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.
Aztec Software
Private Equity Round in 2022
Aztec Software, LLC is an educational technology company founded in 1980 and based in Springfield, New Jersey. The company specializes in developing an e-learning platform that focuses on adult basic education (ABE), high school equivalency (HSE) preparation, and various skills development programs for both adults and young adults. Aztec's offerings include print materials, e-publications, practice tests, and administrative services designed to facilitate learning and skills acquisition. The Aztec Learning System is utilized across a range of educational settings, including community colleges, correctional facilities, job corps centers, and middle and high schools. The system is modular and can be accessed on standalone PCs, local and wide area networks, or via the Internet, making it a versatile tool for educators and learners alike. Aztec Software aims to improve the lives of its users through effective computerized skills remediation and comprehensive training solutions.
Selerix Systems
Private Equity Round in 2021
Selerix Systems is a developer of benefits administration software known as BenSelect, which is designed to enhance communication, enrollment, and management of both core and voluntary insurance products. The platform is utilized by carriers, brokers, and employers to streamline employee engagement and enrollment processes. Selerix's software also supports compliance and provides decision-making assistance, allowing clients to efficiently manage their enrollment needs.
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 company specializes in crafting low alcohol by volume (ABV) wines, including red, white, and fruit wines, as well as ciders and meads. By offering a wide selection of classic varietal wines and refreshing apple ciders, Oliver Winery caters to a variety of consumer preferences while maintaining affordability. Its commitment to quality fruit sourcing and innovative production methods has positioned the winery as a notable player in the industry.
DealerOn
Private Equity Round in 2020
DealerOn, Inc. is a digital marketing services provider focused on the retail automotive industry. Founded in 2004 and headquartered in Rockville, Maryland, with additional offices in Richardson, Texas, and Grand Rapids, Michigan, the company offers a range of interactive marketing solutions. These include search engine optimization, pay-per-click advertising, display advertising, and social media marketing services such as Facebook and YouTube advertising. DealerOn's proprietary sales enablement software platform is designed to help automotive dealers increase sales and enhance brand value, ensuring a remarkable experience for its clients.
Surgent Professional Education
Private Equity Round in 2019
Surgent Professional Education is an end-to-end educational platform dedicated to serving accounting and finance professionals. The company specializes in offering comprehensive resources for licensing and continuing education, including certification exam preparation for various accounting degrees. One of its key offerings is the Surgent CPA Review, which provides targeted support for individuals preparing for the CPA exam. Through its diverse range of educational products, Surgent aims to enhance the skills and knowledge of professionals in the accounting and finance sectors, facilitating their career advancement and compliance with continuing education requirements.
Popcornopolis
Private Equity Round in 2019
Popcornopolis is a food production company based in Horsham, Pennsylvania, specializing in gourmet popcorn. The company offers a diverse 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, in addition to being accessible for online orders via its website.
American Global Logistics
Acquisition in 2019
American Global Logistics, LLC is a logistics provider specializing in multi-modal transportation services, including ocean, air, and ground freight forwarding. Founded in 2007 and headquartered in Atlanta, Georgia, the company offers a comprehensive suite of services that encompasses customs brokerage, compliance consulting, carrier allocation management, warehousing, and distribution. Its ocean services cover full container load (FCL), less than container load (LCL), and break bulk cargo, while air services include time-sensitive transportation and origin consolidation. Ground transportation options feature both full truckload (FTL) and less-than-truckload (LTL) services, along with real-time tracking capabilities. The company also provides advanced purchase order management and cloud-based supply chain software, which enhance visibility and control throughout the logistics process. American Global Logistics serves various industries, including apparel, electronics, automotive, food and beverage, and household goods, both in the United States and internationally.
Brandt Information Services
Private Equity Round in 2018
Brandt Information Services, LLC is a company that specializes in providing solutions and marketing strategies aimed at enhancing outdoor participation and revenue streams for parks and fish and wildlife agencies. Founded in 1985 and headquartered in Tallahassee, Florida, with an additional office in Atlanta, Georgia, the company offers a range of services, including web and mobile solutions for fishing and hunting license sales, as well as a platform for registering and titling boats and off-road vehicles. Brandt Information Services also provides reservation systems for parks and recreational agencies, administrative systems for managing quota hunt events, and customer support services. Furthermore, the company offers IT staffing, business process outsourcing, and project staffing solutions, enabling clients to automate processes and develop effective marketing strategies to engage the public in outdoor activities.
SYNERGY HomeCare
Acquisition in 2018
SYNERGY HomeCare is a non-medical home care agency established in 1999, dedicated to providing essential respite and personal care services for the elderly, individuals recovering from illness, surgery, or childbirth, and those with disabilities. The agency focuses on delivering high-quality non-medical care that emphasizes compassion and companionship, while ensuring that clients of all ages are treated with dignity and respect. SYNERGY HomeCare's team of professionals offers a range of services, including care and companionship, fall and injury prevention support, and wellness and specialized care, all aimed at enhancing the living conditions of the aging population across the country.
Gulf Coast Pain Institute
Acquisition in 2018
Gulf Coast Pain Institute, founded in 2013 and located in Pensacola, Florida, specializes in comprehensive pain management solutions. The institute offers both interventional and non-interventional treatments, alongside physical therapy, chiropractic services, laboratory testing, and medication management. Staffed by a team of board-certified pain management physicians with over 75 years of combined experience, the institute focuses on diagnosing and treating complex pain disorders, including spinal degenerative diseases, injuries, and cancer-related pain. In addition to its medical team, Gulf Coast Pain Institute includes a Board Certified Chiropractic Physician, Licensed Physical Therapist, and Licensed Massage Therapist, providing a multidisciplinary approach to managing both acute and chronic pain conditions.
Clearway Pain Solutions
Acquisition in 2018
Clearway Pain Solutions Institute, LLC is a pain management medical center founded in 2013 and located in Pensacola, Florida. The institute focuses on relieving pain, restoring function, and enhancing the quality of life for patients through compassionate, patient-centered care. It offers a range of services, including interventional pain management, medication management, regenerative medicine, chiropractic care, massage therapy, and physical therapy. By employing a collaborative approach, Clearway Pain Solutions integrates the expertise of leading physicians, advanced practitioners, chiropractors, physical therapists, and dedicated support staff to empower patients to lead happier and healthier lives.
Inside Real Estate
Private Equity Round in 2016
Inside Real Estate is a technology agency focused on the real estate sector. The company provides a software-as-a-service (SaaS) platform designed for residential real estate agents and brokers, offering tools for lead generation, customer management, and integrated real estate customer relationship management (CRM). Additionally, Inside Real Estate features a performance analytics system and transaction management integrations, enabling users to effectively source, convert, and manage their clientele. Through its cloud-based solutions, the company aims to enhance the operational efficiency and marketing capabilities of real estate professionals.
Zing Zang
Acquisition in 2016
Zing Zang Inc., founded in 1996 and headquartered in Glenview, Illinois, specializes in producing and selling drink mixes across the United States and Canada. The company's product line includes a variety of sweet and sour mixers, cocktail mixes, and non-alcoholic beverages. These products are distributed through online platforms, wholesale distributors, and are available in restaurants, bars, country clubs, as well as local liquor and grocery stores. In addition to drink mixes, Zing Zang offers a range of branded merchandise such as T-shirts, hats, caps, sunglasses, iPhone cases, tumblers, party cups, can koozies, aprons, golf balls, and lanyards online. The company is recognized for its premium quality mixers, which are available in over 200,000 retail and on-premise locations nationwide.
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, established in 1995 and headquartered in Colorado Springs, Colorado, specializes in digital sales automation solutions tailored for the insurance, financial services, and wealth management industries. The company's core offerings include point-of-sale illustration software designed to automate and modernize sales processes for advisors, agents, and customers across various lines of life insurance, annuities, retirement, and wealth management products. Hexure's solutions enable customer-centric sales experiences, reduce paper processing, improve digital workflows, meet regulatory requirements, enhance speed to issuance, and increase in-good-order sales for insurance carriers and distributors.
Swipeclock
Venture Round in 2014
SwipeClock is a prominent provider of cloud-based workforce management software designed for small businesses. The company offers integrated solutions that streamline time and attendance management, advanced scheduling, and leave management, helping clients efficiently manage their workforce. Its products, which include TimeWorksPlus, TimeWorks Mobile, and TimeSimplicity, support over 700 partners and serve more than 24,000 businesses. By automating workforce management processes and integrating with popular payroll systems, SwipeClock enables clients to reduce labor costs, comply with regulatory requirements, and enhance profitability.
Mxi Technologies
Acquisition in 2012
Mxi Technologies Ltd. specializes in aviation maintenance management software solutions designed to enhance the engineering, planning, execution, materials management, and maintenance-related activities of aviation organizations. The company offers two primary products: the Maintenix Operator Edition, focused on asset management, and the Maintenix MRO Edition, which facilitates the sale of maintenance services. In addition to its software offerings, Mxi Technologies provides comprehensive professional services, training programs, and ongoing support. The company serves a diverse clientele that includes commercial airlines, maintenance, repair, and operations (MRO) service providers, original equipment manufacturers (OEMs), helicopter operators, corporate aviation, and defense organizations globally. Founded in 1996 and headquartered in Ottawa, Canada, Mxi Technologies operates as a subsidiary of Industrial and Financial Systems, IFS AB.