New York Life Investment Management

New York Life Investment Management (NYLIM), established in 2000, is a prominent U.S.-based asset management firm, ranking among the largest in the country. It offers a wide array of investment products and solutions, catering to both institutional and retail clients. NYLIM's diverse range includes mutual funds, fixed income, equities, index solutions, ETFs, infrastructure, and longevity risk management. With a unique boutique investment structure, the firm delivers tailored investment performance through its various products. NYLIM operates as a wholly-owned subsidiary of New York Life Insurance Company, providing services to investment companies, pension plans, and corporations.

Francis Harte

Senior Managing Director and CFO, Asset Management

11 past transactions

Kartesia

Venture Round in 2020
Kartesia, established in 2013, is a London-based, independent, and privately-owned firm specialising in financing small and middle-market companies across Europe. It offers long-term liquidity and credit solutions, employing a rigorous and disciplined credit analysis approach.

Vlocity

Series C in 2019
Vlocity, Inc. develops industry-specific cloud and mobile software aimed at enhancing digital transformation for various sectors, including communications, media, entertainment, energy, utilities, insurance, health, and government. Founded in 2014 and headquartered in San Francisco, California, Vlocity's offerings include tools such as Omniscript, which allows users to design and configure customer interaction scripts, and Industry Console, which provides streamlined access to customer data and service opportunities. The company also delivers solutions for customer order management, benefits case management, and relationship management applications tailored for government and healthcare. By focusing on creating unified customer experiences and improving operational efficiency, Vlocity helps organizations achieve greater agility and faster time to value across both digital and traditional channels. As of June 2020, Vlocity operates as a subsidiary of Salesforce.

Vlocity

Series B in 2016
Vlocity, Inc. develops industry-specific cloud and mobile software aimed at enhancing digital transformation for various sectors, including communications, media, entertainment, energy, utilities, insurance, health, and government. Founded in 2014 and headquartered in San Francisco, California, Vlocity's offerings include tools such as Omniscript, which allows users to design and configure customer interaction scripts, and Industry Console, which provides streamlined access to customer data and service opportunities. The company also delivers solutions for customer order management, benefits case management, and relationship management applications tailored for government and healthcare. By focusing on creating unified customer experiences and improving operational efficiency, Vlocity helps organizations achieve greater agility and faster time to value across both digital and traditional channels. As of June 2020, Vlocity operates as a subsidiary of Salesforce.

Digital Currency Group

Seed Round in 2015
Digital Currency Group (DCG) is a corporate venture capital firm based in Stamford, Connecticut, founded in 2015. The company focuses on building and supporting businesses within the bitcoin and blockchain sectors by providing insights, networking opportunities, and access to capital. With over 150 investments across more than 30 countries, DCG primarily targets companies involved in financial technology, web3 infrastructure, decentralized finance, and related fields. In addition to its investment activities, DCG owns and operates several key entities in the digital currency ecosystem, including CoinDesk, a leading media and events platform, Genesis Trading, a prominent bitcoin brokerage firm, and Grayscale Investments, the largest asset management firm specializing in digital currencies.

Skycure

Series A in 2015
Skycure Ltd. specializes in enterprise mobile threat defense solutions designed to protect against a variety of mobile cyber threats, including malware, network-based attacks, and device vulnerabilities. Founded in 2012 and based in Tel Aviv, Israel, the company offers a suite of products that integrates with platforms such as AirWatch, MobileIron, Citrix, and Microsoft Exchange and Office 365. These solutions facilitate real-time detection and remediation of potential threats, thereby helping organizations secure both corporate-owned and bring-your-own-device (BYO) environments. Skycure utilizes a dual protection mechanism that combines client-side modules on devices with server-side analysis, leveraging crowd intelligence and machine learning to enhance its predictive capabilities. The company's research team is recognized for its contributions to mobile security, ensuring that Skycure remains equipped to address emerging threats. As of 2017, Skycure operates as a subsidiary of Symantec Corporation.

IndexIQ

Acquisition in 2014
IndexIQ, Inc. is an asset management firm based in Rye Brook, New York, focusing on the development of indexes and quantitative investment solutions for a diverse client base that includes institutional, high net worth, and retail investors. The firm specializes in Rules-Based Alpha solutions that identify and leverage key drivers of company performance and market forces. It offers a range of products, including small cap exchange-traded funds (ETFs) tailored to the Canadian and Australian markets, as well as fixed income ETFs designed for low volatility and high yield. Additionally, IndexIQ provides index licensing services and customized indexes for various investment vehicles such as mutual funds, separately managed accounts, and private label funds. The company also features a merger arbitrage ETF that allows investors to gain exposure to global corporate mergers and acquisitions. Since its incorporation in 2006, IndexIQ has established itself as a prominent player in the investment management industry.

Emaar MGF Land

Private Equity Round in 2010
Emaar MGF Land Limited is a joint venture between Emaar Properties PJSC ("Emaar") of Dubai and MGF Developments Limited ("MGF") of India. Emaar is one of the world's leading real estate companies, having developed approximately 89 million square feet of real estate across the residential, commercial and other business segments and with operations in 14 countries. MGF has established itself as one of the key players in retail real estate development in Northern India and has delivered approximately 2 million square feet of retail space. The Company commenced operations in India in February 2005 and is into real estate development with a pan-India presence and operations spanning all key segments of the Indian real estate industry, namely the residential, commercial, retail and hospitality sectors. The Company's operations encompass various aspects of real estate development, such as land identification and acquisition, project planning, designing, marketing and execution. At present, its focus is on the development of residential projects in Delhi and elsewhere in the NCR, Mohali, Hyderabad, Chennai and other key Indian cities.

Avesthagen

Venture Round in 2007
Avesthagen Limited is a life sciences company based in Bengaluru, India, specializing in the integration of food, pharmaceuticals, and population genetics to advance predictive, preventive, and personalized healthcare. The company employs a multi-omics approach, combining bioinformatics and molecular biology to develop therapeutics and diagnostics for cancer, autoimmune disorders, and degenerative conditions such as diabetes and osteoporosis. Avesthagen focuses on producing biosimilars and health-enhancing food products, including functional foods with improved nutritional profiles. Its capabilities extend to generating stable mammalian cell lines, developing novel expression systems, and providing drug discovery and seed industry services, including gene discovery and varietal identification. The company aims to deliver innovative solutions through in-house research and collaborations, employing a workforce of approximately 450 people. Established in 1998, Avesthagen continues to build a comprehensive infrastructure that fosters interdisciplinary collaboration to improve health outcomes and environmental sustainability.

Trianz

Venture Round in 2007
Trianz is a technology platforms and services company focused on accelerating digital transformations for Fortune 100 and emerging companies across the globe. Specializing in areas such as data and analytics, digital experiences, cloud infrastructure, and security, Trianz offers management consulting, technology engineering, and operations outsourcing services. The company employs an "IP Led Transformations" strategy, which is informed by extensive research across various industries, to address contemporary challenges such as AI-driven transformation and digital talent scarcity. With proprietary platforms like Concierto, Extrica, and Pulse, Trianz facilitates seamless cloud adoption and data analytics, enabling organizations to effectively navigate digital complexities. Clients consistently rate Trianz highly for its value delivery, reflecting the company's commitment to providing effective solutions in a rapidly evolving marketplace. As the services industry undergoes transformation, Trianz continues to grow, positioning itself as a leader in digital transformation services.

Eximsoft Technologies

Venture Round in 2007
Eximsoft Technologies provides mobile software solutions and consulting services in North America, Europe, Japan, and India. It offers SmartGini, a smart card loyalty program that enables businesses to record information on customer behavior; and Smart OS, a smart card operating system for microprocessor smart cards. The company also provides technology, product realization, software development, maintenance and application management, verification and validation, testing, migration, and support services. In addition, it executes projects in the areas of enterprise mobile applications, mobile commerce, personal information management, mobile entertainment and gaming, wireless devices system development, location based services, and content creation and delivery applications. Further, the company offers services for manufacturing, and retail and logistics sectors, such as enterprise resource planning, supply chain management, customer relationship management, BI and knowledge management solutions, e-commerce solutions, and transactional systems. Furthermore, it develops online payment systems solutions, mobile solutions, mobile enabling existing enterprise solutions, and online learning management systems. EximSoft-Trianz, India was formerly known as Eximsoft Technologies Pvt, Ltd. The company was founded in 1997 and is based in Bangalore, India with offices in Santa Clara, Tokyo, and Singapore. It has business offices in the United Kingdom, the United States, Canada, Japan, and India. As of October 7, 2004, EximSoft-Trianz, India is a subsidiary of Trianz, Inc.

Towneley Capital Management

Acquisition in 2000
Towneley Capital Management is a banking firm based in Laguna Hills that specializes in investment advisory services. It caters to a diverse clientele, including individuals, families, businesses, and non-profit organizations. The company offers a range of services, such as asset management and financial planning, along with strategies for mutual funds and exchange-traded funds. Towneley Capital Management distinguishes itself by providing customized solutions tailored to clients' needs, utilizing proprietary research to inform its portfolio management approach.
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