Hitecsa

Hitecsa is a designer and manufacturer of climate-control equipment, providing solutions for commercial, residential, industrial, and tertiary applications. The company specializes in offering air-conditioning, heating, and ventilation systems that enhance energy efficiency and comfort for its customers. Hitecsa focuses on delivering innovative products that meet diverse climate management needs, positioning itself as a key player in the climate-control sector. Its commitment to quality and efficiency makes it a trusted choice for clients seeking reliable climate solutions.

Liam Alling

Vice President

Michael H. Appleby

Managing Director and Portfolio Management, Real Estate

Thomas Archie

Managing Director

Jim Baker

Partner and Senior Managing Director

Mara Beard

Associate

Paul Stuart Blank

Chief Operating Officer

Alan R. Boswell

Senior Vice President

Harrison Brunelli

Associate

Todd Burgamy

Vice President

Brian Cannella

Portfolio Management, Vice President, Student Housing and Multifamily

Ishu Chadha

Associate

Sabrina Chaudhury

Vice President

Leon Chen

Managing Partner, Growth Equity

Nick Christ

Vice President

Cory Christofferson

Senior Vice President

Buddy Clarke

Managing Director

Bryan Collins

Senior Associate

Nishita Cummings

Managing Partner & Co-Head, Growth Equity

Greg Davis

Managing Director

Andrew DeYoung

Director of Business Development and Operations

Cynthia Ding

Associate

Daniel Doll

Associate for KA Fund Advisors, LLC

Frank L. Duemmler

Chief Operating Officer and Co-Founder of Real Estate

Alex Duffy

Associate

John Eanes

Managing Director

Rob Evans

Senior Associate

Patrick Flaherty

Portfolio Management, Vice President, Student Housing and Multifamily

Jack Foster

Vice President

John Frey

Co-Founder and Managing Partner

Eli Geschwind

Associate

Gary Ghazarian

Partner and Director of Operations

Douglas Goodwillie

Managing Partner, Co-Head, Middle Market Direct Lending & Private Credit Strategies & Board Of Director

Travis Harper

Vice President, Business Strategies

Terry A. Hart

Managing Director, Kayne Anderson Capital Advisors and Chief Financial Officer of KYN, KYE, KED

Charlie Hartwick

Senior Associate

Tadd Hatcher

Senior Associate

Michael Heinz Jr.

Managing Partner

David Iverson

Senior Managing Director, Energy Private Equity

Eric Javidi

Senior Vice President

Frank Karl

Vice President

Oliver Koo

Associate

Karen Kulvin

Managing Director, Debt, Co-Portfolio Manager, Real Estate and Portfolio Manager

David LaBonte

Partner and Senior Research Analyst

Kenneth B. Leonard

Managing Partner & Co-Head, Middle Market Direct Lending

Ken Leonard

Managing Partner

Jonathan Levinson

Senior MD of Strategy

Jose Linardi

Associate

Patrick Lissonnet

Senior Vice President

Nathan Locke

Managing Partner

Ron Logan

partner and senior managing director and senior vice president of KYN, KME, KYF, KED

Andrew Marek

Managing Partner

Oren Marouni

Vice President

Kevin McCarthy

Chairman and Chief Executive Officer of KYN, KYE, KMF and KED, Portfolio Management and managing par

John McNulty

Managing Director

Jody Meraz

Partner, Managing Director and Vice President

Forrest Miller

Associate

Christopher Muzii

Associate, Healthcare Real Estate

Shuvaun Neville

Vice President

Max Newland

Portfolio Management, Managing Director, Healthcare Real Estate

Patrick O’Brien

Associate

Rick Persutti

Vice President

Christopher Phillips

Chief Financial Officer

Cammy Pope

Senior Associate

Mayank Prasad

Associate

Eric Pregler

Vice President

Albert Rabil III

Co-Founder, Managing Partner and Chief Executive Officer

Albert Ricchio

Managing Partner

Felice Rosen

Director of Administration / Benefits

Sami C.F.A., Masoud

Operations Associate

Ryan Sauer

Senior Vice President

Lauren Schmidt

Associate

Ethan Schweir

Associate

S. David Selznick

Chief Investment Officer

Shane Shepherd

Director

Robert Shilton

Vice president

Robert Sinnott

Co-Chairman

Andrew Smith

Portfolio Management, Managing Director, Debt and Co-Portfolio Manager

Paul Francis Stapleton

CFO

Mark Teshoian

Managing Partner & Co-Head of Kayne Energy Private Equity

Rula Urso

VP

Brad Vinzant

Senior Associate

David Walsh

Partner, Growth Capital

Ralph Walter

Senior MD

Daniel Weingeist

Managing Partner, Co-Head of Kayne Energy Private Equity & Board Of Director

Danny Weingeist

Managing Partner

Steve Wierema

Director

Gifford Wilkerson

Managing Director

Sam Williams

Vice President

Chuck Yates

Managing Partner

Jacoub Youakim

Assistant VP

Jenna Young

Director

Cooper Ziecik

Associate

Craig Zogby

Portfolio Management, Managing Director, Student Housing and Multifamily

J.C. Frey

Managing Partner

75 past transactions

Onfleet

Series B in 2022
Onfleet is a B2B software company based in San Francisco, California, specializing in last-mile delivery logistics. Founded in 2012 by a team of engineers from Stanford University, Onfleet facilitates efficient communication of locations between businesses and their customers. The company's platform offers a web-based dispatch dashboard for routing, tracking, and analytics, along with mobile applications for drivers on iOS and Android. Onfleet's features include real-time order tracking, automated customer notifications, and a RESTful API that allows businesses to integrate their existing tools. The platform supports a variety of industries, including food, beverage, grocery, laundry, pharmaceuticals, retail, and e-commerce, enabling thousands of businesses worldwide to manage and analyze their delivery operations effectively.

Bark

Series C in 2022
Bark is a software company founded in 2015 and based in Atlanta, Georgia, specializing in parental control monitoring. Its platform employs machine learning and data science to detect various online threats faced by children, including cyberbullying, sexting, suicidal ideation, and other signs of distress. Bark aims to empower parents by providing them with actionable insights and alerts regarding their children's activities on social media, text messaging, and email accounts. By focusing on potential issues rather than overwhelming parents with all content, Bark fosters a trusting relationship between parents and children while helping to ensure a safer online environment. The company's services include content monitoring, screen time management, and web filtering, all designed to address the digital dangers that children encounter.

Panzura

Series B in 2022
Panzura, Inc. specializes in enterprise storage solutions tailored for the cloud era, providing a Global Cloud Storage System designed to enhance data management across various industries. The system integrates an on-premise appliance known as the Panzura Controller with the Panzura Global File System, which supports both virtual and physical infrastructures. This architecture enables cloud integration and network-attached storage capabilities, allowing for seamless file sharing and project collaboration. Panzura's offerings include multi-cloud file services, cloud-based archiving solutions, and data protection services, ensuring that users experience LAN-speed access to files globally, with features such as automatic file locking and immediate global data consistency. The company serves a diverse clientele, including organizations in sectors like oil and gas, entertainment, healthcare, and architecture. Founded in 2008 and based in Campbell, California, Panzura was formerly known as Pixel 8 Networks LLC before rebranding in 2010.

Treez

Series C in 2022
Treez, Inc. is a company that develops retail management software specifically designed for medical marijuana dispensaries in the United States. Founded in 2016 and headquartered in Oakland, California, Treez offers an enterprise-grade platform that includes point of sale systems, integrated payment solutions, and tools for cultivation and data management. The software aims to optimize and automate dispensary operations, enhancing aspects such as employee management, inventory control, and customer service. By enforcing best practices and collecting valuable business data, Treez helps operators, regardless of size, improve their performance and navigate industry changes. Additionally, the platform ensures regulatory compliance throughout the supply chain, connecting brands with retailers through a centralized catalog and real-time market insights.

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.

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.

KlearNow

Series B in 2021
KlearNow Corporation, founded in 2018 and based in Santa Clara, California, specializes in developing an AI-driven logistics platform that enhances customs clearance and document management for importers, brokers, and transporters. The company provides a transparent customs clearance platform that offers real-time visibility into the logistics process, allowing its partners to conduct business more efficiently and at lower costs. KlearNow's cloud-based solution enables users to access the platform from any smart device, ensuring full transparency and operational capability around the clock. Additionally, KlearNow has a development center located in Gurugram, India, further supporting its technological advancements.

GeoWealth

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.

CreatorIQ

Series D in 2021
CreatorIQ is an intelligence-driven platform designed for enterprises to manage and optimize influencer marketing campaigns. Its SaaS technology suite facilitates intelligent creator discovery, streamlines the workflow of campaigns, and ensures brand safety while providing meaningful measurement of results. The platform is utilized by major brands such as Airbnb, CVS, Dell, Disney, H&M, Mattel, Salesforce, Target, and Unilever to enhance their marketing efforts and establish global measurement standards. CreatorIQ's headquarters is located in Los Angeles, with additional offices in New York, Chicago, and London.

FreightWaves

Private Equity Round in 2021
FreightWaves is a data and content forum that provides market participants with near-time analytics on the state of the freight market. The company offers current digital intelligence and context to the freight community on a central platform. The company's​ SaaS product, SONAR, is a freight market analytics tool and dashboard, aggregating billions of data points from hundreds of sources to provide the fastest data in the transportation and logistics sector. The platform is mode agnostic and has time-series and geo-based data from all modes of freight, including truck, rail, ocean, air, and warehouse. FreightWaves was founded to provide transparency and risk-management products to the freight markets. As a 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.

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.

Kraken Oil & Gas

Private Equity Round in 2020
Kraken Oil & Gas is an exploration and production company specializing in the oil and gas sector, with a focus on the Williston Basin in Montana and North Dakota. Founded in 2012 and headquartered in Houston, Texas, the company targets drilling and development opportunities primarily within the Bakken formation. As a private equity-backed entity, Kraken Oil & Gas aims to leverage its expertise to maximize resource extraction in this prolific area. Since its inception, the company has been dedicated to advancing its operations and capitalizing on the potential of the energy market.

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.

FreightWaves

Private Equity Round in 2020
FreightWaves is a data and content forum that provides market participants with near-time analytics on the state of the freight market. The company offers current digital intelligence and context to the freight community on a central platform. The company's​ SaaS product, SONAR, is a freight market analytics tool and dashboard, aggregating billions of data points from hundreds of sources to provide the fastest data in the transportation and logistics sector. The platform is mode agnostic and has time-series and geo-based data from all modes of freight, including truck, rail, ocean, air, and warehouse. FreightWaves was founded to provide transparency and risk-management products to the freight markets. As a 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.

CreatorIQ

Series C in 2020
CreatorIQ is an intelligence-driven platform designed for enterprises to manage and optimize influencer marketing campaigns. Its SaaS technology suite facilitates intelligent creator discovery, streamlines the workflow of campaigns, and ensures brand safety while providing meaningful measurement of results. The platform is utilized by major brands such as Airbnb, CVS, Dell, Disney, H&M, Mattel, Salesforce, Target, and Unilever to enhance their marketing efforts and establish global measurement standards. CreatorIQ's headquarters is located in Los Angeles, with additional offices in New York, Chicago, and London.

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.

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.

WildFire Energy

Private Equity Round in 2019
WildFire Energy is an independent energy company focused on the acquisition, exploitation, and production of oil and natural gas properties.

Elevate

Venture Round in 2019
Elevate Services, Inc. is a consulting and technology company that provides a range of services to law firms and corporate legal departments globally. Founded in 2011 by Liam Brown and headquartered in Los Angeles, the company specializes in consulting services such as operations support, process improvement, and technology integration. Elevate also offers various legal services, including document review, procurement support, and contract management. Its innovative solutions include the Cael Project, a cloud-based application for legal project management, and other tools designed to enhance data analysis and facilitate value-based fee arrangements. With a focus on improving efficiency and quality, Elevate has established a presence in multiple countries, including offices in the United States, India, the Philippines, the United Kingdom, Australia, Singapore, and several European nations.

Riviera

Private Equity Round in 2019
Riviera Partners, Inc. is a specialized executive search and recruiting firm focused primarily on the technology sector. Established in 2002 and headquartered in San Francisco, California, with additional offices in Santa Monica, San Jose, New York, and Bozeman, Riviera Partners offers a blend of executive and technical recruitment services tailored for technology companies and start-ups. The firm employs a unique "man + machine" approach that combines proprietary technology and data insights with recruiter expertise to efficiently connect clients with top engineering talent. Riviera has developed a suite of software applications, including tools for career and recruitment management, which enhance its ability to match candidates with organizational needs. The firm is recognized as a leading search and recruiting agency in the Bay Area, known for its extensive reach and strong relationships in the industry.

Fullscript

Series B in 2019
Fullscript is an online health platform designed for integrative healthcare professionals, facilitating the delivery of high-quality supplements and improving patient care. Established in 2011 and based in Ottawa, Ontario, Fullscript serves as a virtual supplement dispensary that offers a comprehensive catalog of professional-grade products. The platform simplifies the management and growth of healthcare practices by providing tools for patient engagement and adherence, along with features such as automated refill reminders and integration with electronic health records (EHRs). Additionally, Fullscript provides practitioners and patients with access to a library of evidence-based resources, ensuring that wellness is approached in a personalized and effective manner. This all-in-one solution aims to enhance patient outcomes and streamline the practice of integrative medicine.

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.

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.

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.

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.
Circle Cardiovascular Imaging develops and markets cardiovascular post-processing software for the evaluation of magnetic resonance imaging (MRI) and CT images. It offers cmr42, a cardiovascular post-processing software for viewing and analyzing cardiovascular MR (CMR) images; ct42, a cardiovascular post-processing software for viewing and analyzing CCT images; cvi42, an integrated cardiovascular post-processing software for viewing and analyzing CMR and CCT images; and report42, a software solution that facilitates the documentation and reporting of CMR and CCT images. Circle Cardiovascular Imaging also provides product support, and training and education services for its software. Its software is used in the treatment of various indications, including heart failure, coronary artery disease, ischemic heart disease, myocardial infarction/scar, non-ischemic CM, myocarditis, valvular heart disease, cardiac masses, pericardial disease, pulmonary angiography, atrial fibrillation, carotid disease, and thoracic aortic disease. Its software is used by physicians and healthcare institutions in clinical and research settings. Circle Cardiovascular Imaging markets its software through a network of distributors worldwide. Kelly Cherniwchan founded it in 2007, with its headquarters in Calgary in Canada.

myKaarma

Series A in 2018
myKaarma provides advanced CRM and communication software designed specifically for car dealerships, aiming to enhance the retail experience for both service departments and customers. Their cloud-based platform consolidates voice, text, and email into a single communication thread, facilitating quick and efficient interactions. The company has developed a Customer Interaction Management (CIM) solution that streamlines communication and payments through user-friendly design flows. By integrating tools such as point-of-sale systems and mobile payment capabilities, myKaarma enables automotive dealers to improve customer retention and reduce operational costs.

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.

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.

Athira Pharma

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.

rfXcel

Series B in 2017
rfxcel Corporation specializes in providing software-as-a-service (SaaS) solutions for track and trace needs within the pharmaceutical supply chain. Founded in 2003 and headquartered in San Ramon, California, rfxcel offers a comprehensive platform that enables pharmaceutical manufacturers, repackagers, wholesalers, distributors, and dispensers to enhance visibility, ensure compliance with regulatory mandates, and protect patient safety. Their solutions include product serialization, traceability, monitoring, and environmental compliance, which help clients optimize operations and mitigate risks associated with counterfeit products. Beyond the pharmaceutical sector, rfxcel also serves industries such as food and beverage, government, and consumer goods. The company maintains a global presence with additional offices in various locations, including the United Kingdom, Russia, Brazil, and India.

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

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.

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.

PROFICIO

Series A in 2016
Proficio, Inc. is a Managed Security Service Provider (MSSP) that specializes in delivering comprehensive security, networking, and IT infrastructure solutions. The company offers a range of services including ProNOC, which provides 24/7 monitoring of networks and applications; ProSOC for managed security operations; and consulting services for compliance and risk assessment. Proficio also provides implementation and managed services aimed at enhancing network uptime and meeting compliance requirements. Their training programs cover technology foundations and advanced administration. The company's security solutions encompass various areas such as application security, identity management, and cloud-based security. Proficio serves multiple sectors, including education, healthcare, finance, and government. Founded in 2010 and headquartered in Carlsbad, California, Proficio has a security operations center in Barcelona and additional offices in Atlanta and Hong Kong.

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.

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.

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.

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.

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.

Azalea Health

Series B in 2016
Azalea Health is a prominent provider of cloud-based healthcare technologies and services, catering to health systems, rural health clinics, billing companies, and community hospitals. The company offers a comprehensive suite of integrated solutions, including Electronic Health Records (EHR), Practice Management (PM), Revenue Cycle Management (RCM), and telehealth services. Azalea Health focuses on enhancing patient engagement through its mobile health application and patient health records portal, which are designed to improve workflow and revenue flow for practices of various sizes and specialties. Additionally, the solutions offered by Azalea Health assist clients in meeting regulatory requirements, such as Meaningful Use and ICD-10 standards, thereby streamlining operations and maximizing revenue.

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.
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.

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.

InviteManager

Series B in 2015
InviteManager specializes in ticket and event management software designed to streamline corporate entertainment and client engagement. Founded in 2007 and based in Calabasas, California, the company offers a cloud-based platform that automates the procurement and administration of ticket assets, ensuring compliance with company policies and enhancing tax and legal adherence. InviteManager's application enables organizations to efficiently manage their entertainment expenditures, which exceed $600 billion annually, by replacing outdated methods like spreadsheets and emails with a secure solution. This platform allows users to track and report on the return on investment from events, fostering better client relationships across various sectors, including banking, healthcare, technology, and entertainment. Trusted by major corporations, InviteManager aids in maximizing the effectiveness of client interactions through its comprehensive ticket management features.

Amistad Energy Partners

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

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.

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.

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

Agilix

Debt Financing in 2015
Agilix Labs, Inc. specializes in developing cloud-based education solutions aimed at enhancing student-centered learning. The company's primary offerings include xLi, an extensible learning infrastructure for educational partners; BrainHoney, a comprehensive learning management system for schools and universities; and Agilix Buzz, a personalized learning system designed for competency-based learning programs. These platforms enable the distribution, management, and reporting of courses and enrollments in virtual settings, allowing both students and educators to take control of the learning experience. Agilix has established strategic partnerships with notable organizations, including Microsoft, National Geographic, and Google, to further enhance its educational offerings. Founded in 2001 and headquartered in Orem, Utah, Agilix is committed to advancing personalized learning in educational environments.

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.

Consero Global LLC

Venture Round in 2015
Consero Global LLC is a provider of Finance as a Service solutions, catering to small and mid-market companies in the software/SaaS and professional services sectors. Founded in 2006 and headquartered in Austin, Texas, with additional offices in Boston and Bengaluru, the company offers a comprehensive suite of services designed to streamline financial operations. These services include financial leadership, planning, budgeting, forecasting, management reporting, audit support, and CFO consulting. Consero's Empower Financial Platform integrates professional finance staff, established processes, and cloud-based software applications, enabling clients to address complex financial requirements and scale operations efficiently. The company aims to provide a cost-effective alternative to maintaining an in-house finance function, allowing businesses to focus on growth while managing their financial processes effectively.

Drivewyze

Venture Round in 2015
Drivewyze Inc. is a provider of mobile driving solutions for the transportation industry in North America, focusing on enhancing the efficiency of commercial vehicle operations. Founded in 2010 and headquartered in Edmonton, Canada, with an additional office in Dallas, Texas, Drivewyze offers Drivewyze PreClear, a subscription-based application designed to assist drivers at weigh stations and roadside inspection sites. This application delivers visual and audible instructions to facilitate seamless bypasses for local, regional, intra-state, and long-haul motor carriers, as well as truck operators. Drivewyze operates as a subsidiary of Intelligent Imaging Systems Inc.

Atlas RFID

Venture Round in 2015
Atlas RFID Solutions, Inc., founded in 2007, specializes in auto-ID technology to enhance efficiency in materials management for industrial construction. The company has developed a material control application that integrates web-based server software with RFID and mobile technology, facilitating automated data collection and real-time information access for decision-makers in the field. This innovation aims to address productivity challenges related to material readiness and to streamline operations for a range of stakeholders, including owners, engineering, procurement and construction firms, contractors, and suppliers. Atlas RFID has successfully deployed its solutions in over 50 projects across more than five countries on three continents, with its operations divided into three divisions: Jovix™, retail, and custom development.

TicketManager

Private Equity Round in 2015
TicketManager is Where Tickets Mean Business. TicketManager makes client entertainment easy and proves the ROI for companies of all sizes in a $6 billion dollar market. TicketManager provides tech and services to manage sports tickets, events, and registration from event inception to check-in to post-event analysis.

CellTrust

Series A in 2014
CellTrust Corp is a provider of secure mobile communication services designed for compliant enterprise mobility. The company offers a range of services, including secure voice calls and text messaging, which can be archived and traced. Its platform integrates with major archiving and e-discovery providers, allowing clients to maintain a private communication environment while ensuring the protection of their communications. By focusing on compliance and security, CellTrust enables organizations to safeguard sensitive information and enhance their mobile communication capabilities.

Zafin

Venture Round in 2014
Zafin is a prominent enterprise banking software company that specializes in digital banking solutions for retail and corporate banks. Founded in 2002 and headquartered in Toronto, Canada, Zafin offers a range of products including the Enterprise Product Hub for product design and management, Zafin Cloud as a software-as-a-service platform, and Zafin Origin for digital client onboarding. Its unique miRevenue technology platform supports dynamic pricing, billing, and relationship banking, helping banks optimize revenue and enhance client relationships. Zafin serves a diverse clientele, including notable banks such as HSBC, Barclays, and Standard Chartered. The company has established strategic partnerships with industry leaders like FIS, Microsoft, and IBM, further strengthening its position in the financial technology sector. With recognition from various industry awards, Zafin is well-positioned for continued growth and expansion, particularly in the U.S. market.

Well-Foam

Private Equity Round in 2014
Well-Foam Inc. specializes in providing heavy-duty equipment rental services for the oil and gas industry. The company serves commercial customers throughout the Permian Basin, offering a comprehensive range of products including rental equipment, laydown machines, nitrogen units, reverse units, and flowback and well testing equipment. Well-Foam also provides specialized services such as open and cased hole fishing, ensuring that projects are executed efficiently, safely, and effectively. With a focus on quality equipment and knowledgeable staff, Well-Foam is committed to meeting the diverse needs of its clients in the competitive energy sector.

MaintenanceNet

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.

MDLIVE

Venture Round in 2014
Founded in 2006, MDLIVE, formerly MDLiveCare, is a 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.

Starmount

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.

Fallbrook Technologies

Debt Financing in 2013
Fallbrook Technologies Inc. specializes in the development and manufacturing of innovative transmission systems, most notably the NuVinci technology, which features a traction-based continuously variable transmission (CVT) system. This technology is designed for various applications, including bicycles, light electric vehicles, automobiles, agricultural equipment, and wind turbines. The NuVinci continuously variable planetary (CVP) system enhances the efficiency and performance of mechanical systems by replacing traditional gear technology with a sphere-based mechanism. Alongside the NuVinci technology, the company also offers the NuVinci Harmony, an automatic shifting system for bicycles, and the N330f, a rental and commercial-grade bicycle group set. Founded in 1998 and headquartered in Cedar Park, Texas, Fallbrook operates manufacturing facilities in China and maintains a sales office in Europe. The company has formed partnerships with leading industry players, including Dana Holding Corporation and Allison Transmission, to license its technology for widespread deployment.

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.

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.

Aparc Systems

Private Equity Round in 2013
Aparc Systems, Ltd. specializes in developing advanced parking management systems for both on-street and off-street applications. The company offers a range of solutions including a License Plate Recognition system for automated vehicle tracking, TicketManager for real-time parking enforcement, and various access control equipment such as car park barriers and pay-on-foot stations. Additionally, Aparc provides vehicle detection sensors for monitoring parking occupancy, a cashless payment application called Park By Phone, and intelligent WayFinding software. Their project portfolio serves a diverse clientele, including municipalities, universities, airports, and hospitals. Founded in 2006 and headquartered in Vancouver, Canada, Aparc Systems also maintains offices in San Francisco, Honolulu, and Toronto, boasting extensive experience in enhancing the efficiency and profitability of parking operations across North America.

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.

Andover Healthcare, Inc.

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

Who@

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.

FaceFirst

Venture Round in 2012
FaceFirst, Inc. is a technology development firm based in Encino, California, specializing in mobile and live-video surveillance facial recognition software. Founded in 2007, the company provides a solution that generates automated real-time alerts when a facial match is detected above a specified probability threshold. This technology helps identify individuals with prior arrest records, suspected shoplifters, and persons of interest from both internal watch lists and external sources such as terrorist watch lists. FaceFirst's products are utilized by a range of clients, including retailers, stadiums, transportation centers, law enforcement agencies, and government organizations, to enhance public security and theft prevention. By integrating facial recognition with predictive analytics, FaceFirst aims to create safer communities and mitigate potential threats in real time while analyzing historical criminal data to identify and prevent crime patterns.

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.

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.

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.

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.

Newton Energy Partners

Private Equity Round in 2010
Newton Energy Partners, LLC is an independent oil and natural gas company based in The Woodlands, Texas, founded in 2010. The company focuses on producing oil and natural gas in the Permian Basin, Mid-Continent, and onshore Gulf Coast regions. Newton Energy Partners aims to develop properties that offer identifiable potential for growth, emphasizing the provision of clean and efficient energy solutions.
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