NexPhase Capital

Established in 2016, NexPhase Capital is a New York-based private equity firm, targeting lower mid-market opportunities primarily in healthcare, industrial services, software and consumer sectors in the United States and Canada..
MB

Matthew Boylan

Senior Associate

EC

Evan Cairo

Associate

BC

Bob Carey

Associate

QC

Quint Carr

Senior Associate

ZD

Zach Dubrof

Associate

JF

Jeffrey Fung

Associate

RG

Robert Gartland

Principal

Paul E. Golden

Lean Management

AG

Andrew Goldfarb

CFO

Jamie Kaufman

Partner

AK

Andy Kieffer

Partner

JK

Joel Killion

Partner

GK

George Koulouris

Associate

NL

Nicholas Landenwich

Associate

Kurt Larsen

Founding Partner

LL

Lex Leeming

Partner and Head of Business Development

BN

Bobby Narvaez

VP of Finance and Operations

AR

Amanda Ratner

Associate

CR

Chip Robie

Principal

AR

Alan Rogers

VP

JS

Jenny Scherl

Associate

JS

John Stoller

Associate

MY

Monty Yort

Associate

ED

Edward D. Yun

Managing Partner

TY

Ted Yun

Managing Partner

JZ

Jordan Zauderer

VP

Past deals in Advertising

Oliver Winery

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

Synergy HomeCare

Acquisition in 2018
SYNERGY HomeCare, a non-medical home care agency as opposed to a "home health care” agency was founded in 1999 to provide much needed respite and personal care, as well as compassion and companionship for the elderly, or those recovering from illness, surgery, or childbirth and the disabled. SYNERGY HomeCare is committed to providing the highest quality non-medical home care services and treating all clients, of all ages, with dignity and respect.

Selerix Systems

Private Equity Round in 2021
Selerix, from the Latin root celer, meaning “swift” or “fast.” Selerix Systems produces software (BenSelect) to facilitate communication, enrollment, and administration for both core and voluntary insurance products. This software is licensed to and used by carriers, brokers, and employers. Selerix’s growth strategy is simple: Build market share by providing an outstanding product at an extremely competitive rate and cultivate distribution relationships in the carrier and broker channels. BenSelect supports over 725,000 employees and has been integrated with more than 117 carriers. It provides the flexible platform employers need for enrollment, employee communication, and delivery of information to all carriers and payroll providers via EDI. Their system has been used for groups in a wide variety of industries, including healthcare, education, transportation/logistics, state and local government, non-profit, high technology, waste management, and retailing. Selerix is located in McKinney, Texas, part of the Dallas-Fort Worth metroplex. Unlike many of their competitors, Selerix does not earn revenue or commissions on insurance products sold on the BenSelect system.

Zing Zang, Inc.

Acquisition in 2016
Zing Zang, Inc. produces and sells drink mixes in the United States and Canada. It offers various drink mixes, such as sweet and sour, and cocktail mixes. The company’s products are available online or via wholesale distributors. It also offers T-shirts for men and women, hats, caps, stickers, sunglasses, iPhone cases, tumblers, party cup and can koozie, aprons, golf balls, and lanyards online. The company’s drink mixes are used in restaurants, bars, and country clubs; and found on the shelves at local liquor and grocery stores. Zing Zang, Inc. was founded in 1996 and is based in Glenview, Illinois.

SwipeClock

Venture Round in 2014
SwipeClock is a leading provider of cloud-based integrated workforce management software solutions that include automated time and attendance, advanced scheduling, and leave management capabilities. The company’s products including TimeWorksPlus, TimeWorks Mobile, and TimeSimplicity, enable more than 700 partners to help their clients manage their most important and expensive asset—employees. SwipeClock’s workforce management products enable more than 24,000 businesses to lower labor costs, comply with regulatory mandates, and maximize their profits.

SwipeClock

Venture Round in 2014
SwipeClock is a leading provider of cloud-based integrated workforce management software solutions that include automated time and attendance, advanced scheduling, and leave management capabilities. The company’s products including TimeWorksPlus, TimeWorks Mobile, and TimeSimplicity, enable more than 700 partners to help their clients manage their most important and expensive asset—employees. SwipeClock’s workforce management products enable more than 24,000 businesses to lower labor costs, comply with regulatory mandates, and maximize their profits.

Brandt Information Services

Private Equity Round in 2018
Brandt Information Services, LLC provides solutions and marketing strategies to increase outdoors participation and revenue streams for parks, and fish and wildlife agencies. The company offers fish and wildlife agencies with web and mobile solutions for fishing and hunting license sales; Go Outdoor platform provides online and paperless solutions to register/title boats and off-road vehicles; parks and recreational agencies reservations solutions; online and administrative systems streamline quota hunt events management; service desk and customer support teams; and strategic R3 marketing services. It also offers IT staffing and rerouting, business process outsourcing, and project staffing and budget requirement. The company was founded in 1985 and is based in Tallahassee, Florida with additional office in Atlanta, Georgia.

Aztec Software

Private Equity Round in 2022
Aztec Software, LLC develops e-learning platform for academic subjects and ABE and HSE test preparation. The company offers adult basic education, high school equivalency, college ready, employability skills, print materials and e-pubs, practice tests, and admin and management services and products. Aztec Software, LLC was founded in 1980 and is based in Springfield, New Jersey.

Mxi Technologies Ltd.

Acquisition in 2012
Mxi Technologies provides maintenance professionals with the tools and services they need to succeed – now and in the future. As the market and technology leader in providing integrated and intelligent software, support and services to the aviation industry, Mxi Technologies offers a proven solution and a demonstrated approach for aviation organizations that are looking to evolve their maintenance operations.

SwipeClock

Venture Round in 2014
SwipeClock is a leading provider of cloud-based integrated workforce management software solutions that include automated time and attendance, advanced scheduling, and leave management capabilities. The company’s products including TimeWorksPlus, TimeWorks Mobile, and TimeSimplicity, enable more than 700 partners to help their clients manage their most important and expensive asset—employees. SwipeClock’s workforce management products enable more than 24,000 businesses to lower labor costs, comply with regulatory mandates, and maximize their profits.

Clearway Pain

Acquisition in 2018
Clearway Pain Solutions Institute is a pain management medical practice focused on relieving pain, restoring function and renewing quality of life for our patients. We provide compassionate, patient-centered, comprehensive integrated care and work as a team to support each patient, with leading physicians, advanced practitioners, chiropractors, physical therapists and our dedicated support staff.

Popcornopolis

Private Equity Round in 2019
Popcornopolis is a food production company specializing in gourmet popcorn.

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.

Inside Real Estate

Private Equity Round in 2016
Inside Real Estate develops and distributes lead generation, CRM, and automation systems for firms in the retail industry. The company provides technologies for wordpress, RETS, google maps, greatschools, twilio, cloud architecture, mailchimp, and google apps. Furthermore, it offers mobile web development, IDX, SEO, automated CRM, calls, reporting, and transaction services to its clients. Inside Real Estate was founded by Joe Skousen and is based in Salt Lake City.

DealerOn, Inc.

Private Equity Round in 2020
DealerOn, Inc. develops websites and offers interactive auto industry marketing solutions. The company provides online marketing services and search engine services to the retail automotive industry. It offers SEO accelerator, search engine optimization, search engine marketing solution, display advertising, pay per click solution, remarketing, Facebook advertising, and YouTube advertising solutions. DealerOn, Inc. was founded in 2004 and is based in Rockville, Maryland with additional offices in Richardson, Texas and Grand Rapids, Michigan.

Surgent Professional Education

Private Equity Round in 2019
End to End Professional Education platform for accounting and finance professionals from licensing to continuing education. The exam review can be found at <a href="https://www.surgentcpareview.com">Surgent CPA Review</a>

American Global Logistics

Acquisition in 2019
American Global Logistics delivers customized logistics solutions that empower businesses to solve their biggest supply chain challenges. Their proprietary cloud-based technology offers unprecedented visibility and control throughout the supply chain, while our end-to-end logistics solutions help us provide a greater depth of service to global enterprises. The company's solutions extend beyond the walls of the ocean, air, and domestic transportation services; reaching to customs brokerage, compliance consultation, carrier allocation management, warehousing, distribution, and advanced purchase order management systems.

Insurance Technologies

Private Equity Round in 2014
Insurance Technologies, LLC designs and develops sales automation solutions to insurance and financial services industries. It offers ForeSight, an annuity and life insurance illustration software to create compliant and compelling new business and inforce illustrations, as well as supports key aspects of the sales process for multiple lines of business and product types across diverse distribution channels. The company also provides FireLight sales automation software to digitally transform the entire sales process across all lines of business and to create cohesive and influential sales and buying experiences. It serves various lines of business, including annuity, life, long term care, and DI insurances; and carriers and distributors. Insurance Technologies, LLC was founded in 1995 and is headquartered in Colorado Springs, Colorado.

Gulf Coast Pain Institute

Acquisition in 2018
At Gulf Coast Pain Institute, they strive to provide exceptional pain management care. Our physicians are all Specialists in Pain Management including being Board Certified through the American Board of Anesthesiology in both Pain Medicine and Anesthesiology. With over 75 years of experience our physicians have dedicated their careers to the diagnosis and treatment of complex pain disorders ranging from spinal degenerative diseases and injuries to cancer related pain symptoms. Our practice also includes a Board Certified Chiropractic Physician, Licensed Physical Therapist, Licensed Massage Therapist, and a chiropractic and physical therapy department for both acute and chronic pain disorders.