Huddle Up
Series C in 2024
Huddle Up is a pediatric digital health company dedicated to supporting the growth, development, and mental health of children. Founded in 2015 and based in Madison, Wisconsin, Huddle Up transforms the care experience by emphasizing peer-to-peer interactions and specialty support. The company partners with school districts to promote academic performance and facilitate social-emotional development, while also focusing on community, equity, inclusion, and belonging. Through its personalized, outcome-driven approach, Huddle Up aims to enhance the well-being of children and adolescents, fostering healthier lives.
Huddle Up
Series A in 2021
Huddle Up is a pediatric digital health company dedicated to supporting the growth, development, and mental health of children. Founded in 2015 and based in Madison, Wisconsin, Huddle Up transforms the care experience by emphasizing peer-to-peer interactions and specialty support. The company partners with school districts to promote academic performance and facilitate social-emotional development, while also focusing on community, equity, inclusion, and belonging. Through its personalized, outcome-driven approach, Huddle Up aims to enhance the well-being of children and adolescents, fostering healthier lives.
Healthfuse
Private Equity Round in 2020
Healthfuse, LLC is a Wisconsin-based company that specializes in developing an online revenue cycle vendor management platform tailored for hospitals and health systems. Founded in 2011, Healthfuse offers a comprehensive suite of customizable applications designed to integrate seamlessly into existing workflows, enhancing operational efficiency. The company's platform provides vital analytics and sourcing advisory services across various healthcare verticals, including revenue cycle management, facilities management, human resources, health information systems, supply chain, and clinical services. By delivering expert advice on sourcing relationships, Healthfuse aims to help healthcare organizations reduce costs and improve collection performance, thereby optimizing their financial operations.
Huddle Up
Series A in 2020
Huddle Up is a pediatric digital health company dedicated to supporting the growth, development, and mental health of children. Founded in 2015 and based in Madison, Wisconsin, Huddle Up transforms the care experience by emphasizing peer-to-peer interactions and specialty support. The company partners with school districts to promote academic performance and facilitate social-emotional development, while also focusing on community, equity, inclusion, and belonging. Through its personalized, outcome-driven approach, Huddle Up aims to enhance the well-being of children and adolescents, fostering healthier lives.
Precision
Venture Round in 2020
Precision helps B2B suppliers, distributors, and wholesalers uncover growth opportunities, increase revenue, and maximize margins by leveraging the inherent power of data and data insights. Their solutions includes solutions, syndicated market insights, channel sales analytics, manda clean room services, tools, and methodology.
Volly is a technology company that specializes in providing digital engagement platforms and lending technology for the mortgage and banking industries. Its fully integrated, cloud-based software-as-a-service platform combines features such as customer relationship management, marketing collateral, borrower journey campaign management, portfolio retention, point of sale applications, and transaction management. This comprehensive solution allows clients to streamline their operations by eliminating the need for multiple marketing vendors, thus saving time and enhancing data security. The recent acquisition of Home Captain further expands Volly's capabilities into the real estate market, facilitating seamless interactions among borrowers, loan officers, and real estate agents.
TeleHealth Solution
Private Equity Round in 2020
TeleHealth Solution, Inc. is a telemedicine company headquartered in Charlotte, North Carolina, that specializes in delivering healthcare services in both acute and post-care settings. Founded in 2016, the company provides virtual care tailored for skilled nursing facilities, assisted living facilities, and continuing care retirement communities. Additionally, TeleHealth Solution offers telehealth services that include hospitalist care and telepsych services specifically designed for seniors, enhancing access to medical consultations and support in various healthcare environments.
Sprout
Private Equity Round in 2019
SMR Holdings, LLC, operating as SMR Worldwide, specializes in information technology asset disposition (ITAD) and electronic waste recycling services. Founded in 2014 and based in Statesville, North Carolina, the company provides a range of services including component harvesting, data destruction, decommissioning, redeployment, and recycling of electronic waste. SMR Worldwide aims to convert obsolete technology into valuable materials for future supply chains, focusing on innovation to meet diverse customer needs. The company emphasizes a collaborative approach, working closely with clients to develop tailored technology retirement solutions that ensure optimal performance and efficiency.
Aces Risk Management
Private Equity Round in 2019
Aces Risk Management specializes in developing web-based quality management software tailored for the financial services industry, particularly in the mortgage sector. The company provides a comprehensive suite of tools for mortgage quality control, compliance, and transaction risk management. By leveraging enterprise software, services, and data analytics, Aces Risk Management helps its clients enhance loan integrity, reduce operational costs, and mitigate the risks associated with loan repurchases. This focus on quality control and risk management positions the company as a leader in delivering reliable solutions that support better financial outcomes for its clients.
Aces Risk Management
Private Equity Round in 2019
Aces Risk Management specializes in developing web-based quality management software tailored for the financial services industry, particularly in the mortgage sector. The company provides a comprehensive suite of tools for mortgage quality control, compliance, and transaction risk management. By leveraging enterprise software, services, and data analytics, Aces Risk Management helps its clients enhance loan integrity, reduce operational costs, and mitigate the risks associated with loan repurchases. This focus on quality control and risk management positions the company as a leader in delivering reliable solutions that support better financial outcomes for its clients.
Collect RX
Acquisition in 2018
Collect Rx Inc. is a revenue cycle management (RCM) company based in Bethesda, Maryland, founded in 2006. It specializes in reimbursement and collection services for healthcare providers, offering both in-network and out-of-network billing solutions. The company employs its proprietary software to provide services such as appeals management and negotiation management, aimed at increasing claim reimbursements for its clients. Collect Rx serves a diverse range of healthcare entities, including surgery centers, hospitals, physician-owned practices, laboratory diagnostic facilities, and behavioral health centers. By leveraging the expertise of professionals with backgrounds in health insurance and out-of-network pricing, Collect Rx helps providers optimize their financial processes and enhances their ability to collect on outstanding claims.
HCT Group
Debt Financing in 2018
HCT Group is a social enterprise operating in the transport industry, founded in 1982 as Hackney Community Transport to provide low-cost minibuses for local community groups. Recognizing the need for sustainability, HCT Group began competing for commercial contracts in 1993, transforming into an effective enterprise while continuing its community services. Today, it has grown significantly with 800 employees, ten depots across London, Yorkshire, Humberside, the Southwest and the Channel Islands, and a fleet of 500 vehicles. The company delivers over 20 million passenger trips annually through various services including red bus routes, school transport, Park and Ride services, and community transport. Additionally, HCT Group offers training services such as minibus driver training and independent travel training.
LoyaltyExpress
Private Equity Round in 2017
Volly is a company that provides retention marketing programs and services for the mortgage industry. They offer marketing automation, creative, and cross-media campaign services, as well as private label fulfillment solutions. In addition, they provide consulting services for business development strategies, marketing plan creation, branding, campaign creation, and database management. Volly's CustomerManager is a Web-based mortgage platform that delivers real-time customer information to individual business users and managers in mortgage and banking enterprises. Their LoyaltyPrint service offers on-demand mortgage marketing materials and direct mail programs, while their PromotionalMaterials platform serves as a centralized repository for sales and marketing collateral for retail banks and mortgage companies.
Teladoc Health
Series C in 2014
Teladoc Health is a leading virtual healthcare provider that modernizes access to healthcare services through its telehealth platform. The company offers on-demand medical care via mobile devices, the internet, video, and phone, focusing on delivering high-quality, cost-effective solutions. Teladoc's integrated clinical offerings include telehealth services, expert medical opinions, and remote patient monitoring programs for chronic care management. With a workforce of over 2,000 employees, Teladoc operates in 125 countries and provides services in more than 20 languages. The company collaborates with employers, hospitals, health systems, and insurers to transform healthcare delivery, generating revenue primarily from subscription-based access fees. Additionally, it offers visit fees and equipment rental to hospital systems, ensuring comprehensive care solutions for its members.
Care Services
Venture Round in 2014
Care Services is a medication management company that delivers comprehensive pharmacy benefit management and last-mile delivery solutions to long-term care facilities, hospice providers, and correctional institutions across the United States. As the parent company of MedCallRx, InMedRx, GeriScriptRx, Hospice Pharmacy Solutions, and Complete Delivery Solution, Care Services offers a range of essential pharmacy services. These include claims adjudication, backup medication fulfillment, on-call support, pharmacist consultations, and on-demand delivery, all designed to support its clients in prioritizing patient care. Through its cost-effective and efficient services, Care Services aims to enhance the operational capabilities of its partners in the healthcare sector.
P&R Dental Strategies
Venture Round in 2014
P&R Dental Strategies, Inc. is a leading company in dental informatics, based in New York, New York. It offers a range of dental treatment cost containment solutions, including claim review and management, dental provider profiling, and fraud and abuse prevention. The company also provides consulting services for dental network development and features a web-based imaging system along with cost management solutions. By leveraging software, big data, and analytics, P&R Dental Strategies aims to enhance the quality of dental care within the industry.
REPAY
Private Equity Round in 2013
REPAY is one of the fastest growing companies in the United States for the sixth consecutive year and currently ranked #1337 on the 2016 Inc. magazine’s 5000 List . REPAY is a rapidly growing payment processing services provider in the consumer finance industry offering a comprehensive line of solutions that include credit and debit cards, gift cards, ACH, bank account verification, electronic bill payment and instant funding. REPAY is headquartered in Atlanta and has locations in Chattanooga, Chicago, Fort Worth, and its technical team in Phoenix. REPAY’s management team has proven to be successful on several levels since inception by focusing on sales, risk mitigation, merchant support and utilization of its proprietary software platform.
GeoVera Insurance
Venture Round in 2012
GeoVera Insurance is a provider of specialty residential property insurance, primarily focusing on earthquake insurance policies. The company utilizes a technical approach to evaluate exposures and determine suitable premium rates, ensuring a diversified portfolio of catastrophe-related coverage. By concentrating on homeowners and residential markets exposed to natural disasters, GeoVera Insurance aims to deliver attractive returns while effectively managing risk. It operates in both admitted and surplus lines, catering to a range of customer needs in the catastrophe-exposed property sector.
OptiMine Software, Inc. is a Minneapolis-based company that specializes in cloud-based omni-channel marketing analytics and optimization solutions. Founded in 2008, OptiMine offers a suite of tools designed to enhance marketing performance for various industries, including retail, financial services, telecommunications, travel, and hospitality. Its flagship product, OptiMine Insight, serves as an agile marketing measurement platform that evaluates the cross-channel effectiveness of both online and offline advertising. Additionally, OptiMine Impact provides a bid optimization platform that allows users to tailor performance parameters to specific business objectives, such as revenue growth and cost efficiency. The company is recognized for its privacy-forward approach, utilizing no cookies or personally identifiable information, which positions it as a leader in the evolving landscape of marketing measurement. OptiMine's innovative solutions are designed to help marketers achieve significant returns on investment while providing actionable insights to inform their strategies.
Teladoc Health
Series A in 2011
Teladoc Health is a leading virtual healthcare provider that modernizes access to healthcare services through its telehealth platform. The company offers on-demand medical care via mobile devices, the internet, video, and phone, focusing on delivering high-quality, cost-effective solutions. Teladoc's integrated clinical offerings include telehealth services, expert medical opinions, and remote patient monitoring programs for chronic care management. With a workforce of over 2,000 employees, Teladoc operates in 125 countries and provides services in more than 20 languages. The company collaborates with employers, hospitals, health systems, and insurers to transform healthcare delivery, generating revenue primarily from subscription-based access fees. Additionally, it offers visit fees and equipment rental to hospital systems, ensuring comprehensive care solutions for its members.
Hospice Partners of America
Seed Round in 2010
Hospice Partners of America is a healthcare company that specializes in providing hospice and palliative care services for senior and terminally ill patients. The company operates community hospice centers across various regions in the United States, including Texas, Oregon, Idaho, Kansas, and Missouri. Its focus is on delivering compassionate end-of-life care, ensuring that patients receive the necessary support and comfort during their final stages of life.
Senior Whole Health
Series B in 2007
Senior Whole Health, LLC is a health maintenance organization that provides healthcare plans specifically designed for seniors eligible for both Medicare and Medicaid in Massachusetts, New York, and Connecticut. Founded in 2003 and headquartered in Cambridge, Massachusetts, with additional offices in Raynham, the company focuses on delivering affordable and innovative healthcare services to individuals over 65 years of age. Its comprehensive healthcare package encompasses in-home support services, physician and hospital care, prescription drugs, and dental services. Senior Whole Health simplifies the healthcare experience for its members by allowing them to use a single senior whole health card in place of separate Medicare, Medicaid, and Part D cards. This approach enables the elderly to access customized care plans that ensure they receive the right mix of medical, social, and community-based services, promoting their health and independence while allowing them to live comfortably in their own homes.
Awarix
Venture Round in 2006
Awarix develops software and online tools tailored for the healthcare industry. Based in Alabama, USA, the company offers a digital platform designed to manage all patient data efficiently. Awarix provides communication and reporting tools that enable operational and administrative staff to quickly access critical information across the entire healthcare enterprise.
Senior Whole Health
Venture Round in 2004
Senior Whole Health, LLC is a health maintenance organization that provides healthcare plans specifically designed for seniors eligible for both Medicare and Medicaid in Massachusetts, New York, and Connecticut. Founded in 2003 and headquartered in Cambridge, Massachusetts, with additional offices in Raynham, the company focuses on delivering affordable and innovative healthcare services to individuals over 65 years of age. Its comprehensive healthcare package encompasses in-home support services, physician and hospital care, prescription drugs, and dental services. Senior Whole Health simplifies the healthcare experience for its members by allowing them to use a single senior whole health card in place of separate Medicare, Medicaid, and Part D cards. This approach enables the elderly to access customized care plans that ensure they receive the right mix of medical, social, and community-based services, promoting their health and independence while allowing them to live comfortably in their own homes.
Cogent Partners
Venture Round in 2004
Cogent Partners is a boutique investment banking firm that specializes in providing financial advisory services to the private equity sector, with a focus on the secondary market for alternative assets. Established in 2001 and headquartered in Dallas, Texas, the firm also has offices in New York, Tokyo, and London. Cogent Partners offers a range of services, including due diligence, fund and portfolio valuation, secondary sale structuring and execution, and advisory services for restructuring private equity vehicles. The firm has advised on over 4,600 limited partnership interests, representing more than $75 billion in transaction value. Additionally, Cogent Partners supports general partners in utilizing the secondary market to restructure funds and provide liquidity options for limited partners. Its research division produces in-depth analysis that aids clients in monitoring their portfolios and making informed decisions regarding new fund commitments, establishing Cogent Partners as a leader in the secondary market.
Senior Whole Health
Venture Round in 2004
Senior Whole Health, LLC is a health maintenance organization that provides healthcare plans specifically designed for seniors eligible for both Medicare and Medicaid in Massachusetts, New York, and Connecticut. Founded in 2003 and headquartered in Cambridge, Massachusetts, with additional offices in Raynham, the company focuses on delivering affordable and innovative healthcare services to individuals over 65 years of age. Its comprehensive healthcare package encompasses in-home support services, physician and hospital care, prescription drugs, and dental services. Senior Whole Health simplifies the healthcare experience for its members by allowing them to use a single senior whole health card in place of separate Medicare, Medicaid, and Part D cards. This approach enables the elderly to access customized care plans that ensure they receive the right mix of medical, social, and community-based services, promoting their health and independence while allowing them to live comfortably in their own homes.