Genstar Capital

Genstar Capital LLC is a private equity investment firm that makes leveraged investments in quality companies. They work in partnership with management to create value over the long term. With $3 billion of committed capital under management and significant experience operating and investing in businesses, Genstar Capital delivers the advantages of expertise, experience and patient capital to portfolio companies.
AA

Andrew Aubry

Associate

CB

Christopher Barry

Associate

J. Ryan Clark

President and MD

Robert Clark

Director

JC

Jean-Pierre Conte

Chairman and MD

Melissa Dickerson

CFO and MD, Operations

David J. Golde

MD

Mark Hanson

Operating Partner

GT

G. Thompson Hutton

Member of Strategic Advisory Board

DJ

Deryn Jakolev

VP

HJ

Harry James

Associate

Ben Marshall

Director

DM

Dominic Martellaro

VP

MM

Matthew McCabe

Principal

CN

Chong Ni

VP

Scott A. Niehaus

Principal

JP

John Plugge

Senior Associate

Sid Ramakrishnan

Principal

GR

Gretchen Robinson

VP, Investor Relations

Rob Rutledge

MD

Anthony J. Salewski

MD

TS

Tony Salewski

MD

Katie Solomon

MD, Talent Management

MU

Martin Urdapilleta

Associate

Eli Weiss

MD

Past deals in Alabama

Institutional Shareholder Services is a provider of corporate governance solutions for asset owners, hedge funds, and asset service providers. ISS’s solutions include objective governance research and recommendations, end-to-end proxy voting and distribution solutions, turnkey securities class-action claims management, and reliable global governance data and modeling tools. Institutional clients turn to ISS to apply their corporate governance views, identify governance risk, and manage their complete proxy voting needs on a global basis.

Alera Group

Venture Round in 2017
Alera Group is an independent, national insurance and financial services firm created through a merger of 24 like-minded, high-performing, entrepreneurial firms across the United States. Their Mission is to transform the client experience by providing a greater depth and breadth of tools and resources, education, innovative thinking and constant collaboration. They are committed to enhancing our service offering through national peer collaboration while maintaining their ability to provide our clients the experience and positive outcomes they’ve come to value.

OnCURE Medical

Acquisition in 2006
Oncure was founded in 1998 and is dedicated to helping patients fight cancer through the delivery of extraordinary care. In addition, Oncure offers patients access to many of the most advanced technologies in radiation treatment. See Treatment Options for more information. Oncure does not own nor manage physician practices, rather it collaborates with its affiliated radiation oncologists to provide quality patient treatment. See Medical Advisory Board for details.

Univita Health

Debt Financing in 2015
Univita Health, Inc. supplies outsourced services in the long-term care industry. The company offers long-term care insurance services, including product development and administrative support for both group and individual markets. It offers policy administration services, including application processing, premium billing, customer service, client treasury and accounting, claims and care management, underwriting, underwriting support, and claims services. The company also provides product development, risk management, compliance, and actuarial services. It processes applications for long-term care benefits and administers the policies and processes claims for medical, social, and personal-care services. The company provides a range of telephonic and face-to-face assessments utilizing its nationwide network of nurses. Univita Health was formerly known as Long Term Care Group, Inc. and changed its name in December 2008 following its acquisition by Genstar Capital, LLC. The company was founded in 1996 and is based in Eden Prairie, Minnesota with additional offices in Eden Prairie, Minnesota; El Segundo, California; Woodbury, Minnesota; Maitland, Florida; Natick, Massachusetts; Nashville, Tennessee; and Milwaukee, Wisconsin.

Advarra

Acquisition in 2019
Combining the expertise and resources of Chesapeake IRB and Schulman IRB, Advarra is a premier, full-service research compliance organization. Advarra leverages exceptional client service, innovative technology, enhanced regulatory expertise and global research compliance services to meet the increasingly complex needs associated with research.

Truck-Lite

Private Equity Round in 2019
Truck-Lite Co., LLC is headquartered in Falconer, New York, with additional U.S. manufacturing facilities in Wellsboro, Coudersport and McElhattan, Pennsylvania; Saline, Michigan; and Gilbert, Arizona. International facilities are located in Harlow and Birmingham England; Puebla, Mexico; and Eisenach, Germany. Truck-Lite is a major producer of safety lighting, forward lighting, wiring harnesses, mirrors, turn signal switches, and safety accessories to the heavy-duty truck, trailer and commercial vehicle industries.

PDI Software

Private Equity Round in 2017
PDI, the leader in enterprise management software for the convenience retail and petroleum wholesale markets, delivers solutions to connect to intelligent business. Our people-first approach, combined with our 35-year heritage and best-in-class technology, helps you thrive in today’s digital economy. We’re passionate about your success and delivering exceptional customer experiences. It’s time to reimagine enterprise management and connect to intelligent business.

Foreside Financial Group

Acquisition in 2021
Foreside Financial is a financial services company that specializes in the fields of regulatory compliance, fund CCO compliance, alternative investment compliance, and consulting solutions. Its services includes fund, broker-dealer and advisor compliance services, distribution consulting, and legal underwriting. It was founded in 1998 and headquartered in Portland, Maine.

Power Products LLC

Funding Round in 2017
Power Products LLC, headquartered in Menomonee Falls, Wisconsin, is a global, diversified electrical products platform with locations in The Netherlands, New Zealand, Mexico, Canada and the United States. The Power Products portfolio consists of leading brands for a variety of aftermarket and OEM customer segments in electrical construction and maintenance, recreational marine and specialty vehicles, industrial power, and transportation. Their legacy dates back to 1959 with the founding of Gardner Bender and since then they have built a world-class organization “Powering Innovation, Connecting with Customers.”
Confie is one of the nation’s largest and most respected independent personal lines insurance distributors, serving both the standard and non-standard markets. Our emergence is the result of organic growth and strategic acquisitions, and reflects our superior ability to meet our customers’ needs for cost, choice, and convenience. Our steadfast growth strategy, built on a powerful infrastructure and robust industry know-how, keeps us firmly poised to become the nation’s leading insurance distributor.

Lightspeed Systems

Private Equity Round in 2022
Education is undergoing a technology revolution. New devices and new tools are being added to the classroom every day. The IT department is responsible for keeping all this technology managed, safe, and working. That is where we come in. Lightspeed Systems partners with schools to make learning safe, managed, and mobile. Lightspeed Systems, supporting IT in schools since 1999. Our mission: to transform education by empowering IT departments in schools around the world -- and making it easy for them to empower their users.

CRF Health

Acquisition in 2018
CRF Health develops electronic clinical outcome assessment (eCOA) solutions for home and site-based phase I-IV clinical trials for various therapeutic areas and patient populations in the United States and internationally. Its eCOA solutions include Patient Reported Outcomes, Observer Reported Outcomes, and Clinician or Rater Reported Outcomes. CRF Health also provides TrialMax Touch, a handheld diary that patients at home or the caregiver use, TrialMax Slate that is designed for use by clinicians and caregivers on the study site, TrialMax Web, a web-based diary that is primarily designed for late phase trials, TrialStudio that enables the client to design and adapt eCOA questionnaires, TrialManager, a role-based online portal that provides instant visibility to patient-reported data; medical device integration solutions, and TrialMax Synapse that links TrialMax to eClinical systems. Moreover, CFR Health offers project management, collaborative design, data management, real time trial management, data collection networks, and patient-facing helpdesk support services. It provides its solutions for central nervous system, gastrointestinal, genitourinary, infectious disease, pain, respiratory, and vaccine studies for pharmaceutical and biotechnology companies. Timo Ahopelto, Jarkko Joki-Tokola and Jaakko Ollila founded CRF in 2000, which became CRF Health, with its headquarters in Plymouth Meeting in Pennsylvania. It has locations in the United States, the United Kingdom, Finland, and Romania.

Fairview Microwave

Acquisition in 2016
Fairview Microwave is a leading provider of high-quality RF and microwave components including adapters, connectors, attenuators, coaxial cables, terminations, and much more. Specializing in immediate product needs, we offer same-day shipping on thousands of in-stock items with no minimum purchasing requirements. Since 1992, Fairview (originally Sun Moon Electronics or SM Electronics for short) has been recognized for delivering unsurpassed quality, but our true strength lies on our customer service. We go to great lengths to get you the component you need as rapidly as possible and we do it all with a passion. Located in Allen, Texas, just north of the Dallas/Fort Worth Metroplex we have grown to become one of the premier suppliers of passive microwave components in the U.S. and across the globe. Fairview boasts over 5,000 microwave and RF parts, most in stock and ready to ship, which over 1 million products can be built and shipped as soon as same day.

iSqFt

Acquisition in 2014
Construction Software Technologies, Inc., doing business as iSqFt, provides online bid solicitation and preconstruction management solutions to general contractors, subcontractors, and suppliers in the United States. Its service products include private construction office that enables general contractors to distribute project plans, specs, addenda, and other documents to subcontractors and suppliers; and Internet Plan Room, which provides subcontractors, suppliers, and professional estimators with access to project information, plans, specs, and addenda for publicly bidding construction projects. The company's products also include SupplyLink LEADS for building product manufacturers to generate and deliver leads through a network of construction plan rooms. Construction Software Technologies, Inc. was founded in 1993 and is headquartered in Cincinnati, Ohio.

20-20 Technologies

Acquisition in 2021
Founded in 1987, 20-20 Technologies has been leading the world in computer-aided design, business and manufacturing software for the interior design and furniture industries for more than 20 years. 20-20 Technologies’ solutions cover the entire supply chain, from plant floor to point of sale. They have become the industry standard for their breadth of functionality and catalog content as well as their cutting-edge 3D rendering. 20-20 Technologies owes its unrivalled expertise and longevity in the industry to the calibre of its more than 500 employees and extensive network of partners worldwide. The company operates in 11 countries.

BBB Industries, LLC

Acquisition in 2018
BBB Industries, LLC, headquartered in Mobile, Alabama, is a privately held, world-class manufacturer and distributor to the North American vehicle aftermarket. BBB's unique platform provides non-discretionary and application-specific aftermarket replacement parts, primarily remanufactured starters, alternators, brake calipers and power steering products, for virtually all domestic and imported cars and light and heavy duty trucks in North America, as well as for many power sport and specialty applications. BBB's core value proposition of providing "the right part, in the right place, for the right price" has made the company the supplier of choice for professional installers in North America. BBB is the unquestioned leader in the "Do-It-For-Me" ("DIFM") segment serving professional installers who make the majority of the purchase decisions. BBB's key advantages for its customers include: (i) more than 11,000 unique application-specific SKU's ensuring BBB can satisfy its customers' complete product needs, (ii) a network of 9 distribution centers allowing BBB to fill orders anywhere in North America within 24 hours, (iii) exceptional attention to detail and quality guaranteeing the best performing and longest lasting products in the industry, and (iv) outstanding customer and technical service to our customers and their installer customers. BBB was founded in 1987 by brothers Jeffrey and Bruce Bigler. They initially operated the company as a regional remanufacturer of rotating electrical parts, focusing primarily on the niche import market. BBB established a reputation with its Southeast area customers as a reliable supplier of high quality, hard-to-find, remanufactured starters and alternators.

Apex Group

Acquisition in 2017
Apex China is part of Apex Group Ltd, one of the world’s largest fund administrators. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain; from middle office and corporate services to custody and depositary solutions. The globally distributed service model is delivered by over 2000 staff across 40+ offices. Apex now administers the investments of some of the largest funds and institutional investors in the world with a total AuA of Circa $560 billion (USD).

Vector-Solutionscom

Acquisition in 2021
Vector Solutions sets the standard for excellence in delivering online continuing education, training and performance management solutions to the architecture, engineering and construction (AEC) industries, as well as industrial, public safety and IT fields. Through its brands RedVector, TargetSolutions and LearnSmart, Vector Solutions offers individual courses as well as and large-scale corporate training solutions via a state-of-the-art Learning Management System.

Tekni-Plex, Inc.

Acquisition in 2017
Tekni-Plex is one of the world’s leading manufacturers of innovative, high quality packaging and tubing materials for products used every day by millions of consumers around the globe. We operate 24 manufacturing sites in 8 countries across North America, Europe, and Asia, we supply the leading international brands in healthcare, food and beverage, and consumer retail with the components they require to safely and reliably protect and deliver their products. Through our extensive knowledge of chemistry, we create specific plastic and rubber compounds and components that meet the needs of our customer’s delivery challenges for products as diverse as over-the-counter medicine, household cleaners, food, cosmetics, beverages, and oxygen. At our state-of-the-art Global Technology Center in Ohio, USA, we continue to build upon our expertise to create new compounds and products to meet our customers’ needs well into the future. Tekni-Plex was created by bringing together industry leaders over the past fifteen years. All 8 of our companies are leaders in our respective segments, and many have been in business for 60 or more years. We are committed to remaining a leader in innovation serving the world’s needs for quality packaging and tubing for many years to come.

AmeriLife

Secondary Market in 2022
The AmeriLife Group of companies includes more than 45 individual marketing organizations and agencies, working with over 100,000 independent insurance agents from California to the Carolinas. The company's remarkable growth is the result of vision and innovation, resulting in record expansion, production, sales and profits in recent years.

OEConnection LLC

Acquisition in 2019
OEConnection (OEC) is the leading parts ecommerce technology provider for OEM distribution networks, serving over 20 OEMs and 100,000 dealership and repair customers. Customers use OEC solutions millions of times each month to access real-time, dynamic pricing and to market, manage and move original equipment parts, facilitating an estimated $20 billion in annual replacement parts trade. The company is headquartered in the greater Cleveland area at 4205 Highlander Parkway, Richfield, Ohio, 44286.

Insight Software

Private Equity Round in 2021
Insightsoftware.com was formed in 2000 to address a critical need for business professionals to extract and analyze data from extensive ERP systems. Today, insightsoftware.com provides a range of solutions that have helped organizations and enterprises worldwide solve some of their most complex business challenges.

Blue Star Sports

Acquisition in 2017
Blue Star Sports (BSS) is poised to become the industry leader in youth sports management by centralizing all operations and providing a complete solution for all youth sports leagues, clubs and associations. Backed by the owner, president and general manager of the Dallas Cowboys, Jerry Jones and his family, Bain Capital, Worldpay and Providence Equity, Blue Star Sports is headquartered in Frisco, Texas, and will host its executive team at The Star – the future world headquarters of the Dallas Cowboys. To learn more about how Blue Star Sports will revolutionize youth sports management.

2-10 Home Buyers Warranty

Acquisition in 2018
2-10 Home Buyers Warranty is a company that provides structural warranties.

All Web Leads

Acquisition in 2015
All Web Leads, Inc., a customer acquisition marketing company, develops online platform that finds, engages, and converts consumers into paying customers for insurance agents, brokers, and carrier customers in the United States. The company offers Customer Acquisition Marketing technology platform that offers insurance leads, such as auto, health, life, and home insurance leads, as well as renters, senior health, long term care, disability, annuity, business property/casualty, and business benefit leads. The company connects with consumers through various methods, including search engine marketing, search engine optimization, email, display advertising, and social media marketing. All Web Leads, Inc. has a strategic partnership with QuinStreet Inc. The company was founded in 2005 and is based in Austin, Texas.

Infinite Electronics

Acquisition in 2016
Infinite Electronics is a leading global supplier of electronic components serving the urgent needs of engineers through a family of highly recognized and trusted brands. Our portfolio brands are specialists within their respective product set, offering broad inventories of engineering-grade product, paired with expert technical support and same-day shipping. Over 175,000 customers across a diverse set of markets rely upon Infinite Electronics to stock and reliably ship urgently needed products every day. Operating under the Pasternack, Fairview Microwave, L-com, MilesTek, KP Performance Antennas, PolyPhaser, Transtector, RadioWaves, Kaelus, Aiconics, Integrated Network Cable (INC), Show Me Cables and ECore Cables brand names, Infinite Electronics serves a global engineering customer base with deep technical expertise and one of the broadest inventories of products available for immediate shipment.

Evolution Of Benefits

Acquisition in 2010
Evolution Benefits simplify the business of healthcare through innovative healthcare software and payment solutions that administer and manage consumer directed accounts and exchange integration solutions, such as defined contribution plans, HSAs, HRAs, FSAs, VEBAs, PRAs, wellness plans, and transit plans.

Inside Real Estate

Private Equity Round in 2021
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.

Worldwide Facilities, LLC

Acquisition in 2019
Established in 1970, Worldwide Facilities is a national insurance wholesale broker and managing general agent. Their team of insurance specialists have access to virtually every specialty domestic and international insurance market. With satellite offices in major metropolitan areas like Chicago, Phoenix, Atlanta, St. Louis, and Houston, we are dedicated to bringing our best resources to every opportunity—across the entire United States.

Accruent

Acquisition in 2016
Accruent is a global software company that helps organizations achieve superior performance by transforming how they manage their physical resources. Its innovative, industry-leading cloud-based software and services enable organizations to optimize all stages of real estate, facilities and asset management, from capital planning through to IoT-based monitoring and control. With a proven track record across two decades, Accruent has created the only integrated SaaS-based framework and reporting platform for full lifecycle physical resource management. More than 7,000 global customers depend on Accruent solutions to drive out hidden costs, extend asset lifecycles, protect their brands, ensure compliance and deliver on the missions of their organization. Headquartered in Austin, Texas, Accruent serves a wide range of industries in 149 countries around the world.

Association Member Benefits Advisors, Ltd.

Private Equity Round in 2021
Association Member Benefits Advisors, Ltd., an insurance agency, focuses on designing plans, negotiations, and the implementation of benefits for associations. It offers supplemental insurance benefits, such as dental and vision plans, long-term care policies, tax deferred annuity, final expense whole life insurance policies, accident expense insurance policies, first diagnosis heart attack and major heart surgery insurance policies, air and ground ambulance transportation services insurance, and cancer/heart/stroke policies, as well as merchant discounts and travel benefits. The company was founded in 1981 and is based in Austin, Texas.

Insurity

Private Equity Round in 2016
Insurity provides policy administration, claims, billing, and analytics software to more than 100 insurance companies. A market leader in deploying policy administration software and full service solutions to the property & casualty insurance market, Insurity’s solutions process billions of dollars of premium each month and address the needs of all carriers – large and small, national or regional, commercial, personal, or specialty lines writers, as well as MGAs.

OTP Industrial Solutions

Acquisition in 2019
OTP Industrial Solutions is an industrial distributor and expert technical support for industrial pumps, fluid power, finishing, mechanical, bearings and electrical applications. Offering superior, internationally acclaimed products, resources and equipment, combined with a high level of knowledge and passion, OTP Industrial Solutions deliver valuable solutions designed to help customers achieve their goals. Founded in 1963, the company also offers repair services and maintenance programs designed to reduce costs and improve operations.

Sphera Solutions, Inc.

Acquisition in 2016
Sphera is the global provider of Web hosting automation and management software, today announced that it has expanded its management team and moved its corporate headquarters to Denver, Colorado. In the coming months, Sphera will continue to leverage recent funding to support and build its infrastructure in high-potential markets, strengthen its technology portfolio, increase sales and marketing initiatives and increase support for its global customers.

TravelCLICK

Acquisition in 2007
TravelClick provides cloud-based software solutions for hoteliers worldwide. It offers reservation solutions such as iHotelierm that is a central reservation system, iHotelier Web 3.0 that is a game-changing web booking engine, iHotelier Mobile that is a mobile booking engine, iHotelier Global Distribution Systems (GDS) that promotes hotel’s availability in third party channels, Channel Management that provides hotel channel management solutions, iHotelier VoicePro, a private label voice reservations solution, iHotelier Demand that offers access to distribution channels and partnerships, and iHotelier PMS, a property management system solution. TravelClick provides business intelligence solutions that include Rate360 that is a rate comparison tool, Agency360 that gives access to the database of agency bookings, Demand360 that offers access to information and in-depth reports and Enterprise Solutions that is a platform that provides market research and analytical tools. It offers media solutions such as Travel Agent Media that is a solution that drives high value bookings, Display Marketing that is a tool for researching hotels and display remarketing, and Pay-Per-Click Advertising that helps to drive traffic and bookings to hotel’s website. TravelClick provides web solutions in the areas of custom websites, search engine optimization, and social media optimization, guest management, a customer relationship management database and e-mail marketing solution, and training and support services. Global Marketing Services that began operation in 1987 later became TravelClick. TravelClick has its headquarters in New York City. It has additional offices in Barcelona in Spain, Chicago in Illinois in Dubai in the United Arab Emirates, Atlanta in Georgia, Melbourne in Australia, Singapore, Shanghai in China; Hong Kong, New York City, Philadelphia in Pennsylvania, Orlando in Florida, and Tokyo in Japan.

DAXKO

Private Equity Round in 2021
Headquartered in Birmingham, Alabama, Daxko is a leading provider of operations and financial management solutions for member-centric nonprofits, with a particular focus on the $6 billion YMCA market. Daxko's OnDemand software suite, including Daxko Operations and Daxko Accounting, help customers operate more efficiently, grow healthier organizations, and serve their communities more effectively.

Pasternack Enterprises

Acquisition in 2016
Over the last 40+ years, a lot has changed in the RF and Microwave industries. However, some things remain the same, like Customers’ demand for a reliable source of quality products supported by superior technical and customer service. Since 1972, Pasternack has steadily grown by aligning its offerings to match the needs of our Customers. We maintain an inventory of more than 40,000 products that are always available which gives you access to products ranging from the rare, hard-to-find specials to the broadest array of industry standards. Today, Pasternack is a global supplier of RF and Microwave components supported by a growing list of 19 International Distributors who service customers in more than 35 countries worldwide and partner with us in pursuit of our vision to be the world’s most recognized and trusted provider of urgently needed RF/Microwave components and assemblies. Pasternack continues its mission to provide the users of RF and Microwave components and assemblies the broadest and deepest selection of products available for same-day shipment worldwide.

Asset International

Acquisition in 2014
Asset International, Inc. owns and operates publishing, email, newsletter, and education portals focusing on retirement and international securities services industries. The company provides news, content, research, training and e-commerce solutions. Additionally, it offers industry research, sponsors conferences, and training to retirement professionals. The company owns, publishes, and operates plansponsor.com, Plansponsor Magazine; Daily NewsDash and AdvisorDash newsletters; Plansponsor Pathfinder; Global Custodian Magazine; and globalcustodian.com. Asset International was incorporated in 1985 and is based in Stamford, Connecticut.

Insight Software

Private Equity Round in 2019
Insightsoftware.com was formed in 2000 to address a critical need for business professionals to extract and analyze data from extensive ERP systems. Today, insightsoftware.com provides a range of solutions that have helped organizations and enterprises worldwide solve some of their most complex business challenges.
At Panolam® Surface Systems, they are bringing more to the surface. With 600 colors, 28 finishes and a range of treatments for varying conditions, they offer the broadest selection of integrated surface solutions. More choices mean more solutions and time-savings in selecting materials. With their portfolio of brands, customers can find exactly what they need and even discover solutions they never imagined. For over 60 years, they have studied the “wearability” and durability of surfaces in all of life’s conditions - from high-traffic emergency rooms, dormitories, stadiums and industrial plants to residences, upscale restaurants, offices and retail boutiques. Their materials are developed to meet the aesthetic criteria of the most demanding architects and designers and to withstand the friction, the impact and ever-changing conditions of life. With their staff of design and technical experts to guide you, their portfolio of brands and their custom solutions, the possibilities are virtually limitless. They can help you select the perfect materials to fulfill your vision and they can show you how multiple Panolam® products work together as a system.

Drillinginfo

Acquisition in 2018
Drilling Info accelerates workflows and business critical decision processes for the oil and gas industry resulting in faster, smarter, safer exploration and production of global resources with their comprehensive array of information, intelligence and analysis platforms. Drilling Info has more than 2,700 accounts globally with more than 20,000 users. Drilling Info members produce more than 90 percent of domestic oil and gas in the United States. The Company is headquartered in Austin, Texas and has offices throughout the U.S oil patch in addition to the UK, Southeast Asia, and South America.

Mercer Global Advisors Inc.

Acquisition in 2015
Mercer Advisors Inc. is a total wealth management firm that provides fee-only comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management services to affluent individuals. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with nearly $6 billion in assets under management and more than 4,300 clients.

Bracket Global LLC

Acquisition in 2017
Bracket Global LLC provides clinical services and clinical technology solutions for various clinical trials. It offers a portfolio of eClinical tools, including interactive voice and Web response systems to support subject screening, randomization, drug supply management, site management, and electronic patient reported outcomes; and ePRO-LOG that enables users to customize and manage their patient diaries from a source. The company also provides IR2, an in-study ratings reliability solution to address various problems that can arise using subjective study instruments; VERIFIED, a video enhancement of rater interviewing for independent evaluation of data solution that provides monitoring and support to sites and raters throughout the study; Rater Station platform, an electronic clinical outcomes assessment tool to improve performance and outcomes in clinical trials; Rater Station Web, a platform used for sponsors and clinicians to support the management and conduct of clinical trials; Concordant Rater System, a technical solution for central nervous system trials; Bracket Patient Diary that allows for patients to report symptoms and complete diaries; Bracket RTSM for managing clinical supplies and randomization in clinical trials; and Bracket Analytics, a stand-alone tool that gives study managers and sponsors a dashboard of their clinical trial progress. It offers CDR System that provides clinical researchers with a technology to assess the various aspects of cognitive function, including attention, concentration, short-term working memory, and long-term episodic memory; and various trial efficiency solutions, as well as training and certification services. It serves pharmaceutical, biotech, and medical device sponsors, as well as contract research organizations worldwide. The company was founded in 2001 and is based in Wayne, Pennsylvania with an additional office in Boston, Massachusetts.

Insurity

Acquisition in 2011
Insurity provides policy administration, claims, billing, and analytics software to more than 100 insurance companies. A market leader in deploying policy administration software and full service solutions to the property & casualty insurance market, Insurity’s solutions process billions of dollars of premium each month and address the needs of all carriers – large and small, national or regional, commercial, personal, or specialty lines writers, as well as MGAs.

Prometheus Group

Acquisition in 2019
Prometheus Group is an enterprise application software company specializing in improving the usability and user adoption of SAP plant maintenance. Developed jointly with end users, our software enhances the customer experience with intuitive functionality, graphical visualization, and simple processes. Our certified solutions “live” inside of SAP and enable companies to increase productivity, reduce costs and improve reporting. Prometheus Group’s SAP certified solutions have been proven to integrate with SAP. Our solutions have been certified for integration with SAP NetWeaver 7.01 via the SAP integration scenario ABAP Add-On Deployment for SAP ECC 6.0 EhP4. In summary, our solutions meet the technical and syntactical consistency of the Add-On in accordance with SAP certification procedures.

Cetera Financial Group, Inc.

Acquisition in 2018
Cetera Financial Group is one of the nation’s largest privately-held, independent broker-dealer and investment adviser families. Through its four independently managed firms: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Institutions (Cetera Investment Services LLC), and Cetera Financial Specialists LLC, it provides comprehensive broker-dealer services, innovative technology, and competitive advisory programs to approximately 6,500 independent financial professionals and more than 600 financial institutions. Cetera was formed on February 1, 2010, upon the sale of three ING broker-dealers and their technology and back-office support teams to an affiliate of Lightyear Fund II, L.P., which is managed by Lightyear Capital LLC, a private equity firm specializing in financial services. Led by CEO Valerie Brown, Cetera’s diverse management team is comprised of industry veterans averaging more than 22 years’ experience in financial services, and is governed by an executive board that brings an additional wealth of investment and technology acumen to the group. Committed to using our collective knowledge and expertise in service to and for others, Cetera is focused on the growth of our affiliated financial professionals’ independent practices by giving them the industry and market insight, technology, resources and solutions they need to better focus on helping their clients pursue their own financial goals
Equinoxe is a premium boutique service provider founded in 2007 by experienced hedge fund administration professionals. Headquartered in Bermuda, with offices in Bermuda, Dublin, Sligo, Atlanta, Mauritius, Malta, and Singapore. We are a full-service alternative investment fund administration company. We offer significant depth of experience from operations to board level across the management team. We have had experience in the set up of over 200 funds, the servicing of over $50bn in assets and the management of company growth from launch to integration into one of the world’s largest banks. www.equinoxeais.com
Sonny's Enterprises Inc. is a car wash company specializing in conveyorized car wash.

PDR Network

Acquisition in 2015
Trusted by generations of healthcare providers, PDR delivers innovative health knowledge products and services that support prescribing decisions and patient adherence to improve health. As a leading provider of behavior-based prescription management programs, PDR provides event-driven and clinically relevant healthcare messaging through its patented process that improves patient compliance and outcomes, while preserving privacy. This network is made up of e-prescribing, electronic medical record (EMR), and electronic health record (EHR) applications, chain and independent pharmacies, and sponsors of healthcare-related education such as pharmaceutical manufacturers, health plans, payers, and pharmacy benefit managers.

Pretium Packaging

Acquisition in 2014
Pretium Packaging, headquartered in Chesterfield, Missouri, is among the nation's largest manufacturers of customized, high-performance rigid plastic bottles and containers. With more than 650 customers, including global consumer packaged goods companies, as well as national, regional and local customers, the Company supplies a wide range of bottles and containers to food, personal-care, household, healthcare and pharmaceutical products end markets. The Company currently operates ten manufacturing facilities, nine in the United States and one in Canada, and employs more than 1,000 personnel.