Private Equity Round in 2025
Equity Methods, LLC is an accounting firm based in Scottsdale, Arizona, specializing in valuation, financial reporting, and human resource advisory services related to equity compensation and other complex securities. Founded in 1998, the company offers a range of services, including financial reporting for equity compensation, outsourced budgeting and forecasting, and tax reporting. It also provides valuation services for various securities, such as total shareholder return awards and stock options. Additionally, Equity Methods features AwardTraq, a tool that delivers real-time information on total shareholder return awards. The firm supports clients with human resource advisory services, focusing on pay and performance disclosure, compensation analytics, and participant communication. Through its comprehensive offerings, Equity Methods assists clients in addressing their equity compensation valuation and reporting needs.
Equity Methods, LLC is an accounting firm based in Scottsdale, Arizona, specializing in valuation, financial reporting, and human resource advisory services related to equity compensation and other complex securities. Founded in 1998, the company offers a range of services, including financial reporting for equity compensation, outsourced budgeting and forecasting, and tax reporting. It also provides valuation services for various securities, such as total shareholder return awards and stock options. Additionally, Equity Methods features AwardTraq, a tool that delivers real-time information on total shareholder return awards. The firm supports clients with human resource advisory services, focusing on pay and performance disclosure, compensation analytics, and participant communication. Through its comprehensive offerings, Equity Methods assists clients in addressing their equity compensation valuation and reporting needs.
Private Equity Round in 2025
MCF Advisors is a wealth management firm located in Covington, Kentucky, established in 2004. The firm provides a range of services tailored for individuals and small businesses, including financial planning, portfolio management, tax advisory and preparation, as well as business accounting and consulting. MCF Advisors also offers the selection of other advisors, such as private fund managers, and provides bill-payment services. The firm operates as a Registered Investment Adviser, with its assets managed by an executive management team dedicated to serving the financial needs of its clients.
Centralis Group is an asset management firm specializing in providing comprehensive corporate, treasury, infrastructure, and debt administration services. The firm caters to multinational organizations, private equity firms, and international fund structures, offering a wide array of services that include incorporation, corporate secretarial support, accounting, management, tax compliance, payroll, and human resources. Centralis Group assists its global clientele in navigating complex regulatory and fiscal requirements, ensuring efficient and compliant operations across various jurisdictions.
Private Equity Round in 2025
The Wealth Alliance offers financial planning and seasoned advisory services to to individuals and businesses.
Private Equity Round in 2023
Dentive, LLC, founded in 2020 and headquartered in Provo, Utah, operates as a dental service organization that offers technology-enabled non-clinical support to dental practices. The company focuses on assisting dentists in scaling their operations while preserving the quality of care and enhancing their professional lives. By providing management consulting services, Dentive aims to optimize and streamline dental businesses, fostering growth and profitability. Their approach includes implementing effective leadership structures, bonus programs, and benefits, along with tools to measure performance, ultimately improving the efficiency and productivity of their clients' practices.
Private Equity Round in 2021
Fullscript is an online health platform designed for health professionals to enhance patient care through integrative medicine. It provides a free supplement dispensing solution that allows practitioners to manage prescriptions seamlessly, whether through virtual dispensing, in-office sales, or group care. The platform features over 300 practitioner-grade supplement brands and includes tools for patient adherence, such as automated refills and educational resources, to promote ongoing wellness. Additionally, Fullscript supports practitioners with marketing materials and curated wellness content, enabling them to engage effectively with patients and maintain their practice's visibility. This comprehensive approach simplifies the process of recommending and managing supplements, ultimately improving patient outcomes.
Private Equity Round in 2021
Fortra offers infrastructure protection, data security, automation, and IBM i solutions. Their service includes managed services, consulting, product services, and training.
Private Equity Round in 2021
Merit Financial Advisors is a financial services firm focused on helping individuals, particularly those in or nearing retirement, achieve their financial goals. The firm offers a range of services, including wealth management, financial planning, and investment management, tailored to meet the unique needs of its clients. By providing education and guidance, Merit Financial Advisors aims to empower clients to gain financial freedom and navigate life transitions effectively. Additionally, the firm extends its expertise to businesses, enhancing their financial wellness and risk management strategies.
Aceable, Inc. is a mobile application developer that specializes in online education, primarily focusing on state-approved driving and real estate courses. Founded in 2012 and headquartered in Austin, Texas, the company provides a range of driving education options tailored for different age groups and states. Its offerings include traffic law and substance abuse education for individuals aged 14 and older in Florida, teen driving courses for those aged 14 to 17 in Texas, adult driving courses for individuals aged 18 and older in Texas, and defensive driving courses for various ages. Additionally, Aceable aims to make learning accessible and engaging by transforming traditional educational content into practical knowledge that users can easily access. The company also operates in Georgia, expanding its reach in the online education sector.
Private Equity Round in 2020
Stova is an end-to-end event management solution that provides technology-enabled services throughout the entire event life cycle. The company has developed a virtual engagement platform that serves as an alternative to face-to-face meetings, enabling users to plan and execute events, conferences, and trade shows effectively. Stova's software offers a mobile application that engages attendees and enhances their experience. By leveraging post-conference data and social network contacts, Stova aims to maximize attendee engagement, ensuring that participants remain actively involved throughout the event.
Private Equity Round in 2019
Idera specializes in B2B software productivity tools aimed at enhancing the efficiency of technical users. The company operates through three main divisions: Database Tools, Developer Tools, and Testing Tools. Its software solutions are utilized by millions of community members and serve over 50,000 customers globally, spanning various sectors including healthcare, financial services, retail, and technology. Idera's software as a service (SaaS) platform provides lifecycle management capabilities that empower database and IT professionals to design, monitor, and manage data systems effectively. This enables clients to build, test, and deploy a diverse array of applications, whether in the cloud or on-premises, thereby streamlining their development processes.
Private Equity Round in 2019
American Megatrends International, LLC specializes in the creation and manufacture of hardware and software solutions tailored for the original equipment manufacturer (OEM) and original design manufacturer (ODM) sectors of the global computer marketplace. Established in 1985 and headquartered in Norcross, Georgia, with additional offices in multiple countries, the company is renowned for its suite of BIOS/UEFI firmware solutions, including AptioV and Aptio4, which are widely utilized in various computing devices. American Megatrends also provides MegaRAC remote management solutions for comprehensive management of platforms and devices, along with debug and diagnostic tools, pre-boot utilities, and enclosure management controller ASICs. Furthermore, the company offers custom design services, mobile application development, and platform validation to ensure the reliability of hardware and software products. As a leading provider of UEFI firmware and remote management solutions, American Megatrends plays a critical role in enhancing system performance and manageability for top-tier manufacturers across desktop, server, mobile, and embedded systems.
RPX Corporation is a provider of patent risk management and discovery services, operating in the United States and internationally. Founded in 2008 and headquartered in San Francisco, the company offers a subscription-based service that facilitates value exchanges between patent owners and users. RPX specializes in defensive patent aggregation, acquiring patent assets to provide clients with sub-licenses, and underwriting patent infringement liability insurance to cover litigation costs. Additionally, the firm delivers proprietary patent market intelligence and data, along with a suite of technology-enabled services including data collection, analytics, and project management to streamline litigation and compliance processes. Its client base comprises technology-driven companies and law firms, and it aims to enhance patent buying power while minimizing litigation risks. RPX does not assert any patents or rights within its portfolio, focusing instead on reducing costs and risks associated with patent transactions.
Private Equity Round in 2017
Denodo Technologies Inc. specializes in data virtualization and integration, offering a platform that enables real-time access to a wide array of data sources, including enterprise, cloud, big data, and unstructured data. The Denodo Data Services Platform facilitates data integration and abstraction without requiring the physical movement of data from its original location, thus providing efficient access to unified business information. The company also offers Denodo Express, a data virtualization tool, along with training, professional services, and customer support. Denodo's clientele includes notable organizations such as AAA Northern California, BBVA, and the National Institutes of Health. Founded in 1999, the company is headquartered in Palo Alto, California, with additional offices in Madrid and London. It maintains strategic partnerships with various firms to enhance its service offerings.
IDERA provides practical software tools that help data professionals improve data quality, boost data performance and ensure data integrity across complex environments. A community of more than 100,000 users in healthcare, financial services, retail and technology rely on IDERA products to optimize business data and take advantage of new business opportunities. IDERA is a division of Idera, Inc. To learn more, visit https://www.idera.com/.
Idera specializes in B2B software productivity tools aimed at enhancing the efficiency of technical users. The company operates through three main divisions: Database Tools, Developer Tools, and Testing Tools. Its software solutions are utilized by millions of community members and serve over 50,000 customers globally, spanning various sectors including healthcare, financial services, retail, and technology. Idera's software as a service (SaaS) platform provides lifecycle management capabilities that empower database and IT professionals to design, monitor, and manage data systems effectively. This enables clients to build, test, and deploy a diverse array of applications, whether in the cloud or on-premises, thereby streamlining their development processes.
AIMC, LLC is an insurance marketing organization based in Woodstock, Georgia, specializing in the distribution and sales of Medicare supplement plans and other senior products across the United States. Established in 2008, AIMC partners with a network of distribution channels and independent agents to connect with consumers. The company offers a comprehensive suite of services to insurance carriers, including nationwide marketing strategies tailored for the senior market, agency services, policy administration, and actuarial consulting. AIMC has built a reputation for delivering results that meet or exceed the expectations of its partners, representing some of the largest and most reputable insurance carriers in the sector. In 2017, AIMC became a subsidiary of Integrity Marketing Group LLC.
Nutraceutical International Corp. manufactures, markets, distributes, and retails branded nutritional supplements and other natural products in the United States and internationally.
Stova is an end-to-end event management solution that provides technology-enabled services throughout the entire event life cycle. The company has developed a virtual engagement platform that serves as an alternative to face-to-face meetings, enabling users to plan and execute events, conferences, and trade shows effectively. Stova's software offers a mobile application that engages attendees and enhances their experience. By leveraging post-conference data and social network contacts, Stova aims to maximize attendee engagement, ensuring that participants remain actively involved throughout the event.
Cynergie are a UK based resourcing and consultancy services organisation, working primarily across regulated industries such as financial services, utilities, audit firms and regulatory bodies such as Ombudsman service providers. We have been operating since 2001 and our core services are the supply of temporary/interim resources, complaints managed services (outsourcing), and consulting services. With staff based in our Peterborough and Birmingham Service Centres they operate a fully managed service operation for complaint handling. Also we are able to rapidly mobilise their large network of expert resources to work on client sites to help them manage their fluctuating workload needs in Complaints, Compliance Review and other compliance driven auditory/review/remediation based activities.
StrongView is a marketing technology company based in Redwood City, California, that specializes in email and cross-channel marketing solutions. The company offers a range of products, including an integrated Email Marketing Server for managing email campaigns, a Transactional Email Server that personalizes transactional communications, an Email Integration Server for message assembly and delivery, and an Email Delivery Server designed for managing email in multi-server environments. StrongView focuses on helping brands understand and engage consumers by leveraging contextual marketing, allowing companies to respond to changing consumer circumstances throughout the customer journey. By challenging traditional marketing methods, StrongView aims to establish customer context as a fundamental aspect of delivering value to consumers.
Private Equity Round in 2015
Dealer-FX is a customer experience management platform based in Markham, Canada, specializing in automotive software solutions. The platform enhances service experiences for customers at every stage, utilizing advanced data analysis and user-friendly mobile applications. By fostering transparency and trust, Dealer-FX enables automotive Original Equipment Manufacturers (OEMs) and dealerships to improve customer retention and brand loyalty. This focus on a convenient, contactless, and mobile-centric experience at each customer touchpoint ultimately aims to increase profitability for its users.
MRops specializes in market research operations services, catering to clients both in the United States and internationally. The company offers a comprehensive range of services, including online and offline data collection, mobile market research, sample management, and international data collection. Additionally, MRops provides In-Home Use Tests for product testing and develops reporting and data delivery solutions. Their statistical services encompass various advanced methodologies such as regression analysis, cluster analysis, and structural equation modeling. Founded in 2007 and headquartered in Warrington, Pennsylvania, MRops also maintains offices in Doylestown, Pennsylvania; Minneapolis, Minnesota; Hyderabad, India; and London, United Kingdom. The company serves research agencies and management consulting firms, leveraging its expertise in project management and diverse survey techniques.
Celebrating 40 years in business, SSI <http://www.surveysampling.com/> is the premier global provider of data solutions and technology for consumer and business-to-business survey research. SSI reaches participants in 90+ sample countries via internet, telephone, mobile/wireless and mixed-access offerings. SSI staff operates from 40 offices and remote staff in over 20 countries, offering sample, data collection, CATI, questionnaire design consultation, programming and hosting, online custom reporting and data processing. SSI's employees serve more than 3,500 customers worldwide.
Private Equity Round in 2014
AutoAlert, founded in 2002, is a leading provider of software and data mining solutions for the automotive industry, focusing on enhancing dealership profitability through improved customer relationships. The company offers a platform that consolidates customer data from multiple sources, making it actionable for dealerships to effectively manage communications and enhance sales and marketing efforts. By leveraging data-driven insights, AutoAlert aims to foster repeat sales and customer loyalty. Additionally, the company prioritizes data security, holding certifications such as Soc 2 Type 2 and ISO/IEC 27001:2013, which underline its commitment to safeguarding customer information.
Serena Software, Inc. is a provider of application lifecycle management solutions, specializing in orchestrated IT services for Global 2000 companies. The firm offers a range of products designed to enhance IT operations and application development, including Serena Deployment Automation for deployment processes, Serena Release Manager for automating release workflows, and Serena Business Manager for IT process automation. Additionally, Serena Dimensions CM helps streamline development practices, while ChangeMan ZMF and related tools cater specifically to mainframe software lifecycle needs. The company’s offerings also include cloud-based solutions such as Serena On Demand, which encompasses IT service management and service request capabilities. With a client base of approximately 4,000 enterprise customers worldwide, Serena Software operates from its headquarters in San Mateo, California, and maintains a presence in 14 countries. The company was founded in 1980 and is a subsidiary of Micro Focus International plc.
Private Equity Round in 2013
MyWebGrocer, Inc. is a provider of digital solutions tailored for the grocery and consumer packaged goods industries in the United States and internationally. Founded in 1999 and headquartered in Winooski, Vermont, the company offers a comprehensive suite of online grocery shopping solutions, including eCommerce platforms, mobile tools, digital circulars, coupons, and store location services. MyWebGrocer also features planning tools designed to help customers shop efficiently and save money. The company operates the largest grocery vertical ad network in the U.S., serving over 60 well-known brands with targeted advertising capabilities. In addition, MyWebGrocer provides marketing services, data analytics, and consulting to enhance customer engagement and retention. With a presence in over 5,000 grocery stores, MyWebGrocer has established itself as a leader in the industry, continually adapting its offerings to meet the evolving needs of its clients.
MyWebGrocer, Inc. is a provider of digital solutions tailored for the grocery and consumer packaged goods industries in the United States and internationally. Founded in 1999 and headquartered in Winooski, Vermont, the company offers a comprehensive suite of online grocery shopping solutions, including eCommerce platforms, mobile tools, digital circulars, coupons, and store location services. MyWebGrocer also features planning tools designed to help customers shop efficiently and save money. The company operates the largest grocery vertical ad network in the U.S., serving over 60 well-known brands with targeted advertising capabilities. In addition, MyWebGrocer provides marketing services, data analytics, and consulting to enhance customer engagement and retention. With a presence in over 5,000 grocery stores, MyWebGrocer has established itself as a leader in the industry, continually adapting its offerings to meet the evolving needs of its clients.
Hybris offers enterprise software and on-demand solutions aimed at enhancing multi-channel commerce, master data management, and order management for various sectors, including retail, manufacturing, telecommunications, and digital media. The company's platform, known as OmniCommerce™, enables businesses to unify their customer, product, and order data, providing a comprehensive view for both the business and its customers. Hybris' software is designed to be agile, scalable, and extensible, supporting continuous innovation while maintaining cost efficiency. It is available through on-premise, on-demand, and managed hosted options, catering to businesses of all sizes. With operations in 15 countries, hybris serves over 500 clients globally, including prominent B2B and consumer brands such as General Electric, Toys“R”Us, and P&G. Recognized as a leader in the market by industry analysts, hybris is positioned as a key player in the future of commerce.
MyWebGrocer, Inc. is a provider of digital solutions tailored for the grocery and consumer packaged goods industries in the United States and internationally. Founded in 1999 and headquartered in Winooski, Vermont, the company offers a comprehensive suite of online grocery shopping solutions, including eCommerce platforms, mobile tools, digital circulars, coupons, and store location services. MyWebGrocer also features planning tools designed to help customers shop efficiently and save money. The company operates the largest grocery vertical ad network in the U.S., serving over 60 well-known brands with targeted advertising capabilities. In addition, MyWebGrocer provides marketing services, data analytics, and consulting to enhance customer engagement and retention. With a presence in over 5,000 grocery stores, MyWebGrocer has established itself as a leader in the industry, continually adapting its offerings to meet the evolving needs of its clients.