GCG Wealth Management
Private Equity Round in 2022
GCG Wealth Management is a wealth management firm headquartered in Charlotte, North Carolina. Founded in 1994, the company specializes in providing comprehensive financial services, including life insurance, investment management, annuities, and risk management solutions. GCG Wealth Management focuses on holistic wealth creation and preservation, offering tailored financial planning, insurance strategies, and coaching to meet the diverse needs of its clients. Additionally, the firm provides services in estate planning, gift planning, and retirement planning, ensuring that individuals and families are equipped with the necessary tools and knowledge to effectively manage their wealth over time. The executive management team oversees the firm's asset management, emphasizing a personalized approach to wealth management.
Cantey Technology
Private Equity Round in 2021
Cantey Technology is an IT consulting firm that caters large school districts, medical practices, law firms, and everything in-between. Since founded in 2007, it has been determined to provide the best IT solutions and consulting in Charleston, the Southeast, and beyond.
Kaizen Collision Center
Private Equity Round in 2021
Kaizen Collision Center is a provider of collision repair services located in the Southwestern United States. The company specializes in a variety of services, including paint and body repair, auto glass repair, and fleet services. Additionally, Kaizen Collision Center has expertise in repairing electric vehicles, offering specialized services tailored to this growing market. The company also focuses on employee training and fostering relationships within the community, ensuring a commitment to quality service and customer satisfaction. By serving both individual customers and insurance partners, as well as fleet companies, Kaizen Collision Center positions itself as a versatile and reliable choice for collision repair needs.
GiGstreem
Series B in 2019
GiGstreem, LLC, founded in 2016 and based in Tysons, Virginia, is a broadband Internet service provider that caters to both residential and commercial customers. The company specializes in high-speed internet solutions, offering fiber and micro/fiber hybrid services designed to enhance connectivity for homes and businesses. In addition to standard internet access, GiGstreem provides a range of services, including business phone solutions, managed network services, and temporary event Wi-Fi for live streaming. By focusing on speed and customer support, GiGstreem aims to transform the high-speed internet landscape, meeting the diverse needs of its clients.
Terra Dotta
Venture Round in 2019
Terra Dotta, LLC is a developer of enterprise software solutions designed specifically for educational institutions. Founded in 2001 and headquartered in Chapel Hill, North Carolina, the company specializes in web-based enrollment, mobility, and risk management software that caters to higher education and K-12 sectors. Terra Dotta's platform is widely recognized as a leader in managing travel, study abroad, and international program operations, serving over 600 universities and colleges. Its solutions automate and streamline various aspects of global collegiate travel and international student programs, facilitating the optimization of enrollment processes and ensuring compliance and risk mitigation for international activities. The company’s offerings enhance operational efficiency for educational offices by simplifying data management and reporting tasks. Notable clients include the University of Arizona, Cornell University, and Texas Tech University.
Crosslink Professional Tax Solutions
Acquisition in 2018
Crosslink Professional Tax Solutions (CPTS) is a prominent provider of tax preparation software tailored for professional tax preparers. Headquartered in Tracy, California, with additional operations in Orlando, Florida, the company focuses on developing and marketing innovative tax software solutions that empower tax accountants to enhance their businesses. By offering efficient tools designed specifically for the tax preparation market, CPTS enables its clients to optimize their operations and expand their revenue opportunities.