Carrick Capital Partners

Carrick Capital Partners, founded in 2012 and based in San Francisco with an additional office in Newport Beach, specializes in investments in technology-enabled services and business services throughout the United States. The firm focuses on sectors such as software, software as a service (SaaS), and information technology, targeting companies with revenues between $10 million and $100 million. Carrick Capital Partners aims to work closely with entrepreneurs and business leaders to provide strategic expertise that helps scale their businesses. Through its various funds, including co-investment opportunities, the firm seeks to create significant value in its selected investments.

Phil Bussey

Senior Vice President

Brennon Chen

Associate, Private Equity

Cameron Coane

Associate

Rob Delaney

Director

Michael Eginton

Associate

Kevin Gabura

Senior Associate

Alec Horton

Associate, Private Equity

Rachit Joshi

vice_president

Tsering Tashi Lama

Associate

Jim Madden

Co-CEO and Co-Chair

Matt Mellen

Senior Associate

Suzanne Passalacqua

Senior Vice President

Manasi Patwa

Associate

Tyler Pensa

Associate

Mitchell Slodowitz

Managing Director

Aaron Symanski

Senior Vice President and CTO

Stephen Unterberger

Managing Director

Christopher Wenner

Managing Director

Ivan Whittey

Director

Paul Zolfaghari

Managing Director

29 past transactions

Bishop Fox

Series B in 2022
Bishop Fox is the largest private professional services firm focused on offensive security testing. Since 2005, the firm has provided security consulting services to the world's leading organizations — working with over 25% of the Fortune 100 — to help secure their products, applications, networks, and cloud with penetration testing and security assessments. The company is headquartered in Phoenix, AZ and has offices in Atlanta, GA; San Francisco, CA; New York, NY; and Barcelona, Spain.

DailyPay

Series D in 2021
DailyPay partners with companies to offer employees the ability to control when they get paid. Not only does this solution empower financial wellness, but for partner companies, it acts as a tool to recruit, retain, and engage the workforce. Founded in 2015 by Jason Lee and Robert Law, DailyPay is helping hundreds of companies improve their bottom line profit by giving people their first steps towards financial security.

Factor

Acquisition in 2020
Factor Law Inc. offers a range of legal solutions designed for various needs, including regulatory projects with tight deadlines and ongoing managed services. Established in 2019 and headquartered in New York, the company has expanded its presence with additional offices in Chicago, London, Belfast, and Poland. Factor Law Inc. was previously known as Axiom Managed Solutions before rebranding in January 2020. The firm has played a significant role in shaping the alternative legal services sector over the past decade, focusing on delivering efficient and scalable legal work.

Flatiron School

Acquisition in 2020
The Flatiron School trains highly motivated individuals in web application development. They teach best practices in Ruby, Rails, JavaScript, Object-Oriented Design, Git, SQL, Test-Driven Development. Their learning environment includes pair programming, project based discovery, and a relentless focus on teamwork. At the completion of the 12 week program, students will have spent at least 500 hours in a hands-on, intensive learning environment, coding solutions to real problems and working on real projects.

Infrascale

Series A in 2019
Infrascale Inc. is a cloud software company that specializes in data protection and management through its robust platform designed for high-volume cloud storage. The company offers a range of products, including SOS Business, a cloud backup and archiving solution for mission-critical data, and EndGuard, which provides centralized cloud-based backup for large enterprises. Additionally, Infrascale offers Infrascale FileLocker for enterprise file sharing and collaboration, and SOS Online Backup for individuals and small businesses. The company's solutions encompass Disaster Recovery-as-a-Service, ransomware mitigation, and data security across public, private, and hybrid cloud environments. Infrascale serves various sectors, including finance, healthcare, education, and government, and is headquartered in El Segundo, California, with additional offices in multiple locations worldwide. Founded in 2001, Infrascale is dedicated to enhancing data availability and security, thereby minimizing downtime for its clients.

Infrascale

Series C in 2019
Infrascale Inc. is a cloud software company that specializes in data protection and management through its robust platform designed for high-volume cloud storage. The company offers a range of products, including SOS Business, a cloud backup and archiving solution for mission-critical data, and EndGuard, which provides centralized cloud-based backup for large enterprises. Additionally, Infrascale offers Infrascale FileLocker for enterprise file sharing and collaboration, and SOS Online Backup for individuals and small businesses. The company's solutions encompass Disaster Recovery-as-a-Service, ransomware mitigation, and data security across public, private, and hybrid cloud environments. Infrascale serves various sectors, including finance, healthcare, education, and government, and is headquartered in El Segundo, California, with additional offices in multiple locations worldwide. Founded in 2001, Infrascale is dedicated to enhancing data availability and security, thereby minimizing downtime for its clients.

Kantata

Series E in 2019
Kantata, formerly known as Mavenlink, is a cloud-based software provider focused on enhancing the operational and financial performance of professional and marketing services organizations. Founded in 2008 and headquartered in Irvine, California, with an additional office in Melbourne, Australia, Kantata offers a comprehensive platform that includes capabilities such as project management, resource management, project accounting, and business intelligence. The platform serves a diverse range of clients, including those in information technology, agencies, and consulting, enabling them to streamline their operational processes and improve financial outcomes. Kantata's solutions are utilized by services organizations across more than 100 countries, facilitating enhanced collaboration and agility. The company has received recognition for its growth and innovation, being named one of the fastest-growing companies in North America and recognized as a leader in professional services automation and project management software.

Discovery Health Partners

Venture Round in 2018
Information-driven healthcare cost containment solutions.

Exiger

Series A in 2018
Exiger LLC is a global firm specializing in governance, risk, and compliance (GRC) services, providing essential solutions to financial institutions, multinational corporations, and government agencies. Founded in 2013 and headquartered in New York, Exiger offers a wide range of services, including risk assessments, compliance program design, anti-money laundering investigations, and fraud detection. The company also assists clients with mergers and acquisitions, regulatory investigations, and monitorships, notably overseeing complex compliance cases such as that of HSBC. With its focus on technology-driven solutions, Exiger has developed software like DDIQ and Exiger Insight 3PM to enhance compliance efforts. It operates through multiple offices across major global cities, ensuring a robust presence in the regulatory landscape and providing clients with the tools and expertise needed to navigate compliance challenges effectively.

Saviynt

Series A in 2018
Saviynt Inc. specializes in identity governance and administration, as well as cloud security solutions, enabling enterprises to secure their applications, data, and infrastructure across both cloud and on-premises environments. Founded in 2015 and headquartered in El Segundo, California, the company offers a range of services for critical applications such as Workday, Office 365, Salesforce, Oracle EBS, and SAP. Its platform features AccessInsight analytics, which provides an intuitive access request system to ensure thorough review and approval processes. Saviynt's innovative approach integrates data access policies, access controls, usage analytics, and advanced role management, including risk-based access requests and certifications. The company also maintains offices in Atlanta, Sydney, Reading, and Bengaluru, further supporting its global operations.

Accolade

Series F in 2018
Accolade, Inc. develops technology-driven solutions designed to assist individuals in navigating the complexities of the healthcare system and workplace benefits in the United States. The company provides a cloud-based platform that integrates support from a team of health assistants and clinicians, including nurses and behavioral health specialists, to offer personalized guidance. Primarily serving employers, Accolade enables employees and their families to access a centralized resource for their health and benefits needs. Founded in 2007 and headquartered in Plymouth Meeting, Pennsylvania, the company focuses on improving healthcare experiences, outcomes, and costs through personalized advocacy and engagement strategies.

Duke University

Venture Round in 2017
Duke University is a private research university in Durham, North Carolina. Home of the Blue Devils, Duke University has about 15,000 undergraduate and graduate students and a world-class faculty helping to expand the frontiers of knowledge. The university has a strong commitment to applying knowledge in service to society, both near its North Carolina campus and around the world.

Infinia ML

Venture Round in 2017
Infinia ML helps businesses redefine ​ the possibilities of human potential​ with advanced machine learning. Our algorithms unlock the hidden potential of our clients’ data, helping them automate complex processes, enhance employee efficiency, and pioneer transformational breakthroughs. Led by serial AI entrepreneur Robbie Allen and computer science luminary Lawrence Carin, our team’s combined accomplishments include over 500 published papers, 35 granted patents, 11 books, and 6 PhDs.

Perfect Sense, Inc.

Venture Round in 2017
Perfect Sense, Inc. is a web design, development, and operations company based in Reston, Virginia, with an additional office in Atlanta. Founded in 2007, it specializes in the consumer publishing sector by providing digital products that include websites, mobile applications, and publishing tools. The company also offers online revenue programs aimed at enhancing audience engagement, brand awareness, and profitability for its partners. Its enterprise platform, Brightspot, focuses on digital application development and encompasses services such as content strategy, user experience design, multi-platform software development, search engine optimization, and hosting.

InstaMed

Venture Round in 2016
InstaMed Communications, LLC is a healthcare payments network that connects providers, payers, and consumers through a secure, cloud-based platform designed for managing healthcare payment transactions. Founded in 2004 and headquartered in Philadelphia, Pennsylvania, InstaMed offers several products, including InstaMed Online for Providers and InstaMed Online for Payers, both of which ensure secure and efficient management of healthcare payments. Additionally, InstaMed Connect allows for the integration of healthcare payments into various healthcare IT applications through its API. The company's technology enhances the healthcare payment experience by driving electronic transactions and facilitating the seamless movement of funds and healthcare data, ultimately improving consumer satisfaction. As of July 2019, InstaMed operates as a subsidiary of JPMorgan Chase Bank.

Accolade

Series E in 2016
Accolade, Inc. develops technology-driven solutions designed to assist individuals in navigating the complexities of the healthcare system and workplace benefits in the United States. The company provides a cloud-based platform that integrates support from a team of health assistants and clinicians, including nurses and behavioral health specialists, to offer personalized guidance. Primarily serving employers, Accolade enables employees and their families to access a centralized resource for their health and benefits needs. Founded in 2007 and headquartered in Plymouth Meeting, Pennsylvania, the company focuses on improving healthcare experiences, outcomes, and costs through personalized advocacy and engagement strategies.

Bay Dynamics

Series B in 2016
Bay Dynamics, Inc. develops automated cyber security and risk solutions for enterprises. The company offers Risk Fabric, a cyber risk analytics platform that analyzes cyber security related data collected by an organization, makes sense of the data, and communicates the risk insights to the right people to facilitate informed decision making. Its platform uses a common data model to deliver a consistent view of security and risk across executives, the board, line of business managers, and security professionals. The company provides solutions in the areas of insider threats, assets at risk, operational visibility, and executive communication. It serves Fortune 50 customers. Bay Dynamics, Inc. was founded in 2001 and is based in San Francisco, California. As of December 31, 2019, Bay Dynamics, Inc. operates as a subsidiary of Broadcom Inc.

LaunchPoint

Venture Round in 2015
LaunchPoint Ventures LLC is a provider of cloud-based solutions, software, and services tailored for healthcare organizations in the United States. The company specializes in payment and revenue integrity solutions for healthcare payers, along with consulting services in healthcare information and analytics. Its offerings include a coordination of benefits solution to avoid costs and enhance recoveries, an eligibility solution to correct member eligibility errors, and a Medicare Secondary Payer Validation solution for optimizing premium revenue. LaunchPoint also provides payment integrity assessments and subrogation solutions, integrating comprehensive data sets to improve financial outcomes. The company serves a diverse clientele, including commercial and government health plans, self-insured employer groups, and third-party administrators. Its two divisions, Ajilitee and Discovery Health Partners, focus on consulting, advisory services, and intelligent cost containment solutions within the healthcare sector. Founded in 2000 and based in Itasca, Illinois, LaunchPoint is driven by a management team with extensive experience in transforming small companies into significant players in the industry.

Complia Health

Funding Round in 2015
Complia Health is a prominent provider of technology and expertise for the long-term and post-acute care market. Serving nearly 3,000 organizations, including home health, residential, community care, and hospice agencies, Complia Health delivers essential clinical, operational, and financial solutions to enhance the quality of care. The company offers a range of innovative products, such as Procura, ContinuLink, Suncoast, Igea, and Progresa, which are designed to meet the unique needs of the sector. Complia Health also provides customized online education solutions in collaboration with leading universities, further supporting the professional development of care providers. With a team of health and technology experts located in the United States, Canada, and Australia, Complia Health is well-equipped to address the challenges faced by care organizations.

Saama

Series A in 2015
Saama is the number one AI-powered clinical analytics cloud platform company, unleashing wisdom from data to deliver better business outcomes for the life sciences industry. Saama’s unified, AI-driven clinical data analytics platform seamlessly integrates, curates, and animates unlimited sources of structured, unstructured, and real-world data to deliver actionable insights across all therapeutic areas. The award-winning platform gives unprecedented real-time visibility into clinical data, enabling sponsors to file New Drug Applications (NDAs) more efficiently to bring drugs to market faster and at lower costs. For more information, visit http://www.saama.com.

Seven Lakes Technologies

Series A in 2015
Seven Lakes Enterprises, Inc. designs and develops enterprise software solutions for the upstream oil and gas sector. Its solution include analytics and data management; production and operations; and accounting. Seven Lakes Enterprises, Inc. was founded in 2009 and is based in Westlake Village, California.

Kantata

Series C in 2015
Kantata, formerly known as Mavenlink, is a cloud-based software provider focused on enhancing the operational and financial performance of professional and marketing services organizations. Founded in 2008 and headquartered in Irvine, California, with an additional office in Melbourne, Australia, Kantata offers a comprehensive platform that includes capabilities such as project management, resource management, project accounting, and business intelligence. The platform serves a diverse range of clients, including those in information technology, agencies, and consulting, enabling them to streamline their operational processes and improve financial outcomes. Kantata's solutions are utilized by services organizations across more than 100 countries, facilitating enhanced collaboration and agility. The company has received recognition for its growth and innovation, being named one of the fastest-growing companies in North America and recognized as a leader in professional services automation and project management software.

Everspring

Series A in 2014
Everspring, Inc. provides a technology and services platform that delivers customized and integrated education solutions online. It provides online learning programs and data-driven insights to universities. The company’s services include academic operations, analytics, enrollment management, faculty engagement, learning design, marketing, student support, and technology. It serves students, faculty transition, and universities. The company was founded in 2011 and is based in Chicago, Illinois.

Infrascale

Series B in 2014
Infrascale Inc. is a cloud software company that specializes in data protection and management through its robust platform designed for high-volume cloud storage. The company offers a range of products, including SOS Business, a cloud backup and archiving solution for mission-critical data, and EndGuard, which provides centralized cloud-based backup for large enterprises. Additionally, Infrascale offers Infrascale FileLocker for enterprise file sharing and collaboration, and SOS Online Backup for individuals and small businesses. The company's solutions encompass Disaster Recovery-as-a-Service, ransomware mitigation, and data security across public, private, and hybrid cloud environments. Infrascale serves various sectors, including finance, healthcare, education, and government, and is headquartered in El Segundo, California, with additional offices in multiple locations worldwide. Founded in 2001, Infrascale is dedicated to enhancing data availability and security, thereby minimizing downtime for its clients.

Procura

Private Equity Round in 2014
Procura is the multinational post-acute software vendor of choice for home, hospice, private duty, community and aged care organizations across the United States, Canada and Australia.Our software solutions currently serve over 30,000 users at more than 2,300 customer sites, withover 229,000 employeesprovidingcare for 1.55 million individuals and managing 45,000 residential beds daily. Our customers include four of the five largest national providers of care in Canada, Kaiser Permanente and Interim HealthCare in the US, and we are one of the leading vendors of aged, disability, community and home care in Canada and Australia. Procura is headquartered in Victoria, BC and has offices in Chicago, IL, Boca Raton, FL, Sydney, NSW, Melbourne, VIC, and Brisbane, QLD.

Everspring

Venture Round in 2014
Everspring, Inc. provides a technology and services platform that delivers customized and integrated education solutions online. It provides online learning programs and data-driven insights to universities. The company’s services include academic operations, analytics, enrollment management, faculty engagement, learning design, marketing, student support, and technology. It serves students, faculty transition, and universities. The company was founded in 2011 and is based in Chicago, Illinois.

Accolade

Series C in 2013
Accolade, Inc. develops technology-driven solutions designed to assist individuals in navigating the complexities of the healthcare system and workplace benefits in the United States. The company provides a cloud-based platform that integrates support from a team of health assistants and clinicians, including nurses and behavioral health specialists, to offer personalized guidance. Primarily serving employers, Accolade enables employees and their families to access a centralized resource for their health and benefits needs. Founded in 2007 and headquartered in Plymouth Meeting, Pennsylvania, the company focuses on improving healthcare experiences, outcomes, and costs through personalized advocacy and engagement strategies.

Axiom Global Inc

Venture Round in 2013
Axiom provides tech-enabled legal, contracts, and compliance solutions for large enterprises. Its solutions combine legal experience, technology, and data analytics to deliver work in a way that dramatically reduces risk, cost, and cycle-time. The firm comprises 2,000-plus lawyers, professionals, process engineers, and technologists who serve over half the Fortune 100 across 15 regions and three centers of excellence globally.
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