Marlin Heritage

Marlin Equity Partners, established in 2005, is a global private equity firm headquartered in Hermosa Beach, California, with an additional office in London, UK. The company specializes in providing tailored solutions to corporate parents, shareholders, and other stakeholders, focusing on businesses undergoing operational, financial, or market-driven changes. Marlin Equity Partners invests in a broad range of sectors, including software, technology, healthcare, services, and industrial technology, with a particular emphasis on the software sector. The firm typically invests between $30 million to $160 million in companies with revenues between $10 million and $2000 million and EBITDA ranging from $8 million to $25 million. Marlin Equity Partners seeks to hold a board seat in all its portfolio companies to actively support their growth and value creation.

Max Becker

Vice President

Alex Beregovsky

Managing Director and Member of the Flagship Fund Investment Committee

Konstantin von Bismarck

Principal

Max Bissegger

Principal

Daniel Broadhurst

COO, Europe

Peter Chung

Managing Director and Member of Flagship Fund Investment Committee

Chris Clasper

Principal

Daniel Cole

Principal

Robert Culp

Principal

George Doran

Vice President

David Feiner

Principal

Jan-Olivier Fillols

Managing Director

Paul Gaillard

Vice President

Marlo Goldstein

Principal

Joe Hara

Vice President

Bill Hurley

Principal

Nick Kaiser

Co-Founder, Senior Managing Director and Member of Executive and Investment Committees

Jason Kwon

Principal

Ryan Laurin

Managing Director

Aaron Lewis

Vice President

Walter Mair

Principal

Natasha Mann

Principal

Wolfgang Mayrhofer

Principal

David McGovern

Founder, Chairman and CEO

Jeremy Nakache

Principal

Hemal Patel

Managing Director

Ranieri Paternò

Vice President

Roland Pezzutto

Managing Director

Nathan Pingelton

Managing Director and Flagship Fund Investment Committee Member

Kieran Rafter

Principal

Grant Schachter

Principal

Evan Smith

Managing Director

Peter Spasov

Senior Managing Director

Doug Swift

Vice President

Michael Wilkinson

Managing Director

Bryan Yasukochi

Principal

Jeremy Nakache

Managing Director

127 past transactions

Didomi

Private Equity Round in 2025
Didomi is a consent and preference management platform that assists brands and businesses in collecting, storing, and utilizing customer consents in compliance with privacy regulations. Established in 2017 and located in Issy-les-Moulineaux, France, Didomi offers a cloud-based suite of tools that includes automated scanning and auditing of websites and applications, privacy compliance assessments, and the generation of privacy and cookie policies. Its solutions, which comprise banners, notices, pop-ups, and forms, facilitate consent collection across various channels, including web, mobile, and offline. By providing a dedicated space for managing consents and preferences, Didomi enables organizations of all sizes to enhance consumer trust while adhering to privacy requirements.

Didomi

Acquisition in 2025
Didomi is a consent and preference management platform that assists brands and businesses in collecting, storing, and utilizing customer consents in compliance with privacy regulations. Established in 2017 and located in Issy-les-Moulineaux, France, Didomi offers a cloud-based suite of tools that includes automated scanning and auditing of websites and applications, privacy compliance assessments, and the generation of privacy and cookie policies. Its solutions, which comprise banners, notices, pop-ups, and forms, facilitate consent collection across various channels, including web, mobile, and offline. By providing a dedicated space for managing consents and preferences, Didomi enables organizations of all sizes to enhance consumer trust while adhering to privacy requirements.

Napier

Acquisition in 2025
Napier is a developer of compliance software focused on detecting suspicious activities and ensuring anti-money laundering (AML) compliance. The company offers an intelligent compliance platform that integrates big data technologies with artificial intelligence and machine learning to enhance efficiency and mitigate financial and reputational risks. Napier's software includes features such as transaction monitoring, transaction screening, client screening, and client activity reviews, allowing users to address compliance obligations effectively. The platform is designed to be fast, scalable, and user-friendly, enabling organizations across various sectors to strengthen their AML defenses and trade compliance capabilities while focusing on specific outcomes.

Baxter Planning

Private Equity Round in 2024
Baxter Planning Systems, Inc. is an enterprise software company based in Austin, Texas, specializing in planning and logistical solutions for the after-market, service, repair, and spare parts industries. Founded in 1993, the company has pioneered Web-based inventory planning solutions tailored to the unique demands of complex, global supply chains, particularly in sectors such as telecommunications, energy, and healthcare. Its flagship software, Prophet, is a suite of integrated applications that enables clients to optimize inventory levels, forecast demand, and enhance overall service levels while controlling costs. In addition to its software offerings, Baxter provides a range of services, including logistics network analysis tools, inventory planning consultation, and on-demand service part logistics modeling. These solutions aim to help businesses reduce inventory and transportation costs, improve customer satisfaction, and streamline supply chain operations. Baxter Planning's products are marketed through a direct sales force, ensuring personalized support for its clients.

Baxter Planning

Acquisition in 2024
Baxter Planning Systems, Inc. is an enterprise software company based in Austin, Texas, specializing in planning and logistical solutions for the after-market, service, repair, and spare parts industries. Founded in 1993, the company has pioneered Web-based inventory planning solutions tailored to the unique demands of complex, global supply chains, particularly in sectors such as telecommunications, energy, and healthcare. Its flagship software, Prophet, is a suite of integrated applications that enables clients to optimize inventory levels, forecast demand, and enhance overall service levels while controlling costs. In addition to its software offerings, Baxter provides a range of services, including logistics network analysis tools, inventory planning consultation, and on-demand service part logistics modeling. These solutions aim to help businesses reduce inventory and transportation costs, improve customer satisfaction, and streamline supply chain operations. Baxter Planning's products are marketed through a direct sales force, ensuring personalized support for its clients.

Treasury Intelligence Solutions

Acquisition in 2024
Treasury Intelligence Solutions GmbH is a software provider based in Walldorf, Germany, specializing in smart payments solutions for medium-sized and large enterprises. Founded in 2010, the company offers a Software-as-a-Service platform that enhances the management of corporate payments, liquidity, and bank relationships on a global scale. Its flagship product, the Bank Transaction Manager, is a web-based, multi-bank-capable platform that integrates with SAP to streamline payment processes, ensuring efficiency, transparency, and security. Additional offerings include the Bank Account Manager, which serves as a central repository for managing global bank accounts, and the Bank Fee Manager, designed to control bank charges and analyze banking relationships. Treasury Intelligence Solutions has established a strategic alliance with Cashforce and is recognized for empowering CFOs and finance teams to optimize cash flow and payment functions through enhanced connectivity with banking systems and improved compliance measures. The company supports a vast network of banking options and manages significant daily cash volumes, fostering digital transformation across various industries.

Trafix

Private Equity Round in 2023
Trafix is a fintech company specializing in global trading software and connectivity solutions for the financial services industry. It offers broker-neutral technology tailored to address functional and regulatory requirements, leveraging advancements in software development and enterprise architecture to tackle contemporary trading challenges. The company enables clients to obtain customized financial software and applications that meet their specific business needs.

LineLeader

Acquisition in 2023
LineLeader is a childcare solution that combines marketing automation, parent engagement app, and CMS into one platform.

Tennaxia

Acquisition in 2023
Tennaxia SA is a company based in Laval, France, that specializes in software development and consulting services aimed at enhancing sustainable performance for businesses. Founded in 2001, Tennaxia offers a range of cloud-based software solutions focused on environmental, health, and safety (EHS) regulatory compliance, greenhouse gas reporting, and sustainability reporting for corporate social responsibility (CSR). The company assists clients in generating internal and supplier sustainability reports, managing regulatory compliance, and evaluating performance, thus enabling them to improve their CSR initiatives and mitigate risks. With over 10,000 customer sites across more than 70 countries, Tennaxia serves a diverse clientele, including small to medium enterprises and large industrial conglomerates.

OpenAsset

Private Equity Round in 2023
OpenAsset is a rapidly growing B2B SaaS company that specializes in digital asset management (DAM) for the architecture, engineering, construction, and real estate sectors. Founded in London in 2004, the company has expanded to include an office in New York to better serve its North American clientele. OpenAsset's cloud-based platform enables over 700 companies to efficiently manage high-quality marketing digital assets, including images, videos, and documents, related to projects, properties, and personnel. Its features include design integration, image curation, project-based tagging, batch editing, and document creation, all aimed at streamlining the management process and enhancing marketing productivity. OpenAsset's mission is to inspire visualization of the built world, ultimately helping its clients acquire new business opportunities.

Cloud Technology Solutions

Acquisition in 2023
Cloud Technology Solutions, established in 2008, is a leading global cloud service provider specializing in Google Apps. They assist enterprises, educational institutions, and government agencies in migrating from legacy systems to the Google Apps cloud, with a focus on messaging, collaboration, and custom web and mobile development. With over 1,000,000 users transitioned, they offer comprehensive services including cloud strategy definition, deployment, integration, and ongoing support. Their expertise extends beyond migration, helping clients leverage Google technologies to drive innovation, data-driven decisions, and cultural transformation.

Altvia Solutions

Acquisition in 2022
Altvia Solutions, LLC, established in 2004, specializes in developing software solutions tailored to the private capital markets. Its flagship product, Altvia, offers a comprehensive suite of services including contact and data management, data analytics and business intelligence, deal flow management, investor relations, and front-to-back office solutions. Altvia's platform facilitates improved communication and relationships between general partners (GPs), limited partners (LPs), and portfolio companies. Serving a diverse range of clients such as private equity firms, venture capitalists, real estate investors, fund managers, institutional investors, and family offices, Altvia is headquartered in Broomfield, Colorado.

Marcura

Private Equity Round in 2022
Marcura is a company focused on the maritime industry, specializing in the development of software solutions that streamline various aspects of maritime operations. With eight innovative platforms, Marcura provides tools for voyage optimization, port cost management, supplier vetting, procurement management, and maritime payment processing. These solutions are designed to enhance operational efficiency for clients, addressing the complexities of the maritime market through digital transformation.

Reputation

Private Equity Round in 2022
Reputation is a company that specializes in online reputation management, providing location-based businesses with tools to enhance their brand image through effective engagement with consumer feedback. The platform streamlines the management of online and local reputation by offering services that include business listings, local search optimization, reviews, social media management, and customer surveys. By aggregating location-specific data, Reputation delivers actionable insights and a proprietary metric known as the Reputation Score, which assists executives and board members in making informed, data-driven decisions to improve both reputation and revenue. The company also addresses online defamation by mitigating negative content from news articles, forums, and review sites, enabling businesses to regain control over their most valuable asset: their reputation.

Silobreaker

Acquisition in 2022
Silobreaker is a developer of an intelligence platform designed to help business, security, and intelligence professionals navigate the vast amounts of data available online. The platform aggregates information from a wide array of open sources, including news articles, blogs, forums, feeds, and social media, and processes this data to provide meaningful insights. By offering powerful tools and visualizations, Silobreaker enables users to efficiently monitor and research various topics, such as companies, industries, threats, and geopolitical developments. This functionality allows clients to save time and enhance their decision-making processes by simplifying the examination of large datasets and facilitating the interpretation of contextually relevant information.

CE Broker

Private Equity Round in 2022
CE Broker is a company that specializes in developing continuing education management and license verification software tailored for the healthcare sector. Its platform offers tools for tracking compliance progress, managing posted continuing education courses, and generating reports. Additionally, CE Broker provides access to compliance transcripts and course completion information, which assists clients in streamlining and automating their compliance processes. This functionality helps to reduce administrative burdens and costs, making it easier for healthcare professionals to meet their continuing education requirements.

ImagineSoftware

Secondary Market in 2021
ImagineSoftware, operating under Technology Partners, Inc., specializes in practice management applications and revenue cycle management solutions. The company offers a SaaS-based platform that enhances billing automation and streamlines the collections workflow for healthcare organizations. By leveraging advanced technology and analytics, ImagineSoftware enables clients to automate routine tasks, simplify workflows, and gain greater control over their revenue cycles. Its focus on data integrity and high-quality standards contributes to improved efficiency and increased cash flow for medical billing offices, practices, and hospitals. Through innovative development and intelligent automation, ImagineSoftware aims to help its clients achieve optimal performance and measurable results in their financial operations.

Pentana

Acquisition in 2021
Pentana Compliance is a software provider specializing in internal audit, compliance, and risk management solutions. The company's offerings are designed to help regulated businesses effectively manage risks and ensure compliance with industry standards. By leveraging advanced technology, Pentana enables audit teams to gain visibility into current and emerging risks across the organization, facilitating informed decision-making that aligns business strategy with operational performance. The software supports various functions, including performing risk assessments, managing audits, tracking issues, and delivering comprehensive reports, thereby addressing the challenges firms face under the Certification Regime. Pentana's solutions aim to enhance organizational governance and operational efficiency while promoting transparency and stakeholder engagement.

Linnworks

Private Equity Round in 2021
Linnworks is a software-as-a-service (SaaS) commerce platform designed to help brands optimize their sales across multiple channels. The company's platform enables brands and retailers to manage omnichannel inventory, product listings, orders, and fulfillment from a single dashboard. This ensures that all business systems are seamlessly connected, giving brands control over their operations and helping them grow revenues by reaching customers wherever they are.

Linnworks

Acquisition in 2021
Linnworks is a software-as-a-service (SaaS) commerce platform designed to help brands optimize their sales across multiple channels. The company's platform enables brands and retailers to manage omnichannel inventory, product listings, orders, and fulfillment from a single dashboard. This ensures that all business systems are seamlessly connected, giving brands control over their operations and helping them grow revenues by reaching customers wherever they are.

ProcessUnity

Private Equity Round in 2021
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.

Dozuki

Private Equity Round in 2021
Dozuki is a software company based in San Luis Obispo, California, specializing in standard work instruction platforms. Its primary business involves empowering manufacturers worldwide, including prominent corporations like Coca-Cola and Caterpillar, by distributing approved procedures across teams and locations instantly. This facilitates continuous improvement efforts and enhances training effectiveness through electronic documentation.

Rydoo

Acquisition in 2021
Rydoo is a technology-based company that specializes in travel and expense management solutions for businesses and their employees globally. Based in Warsaw, Poland, Rydoo offers a single platform with integrated modules that streamline the entire travel and expense process, covering all stages from planning to post-trip reporting. Its expense management features enable users to capture, track, and store receipts while generating and submitting expense reports through various channels, including mobile and web applications. Additionally, Rydoo's travel management services provide users with access to a range of tools and resources, enhancing the overall travel experience. By simplifying these processes, Rydoo aims to improve efficiency and compliance, allowing businesses to save time and resources while empowering employees to manage their expenses effectively.

Learning Pool

Acquisition in 2021
Learning Pool is a comprehensive e-learning provider based in the United Kingdom, specializing in online learning and organizational training services. The company delivers a range of offerings, including tailored content creation, learning management systems, and talent management solutions, aimed at enhancing the learning experience for clients and businesses worldwide. Supported by a skilled team of professionals, Learning Pool focuses on developing engaging and effective learning content and technology solutions. Since its inception, the company has experienced significant growth, expanding its workforce from 80 to over 260 employees through strategic acquisitions. Learning Pool has also garnered over 40 industry awards in the past year, reflecting its commitment to excellence and innovation in the e-learning sector.

iBanFirst

Acquisition in 2021
iBanFirst, established in 2012 and headquartered in Brussels, Belgium, specializes in international money transfers and foreign exchange payments. With offices in Paris, Dijon, and Antwerp, the company caters to small and medium-sized enterprises (SMEs) worldwide, offering a user-friendly online platform for multicurrency transactions. iBanFirst provides real-time, competitive exchange rates, currency market alerts, and streamlined accounting, enabling clients to pay beneficiaries in their local currencies securely and efficiently.

iBanFirst

Private Equity Round in 2021
iBanFirst, established in 2012 and headquartered in Brussels, Belgium, specializes in international money transfers and foreign exchange payments. With offices in Paris, Dijon, and Antwerp, the company caters to small and medium-sized enterprises (SMEs) worldwide, offering a user-friendly online platform for multicurrency transactions. iBanFirst provides real-time, competitive exchange rates, currency market alerts, and streamlined accounting, enabling clients to pay beneficiaries in their local currencies securely and efficiently.

Exegy

Private Equity Round in 2021
Exegy, Inc. is a technology and managed services provider that specializes in the normalization and distribution of real-time market data for elite firms in the financial services sector. Founded in 2003 and headquartered in St. Louis, Missouri, with additional offices in London, New York, and Hong Kong, Exegy offers a range of solutions including the Exegy Trading Application Platform, which allows for low-latency market data consumption and application testing on standard hardware. The company also provides the Exegy Ticker Plant, a hardware-accelerated appliance designed for cross-market arbitrage and smart order routing, and the Exegy Market Data System for enterprise-wide distribution of market data. Additionally, Exegy Data Tone democratizes access to its hardware-accelerated technology and managed services. Its offerings cater to a diverse clientele, including principal traders, agency brokers, hedge funds, and asset managers, enabling them to leverage accurate market data for automated trading strategies and compliance.

ABBYY

Venture Round in 2021
ABBYY is a global company that specializes in artificial intelligence software, document recognition, and information technology services. The company focuses on developing technologies for document conversion, data capture, and linguistic solutions. Its recognition products enable users to efficiently manage and extract information from paper and images, automating data acquisition and processing. This results in significant cost and effort savings, allowing organizations to access information in more effective ways. Additionally, ABBYY's linguistic technologies facilitate clearer communication by breaking down language barriers. The company's services cater to various industries, including financial services, insurance, transportation, healthcare, government, and legal sectors, by offering solutions such as process intelligence, enterprise automation, and robotic process automation.

Lengow

Acquisition in 2021
Lengow, established in 2009 and headquartered in Nantes, France, is a global e-commerce automation SaaS provider. It assists brands and distributors by centralizing, optimizing, and tracking the distribution of their product catalogs across diverse online channels like marketplaces, comparison shopping engines, and affiliate networks. With operations spanning over 40 countries and supporting more than 3,800 sites, Lengow's platform enhances product visibility and automates business activities, thereby boosting online sales for its clients.

TaxSlayer

Private Equity Round in 2021
TaxSlayer is a company that originated from a family-owned business with over five decades of experience in tax preparation. It offers online tax preparation software for electronic filing of both federal and state tax returns. The company's platform serves individual consumers, business owners, and tax professionals, providing proprietary software solutions accessible via desktop, mobile, and online platforms. TaxSlayer aims to deliver high-quality software and reliable technical support, ensuring that users can complete their tax returns quickly, accurately, and with minimal effort. Since 1998, the company's software has been used to process millions of tax returns.

StarCompliance

Acquisition in 2020
StarCompliance, Inc. is a provider of web-based regulatory compliance software solutions tailored for the financial services industry. The company's platform is designed to manage and mitigate employee conflicts of interest, ensuring compliance with global regulations such as SEC, FINRA, and MiFID. StarCompliance offers a comprehensive suite of modules that facilitate various compliance functions, including personal trading, insider trading analysis, gifts and entertainment requests, political activity oversight, and disclosure of outside business activities. The software also includes tools for document management and reporting, enabling firms to create detailed compliance performance reports. Headquartered in Rockville, Maryland, with additional offices in the United Kingdom and New York, StarCompliance has been in operation since 2000 and is committed to adapting its solutions to the evolving regulatory landscape. The company maintains ISO 9001 and ISO 27001 certifications and collaborates with strategic partners to enhance its service offerings.

Haiilo

Acquisition in 2020
Haiilo is a global company that specializes in developing social intranet software aimed at enhancing corporate culture and fostering communication within the workplace. Its platform is designed to drive employee engagement by managing and publishing social content, facilitating news sharing, digital project work, and team messaging. By creating a digital home for organizations, Haiilo enables clients to streamline their operations and concentrate on their core activities, ultimately transforming the modern working experience into a more connected and engaging environment.

Unifaun

Acquisition in 2020
Unifaun AB is a leading provider of transport management software solutions in the Nordic region, founded in 1996 and headquartered in Stockholm, Sweden. The company specializes in developing innovative, high-quality software that connects shippers, carriers, and end-customers, facilitating the automation of crucial transportation data exchanges. Unifaun's multi-tenant Software as a Service platform enhances cloud connectivity and transport administration, streamlining processes for both transport buyers and carriers. With over 800,000 shipments registered daily by more than 100,000 companies, Unifaun plays a vital role in the logistics landscape across Sweden, Finland, Denmark, Norway, and Poland. Formerly known as Memnon Networks AB until 2014, Unifaun remains committed to improving parcel delivery services for a diverse range of businesses.

Pentalog

Private Equity Round in 2020
Pentalog is a customer-oriented IT services and engineering company that specializes in providing software development and digital services to startups, small and medium-sized businesses, as well as multinational corporations. With over 20 years of experience, Pentalog supports clients throughout the entire product lifecycle, offering expertise in application and website development, infrastructure management, and embedded system engineering. The company operates on a cost-effective business model, utilizing a US-based team of consultants alongside offshore resources in Europe, including Romania, Moldova, France, and Germany. This approach enables Pentalog to assist its diverse clientele in launching innovative IT solutions in a competitive recruitment landscape.

Smartlinx Solutions

Private Equity Round in 2020
SmartLinx Solutions LLC, founded in 2000 and headquartered in Iselin, New Jersey with a support center in North Charleston, South Carolina, specializes in providing comprehensive human capital lifecycle solutions. The company offers a range of services including time and attendance management, human resources management, payroll processing, in-service licensing management, and business analytics. Their flagship product, WorkLinx, is a suite of workforce management solutions that includes schedule optimization, applicant tracking, and mobile employee self-service tools. SmartLinx serves various industries such as healthcare, public sector, hospitality, and manufacturing, helping clients manage their workforce efficiently and enhance productivity. The company is recognized for its outstanding customer service and support, having won the 2016 American Business Association Stevie Award for Customer Service and Support.

Lifesize

Acquisition in 2020
LifeSize Communications Inc. specializes in cloud-based video conferencing and collaboration solutions tailored for businesses of all sizes, including small and medium enterprises and large corporations. Founded in 2003 and headquartered in Austin, Texas, the company offers a range of products such as Lifesize Cloud, which provides seamless video meeting connectivity, and Lifesize Icon Flex, designed for small meeting spaces. Their offerings also include Lifesize Share, a wireless content-sharing solution, and Lifesize Dash, a software platform for real-time collaboration. LifeSize has earned recognition for its customer satisfaction and technological innovation, notably being the first to offer 4K video conferencing solutions. The company serves a diverse clientele across various sectors, including healthcare, legal, financial services, and government. LifeSize operates globally, with additional offices in multiple countries and is currently a subsidiary of Serenova, LLC.

Heimdal Security

Acquisition in 2020
Heimdal Security A/S is a Copenhagen-based cybersecurity company established in 2011 that specializes in cloud-based solutions designed to protect against cyber threats. The company provides a comprehensive multi-layered security suite that includes threat prevention, antivirus and mail security, endpoint rights management, and automated patch management. Its flagship products, such as the Thor software, cater to both home and business users, offering robust endpoint management and security solutions. Heimdal Security also delivers DNS filtering to prevent network-level attacks and Endpoint Detection and Response (EDR) for enhanced security. With a focus on continuous innovation, the company serves over 10,000 clients and secures more than 2 million endpoints across more than 45 countries. Recognized as an industry thought leader, Heimdal has received multiple international awards for its solutions and educational initiatives.

RevenueWell

Private Equity Round in 2020
RevenueWell Systems, LLC is a company that develops and distributes marketing and patient communication software specifically designed for dental practices. Founded in 2019 and headquartered in Bannockburn, Illinois, RevenueWell provides an automated suite that helps dental professionals enhance their marketing efforts and improve patient communication. The software aims to streamline practice operations and foster better engagement between dental providers and their patients.

Whitlock Group ebusiness solutions

Private Equity Round in 2019
Whitlock Group ebusiness solutions is a video collaboration organization that specializes in cloud solutions and enterprise management.

SmartSearch

Private Equity Round in 2019
SmartSearch is an online provider of Anti-Money Laundering (AML) verification services, specializing in compliance solutions for legal firms, accountancy firms, property and real estate agents, financial advisors, and insurance companies. The company has developed a multi-award-winning software platform that integrates both Business and Individual AML verification on a single interface. This innovative system ensures compliance with UK regulatory bodies and significantly enhances the efficiency of the verification process, delivering Business checks in under three minutes and Individual checks in approximately three seconds, including comprehensive Sanction and Politically Exposed Persons (PEP) checks. SmartSearch's technology supports clients in fulfilling their customer due diligence and Know Your Customer (KYC) obligations, reinforcing their commitment to regulatory compliance.

Fourth

Acquisition in 2019
Fourth Ltd. is a leading provider of cloud-based cost control solutions tailored for the hospitality industry. Established in 1999 and headquartered in London, the company specializes in developing software that helps businesses in the retail, restaurant, and hospitality sectors manage their operations more efficiently. Fourth's offerings include tools for human resources, workforce planning, payroll, inventory management, and demand forecasting, among others. Their software is designed to integrate seamlessly with third-party point-of-sale systems, providing clients with insights that enhance decision-making and optimize profitability. By leveraging advanced analytics and operational control solutions, Fourth enables its customers to streamline processes, manage costs effectively, and improve overall guest and employee satisfaction. The company operates additional locations in Cheshire and New York.

HotSchedules

Acquisition in 2019
HotSchedules provides mobile and cloud-based tools designed to streamline operations in the restaurant, retail, and hospitality industries. Their primary offering is a labor management solution that helps businesses schedule staff efficiently, reduce labor costs, and enhance overall productivity. Additionally, HotSchedules offers solutions for hiring, training, back office tasks, inventory management, and operational challenges such as recruiting, scheduling, and business intelligence. The company's tools include Count, an app for managing on-hand inventory, and Bodhi, a platform that integrates data from various sources. Founded in 1999 and based in Austin, Texas, HotSchedules serves clients both domestically and internationally.

Clarus Commerce

Acquisition in 2019
Clarus Commerce, LLC is a company that specializes in developing and managing customizable premium loyalty programs for retailers. Founded in 2001 and headquartered in Rocky Hill, Connecticut, Clarus Commerce creates subscription-based websites aimed at helping consumers save time and money. The company provides a comprehensive range of services, including client services, strategy, creative development, marketing, analytics, IT, and operations. This approach is designed to strengthen clients' businesses, build brand loyalty, and foster long-term, profitable relationships. Originally known as Clarus Marketing Group, LLC, the company rebranded to its current name in June 2015.

Puzzel

Acquisition in 2019
Puzzel is a developer of cloud-based contact center software that integrates multiple communication channels, including phone, email, web chat, social media, SMS, and payment inquiries, into a single application. The company's platform focuses on delivering exceptional service by providing unified communications solutions, as well as switchboard services. Puzzel also offers a range of network options, including wired and wireless systems, and provides both onshore and offshore IT consulting services. This comprehensive approach enables clients to effectively manage all aspects of customer contact in an efficient manner.

Skuid

Acquisition in 2019
Skuid, Inc. is a cloud application development company founded in 2013 and headquartered in Chattanooga, Tennessee, with an additional office in San Francisco, California. The company specializes in designing and supporting user interface toolkits that facilitate the creation and deployment of customized applications, primarily on the Salesforce Platform. Skuid's flagship product is a drag-and-drop page builder that allows users to effortlessly assemble and adjust application pages. Its extensive library of user interface components includes features such as editable tables, forms, panels, and automation wizards, which empower both developers and non-technical users to create intuitive applications without the need for extensive coding. With a customer base spanning over 32 countries and more than 5.2 million users, Skuid aims to enhance productivity and engagement in various organizational settings, particularly in sales. The company also provides training and support services to ensure users can maximize the capabilities of its platform.

Worksoft

Acquisition in 2019
Worksoft, Inc. is a developer of a test automation platform tailored for enterprise packaged applications. Founded in 1998 and headquartered in Addison, Texas, the company specializes in automated business process discovery, documentation, compliance, testing, risk analysis, and robotic process automation (RPA). Worksoft's platform supports a wide range of applications, including SAP, Oracle, Salesforce, and Workday, among others. The Worksoft Certify solution enables businesses to validate processes across various platforms without the need for scripting or custom coding, which are often required by traditional test automation products. This user-friendly approach allows business users to operate the solution effectively. By providing process intelligence, analytics, and automation capabilities, Worksoft helps organizations accelerate digital transformation, validate their procedures, and streamline compliance and documentation efforts. The company also maintains offices in Canada and several U.S. cities, including San Francisco, Washington D.C., and Denver.

Ebbo

Venture Round in 2019
Ebbo is a company based in Rocky Hill, Connecticut, founded in 2001. It specializes in development services, content moderation, strategy, and analytics, catering to businesses across the United States. Ebbo provides marketing loyalty programs and internet service platforms designed to enhance the value and convenience of e-commerce shopping and digital properties for both retailers and consumers. The company leverages its technology platform to offer owned and operated sites, along with turnkey services, to improve client engagement and drive loyalty in the marketplace.

SHIFT

Acquisition in 2018
SHIFT is a provider of cloud-based media collaboration and digital asset management solutions, specializing in tools specifically designed for the media and entertainment industry. Founded in 2017 and headquartered in Boston, Massachusetts, the company offers several products that enhance the creation, sharing, and storage of media content. These include Wiredrive for organizing and presenting presentations, Mediasilo for video sharing, Safestream for video protection, and Screeners.com for secure video sharing and collaboration. SHIFT is recognized as a pioneer in developing media-specific collaboration software tailored for enterprises, brands, and agencies in the sector.

Fidelis Cybersecurity

Private Equity Round in 2018
Fidelis Cybersecurity, Inc. specializes in providing visibility and control products and services designed to detect, investigate, and prevent sophisticated cyber-attacks for both commercial enterprises and government clients globally. The company's key offerings include the Fidelis XPS platform, which helps organizations identify and mitigate advanced threats throughout the attack lifecycle, and the Resolution1 Endpoint solution, which enhances incident response and enables security teams to manage security events effectively. Additionally, Fidelis Endpoint 6.1 provides real-time insights into security incidents, facilitating quicker investigations. The company also offers deployment services, product training, and consulting services such as incident response and security assessments. Founded in 2002 and headquartered in Waltham, Massachusetts, with an office in Bethesda, Maryland, Fidelis Cybersecurity was formerly known as General Dynamics Fidelis Cybersecurity Solutions, Inc. and rebranded in May 2015.

Challenger

Acquisition in 2018
Challenger is a performance improvement platform.

Allbridge

Acquisition in 2018
Allbridge is a technology partner that specializes in delivering integrated solutions for hospitality, healthcare, and higher education sectors. The company focuses on providing a seamless experience by combining data, video, and voice technologies, managing the entire network lifecycle from design and procurement to installation and ongoing management. By streamlining property technology projects, Allbridge helps clients mitigate risks, enhance project value, and improve end-user experiences. Headquartered in Raleigh, North Carolina, the company also has offices in Milwaukee, Wisconsin, and Garden City, New York.

FrontStream

Acquisition in 2018
FrontStream Holdings, LLC, operating as FrontStream Payments, Inc., specializes in developing a comprehensive digital fundraising platform designed for nonprofit, education, and corporate clients worldwide. The company offers a suite of solutions under its Panorama brand, including Panorama Products, Panorama Premium, and Panorama Enterprise, which cater to various fundraising needs such as peer-to-peer campaigns, online auctions, and donor management. Additionally, FrontStream provides automated payment processing, card acceptance, and eCommerce solutions, as well as application programming interfaces for charitable donations and electronic payments. By integrating data and tools for fundraising, event management, employee giving, and corporate social responsibility, FrontStream aims to enhance the effectiveness of philanthropic efforts. Founded in 2007 and headquartered in Reston, Virginia, the company has expanded its presence with offices in several locations, including Cambridge, Massachusetts; Lancaster, Pennsylvania; Toronto, Canada; and Melbourne, Australia.

SDLC Solutions

Acquisition in 2018
SDLC Solutions is a UK-based specialist in software testing services. The company focuses on providing comprehensive testing solutions, including software testing consultancy, network performance assessments, application performance evaluations, and test automation. By leveraging its expertise in these areas, SDLC Solutions aims to enhance the quality and reliability of software products for its clients, ensuring optimal performance and user satisfaction.

Virgin Pulse

Acquisition in 2018
Virgin Pulse, a subsidiary of Sir Richard Branson's Virgin Group, focuses on developing technology that promotes healthy lifestyle habits among employees. By tailoring its solutions to align with organizational culture, Virgin Pulse enhances the overall well-being experience for users, leading to improved outcomes for both employees and businesses. The brand, established in 1970, is recognized for its commitment to creating exceptional consumer experiences through innovation and quality service. Virgin Pulse aims to foster engagement and support within workplaces, contributing to a healthier workforce and a more productive environment.

RedBrick Health

Acquisition in 2018
RedBrick Health is a health technology company based in Minneapolis, founded in 2006 to address the challenges posed by rising healthcare costs. The company offers an innovative approach that combines behavior-based health financing with personalized programs and independent advocacy. RedBrick Health's enterprise platform leverages advanced behavior design and data analytics to promote healthier behaviors and facilitate informed healthcare decisions among consumers. By partnering with employers, health plans, health systems, and accountable care organizations, RedBrick Health aims to enhance population health and well-being initiatives, ultimately delivering improved health outcomes and financial rewards for its clients.

Inkling Systems

Acquisition in 2018
Inkling Systems, Inc. is a San Francisco-based company that specializes in cloud publishing platforms designed to create and publish interactive content. Its primary offerings include Inkling Knowledge, a mobile workforce enablement platform that facilitates the creation and distribution of training materials; Inkling Notices, which allows users to share updates and analyze engagement with field workers; Inkling Collaboration, a platform aimed at enhancing in-store execution through connectivity among frontline employees; and Learning Pathways, which guides employees through training processes while enabling managers to track and verify skills. Inkling's solutions cater to various sectors, including field reference, sales enablement, retail operations, training, and franchise operations. Founded in 2009 and originally named Standard Nine Inc., the company rebranded to Inkling Systems, Inc. in June 2011.

Talkwalker

Acquisition in 2018
Talkwalker is a social data intelligence platform that enables brands and agencies to make data-driven decisions and optimize their communication efforts. The company offers a user-friendly analytics platform that monitors and analyzes online conversations across social networks, news websites, blogs, and forums in 187 languages. By utilizing advanced AI-powered technology, Talkwalker helps clients protect, measure, and promote their brands globally, enhancing their impact across various communication channels. Headquartered in Luxembourg, Talkwalker also has offices in New York City, San Francisco, and Frankfurt, serving over 1,000 clients worldwide. The company is recognized for its tools, including Talkwalker Alerts and Talkwalker Free Social Search.

Talkwalker

Private Equity Round in 2018
Talkwalker is a social data intelligence platform that enables brands and agencies to make data-driven decisions and optimize their communication efforts. The company offers a user-friendly analytics platform that monitors and analyzes online conversations across social networks, news websites, blogs, and forums in 187 languages. By utilizing advanced AI-powered technology, Talkwalker helps clients protect, measure, and promote their brands globally, enhancing their impact across various communication channels. Headquartered in Luxembourg, Talkwalker also has offices in New York City, San Francisco, and Frankfurt, serving over 1,000 clients worldwide. The company is recognized for its tools, including Talkwalker Alerts and Talkwalker Free Social Search.

BazaarVoice

Acquisition in 2017
Bazaarvoice, Inc. is a Software as a Service (SaaS) company that specializes in customer-powered marketing solutions for brands and retailers. Founded in 2005 and headquartered in Austin, Texas, Bazaarvoice enables clients to capture and showcase consumer-generated content, such as ratings, reviews, photos, and videos, through its conversations platform. This platform allows clients to integrate content from various social media channels, organize it effectively, and leverage it across online and offline media, enhancing customer engagement and influencing purchase decisions. Bazaarvoice also provides analytics and community management services, helping clients gain valuable insights to inform marketing strategies and improve customer experiences. As of April 2017, the company had 1,494 active clients spanning multiple industries, including retail, technology, and healthcare, and operates in several countries, including the United States and the United Kingdom.

Logi Analytics

Acquisition in 2017
Logi Analytics is a provider of embedded business intelligence and analytics software designed for both commercial and enterprise applications. The company offers a platform that allows organizations to leverage real-time information by enabling users to create web-based business intelligence and analytic applications. These applications can be seamlessly integrated into existing organizational systems and processes, facilitating enhanced decision-making and operational efficiency. Through its intuitive and developer-grade solutions, Logi Analytics aims to empower organizations to transform data into actionable insights.

AppRiver

Acquisition in 2017
AppRiver is a provider of cloud-based cybersecurity and productivity software, specializing in subscription-based email and web security services. The company offers a comprehensive suite of solutions, including advanced spam detection, virus filtering, web protection, email encryption, secure archiving, and email continuity services. AppRiver is recognized as one of Microsoft's original syndication partners for Office 365, providing a bundled package that enhances email security and continuity. The company’s services come with a 30-day free trial and are supported by a dedicated 24/7 customer service team. Headquartered in Gulf Breeze, Florida, AppRiver also maintains regional offices in Austin, Texas; Atlanta, Georgia; Northport, New York; and Barcelona, Spain, with its EMEA headquarters located in Lupfig, Switzerland.

Medius

Acquisition in 2017
Medius is a global leader in cloud-based accounts payable (AP) invoice automation solutions. It streamlines the entire purchase-to-pay process by automating invoice processing, reducing manual work, accelerating lead times, enhancing financial control, and improving visibility of key metrics for its clients worldwide.

ABIT GmbH

Acquisition in 2017
ABIT GmbH is a software and consulting company based in Meerbusch, Germany, specializing in credit, debtor, and debt management solutions. Established in 1986, the company offers a wide range of software products and services focused on credit management, claims management, process management, and business intelligence. Its offerings include solutions for debt collection, regulatory compliance, and public administration, such as administrative enforcement software and health insurance applications. Additionally, ABIT provides insurance software, consulting services for process optimization and automation, and customized IT solutions, including strategic software development and online services. With a reputation for innovation and expertise, ABIT has successfully completed numerous integration and development projects, establishing itself as a prominent IT solutions provider in the German market.

True Office Learning

Acquisition in 2017
True Office Learning is a leading enterprise education and analytics company that connects e-learning to advanced behavioral data through an adaptive technology platform to drive results. The company’s cloud-based software provides organizational insights that were previously immeasurable, enabling organizations to ensure learning, analyze efficacy, and drive better business outcomes.

Tangoe

Acquisition in 2017
Tangoe is a telecommunications organization that specializes in software and technology-driven services designed to help global enterprises manage their fixed, mobile, and converged communications assets. The company offers a technology lifecycle management platform that supports telecommunications network cost management, providing solutions for expense management, procurement, logistics, activation, usage management, enterprise mobility, and financial management. Tangoe's services enable Global 2000 organizations and government agencies to optimize their communications processes, driving improvements in both cost efficiency and operational effectiveness. With offices located in Orange, CT; Austin, TX; Hoboken, NJ; and Waltham, MA, Tangoe is committed to supporting clients in their digital transformation initiatives.

Edgenet

Acquisition in 2016
Edgenet, founded in 1995 and headquartered in Nashville, Tennessee, is a Software-as-a-Service provider specializing in product content management and configuration solutions for various industries, including home goods, automotive, and sporting goods. The company offers a comprehensive suite of tools, including the Product Content Cloud for organizing and syndicating supplier product data, and the Product Sales Configurator, which simplifies pricing and ordering through an interactive question-and-answer format. Additionally, Edgenet provides design tools for outdoor projects, such as decks and fences. Its platform integrates product content management with GDSN, ACES, and PIES, enabling suppliers and retailers to efficiently manage, distribute, and analyze product content. With a commitment to quality, Edgenet serves a diverse clientele, ranging from small businesses to large retailers and distributors, through its extensive product information ecosystem.

Qualitest

Acquisition in 2016
Qualitest Group is an independent managed services provider specializing in quality assurance and software testing solutions. Founded in 1997 and headquartered in Fairfield, Connecticut, the company serves diverse industries, including telecom, healthcare, retail, and insurance. Qualitest offers a range of services, including managed testing, project-based testing, risk-based testing, strategic consultancy, and managed crowd testing. The company emphasizes AI-powered engineering services to enhance client experiences and improve software quality, aiming to accelerate release velocity while ensuring security and a superior digital experience. Qualitest is committed to advancing international quality assurance and testing methodologies, delivering high standards of quality in every project.

Tidemark

Private Equity Round in 2016
Tidemark is a provider of next-generation enterprise performance management applications designed to assist organizations with analytics and forecasting. Founded in 2010 by Christian Gheorghe, Tony Rizzo, and Nenshad Bardoliwalla, the company is headquartered in Redwood City, California. Tidemark offers a cloud-based platform that includes three primary applications that deliver real-time access to risk-adjusted data metrics, profitability modeling, and comprehensive tools for strategic, financial, and operational planning. The platform also features Storylines, a SaaS product that presents structured and unstructured data through infographic-like visuals, allowing users to interactively explore a company's operations. Additionally, Tidemark integrates financial playbooks and predictive analytics, leveraging big data and social media insights to enhance forecasting and budgeting capabilities, ultimately enabling clients to evaluate their performance with greater accuracy.

Mapp Digital

Acquisition in 2016
Mapp Digital is a prominent independent digital marketing technology company that specializes in enhancing customer engagement through its SaaS-based platform. Headquartered in San Diego, with operations in Munich and additional centers in major cities such as Paris, London, San Francisco, and Raleigh, Mapp Digital offers a comprehensive suite of software and services designed for marketers. Its platform integrates customer acquisition and engagement, providing tools for email, mobile, social, and web marketing. By leveraging real-time, unified customer data, Mapp enables businesses to gain valuable insights and execute highly personalized marketing strategies, thereby optimizing efficiency across various channels and devices. The company serves over 3,000 clients, including leading global brands, reflecting its commitment to simplifying complexity in digital marketing.

Aprimo

Acquisition in 2016
Aprimo LLC is a provider of cloud-based integrated marketing management software solutions, headquartered in Indianapolis, Indiana, with additional offices across North America, Europe, and Asia. Founded in 1998, the company offers a range of products designed to enhance marketing efficiency and brand management. Its core offerings include Aprimo Enterprise, which facilitates alignment across the marketing value chain, and Aprimo Professional, which manages planning, financials, production, and project workflows. Other solutions include Aprimo Agency for workflow management, Aprimo Service to Sales for inbound marketing engagement, and the Digital Messaging Center for centralized digital communication management. Aprimo's AI-powered content operations platform serves as a single source of truth for organizations, helping them optimize brand experiences at scale. The company caters to various industries, including financial services, retail, technology, and life sciences.

Duncan Solutions

Acquisition in 2016
Duncan Solutions, Inc. is a prominent provider of parking management products and services, serving municipal and commercial clients globally. Established in 1936 and headquartered in Milwaukee, Wisconsin, the company specializes in a comprehensive range of solutions, including parking meters, enforcement devices, citation processing, and integrated on-street parking management. Its hosted AutoPROCESS citation processing system oversees the entire lifecycle of parking citations, including processing, appeals, permit management, and payment processing. Additionally, Duncan Solutions offers outsourced services such as data entry, document imaging, call center operations, and vehicle booting and towing programs. The company also provides debt collection services, which include custom notices and a multi-tiered skip trace process, along with toll collection and vehicle registration retrieval services. Formerly known as Duncan Parking Technologies, Inc., the company rebranded to Duncan Solutions, Inc. in 2006 and operates as a subsidiary of Navient Corporation.

Predictix

Series B in 2016
Predictix LLC is a provider of a cloud-based Software-as-a-Service suite designed to assist retailers, wholesalers, and brands in making informed merchandising decisions. Founded in 2005 and headquartered in Atlanta, Georgia, the company specializes in areas such as planning and allocation, assortment and space, pricing and promotions, and forecasting and replenishment. Predictix's innovative software leverages predictive technology and big data analytics to enhance decision-making accuracy in a rapidly changing market. The company offers its solutions on-demand via a monthly subscription, eliminating the need for hardware purchases or software installations. Additionally, Predictix provides various support services, including application infrastructure hosting and website hosting. As a subsidiary of Infor (US), Inc., Predictix has established strategic partnerships with notable organizations, including Amazon Web Services and Planalytics, to further enhance its offerings.

The Surveillance Business

Acquisition in 2016
Established in 2001, The Surveillance Business (“TSB”) is a leading surveillance products and solutions provider, offering a comprehensive selection of best-of-breed solutions to pre-eminent customers in the defense, intelligence, law enforcement, public safety, critical asset protection and broadcast markets, both in the U.S. and internationally. TSB benefits from decades of legacy experience and institutional knowledge resulting in market-leading technologies in video surveillance, audio surveillance, tagging, tracking and locating products, advanced cellular monitoring and intercept technologies, cameras and sensors and surveillance operation command and control software.

BlueHornet Networks

Acquisition in 2015
BlueHornet Networks is an enterprise email service provider specializing in data-driven email marketing solutions. The company's platform offers an intuitive segmentation interface that enables marketers to efficiently create and execute personalized email campaigns. By focusing on delivering the right messages at the right time, BlueHornet helps renowned brands engage effectively with their customers. Their expertise in email marketing simplifies the campaign management process, allowing businesses to turn their customers into loyal advocates.

LiveOps

Acquisition in 2015
LiveOps, Inc. is a provider of cloud-based multi-channel solutions designed for customer engagement across various industries, including finance, healthcare, insurance, retail, and technology. Founded in 2000 and headquartered in Scottsdale, Arizona, the company offers a range of services such as LiveOps Chat for real-time customer interaction, an on-demand outsourced call center solution, and a comprehensive email system that gives agents a complete view of customer interactions. LiveOps also features Skill Builder, a customizable training program to enhance the skills of customer service agents. The company specializes in delivering an on-demand workforce of skilled virtual agents, enabling clients to efficiently scale their customer service operations while minimizing overhead costs. LiveOps serves over 400 organizations, providing faster program readiness and improved customer satisfaction compared to traditional call centers.

Bluegarden Group

Acquisition in 2015
Bluegarden Group is a provider of payroll and HR administration software. The company develops software systems that offer payroll administration, human resource administration, and business process outsourcing solutions. These solutions are delivered in the cloud and tailored to specific geographical markets and customer segments, enabling companies to simplify their payroll processing and focus on their core business activities.

AdvancedMD

Acquisition in 2015
AdvancedMD, Inc. is a healthcare technology company specializing in cloud-based medical office software designed for ambulatory medical practices. Founded in 1999 and headquartered in South Jordan, Utah, the company provides a comprehensive suite of solutions that includes practice management, electronic health records, telemedicine, and patient relationship management. Its software integrates various functionalities, allowing healthcare providers to manage demographics, scheduling, billing, and patient feedback effectively. AdvancedMD also offers workflow automation through its AdvancedMD Rhythm solution, aiding independent practices in optimizing operations and enhancing patient care. Additionally, the company provides flexible outsourced billing services, supporting over 22,500 practitioners across 8,000 practices and 600 medical billing companies nationwide. As a subsidiary of Global Payments Inc., AdvancedMD continues to focus on improving the financial health and operational efficiency of independent medical practices.

My Fit Foods

Private Equity Round in 2015
My Fit Foods, headquartered in Austin, Texas, is an expanding business that specializes in providing healthy, freshly prepared meals and meal planning services. The company offers a diverse range of over 60 nutritionally balanced, portion-controlled, ready-to-eat meals and snacks designed to support a healthy lifestyle. With more than 50 locations across five states, My Fit Foods makes it convenient for consumers to maintain a self-directed diet. In addition to its meal offerings, the company also delivers nutritional guidance, fitness tips, and stress management advice through a monthly newsletter, as well as conducting on-site consultations and weight-loss services.

Iptor

Acquisition in 2015
Iptor Supply Chain Systems specializes in providing enterprise resource planning and supply chain management solutions tailored for the distribution, publishing, and pharmaceutical industries. The company offers a comprehensive suite of cloud-based software and services, enabling clients to address complex supply chain challenges effectively. In addition to software solutions, Iptor supports businesses by managing their IT infrastructure and processes through managed services and business process outsourcing. This approach allows customers to concentrate on their core operations while benefiting from flexible deployment options that adapt to their evolving needs. With a significant portion of its clientele already utilizing its cloud services, Iptor positions itself as a trusted partner in enhancing operational efficiency and effectiveness in supply chain management.

International Business Systems

Acquisition in 2015
International Business Systems is a global provider of enterprise resource planning (ERP) and supply chain management (SCM) software tailored for the distribution industry. The company focuses on addressing complex business challenges, enabling organizations to enhance and manage lean supply chains, explore new revenue opportunities, and optimize their existing operations. IBS offers its software solutions via the cloud or as a managed service, facilitating the automation and streamlining of essential supply chain processes, including inventory planning, purchasing, supplier management, warehouse operations, value-added services, and demand management. With a customer base spanning over 40 countries, IBS delivers high-quality solutions that drive significant operational improvements and support growth initiatives for its clients.

Fidelis Cybersecurity

Private Equity Round in 2015
Fidelis Cybersecurity, Inc. specializes in providing visibility and control products and services designed to detect, investigate, and prevent sophisticated cyber-attacks for both commercial enterprises and government clients globally. The company's key offerings include the Fidelis XPS platform, which helps organizations identify and mitigate advanced threats throughout the attack lifecycle, and the Resolution1 Endpoint solution, which enhances incident response and enables security teams to manage security events effectively. Additionally, Fidelis Endpoint 6.1 provides real-time insights into security incidents, facilitating quicker investigations. The company also offers deployment services, product training, and consulting services such as incident response and security assessments. Founded in 2002 and headquartered in Waltham, Massachusetts, with an office in Bethesda, Maryland, Fidelis Cybersecurity was formerly known as General Dynamics Fidelis Cybersecurity Solutions, Inc. and rebranded in May 2015.

Fidelis Cybersecurity

Acquisition in 2015
Fidelis Cybersecurity, Inc. specializes in providing visibility and control products and services designed to detect, investigate, and prevent sophisticated cyber-attacks for both commercial enterprises and government clients globally. The company's key offerings include the Fidelis XPS platform, which helps organizations identify and mitigate advanced threats throughout the attack lifecycle, and the Resolution1 Endpoint solution, which enhances incident response and enables security teams to manage security events effectively. Additionally, Fidelis Endpoint 6.1 provides real-time insights into security incidents, facilitating quicker investigations. The company also offers deployment services, product training, and consulting services such as incident response and security assessments. Founded in 2002 and headquartered in Waltham, Massachusetts, with an office in Bethesda, Maryland, Fidelis Cybersecurity was formerly known as General Dynamics Fidelis Cybersecurity Solutions, Inc. and rebranded in May 2015.

arcplan Information Services

Acquisition in 2015
arcplan Information Services is a provider of business intelligence technology and software solutions, specializing in interactive performance management applications. The company offers a suite of products, including arcplan Enterprise, which allows users to create robust business intelligence and analytic applications, and arcplan Analytic Services, a web services component designed for service-oriented architecture environments. Additionally, arcplan provides tools such as the arcplan Application Designer for application development, the arcplan Administration Console for application management, and arcplan Edge, an enterprise platform for budgeting, planning, and forecasting. The company's offerings extend to arcplan Excel Analytics, which facilitates ad-hoc analysis across various data sources within Microsoft Office. Serving a diverse range of industries, including finance, healthcare, and telecommunications, arcplan Information Services also provides consulting, education, and customer portal services. Established in 1996 and based in Berwyn, Pennsylvania, arcplan operates as a subsidiary of arcplan Information Services AG.

e-MDs

Acquisition in 2015
e-MDs is a prominent developer of integrated electronic medical records and practice management software tailored for physician practices and healthcare enterprises. The company specializes in creating user-friendly and connected software solutions that enhance physician productivity and improve the overall clinical experience. e-MDs' software has garnered recognition for its quality, consistently ranking highly in various physician and industry surveys conducted by reputable organizations such as KLAS and the American Academy of Family Physicians. The emphasis on usability and connectivity positions e-MDs as a key player in the healthcare technology sector, committed to supporting healthcare providers in delivering efficient patient care.

Homecare CRM

Acquisition in 2015
Homecare CRM is a leading provider of enterprise software tailored for the home-care sector. The company offers a comprehensive suite of mobile and web-based applications that includes customer relationship management (CRM), electronic records management (ERM), and data management services. Additionally, it provides support for medical claims, as well as training and intelligence tools aimed at enhancing sales and marketing strategies. With a focus on innovation and cost-efficiency, Homecare CRM serves hundreds of users and agencies across the country, continually adapting its offerings to meet the evolving needs of post-acute healthcare providers.

Pendum

Acquisition in 2015
Pendum LLC is the nation's largest independent provider of automated teller machine (ATM) services, specializing in the sale, servicing, and upgrading of ATM equipment, kiosks, smart safes, and branch-related devices. Founded in 1981 and based in Plymouth, Michigan, Pendum serves a diverse clientele, including national and community banks, credit unions, off-premise deployers, gaming establishments, and retail businesses. The company offers a comprehensive range of products and services, including consumables such as ATM receipt paper and printer ribbons, as well as maintenance, supply chain, and managed services. Additionally, Pendum provides project management, branding solutions, and marketing programs to enhance customer operations and reduce costs. Formerly known as Bantek West, Inc., the company rebranded as Pendum LLC in 2006 and operates as a subsidiary of Burroughs Inc.

Asentinel

Acquisition in 2015
Asentinel LLC is a provider of telecommunications lifecycle management solutions, specializing in Telecom Expense Management (TEM) and Mobility Managed Services (MMS). Founded in 2002 and headquartered in Memphis, Tennessee, the company offers a range of services, including invoice, expense, inventory, vendor, contract, and order management, as well as dispute resolution and logistics solutions. Its innovative SaaS platform employs patented technology to streamline telecom expenditure processing and automate management tasks. Asentinel caters to a diverse clientele, including banks, retailers, and multinational corporations, helping them reduce costs, optimize inventory, and enhance business intelligence through actionable analytics. The company has established strategic partnerships to further enhance its offerings and serve clients effectively.

Predictix

Series A in 2014
Predictix LLC is a provider of a cloud-based Software-as-a-Service suite designed to assist retailers, wholesalers, and brands in making informed merchandising decisions. Founded in 2005 and headquartered in Atlanta, Georgia, the company specializes in areas such as planning and allocation, assortment and space, pricing and promotions, and forecasting and replenishment. Predictix's innovative software leverages predictive technology and big data analytics to enhance decision-making accuracy in a rapidly changing market. The company offers its solutions on-demand via a monthly subscription, eliminating the need for hardware purchases or software installations. Additionally, Predictix provides various support services, including application infrastructure hosting and website hosting. As a subsidiary of Infor (US), Inc., Predictix has established strategic partnerships with notable organizations, including Amazon Web Services and Planalytics, to further enhance its offerings.

LogicBlox

Private Equity Round in 2014
LogicBlox is a technology company that offers a cloud-based platform designed to enhance business decision-making through advanced analytics. Its innovative database integrates transactions and analytics, allowing enterprises to create sophisticated models for analysis, planning, and management in real-time. This next-generation platform is built on patent-pending technology that enables seamless processing of complex business logic, predictive analysis, and planning within a single, high-performance engine. The company is backed by a strong research and development team, which includes over 20 PhD-level computer scientists and collaborations with 25 leading universities worldwide. By leveraging this expertise, LogicBlox aims to empower developers to focus on innovative solutions rather than the underlying technological complexities.

Anexinet

Acquisition in 2014
Anexinet is a technology management firm and systems integrator that focuses on helping mid-market and Fortune 1000 companies optimize their IT investments. With a mission to deliver value by integrating useful technology efficiently and affordably, Anexinet offers services in two main areas: consulting and product sourcing. In the consulting domain, the firm assists clients in integrating new technologies into their existing systems, emphasizing business and process improvements. On the product sourcing side, Anexinet's experts guide clients through the complexities of vendor options and licensing, ensuring they select the most suitable technology for their needs. The company leverages strong partnerships to provide value-added enhancements, thus further supporting its clients in achieving operational excellence.

Arcserve

Acquisition in 2014
Arcserve, established in 1990, specializes in data protection and recovery solutions for businesses of all sizes. Headquartered in Minneapolis, Minnesota, with global offices, Arcserve serves over 45,000 customers across more than 150 countries through a network of 7,500+ partners. Their flagship product, Arcserve Unified Data Protection (UDP), offers integrated data protection capabilities for cloud, virtual, and physical environments, accessible via a user-friendly web console. Arcserve's solutions aim to minimize manual workload for IT teams by providing enterprise-grade capabilities with simplified management, enabling efficient backup, replication, and recovery of data.

Longview Solutions

Acquisition in 2014
Longview Solutions is a provider of corporate performance management and tax provisioning software designed to enhance business decision-making. The company offers a unified software platform that integrates corporate planning, budgeting, forecasting, consolidation, and tax solutions. This comprehensive approach enables enterprises to create a complete picture of their business results by blending financial and operational performance data. Longview Solutions aims to make this information actionable for all stakeholders, thereby improving overall organizational performance.

Changepoint

Acquisition in 2014
Changepoint is a leader in enterprise portfolio management solutions, specializing in project and program management software tailored for services organizations, enterprise architects, and business transformation teams. The company's software enables clients to make informed decisions that drive better business outcomes and adapt to shifting market conditions. By maximizing resource utilization and enhancing financial control, Changepoint's solutions help organizations align their project outcomes and revenue with corporate goals. Its offerings support product teams, strategic transformation leaders, and project management offices, empowering them to navigate changing business priorities effectively.

Uniface

Acquisition in 2014
Uniface International B.V., based in The Netherlands, specializes in the development, design, and integration of enterprise software focused on e-commerce. The company offers application integration and legacy renewal solutions that aim to reduce costs and enhance efficiencies within information technology systems across various business environments. Uniface's software is designed to facilitate the development and deployment of mission-critical applications, seamlessly integrating with existing software and workflows. It supports diverse data sources from multiple vendors, enabling organizations to effectively start, run, and scale their operations.

Tellabs

Acquisition in 2013
Tellabs specializes in optical networking and network modernization products, providing services to various sectors including enterprise, education, government, healthcare, hospitality, and transportation. The company focuses on delivering secure, scalable, and sustainable access solutions that enhance network performance. With over two decades of experience, Tellabs has developed carrier-class access solutions tailored to meet the demands of service providers. Its offerings include optical local area networks that ensure security while simplifying the design and operation of network infrastructure. Additionally, Tellabs supports its products through the Tellabs Services Suite, which includes customizable training, professional services, and support to address specific client needs.

Critical Path

Acquisition in 2013
Critical Path was acquired by Openwave Messaging on December 4, 2013. Critical Path offers consumer and enterprise solutions for online and mobile communication. The portfolio spans web and mobile messaging, social media messaging, security and archiving. They also own the award-winning "ShoZu" service which connects millions of subscribers around the world to their favourite social sites and feeds. Critical Path's Memova suite of applications and services are chosen by leading service providers and enterprises around the world to enable millions of people to communicate, connect, share and organize while providing industry-leading safety and assurance. With offices around the globe, Critical Path supports companies with their deployments of Memova solutions to drive revenue, boost loyalty, streamline operations and reduce costs. In November 2010 it merged with Mirapoint who are a global leader in the mail server appliance market. By combining email security expertise with extensive messaging appliance experience, Mirapoint offers the industry’s only integrated email security, archiving and mailbox appliances with a dramatically lower total cost of ownership (TCO), as well as security, simplicity and peace of mind. Their mail server appliances and messaging appliances intelligently serve, secure and manage more than 120 million mailboxes worldwide, from large enterprises and service providers to educational institutions and government entities.

Alveo

Acquisition in 2013
Alveo is a data management software company based in New York, specializing in market data integration and analytics solutions for the financial services sector. Founded in 1991, Alveo provides comprehensive software solutions that optimize the management of market and reference data, enabling clients to access trusted data efficiently while maximizing their return on investment in data. The company's offerings include cloud-native data aggregation and data quality management tools designed to help financial institutions, such as banks, investment managers, market infrastructure firms, and insurance companies, ensure high-quality data, reduce market data costs, and enhance productivity. In addition to its headquarters in New York, Alveo has offices in London, Toronto, Heerenveen, Dublin, Sao Paulo, and Singapore.

sigmacare

Private Equity Round in 2013
SigmaCare offers integrated clinical software applications tailored for long-term and post-acute care facilities. Its comprehensive mobile clinical solution enhances patient outcomes by automating the entire clinical workflow and providing decision support to healthcare providers, including physicians and nurses. By connecting facilities with pharmacies, laboratories, and other care settings through reliable electronic interfaces, SigmaCare promotes better coordination of care. The company’s services help reduce operational costs, increase revenue, and improve staff satisfaction while enhancing resident safety. With a commitment to high performance and integrity, SigmaCare fosters a collaborative work environment for employees, positioning them at the forefront of the healthcare information technology sector in the United States.

Verisae

Acquisition in 2012
Verisae is a provider of asset-management software designed to enhance the operational and financial performance of distributed enterprises. The company delivers an integrated IT platform that enables organizations to manage and optimize costs related to facilities and their assets. Verisae offers a central database and a suite of software services tailored for real estate, facilities, and asset management organizations. Its platform includes management tools that focus on energy use, maintenance, environmental concerns, and remote alarm systems, allowing clients to take proactive measures to improve operational efficiencies, reduce energy consumption, and lower carbon emissions. By offering industry-specific solutions, Verisae aims to deliver greater customer value and support organizations in achieving their operational goals.

Vivonet

Acquisition in 2012
Vivonet Inc. develops cloud-based solutions tailored for the hospitality and food services industries, focusing on point-of-sale (POS) systems, self-service kiosks, and enterprise management tools. Its offerings include Vivonet Kiosk, which enhances operational efficiency for food service and hotel brands, and Vivonet Cloud POS, suitable for various settings such as restaurants and university cafeterias. The company also provides Vivonet Enterprise Manager, a centralized control system for enterprise-level data management, and Vivonet Mobile Insights for real-time reporting on key business metrics. Vivonet serves a diverse clientele, including full-service and quick-service restaurants, hotels, healthcare institutions, and educational facilities. Founded in 2000 and headquartered in Vancouver, Canada, Vivonet has experienced significant growth and operates as a subsidiary of Infor, Inc.
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