta Kabadi

Operating Partner

Matthew J. Kinsey

Senior Managing Director

Nick Leahy

Associate

Emile Levesque

Associate

Jessica Li

Associate

Stephen Marquardt

Managing Director

Dan McConaghy

Associate

Matt McLaughlin

Associate

Lauren Morera

Vice President

Claire Park

Associate

Zach Polich

Vice President

Matthew Siatczynski

Vice President

Tom Stephens

Operating Partner

Laura Swearingen

Principal

Sean E. Wilder

Managing Director

Nathan Wise

Associate

Past deals in Consulting

Resource Innovations

Acquisition in 2021
Resource Innovations is a provider of demand-side management, energy efficiency, and energy consulting services.

Pharicode

Private Equity Round in 2020
PhariCode LLC provides technology services, managed services, and staff augmentation services to federal, state, and local government organizations. The company provides software development, engineering services, sustainment support, secure cloud migration and hosting, COTS integrations and configurations, and enterprise deployment solutions. The company was founded in 2016 and is based in Huntsville, Alabama.

GlideFast Consulting

Private Equity Round in 2020
GlideFast Consulting LLC provides information technology (IT) consulting, integrations, and managed support services to Fortune 500 companies. The company provides application development, implementations, managed support services, integrations, advisory, remote, pro-offerings, service portal, business continuity management, and training services. It also provides asset management, customer service management, performance analytics, security operations, IT service management, IT operations management, human resources (HR) service management, and IT governance and risk services. The company was incorporated in 2015 and is based in Woburn, Massachusetts. It has additional offices in Huntsville, Alabama; and San Antonio, Texas.

TopBloc

Private Equity Round in 2020
TopBloc is a consulting firm based in Chicago, Illinois, established in 2016. The company specializes in Workday implementations, offering both initial and phased rollout services. It provides a comprehensive suite of offerings, including financial implementation, help desk support, managed payroll services, and staff augmentation. TopBloc serves a diverse range of industries such as technology, financial services, and business services. The firm utilizes proprietary technology to enhance operational efficiency, streamline data extraction, and facilitate data migration for its clients, thereby helping them accelerate the implementation process and maximize the value derived from Workday solutions.

CivicPlus

Acquisition in 2019
CivicPlus is a provider of a cloud-based technology platform designed to enhance the operations of local governments across North America. Its comprehensive suite of solutions includes website and content management, citizen engagement tools, meeting and agenda management, emergency communications, and recreation management, among others. By integrating these services into a single platform, CivicPlus reduces information silos and enables government staff to work more efficiently. The platform also improves citizen interaction by allowing them to connect with their local government through their preferred channels. Additionally, CivicPlus offers customized training, consulting, and cybersecurity services, ensuring that municipalities and counties can effectively manage their resources and enhance community engagement.

CivicPlus

Private Equity Round in 2019
CivicPlus is a provider of a cloud-based technology platform designed to enhance the operations of local governments across North America. Its comprehensive suite of solutions includes website and content management, citizen engagement tools, meeting and agenda management, emergency communications, and recreation management, among others. By integrating these services into a single platform, CivicPlus reduces information silos and enables government staff to work more efficiently. The platform also improves citizen interaction by allowing them to connect with their local government through their preferred channels. Additionally, CivicPlus offers customized training, consulting, and cybersecurity services, ensuring that municipalities and counties can effectively manage their resources and enhance community engagement.

Intelliteach

Acquisition in 2019
Intelliteach was originally two complementary companies both servicing the legal industry. In 1987, CMS Management Solutions was established, focusing on assisting law firms and other professional services grow and manage their accounts receivable by offering accounting and financial support.

Consero Global LLC

Private Equity Round in 2018
Consero Global LLC is a provider of Finance as a Service solutions, catering to small and mid-market companies in the software/SaaS and professional services sectors. Founded in 2006 and headquartered in Austin, Texas, with additional offices in Boston and Bengaluru, the company offers a comprehensive suite of services designed to streamline financial operations. These services include financial leadership, planning, budgeting, forecasting, management reporting, audit support, and CFO consulting. Consero's Empower Financial Platform integrates professional finance staff, established processes, and cloud-based software applications, enabling clients to address complex financial requirements and scale operations efficiently. The company aims to provide a cost-effective alternative to maintaining an in-house finance function, allowing businesses to focus on growth while managing their financial processes effectively.

Risk International

Acquisition in 2018
Risk International, Inc. is a management consulting firm based in Fairlawn, Ohio, specializing in risk management and benefits services for Fortune 500 and midmarket enterprises. Founded in 1986, the company offers a range of outsourced services, including claims analysis, captive insurance oversight, and premium financing. It provides benefits advisory services, which encompass impact analysis, and claims management services, such as litigation support and safety controls. Additionally, Risk International delivers actuarial consulting for captive insurance programs, self-insurance strategies, and regulatory support. The company also features RiskOptics, a suite of benefits and risk management services tailored for mid-sized businesses, along with a customized risk management information system known as RDS. With additional locations in Cleveland, Charlotte, Charleston, London, and Ho Chi Minh City, Risk International aims to help clients navigate the complexities of the insurance landscape and optimize their risk-related expenditures.

Apps Associates

Acquisition in 2017
Apps Associates is a global provider of business and IT consulting services. We are passionate about helping our clients to adapt and grow in a changing world of technology by focusing on innovation, quality, process, workforce development and re-usable solutions.

C-4 Analytics

Venture Round in 2017
C-4 Analytics, LLC is a digital marketing agency specializing in creating connections between brands and their customers through data-driven strategies. Founded in 2008 and headquartered in Wakefield, Massachusetts, with additional offices in Ann Arbor, Michigan, and Chicago, Illinois, the company offers a range of services including analytics, business intelligence, conversion optimization, search engine marketing, search engine optimization, social media management, and audience targeting. C-4 Analytics serves diverse industries such as automotive, healthcare, energy, retail, and real estate, utilizing advanced analytics and real-time market data to inform advertising decisions. The agency focuses on effective marketing strategies tailored to modern media platforms, ensuring that their clients' messages drive desired customer behaviors without chasing fleeting trends.

REAN Cloud

Venture Round in 2016
REAN Cloud LLC provides cloud systems integration and managed services. The company provides consulting services in the areas of Amazon Web Services and Microsoft Azure; and managed services and solutions for hyper scale-integrated IaaS and PaaS providers. It serves enterprise customers, including financial services, healthcare/life sciences, education, and public sectors worldwide. The company was founded in 2013 and is headquartered in Herndon, Virginia. As of October 23, 2018, REAN Cloud LLC operates as a subsidiary of Hitachi Vantara Corporation.

TriCore Solutions

Private Equity Round in 2014
TriCore has helped more than 250 enterprise organizations unlock the business value from their IT investments. We specialize in Oracle Managed Services, Oracle EBS Managed Services, database managed services, cloud services, business analytics, and business intelligence. We provide a full suite of scalable and reliable managed application, cloud, infrastructure hosting, and consulting services to reduce costs, raise service levels, improve the customer experience, increase business agility, and accelerate innovation -- all delivered with the TriCore Trusted Promise.

Survey Sampling international

Venture Round in 2003
Celebrating 40 years in business, SSI <http://www.surveysampling.com/> is the premier global provider of data solutions and technology for consumer and business-to-business survey research. SSI reaches participants in 90+ sample countries via internet, telephone, mobile/wireless and mixed-access offerings. SSI staff operates from 40 offices and remote staff in over 20 countries, offering sample, data collection, CATI, questionnaire design consultation, programming and hosting, online custom reporting and data processing. SSI's employees serve more than 3,500 customers worldwide.
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