NexPhase Capital

NexPhase Capital is an independent private equity firm based in New York, established in 2007 by former principals of Moelis Capital Partners. The firm focuses on making control investments in lower middle-market, growth-oriented companies across sectors such as healthcare, software, and consumer services. With a strategic relationship with Moelis and Company, NexPhase Capital aims to partner with entrepreneur-owned businesses to drive growth and create value. As a Registered Investment Adviser (RIA), NexPhase Capital adheres to regulatory standards while pursuing its investment strategies.

Matt Boylan

Vice President

Sam Canavá

Associate

Quint Carr

Vice President

Jeffrey Fung

Senior Associate

Bob Gartland

Partner

Robert Gartland

Partner

Andrew Goldfarb

CFO

Hill, Barbara Benton

Operating Partner

James Johnston

Partner

Jamie Kaufman

Partner

Nicolas Kaukonen

Associate

Andy Kieffer

Partner

Killion, Joel G.

Partner

Heather Kim

Associate

Koulouris, George

Vice President

Kurt Larsen

Founding Partner

Bobby Narvaez

Director of Finance and Operations

Selina Peng

Associate

Darby Read

Associate

Chip Robie

Partner

Michael Roe

Operating Partner

Alan Rogers

Principal

Jenny Scherl

Senior Associate

Ted Yun

Managing Partner

Jordan Zauderer

Principal

18 past transactions

Insurance Systems

Private Equity Round in 2024
Founded in 1997, Insurance Systems Inc. (ISI) is 100% dedicated to providing technology solutions to the P&C insurance industry. They take an integrated approach to policy administration. This means that they don’t believe it ends once the policy is out the door. Billing, claims, reinsurance, loss control and financials are key components of the business, which is why they developed a suite of solutions that bring these pieces together on one modern platform. They also give insurers a few things they wouldn’t normally expect in a policy administration software including CRM, a robust rules engine, a flexible document engine, document management functionality and business intelligence tools – all in one configurable, modern, scalable platform.

Oliver Winery

Acquisition in 2021
Oliver Winery is an employee-owned winery located in Bloomington, Indiana, known for producing a diverse range of wines. The winery offers a variety of options, including red, white, and fruit wines, as well as ciders and meads. With a focus on low alcohol by volume (ABV) wines, Oliver Winery aims to provide customers with accessible choices that range from classic varietals to refreshing apple ciders, all at an affordable price.

DealerOn

Private Equity Round in 2020
At DealerOn, they are laser-focused on two things: helping their dealers sell more cars, more profitably than anyone else can, and providing their dealers an amazingly remarkable experience as they help them set sales records. That’s the DealerOn difference.

Popcornopolis

Private Equity Round in 2019
Popcornopolis is a food production company based in Horsham, Pennsylvania, specializing in gourmet popcorn. The company offers a wide range of flavored popcorn and popcorn gift baskets suitable for various occasions. Its products are available through grocery stores, clubs, mass convenience retailers, and drug stores, as well as directly through its website, allowing customers to place orders online. With a focus on high-quality ingredients and innovative flavors, Popcornopolis aims to satisfy diverse consumer tastes and preferences in the snack market.

American Global Logistics

Acquisition in 2019
American Global Logistics delivers customized logistics solutions that empower businesses to solve their biggest supply chain challenges. Their proprietary cloud-based technology offers unprecedented visibility and control throughout the supply chain, while our end-to-end logistics solutions help us provide a greater depth of service to global enterprises. The company's solutions extend beyond the walls of the ocean, air, and domestic transportation services; reaching to customs brokerage, compliance consultation, carrier allocation management, warehousing, distribution, and advanced purchase order management systems.

SYNERGY HomeCare

Acquisition in 2018
SYNERGY HomeCare, a non-medical home care agency as opposed to a "home health care” agency was founded in 1999 to provide much needed respite and personal care, as well as compassion and companionship for the elderly, or those recovering from illness, surgery, or childbirth and the disabled. SYNERGY HomeCare is committed to providing the highest quality non-medical home care services and treating all clients, of all ages, with dignity and respect.

Gulf Coast Pain Institute

Acquisition in 2018
Gulf Coast Pain Institute, founded in 2013 and located in Pensacola, Florida, specializes in a range of interventional and non-interventional pain management treatments. The institute offers comprehensive services that include physical therapy, chiropractic care, laboratory testing, and medication management. Its team comprises board-certified specialists in pain management and anesthesiology, who collectively possess over 75 years of experience in diagnosing and treating complex pain disorders, including spinal degenerative diseases and cancer-related pain. The facility also features a licensed physical therapist, licensed massage therapist, and a dedicated chiropractic and physical therapy department to address both acute and chronic pain conditions.

Zing Zang

Acquisition in 2016
Zing Zang, Inc. is a beverage company based in Glenview, Illinois, specializing in non-alcoholic drink mixes and cocktail mixers. Founded in 1996, Zing Zang produces a range of products, including sweet and sour mixes, which are available through online platforms and wholesale distributors. The company's mixers are widely distributed across over 200,000 retail and on-premise locations in the United States and Canada, including restaurants, bars, country clubs, and local grocery and liquor stores. In addition to its drink mixes, Zing Zang offers branded merchandise such as T-shirts, hats, tumblers, and party supplies through its online store.

FAST Technology

Private Equity Round in 2015
FAST, which stands for "Flexible Architecture, Simplified Technology", is a privately-held company located in Iselin, NJ founded by the former leaders of NaviSys. Their team of passionate, experienced entrepreneurs focuses on solving the challenges their financial services clients face as they seek to modernize their systems environments or completely replace legacy systems.

Hexure

Private Equity Round in 2014
Hexure, formerly known as Insurance Technologies, specializes in providing digital sales automation solutions for the insurance, financial services, and wealth management sectors. Established in 1995 and headquartered in Colorado Springs, Colorado, the company enables insurance carriers and distributors, including broker-dealers, banks, and credit unions, to enhance customer-centric sales experiences. Hexure's software modernizes the sales process by offering point-of-sale illustration tools, asset allocation analysis, and application automation, which streamline workflows, reduce paper processing, and ensure compliance with regulatory standards. Its solutions facilitate faster issuance and improved sales accuracy across a range of products, including life insurance, annuities, and retirement offerings, ultimately transforming how these products are marketed and delivered.

Mxi Technologies

Acquisition in 2012
Mxi Technologies provides maintenance professionals with the tools and services they need to succeed – now and in the future. As the market and technology leader in providing integrated and intelligent software, support and services to the aviation industry, Mxi Technologies offers a proven solution and a demonstrated approach for aviation organizations that are looking to evolve their maintenance operations.
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