Symphony Technology Group

Symphony Technology Group (STG) is a California-based private equity firm established in 2002, focusing on investments in software and technology companies in the United States. The firm aims to build and enhance leading software and services companies by providing not only capital but also transformation expertise. This approach helps its portfolio companies maximize value for their clients, foster innovation-driven growth, and attract and retain top talent. STG's portfolio currently includes nine global companies, reflecting its commitment to achieving high standards of business performance across the technology sector.

Lex Alvarez

Private Equity Associate

Marc Bala

Managing Director

Edoardo Bounous

European Director of Business Development

Kelly Carlson

MD, Head of Talent

William Chisholm

Co-Founder, Managing Partner and Chief Investment Officer

Nanette Desmet

Executive Services Director

Edouard Didier

Vice President

Sy Fahimi

Member of the Executive Team and Operating Partner

Quinlan Fang

Vice President

Douglas Marshall Haines

Managing Director

Adam Hendricks

Vice President

Stephen Henkenmeier

Managing Director and Chief Financial Officer

Rachit Joshi

Private Equity Senior Associate

Sid Kapur

Private Equity Associate

Ringo Kim

Private Equity Associate

Ryan P. Kluft

Senior Associate

Chris Langone

Managing Director, Head of Business Development

Eric Lun

Private Equity Associate

Mahinder Mathrani

Operating Partner

Douglas P. Smith

CTO In Residence

Parker Teufel

Private Equity Associate

John Tristan Treadwell

Managing Director

Romesh Tekchand Wadhwani

Founder, Chairman and Chief Executive Offcier

27 past transactions

Trace One

Acquisition in 2021
Trace One is a company that specializes in providing a SaaS-based e-collaborative platform tailored for private-label quality management. Established in 2000 and headquartered in Paris, France, it operates additional offices in various locations including the United States, Portugal, Spain, the United Kingdom, and Germany. The platform includes several tools designed to support the entire product development process, such as project management, product specification, quality control planning, and packaging coordination. Trace One also offers solutions for issue tracking and supply chain transparency, enabling better oversight and communication among retailers, manufacturers, and suppliers. Their analytics tools help convert raw data into actionable insights, while their community management features foster collaboration among stakeholders. Additionally, Trace One provides professional services and software implementation to enhance user experience. Overall, the company aims to accelerate product innovation and improve transparency for both private label and national brands.

CommPartners

Acquisition in 2021
CommPartners mission is to help organizations conceive, develop and fulfill their education strategy. Their collaboration and support helps to position their clients as the premiere source for knowledge within their communities. Their solutions begin with Elevate LMS, their award winning learning platform, that provides a central knowledge community that drives engagement and collaboration. To extend the value of Elevate, CommPartners provides a wide range of online education services including curriculum design, instructional design, webinars, webcasts, livestream programs and virtual conferences. CommPartners focus is to work with their clients to create quality education experiences that engage and inspire the learner.

McAfee-Enterprise business

Acquisition in 2021
McAfee-Enterprise business has set the pace and standard within the cybersecurity industry for more than 30 years and has become a recognized leader for device-to-cloud cybersecurity solutions.

RSA

Acquisition in 2020
RSA Security LLC specializes in providing intelligence-driven security solutions aimed at addressing complex security challenges for various industries, including banking, healthcare, technology, and government. The company offers a comprehensive range of services, such as threat detection and response, fraud prevention, identity and access management, and integrated risk management. RSA's solutions emphasize information integrity and confidentiality throughout the data lifecycle, ensuring robust protection against threats like phishing and account takeover. With a client base that includes over 90% of Fortune 500 companies, RSA utilizes a combination of direct sales, distributors, and strategic partnerships with firms like Accenture and Microsoft to deliver its products. Founded in 1982 and headquartered in Bedford, Massachusetts, RSA operates as a subsidiary of Dell EMC, continuing to innovate in the security domain to help organizations safeguard their information assets and leverage new business opportunities.

Nomis Solutions

Acquisition in 2020
Nomis Solutions provides pricing and profitability management strategies for financial services companies. It offers pricing advisory services such as data insights, discretion policy, full and limited in-market deployment, one-day pricing seminars, periodic pricing, price test, and more. The company offers its solutions to auto finance, consumer deposit, home equity, mortgage, personal lending, and small businesses. Its customers have optimized over $600 billion in banking transactions and generated over $600 million in incremental profits. Based in San Bruno, California, Nomis Solutions was founded in 2004.

CadmiumCD

Venture Round in 2020
CadmiumCD, LLC develops cloud based event management software. The company operates myCadmium, an event management platform that offers services, such as booth and sponsorship sales, floor plan for trade shows, conferences and events review and submissions, event website and planning, application for conference attendee engagement, speaker/exhibitor management, digital posters, and speaker ready room software. The company caters to hospitals, universities, associations, publishers, and event management companies. The company was founded in 2000 and is based in Forest Hill, Maryland with additional office in Cranbrook, United Kingdom.

Escalent

Acquisition in 2019
Escalent is a human behavior and analytics firm that specializes in providing market research services to various industries undergoing disruption and transformation. Formed from the merger of Market Strategies International and Morpace, Escalent serves sectors such as energy, financial services, healthcare, information technology, pharmaceuticals, and government. The company offers a range of services, including customer satisfaction measurement, market opportunity assessment, communications evaluation, issue and policy strategy, e-commerce assessment, and brand development. By focusing on understanding human and market behaviors, Escalent enables its clients to effectively navigate challenges and capitalize on opportunities in a rapidly changing business landscape.

RedSeal

Acquisition in 2019
RedSeal develops security risk management (SRM) software and solutions and helps companies eliminate cyber threats. RedSeal was founded in 2004, helps Global 2000 organizations defend their critical digital assets. RedSeal gets ahead of cyber criminals by calculating every possible internal and external “attack path” to the most valuable network assets – before they do. Customers get a prioritized list of the most vulnerable paths to their most valuable assets. More than 200 corporations and government agencies worldwide have RedSealed their networks, including five of the top 50 financial institutions, all of the major security vendors, fifteen of the Fortune 100 retail companies, and a number of US government organizations including the US Army, US Navy, US Postal Service and the FAA. Key commercial customers include Nationwide, Oracle, Cisco and First Data. RedSeal partners with all of the top suppliers of network infrastructure (Cisco, Juniper Networks, Fortinet, Arista, Aruba, Check Point, Palo Alto Networks, F5). Its software integrates with all industry leading security solutions (McAfee, Symantec, Qualys, HP ArcSight, Rapid7, Splunk,Tripwire, MaxPatrol, nMap) as well as with major workflow vendors (ServiceNow, Remedy), providing the most comprehensive validation of network security. RedSeal is backed by prominent venture investors including Venrock, Leapfrog Ventures, Sutter Hill Ventures, JAFCO Ventures, Olympic Venture Partners and In-Q-Tel.

RedSeal

Private Equity Round in 2019
RedSeal develops security risk management (SRM) software and solutions and helps companies eliminate cyber threats. RedSeal was founded in 2004, helps Global 2000 organizations defend their critical digital assets. RedSeal gets ahead of cyber criminals by calculating every possible internal and external “attack path” to the most valuable network assets – before they do. Customers get a prioritized list of the most vulnerable paths to their most valuable assets. More than 200 corporations and government agencies worldwide have RedSealed their networks, including five of the top 50 financial institutions, all of the major security vendors, fifteen of the Fortune 100 retail companies, and a number of US government organizations including the US Army, US Navy, US Postal Service and the FAA. Key commercial customers include Nationwide, Oracle, Cisco and First Data. RedSeal partners with all of the top suppliers of network infrastructure (Cisco, Juniper Networks, Fortinet, Arista, Aruba, Check Point, Palo Alto Networks, F5). Its software integrates with all industry leading security solutions (McAfee, Symantec, Qualys, HP ArcSight, Rapid7, Splunk,Tripwire, MaxPatrol, nMap) as well as with major workflow vendors (ServiceNow, Remedy), providing the most comprehensive validation of network security. RedSeal is backed by prominent venture investors including Venrock, Leapfrog Ventures, Sutter Hill Ventures, JAFCO Ventures, Olympic Venture Partners and In-Q-Tel.

AFS Technologies

Private Equity Round in 2018
AFS Technologies, Inc., doing business as Advanced FoodSystems, provides food and beverage enterprise software solutions in North America and the Caribbean. Its solutions include distribution and financials, warehouse management, replenishment, business intelligence, Web order management, mobile sales automation, mobile delivery automation, and processing. The company also provides implementation, professional, support, and training services. It serves industries, such as grocery and foodservice, meat and poultry, fish and seafood, candy and tobacco, refrigerated and frozen, produce, and wine and spirits. The company was founded in 1985 and is headquartered in Phoenix, Arizona.

Extenda

Acquisition in 2018
Extenda Retail AB is a software developer based in Stockholm, Sweden, specializing in solutions for the retail sector. Founded in 2001, the company provides a comprehensive range of offerings, including self-scanning, self-checkout, and point-of-sale systems tailored for grocery, pharmacy, and high-volume specialty retailers. Its software solutions facilitate the optimization of in-store services, central operations, and supply chains, helping clients enhance efficiency and profitability. Extenda Retail also delivers professional services such as application management, project management, and consultancy to support retailers in managing their operations effectively. The company’s products are utilized in over 35 countries, underscoring its global reach and commitment to driving digital transformation within the retail industry.

Winshuttle

Acquisition in 2018
Winshuttle is the ERP Usability Company, providing software products that enable business users to work with SAP directly from Excel, Web forms and other interfaces without any programming. SAP users often struggle to effectively run the complex business processes supported by SAP. Winshuttle solves this problem by offering familiar interfaces to SAP, which improves productivity and saves customers significant time and money. Winshuttle’s suite of solutions work with all SAP modules, enabling both business and IT users to solve any SAP data or business process challenge by securely expanding SAP interactions to both employees and partners. Thousands of global customers use Winshuttle to make their SAP lives easier. Founded in 2003 and headquartered in Bothell, Washington, Winshuttle has offices in the United Kingdom, France, Germany and India.

Fishbowl

Acquisition in 2017
Fishbowl operates as a dual-focused business, providing a social networking platform and a marketing and analytics service for the restaurant industry. The social networking aspect connects professionals across various fields, such as law, finance, and technology, facilitating candid discussions about workplace topics and career advice in a supportive environment. Meanwhile, Fishbowl’s marketing and analytics software serves the restaurant sector by offering tools for promotions, menu optimization, and customer relationship management. This service helps restaurants enhance guest experiences and make informed, data-driven decisions to boost profitability. Both facets of the business emphasize engagement and support, catering to the needs of professionals and restaurants alike.

Bond International Software

Acquisition in 2016
Bond International Software is a global provider of Staffing and Recruitment software with over 40 years of recruitment industry experience. Headquartered in the United Kingdom, with offices in the United States, Australia, Japan, Singapore, China and Hong Kong, Bond has consistently achieved financial growth and maximised investment in the development of technology, services and support provided to its international client base. AdaptUX by Bond is a powerful staffing and recruitment software system delivering the ultimate user experience. AdaptUX is the central hub of all recruitment activity, streamlining processes and providing consultancies of all sizes with cutting-edge tools. AdaptUX enables recruiters to be as effective as possible and gain the competitive advantage. AdaptUX has earned Bond a reputation for enhancing business growth and profitability throughout the global recruitment industry.

Breezy

Series B in 2016
Breezy HR modernizes the hiring process with end-to-end recruiting software built to scale for every-sized team. The company's software advertises open positions on job boards, organize applicants in drag and drop pipeline, schedule and host video interviews, streamline team and candidate communication. Breezy HR was founded in 2014 and is headquartered in Jacksonville, Florida.

Simmons

Acquisition in 2015
Every year, tens of thousands of households participate in the National Consumer Survey, which gathers information on the lifestyles, media habits, and product/brand preferences of American families. Simmons Market Research conducts high-quality national research studies with over 25,000 consumers annually. We have been documenting the lives of American consumers for over 60 years. Founded in 1952 by Willard Simmons as Simmons Market Research Bureau, the company has evolved into one of the leading authorities of the American consumer. Simmons Market Research randomly selects households across the country via a scientific process to represent communities like yours. We ask consumers to tell us about what they eat, what they read, watch and listen to, which sports and other activities they enjoy, which products they buy, and how they feel about the consumer decisions they make every day.

Govini

Series C in 2015
Govini is a leading business intelligence platform tailored for companies engaging with the public sector. It specializes in providing proprietary analytics that address crucial aspects of the business development lifecycle, including market size, opportunity qualification, competitive positioning, and partner profiling. By leveraging a comprehensive database, Govini offers clients across various industries a significant advantage in navigating government opportunities. The platform integrates advanced data science and artificial intelligence to deliver decision-grade information, enhancing the analytical capabilities of federal agencies and enabling them to tackle complex challenges effectively. Through its robust framework, Govini supports organizations in making informed decisions and optimizing their strategies in the government market.

Dodge Data & Analytics

Acquisition in 2014
Dodge Data & Analytics specializes in providing data, analytics, news, and intelligence tailored for the North American commercial construction industry. Founded in 1981, the company serves a diverse clientele that includes building product manufacturers, general contractors, subcontractors, architects, and engineers. Its offerings enable these professionals to size markets, prioritize prospects, and enhance their relationships, ultimately helping them to strengthen their market positions and optimize sales strategies. Dodge Data & Analytics encompasses a range of brands, including Dodge, Dodge MarketShare, Dodge BuildShare, Dodge SpecShare, Sweets, Architectural Record, and Engineering News-Record, which collectively support the mission-critical operations of construction professionals through comprehensive information and software-based workflow integration services.

Shopzilla

Acquisition in 2011
Shopzilla manages a portfolio of online shopping brands that helps shoppers discover, review, and buy goods online. Reaching a global audience of over 40 million shoppers each month through both its destination websites and affiliate network, Shopzilla connects shoppers with over 100 million products from tens of thousands of retailers per month. Its portfolio of online shopping brands consist of Bizrate, Beso, Retrevo, PrixMoinsCher, and SparDeinGeld as well as a series of B2B businesses, including Bizrate Insights, Shopzilla Publisher Program, and a display and audience targeting division, Aisle A. Shopzilla was founded by Farhad Mohit and Henri Asseily in June 1996 and is based in London, United Kingdom. With offices in Los Angeles, San Diego, New York, Chicago, and London, Shopzilla operates websites and business services in the United States, the United Kingdom, France, Germany, and Canada.

ImpactRx

Acquisition in 2011
ImpactRx, Inc. operates as a promotion research organization for the pharmaceutical industry in the United States. The company tracks and evaluates the impact of pharmaceutical promotions on the prescribing behavior of the physicians. Its ImpactRx technology enables to collect and process the information on the perceptions and activities of physicians, as well as allows pharmaceutical companies to diagnose and predict the efficiency and effectiveness of sales and marketing initiatives. The company structures its data into a range of syndicated and semi-custom products in the areas of brand management and market research, sales management, managed care marketing, and oncology sales and marketing to assist pharmaceutical and biotech enterprises in decision making. ImpactRx, Inc. was founded in 2000 and is headquartered in Mount Laurel, New Jersey.

Factor Technology Group

Acquisition in 2011
Factor TG is the trusted source for branding and sales data and insights for the marketing planning organization. Factor TG provides direct consumer measurement of branding and sales effects of your individual marketing activities such as cross media advertising, events, sponsorships, etc., to produce timely insights into tactical performance, optimization recommendations, and ROI reporting. Factor TG is a privately held corporation located in San Francisco's Financial District, with operations in Asia and Europe.

First Advantage

Acquisition in 2011
First Advantage Corporation specializes in providing background screening, identity verification, and information solutions to employers and housing providers globally. The company offers a wide range of services, including employment background checks, identity validation, criminal record searches, and drug testing management. Additionally, First Advantage provides personal background checks, resident screening solutions for property managers, and tailored services for various industries such as finance, healthcare, and retail. The firm emphasizes enhancing the candidate experience through its comprehensive solutions, which are designed to improve decision-making in talent acquisition. Founded in 2003 and headquartered in Atlanta, Georgia, First Advantage has expanded its reach with locations in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. It also maintains a strategic partnership with Jobvite, further enhancing its offerings in the talent acquisition space.

Servigistics

Series D in 2007
Servigistics is the world's leading enterprise software solution provider for Service Lifecycle Management (SLM). As the recognized leader in SLM, Servigistics’ main goal is to help their clients transform their service business operations to achieve new sources of revenue, profits, competitive differentiation and customer loyalty. At Servigistics, their mission is to consistently deliver beyond their client expectations so they can consistently deliver beyond their customer expectations.

Trigo Technologies

Series C in 2003
Trigo Technologies specializes in developing product information management solutions tailored for global manufacturers, distributors, and retailers. The company provides software platforms that streamline and automate supplier business processes, allowing clients to effectively manage multiple online sales channels. Their solutions comply with industry standards and integrate seamlessly with suppliers' back-end systems, eProcurement systems, and various public and private marketplaces. Trigo Technologies serves a diverse clientele across the United States, Japan, and Europe. Founded in 2000, the company is headquartered in Brisbane, California.

GERS

Acquisition in 2003
GERS Retail Systems is a worldwide leader in information management software, hardware, and service solutions for the retail and direct marketing industries.
Counterpane delivers Managed Security Monitoring to some of the best-known corporations in e-commerce, finance, healthcare, hosting, insurance, manufacturing, pharmaceuticals, and transportation.

Servigistics

Series C in 2002
Servigistics is the world's leading enterprise software solution provider for Service Lifecycle Management (SLM). As the recognized leader in SLM, Servigistics’ main goal is to help their clients transform their service business operations to achieve new sources of revenue, profits, competitive differentiation and customer loyalty. At Servigistics, their mission is to consistently deliver beyond their client expectations so they can consistently deliver beyond their customer expectations.