Carrick Capital Partners

Carrick Capital Partners is a growth equity firm founded in 2012 and headquartered in San Francisco, with an additional office in Newport Beach. The firm specializes in investing in technology-enabled services, including business process outsourcing, transaction processing, and software as a service. Carrick Capital Partners focuses on companies within the business services and technology sectors across the United States, particularly those with revenues ranging from $10 million to $100 million. By leveraging their expertise and proven track record, the firm aims to create substantial value for its carefully selected investments.

Phil Bussey

Senior Vice President and Chief ESG Officer

Cameron Coane

Associate

Rob Delaney

Director

Michael Eginton

Associate

Kevin Gabura

Senior Associate

Tsering Tashi Lama

Associate

Jim Madden

Co-CEO and Co-Chair

James Madden

Co-Founder, Co-CEO and Co-Chairman of Investment Committee

Marc McMorris

Co-Founder, CEO and Chairman of Investment Committee

Matt Mellen

Vice President

Suzanne Passalacqua

Managing Director and CFO

Manasi Patwa

Associate

Tyler Pensa

Vice President

Mitchell Slodowitz

CFO and Managing Director

Aaron Symanski

Senior Vice President and CTO

Stephen Unterberger

Managing Director

Christopher Wenner

Managing Director

Ivan Whittey

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 is a financial wellness platform that enables employees to access their earned wages on demand, allowing them to control when they get paid. Founded in 2015 by Jason Lee and Robert Law, the company partners with organizations across various sectors to enhance employee engagement, recruitment, and retention. DailyPay's digital wallet system facilitates the transfer of funds directly to bank accounts, providing users with the flexibility to manage their finances more effectively. By offering this service, DailyPay not only supports individual financial security but also helps partner companies improve their overall profitability.

Factor

Acquisition in 2020
Factor Law Inc. offers managed legal services designed to address complex legal work at scale. Founded in 2019 and based in New York, with additional offices in Chicago, London, Belfast, and Poland, the company provides solutions for various legal needs, including deadline-driven regulatory projects and long-term managed services. Factor integrates experienced legal professionals with advanced technology and data-driven project management to enhance efficiency and reliability in legal processes. By combining traditional legal expertise with innovative approaches, Factor aims to deliver budget-friendly outcomes that meet the evolving needs of its clients. Formerly known as Axiom Managed Solutions, the company rebranded in January 2020, reflecting its commitment to redefining the alternative legal services sector.

Flatiron School

Acquisition in 2020
Flatiron School specializes in training individuals in web and mobile software development, focusing on in-demand tech skills such as software engineering, data science, and cybersecurity. The institution offers a rigorous 12-week program that emphasizes practical learning through pair programming and project-based discovery. Students engage in at least 500 hours of hands-on coding, applying best practices in languages and frameworks like Ruby, Rails, JavaScript, Object-Oriented Design, Git, and SQL. Through this intensive curriculum, Flatiron School aims to equip its students with the necessary knowledge and skills to succeed in the technology sector.

Infrascale

Series A in 2019
Infrascale Inc. is a cloud software company specializing in data protection and management solutions. The company offers a range of products, including SOS Business for cloud backup and archiving, EndGuard for centrally managed cloud-based backup, Infrascale FileLocker for enterprise file-sharing and collaboration, and SOS Online Backup for individuals and small businesses. Its platform supports high-volume cloud storage and enables seamless integration into enterprise infrastructures, while also allowing partners to build their own solutions. Infrascale's services encompass Disaster Recovery-as-a-Service, ransomware mitigation, and data security across public, private, and hybrid cloud environments. The company's solutions are utilized by various sectors, including finance, healthcare, education, and government, ensuring higher availability, better security, and reduced downtime. Founded in 2001 and headquartered in El Segundo, California, Infrascale also has offices in multiple locations worldwide, including the United Kingdom and Australia.

Infrascale

Series C in 2019
Infrascale Inc. is a cloud software company specializing in data protection and management solutions. The company offers a range of products, including SOS Business for cloud backup and archiving, EndGuard for centrally managed cloud-based backup, Infrascale FileLocker for enterprise file-sharing and collaboration, and SOS Online Backup for individuals and small businesses. Its platform supports high-volume cloud storage and enables seamless integration into enterprise infrastructures, while also allowing partners to build their own solutions. Infrascale's services encompass Disaster Recovery-as-a-Service, ransomware mitigation, and data security across public, private, and hybrid cloud environments. The company's solutions are utilized by various sectors, including finance, healthcare, education, and government, ensuring higher availability, better security, and reduced downtime. Founded in 2001 and headquartered in El Segundo, California, Infrascale also has offices in multiple locations worldwide, including the United Kingdom and Australia.

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
Provider of analytic insights and technology-powered services focusing on healthcare revenue and payment integrity. The company specializes in offering a range of services including premium restoration, coordination of benefits, data mining, subrogation and clinical audits, thereby helping healthcare payers improve payment integrity, increase revenue optimization and maximize efficiencies with government programs.

Exiger

Series A in 2018
Exiger LLC is a global provider of governance, risk, and compliance services, specializing in assisting heavily regulated corporations, financial institutions, and government agencies. Founded in 2013 and headquartered in New York, the company offers a comprehensive range of services, including compliance assessments, investigations related to financial crime, and government compliance monitoring. Exiger also provides diligence services for mergers and acquisitions, as well as technology solutions designed to enhance compliance efforts. The company is recognized for managing complex monitorships and has a strong presence in key global markets, with offices in multiple locations, including London, Hong Kong, Toronto, and Singapore. By combining practical advice with advanced technology, Exiger helps clients effectively navigate compliance challenges and develop sustainable risk management frameworks.

Saviynt

Series A in 2018
Saviynt Inc. is a provider of identity governance and administration as well as cloud security solutions that help enterprises secure their applications, data, and infrastructure on a unified platform. Founded in 2015 and headquartered in El Segundo, California, with additional offices in Atlanta, Sydney, Reading, and Bengaluru, the company offers specialized services for various applications, including Workday, Office 365, Salesforce, Oracle EBS, and SAP. Saviynt's platform integrates data access policies, access controls, and usage analytics with advanced role management and risk-based access management, addressing security and compliance challenges in both cloud and enterprise environments. The company aims to enable organizations to effectively manage access requests and ensure that all access is thoroughly reviewed and approved.

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, Inc. specializes in advanced machine learning solutions that assist businesses in optimizing decision-making and automating complex processes. The company develops a sophisticated intelligent document processing (IDP) platform that utilizes predictive algorithms to extract critical information, classify content, and enhance document search capabilities. This technology enables organizations to manage high cognitive load tasks more efficiently, thereby increasing employee productivity and unlocking valuable insights from their data. Founded by experienced AI entrepreneur Robbie Allen and computer science expert Lawrence Carin, Infinia ML boasts a team with significant academic and professional achievements, including numerous publications, patents, and advanced degrees. Through its innovative applications, Infinia ML aims to redefine the potential of human capabilities in the business landscape.

Brightspot

Venture Round in 2017
Developer of a content business platform designed to help companies transform their business content and digital experiences by creating enterprise applications at scale. The company's enterprise digital application development platform integrates with existing systems and data sources while providing editorial tools to its users and serves global clients across a number of end markets for a variety of use cases, including media and publishing, technical content and regulatory content, e-commerce content marketing, content story-telling and employee intranet applications, enabling customers to transform their business content and digital experiences across all channelsmore

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. specializes in automated cyber security and risk solutions for enterprises, particularly focusing on cyber risk analytics. Its flagship product, Risk Fabric, is a platform that analyzes security-related data within organizations, providing clear insights that help decision-makers understand and manage their cyber risks. The platform employs a common data model to present a unified view of security and risk, catering to a diverse audience that includes executives, managers, and security professionals. Bay Dynamics addresses critical areas such as insider threats, asset vulnerability, and operational visibility, enabling organizations to identify, prioritize, and mitigate significant cyber risks. The company's technology is recognized for its capability to detect anomalies and visualize data for effective risk management. Founded in 2001 and headquartered in New York, Bay Dynamics serves prominent clients, including Fortune 50 companies, and aims to ensure the integrity of sensitive information assets. As of the end of 2019, it 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 Technologies, Inc. is a data science solutions company that specializes in providing advanced analytics and data management services, primarily for the life sciences industry. The company offers a range of products, including custom analytical solutions for visualizing various data types, social governance risk and compliance analytics, and operational analytics to enhance business performance. Saama's AI-driven clinical data analytics platform integrates and analyzes diverse data sources, delivering actionable insights that help clients streamline processes such as filing New Drug Applications. Serving Global 2000 clients across sectors like healthcare, insurance, and consumer packaged goods, Saama also develops centers of excellence for business intelligence and data integration. Founded in 1997 and headquartered in Campbell, California, Saama maintains additional offices in the United States, Europe, and India, and collaborates with strategic partners to enhance its offerings.

Seven Lakes Technologies

Series A in 2015
Seven Lakes Technologies, founded in 2009 and headquartered in Westlake Village, California, develops enterprise software solutions tailored for the upstream oil and gas sector. The company offers a range of products designed to enhance operational efficiency and decision-making. Key offerings include Joyn FDG, an AI-driven production software that reduces lease operating expenses, and Joyn Analytics, which provides actionable insights on production and expenditures. Additionally, Seven Lakes Technologies provides tools such as Rig Scheduler for optimizing drilling programs, Well Lifecycle Manager for collaboration in well delivery processes, and a mobile solution for field operations. With offices in several major U.S. cities and Bengaluru, India, Seven Lakes Technologies aims to empower operators with data-driven insights to optimize their operations and maximize cash flow.

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. is a provider of customized online education solutions, helping universities design and deliver educational programs effectively. Founded in 2011 and based in Evanston, Illinois, the company offers a technology and services platform that includes academic operations, enrollment management, faculty engagement, learning design, marketing, and student support. Everspring's services are aimed at enhancing the online learning experience, providing data-driven insights, and supporting universities in strategic planning and analytics. The company partners with educational institutions to facilitate large-scale online, on-campus, and hybrid learning models, ensuring students have access to expert educational services and resources.

Infrascale

Series B in 2014
Infrascale Inc. is a cloud software company specializing in data protection and management solutions. The company offers a range of products, including SOS Business for cloud backup and archiving, EndGuard for centrally managed cloud-based backup, Infrascale FileLocker for enterprise file-sharing and collaboration, and SOS Online Backup for individuals and small businesses. Its platform supports high-volume cloud storage and enables seamless integration into enterprise infrastructures, while also allowing partners to build their own solutions. Infrascale's services encompass Disaster Recovery-as-a-Service, ransomware mitigation, and data security across public, private, and hybrid cloud environments. The company's solutions are utilized by various sectors, including finance, healthcare, education, and government, ensuring higher availability, better security, and reduced downtime. Founded in 2001 and headquartered in El Segundo, California, Infrascale also has offices in multiple locations worldwide, including the United Kingdom and Australia.

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. is a provider of customized online education solutions, helping universities design and deliver educational programs effectively. Founded in 2011 and based in Evanston, Illinois, the company offers a technology and services platform that includes academic operations, enrollment management, faculty engagement, learning design, marketing, and student support. Everspring's services are aimed at enhancing the online learning experience, providing data-driven insights, and supporting universities in strategic planning and analytics. The company partners with educational institutions to facilitate large-scale online, on-campus, and hybrid learning models, ensuring students have access to expert educational services and resources.

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

Venture Round in 2013
Axiom Global is a prominent alternative legal services firm based in New York City, providing tech-enabled legal, contracts, and compliance solutions for large enterprises. The firm leverages a combination of legal expertise, technology, and data analytics to streamline processes, thereby reducing risk, cost, and turnaround time for clients. With a workforce of over 2,000 professionals, including lawyers, process engineers, and technologists, Axiom serves more than half of the Fortune 100 companies across various sectors, including financial services, technology, energy, and life sciences. The firm's offerings encompass project management, contract analytics, corporate transactions, and general commercial agreements, supported by three centers of excellence across 15 regions globally.
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