Miller Investment Management

Miller Investment Management is a financing advisory firm that provides a diversified portfolio of financial planning and investment management solutions. It is a SEC registered investment adviser that has managed global multi-asset-class public securities portfolios for over 18 years. The firm specializes in the areas of investment management, private equity, and real estate. It was established in 1998 and is headquartered in Conshohocken, Pennsylvania.

Christine Dostillio

CFO

H. Scott Miller

Managing Partner and Founder

Thomas Wong

Investment Professional and Portfolio Management Committee Member

12 past transactions

Finture

Series B in 2023
Since its founding in January 2021, Finture has been one of the growing fintech platforms in Southeast Asia, collaborating with financial institutions to jointly provide diverse unique payment and credit products for all individuals, particularly in Indonesia. Finture has collaborated with licensed financial institutions to provide paylater products (loan limits) using card payment instruments (issued by our licensed banking partner) carrying “Yup” as a branding. As an aggregator platform being recorded by the Financial Services Authority in Indonesia, Yup connects our users to get the paylater services from our licensed financial institution partners with the enjoyment of any promo benefit from us. Because transactions using Yup only require an EDC machine, our form as a card instrument allows Yup users to make any transaction ANYWHERE and ANYTIME. While we always strive to make it as simple as possible for our users to obtain the best health credit payment services from our partner financial institutions. By using Yup, you can get easy installments with 0% interest starting from 1 to 12 months, and a limit of up to Rp 40 million. Finally, we hope to continue to improve the ease of conducting transactions both offline and online, so that we can always be ready and available for all of our users throughout Indonesia.

OWIT Global

Private Equity Round in 2018
OWIT Global is a provider of innovative insurance technology solutions aimed at enhancing and future-proofing insurance processing. Founded in 2018 and headquartered in West Hartford, Connecticut, the company specializes in offering a range of cloud-based microservices tailored for the global insurance industry. These microservices can function independently or integrate seamlessly with existing systems, allowing for flexible and targeted solutions. OWIT Global’s offerings include Bordereaux Management, Cyber Rating & Distribution, Accident & Health and Specialty Point of Sale, Document Generation, and Portal Configuration, among others. The company's platform facilitates data ingestion and transformation, supporting the insurance industry's evolving needs and the integration of emerging technologies such as blockchain and smart contracts.

honeygrow

Series D in 2016
Honeygrow operates a chain of restaurants focused on providing high-quality, wholesome, and simple foods that emphasize local and seasonal ingredients. The menu features a diverse array of dishes, including colorful stir-fries, smoothies, salads, and honey bar treats, all crafted without the use of freezers and with an emphasis on in-house preparation. By prioritizing honest eating and community engagement, Honeygrow aims to connect people through nutritious meals while supporting local farm vendors.

Nora Gardner

Private Equity Round in 2016
Nora Gardner, LLC specializes in manufacturing women's workwear, including blazers, dresses, skirts, tops, and jackets. Founded in 2013 and based in New York, the company operates both online and through retail stores across the United States, Canada, China, Japan, and Trinidad and Tobago. Nora Gardner focuses on providing versatile professional clothing and accessories tailored to meet the wardrobe needs of women. Customers can shop for these products through various retail channels, including an online platform that features an inquiry form for convenience.

honeygrow

Series C in 2015
Honeygrow operates a chain of restaurants focused on providing high-quality, wholesome, and simple foods that emphasize local and seasonal ingredients. The menu features a diverse array of dishes, including colorful stir-fries, smoothies, salads, and honey bar treats, all crafted without the use of freezers and with an emphasis on in-house preparation. By prioritizing honest eating and community engagement, Honeygrow aims to connect people through nutritious meals while supporting local farm vendors.

Dreamlined Entertainment Group

Private Equity Round in 2015
Dreamlined Entertainment Group is a production and record company that focuses on songwriters, artists, and music production. The company was founded in 2015 and is based in Nashville, TN.

Hatch & Coop

Private Equity Round in 2014
Hatch & Coop is a fast-food company that offers hand-made sandwiches, burgers, fried chicken, and more. The company was established in 2012 and is based in Philadelphia, PA.

PNB

Private Equity Round in 2014
PNB is a holding company that offers loan reviews and other financial services for community banks. The company also provides credit risk management services to community-oriented financial institutions.

Dice Therapeutics

Private Equity Round in 2014
DICE Therapeutics is a biopharmaceutical company that utilizes its proprietary technology platform to develop a pipeline of novel oral therapeutic candidates aimed at treating chronic diseases, particularly in the field of immunology. The company focuses on creating oral therapeutics that target well-established proteins, intending to achieve efficacy similar to existing systemic biologics. DICE's DELSCAPE platform is specifically designed to discover selective oral small molecules capable of modulating protein-protein interactions effectively. Its lead candidate, S011806, is an oral antagonist targeting interleukin-17, a key player in various immunological conditions. In addition to S011806, DICE is developing other oral therapeutic candidates that target α4ß7 integrin and αVß1/αVß6 integrin, aimed at treating inflammatory bowel disease and idiopathic pulmonary fibrosis, respectively.

UniRisX

Venture Round in 2009
Unirisx, LLC specializes in providing Software-as-a-Service (SaaS) solutions tailored for insurers, brokers, and intermediaries to effectively launch, distribute, and manage insurance products globally. The company offers a comprehensive Unirisx Solution Suite, which includes policy administration and underwriting technology that supports various insurance lines such as personal, commercial, and specialty insurance. Key offerings include the Unirisx Underwriting Center, which streamlines the underwriting process by prioritizing tasks and facilitating collaboration, and the Unirisx Agency/Broker Center, which enables agile management of insurance operations with real-time performance insights. Additionally, Unirisx covers specialized solutions for coverholders and direct-to-consumer channels, ensuring efficient quoting, binding, and policy administration. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, with offices in the UK and Malaysia, Unirisx serves clients across Asia, EMEA, and the United States, constantly evolving its platform to meet the diverse needs of the global insurance market.

UniRisX

Private Equity Round in 2008
Unirisx, LLC specializes in providing Software-as-a-Service (SaaS) solutions tailored for insurers, brokers, and intermediaries to effectively launch, distribute, and manage insurance products globally. The company offers a comprehensive Unirisx Solution Suite, which includes policy administration and underwriting technology that supports various insurance lines such as personal, commercial, and specialty insurance. Key offerings include the Unirisx Underwriting Center, which streamlines the underwriting process by prioritizing tasks and facilitating collaboration, and the Unirisx Agency/Broker Center, which enables agile management of insurance operations with real-time performance insights. Additionally, Unirisx covers specialized solutions for coverholders and direct-to-consumer channels, ensuring efficient quoting, binding, and policy administration. Founded in 2009 and headquartered in Philadelphia, Pennsylvania, with offices in the UK and Malaysia, Unirisx serves clients across Asia, EMEA, and the United States, constantly evolving its platform to meet the diverse needs of the global insurance market.

Five Guys

Private Equity Round in 2007
Five Guys is serves a range of hand‑made burgers made with fresh locally sourced beef and cooked on a grill, along with fresh‑cut fries, served with unlimited toppings. It now has 79 outlets in the UK with the estate now close to reaching maturity.
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