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 online university that focuses on strategic security: intelligence management, terrorism and counterterrorism, and strategic security and protection management. It offers six bachelors and masters degree programs, a doctorate program, and certificates in seven subject areas. Henley-Putnam University was formerly known as California University of Protection and Intelligence Management and changed its name to Henley-Putnam University in 2007. The institution was founded in 2001 and is based in Santa Clara, California. As of March 21, 2018, Henley-Putnam University 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, formerly Comm-Press Technologies, Inc., is the leading provider of infrastructure solutions that link e-Business partners and communities, whether Internet or legacy-based, without requiring changes to any existing applications.
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