Edison Partners

Edison Partners L.P. is a private equity and venture capital firm established in 1986 and based in Princeton, New Jersey. The firm specializes in growth equity investments in technology-enabled solutions, focusing on sectors such as financial technology, healthcare information technology, and enterprise software. Edison Partners typically invests in companies with revenues between $5 million and $30 million, primarily targeting those exhibiting a growth rate of approximately 30 percent. Its investment strategy includes expansion capital, management buyouts, recapitalizations, and secondary stock purchases. The firm utilizes a holistic approach, offering strategic advisory services through its Edison Edge platform, which encompasses the Edison Director Network and executive education. Edison Partners manages over $1 billion in assets and has created an aggregate market value exceeding $5 billion across its active portfolio, which includes over 170 investments. The firm's primary geographic focus is the Mid-Atlantic and Northeast regions of the United States, including New Jersey, Pennsylvania, New York, and Maryland.

Joe Allegra

General Partner

Peter Bozian

Senior Associate

Kelly Ford Buckley

Partner

Christopher Clark

Operating Partner

Eileen Covey

Director of Finance and Operations

Robert Dickey

Vice President

Michael Dirla

Associate

Kristen Dumbeck

Vice President

Del Giannotti

Analyst

Joe Giquinto

Vice President of Finance

Joseph Gwozdz

Operating Partner

Daniel Herscovici

Partner

Michael Kopelman

General Partner

Jennifer Lee

Partner

Jean-Marc Levy

Operating Partner

Lenard Marcus

General Partner

Gregg Michaelson

General Partner

Jay Naik

Operating Partner

David Nevas

Partner

Tom Vander Schaaff

General Partner and Portfolio Management

Brendan Scher

Senior Associate

Steve Schloss

Operating Partner, Leadership Center of Excellence

Sherri Sklar

Operating Partner

Christopher Sugden

Managing Partner

Alexandria Symos

Vice President, Sales & Marketing Acceleration

Alex Symos

VP, Go-To-Market Center of Excellence

Joy Whitney

Research Director

Ryan Ziegler

General Partner

Vander Schaaff, Thomas

General Partner

Past deals in Virginia

LawnStarter

Venture Round in 2019
LawnStarter, Inc. is an online marketplace that connects consumers with lawn care professionals to provide a variety of lawn maintenance services. Founded in 2013 and based in Austin, Texas, the company offers essential services such as mowing, edging, and blowing, as well as specialty services like fertilization, aeration, over seeding, and leaf removal. LawnStarter facilitates instant quotes for consumers, allowing them to easily schedule lawn care services from insured professionals. The company's innovative algorithms utilize geolocation data to optimize route density for lawn care providers, enhancing their efficiency and profitability. LawnStarter operates in multiple states, including Florida, Georgia, Maryland, Minnesota, Missouri, North Carolina, Tennessee, Texas, Virginia, and the District of Columbia.

ExecVision

Series A in 2018
ExecVision Inc. operates a conversation intelligence platform designed specifically for coaching within sales and customer success teams. Founded in 2005 and headquartered in Arlington, Virginia, ExecVision provides organizations with the ability to analyze customer-facing conversations, extracting actionable insights that enhance performance and drive revenue. The platform identifies key moments in discussions, assessing both the content and emotional responses, which allows managers to understand what strategies are effective and which are not. In addition to its technology offerings, ExecVision, through its brand Vorsight, delivers sales effectiveness training and consulting services, focusing on areas such as tactical sales, prospecting, and inside sales consulting. This combination of advanced software and specialized coaching enables companies to improve their coaching processes efficiently at scale, ensuring that top performers are differentiated from their peers.

Giant Oak

Venture Round in 2018
Giant Oak, Inc., a data analytics software company, develops products that analyze large datasets to advance security goals on various issues that include financial threat, insurgency, crime, terrorism, fraud detection, anti-money laundering, organized violence, and illicit trafficking aspects. The company offers Giant Oak Search Technology (GOST), a negative media search tool that allows analysts and investigators to perform negative media searches to identify the right customers; and Social Locator that gives law enforcement communities and investigators an ability to identify and locate persons of interest by observing patterns of human behavior. It serves the financial services community and government organizations. The company was founded in 2012 and is based in Arlington, Virginia.

All Traffic Solutions

Series A in 2016
At All Traffic Solutions, their job is to make your job easier. They engineer web-based traffic calming signs – including radar speed display signs and variable message signs – that are incredibly smart, yet simple to use. Their signs let you do more than ever before with fewer resources, and their full-time technical support department will ensure that you maximize the utilization of your traffic control equipment. With thousands of signs in all 50 states and 15 countries, you can count on All Traffic Solutions to bring you truly innovative devices for the best traffic safety outcomes.

Liberty Tax

Venture Round in 2014
Liberty Tax is a prominent tax preparation service based in the United States, specializing in the preparation of tax returns for individuals and small businesses. As the third largest tax preparation franchise in the country, it offers a range of services aimed at simplifying the tax filing process. Liberty Tax operates through a network of franchise locations, providing customers with both in-store and online options for their tax preparation needs. The company is part of Franchise Group, Inc., which also oversees various other retail and franchised businesses, including rent-to-own stores and health and wellness product retailers. Founded in 2010 and headquartered in Virginia Beach, Virginia, Liberty Tax has established itself as a key player in the tax service industry in both the U.S. and Canada.

TOMIA

Private Equity Round in 2010
Telarix, Inc. provides interconnect business optimization solutions to wireline, wireless, broadband, and VoIP communication service providers. It offers iXTools, a suite of software modules that provide service providers with management, optimization, and settlement solution for interconnect business. The company's iXTools solution includes iXConnect, a business intelligence platform that collects and manages business information, such as network infrastructure elements, products, route plans, rates, and agreements; iXRoute, which enables service providers to identify and automatically implement optimal routing strategies; iXTrade, an offer management and decision support solution that allows service providers to automate the buy and sell processes; iXBill, a interconnect billing system; and iXAudit, an end-to-end audit and dispute management system designed to streamline the validation of interconnect invoices, reconcile charges, and manage settlements. It also provides implementation services, including business analysis, configuration/delivery, integration, training, and customization; and support services, such as project management, business analysis, product upgrade configuration, product upgrade delivery, hardware configuration support, feature request analysis and implementation, and help desk support services. The company serves customers in Asia, Europe, and North and South America. It has a strategic alliance with Infosys Technologies, Ltd. The company was formerly known as Emerging Technologies Group, Inc. Telarix, Inc. was founded in 1996 and is headquartered in Vienna, Virginia.

Presidium Learning

Series B in 2009
Presidium Learning, Inc. provides IT support for students, instructors, and staff. Its services include course management systems and distance learning programs, as well as in-house/homegrown learning management platforms; technical help desk services, including browser/OS, plugins, campus portals, messaging/email, and student information systems; enterprise co-sourced help desk services, including contact center deployment and shared-sourcing support in areas that include AV/smart classrooms, wireless, and walk-in support; and student services, including financial aid/registration, bursar, and advising.

Formatta

Venture Round in 2009
Formatta specializes in creating customized forms which can be distributed electronically. The company's software captures data electronically from users at point of entry, verifies it for accuracy and completeness, routes it for approvals and electronic signatures, and moves it directly into the critical business systems that organizations rely on to run their businesses.

CorasWorks

Series B in 2008
CorasWorks Corporation designs and develops workplace application software on the Microsoft SharePoint platform. It offers CorasWorks Workplace Suite that enables organizations to design, build, and maintain collaborative applications on SharePoint; Data Integration Toolset, which allows users to connect and integrate data from external sources into SharePoint; and rPrograms, a solution that helps users to deploy a solution to work on or manage multiple projects and portfolios of projects. The company provides Design Migrator, a tool to migrate and update site designs in SharePoint; and Project Portfolio Management application, an integrated application for project and portfolio management on SharePoint. It serves various industries, including aerospace and defense, healthcare and pharmaceuticals, automotive and transportation, business services, insurance, legal, manufacturing, computer hardware and networking, computer services, media, computer software, military, non-profits and associations, consumer products, education, real estate, retail and leisure, electronics, state and local government, engineering and construction, federal government, telecom, energy, utilities, financial services, and food. The company's products are used in various countries, including Australia, Belgium, Brazil, Canada, Chile, Denmark, France, Germany, Ireland, Japan, Mexico, the Netherlands, Ireland, Spain, Switzerland, the United Kingdom, and the United States. CorasWorks Corporation was founded in 2003 and is based in Reston, Virginia with additional offices in New York, Atlanta, Dallas, Chicago, San Francisco, Los Angeles, and London.

Presidium Learning

Venture Round in 2008
Presidium Learning, Inc. provides IT support for students, instructors, and staff. Its services include course management systems and distance learning programs, as well as in-house/homegrown learning management platforms; technical help desk services, including browser/OS, plugins, campus portals, messaging/email, and student information systems; enterprise co-sourced help desk services, including contact center deployment and shared-sourcing support in areas that include AV/smart classrooms, wireless, and walk-in support; and student services, including financial aid/registration, bursar, and advising.

Fishbowl

Series A in 2008
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.

Formatta

Venture Round in 2008
Formatta specializes in creating customized forms which can be distributed electronically. The company's software captures data electronically from users at point of entry, verifies it for accuracy and completeness, routes it for approvals and electronic signatures, and moves it directly into the critical business systems that organizations rely on to run their businesses.

Fishbowl

Series A in 2007
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.

CorasWorks

Series B in 2007
CorasWorks Corporation designs and develops workplace application software on the Microsoft SharePoint platform. It offers CorasWorks Workplace Suite that enables organizations to design, build, and maintain collaborative applications on SharePoint; Data Integration Toolset, which allows users to connect and integrate data from external sources into SharePoint; and rPrograms, a solution that helps users to deploy a solution to work on or manage multiple projects and portfolios of projects. The company provides Design Migrator, a tool to migrate and update site designs in SharePoint; and Project Portfolio Management application, an integrated application for project and portfolio management on SharePoint. It serves various industries, including aerospace and defense, healthcare and pharmaceuticals, automotive and transportation, business services, insurance, legal, manufacturing, computer hardware and networking, computer services, media, computer software, military, non-profits and associations, consumer products, education, real estate, retail and leisure, electronics, state and local government, engineering and construction, federal government, telecom, energy, utilities, financial services, and food. The company's products are used in various countries, including Australia, Belgium, Brazil, Canada, Chile, Denmark, France, Germany, Ireland, Japan, Mexico, the Netherlands, Ireland, Spain, Switzerland, the United Kingdom, and the United States. CorasWorks Corporation was founded in 2003 and is based in Reston, Virginia with additional offices in New York, Atlanta, Dallas, Chicago, San Francisco, Los Angeles, and London.

TOMIA

Series C in 2006
Telarix, Inc. provides interconnect business optimization solutions to wireline, wireless, broadband, and VoIP communication service providers. It offers iXTools, a suite of software modules that provide service providers with management, optimization, and settlement solution for interconnect business. The company's iXTools solution includes iXConnect, a business intelligence platform that collects and manages business information, such as network infrastructure elements, products, route plans, rates, and agreements; iXRoute, which enables service providers to identify and automatically implement optimal routing strategies; iXTrade, an offer management and decision support solution that allows service providers to automate the buy and sell processes; iXBill, a interconnect billing system; and iXAudit, an end-to-end audit and dispute management system designed to streamline the validation of interconnect invoices, reconcile charges, and manage settlements. It also provides implementation services, including business analysis, configuration/delivery, integration, training, and customization; and support services, such as project management, business analysis, product upgrade configuration, product upgrade delivery, hardware configuration support, feature request analysis and implementation, and help desk support services. The company serves customers in Asia, Europe, and North and South America. It has a strategic alliance with Infosys Technologies, Ltd. The company was formerly known as Emerging Technologies Group, Inc. Telarix, Inc. was founded in 1996 and is headquartered in Vienna, Virginia.

TOMIA

Series B in 2005
Telarix, Inc. provides interconnect business optimization solutions to wireline, wireless, broadband, and VoIP communication service providers. It offers iXTools, a suite of software modules that provide service providers with management, optimization, and settlement solution for interconnect business. The company's iXTools solution includes iXConnect, a business intelligence platform that collects and manages business information, such as network infrastructure elements, products, route plans, rates, and agreements; iXRoute, which enables service providers to identify and automatically implement optimal routing strategies; iXTrade, an offer management and decision support solution that allows service providers to automate the buy and sell processes; iXBill, a interconnect billing system; and iXAudit, an end-to-end audit and dispute management system designed to streamline the validation of interconnect invoices, reconcile charges, and manage settlements. It also provides implementation services, including business analysis, configuration/delivery, integration, training, and customization; and support services, such as project management, business analysis, product upgrade configuration, product upgrade delivery, hardware configuration support, feature request analysis and implementation, and help desk support services. The company serves customers in Asia, Europe, and North and South America. It has a strategic alliance with Infosys Technologies, Ltd. The company was formerly known as Emerging Technologies Group, Inc. Telarix, Inc. was founded in 1996 and is headquartered in Vienna, Virginia.

TetraData

Venture Round in 2004
TetraData Corporation, headquartered in Greenville, S.C., is a privately-held company organized in January of 1997 with an exclusive focus on K-12 education. TetraData has demonstrated a passion and commitment to the advancement of education through technology and is recognized by many industry leaders as a catalyst in education improvement. A growing company with more than 50 employees, TetraData boasts a strong pool of both education and software engineering innovators dedicated to helping nation’s schools reach and sustain high performance. TetraData’s solutions are currently installed in more than 600 K-12 educational institutions serving over 1.5 million students in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, North Carolina, North Dakota, Ohio, Oregon, Oklahoma, Pennsylvania, South Carolina, Texas, Vermont, Washington, West Virginia, Wisconsin, and Wyoming.

FinePoint Technologies

Venture Round in 2004
Fine Point Technologies drives worldwide access to the internet through a range of technologies all designed with the singular goal of enabling broadband and dial-up service providers to better capture, manage, and retain their internet subscribers. The Company's self-installation and subscriber management solutions drive down operating costs without sacrificing performance. By focusing on subscriber self-initiation and enhanced customizability, the Fine Point Technologies product line succeeds in growing service provider revenues while simultaneously reducing the costs of service deployment and retention.

High Branch Software

Series A in 2001
High Branch Software is an E-commerce platform for middle market manufacturers, wholesalers and distributors.

Digital Paper

Series B in 2000
Digital Paper is a software development company. It improves individuals’ business performances by enabling secure collaboration and exchange of intellectual capital over the internet. The company offers services for the sectors such as discrete manufacturing, aerospace, utilities, and government organizations. It develops solutions for companies such as General Motors, Nissan, and Lucent Technologies. Digital Paper is a U.S.-based company that was founded in 1995 and the company was acquired by ePlus on October 15, 2003.