Kayne Partners

Kayne Anderson Capital Advisors, L.P., founded in 1984, is a leading independent alternative investment management firm focused on niche investing in upstream oil and gas companies, energy infrastructure, specialized real estate, middle market credit, growth private equity and distressed municipal opportunities. Kayne’s investment philosophy is to pursue niches, with an emphasis on cash flow, where our knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. Kayne manages approximately $28 billion in assets (as of 5/31/2014) for institutional investors, family offices, high net worth and retail clients and employs nearly 250 professionals in eight offices across the United States.

Liam Alling



Michael Appleby

MD and Portfolio Management, Real Estate


Jim Baker

Partner and Senior MD

Mara Beard


Paul Stuart Blank

Partner, COO, Head - Strategic Planning and External Affairs and Senior Member of Executive Mgmt. Team


Alan Boswell


Harrison Brunelli

Senior Associate


Brian Cannella

Portfolio Management, VP, Student Housing and Multifamily

Sabrina Chaudhury


Leon Chen

Managing Partner


Nick Christ



Bryan Collins

Senior Associate

Nishita Cummings

Managing Partner

Andrew DeYoung



Daniel Doll

Associate for KA Fund Advisors, LLC


Frank Duemmler

COO and Co-Founder of Real Estate

Alex Duffy

Senior Associate


John Eanes



Jack Foster



John Frey

Co-Founder and Managing Partner

Eli Geschwind



Gary Ghazarian

Partner and Director of Operations


Douglas Goodwillie

Managing Partner


Terry Hart

MD, Kayne Anderson Capital Advisors and CFO of KYN, KYE, KED

Charlie Hartwick

Senior Associate


Tadd Hatcher

Senior Associate


Michael Heinz Jr.

Managing Partner


David Iverson

Senior MD


Frank Karl


Richard Kayne

Founder and Co-Chair


Oliver Koo



Karen Kulvin

MD, Debt, Co-Portfolio Manager, Real Estate and Portfolio Manager


David LaBonte

Partner and Senior Research Analyst


Kenneth B. Leonard

Managing Partner and Co-Head of Kayne Senior Credit Advisors


Ken Leonard

Managing Partner


Jonathan Levinson

Senior MD of Strategy


Michael Levitt



Jose Linardi



Patrick Lissonnet


Nathan Locke

Managing Partner


Ron Logan

partner and senior MD and SVP of KYN, KME, KYF, KED


Andrew Marek

Managing Partner


Oren Marouni


Kevin McCarthy

Chairman and CEO of KYN, KYE, KMF and KED, Portfolio Management and managing par


John McNulty

Senior MD


Jody Meraz

Partner, MD and VP


Forrest Miller



Christopher Muzii

Associate, Healthcare Real Estate


Max G. Newland

Portfolio Management, MD, Healthcare Real Estate


Patrick O’Brien



Rick Persutti



Mayank Prasad


Albert Rabil III



Albert Ricchio

Managing Partner


Felice Rosen

Director of Administration / Benefits

Sami C.F.A., Masoud

Operations Associate


Ryan Sauer


Lauren Schmidt



Ethan Schweir



S. David Selznick



Shane Shepherd


Robert Shilton


Robert Sinnott



Andrew Smith

Portfolio Management, MD, Debt and Co-Portfolio Manager


Paul Francis Stapleton



Mark Teshoian



Rula Urso



David Walsh

Managing Partner

Ralph Walter

Senior MD

Ryan Weinberg

Senior Associate


Danny Weingeist

Managing Partner

Daniel Weingeist

Managing Partner


Steve Wierema



Sam Williams



Jacoub Youakim

Assistant VP


Jenna Young



Cooper Ziecik



Craig Zogby

Portfolio Management, MD, Student Housing and Multifamily

75 past transactions


Series B in 2021
GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Headquartered in Chicago, with offices in New York and Europe, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of the wealth management industry coupled with rich experience in various roles on Wall Street. Their customizable open-architecture platform and their proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. GeoWealth takes pride in the way they serve their clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, they have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. They look forward to helping you utilize and leverage their technology to grow your business and provide your clients with a cutting edge and sophisticated solution.


Private Equity Round in 2022
Shipfusion is committed to providing retailers with a unique fulfillment solution, supported by powerful software and top-level customer support.

Newton Energy Partners

Private Equity Round in 2010
Newton Energy Partners, LLC produces oil and natural gas in the Permian Basin, Mid-Continent, and onshore Gulf Coast regions. The company was founded in 2010 and is based in The Woodlands, Texas.


Venture Round in 2014
MaintenanceNet is the global leader in service revenue generation. Our ServiceExchange® cloud platform accelerates recurring service revenue by integrating big data, automating the sales process, and innovating a world class customer experience. The key to MaintenanceNet’s success is its ability to uncover and automate recurring revenue opportunities within a sales practice. By aggregating disparate data sources and turning incomplete or inaccurate customer data into actionable and reliable business intelligence, MaintenanceNet increases service revenue and profits for customers by reducing friction in the sales process. MaintenanceNet’s ServiceExchange platform and its AutoQuote℠ Campaign Engine, fueled by its data intelligence services, serve as powerful sales enablement tools that deliver billions of dollars in sales opportunities to the global market.

FaceFirst, Inc.

Venture Round in 2012
FaceFirst, a SaaS-based visual intelligence platform, is transforming public security and theft prevention by using facial recognition and predictive analytics to help create safer communities. With FaceFirst, retailers, stadiums, transportation centers and law enforcement agencies can detect and deter threats in real time, while also leveraging historical criminal intelligence to identify crime patterns and prevent violence.


Seed Round in 2012
The Ultimate Business Development Machine Stop searching for intros to raise money, close a deal or get on an exclusive golf course you've always wanted to play. Let the most relevant introductions come to you. Named an Austin Chamber A List Start Up & Knowledge@Wharton finalist before we've even launched, Who@ is a revolutionary way for businesses and professionals to leverage the folks they already know in their smartphone or Microsoft Exchange Server to close deals faster. We're building a mobile centric platform leveraging our unique DataMarket to help you take advantage of your enterprise relationships in ways you never thought possible.


Series B in 2021
KLEARNOW, CORPORATION designs and develops AI-driven logistics platform. It offers an on-demand transparent customs clearance platform that provides real-time visibility into the logistics process. The company’s platform connects importers, brokers, and transporters. KLEARNOW, CORPORATION was founded in 2018 and is based in Santa Clara, California. It has a development centre in Gurugram, India.


Private Equity Round in 2020
FreightWaves is a SaaS provider of data for the North American freight market. FreightWaves was founded to provide transparency and risk-management products to the freight markets. As the leading provider of aggregated data-sets across the North American freight markets, FreightWaves' SaaS platform helps companies take action based on the signals in the market. FreightWaves.com is the highest rank news and commentary site in the industry and the firm is introducing a freight futures product which will help participants derisk their exposure to trucking spot rates.

White’s Holdings

Private Equity Round in 2015
White’s Holdings, LLC is comprised of White’s Equipment Rental, Crossfire Production Services, and White’s Welding. All three units are commonly owned and operated. White’s Equipment Rental and Crossfire Production Services rent drilling equipment and provide related services in the Marcellus and Utica shales. White’s Welding provides oilfield welding services in oil producing regions across the U.S.


Series B in 2017
rfxcel is the pioneer and leader in track and trace solutions for the Life Sciences. rfxcel develops enterprise solutions to ensure customer success and secure their business. We specialize in product serialization, traceability and compliance to provide the most accurate data to meet global government requirements. Video series produced by our team member Mark Davison. Mark is a Serialization Expert and author of Pharmaceutical Anti-Counterfeiting: Combating the Real Danger from Fake Drugs advises how serialization will add value to your business.


Private Equity Round in 2021
FreightWaves is a SaaS provider of data for the North American freight market. FreightWaves was founded to provide transparency and risk-management products to the freight markets. As the leading provider of aggregated data-sets across the North American freight markets, FreightWaves' SaaS platform helps companies take action based on the signals in the market. FreightWaves.com is the highest rank news and commentary site in the industry and the firm is introducing a freight futures product which will help participants derisk their exposure to trucking spot rates.

Bark Technologies

Series C in 2022
Bark uses AI to detect issues like cyberbullying, suicidal ideation, and school shootings. Bark uses machine learning to detect and proactively alert parents to issues their children face, such as cyberbullying, sexting, and signs of depression and suicidal thoughts. By only showing parents potential problems on their children's social media, text messaging, and email accounts, Bark's approach saves parents valuable time and helps build trust between parent and child.

Panzura, Inc.

Series B in 2022
Panzura transforms cloud object storage into a high performance file system, letting enterprises use the cloud like a globally available data center. Panzura's global file system offers the functionality of single-site network-attached storage, at LAN speed, globally. That includes: - Automatic file locking: Only one user can ever edit a file at the same time - Immediate global data consistency: Once saved, file edits are visible to all users without delay - Local file operation performance: Files open and save as fast as if they were stored locally This ransomware-proof file system delivers 1 authoritative data source for all users to work from, with data de-duplicated, compressed and encrypted. That gives IT teams 1 security policy to implement, on a single set of data, 1 view over the entire file network, to lower management costs and 1 set of data to manage without remote replication, or backups. Visit panzura.com to find out more.

Onfleet, Inc.

Series B in 2022
Onfleet, Inc. owns and operates an online platform that simplifies the communication of locations between people and businesses. It enables businesses to manage and analyze their delivery operations. The company includes a web dashboard; APIs; driver applications for iOS and Android; customer notifications; and ETAs and map that let recipients track their orders in real time. Its clients include food, beverage, and grocery delivery businesses as well as local couriers. Onfleet, Inc. was founded in 2012 and is based in San Francisco, California.

Search Optics LLC

Private Equity Round in 2013
Search Optics is a marketing agency that provides lead generation and paid search optimization services. It began as one of the brightest rising stars in online strategy offering diversified internet marketing services for automotive dealerships. These services include Blueprint Platform™—a mobile-first website platform, managed paid search, search engine optimization, content and e-mail marketing, programmatic display, social media, local search, reputation management, MAP™ (Marketing Automation Platform), AutoWhyBuy™—a comparison shopping engine, and UPTRACS®—a proprietary reporting and analytics tool.


Series C in 2022
Treez, Inc. develops retail management software solution serving the medical marijuana dispensaries in the United States. It offers Treez, an enterprise-grade, business management platform for cannabis cultivation and plant tracking. The company provides its point of sale, integrated payments, and grow and data software solutions for vertical marijuana market ranging from farmers to brands to retailers. Treez, Inc. was incorporated in 2016 and is based in Oakland, California.


Venture Round in 2019
Kinetiq is taking a bold new approach to TV data and analytics. Kinetiq delivers valuable insights on audiences and engagement across all paid, earned and sponsorship investments.


Series B in 2022
Curbio specializes in pre-sale home improvements and renovations that will deliver value when the house is on the market. They partner with real estate agents and homeowners as one team and rely on agents’ expertise about what local buyers really want. They leverage technology to streamline the home improvement process: virtual estimates, automated communication, and updates. It was founded in 2017 and is headquartered in Potomac, Maryland.

Terra Energy Partners

Private Equity Round in 2015
Terra is an independent U.S onshore oil and gas exploration and production company growing through mergers and acquisitions to create value. Headquartered in Houston, Terra pursues the acquisition and development of legacy producing oil and gas assets in North America. The team is led by Michael Land, an experienced E&P operations and commercial manager, and funded through Kayne Private Energy Income Fund, L.P.


Private Equity Round in 2020
Next Century provides a submetering and utility billing technology designed for the multifamily real estate market. It manufactures proprietary IoT devices that can capture water and energy usage at the meter level and store that data in a cloud-based system that is accessible to the utility billing service providers that can leverage this data to prepare individualized billing statements.

Consero Global Solution

Venture Round in 2015
Consero Global LLC provides Finance as a Service solution to growing companies. It offers finance services, such as financial leadership, business decision support, planning – budgeting and forecasting, financial analysis, management reporting and narrative, board and bank reporting, investor communication, audit support, and acquisition integration support; controller services; and bookkeeping services. The company also provides Cloud Software Platform that includes an online portal, accounting software, automated A/P, and time and expense software; and CFO consulting services. It serves seed, growth, scaling, and established companies in software/SaaS and professional services industries. Consero Global Solutions LLC was founded in 2006 and is based in Austin, Texas. It has additional offices in Boston, Massachusetts; and Bengaluru, India.

Aparc Systems

Private Equity Round in 2013
Aparc Systems is a leading supplier of integrated parking and enforcement solutions. We improve the efficiency and profitability of parking operations by combining industry leading hardware with proprietary business management software to create innovative, real-time solutions. With hundreds of active installations, long-term partnerships with industry leading hardware manufacturers, and the industry’s first real-time, digital enforcement solution operating in some of North America’s largest cities, Aparc has a depth of experience second to none for maximizing revenue and parking operation efficiency.


Series B in 2011
Driven by a team with dynamic technical and strategic expertise, 3C empowers leading brands and retailers to develop deeper, more valuable relationships with their customers. Through it’s mobile marketing services, 3C extends the connection between customers and brands, driving increased loyalty, brand awareness, and results. Leveraging 3C’s expertise connecting mobile to business results and its Switchblade™ platform’s multichannel capabilities—including SMS and MMS messaging, mobile coupons, mobile wallet, mobile web, location based services and more—marketers can deliver timely, relevant engagements at the moment of need. 3C is headquartered in Boca Raton, FL with offices in Montevideo, Uruguay and is a long-standing member of the CTIA and Mobile Marketing Association. To learn more, visit www.3C.com.


Venture Round in 2014
Zafin Global Holdings Corp. develops and offers digital banking solutions that drive dynamic pricing, bundling, and rates management execution for banks. The company provides Enterprise Product Hub, a toolkit for product design, personalization, management, and distribution; Zafin Cloud, a software-as-a-service (SaaS) platform for retail banks; and Zafin Origin, a digital client onboarding and origination platform. Additionally, it offers client offer and billing management solutions for corporate banks. The company has strategic partnerships with FIS, Microsoft, Celero, and IBM. Zafin Global Holdings Corp. was founded in 2002 and is headquartered in Toronto, Canada.


Series D in 2021
CreatorIQ is an intelligence-driven platform for enterprises to manage their ad campaign. The company's Intelligence Cloud enables intelligent creator discovery, streamlines end-to-end workflow, ensures brand safety, and drives meaningful measurement. Airbnb, CVS, Dell, Disney, H&M, Mattel, Salesforce, Target, and Unilever utilize its platform to drive real business results and set global measurement standards across their storytelling ecosystems. CreatorIQ is headquartered in Los Angeles with offices in New York, Chicago, and London.

Sentio Healthcare Properties

Acquisition in 2017
Sentio Healthcare Properties is a real estate investment trust (REIT), which invests exclusively in healthcare related real estate, and is committed to delivering strong and reliable returns to investors. The Company features a diversified portfolio of seniors housing and medical properties throughout the United States.

M3 Biotechnology

Series B in 2017
Athira Pharma is a clinical-stage drug development company striving to improve human health by advancing bold and innovative therapies with the potential to restore the lives of people impacted by brain disorders. Athira is derived from the word Athir, the energy that reaches everyone. It captures its mission to develop therapies that can reach and positively impact everyone.


Private Equity Round in 2015
TicketManager enables companies of all sizes to track and utilize live event tickets, prove the impact of the investment, and remain compliant with all federal, state, and local regulations. At TicketManager, we believe in the power of experience. Companies spend over $600B per year on client entertainment, and our unique TicketManager technology makes it easy to track and automated to execute


Series D in 2021
PosiGen CT, LLC sells and leases solar power systems, solar hot water systems, and energy efficiency upgrade solutions for residential and commercial users in Louisiana, New York, Connecticut, and Florida. It offers solar panel systems for heating, cooling, and illuminating homes and offices. The company also provides solar energy; energy efficiency audit services; and assess and permit, panel installation, and inspection services. The company was founded in 2011 and is based in Jefferson, Louisiana with additional offices in New York and Connecticut.

Proficio, Inc.

Series A in 2016
Proficio is a leading Managed Security Service Provider (MSSP). We are changing the way organizations meet their IT security and compliance goals by providing the most advanced cloud-based solutions to monitor and scan their critical assets without the need for added headcount or costly software and hardware systems.


Private Equity Round in 2019
Riviera Partners, Inc. provides executive search and placement services primarily to technology sector. It offers executive and technical recruitment for technology, software, start-ups, and other companies. The company also develops suite of software applications, such as delve for career management; sutro for recruitment management; and snap, a management dashboard. Riviera Partners, Inc. was founded in 2002 and is based in San Francisco, California with additional offices Santa Monica and San Jose in California; New York, New York; and Bozeman, Montana.


Venture Round in 2016
Anthem-Epoch, Inc. provides healthcare services for men through its network of clinics in the United States. It offers wellness, prostate health, testosterone and hormones, diabetes, heart health/cholesterol, cancer detection and prevention, liver and kidney health, sexual health, sleep disorder treatment, and mental health care services. The company was founded in 2012 and is headquartered in Grapevine, Texas with additional offices in Little Rock, North Little Rock, Benton, and Conway, Arkansas; Tucson, Arizona; Columbia, Missouri; and Anchorage, Alaska.


Series B in 2019
Fullscript was the world’s first virtual supplement dispensary and is now a comprehensive platform that integrative healthcare professionals use to dispense the best quality supplements. It also helps practitioners manage and grow their practice with patient engagement and adherence tools. We’re one platform for wholesale, virtual, and everything in between. Fullscript is the ultimate free platform for those who want to do wellness the right way — the personal way — from anywhere. This dispensary has the most comprehensive catalog, integrates with EHRs, automates refill reminders, and offers evidence-based resources for both practitioners and patients. It's an always-accessible solution that helps people get better. Fullscript was launched by [Brad Dyment](https://www.crunchbase.com/person/brad-dyment) [Chris Wise](https://www.crunchbase.com/person/chris-wise), and [Kyle Braatz](https://www.crunchbase.com/person/kyle-braatz) in 2011 and its operations are based in Ottawa, Ontario.


Venture Round in 2011
The Xplore entities were formed in November, 1996 as Aspen Integrated Oil & Gas, LLC, focusing on 3-D seismic programs and the corresponding drilling possibilities as a result of 3-D activities. Xplore is headquarted in Fort Worth, Texas, and is active in many areas of onshore U.S. Xplore's primary focus areas are the Permian Basin (West Texas and Southeast New Mexico) and North Texas. The company has a strong technical staff enabling it to react quickly and effectively on new opportunities, and has developed key industry alliances to join Xplore's key projects. Xplore has its sights on drilling and acquiring additional projects to continue the impressive growth trend it has established.

You.i TV

Series C in 2018
You.i TV is a software provider for TV and Media companies looking to develop cross-platform video apps across mobile, tablet, game consoles, streaming devices, and Smart TVs.

Valorem Energy

Private Equity Round in 2017
At Valorem, they are committed to generating top-tier returns and sustainable cashflow. As a data and technology company, they create long-term value through the relentless pursuit of innovation and data-driven decision making in the development of oil and gas assets.

4C Insights, Inc.

Series C in 2016
4C is building the leading self-service intelligence platform for marketers to drive business outcomes across closed ecosystems. Brands, agencies, and media owners around the world trust Scope by 4C™ to surface insights about their most valuable consumers and creatives, and activate them across channels and devices. With over $2 billion in annualized advertising spend running through Scope, 4C bridges linear television, streaming video, digital commerce, and social media. Founded in 2011 and based in Chicago, 4C has staff in the United States, United Kingdom, the Netherlands, and Singapore. Visit www.4Cinsights.com for more information.

Cloudbreak Health, LLC

Venture Round in 2015
Cloudbreak Health, LLC, a telehealth technology company, provides telemedicine and video medical interpretation solutions that enables health systems and providers to connect, communicate, and care for their patients over unified telemedicine platforms. It offers Cloudbreak, a platform that offers telepsychiatry, telestroke, tele-urology, and other specialties with integrated language services for Limited English Proficient and Deaf/Hard-of-Hearing patients. The company’s Cloudbreak integrates Martti, a language access solution into a host of platforms including Epic, Zoom, and Caregility for overcoming language barriers in healthcare. The company was founded in 2003 and is based in El Segundo, California.


Series B in 2015
InviteManager develops ticket and event management software. Its features includes Procurement; compliance and cost savings discipline to corporate ticket management, Marketing; increases effectiveness of tickets with business results., Ticket Administration; automated company ticket management solution, Tax Compliance and legal solutions; ensure adherence and execution of company policies with travel, entertainment and procurement. It serves communications, banking, insurance, health care, entertainment, manufacturing, law, technology, and utilities sectors. InviteManager was founded in 2007 and is based in Calabasas, California.
Circle Cardiovascular Imaging Inc. develops analytical software for the cardiac imaging community. The company offers cmr42, an application for managing and evaluating cardiovascular magnetic resonance images. It is designed for clinical settings, as well as for experimental and clinical research. The company was founded in 2007 and is based in Calgary, Canada.

Drivewyze Inc.

Venture Round in 2015
Drivewyze provides mobile driving solutions to the transportation industry in North America. It offers Drivewyze PreClear, a subscription-based commercial vehicle bypass application that enables drivers with visual and audible instructions at bypass weigh stations and roadside mobile inspection sites. Drivewyze serves local, regional, intra-state, and long-haul motor carriers, as well as truck operators. Brian Heath founded it in 2010, with its headquarters in Edmonton in Canada with an additional office in Dallas in Texas as a subsidiary of Intelligent Imaging Systems.

You.i TV

Series B in 2016
You.i TV is a software provider for TV and Media companies looking to develop cross-platform video apps across mobile, tablet, game consoles, streaming devices, and Smart TVs.

Cryptzone Group AB (publ)

Series B in 2015
Cryptzone AB offers content encryption and security solutions. It offers data leak prevention solutions that secure data at rest and in transit. The company provides a solution for encrypting files, folders, email communications, hard disks, USB memory sticks, and portable storage devices. Cryptzone offers products, such as ePrivacy Suite Enterprise, which provides centralized management of content security for the entire organization; ePrivacy Suite, which can secure email communication, as well as files and folders; the Secured eMail solution, which provides end-to-end email encryption; Secured eFile, which enables organizations, teams, and information workers to share files and folders with individuals and groups; and Secured eUSB, a software solution that converts and upgrades standard USB flash drives to encrypted and secured USB flash drives. The company provides solutions for the small/medium businesses, home users, enterprises, and the healthcare industry. It serves customers in the areas of technology and consultants; public service and government; legal, trademarks, and patents; financial; consumer electronics; and construction and manufacturing. The company, formerly known as Secured eMail AB, was founded in 2003 and is headquartered in Gothenburg, Sweden with additional offices in Gothenburg, Sweden, New York, the United States, and Germany. Watch an analyst interview with Chris McNulty and Jamie Bodley-Scott here: https://vimeo.com/128086543


Series C in 2020
CreatorIQ is an intelligence-driven platform for enterprises to manage their ad campaign. The company's Intelligence Cloud enables intelligent creator discovery, streamlines end-to-end workflow, ensures brand safety, and drives meaningful measurement. Airbnb, CVS, Dell, Disney, H&M, Mattel, Salesforce, Target, and Unilever utilize its platform to drive real business results and set global measurement standards across their storytelling ecosystems. CreatorIQ is headquartered in Los Angeles with offices in New York, Chicago, and London.


Debt Financing in 2011
Driven by a team with dynamic technical and strategic expertise, 3C empowers leading brands and retailers to develop deeper, more valuable relationships with their customers. Through it’s mobile marketing services, 3C extends the connection between customers and brands, driving increased loyalty, brand awareness, and results. Leveraging 3C’s expertise connecting mobile to business results and its Switchblade™ platform’s multichannel capabilities—including SMS and MMS messaging, mobile coupons, mobile wallet, mobile web, location based services and more—marketers can deliver timely, relevant engagements at the moment of need. 3C is headquartered in Boca Raton, FL with offices in Montevideo, Uruguay and is a long-standing member of the CTIA and Mobile Marketing Association. To learn more, visit www.3C.com.

Atlas RFID

Venture Round in 2015
Atlas RFID Solutions, Inc. was founded in 2007 to bridge the gap between the capabilities of auto-ID technology and the commercial needs of efficiency-conscious firms. We develop and implement auto-ID based systems throughout the world, with over 50 deployments spanning more than 5 countries on 3 different continents. The company is comprised of 3 divisions: our Jovix™ division, our retail store and our custom development division.

Dejero Labs, Inc.

Series B in 2017
Dejero Labs is driven by its vision of reliable connectivity anywhere, Dejero blends multiple Internet connections to deliver fast and dependable connectivity required for cloud computing, online collaboration, and the secure exchange of video and data. With its global partners, Dejero supplies the equipment, software, connectivity services, cloud services, and support to provide the uptime and bandwidth critical to the success of today’s organizations. Headquartered in Waterloo, Ontario, Canada, Dejero is trusted for broadcast-quality video transport and high-bandwidth Internet connectivity around the world. For more information.

Think Research

Venture Round in 2018
Think Research offers knowledge-based tools and clinical contents for clinicians at the point of care. Health care organizations are facing a growing number of complex challenges. Health system reform, quality improvement policies, constrained funding, disconnected systems, and a constantly expanding base of medical knowledge. Adapting to and navigating all this complexity requires new ways of thinking. Health care organizations need practical and cost effective solutions that approach its users’ health care challenges in new and creative ways. It connects clinicians, facilities, and entire health care systems with the quality clinical contents and the technologies to put it into practice. It also offers its users with knowledge translation services, partner apps such as eMED-PASS and how2track, and EntryPoint platforms and applications. Think Research is a Canada-based company that was founded in 2006. The company utilizes ontologic and semantic based Artificial Intelligence and Machine Learning to make better use of the data they collect from the patients.

Source Intelligence

Venture Round in 2016
We deliver supply chain intelligence and supplier performance management solutions that support corporate sustainability, regulatory compliance and social responsibility initiatives.

Azalea Health

Series B in 2016
Azalea Health is a leading provider of cloud-based healthcare solutions and services. The complete Azalea solution provides Electronic Health Records (EHR), Practice Management (PM), Revenue Cycle Management (RCM) billing services, as well as Patient Health Records Portal, and a mobile mHealth application. With a focus on patient engagement, Azalea’s integrated solution has the flexibility to accommodate multiple specialties of any size practice and can immediately improve workflow as well as revenue flow. The solution also provides tools and resources to help customers meet their Meaningful Use and ICD-10 requirements


Private Equity Round in 2014
Well-Foam Inc. is dedicated to providing the best equipment to customers in the oil and gas industry. We couple quality equipment and tools for rent with experienced staff members who are willing to go above and beyond for your commercial needs. We provide a wide range of products and services to commercial customers throughout the Permian Basin, including rental equipment, laydown machines, nitrogen units, reverse units, fishing services, flowback and well testing, and so much more.


Series A in 2016
OpenMethods is an enterprise software company focused on providing Omni-channel orchestration solutions between industry leading CRM platforms and Communications platforms. Our software solves the Omni-channel issues through real-time integration, control & orchestration of Omni-channel communications solutions.

RAGE Frameworks Inc.

Venture Round in 2013
RAGE Frameworks Inc. is a knowledge-based automation technology and services providing AI for the Enterprise. RAGE-AI™ is a no-code patented platform for end-to-end automation of knowledge-based processes. RAGE-AI™ is currently used by some of the largest banks, manufacturers, consulting companies, high tech firms, and logistics companies. Headquartered in Dedham, Massachusetts with global operations centers in Pune and Belgaum, India, RAGE offers unprecedented speed, flexibility, and insight in solving today's most complex, critical business problems.

ColdLight Solutions

Venture Round in 2013
ColdLight is a leader in advanced analytics, predictive technology, and machine learning science. At the center is Neuron, a secure and flexible automated learning engine that learns from massive amounts of data, discover patterns, and then delivers mathematically validated recommendations directly to the business teams that can take action. Neuron can be deployed as a SaaS cloud service, minimizing any infrastructure impact for its customers.


Series A in 2018
Mykaarma offers advanced CRM software for car dealerships to communicate quickly & easily. Customers get voice, text, & email in single communication thread.myKaarma is a cloud based software company that focuses on enhancing the retail experience for service departments of car dealerships.myKaarma is the creator of the Customer Interaction Management (CIM) software solution. They help automotive dealers save time and money.


Series A in 2016
Founded in 2000, today DiCentral is a leading global innovator in EDI (Electronic Data Interchange) software and service solutions. Our broad range of solutions enables a seamless exchange of data throughout the entire supply chain, creating a seamless communication stream from source to last mile. DiCentral's integration solutions are scalable to the size, growth, and unique requirements of each business. In addition, DiCentral develops and markets a complementary suite of supply chain applications for retailers and suppliers, including MFT software, WMS software, POS analytic software, outlier management software, managed EDI services, and more.

Ideas United, LLC

Venture Round in 2019
Ideas United, LLC operates as a creative agency that primarily focuses on producing story-driven content in the United States. It primarily creates and produces content; provides promotions and storytelling; and organizes events and campaigns for brands worldwide. The company was founded in 2001 and is based in Atlanta, Georgia with additional offices in Beverly Hills and Oakland, California.

Signal Automotive Inc.

Venture Round in 2020
Signal is a technology-enabled automotive wholesale platform that employs data to optimize wholesale dealer trades. Developed to modernize and automate the wholesale process, Signal allows buyers and sellers to leverage its powerful near real-time appraisal platform. Its Predictive Inventory Engine (PIE) enables dealers to understand their optimal inventory mix and then purchase curated lists of wholesale vehicles. The pricing model includes the delivery of front-line ready vehicles to a dealer’s lot, saving time, money, and energy. The platform creates efficiency throughout the wholesale process by providing transparent pricing, consistent inventory, high quality, and simplified logistics. Signal was founded in 2017 by Steve Jillings.

Elevate Services, Inc.

Venture Round in 2019
Elevate Services is a law company that offers consulting, technology, and services to law departments and law firms. It offers practical ways to improve efficiency, quality, and business outcomes. The company was founded by Liam Brown in 2011.


Series B in 2018
CareWorx is a provider of advanced technology hardware, cloud products and related services to senior care facilities leveraging a strategic partnership with PointClickCare® – the market-leader in Electronic Health Records (EHR) software for senior care. CareWorx provides customers with focused expertise, wireless networking and out-of-the-box point-of-care and mobile technology designed specifically for use in senior care.


Venture Round in 2014
Founded in 2006, MDLIVE, formerly MDLiveCare, is a leading telehealth provider of online and on-demand healthcare delivery services and software that benefit patients, hospitals, employers, payers, physician practice groups and accountable care organizations.


Series A in 2013
Starmount is a B2B and B2C platfrom that develops and implements in-store, online, and mobile shopping and engagement solutions for the retail industry. The company provides its clients with an integrated enterprise solution for omnichannel retail, a product information solution for customers, a centralized web application that supports in-store back office operations, and an omnichannel commerce platform that connects stores, websites, warehouses, and distribution centers. Founded by Joe Halloum in 2006, Starmount works with a diverse customer base, including retailers such as Home Depot, Pep Boys, and Urban Outfitters.

Sabinal Energy, LLC

Private Equity Round in 2016
Sabinal Energy is a privately-held oil and gas company headquartered in The Woodlands, Texas. Sabinal is focused on the acquisition and development of large, long-life producing oil and gas assets across North America. Sabinal will target mature fields with established and predictable production profiles in geographic areas with consolidation opportunities. The Company will create value by applying the latest technology to optimize production, reduce costs and enhance the operating and financial performance of the assets. Members of the Sabinal management team have successfully acquired and developed some of the largest and most successful reservoirs in North America including the Barnett, Eagleford, Woodford/STACK, and multiple areas in the Rockies. Several of our Executives have managed large assets with more than 1 Bcfe/d of daily production, 7 Tcfe of proved reserves, and drilling programs in excess of 800 horizontal wells per year.

Andover Healthcare, Inc.

Debt Financing in 2012
Andover Healthcare is a healthcare company providing bandages and tapes.

Spatial Networks

Series A in 2020
Spatial Networks is an information technology company that specializes in geospatial data and analytics. It features a proprietary mobile data collection platform that provides information that is not available on open-source methods. The company was founded in 2000 and headquartered in Florida, United States.


Series C in 2019
Founded in 2002 and based in Glen Allen, Virginia, Decisiv provides a cloud-based service relationship management (SRM) software as a service (SaaS) for fleets to effectively manage and measure internal and external service and repair events to drive uptime and asset availability. This includes trucking, construction, power generation and other industries that require the right people, location, processes, content, documentation and communications at the point of service to ensure an effective and efficient service event and to minimize the asset’s total time out of service.

Agilix Labs, Inc.

Debt Financing in 2015
Agilix Labs, Inc. develops and offers cloud-based education solutions. It provides xLi, an extensible learning infrastructure for partners; BrainHoney, a learning management system for schools and universities; and Agilix Buzz, a personalized learning system for competency based learning programs. The company has strategic partnerships with Accelerate Education, Capstone, Microsoft, National Geographic, The American Academy, HP, Google, and Dell. Agilix Labs, Inc. was founded in 2001 and is headquartered in Orem, Utah.

Fallbrook Technologies

Debt Financing in 2013
Fallbrook developed, distributes, and licenses the NuVinci® continuously variable planetary (CVP) transmission system for deployment in bicycle, automotive, off-highway, and industrial applications. The NuVinci® technology displaces the 2500-year-old "gear" technology, and instead uses "spheres," improving the efficiency and performance of mechanical systems worldwide. It is applicable to a wide range of applications. Licensees include industry leaders such as Dana Holding Corporation, Allison Transmission, and TEAM Industries.


Series A in 2017
DRINKS is disrupting the way wine is sold by leveraging its industry-leading digital reach and marketplace efficiencies to bring consumers the highest quality wine at the lowest prices, direct to their door. Direct-to-Consumer Properties DRINKS operates the leading consumer marketplace and platform for high quality, affordable premium wine. The company’s proprietary ecommerce platform provides optimized Direct Response acquisition, multiple storefronts, and personalized experiences. Ship-to-Home Solution DRINKS offers a plug-and-play platform for digital merchants and brick-and-mortar retailers alike to rapidly start marketing award-winning wine portfolios to their customers across the USA. DRINKS provides an end-to-end solution, from marketing a customized selection of wines specific to each customer, to state-level compliance, to delivery to a home, office, or one of 10,000 convenient local pickup locations. Best-in-Class Technology and Data Science Our patented technology leverages our 1M+ transactions, behavioral data, and demographic data to optimize wine recommendations. For further information, you may reach us at https://drinks.com

Birch Communications, Inc.

Debt Financing in 2011
Birch Communications, Inc. is a leading communications, network, cloud and IT solutions provider. Recognized for exceptional customer experience, Birch delivers compelling solutions that assist small, mid-sized, enterprise and wholesale businesses to increase their productivity. Its industry-leading product portfolio is available nationwide and includes Metro-Fiber, Metro-Ethernet, unified communications (UC), hosted phone systems, hosted data centers, and hosted file storage services.
Plains All American Pipeline is engaged in the transportation, storage, terminalling and marketing of crude oil, as well as in the processing, transportation, fractionation, storage and marketing of natural gas liquids ("NGL"). We own and operate a diversified portfolio of strategically located assets that play a vital role in the movement of U.S. and Canadian energy supplies. On average we handle over 3.5 million barrels per day of crude oil and NGL through our extensive network of assets located in key North American producing basins, major market hubs and transportation gateways. The company is headquartered in Houston.

Amistad Energy Partners

Private Equity Round in 2015
A Houston, Texas-based newly formed independent oil and gas company

Kraken Oil & Gas III LLC

Private Equity Round in 2020
Kraken Oil & Gas LLC operates as an oil and gas exploration and production company in Montana and North Dakota. It focuses on drilling and development opportunities primarily in the prolific Williston Basin Bakken Shale play. The company was founded in 2012 and is based in Houston, Texas.

CellTrust Corporation

Series A in 2014
CellTrust Corp - Prime Message mobile marketing business