NexPhase Capital

NexPhase Capital is a New York-based independent private equity firm established in 2016, focusing on control investments in lower middle-market growth-oriented companies. The firm targets opportunities primarily in the healthcare, industrial services, software, and consumer sectors across the United States and Canada. NexPhase Capital was founded by former principals of Moelis Capital Partners and maintains a strategic relationship with Moelis & Company and Moelis Asset Management. The firm seeks to invest in entrepreneur-owned businesses, leveraging its expertise to drive growth and value creation.

Matt Boylan

Vice President

Sam Canavá

Associate

Quint Carr

Vice President

Jeffrey Fung

Senior Associate

Bob Gartland

Partner

Robert Gartland

Partner

Andrew Goldfarb

CFO

Barbara Hill

Operating Partner

James Johnston

Partner

Jamie Kaufman

Partner

Nicolas Kaukonen

Associate

Andy Kieffer

Partner

Joel Killion

Partner

Heather Kim

Associate

George Koulouris

Vice President

Kurt Larsen

Founding Partner

Bobby Narvaez

Director of Finance and Operations

Pavani Pandravada

Associate

Selina Peng

Associate

Darby Read

Associate

Chip Robie

Partner

Michael A. Roe

Operating Partner

Alan Rogers

Principal

Jenny Scherl

Senior Associate

Ted Yun

Managing Partner

Jordan Zauderer

Principal

17 past transactions

Aztec Software

Private Equity Round in 2022
Aztec Software, LLC, founded in 1980 and based in Springfield, New Jersey, specializes in developing e-learning platforms focused on academic subjects and test preparation for adult basic education and high school equivalency. The company creates a variety of educational materials, including print resources, e-pubs, and practice tests, alongside administrative and management services. By leveraging its expertise in computer-based learning, Aztec Software has broadened its offerings to support transitioning workers and facilitate retraining efforts. Its Aztec Learning System is widely utilized across community colleges, correctional facilities, job corps centers, and middle and high schools in the United States. The system is designed in a modular format, allowing it to be deployed on standalone PCs, local networks, or via the Internet, making it an essential component of modern educational curricula.

Selerix Systems

Private Equity Round in 2021
Selerix Systems, located in McKinney, Texas, specializes in developing benefits administration software known as BenSelect. This platform is designed to streamline communication, enrollment, and management of both core and voluntary insurance products for carriers, brokers, and employers. BenSelect supports over 725,000 employees and integrates with more than 117 carriers, providing a flexible solution that meets the diverse needs of various industries, including healthcare, education, and government. The software enhances employee engagement and decision-making while ensuring compliance with regulatory requirements. Selerix aims to expand its market share by offering a high-quality product at competitive rates and fostering strong distribution partnerships within the insurance sector. Notably, Selerix does not generate revenue or commissions from the insurance products sold through its system, distinguishing it from many competitors in the field.

Oliver Winery

Acquisition in 2021
Oliver Winery is an employee-owned winery which manufactures variety of Wine from quality fruits.

DealerOn

Private Equity Round in 2020
DealerOn, Inc. is a company that specializes in developing websites and providing digital marketing solutions for the retail automotive industry. Founded in 2004 and headquartered in Rockville, Maryland, with additional offices in Richardson, Texas, and Grand Rapids, Michigan, DealerOn offers a range of services, including search engine optimization, search engine marketing, display advertising, and social media advertising on platforms such as Facebook and YouTube. The company focuses on helping automotive dealers increase their sales and profitability through its cloud-based sales enablement software platform, which enhances their online marketing efforts. DealerOn aims to deliver a superior experience to its clients as they strive to achieve record sales.

Surgent Professional Education

Private Equity Round in 2019
Surgent Professional Education offers a comprehensive platform for accounting and finance professionals, covering the entire spectrum from licensing to continuing education. The organization specializes in certification exam preparations for various accounting credentials, including its well-regarded exam review resources. Through its dedicated services, Surgent aims to enhance the knowledge and skills of professionals in the field, ensuring they meet the necessary qualifications and stay updated with industry standards.

Popcornopolis

Private Equity Round in 2019
Popcornopolis is a food production company based in Horsham, Pennsylvania, that specializes in gourmet popcorn. The company offers a wide range of flavored popcorn, catering to various tastes and preferences. In addition to individual popcorn varieties, Popcornopolis provides popcorn gift baskets suitable for different occasions. Its products are available through grocery stores, clubs, convenience stores, and drugstores, as well as directly through the company's website, allowing customers to place orders online. This diverse distribution strategy ensures that Popcornopolis reaches a broad audience while delivering high-quality confectionery options.

American Global Logistics

Acquisition in 2019
American Global Logistics, LLC specializes in providing comprehensive logistics solutions, including multi-modal transportation, customs brokerage, compliance consulting, and carrier management. The company offers a range of services such as ocean and air freight forwarding, ground transportation, and warehousing and distribution. Its ocean services encompass full container load (FCL) and less than container load (LCL) options, while air services include both time-sensitive cargo transportation and origin consolidation. Ground transportation is facilitated through full truckload (FTL) and less-than-truckload (LTL) services, supported by real-time tracking and carrier compliance management. The warehousing services include temperature-controlled storage and inventory management tailored for various industries, including apparel, electronics, and food and beverage. Additionally, American Global Logistics provides cloud-based technology that enhances supply chain visibility and control, ensuring efficient logistics management. Founded in 2007 and headquartered in Atlanta, Georgia, the company also maintains offices in Martinsville, Virginia, and Charlotte, North Carolina.

Brandt Information Services

Private Equity Round in 2018
Brandt Information Services, LLC specializes in providing technology solutions and marketing strategies aimed at enhancing outdoor participation and generating revenue for parks and fish and wildlife agencies. The company offers a comprehensive range of services including web and mobile platforms for the sale of fishing and hunting licenses, as well as the Go Outdoor platform that facilitates online and paperless registration for boats and off-road vehicles. Additionally, Brandt delivers reservation solutions for parks and recreational agencies, streamlined systems for managing quota hunt events, and customer support services. The company also provides IT staffing, business process outsourcing, and project management services. Founded in 1985 and headquartered in Tallahassee, Florida, with an additional office in Atlanta, Georgia, Brandt Information Services is committed to supporting government and private entities in managing natural resources effectively.

SYNERGY HomeCare

Acquisition in 2018
Synergy HomeCare is a non-medical home care agency established in 1999, dedicated to providing essential personal care and companionship for the elderly, individuals recovering from illness or surgery, and those with disabilities. The agency focuses on enhancing the quality of life for its clients by offering a range of services, including fall and injury prevention support, wellness assistance, and specialized care tailored to individual needs. Committed to treating clients of all ages with dignity and respect, Synergy HomeCare aims to improve living conditions for the aging population across the country.

Gulf Coast Pain Institute

Acquisition in 2018
Gulf Coast Pain Institute, established in 2013 and located in Pensacola, Florida, specializes in both interventional and non-interventional pain management treatments. The institute employs a team of board-certified physicians who have extensive experience in diagnosing and treating complex pain disorders, including spinal degenerative diseases and cancer-related pain. In addition to pain management, the institute offers physical therapy, chiropractic services, laboratory testing, and medication management. The multidisciplinary approach includes a board-certified chiropractic physician, licensed physical therapist, and licensed massage therapist, ensuring comprehensive care for both acute and chronic pain conditions.

Clearway Pain

Acquisition in 2018
Clearway Pain Solutions Institute, LLC is a pain management medical center based in Pensacola, Florida, founded in 2013. The institute focuses on relieving pain and restoring function to improve patients' quality of life. It offers a comprehensive range of services, including interventional pain management, medication management, regenerative medicine, chiropractic care, massage therapy, and physical therapy. Clearway Pain emphasizes a patient-centered approach, working collaboratively with a team of leading physicians, advanced practitioners, chiropractors, physical therapists, and dedicated support staff to provide compassionate care tailored to individual needs.

InsideRE, LLC

Private Equity Round in 2016
InsideRE, LLC is a software-as-a-service (SaaS) provider based in Salt Lake City, specializing in solutions for the real estate industry. The company develops and distributes a platform that includes lead generation and management tools, an integrated customer relationship management (CRM) system, and advanced performance analytics and transaction management integrations. InsideRE's technology supports various functionalities such as mobile web development, IDX, SEO, and automated reporting, enabling real estate agents and brokers to effectively source, convert, and manage their clients. The company's offerings also incorporate integrations with popular services like Google Maps and Mailchimp, enhancing the marketing capabilities of its users. Founded by Joe Skousen, InsideRE aims to streamline the operational processes of real estate professionals through innovative software solutions.

Zing Zang

Acquisition in 2016
Zing Zang, Inc. is a rapidly growing brand specializing in non-alcoholic drink mixes in the United States and Canada. Founded in 1996 and based in Glenview, Illinois, the company offers a diverse range of premium mixers, including sweet and sour and various cocktail mixes. Zing Zang's products are widely available, with distribution in over 200,000 retail outlets, restaurants, bars, and country clubs across the nation. In addition to its drink mixes, Zing Zang also sells branded merchandise such as clothing, accessories, and party supplies through its online platform. The brand has established a strong presence in both online and wholesale markets, catering to consumers seeking quality mixers for their beverages.

FAST Technology

Private Equity Round in 2015
FAST, which stands for "Flexible Architecture, Simplified Technology", is a privately-held company located in Iselin, NJ founded by the former leaders of NaviSys. Their team of passionate, experienced entrepreneurs focuses on solving the challenges their financial services clients face as they seek to modernize their systems environments or completely replace legacy systems.

Hexure

Private Equity Round in 2014
Hexure, operating under the name Insurance Technologies, LLC, specializes in providing sales and regulatory automation solutions for the insurance and financial services sectors. Founded in 1995 and headquartered in Colorado Springs, Colorado, Hexure develops innovative software that enhances the sales process for various types of insurance, including annuities, life insurance, long-term care, and disability insurance. Its primary products include ForeSight, a mobile platform for creating compliant and engaging insurance illustrations, and FireLight, a user-friendly e-application platform that streamlines the sales process across multiple lines of business. These tools enable carriers and distributors to automate and accelerate their sales processes, ultimately allowing them to focus on developing new sales opportunities.

Swipeclock

Venture Round in 2014
SwipeClock is a prominent provider of cloud-based workforce management software, specifically designed for small businesses. The company offers integrated solutions that streamline time and attendance management, advanced scheduling, and leave management. Its products, including TimeWorksPlus, TimeWorks Mobile, and TimeSimplicity, empower over 700 partners to assist more than 24,000 businesses in effectively managing their workforce. By automating key processes and integrating with popular payroll tools, SwipeClock's software helps clients reduce labor costs, ensure compliance with regulatory requirements, and enhance overall profitability.

Mxi Technologies

Acquisition in 2012
Mxi Technologies Ltd. specializes in aviation maintenance management software solutions, enabling organizations to effectively manage engineering, planning, execution, and materials management related to maintenance activities. The company offers two primary products: Maintenix Operator Edition, which focuses on asset management, and Maintenix MRO Edition, designed for the sale of maintenance services. In addition to software, Mxi Technologies provides professional services, training programs, and ongoing support to ensure effective implementation and usage. The company's clientele includes commercial airlines, maintenance, repair, and overhaul (MRO) service providers, original equipment manufacturers (OEMs), helicopter operators, corporate aviation, and defense organizations globally. Established in 1996 and headquartered in Ottawa, Canada, Mxi Technologies operates as a subsidiary of Industrial and Financial Systems, IFS AB.
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