Endicott Group, established in 1996 and based in New York, is a private equity investment firm that specializes in investing in and providing advisory services to middle-market financial institutions. The firm focuses on making both majority and minority investments in lower middle-market companies, with a particular interest in technology-enabled, business-to-business information services. Endicott Group has built a reputation for integrity and transparency in its investment practices, positioning itself as a trusted partner in the financial services sector. As a Registered Investment Adviser, the firm is committed to fostering growth and development within its portfolio companies.
Datassential is a food and beverage intelligence platform based in Los Angeles, California, that specializes in providing menu trend analysis, brand optimization, new product development, and market sizing solutions for customers in the foodservice and retail sectors. The company offers a range of services, including MenuTrends DIRECT for menu analysis, MenuTrends INSIDER for tracking limited-time offers and new items, and custom analysis through MenuTrends Reports. Its new product development services encompass needs analysis, concept testing, and sales forecasting, along with BrandIQ, which evaluates brand positioning and enhancement strategies. Datassential also conducts comprehensive category studies to identify trends, customer targets, and growth opportunities, and offers tools such as AdTest for advertising testing and Vista for market sizing projections. Additional services include industry studies across various food categories, online and phone-based research, and specialized pricing and perceptual mapping tools.
CFRA
Private Equity Round in 2023
CFRA is a leading provider of forensic accounting research, analytics, and advisory services, dedicated to revealing discrepancies between reported financial results and underlying economic realities. With over 20 years of experience, CFRA employs a rigorous process to identify cases where traditional financial reporting may misrepresent a company's true health. The firm serves a diverse clientele, including institutional investors, corporations, academic institutions, and individual investors, offering comprehensive coverage across global sectors, industries, and various investment vehicles. By delivering unbiased insights and analysis, CFRA aids its clients in making informed investment and risk management decisions without the conflicts of interest associated with asset underwriting or management.
Media Radar
Private Equity Round in 2022
MediaRadar, now including the data and capabilities of Vivvix, powers the mission-critical marketing and sales decisions that drive competitive advantage. Our innovative solutions enable clients to achieve peak performance with always-on marketing intelligence that spans the media, creative, and business strategies of five million brands across 30+ media channels. By bringing the advertising past, present, and future into focus, our clients rapidly act on the competitive moves and emerging advertising trends impacting their business.
Information Clearinghouse
Acquisition in 2021
Information Clearinghouse Inc. is a financial firm providing credit risk management solutions for financial and credit professionals.
Market Service
Acquisition in 2021
Market Service Inc is a one-stop credit resource specializing in private company information.
GovSpend
Private Equity Round in 2021
GovSpend offers a dataset on federal, state, and local spending. They develop an industry-defining suite of analytics, insight, search, and data feed products built on top of the most comprehensive, accurate, and timely database of government spending, bids, contracts, and contact information on the market.
MANTL
Series A in 2020
MANTL provides cloud-based enterprise software tailored for banks and credit unions, allowing these financial institutions to leverage modern technology while maintaining control over their brand identity. The platform enhances user banking experiences and offers tools for workflow management and automation, ensuring a streamlined process throughout the customer lifecycle. By integrating directly with legacy core banking systems, MANTL enables account opening modernization and efficient back-office operations, consolidating data in a single location. This approach supports banks and credit unions in expanding their deposits and acquiring new customers effectively.
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