CMS Companies

CMS Companies, founded in 1969 and headquartered in Wynnewood, Pennsylvania, is a private equity firm and investment resource that focuses on buyouts and fund of fund investments in private equity. The firm has successfully attracted approximately $3.5 billion in equity from a distinguished clientele, primarily consisting of self-made business leaders, enabling the acquisition of over $12 billion in assets. CMS is actively involved in the wealth allocation process alongside its clients and their advisors. The firm co-founded M Financial in the mid-1970s, which has since become a leader in the life insurance sector with over $120 billion in policies. CMS specializes in building life insurance portfolios through more than 20 proprietary products and strong partnerships with major insurance carriers. The firm's wealth transfer initiatives are executed through its divisions, Capital Management Systems for non-variable products and CMS Investment Resources for variable products.

3 past transactions

Henley-Putnam University

Venture Round in 2010
Henley-Putnam University is an accredited online institution that specializes in strategic security education. Founded in 2001 and located in Santa Clara, California, it offers a range of degree programs, including six bachelor's and master's degrees, a doctorate program, and certificates in various related fields. The university's curriculum is designed to support professionals in the strategic security sector, particularly those in law enforcement, military, and intelligence roles. Key areas of study include intelligence management, counterterrorism, and protection management, with courses such as Advanced Intelligence Operations and Foundations of Terrorism. In 2007, it rebranded from its former name, California University of Protection and Intelligence Management, and it operates as a subsidiary of National American University Holdings, Inc.

Vertical Alliance, Inc

Series A in 2000
Vertical Alliance, Inc. specializes in customizable online training and communication tools, aimed at helping businesses enhance their performance through standardized and trackable communication methods. The company has developed Vertical Tracker 2.0, a comprehensive web management software solution that serves as a closed-loop customer acquisition and retention engine. This platform enables businesses to transform existing websites or create new ones that function as integrated e-commerce, e-tracking, and e-publishing hubs. Vertical Tracker 2.0 offers several advantages, including rapid deployment capabilities and a cost-effective pricing structure compared to other market options. The company's leadership team, including founder David Cooper and key executives with extensive experience in software development and telecommunications, drives its innovative approach. Additionally, Vertical Alliance provides integrated ticketing solutions that enhance venue profitability and foster customer loyalty by allowing clients to manage their own ticketing operations and deliver personalized marketing offers.

bTrade

Series B in 2000
bTrade.com, previously known as Comm-Press Technologies, Inc., specializes in infrastructure solutions that connect e-Business partners and communities, accommodating both Internet and legacy systems without necessitating alterations to existing applications. The company focuses on providing Transaction Delivery Network solutions that are crucial for establishing secure, reliable, and scalable e-Business networks. bTrade offers Managed File Transfer (MFT) technology, which enables enterprises to share sensitive data across various applications and organizations while adhering to stringent security and compliance requirements. Additionally, bTrade facilitates Private and Public Trading Exchanges, as well as Peer-to-Peer Communities, ensuring full participation among members and enabling the efficient transfer of large volumes of critical data over the Internet and private networks.
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