Christopher C. Casciato

Managing Director

Comerford CFA, Jay B.

Managing Director and Member of the Investment Committee

Gross, Stewart K. P.

Managing Director

Michael Langer

Managing Director and Member of the Investment Committee

Lane Mcphillips

Principal and Head of Human Capital

Tom Naratil

Operating Partner

Michal Petrzela

Managing Director

Max Rakhlin

Managing Director and Board Member

Boris Rapoport

Managing Director

Daniel Stencel

Managing Director and CFO

Martin Sullivan

Operating Partner

Mark F. Vassallo

Managing Partner

Maria Veltre

Operating Partner

Bryan Walker

Associate

Jon Walters

Associate

Kevin Watters

Operating Partner

Marc West

Operating Partner

33 past transactions

Schellman & Company

Private Equity Round in 2021
Schellman is a leading provider of attestation and compliance services. They are a globally licensed PCI Qualified Security Assessor, an ISO Certification Body, a HITRUST CSF Assessor, and a FedRAMP 3PAO. Renowned for expertise tempered by practical experience, their professionals provide superior client service balanced by steadfast independence. Their approach builds successful, long-term relationships and allows their clients to achieve multiple compliance objectives through a single project team.

Allworth Financial

Acquisition in 2020
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

ProfitSolv

Acquisition in 2020
ProfitSolv is to acquire integrated billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering firms.

Blackline Safety

Post in 2020
Blackline Safety is a global connected safety leader that helps to ensure every worker gets their job done and returns home safely each day. Blackline provides wearable safety technology, personal and area gas monitoring, cloud-connected software and data analytics to meet demanding safety challenges and increase productivity of organizations with coverage in more than 100 countries. Blackline Safety wearables provide a lifeline to tens of thousands of people, having reported over 161 billion data-points and initiated over five million emergency responses. Armed with cellular and satellite connectivity, we ensure that help is never too far away.

maroon.ai

Seed Round in 2020
Maroon.ai is a predictive analytics platform that provides marketing intelligence to B2B companies. Their SaaS platform with turnkey approach can be easily implemented into existing business processes to help them predict the deep, data driven insights about prospective customers & competitors. Built on top of massive commercial datasets with more than 80m records (and adding 18m words each day), Maroon allows for an intuitive and efficient qualification of your business to find the prospects most likely to engage & generate high quality net new leads while enriching your CRM/ SFA data.

HealthPlanOne

Acquisition in 2020
Founded in 2006, Health Plan One is an online health insurance marketplace serving individuals, families, small groups and Medicare recipients. The Health Plan One platform aims to help consumers to make well-informed decisions about their health insurance needs by offering online and offline sales support and customer service 24-hours a day. Additionally, Health Plan One markets Medicare Advantage and Medicare supplement products under the brand Medicare Solutions.

Lendmark Financial Services

Acquisition in 2019
Lendmark Financial Services is a financial services company offering personalized loan solutions and debt consolidation loans services.

Lighthouse

Acquisition in 2019
Lighthouse provides e-discovery and advisory services intended to manage the increasingly complex landscape of enterprise data for compliance and legal teams. They offer consulting and data analysis services, enabling clients to identify and mitigate risks from current and future litigation.

Engage PEO

Acquisition in 2019
Engage PEO delivers comprehensive HR solutions to small and mid-sized businesses nationwide, sharpening their competitive advantage. Comprised of the industry’s most respected veteran professional employer organization executives, certified HR professionals and attorneys, Engage PEO provides hands-on, expert HR services and counsel to help clients minimize cost and maximize efficiency for stronger business performance.

AmpliFI Loyalty Solutions

Acquisition in 2018
AugeoFI is an outsourced provider of customized loyalty program solutions for middle-market banks and credit unions. With over 20 years of managing loyalty programs in the financial services space and an experienced management team, AugeoFI operates an industry-leading platform, supporting 1,200 loyalty programs for many banks and credit unions in the United States. AugeoFI was founded in 2008, based in Naperville, Illinois. In September 2018, it was acquired by Lightyear Capital.

Therapy Brands

Private Equity Round in 2018
Therapy Brands is a provider of mental and behavioral health software. Therapy Brands is equipping practitioners with effective solutions to address the growing needs of mental and behavioral health, substance use recovery, applied behavior analysis, and rehabilitation populations. Through purpose-built, fully integrated practice management and EHR solutions provided by Therapy Brands, healthcare providers can improve patient quality of care and support better health outcomes for those they serve. Therapy Brands is headquartered in Birmingham, Alabama.

HPM Partners

Acquisition in 2018
HPM Partners is an award-winning investment and wealth management firm offering customized financial advice to individuals and their families, businesses and their employees, and nonprofit organizations.

Datalot

Private Equity Round in 2017
Datalot provides digital marketing and analytics solutions for insurance policy sales at scale. We operate the largest marketplace of live, qualified in-market insurance shoppers in the insurance industry, delivering customers directly into your existing sales process. With our active campaign management and optimization, we can reliably deliver carrier COA and LTV targets.

eCommission

Acquisition in 2017
Headquartered in Austin, Texas, eCommission Financial Services, Inc. focuses exclusively on the financial needs of real estate sales professionals throughout the United States. The Company utilizes the latest technologies to ensure fast, easy processing of all real estate commission advance products, and superior customer satisfaction. eCommission is owned by Milestone Partners, a private equity firm that partners with management to invest in leveraged buyouts and recapitalizations of lower middle market businesses. Milestone pursues successful niche-market leaders that provide high-margin products or services. Milestone’s transactions typically provide liquidity to shareholders of privately owned businesses, facilitate the transition of ownership to key managers, and allow management to capitalize on growth opportunities, while maintaining the legacy of the founders.

Hyduke Energy Services

Venture Round in 2017
Since 1972, Hyduke has been a leading global manufacturer of drilling rigs and equipment. We engineer, design, and manufacture, land-based drilling rigs, pump units, cranes, winches, center sections, mud systems, catwalks, pipe tubs, skids and oilfield buildings. Our products have proven their reliability in the most harsh arctic, desert, and tropical environments throughout the world. Recently Hyduke has diversified into custom steel fabrication for civil and industrial projects, offering high-quality structural steel fabrication, modular unit supports, and more. In addition, Tank manufacturing is a new venture for Hyduke, and the company has managed to gather a deeply experienced staff for all tank engineering, manufacturing and field installations.

Advisor Group

Acquisition in 2016
Advisor Group is among the largest independent broker-dealer networks in the United States. Advisor Group is among the largest networks of independent broker-dealers in the United States. The four broker-dealers that comprise Advisor Group – FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, and Woodbury Financial Services – foster the spirit of entrepreneurship and independence that is exemplified by our over 5,000 affiliated advisors. Our structure allows us to invest significant resources across our broker-dealer network — resources that any single firm would have difficulty duplicating. The result? Our advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support. The advisors we serve enjoy the best of both worlds – big-firm resources with a small-firm feel. Our strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet our industry’s next generation of challenges and opportunities.

Pathlight Capital

Acquisition in 2015
Pathlight Capital is a commercial finance company dedicated to providing creative financing solutions to fund growth, acquisitions, debt refinancings, or restructurings. While specializing in the consumer and retail sector, Pathlight is also focused on meeting the needs of companies that operate across a broad range of industries. In addition to providing loans secured on a first or second lien basis against tangible and intangible assets, this flexible lending platform also delivers enterprise value and mezzanine financing options.

Wealth Enhancement Group

Acquisition in 2015
Wealth Enhancement Group offers customized financial planning and investment management services. The company is dedicated to helping clients avoid the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.

RidgeWorth Investments

Acquisition in 2013
The RidgeWorth Funds family provides investors with a range of equity funds, bond funds and asset allocation funds. We believe that the best equity funds and best bond funds are those that have managers who remain true to their investment disciplines over the long term. The best equity funds and best bond funds for investors may not be the ones with the highest absolute performance, but rather, the funds that perform the way they are supposed to perform in different market environments, and contribute to a well-diversified portfolio. Take a look at the funds we have to offer, which may help you build a well-diversified portfolio.

Alegeus

Acquisition in 2012
Alegeus is the market leader in consumer directed healthcare solutions supporting 40% of the CDH benefit accounts in the market.

Paradigm

Acquisition in 2012
Paradigm achieves leading clinical and financial results for catastrophic and complex claims, including traumatic brain injuries, spinal cord injuries, multiple traumas, amputations, burns, and complex and chronic pain management. They manage these most volatile and costly cases using a unique, comprehensive methodology.

Cascade Bancorp

Post in 2010
Cascade Bancorp operates as the bank holding company for Bank of the Cascades.

Higher One

Venture Round in 2008
Founded in 2000, Higher One provides higher education institutions and their students with efficient, convenient and easy-to-use solutions to handle financial disbursements. These include: student refunds, on-campus and community purchases, payroll and employee expenses, as well as the collection of payments from students, parents, and sponsors.

ARGUS Software

Acquisition in 2006
ARGUS Software provides real estate software and services. The Company offers property management and valuation software products that allows customers to manage the financial and operational performance of their real estate portfolios. Realm Business Solutions serves customers worldwide.

BakerCorp

Acquisition in 2005
BakerCorp is a market leader in tank, pump, filtration and shoring equipment rentals. With operations in North America and Europe

The NAU Group

Private Equity Round in 2005
QBE NAU was founded by the Deal family. The Deals and members of QBE NAU's leadership team are true pioneers. Jim Deal helped initiate the successful partnership between the government and private sector in the early 1980's. The goal was to improve the financial security of their nation's farming community. As a result of these efforts, crop insurance has become the primary risk management tool for the American farmer. QBE NAU has a well-deserved reputation for providing outstanding customer service to their agents and farmer producers and is an industry leader in innovative technology. For this reason, they've grown over the years; they’re currently licensed in 47 states and employ over 600 field and office staff across the country. As America's foremost crop insurer, QBE NAU provides the financial strength needed in today's insurance environment for their customers' security now and in the future. QBE NAU is part of QBE Insurance Group Limited, one of the top 20 insurers and reinsurers worldwide.

Ripon Cogeneration

Acquisition in 2004
The Ripon Cogeneration Facility, located near San Francisco in Ripon, California, has been in operation since 1988 and has a generation capacity of 51 megawatts. It has a power purchase agreement to 2018 with Pacific Gas & Electric Company, the principal utility operating subsidiary of PG&E Corp, the largest electric utility in California.

DeepGreen Bank

Acquisition in 2003
DeepGreen Bank is a federal savings bank that offers online banking and financial services.

Maxxim Medical Inc.

Acquisition in 2003
Maxxim Medical (www.maxximmedical.com) is a major diversified manufacturer, assembler and marketer of specialty medical and surgical products, including custom and standard procedure trays, single use drapes and gowns, medical and surgical gloves, vascular access and critical care products. Selling primarily to acute care hospitals, surgery centers and alternate care facilities, Maxxim has five plants in the United States and one in the Dominican Republic. U.S. plants are located in Athens, TX; Clearwater and Oldsmar, FL; Columbus, MS; and Honea Path, SC.

Baseline StudioSystems

Series C in 2000
Studio Systems operates an online entertainment industry database and offers information services to the entertainment and media industries on a subscription basis. It offers Studio System, an online information system that allows retrieval of television and film information, including talent, representation, below and above the line credits, projects in various stages of development, contact information, box office, and ratings. The system also provides reports such as client rosters, literary sales, and location start/wrap dates. It offers its information system for international publicity, agency, production, film commission, studio, distributor, and third party vendor clients. It also offers ScriptLog, a script management system to manage the story department; and In Hollywood, which provides film industry professionals with information on films in development, relevant contact information, and the production scenes. In addition, it develops tools that facilitate entertainment companies to manage internal research. Based in Santa Monica, California, Studio Systems, Inc. operates as a subsidiary of The New York Times Company.
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