CIP Capital

CIP Capital is a private equity and venture capital firm specializes in investments in growth capital, early stage, recapitalizations, buyouts, and industry consolidations transactions in emerging growth and middle market companies. The firm typically invests in tech enabled services, business information, B2B information, business services, marketing services, knowledge services, and outsourced services sectors. Across B2B information, the firm focuses its investments on compliance/regulatory, proprietary data and analytics, real estate and construction data, healthcare information, energy/Ag Information, SaaS/SaaP solutions, financial information, B2B publishing, and exhibitions. Across tech enabled services, the firm focuses to invest in healthcare services, document services, content process outsourcing, human capital management/PEO, business intelligence and customer analytics, outsourced education services, omni-channel communications, revenue cycle /payment solutions, technology enabled workflow solutions, e-commerce services, information technology services/ data centers, facilities services, legal services, tax, accounting services, consulting/ consulting services, and customer care/call centers. Across marketing services, the firm focuses on performance based marketing, interactive marketing, CRM/customer retention solutions, data driven customer acquisition, digital production, out of home advertising, in-store merchandising, lead generation, and direct response. In knowledge services, the firm focuses its investments on testing assessment/services, online training services, curriculum and content development, corporate training, certification, e-learning, entertainment,/gaming, post-secondary institutions, and early childcare/K-12 schools. It seeks to invest in North America. The firm primarily invests between $25 million and more than $125 million in companies with revenues between $20 million and more than $100 million, enterprise values between $50 million and $200 million, and EBITDA between $5 million and more than $25 million. It invests from $25 million to $75 million in a portfolio company with target transaction size typically ranging from $50 million to $150 million. The firm typically invests in companies as controlling private equity shareholder in majority of deals and frequently seeks to make tuck in acquisitions from portfolio company platforms and prefers to take majority stake. CIP Capital was founded in 2010 and is based in New York, New York.

Daniel Ayeroff

VP

Michael Barack

Senior Associate

Raman Brar

Advisor

Kevin Formica

Principal

Michael Grady

MD

John Josif

Senior Associate

Bobby Kelly

Partner

Daniel Lee

VP

Yan Levinski

VP

Justin Lipton

Co-Founder and Managing Partner

Scott Marden

Managing Partner

Natasia Musumeci

Senior Marketing Associate

Daniel Schwartz

Advisor

Melissa Vlak

MD and COO

Andrew Weisman

VP

27 past transactions

Community Investors

Venture Round in 2015
CII is a leading provider of software-as-a-service (“SaaS”) based community management software tools, serving a wide range of community associations and condominium associations located throughout the United States and Canada. MCG’s investment was made to refinance CII’s existing indebtedness. CII is a portfolio company of K1 Capital (“K1”), a private equity firm focused on making investments in high growth software and technology businesses.

Benefit Resource, Inc.

Private Equity Round in 2019
Benefit Resource provides administration of tax-free benefits programs such as Commuter Benefit Plans, Flexible Spending Accounts, Health Reimbursement Accounts and Health Savings Accounts. Additionally, Benefit Resource provides COBRA Administration services.

Auxilium Pharmaceuticals

Series D in 2003
Auxilium Pharmaceuticals (NASDAQ: AUXL) was founded in 1999 to develop and market pharmaceutical products that focus on urology and sexual health. While we remain dedicated to this founding principle, Auxilium’s mission has expanded to include the development and marketing of novel treatment options for many of society’s unmet medical needs.

3Pillar Global

Private Placement in 2020
3Pillar Global, Inc., a software development company, provides digital product development and engineering services. It offers product strategy, product management, user experience and design, product architecture, agile product engineering, QA automation, and DevOps and cloud Ops services. The company develops software on various technologies, such as mobile, cloud, and big data. It serves software and SaaS, media and publishing, information services, and retail industries. 3Pillar Global, Inc. was formerly known as Three Pillar Global, Inc. The company was founded in 2006 and is headquartered in Fairfax, Virginia with locations in Cluj-Napoca, Timi?oara, and Ia?i, Romania; Boston, Massachusetts; New York, New York; London, United Kingdom; and Noida, India.

OnCourse Learning Corp.

Acquisition in 2014
OnCourse Learning helps people get started and succeed in their chosen professions. OnCourse Learning is an education and compliance solutions provider for individuals, companies, educators, and government agencies seeking educational excellence, professional compliance, occupational tools, customized training solutions, and new careers. Customers choose from four proven brands for their personalized needs – ProSchools, TrainingPro, Quickcert, and AHIT. OnCourse Learning was recognized on the 2011 Inc. 5000 list as one of America’s fastest growing companies. Founded in 2007, OnCourse Learning is a privately held company based in Milwaukee, WI.

People 2.0, Inc.

Acquisition in 2019
People 2.0, Inc. offers business process outsourcing (BPO) services to staffing and recruiting industry. The company provides employer of record (EOR), agent of record (AOR), and statement of work (SOW) administration solutions. Additionally, it offers management and hosted technologies, payroll and tax administration, credit and collections support, HR and legal support, system reports, consulting and advising, payroll funding, risk and insurance management, and accounting and onboarding and time collection solutions. The company caters to independent recruiters, online recruitment platforms, staffing companies, managed service providers, and compliance services companies. People 2.0, Inc. was formerly known as PTZ Rollover Holdings, Inc. and changed its name to People 2.0, Inc. in June, 2019. The company was founded in 2001 and is based in Exton, Pennsylvania.

People 2.0, Inc.

Merger/Acquisition in 2019
People 2.0, Inc. offers business process outsourcing (BPO) services to staffing and recruiting industry. The company provides employer of record (EOR), agent of record (AOR), and statement of work (SOW) administration solutions. Additionally, it offers management and hosted technologies, payroll and tax administration, credit and collections support, HR and legal support, system reports, consulting and advising, payroll funding, risk and insurance management, and accounting and onboarding and time collection solutions. The company caters to independent recruiters, online recruitment platforms, staffing companies, managed service providers, and compliance services companies. People 2.0, Inc. was formerly known as PTZ Rollover Holdings, Inc. and changed its name to People 2.0, Inc. in June, 2019. The company was founded in 2001 and is based in Exton, Pennsylvania.

SBI

Private Equity Round in 2020
SBI is a sales and marketing consultancy focused on helping B2B companies make the number. Learn about Their services, case studies, team, clients, references, pricing, competitors, how They work, careers, and contact information below.

Sales Benchmark Index LLC

Merger/Acquisition in 2020
Sales Benchmark Index LLC provides sales consulting services to organizations across the private and public sectors. It offers sales strategy, territory design, lead generation, sales process, channel management, sales force sizing, sales force structure, talent management, sales compensation planning, sales performance management, key account management, and quota setting services. The company is based in Dallas, Texas.

Magnolia Broadband

Series B in 2002
Magnolia Broadband, Inc. provides RF services to the wireless market. It offers value proposition and broadband technology products to the multimedia services. The company was founded in 2000 and is based in Englewood, New Jersey.

Carnegie Learning, Inc.

Merger/Acquisition in 2018
Carnegie Learning is a leading publisher of innovative, research-based math curricula for middle school, high school, and post-secondary students. Providing differentiated instruction to schools across the United States, Carnegie Learning is helping students to succeed in math, creating a gateway to graduation and preparing them for the 21st century.

Benefit Resource, Inc.

Private Placement in 2019
Benefit Resource provides administration of tax-free benefits programs such as Commuter Benefit Plans, Flexible Spending Accounts, Health Reimbursement Accounts and Health Savings Accounts. Additionally, Benefit Resource provides COBRA Administration services.

Carnegie Learning, Inc.

Private Equity Round in 2018
Carnegie Learning is a leading publisher of innovative, research-based math curricula for middle school, high school, and post-secondary students. Providing differentiated instruction to schools across the United States, Carnegie Learning is helping students to succeed in math, creating a gateway to graduation and preparing them for the 21st century.

Magnolia Broadband

Series A in 2001
Magnolia Broadband, Inc. provides RF services to the wireless market. It offers value proposition and broadband technology products to the multimedia services. The company was founded in 2000 and is based in Englewood, New Jersey.

FRONTSTEPS

Merger/Acquisition in 2015
FRONTSTEPS is a software platform for HOAs, Builders, Security & Patrol Experts, Realtors and Homeowners. We deliver technologies to simplify how people build, connect, operate and secure modern communities, with a diverse range of products and services — all under the FRONTSTEPS identity.

American List Counsel, Inc.

Merger/Acquisition in 2018
American List Counsel, Inc. provides postal and digital data marketing solutions. It offers customer acquisition solutions, including discovery, strategic development, implementation, and communication; data management solutions; and insert media solutions, insert media management programs, and insert media brokerage programs. The company also offers 3D data solutions for investors by type and portfolio size, estate owners, green affluent, luxury travelers, pentamillionaires, philanthropists, luxury auto owners, and yacht and private aircraft owners; C-level executives, top and middle managers, human resources executives, information technology decision-makers, SoHo selectors, seminar selectors, pension management executives, professionals, and licensed practitioners; and physicians by specialty, nurses, medical office managers, hospital management, dental professionals, dental office managers, pharmacists, allied health professionals, alternative health practitioners, and consumers with ailments. In addition, it offers Milestones that are life-changing events in various categories, including apparel, appliances, automotive, books/magazines, credit card, education/seminar, electronics/computers, entertainment/leisure, financial services, home décor/furnishings, home improvement, home security, insurance, mail order catalog, memberships/fundraising, recreation, telecommunications, and vacations/travel. Further, the company offers data driven digital solutions, including Footprint D3, a multichannel media tool for serving relevant digital display content to targeted online individuals; and data processing solutions. It serves clients ranging from financial institutions to non-profit organizations; catalog marketers to retailers; magazines, newsletters, and book clubs to home entertainment marketers; telcos to the high tech sector; juvenile to senior marketers; B2B to B2C; and various categories. The company was founded in 1978 and is based in Princeton, New Jersey.

Affinitiv, Inc.

Private Equity Round in 2016
Affinitiv is a leading marketing technology company exclusively serving automotive manufacturers (OEMs), dealership groups, and individual dealers. Affinitiv enables its customers to produce, manage, measure, and optimize multi-channel communications to drive brand loyalty and increase revenue across the dealership. Affinitiv’s digital and analytic capabilities offer an end-to-end solution that supports a consistent experience across the entire consumer lifecycle.

CARCO Group, Inc.

Merger/Acquisition in 2016
CARCO protects businesses and consumers through its technology platforms, located in Holtsville, NY.

GlynnDevins, Inc.

Merger/Acquisition in 2018
GlynnDevins is a marketing and advertising company offering senior living marketing and advertising services. GlynnDevins helps senior living communities achieve occupancy and other key targets through its broad solution offering that includes market research, brand and communications management, lead generation and conversion strategies, marketing content development and distribution, sales enablement and training, and community engagement tools.

GiftCertificates.com

Series A in 2001
GiftCertificates.com™ is a leading e-commerce provider of innovative reward solutions and gift products for both the corporate and consumer markets. GiftCertificates.com is the reward and gift brand of choice in today's marketplace. GiftCertificates.com offers an extensive product portfolio including their SuperCertificate® Reward which is redeemable for hundreds of original merchant gift cards. GiftCertificates.com also features a variety of Specialty SuperCertificate®, Merchant, MasterCard® and American Express®-branded Gift and Reward Cards. The company offers the best turnaround time and reliability in the industry. Established in 1997, GiftCertficates.com is a privately held corporation with locations in Omaha, NE. and New York City, NY.

Compliance Solutions Strategies

Merger/Acquisition in 2017
CSS is a global regtech platform delivering a set of comprehensive and complementary technology-enabled regulatory solutions.

GlynnDevins, Inc.

Private Equity Round in 2018
GlynnDevins is a marketing and advertising company offering senior living marketing and advertising services. GlynnDevins helps senior living communities achieve occupancy and other key targets through its broad solution offering that includes market research, brand and communications management, lead generation and conversion strategies, marketing content development and distribution, sales enablement and training, and community engagement tools.

CoAdvantage

Acquisition in 2013
CoAdvantage provides integrated HR solutions that includes payroll processing, benefits, compliance, and human resources administration. An outsourcing partnership with CoAdvantage provides a team of consultants and specialists to manage its users’ payroll processing, benefit administration, risk management, and employee development. From their implementation process based on Six Sigma methodology to the web and mobile technologies, their product offering makes outsourcing HR preserves its users’ time and allows them to focus on company growth. CoAdvantage is a U.S.-based company that was founded in 1997.

New Mountain Learning

Private Placement in 2018
New Mountain Learning, LLC provides print and technology products and services for a range of learning needs, including world language, religion education, secondary and post secondary technical/computer applications training, career counseling, life skills, and job search guidance. It also provides print and digital learning solutions in computer technology, health careers, personal finance, literature, economics, American government, biotechnology, accounting, computer literacy, and business technology. The company serves K-12 and post secondary markets and their communities. It has strategic partnerships with RCL Benziger, Back2Back Ministries, A.D.A.M. Education, QS/1, ProCert Labs, Egmont, Edinumen, Cle International, Cideb, ELI Publishing, and LiveABC. The company was founded in 2012 and is based in St. Paul, Minnesota.

WilsonHCG

Private Equity Round in 2017
WilsonHCG is a global talent solutions leader that operates on the principle of providing true partnership to our clients. Delivering business-impacting talent solutions, including recruitment process outsourcing (RPO), talent consulting, and executive search, WilsonHCG is transforming its clients' businesses through their talent. While optimizing clients' talent strategies is essential, WilsonHCG recognizes the relationships they develop lead to the results their clients realize. The company has received awards in the industry, including being recognized on HRO Today magazine's Baker’s Dozen list seven years in a row. Their clients receive plenty of accolades, too. Most recently, a client received several HR excellence awards after working with WilsonHCG, including the Most Effective Recruitment Strategy.

New Mountain Learning

Venture Round in 2018
New Mountain Learning, LLC provides print and technology products and services for a range of learning needs, including world language, religion education, secondary and post secondary technical/computer applications training, career counseling, life skills, and job search guidance. It also provides print and digital learning solutions in computer technology, health careers, personal finance, literature, economics, American government, biotechnology, accounting, computer literacy, and business technology. The company serves K-12 and post secondary markets and their communities. It has strategic partnerships with RCL Benziger, Back2Back Ministries, A.D.A.M. Education, QS/1, ProCert Labs, Egmont, Edinumen, Cle International, Cideb, ELI Publishing, and LiveABC. The company was founded in 2012 and is based in St. Paul, Minnesota.

3Pillar Global

Private Equity Round in 2020
3Pillar Global, Inc., a software development company, provides digital product development and engineering services. It offers product strategy, product management, user experience and design, product architecture, agile product engineering, QA automation, and DevOps and cloud Ops services. The company develops software on various technologies, such as mobile, cloud, and big data. It serves software and SaaS, media and publishing, information services, and retail industries. 3Pillar Global, Inc. was formerly known as Three Pillar Global, Inc. The company was founded in 2006 and is headquartered in Fairfax, Virginia with locations in Cluj-Napoca, Timi?oara, and Ia?i, Romania; Boston, Massachusetts; New York, New York; London, United Kingdom; and Noida, India.