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

VP

Michael H. Appleby

MD and Portfolio Management, Real Estate

Jim Baker

Partner and Senior MD

Mara Beard

Associate

Paul Stuart Blank

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

Alan R. Boswell

SVP

Harrison Brunelli

Senior Associate

Brian Cannella

Portfolio Management, VP, Student Housing and Multifamily

Sabrina Chaudhury

VP

Leon Chen

Managing Partner

Nick Christ

VP

Bryan Collins

Senior Associate

Nishita Cummings

Managing Partner

Andrew DeYoung

VP

Daniel Doll

Associate for KA Fund Advisors, LLC

Frank L. Duemmler

COO and Co-Founder of Real Estate

Alex Duffy

Senior Associate

John Eanes

MD

Jack Foster

VP

John Frey

Co-Founder and Managing Partner

Eli Geschwind

Associate

Gary Ghazarian

Partner and Director of Operations

Douglas Goodwillie

Managing Partner

Terry A. 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

VP

Richard Kayne

Founder and Co-Chair

Oliver Koo

Associate

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 Jeffrey Levitt

CEO

Jose Linardi

Associate

Patrick Lissonnet

SVP

Nathan Locke

Managing Partner

Ron Logan

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

Andrew Marek

Managing Partner

Oren Marouni

VP

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

Associate

Christopher Muzii

Associate, Healthcare Real Estate

Max Newland

Portfolio Management, MD, Healthcare Real Estate

Patrick O’Brien

Associate

Rick Persutti

VP

Mayank Prasad

Associate

Albert Rabil III

CEO

Albert Ricchio

Managing Partner

Felice Rosen

Director of Administration / Benefits

Sami C.F.A., Masoud

Operations Associate

Ryan Sauer

MD

Lauren Schmidt

Associate

Ethan Schweir

Associate

S. David Selznick

CIO

Shane Shepherd

Director

Robert Shilton

MD

Robert Sinnott

Co-Chair

Andrew Smith

Portfolio Management, MD, Debt and Co-Portfolio Manager

Paul Francis Stapleton

CFO

Mark Teshoian

MD

Rula Urso

VP

David Walsh

Managing Partner

Ralph Walter

Senior MD

Ryan Weinberg

Senior Associate

Danny Weingeist

Managing Partner

Daniel M. Weingeist

Managing Partner

Steve Wierema

Director

Sam Williams

VP

Jacoub Youakim

Assistant VP

Jenna Young

Director

Cooper Ziecik

Associate

Craig Zogby

Portfolio Management, MD, Student Housing and Multifamily

116 past transactions

Kaarya, LLC

Private Placement in 2018
Kaarya, LLC designs and develops cloud-based conversational commerce software, myKaarma, for service departments of car dealerships. The software gives the dealership the ability to offer its users the customer engagement technologies such as digital conversations (text, email, voice) and smart payment systems for online and mobile point of sale (POS) with auto-reconciliation, all in one application that integrates with the dealerships’ current dealer management system (DMS). The application also has new features which include out-of-office, internal communications, check and cash, and chip & PIN payments to check on staff productivity at the service department. The company was founded in 2008 and is based in Signal Hill, California.

Think Research Corporation

Private Placement in 2018
Think Research Corporation provides clinical support tools and technologies for use across all phases of health care. It offers a library of order sets that are designed for deployment in specific clinical settings, including acute care hospitals, long-term care, complex continuing care, and other phases of the care continuum; EntryPoint, an integrated platform supporting multiple phases of clinical work, which works on iPads and Android tablets; and MedRec, a cloud-based solution for medication reconciliation. The company also provides eForms solution; HealthConnect RPM, an integrated mobile solution to increase communication between health care providers and their patients living in the community; and a solution to bridging the data gap in health care analytics. In addition, it offers clinical customizations, IT integration and deployment, and user training services. The company serves major, urban, academic medical centers; small, rural, and community hospitals; community living facilities; and practitioner led clinics. Think Research Corporation was formerly known as PatientOrderSets.com. The company was founded in 2006 and is based in Toronto, Canada.

ShipFusion

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.

Fremont Hills

Merger/Acquisition in 2017
Fremont Hills comprises an assisted living and memory care community. The asset is located in the United States.

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.

Zafin

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.

Flywheel Energy, LLC

Private Placement in 2018
Flywheel Energy, LLC operates as an oil and gas exploration and production company. The company was founded in 2017 and is based in Oklahoma City, Oklahoma.

Senior Living Community in Boynton Beach

Merger/Acquisition in 2020
Senior Living Community in Boynton Beach comprises a senior living community in Boynton Beach and is located in the United States.

Buckeye Partners

Private Placement in 2018
Buckeye Partners, L.P. is a publicly-traded master limited partnership (NYSE: BPL) that provides mid-stream energy logistics services. Buckeye owns and operates one of the nation’s largest independent petroleum products common carrier pipeline networks providing refiners, wholesalers, marketers, airlines, railroads and other commercial end-users with dependable, all-weather transportation of refined petroleum products. The Partnership transports refined products by pipeline principally in the Northeastern and upper Midwestern states. Buckeye also operates and maintains pipelines that it does not own, primarily in the Gulf Coast region, under contracts with major oil and petrochemical companies. The combination of experienced and responsive professional staff, technical expertise and modern transportation facilities have earned the Partnership a reputation for providing high-quality, safe, reliable and efficient pipeline transportation services.

Chevron U.S.A Inc., Certain Producing Oil and Natural Gas Assets

Merger/Acquisition in 2017
Chevron U.S.A Inc., Certain Producing Oil and Natural Gas Assets comprise oil and gas producing assets with the production capacity of 7,500 barrels of oil per day and are located in the United States.

The Coast Medical Center

Merger/Acquisition in 2018
The Coast Medical Center comprises real estate property. The asset is located in the United States.

Birch Communications

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.

Anthem-Epoch

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.

The Aston Gardens at Parkland Commons Senior Living Facility in Broward County

Merger/Acquisition in 2020
The Aston Gardens at Parkland Commons Senior Living Facility in Broward County comprises a 325 unit senior center which offers assisted living services and memory care. The asset is located in Parkland, Florida.

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.

Kraken Oil & Gas

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.

Ashburn Farm Professional Plaza in Loudoun County

Merger/Acquisition in 2018
Ashburn Farm Professional Plaza in Loudoun County comprises a three-building medical office park in Loudoun County. The asset is located in the United States.

Elevate

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.
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.

Durham medical office at Croasdaile Commons

Merger/Acquisition in 2020
Durham medical office at Croasdaile Commons comprises a medical office complex property. The asset is located in the United States.

MDLIVE

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.

Sabinal Energy

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.

SocialEdge, Inc.

Private Placement in 2020
SocialEdge, Inc., doing business as CreatorIQ, develops a talent management and marketing platform to plan, run, and measure social campaigns for global enterprises. It offers CreatorIQ, an enterprise-grade SaaS platform that enables digital marketing teams to discover social media influencers that resonate with targeted market segments; and cultivate influencer relationships to maximize brand ambassadorship. The company’s platform is also used to activate influencers to create and distribute authentic content for target markets at scale; and measure the effectiveness of influencer-generated content. Its solutions include discovery, campaign management, reporting, recruitment, global payments, paid media, access controls, and integrations. SocialEdge, Inc. was incorporated in 2013 and is based in Culver City, California with additional offices in Chicago, Illinois; New York, New York; and London, United Kingdom.

CareWorx

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.

Consero Global LLC

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.

GeoWealth, LLC

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.

InviteManager

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.

Drinks

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

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.

Kinetiq

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.

RAGE Frameworks

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.

Rittenhouse Senior Living of Hoover LLC

Merger/Acquisition in 2015
Rittenhouse Senior Living of Hoover LLC provides Alzheimer's and dementia care services to seniors. The company is based in Hoover, Alabama.

The Watermark at Trinity

Merger/Acquisition in 2020
The Watermark at Trinity comprises a 117 unit independent living community property. The asset is located in the United States.

CreatorIQ

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.

Acacia Exploration Partners, LLC

Private Placement in 2018
Acacia Exploration Partners, LLC operates as an oil and gas exploration company in Texas. Acacia Exploration Partners, LLC was formerly known as Acacia Energy Partners, LLC. The company was incorporated in 2018 and is based in Irving, Texas.

3Cinteractive

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.

Boulevard Senior Living Portfolio

Merger/Acquisition in 2020
Boulevard Senior Living Portfolio comprises a senior living property portfolio. The asset is located in the United States.

Shiftboard

Private Placement in 2018
Shiftboard is an online scheduling system. It's a new way to grow and manage your database of people, schedules, reports and daily business. Shiftboard provides a place, sometimes called a Portal, where organizations establish their own customized web-based scheduling, coordination, communication, reporting and member recruitment hub. Workers and other members can view schedules, join teams, pick up shifts, get reminders, communicate with managers, track availability, refer friends and colleagues, and generally stay much better connected than when using traditional methods of coordination. Using Shiftboard, site owners create and manage an unlimited number of Teams or Workgroups, appoint co-workers, managers, and other site members to those teams. By using the power of social networking and 24/7, web-based self-service business management tools, Shiftboard lets organizations work with partners, cut bureaucracy and scale their business, daily management and recruiting potential beyond office walls, telephone budgets and the 9-to-5 workday.

FreightWaves

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.

Panzura

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.

Signal Automotive

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.

Treez

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.

Medical Office Building Complex in Springfield, Massachusetts

Merger/Acquisition in 2019
Medical Office Building Complex in Springfield, Massachusetts comprises medical office building complex. The asset is located in the United States. As of December 4, 2019, Medical Office Building Complex in Springfield, Massachusetts was acquired by Kayne Anderson Real Estate Advisors and MBRE Healthcare.

FreightWaves

Private Placement 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.

Dejero

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.

myKaarma

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.

Healthcare Portfolio of Medical Office Buildings and Seniors Housing Properties in U.S.

Merger/Acquisition in 2020
Healthcare Portfolio of Medical Office Buildings and Seniors Housing Properties in U.S. comprises healthcare properties. The asset is located in the United States.

Rfxcel

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.

Signal Automotive

Private Placement 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.

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.

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.

4C Insights

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.

assisted living and memory care community in Marana

Merger/Acquisition in 2019
assisted living and memory care community in Marana comprises assisted senior living facility and memory care beds. The property is located in the United States.

NextCentury

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.

PROFICIO

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.

Onfleet

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.

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.

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.

Cloudbreak Health

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.

Drivewyze

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.

DiCentral

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.

OpenMethods

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.
Athira Pharma, Inc., a clinical-stage biopharmaceutical company, develops small molecules to restore neuronal health and stop neurodegradation. Its lead product candidate is ATH-1017, a blood brain barrier-penetrating, small hepatocyte growth factor/MET activator that is in various clinical trials for the treatment of Alzheimer’s and Parkinson’s diseases. The company also develops product candidates, which are in preclinical stage, including ATH-1019 for depression; and ATH-1018 for peripheral neuropathy. Athira Pharma, Inc. was formerly known as M3 Biotechnology, Inc. and changed its name to Athira Pharma, Inc. in April 2019. The company was incorporated in 2011 and is based in Seattle, Washington.

CareWorx

Private Placement 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.

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.

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.

3Cinteractive

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.

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.

Ideas United

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.

Search Optics

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.

Curbio

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.

Circle Cardiovascular Imaging

Private Placement in 2018
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.

PosiGen

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.

University Living

Merger/Acquisition in 2019
University Living comprises an assisted living and memory care senior housing community. The asset is located in the United States.

Well-Foam

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.

CellTrust Corp

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

KlearNow

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.

Two-Story Medical Office Building in Palm Beach Gardens

Merger/Acquisition in 2019
Two-Story Medical Office Building in Palm Beach Gardens comprises a medical office building. The asset is located in the United States.

XOG

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.

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.

Enviva Holdings, LP

Merger/Acquisition in 2018
Enviva Partners, LP produces and sells utility-grade wood pellets. The company’s products are used as a substitute for coal in dedicated and co-fired power generation, and combined heat and power plants. It serves power generators primarily in the United Kingdom, Europe, and Japan. Enviva Partners GP, LLC operates as the general partner of the company. Enviva Partners, LP was founded in 2013 and is based in Bethesda, Maryland.

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.

The Towers Located at 21 Clark Street

Merger/Acquisition in 2017
The Towers Located at 21 Clark Street comprises residential units, a lobby, commercial kitchen, large dining rooms, offices, community facility space, library, and rooftop terrace. The property is located in the United States.

Riviera

Private Placement 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.

CreatorIQ

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.

Four pre-construction solar energy projects of Birdseye Renewable Energy

Merger/Acquisition in 2020
Four pre-construction solar energy projects of Birdseye Renewable Energy comprises solar power project facilities. The asset is located in the United States.

FreightWaves

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.

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.

Andover Healthcare, Inc.

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

Cryptzone

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

YOUi Labs Inc.

Private Placement in 2018
YOUi Labs Inc., a software company, develops an interface engine for multi-screen video applications. The company offers You.i Engine, a cross-platform TV application based on the principles of a video game engine with performance and custom designs. Its You.i Engine allows agencies to build various TV applications; and provides solutions for operators and programmers. The company was founded in 2007 and is based in Ottawa, Canada.
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.

Watermark at Continental Ranch

Merger/Acquisition in 2019
Watermark at Continental Ranch comprises Watermark assisted living and memory care community in Marana. The asset is located in the United States.

FaceFirst

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.

Source Intelligence

Private Placement in 2019
We deliver supply chain intelligence and supplier performance management solutions that support corporate sustainability, regulatory compliance and social responsibility initiatives.

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.