Marlin Equity Partners, LLC is a private equity firm established in 2005 and headquartered in Hermosa Beach, California, with an additional office in London. The firm specializes in investing in a range of companies undergoing operational, financial, or market-driven changes, offering tailored solutions to corporate parents and other stakeholders. Marlin focuses on small to lower middle-market and mature companies, primarily in sectors such as software, technology, healthcare, services, and industrial technology. Its investment strategies encompass growth equity, management buyouts, corporate divestitures, and special situations, including bankruptcies and operational turnarounds. The firm typically invests between $30 million and $160 million in companies with revenues ranging from $10 million to $2 billion and EBITDA of $8 million to $25 million. Marlin aims to enhance the value of its portfolio companies through its capital base, industry relationships, and extensive operational resources, and it seeks board representation in all its investments.
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 and Senior Managing Director
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 specializes in designing and developing software and providing consulting services focused on sustainable performance. The company offers cloud-based solutions for environmental, health, and safety (EHS) regulatory compliance, greenhouse gas reporting, and sustainability reporting. Additionally, its consulting services include regular updates on EHS regulatory changes to help businesses maintain compliance. Tennaxia serves a diverse clientele, including small to medium-sized enterprises and large industrial conglomerates, supporting over 10,000 customer sites across more than 70 countries. Established in 2001 and headquartered in Laval, France, Tennaxia is recognized as a significant player in the market for companies committed to corporate social responsibility.
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, and with an additional office in New York, OpenAsset serves over 700 companies globally. Its cloud-based platform enables users to efficiently manage marketing digital assets such as images, videos, and documents associated with projects, properties, and people. The system includes features like design integration, image curation, project-based tagging, and batch editing, all aimed at enhancing the management process. By streamlining the storage, retrieval, and sharing of digital assets, OpenAsset helps clients improve their marketing productivity and efficiency, ultimately supporting their efforts to win new business.
Cloud Technology Solutions
Acquisition in 2023
Cloud Technology Solutions is a prominent cloud service provider in Europe, specializing in helping enterprises, educational institutions, and government agencies transition to the Google Apps cloud. Established in 2008, the company has successfully migrated over one million users from traditional on-premise systems to cloud-based solutions, focusing on messaging, collaboration, and custom development for both web and mobile platforms. Recognized for its expertise in Google Apps migration, Cloud Technology Solutions offers a comprehensive suite of services that includes strategy development, deployment, integration with legacy systems, and ongoing support and education. With a team of Google-certified experts, the company is dedicated to designing, building, and managing secure and scalable cloud infrastructures, enabling organizations to optimize their operations and enhance performance in the evolving digital landscape.
Altvia Solutions
Acquisition in 2022
Altvia is a company that specializes in providing cloud-based software solutions for alternative asset fund managers, institutional investors, and impact investors. Founded in 2006 and headquartered in Broomfield, Colorado, Altvia offers a platform that integrates customer relationship management (CRM), deal management, and investor lifecycle management tailored for private capital markets. Their technology enhances communication and relationships among general partners, limited partners, and portfolio companies by enabling data visualization and analytics. Altvia's services allow users to connect and display data from various systems in a single interface, facilitating better decision-making and compliance. The company's mission is to foster energy, inspiration, and abundance for employees, clients, and partners while supporting the full lifecycle of investor relations and capital management.
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 provides an intelligence platform designed to help business, security, and intelligence professionals manage the vast amounts of data available online. The platform aggregates information from a wide range of open sources, including news articles, blogs, forums, social media, and other feeds. By contextualizing and processing this data, Silobreaker enables users to extract meaningful insights and monitor various topics such as companies, industries, geopolitical developments, and security threats. This approach allows clients to navigate large datasets more efficiently, enhancing their decision-making capabilities and overall expertise. Through powerful tools and visualizations, Silobreaker simplifies the analysis of complex information, ultimately saving time and improving research outcomes for its users.
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 provider of integrated software solutions focused on internal auditing, compliance, and risk management for regulated businesses. The platform addresses the challenges firms face under the Certification Regime by offering tools for performing risk assessments, managing audits, tracking issues, and delivering reports. Leveraging Ideagen's expertise in enterprise governance, Pentana enables organizations to gain visibility into current and emerging risks, ensuring compliance and preventing failures. The software connects business strategy to operational performance while facilitating stakeholder participation, thereby supporting ambitious governance objectives and enhancing overall operational effectiveness.
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 work instruction solutions for manufacturers. Its platform enables organizations to implement standardized procedures that support continuous improvement and facilitate training. By providing electronic documentation, Dozuki helps companies distribute approved standards efficiently across teams, shifts, and locations, thereby reducing quality issues and enhancing operational consistency. The software captures valuable insights from experienced employees, allowing them to share their knowledge directly from the shop floor. This capability aids in the digital transformation of operations and makes employee training more accessible for businesses of various sizes. Dozuki's clientele includes prominent organizations such as Coca-Cola, Facebook, Caterpillar, and AB InBev.
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 is a financial services provider based in Brussels, Belgium, specializing in foreign exchange payments and transfers for companies globally. Founded in 2012, the company offers a dedicated online platform that facilitates multicurrency transactions as an alternative to traditional banking services. iBanFirst's platform is designed to meet the needs of small and medium-sized enterprises (SMEs), providing real-time and competitive exchange rates, currency market alerts, and transparent accounting without hidden fees. With additional offices in Paris, Dijon, and Antwerp, and operations extending to France and Cyprus, iBanFirst aims to streamline international payments, enabling clients to pay beneficiaries in their local currencies efficiently and securely.
iBanFirst
Private Equity Round in 2021
iBanFirst is a financial services provider based in Brussels, Belgium, specializing in foreign exchange payments and transfers for companies globally. Founded in 2012, the company offers a dedicated online platform that facilitates multicurrency transactions as an alternative to traditional banking services. iBanFirst's platform is designed to meet the needs of small and medium-sized enterprises (SMEs), providing real-time and competitive exchange rates, currency market alerts, and transparent accounting without hidden fees. With additional offices in Paris, Dijon, and Antwerp, and operations extending to France and Cyprus, iBanFirst aims to streamline international payments, enabling clients to pay beneficiaries in their local currencies efficiently and securely.
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 is a SaaS company that specializes in providing e-commerce solutions for online retailers and brands. Founded in July 2009 and originally based in Nantes, the company has expanded its operations internationally since 2012, establishing teams in Paris. Lengow's platform allows merchants to centralize, optimize, and monitor the distribution of their product catalogs across various channels, including comparison shopping sites, marketplaces, affiliate networks, and social media. As of 2015, Lengow operates over 38,000 sites in 40 countries, enabling clients to effectively manage their presence across more than 1,800 marketing distribution channels. By offering tools that enhance product visibility and automate business activities, Lengow aims to help e-commerce businesses improve their performance and increase sales.
TaxSlayer
Private Equity Round in 2021
TaxSlayer is a family-owned company with over 50 years of experience in tax preparation, offering online software for the electronic filing of federal and state tax returns. Established in 1998, it has facilitated millions of tax returns through its proprietary online, desktop, and mobile platforms. The company caters to individual consumers, business owners, and tax professionals, focusing on providing simple, fast, and accurate solutions for tax preparation. TaxSlayer is committed to delivering high-quality software and robust online technical support, enabling clients to complete their tax filings efficiently while minimizing time, effort, and costs.
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 is a global innovator of video conferencing, collaboration, and meeting productivity solutions. It combines best-in-class, cloud-based video conferencing services with integrated equipment to help present the business in the best light. Recognized as Frost and Sullivan’s Cloud Video Conferencing Vendor of the Year, Lifesize leads the industry in customer satisfaction with the world’s first 4K video conferencing solution and 4K service architecture. Together with a full suite of integrations and offerings designed for businesses of any size, Lifesize sets a new standard for workplace communication and productivity on a global scale. The company was founded in 2003 and is headquartered in Austin, Texas.
Heimdal Security
Acquisition in 2020
Heimdal Security A/S is a cybersecurity company based in Copenhagen, Denmark, established in 2011. The company specializes in cloud-based cybersecurity solutions designed to protect organizations from cyberattacks and safeguard critical information. Its offerings include a multi-layered security suite that integrates threat prevention, antivirus and mail security, endpoint rights management, and automated patch management. Heimdal also provides advanced services such as DNS filtering to block attacks at the network level and Endpoint Detection and Response (EDR) for enhanced security monitoring. With a focus on innovation, Heimdal Security has developed software solutions for both home users and businesses, securing over 2 million endpoints across more than 10,000 companies in over 45 countries. The company has received recognition for its industry leadership and educational initiatives, and it operates with a commitment to building sustainable partnerships while ensuring predictability and scalability in its services.
RevenueWell
Private Equity Round in 2020
RevenueWell they helps dental practices and makes connected relationships with patients and their communities.
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 verification services, offering a comprehensive platform that integrates both business and individual AML checks. This award-winning service is designed for legal firms, accountancy firms, property agents, financial advisors, and insurance companies, assisting them in fulfilling their customer due diligence and know your customer (KYC) compliance requirements. SmartSearch ensures full compliance with UK regulatory standards, delivering business verification checks in under three minutes and individual checks in approximately three seconds, including thorough sanction and politically exposed person (PEP) screenings.
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, Inc. is a provider of mobile and cloud-based solutions tailored for the restaurant, retail, and hospitality sectors. The company specializes in labor management, offering tools for scheduling, reporting, and forecasting that enable businesses to optimize staffing and reduce labor costs. In addition to workforce management, HotSchedules provides hiring, training, and back-office solutions, along with digital task management tools. Their Count application assists businesses in managing inventory by allowing users to monitor stock levels and reorder supplies as needed. HotSchedules also offers Bodhi, a platform that facilitates data integration, and provides solutions to automate various operational challenges, including recruiting, training, business intelligence, and inventory management. Founded in 1999 and based in Austin, Texas, HotSchedules serves clients both in the United States and internationally. The company rebranded from Red Book Connect, Inc. to HotSchedules, Inc. in March 2015.
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, that offers a range of services aimed at enhancing e-commerce and digital experiences for retailers and consumers across the United States. Founded in 2001, Ebbo specializes in development services, content moderation, strategy, and analytics. The company also provides marketing loyalty programs and internet service platforms, utilizing its technology to make online shopping and digital properties more valuable and convenient. Through a combination of owned sites and turnkey services, Ebbo aims to support businesses in maximizing their online presence and customer engagement.
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 company specializing in software testing services. The firm offers a range of solutions, including testing consultancy, network and application performance assessments, and test automation. By focusing on these areas, SDLC Solutions aims to enhance the quality and efficiency of software development processes for its clients.
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-generated marketing solutions for brands and retailers. It operates a platform that allows clients to capture, manage, and display online content such as ratings, reviews, photos, and videos, enhancing consumer engagement. By syndicating this content across various online channels, Bazaarvoice helps influence purchasing decisions and provides valuable customer insights that inform marketing strategies, product development, and operational improvements. The platform also integrates social media content from platforms like Instagram and Facebook, enabling clients to leverage authentic customer experiences. Additionally, Bazaarvoice supports its clients in creating branded communities to foster engagement and gather user-generated content for new product launches. As of April 2017, the company served nearly 1,500 clients across multiple industries, including retail, technology, and healthcare, and operates in several countries, including the United States and the United Kingdom. Founded in 2005 and headquartered in Austin, Texas, Bazaarvoice focuses on enhancing the customer journey through its innovative solutions.
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, founded in 1986 and based in Meerbusch, Germany, specializes in credit, debtor, and debt management software products and services. The company offers a range of business solutions, including credit management, claims management, process management, and business intelligence. Its credit services address regulatory requirements and various loan types, while public administration solutions include administrative enforcement software and health insurance applications. Additionally, ABIT provides insurance software and consulting services focused on process optimization and compliance with data protection regulations. With a strong emphasis on innovation and modern software architecture, ABIT has established itself as a leading IT solutions provider in Germany, successfully completing numerous integration and development projects.
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 is a Software-as-a-Service provider that specializes in product content management and configuration solutions for various industries, including home goods, automotive, and sporting goods. Established in 1995 and headquartered in Nashville, Tennessee, with an additional office in Milwaukee, Wisconsin, Edgenet offers a comprehensive suite of software solutions. This includes the Product Content Cloud, which collects, structures, and syndicates supplier product data, and the Product Sales Configurator, which uses an interactive question-and-answer format to facilitate pricing and ordering. Additionally, Edgenet provides design tools for outdoor projects, such as decks and fences. The company's services enable suppliers, retailers, and distributors to efficiently organize, distribute, and analyze product content, enhancing collaboration and quality assurance. By leveraging the Edgenet Network, customers gain access to a robust ecosystem that ensures high-quality product information is readily available across various channels.
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 cloud-based enterprise performance management applications designed to enhance financial and operational planning. Founded in 2010 and headquartered in Redwood City, California, Tidemark offers a suite of applications that deliver real-time access to risk-adjusted data metrics and profitability modeling. Its platform includes tools for strategic planning and integrates financial playbooks with predictive analytics, leveraging big data and social media for improved forecasting and budgeting. Additionally, Tidemark features Storylines, a SaaS product that presents structured and unstructured data in an interactive, infographic format, providing users with a comprehensive view of their company's operations.
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 comprehensive parking management company that serves municipal and commercial clients globally. Founded in 1936 and based in Milwaukee, Wisconsin, it specializes in a wide range of services, including the management of parking citations through its AutoPROCESS citation processing system. This system oversees the entire citation lifecycle, encompassing citation processing, administrative appeals, permit and payment processing, as well as scofflaw identification. Additionally, Duncan Solutions offers enhanced enforcement measures such as DMV registration holds, booting, and towing. The company also provides outsourced services, including data entry, document imaging, and call center operations. Its capabilities extend to debt collection services, municipal on-street parking programs, vehicle registration retrieval, and toll collection support. Formerly known as Duncan Parking Technologies, Inc., the company rebranded in 2006 and operates as a subsidiary of Navient Corporation.
Predictix
Series B in 2016
Retailers, wholesalers and brands make better forecasting, planning, assortment, pricing, and replenishment decisions with the Predictix merchandising software suite. Our clients get started quickly and see value early, thanks to our cloud-based solutions and our agile approach to delivery. Our predictive technology is more accurate and drives better decisions in today’s changing environment. Building on our executive team’s experience in leading well-known retail technology companies, we’ve developed our software from the ground up so our clients can completely tailor and readily adapt it as their business needs change. With no hardware to buy, software to install, or long-term commitments to make, we are changing the way our clients invest in and get value from technology.
Domo Tactical Communications
Acquisition in 2016
Domo Tactical Communications, based in Whiteley, United Kingdom, specializes in the manufacturing of surveillance equipment. The company provides advanced solutions for overt and covert video, audio, tracking, and cellular applications, catering to clients in defense, intelligence, law enforcement, public safety, and critical asset protection sectors. Domo Tactical Communications is dedicated to developing innovative technologies for the wireless broadcast market, enabling customers to securely detect, monitor, communicate, and share information in complex environments.
BlueHornet Networks
Acquisition in 2015
BlueHornet is an enterprise email service provider that specializes in data-driven email marketing solutions. The company's platform features an intuitive segmentation interface that allows marketers to efficiently create and implement personalized email campaigns. By offering tools, services, and expertise, BlueHornet enables brands to deliver targeted messages effectively and at optimal times. This approach has made it a preferred partner for many notable brands, helping them cultivate strong customer relationships and enhance engagement through tailored marketing strategies.
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 a growing business that specializes in providing healthy, freshly prepared meals and meal planning services. The company offers over 60 nutritionally balanced, portion-controlled meals and snacks, making it easier for consumers to maintain a healthy diet. With more than 50 locations across five states, My Fit Foods caters to individuals seeking convenient options for breakfast, lunch, dinner, and snacks. In addition to its meal offerings, the company provides nutrition, fitness, and stress management education through a monthly newsletter and offers on-site consultations and weight-loss services to support customers in their health journeys.
Iptor
Acquisition in 2015
Iptor Supply Chain Systems specializes in providing cloud-based software and services that address complex supply chain challenges, primarily for the distribution, publishing, and pharmaceutical sectors. The company develops enterprise resource planning and supply chain management solutions that are designed to be flexible and adaptable, allowing clients to choose deployment options that align with their business needs. In addition to software solutions, Iptor offers managed services and business process outsourcing, enabling customers to focus on their core operations while Iptor manages their IT infrastructure and processes. Over 17% of Iptor's clients have opted for its cloud services, reflecting a growing trust in the company's capabilities to enhance operational efficiency.
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 specializes in providing interactive performance management applications and business intelligence technology. The company offers a range of products, including arcplan Enterprise, which serves as a platform for creating business intelligence and analytic applications, and arcplan Analytic Services, a web services component designed for service-oriented architecture environments. Additionally, it provides tools such as arcplan Application Designer for application development, arcplan Administration Console for application publishing, and arcplan Edge, an enterprise budgeting and forecasting platform. The company also features arcplan Excel Analytics, which enables ad-hoc analysis within the Microsoft Office environment. arcplan Information Services caters primarily to sectors such as finance, airlines, banking, energy, healthcare, manufacturing, pharmaceuticals, retail, and telecommunications, and also offers consulting and educational services. Founded in 1996, the company is based in Berwyn, Pennsylvania, and 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 largest independent ATM service provider in the United States, specializing in the sale, servicing, and upgrading of ATMs, kiosks, smart safes, and branch equipment. The company caters to national and community banks, credit unions, off-premise deployers, gaming, and retail establishments by providing a comprehensive range of products and services. These include consumables like ATM receipt papers and ink cartridges, as well as maintenance, supply chain, technology, and managed services. Pendum also offers project management, branding solutions, and marketing programs to enhance customer operations. Founded in 1981 and based in Plymouth, Michigan, Pendum was previously known as Bantek West, Inc. and became a subsidiary of Burroughs Inc. in 2015.
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
Retailers, wholesalers and brands make better forecasting, planning, assortment, pricing, and replenishment decisions with the Predictix merchandising software suite. Our clients get started quickly and see value early, thanks to our cloud-based solutions and our agile approach to delivery. Our predictive technology is more accurate and drives better decisions in today’s changing environment. Building on our executive team’s experience in leading well-known retail technology companies, we’ve developed our software from the ground up so our clients can completely tailor and readily adapt it as their business needs change. With no hardware to buy, software to install, or long-term commitments to make, we are changing the way our clients invest in and get value from technology.
LogicBlox
Private Equity Round in 2014
LogicBlox offers a cloud-based technology platform designed to enable enterprises to create models for analyzing, planning, and managing their operations. The company's innovative database integrates transactions and analytics, along with data and business logic, in real time. This integration facilitates the development of advanced business applications that enhance decision-making processes. LogicBlox's platform is built on patent-pending technology and leverages the capabilities of multicore computing, allowing developers to concentrate on solving complex problems rather than dealing with underlying technological challenges. The company's research and development efforts are supported by a team that includes over 20 PhD-level computer scientists and collaborations with leading academic institutions worldwide.
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 developing, designing, and integrating enterprise software focused on e-commerce. The company offers application development and deployment solutions that facilitate the creation, operation, and scaling of businesses. Its technology is compatible with various information technology and database infrastructures, allowing it to access data from multiple vendors and integrate seamlessly with existing organizational software and workflows. Uniface provides products and services aimed at application integration and legacy system renewal, helping organizations reduce costs and enhance efficiency within their information technology systems.
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 the industry’s most comprehensive and fully integrated mobile clinical solution designed specifically for long term care. As the industry's interoperability leader SigmaCare connects facilities with pharmacies, laboratory and radiology vendors, providers and RHIOs through reliable, electronic interfaces. SigmaCare offers a full suite of professional services and a proven implementation methodology which promotes high user adoption. As a result, our customers benefit from reduced operational costs, increased revenue, enhanced staff satisfaction and improved resident safety. SigmaCare offers a vibrant, collaborative work environment for individuals who seek an opportunity to excel within an organization that rewards high performance and integrity. Our employees are at the forefront of the healthcare information technology revolution 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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