Long Ridge Equity Partners

Pacific Crest Services is an insurance company located in Eagle, Idaho, established in 2003. The company specializes in supporting insurance agents by offering comprehensive assistance in business operations, training, development, and strategic planning. By providing a structured path for agents, Pacific Crest Services enables them to start, build, and grow their independent insurance agencies effectively. The firm is dedicated to fostering the growth of its clients' practices through tailored support and resources.

Ripjar Limited is a data intelligence platform company based in Cheltenham, United Kingdom, with additional operations in London. Founded in 2012 by former members of the UK’s Government Communications Headquarters, the company specializes in providing advanced data and analytics solutions aimed at helping organizations manage evolving risks. Ripjar's platform leverages natural language processing, machine learning, and visual analytics to analyze unstructured data and detect patterns and anomalies. Its offerings span various sectors, including defense, cybersecurity, legal intelligence, reputation management, customer intelligence, and risk and compliance. By utilizing automation, artificial intelligence, and data visualization, Ripjar addresses complex challenges in real-time threat intelligence, anti-money laundering, and insider threats, enabling enterprises to safeguard their growth and value effectively.

QX Global Group is a global consulting and business process management (BPM) services company that specializes in facilitating business transformation for organizations across various industries. With a workforce of over 3,250 professionals located in 12 countries, including six delivery centers in India and Mexico, the company focuses on optimizing operations in finance, accounting, and recruitment. QX Global Group combines specialized skills, deep industry knowledge, and advanced technologies to deliver innovative outsourcing solutions. Its mission, "Enabling Transformation," reflects the company's commitment to driving positive change and helping clients achieve measurable outcomes, such as enhanced profitability, efficiency, and competitiveness. By offering tailored services through offshore, onshore, and hybrid delivery models, QX Global Group effectively addresses the unique challenges faced by each client.

Proof Technology is a legal technology company that facilitates seamless connections between law firms and independent process servers across the United States. Founded in 2017 and headquartered in Denver, Colorado, Proof allows law firms to submit electronic service requests 24/7 and receive real-time updates on service progress. The company's innovative platform utilizes machine learning to analyze court documents, automatically extracting essential case information and providing mapped verification of service attempts. In addition to process serving, Proof offers a range of legal support services, including eFiling, skip tracing, and notarization, ensuring that legal practitioners benefit from an efficient and transparent service experience.

RFG Advisory is an RIA firm that furnishes an integrated platform to support and enable advisors to sustain themselves in the business.

Oritain Global Limited, founded in 2007 and headquartered in Dunedin, New Zealand, specializes in product and supply chain testing and traceability services. The company employs forensic science-based technology to determine the provenance of food, fiber, and pharmaceuticals. By analyzing the unique chemical attributes within products, Oritain enables customers to verify the claimed origins of their goods. This capability is vital for protecting the reputations of businesses by identifying and mitigating risks associated with the food supply chain. As a global leader in product verification, Oritain plays a crucial role in enhancing product integrity and promoting transparency in sourcing.

MessageGears is an enterprise-focused company that specializes in developing and integrating email marketing solutions for marketers and large enterprises. Based in Atlanta, Georgia, MessageGears was founded in 2010. The company's flagship product, Engage, simplifies data access and usage for personalized messaging. It allows marketers to manage triggered and transactional email programs, as well as modify, test, and deploy changes to messages. MessageGears utilizes a hybrid technology that combines the security of on-premises software with the scalability of the cloud. The platform enables real-time interactions across various channels by directly connecting to modern data warehouses, leveraging existing data investments without needing to move or store information within their system. This approach ensures personalized and relevant messaging, making it a scalable solution for large-scale senders.

Acqueon Technologies Inc. is a software development company based in Princeton, New Jersey, specializing in contact center and customer interaction management solutions. Founded in 2005, the company offers a conversational engagement platform that enhances customer engagement across various channels, enabling businesses to improve their revenue production and recovery. Acqueon's software consolidates contact center and business analytics, facilitating operational expense management, transaction handling, and contact load balancing. By leveraging intelligence across communication channels, Acqueon aids sales, marketing, and service organizations in optimizing their interactions, thereby effectively improving sales and collections while addressing customer retention challenges. The company has established partnerships with major technology providers, including Avaya, Cisco, Microsoft, Voxeo, and Dialogic.

Treez, Inc. is a company that develops an enterprise cloud commerce platform tailored for the cannabis market, focusing on retail management solutions for medical marijuana dispensaries in the United States. Established in 2016 and based in Oakland, California, Treez offers a comprehensive suite of software services designed to streamline operations across the cannabis supply chain. Its platform includes point of sale systems, dispensary inventory management, and omnichannel sales capabilities, all while ensuring regulatory compliance for every transaction. Additionally, Treez connects brands with retailers through a centralized catalog, providing real-time market insights. The platform is designed for integration with various third-party solutions, enhancing retailers' abilities to adapt to industry changes and optimize their business performance.

True is a software company that specializes in providing automation services tailored for the financial services and tax preparation sectors. By generating precise data, True enhances automation across various stages of the lending process. This capability allows lending institutions to manage loans more efficiently, significantly reduce expenses and risks, and improve the overall customer experience.

AuthenticID LLC is a company based in Atlanta, Georgia, specializing in cloud-based identity proofing and document authentication solutions. Founded in 2012, AuthenticID offers a suite of products including catfishID, an automated forensic document authentication solution; complyID, a due diligence tool; PictureID, an identity proofing service; and formID, which aids in forms identification. The company's solutions utilize advanced computer vision and machine learning algorithms to provide automated identity verification and fraud detection across various industries, such as telecommunications, banking, fintech, and healthcare. These offerings are designed to enhance user onboarding and ongoing re-authentication processes while ensuring compliance with global privacy regulations. By helping organizations minimize fraud losses, increase customer conversion rates, and reduce operational costs, AuthenticID empowers businesses to scale efficiently and securely.

Drawbridge Partners is a distinguished cybersecurity software and services firm that focuses on the unique requirements of hedge fund and private equity managers. It offers specialized solutions designed for the alternative investment industry, enabling clients to navigate complex regulatory and threat landscapes. The company's platform aids in managing governance, risk, and compliance, while addressing sophisticated cyber threats, thereby enhancing clients' cybersecurity programs. Through its services, Drawbridge Partners aims to improve clients' risk postures and ensure they meet operational due diligence requirements effectively.

Provana is a specialized provider of knowledge process outsourcing (KPO) services, primarily serving the accounts receivable management industry. The company combines human expertise with advanced technology to deliver efficient, compliant, and growth-focused solutions. Provana's core offerings include business process management, compliance management, and performance analytics, facilitated through a cloud-based software platform. This platform enables clients to document and maintain policies, track employee training, and gain actionable business insights. By providing agile global staffing solutions, Provana helps clients achieve significant cost savings, typically of 35% or more. The company is committed to innovation, excellence, and building trust through superior performance.

Ripjar Limited is a data intelligence platform company based in Cheltenham, United Kingdom, with additional operations in London. Founded in 2012 by former members of the UK’s Government Communications Headquarters, the company specializes in providing advanced data and analytics solutions aimed at helping organizations manage evolving risks. Ripjar's platform leverages natural language processing, machine learning, and visual analytics to analyze unstructured data and detect patterns and anomalies. Its offerings span various sectors, including defense, cybersecurity, legal intelligence, reputation management, customer intelligence, and risk and compliance. By utilizing automation, artificial intelligence, and data visualization, Ripjar addresses complex challenges in real-time threat intelligence, anti-money laundering, and insider threats, enabling enterprises to safeguard their growth and value effectively.

National Credit Care, LLC is a credit solutions provider based in Westminster, Colorado, established in 2005. The company specializes in credit restoration and counseling services across the United States. Its offerings include comprehensive credit report analysis and consultation, direct communication with creditors, and error correction and removal. National Credit Care also assists clients with identity theft cleanup and fraud resolution. By focusing on these areas, the company aims to help individuals address and resolve various credit-related issues, thereby enabling them to restore and improve their credit profiles.

NinjaTrader, LLC is a company that develops and sells trading software and market data services tailored for traders in stocks, futures, and forex. Founded in 2003 and headquartered in Denver, Colorado, with additional offices in Germany and the Netherlands, NinjaTrader offers a comprehensive platform that includes advanced charting, market analysis, and automated trading solutions. The software facilitates trade execution, access to market data, and custom strategy development through its API, catering to both individual traders and professionals. Additionally, NinjaTrader provides brokerage services that encompass order execution and market connectivity, enhancing the trading experience for active participants in the financial markets.

TradAir Ltd. is a provider of front office optimization solutions tailored for financial institutions, enhancing their trading capabilities and client engagement. Founded in 2010 and headquartered in London, with additional offices in New York and Tel Aviv, the company develops a comprehensive suite of products that includes tools for price generation, dynamic distribution, and trading optimization. TradAir's offerings include a Rate Engine, which employs flexible algorithms to mitigate risk while expanding market access, and a White Label platform that facilitates price access for users. The company also specializes in Forex trading software, enabling banks and brokers to engage effectively in foreign exchange markets. Its HTML5-based trading platform supports institutional trading and market making, empowering clients to improve customer experiences and establish new revenue streams.

Neighborhoods.com is a Chicago-based online real estate resource founded in 2015. The company operates as a full-service brokerage, assisting clients in locating both suitable homes and ideal neighborhoods. Its websites feature up-to-date home sale listings across the United States, along with comprehensive community descriptions, photos, and independent reviews. Additionally, Neighborhoods.com connects prospective homebuyers with a network of carefully selected agents, ensuring they receive expertise from knowledgeable professionals in their respective areas.

Avetta, LLC is a software company specializing in supply chain risk management through its SaaS platform designed for managing suppliers, contractors, and vendors. The company offers a suite of solutions, including PICS Organizer for collecting and analyzing contractor information, DocuGUARD for verifying contractor forms, and InsureGUARD for reviewing insurance certificates. Additionally, Avetta provides AuditGUARD for various auditing solutions and EmployeeGUARD for assessments at the employee level. The Enterprise Organizer enhances communication and contractor management, while GUARDBuilder allows customization of contractor information tracking. Serving a diverse range of industries such as oil and gas, pharmaceuticals, and construction, Avetta connects organizations with qualified suppliers to promote safety and sustainability. Founded in 2003 and based in Orem, Utah, Avetta operates additional offices worldwide, reflecting its commitment to global service and innovation in contractor management. The company was formerly known as PICS Auditing, LLC until its rebranding in 2016.

ProcessUnity, Inc. is a privately-held company based in Concord, Massachusetts, specializing in on-demand risk management software solutions for enterprises of all sizes across various industries. Established in 2003, the company offers a comprehensive suite of cloud-based applications aimed at automating governance, risk, and compliance (GRC) processes. Its solutions include third-party risk management, policy and procedure management, and compliance management, all designed to enhance organizational visibility and control in assessing, measuring, and mitigating risks. By replacing traditional tools like spreadsheets with streamlined, standardized processes, ProcessUnity enables organizations to effectively manage policy lifecycles, regulatory compliance, and operational controls. The company also provides implementation, customer support, training, and professional services, ensuring responsiveness and a low total cost of ownership for its clients.

SALI Fund Services, LLC, established in 2002 and headquartered in Austin, Texas, specializes in the creation and administration of Insurance-Dedicated Funds (IDFs). The company offers turn-key solutions that cater to a diverse clientele, which includes numerous prominent life insurance companies. SALI facilitates investment managers in developing tax-compliant IDFs that can be integrated with Private Placement Variable Annuity and Private Placement Life Insurance investment platforms. In addition to fund creation, SALI provides ongoing administrative services for over 100 IDFs across more than 30 major life insurance companies, serving both onshore and offshore markets. Through these offerings, SALI Fund Services exemplifies its commitment to delivering comprehensive support to asset managers ranging from small hedge funds to large wealth management institutions.

Ametros Financial is a provider of cost containment and post-settlement medical administration services focused on the healthcare sector. Acting as a neutral intermediary, the company collaborates with injured individuals, insurers, employers, attorneys, and Medicare to streamline the settlement process. Ametros offers a range of financial and medical management tools designed to assist settlement recipients and self-pay individuals. Their services include automated payment technology, integrated medical administration solutions, and access to significant discounts on pharmaceuticals. By simplifying the complexities of the healthcare system, Ametros aims to enhance the overall experience for all parties involved in settlements, ultimately helping clients save time and reduce ongoing medical expenses.

Broadway Technology, founded in 2003, is a developer of financial trading software that specializes in creating intelligent trading systems for leading financial institutions. With a workforce of over 100 employees and offices in New York, Austin, London, and Waterloo, the company is led by industry-recognized innovators with advanced degrees in computer science and engineering. Broadway's platform offers open, flexible, and automated trading operations tailored to the needs of premier global banks, proprietary trading groups, and hedge funds. By combining next-generation financial technology applications with a unifying infrastructure, Broadway enables its clients to effectively adapt to dynamic competitive and regulatory environments.

Carson Wealth Management Group is a privately owned financial services firm based in Omaha, Nebraska, with additional offices across several states, including Texas, Iowa, and Florida. The firm specializes in providing investment management and wealth planning solutions primarily for high net worth individuals, affluent families, business owners, and institutions. Since its establishment in 1983, Carson Wealth has focused on delivering client-centered financial services, managing separate equity and fixed-income portfolios tailored to individual client needs. The firm employs a combination of technical and fundamental analysis, utilizing both in-house and external research to inform its investment strategies across public equity, fixed markets, and alternative investments.

EQIS Holding, Inc., based in San Rafael, California, operates through its subsidiary, Eqis Capital Management Inc., to deliver wealth management consultancy services. The firm offers a comprehensive asset management platform that provides sophisticated investment solutions, enabling financial advisors to streamline their investment processes. EQIS's services include consulting in asset management, client acquisition, and administrative outsourcing, alongside compliance support for money managers and registered investment advisors. The company also provides individual and institutional clients access to investment strategies typically reserved for high net worth individuals and institutions. Founded in 2007 and incorporated in 2008, EQIS focuses on investments in public equity and fixed income markets, as well as launching equity mutual funds for its clients.

TradAir Ltd. is a provider of front office optimization solutions tailored for financial institutions, enhancing their trading capabilities and client engagement. Founded in 2010 and headquartered in London, with additional offices in New York and Tel Aviv, the company develops a comprehensive suite of products that includes tools for price generation, dynamic distribution, and trading optimization. TradAir's offerings include a Rate Engine, which employs flexible algorithms to mitigate risk while expanding market access, and a White Label platform that facilitates price access for users. The company also specializes in Forex trading software, enabling banks and brokers to engage effectively in foreign exchange markets. Its HTML5-based trading platform supports institutional trading and market making, empowering clients to improve customer experiences and establish new revenue streams.

Portware LLC is a developer of automated trading solutions for global markets, including equities, futures, options, and foreign exchange. Founded in 2000 and headquartered in New York, the company also has offices in London, Hong Kong, and Hyderabad. Portware specializes in broker-neutral technology, offering a range of products designed to enhance trading efficiencies across various asset classes. Its flagship product, Portware Enterprise, is a fully customizable trade management and execution system that supports a variety of trading strategies, such as single stock, portfolio, and algorithmic trading. In addition, Portware provides the Portware Strategy Server, an algorithmic engine for managing high-volume automated orders, and Portware FX, which delivers a comprehensive view of the foreign exchange market through a single trading interface. The firm has successfully partnered with over 130 financial institutions globally, including investment managers and brokerage firms, to streamline workflow and bolster operational efficiency. As of October 2015, Portware operates as a subsidiary of FactSet Research Systems Inc.

BlueTarp Financial is a B2B credit management company based in Portland, Maine, that has been operating since 1998. The company serves over 2,000 suppliers by providing upfront payment for sales, thereby mitigating credit risk and enabling suppliers to focus on business growth. BlueTarp offers customizable programs, allowing suppliers to either manage customer interactions themselves or opt for a full-service model where BlueTarp oversees customer service and collections. The company facilitates sales growth by providing options for credit lines up to $1 million and terms of up to 90 days, alongside a loyalty rewards program. Additionally, its SmartView™ online tools offer suppliers transparency into customer buying and payment activities, enhancing the purchase-to-payment lifecycle and improving overall cash flow and risk management.

Browz, LLC, founded in 2001 and based in Draper, Utah, specializes in supplier qualification and management solutions, particularly through its software-as-a-service (SaaS) offerings. The company's product suite includes SURE Qualify for assessing risks in various supply chain areas such as financial stability and corporate social responsibility, SURE Workforce for managing employee qualifications and documentation, and SURE Audit for verifying compliance with health and safety regulations. Additionally, Browz offers Ready Source, a web-based prequalification portal that allows suppliers to submit relevant business information for evaluation. Serving over seventeen industries—including utilities, oil and gas, manufacturing, and food and beverage—Browz collaborates with major organizations to enhance supply chain transparency, mitigate risks, and support informed vendor selection. As a subsidiary of Avetta, LLC, Browz leverages its expertise to help clients improve communication, reduce costs, and enhance safety within their supply chains.

Stonegate Mortgage Corporation is a non-bank mortgage company based in Indianapolis, Indiana, specializing in the origination, financing, and servicing of residential mortgage loans across the United States. Established in 2005, the company operates through three primary segments: Originations, Servicing, and Financing. The Originations segment focuses on originating and selling a diverse range of mortgage products, including government and prime loans, through various channels such as correspondent, wholesale, and retail. The Servicing segment is responsible for loan administration, including payment collection, customer support, and managing delinquent accounts. Additionally, the Financing segment offers warehouse financing services to correspondent customers. Stonegate Mortgage has shown significant growth, having originated over $1.8 billion in residential mortgages since 2008 and currently managing a servicing portfolio valued at $1 billion. The company operates in 20 states and maintains retail offices in four regional markets: Indianapolis, Columbus, Louisville, and Overland Park.

Structured Portfolio Management, LLC is a fixed income investment firm based in Stamford, Connecticut, specializing in U.S. residential mortgage-backed securities, rates, volatility, and credit. Founded in 1997, the company manages over $2 billion in assets and employs a team of more than 35 professionals, including 11 investment team members and seven Ph.D. holders. SPM focuses on harvesting risk premiums associated with modeling, hedging, and maintaining portfolios that encompass mortgage and alternative fixed income risks. The firm aims to deliver low volatility and low correlation to major market indices, striving for long-term capital appreciation and favorable risk-adjusted returns for its clients. As an SEC-registered investment adviser, SPM is committed to providing expert asset management services in the fixed income sector.

FXCM Inc. is a holding company that primarily operates through its subsidiary, FXCM Holdings, LLC, which includes Forex Capital Markets Limited. The company specializes in providing online foreign exchange (FX) trading and related services to both retail and institutional clients across the globe. FXCM offers a variety of trading options, including spot FX trading, contracts for metals, fixed income, energy, and stock indices. In addition to these services, FXCM provides spread betting and engages in hedge trading within its electronic market-making activities. The company also offers trading tools, data resources, and educational courses to enhance the trading experience for its clients. FXCM generates revenue through its trading facilities, contributing to its position in the online brokerage sector.

Currenex is a prominent technology provider in the foreign exchange (FX) market, specializing in high-performance trading solutions. The company operates an online trading platform that facilitates foreign currency transactions by connecting a broad network of global banks to an electronic trading environment. This platform offers a real-time foreign exchange marketplace, enabling traders to access deep pools of liquidity for both anonymous and disclosed trade execution. Currenex's technology is designed to enhance the efficiency and effectiveness of trading in Forex, precious metals, and various financial instruments, making it a key player in the FX community.

Liquidnet is a global technology platform founded in 1999 that connects institutional investors managing over $33 trillion in assets. It facilitates trading and investment opportunities across 46 markets on six continents, linking over 1,000 institutions including brokers, banks, exchanges, and data providers. Liquidnet enables anonymous block trades, enhancing market efficiency and providing actionable intelligence to its clients.