Brown Brothers Harriman

Brown Brothers Harriman & Co. is a privately held financial services firm established in 1818 and based in New York City. As the oldest and largest partnership bank in America, it offers a wide range of services including investment advisory, wealth management, commercial banking, and investor services tailored for corporate institutions and individual clients. The firm manages separate equity and fixed income portfolios, as well as balanced and real estate mutual funds, while also launching and managing hedge funds. Its investment strategy incorporates a blend of fundamental and quantitative analysis, focusing on value stocks across all market capitalizations and various fixed income securities, including taxable and tax-exempt instruments. Brown Brothers Harriman is dedicated to providing prudent, personalized services, which have been a hallmark of its operations throughout its long history.

John W. Ackler

Managing Director and Senior Institutional Relationship Manager, Fixed Income Product Specialist

Eden Chen

Analyst

Nils Cullen

Managing Director and Department Head of Depositary Services

Carl Cutler

Limited Partner

Roy Edwards

Managing Director and Credit Analyst

Alexander Ercklentz

Limited Partner

Patrick Fischer

Managing Director and Relationship Manager, Private Banking

Christopher Gothard

Partner

Donald Hardie

Managing Director, Co-Manager and Principal, BBH Capital Partners

Lewis Hart

Principal and Head of Corporate Banking

Patrick Heffernan

Managing Director and Portfolio Manager

Scott Hill

Principal, Equity Analyst and Head of the Investment Team

Branch Howard

Vice President and Wealth Planner

Anita Kerr

Principal and COO

Elizabeth Kolshak

Managing Director and Relationship Manager

Robert Lees

Managing Director, Head of Securities Lending, EMEA and Global Head of Securities Lending Trading

Nichol MacManus

Principal, Director of the 1818 Family Office, Chair

Robert Il'ich Matayev

Managing Director and Credit Analyst

Matthew McKean

Associate

Alexander Mitchell

Vice President and Head of Endowments and Foundations Lending

J. Clark O'Donoghue

Principal and Co-Head, Philadelphia Office

Karin Prangley

Managing Director and Senior Wealth Planner

Elizabeth Prickett

Principal and Chief Administrative Officer

Maximilian Schlubach

Vice President

Steve Stupin

Managing Director and Relationship Manager

Heath Tripp

Managing Director

Richard Wu

Managing Director and Corporate Credit Analyst

Hayley Xuereb Ph.D

Principal and Healthcare Equity Analyst

15 past transactions

EdgeConneX

Series D in 2017
Edge Services provide Space, Power & Connectivity to deliver digital content like never before. With EdgeConneX, data delivery is optimized by placing Edge Data Centers®, Edge Small Cells and Edge PoPs® at the most critical locations—as close as possible to the end user’s point of access. By using our services, digital content is delivered with higher performance and lower latency to any device, anywhere.

EdgeConneX

Series D in 2016
Edge Services provide Space, Power & Connectivity to deliver digital content like never before. With EdgeConneX, data delivery is optimized by placing Edge Data Centers®, Edge Small Cells and Edge PoPs® at the most critical locations—as close as possible to the end user’s point of access. By using our services, digital content is delivered with higher performance and lower latency to any device, anywhere.

PrimeRevenue

Venture Round in 2015
PrimeRevenue, Inc. is a provider of software solutions focused on supplier financing and cash flow optimization. Established in 2003 and headquartered in Atlanta, Georgia, the company offers the OpenSCi suite, which includes tools like SCiMap for procurement organizations to enhance cash flow and supplier negotiations, SCiEnable for supplier education and onboarding, and SCiSupplier for facilitating early payment terms to suppliers. Additionally, SCiCustomer accelerates receivables payment, while the Working Capital Grader allows businesses to benchmark their financial performance against peers. With a client base exceeding 13,000 globally, PrimeRevenue operates a cloud-based platform that enables businesses to manage their financial supply chains effectively, increase payment terms for suppliers, and reduce collection times from customers. Its services are utilized by buyers, suppliers, banks, and partners across the Americas, Europe, and the Asia-Pacific regions.

EdgeConneX

Venture Round in 2014
Edge Services provide Space, Power & Connectivity to deliver digital content like never before. With EdgeConneX, data delivery is optimized by placing Edge Data Centers®, Edge Small Cells and Edge PoPs® at the most critical locations—as close as possible to the end user’s point of access. By using our services, digital content is delivered with higher performance and lower latency to any device, anywhere.

Scivantage

Venture Round in 2014
Scivantage, Inc., a financial technology provider, offers cloud based online brokerage, tax and portfolio reporting, and wealth management software and solutions for the financial services industry. The company provides Wealthsqope, a SaaS wealth management solution that allows financial firms to provide investors with transparency into and control of their investments; and Maxit, which provides adjusted cost basis reporting through a configurable platform. It provides solutions in the areas of trade processing, account opening and maintenance, cost basis and portfolio reporting, portfolio rebalancing, mobile, and more applications. The company was founded in 2000 and is based in Jersey City, New Jersey. As of March 2, 2020, Scivantage, Inc. operates as a subsidiary of Refinitiv US Holdings Inc.

EdgeConneX

Series C in 2013
Edge Services provide Space, Power & Connectivity to deliver digital content like never before. With EdgeConneX, data delivery is optimized by placing Edge Data Centers®, Edge Small Cells and Edge PoPs® at the most critical locations—as close as possible to the end user’s point of access. By using our services, digital content is delivered with higher performance and lower latency to any device, anywhere.

Best Doctors

Private Equity Round in 2012
Best Doctors is a provider of medical consultation services that enhances the quality and affordability of healthcare through its innovative employee health benefits. The company specializes in offering access to world-class medical expertise, enabling members to make informed decisions regarding their health. By facilitating inter-consultations, Best Doctors connects patients with leading medical professionals who review their diagnoses and treatment plans in detail. This process ensures that individuals receive accurate diagnoses and appropriate treatment recommendations, accompanied by clear and understandable reports. Ultimately, Best Doctors aims to empower its members to navigate complex medical decisions confidently, thereby improving their overall healthcare experience.

Datapipe

Debt Financing in 2011
Datapipe is a global provider of security and cloud storage solutions, specializing in managing and securing mission-critical IT services. The company offers a comprehensive suite of services that includes cloud computing, infrastructure as a service, platform as a service, colocation, and data center management. Datapipe operates in key financial and technical markets, including New York metro, Silicon Valley, London, Hong Kong, and Shanghai. It serves a diverse range of industries such as financial services, healthcare, manufacturing, government, publishing, media, and technology. Recognized for its expertise, Datapipe was included in Gartner's 2010 Magic Quadrant for Cloud Infrastructure as a Service and Web Hosting.

Scivantage

Private Equity Round in 2010
Scivantage, Inc., a financial technology provider, offers cloud based online brokerage, tax and portfolio reporting, and wealth management software and solutions for the financial services industry. The company provides Wealthsqope, a SaaS wealth management solution that allows financial firms to provide investors with transparency into and control of their investments; and Maxit, which provides adjusted cost basis reporting through a configurable platform. It provides solutions in the areas of trade processing, account opening and maintenance, cost basis and portfolio reporting, portfolio rebalancing, mobile, and more applications. The company was founded in 2000 and is based in Jersey City, New Jersey. As of March 2, 2020, Scivantage, Inc. operates as a subsidiary of Refinitiv US Holdings Inc.

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.
Reveal Imaging Technologies is a privately held company specializing in advanced threat detection products and services. Its flagship explosives detection system is utilized worldwide to enhance security for various transportation systems and public venues. The company is known for its TSA-certified screening solutions, which include systems for inspecting checked and cabin baggage, as well as cargo and parcel screening. Reveal Imaging Technologies focuses on collaborating closely with its clients to deliver innovative and cost-effective security solutions, solidifying its reputation as a trusted partner in the industry.

Reveal Imaging Technologies

Venture Round in 2008
Reveal Imaging Technologies is a privately held company specializing in advanced threat detection products and services. Its flagship explosives detection system is utilized worldwide to enhance security for various transportation systems and public venues. The company is known for its TSA-certified screening solutions, which include systems for inspecting checked and cabin baggage, as well as cargo and parcel screening. Reveal Imaging Technologies focuses on collaborating closely with its clients to deliver innovative and cost-effective security solutions, solidifying its reputation as a trusted partner in the industry.

Keystone Ranger Holdings

Seed Round in 2003
Keystone Helicopter Holdings, Inc. provides full-service engineering, completion, and technical support for commercial helicopters.

Psychiatric Solutions

Series A in 2003
Psychiatric Solutions, Inc. specializes in providing inpatient behavioral health care services across the United States, catering to children, adolescents, and adults. The company operates acute inpatient facilities and residential treatment centers, delivering comprehensive care that includes 24-hour nursing observation, daily psychiatric interventions, and coordinated treatment from a physician-led team of mental health professionals. Additionally, it offers contract management and managed care services, focusing on the development and management of behavioral health care and rehabilitation programs within medical and surgical hospitals. As of its last reporting, Psychiatric Solutions managed numerous facilities, totaling approximately 11,000 beds across 32 states, Puerto Rico, and the U.S. Virgin Islands. Founded in 1988 and headquartered in Franklin, Tennessee, Psychiatric Solutions operates as a subsidiary of Universal Health Services Inc.

GFInet

Private Equity Round in 2000
Founded in New York in 1987, GFI provides competitive wholesale market brokerage services in a multitude of global over-the-counter (OTC) and exchange listed cash and derivatives markets. Over more than 25 years, GFI has expanded both organically and through acquisitions into a broad range of markets, including fixed income derivatives, cash fixed income, emerging market financial products, energy and commodity derivatives, and equities.
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