Alex Bevis

Vice President

Jane Buckley

Senior Associate

Fernando Cordova

Analyst

Atif Gilani

Founding Partner

Grayson Harcourt

Principal

Ruchi Hazaray

Principal

Pat Heath

Vice President

Jackson Kelly

Analyst

Randall Kutch

RCap Partner

Daniel Maine

CFO

Lee Minkoff

Principal

Reid Niermann

Associate

Ahan Patel

Associate

Jesse Serventi

Founding Partner

Manan Shah

Partner

Kevin Spear

Analyst

Adam Swack

Senior Associate

Gary Tang

Principal

Jason Tanker

Managing Director

Moe Tufail

Managing Director

Mohammed Tufail

Managing Director

Bradley Whitman

Founding Partner

Owen Wing

Associate

29 past transactions

Superior Health Holdings

Acquisition in 2025
Superior Health Holdings is a full-service family of companies that provides hospice and home health care through registered nurses, licensed practical nurses, physical therapists, occupational therapists, speech therapists, medical social workers, and home health aides.

Performive

Acquisition in 2024
Performive partners with mid-sized businesses worldwide, offering secure VMware-based cloud solutions alongside on-demand engineering resources and round-the-clock customer support. With over 20 global data centers, Performive enables clients to expand into new markets while focusing their IT teams on driving innovation.

Angeion Group

Acquisition in 2024
Angeion Group is a settlement administration company based in Philadelphia, Pennsylvania, founded in 2013. The firm specializes in providing comprehensive settlement management services for class actions, mass torts, and bankruptcy administration. By assisting legal counsel and the court, Angeion Group aims to enhance efficiency and accountability in the settlement process. In addition to its core services, the company offers integrated solutions for claims administration and litigation support, catering to the needs of various legal proceedings.

QualX

Acquisition in 2024
QualX is a business services company providing analytic and operational support services within the federal market spaces.

Case Works

Acquisition in 2024
Case Works specializes in providing case development services for mass tort and personal injury law firms. They offer a range of litigation support services including client onboarding, auditing, case operations management, filing, and other related assistance to help law firms effectively manage their cases.

Behavioral Framework

Private Equity Round in 2024
Behavioral Framework is a provider of mental health care services focused on supporting families and children diagnosed with autism spectrum disorder. The company specializes in behavior management and consulting, offering in-home applied behavior analysis (ABA) therapy. This therapeutic approach utilizes positive reinforcement, data analysis, and visual supports, while actively involving parents and caregivers in the treatment process. By employing these methods, Behavioral Framework aims to assist families in identifying and reducing severe problem behaviors, ultimately enhancing the quality of life for children with autism and their families.

KPLabs

Acquisition in 2023
KPLabs is a Technology company that brings practical automation to leading corporate legal and business activities. KPLabs believes in the power of automation to make life better for people. Keesal Propulsion Labs is a stand-alone company, committed to the automation of business and legal processes to improve the lives of its clients. Founded in 2018 and is located in San Francisco, California.

F2 Strategy

Private Equity Round in 2023
F2 Strategy is a consultancy focused on providing specialized services in wealth management technology. It caters to banks and family offices by offering a range of solutions including financial planning, portfolio management, data architecture, client relationship management, and account management. F2 Strategy aims to enhance the technical capabilities of its clients, enabling them to improve their services for both clients and advisors. Additionally, the company provides implementation support and market research, as well as outsourced Chief Technology Officer services, positioning itself as a comprehensive partner in the wealth management sector.

Thomas J. Paul

Acquisition in 2023
Thomas J. Paul is a marketing and advertising company that offers a range of digital media and marketing services. The firm provides marketing communications and sales training services tailored for consumers, business professionals, and healthcare professionals. Specializing in areas such as shopper marketing, brand marketing, strategic planning, professional marketing, sales training, and relationship marketing, Thomas J. Paul helps clients promote flexibility and nurture growth through effective marketing strategies.

ToxStrategies

Acquisition in 2023
ToxStrategies is a multidisciplinary scientific consulting firm that develops solutions to clients' scientific, technical, and regulatory challenges. The firm provides risk assessment services related to exposures from consumer products, food ingredients and additives, pharmaceuticals, medical devices, pesticides, and environmental contaminants, helping clients address health and safety considerations. It offers rapid response capabilities and comprehensive analysis to support decision-making across regulatory and compliance requirements.

ToxStrategies

Venture Round in 2023
ToxStrategies is a multidisciplinary scientific consulting firm that develops solutions to clients' scientific, technical, and regulatory challenges. The firm provides risk assessment services related to exposures from consumer products, food ingredients and additives, pharmaceuticals, medical devices, pesticides, and environmental contaminants, helping clients address health and safety considerations. It offers rapid response capabilities and comprehensive analysis to support decision-making across regulatory and compliance requirements.

HBR Consulting

Acquisition in 2022
HBR Consulting is a management consulting firm that provides strategic guidance, operational improvement, and technology solutions specifically for law firms and corporate law departments. The company focuses on enhancing legal operations by designing and optimizing key elements that influence performance. HBR Consulting aims to help its clients address strategic and operational challenges, enabling them to take decisive actions that align with their goals. By offering a blend of advisory services, managed services, and software solutions, HBR Consulting drives innovation while managing costs and mitigating risks for its clients.

Premier International

Acquisition in 2022
Premier International is an information technology company specializing in data migration solutions.

ProfitOptics

Acquisition in 2022
ProfitOptics is a data intelligence provider specializing in sales operations within distribution. They offer over 50 tools designed to enhance decision-making efficiency and effectiveness for industry leaders.

Deep Water Point & Associates

Private Equity Round in 2022
Deep Water Point & Associates is a consulting firm that empowers clients to secure bids effectively in vital sectors. They integrate insights into government mission drivers with market trends, offering actionable intelligence through business development services, market intelligence, capture services, executive support, and alliance partnerships.

Education Dynamics

Acquisition in 2021
EducationDynamics, LLC is a marketing and information services company focused on supporting higher education institutions in recruiting, enrolling, and retaining students. The company provides a range of services, including inquiry generation, interactive and search marketing, media placement, and educational directories. EducationDynamics also offers enrollment support through student acquisition, telephone and email recruitment, yield optimization, and data management. Additionally, the company aids in student retention by facilitating development programs, virtual mentoring, and career development resources. Based in Hoboken, New Jersey, with additional offices in Chester and Seattle, EducationDynamics aims to enhance the efficiency of the student admission process for educational institutions.

LeapPoint

Acquisition in 2021
LeapPoint is a digital advisory firm that specializes in enhancing business growth through strategic partnerships. The company focuses on improving the orchestration and performance of marketing lifecycles for organizations. By streamlining and automating workflows, LeapPoint helps clients break down operational silos and enhance team collaboration. Its platform is designed to create a more efficient content supply chain, enabling organizations to optimize their marketing processes and achieve better results.

Thought Logic Consulting

Private Equity Round in 2021
Thought Logic Consulting is a professional services firm that specializes in enhancing organizational efficiency through business transformation and project leadership. With a team of experienced consultants drawn from top industry firms, Thought Logic offers a range of solutions aimed at improving operational productivity. The company provides expertise in various areas including finance, marketing, supply chain, technology, human capital, and sales. Their services encompass business process management, merger and acquisition integration, strategy execution, and analytics-driven reporting. By delivering tailored, logic-based solutions, Thought Logic assists clients in overcoming complex challenges, ultimately enabling them to optimize project performance and reallocate savings to other strategic initiatives.

InflowCX

Private Equity Round in 2021
InflowCX offers strategic advisory, consulting, and managed services for contact center, customer experience, and unified communications solutions. With a focus on client satisfaction and problem-solving approach, InflowCX has become a trusted advisor in its market.

InflowCX

Acquisition in 2020
InflowCX offers strategic advisory, consulting, and managed services for contact center, customer experience, and unified communications solutions. With a focus on client satisfaction and problem-solving approach, InflowCX has become a trusted advisor in its market.

KSM Consulting

Acquisition in 2019
KSM Consulting is a dedicated team of engineers, mathematicians, project managers, data analysts, and experienced business professionals focused on solving complex organizational problems for clients in the public and private sectors. Offering management consulting, technology services, and data analytics, KSM Consulting provides innovative solutions to help clients overcome difficult challenges. With a strong emphasis on experienced project management, clients trust KSM Consulting to deliver effective and efficient services tailored to their specific needs.

Tempus Nova

Acquisition in 2019
Tempus Nova, Inc. is a provider of cloud-based solutions and IT consulting services based in Denver, Colorado. Established in 2001, the company focuses on assisting organizations in transitioning from legacy systems to Google Cloud products, notably G Suite and Google Cloud Platform. Tempus Nova specializes in project-based consulting, G Suite migrations, training, change management, and cloud application development. It offers a range of proprietary tools designed to enhance user experience and streamline processes, including its Novus framework for developing enterprise applications and tools for custom email signatures and G Suite reporting. As a Google Premier Partner and certified in various technologies, Tempus Nova is recognized for its expertise in facilitating cloud transformations and improving operational efficiency for its clients.

Practicing Clinicians Exchange

Acquisition in 2018
Practicing Clinicians Exchange (PCE) is an educational initiative launched in 2006 that offers nurse practitioners and physician assistants a range of continuing education options, including live sessions, home study, and online courses, tailored to address real‑world clinical needs.

Lockstep Technology Group

Private Equity Round in 2017
Lockstep Technology Group is an IT consulting firm that specializes in providing comprehensive technology services across various sectors, including government, healthcare, and education. The company focuses on strategic IT consulting, IT risk management and security, and managed IT and cloud solutions. By partnering with IT leaders, Lockstep aims to assist organizations in planning, developing, and implementing enterprise-class technology solutions that enhance operational efficiency and communication. The firm is recognized for its high-quality work and guidance, fostering long-term partnerships with its clients to help them strengthen their competitive advantage in an increasingly digital landscape.

Red Nucleus

Acquisition in 2016
Red Nucleus is a leading provider of e-learning and performance enhancement solutions tailored specifically for the Life Sciences industry. Operating from offices in the US, UK, and India, the company develops innovative and engaging digital content aimed at improving the clinical knowledge of client-facing teams throughout their continuing education. With a strong emphasis on research-based methodologies, Red Nucleus offers a range of services, including electronic learning modules, mobile applications, virtual preceptorships, video production, and gamified learning experiences. By focusing exclusively on the Life Sciences sector, the company possesses a deep understanding of the unique challenges and dynamics faced by pharmaceutical professionals, enabling it to deliver effective strategies, products, and solutions that enhance performance and drive success in the market.

Pragmatic Institute

Acquisition in 2016
Pragmatic Institute specializes in providing training services for product management and marketing professionals. Founded in 1993 and based in Scottsdale, Arizona, the company offers a diverse range of courses focused on pragmatic marketing principles, strategic product planning, market-based release planning, buyer expertise development, marketing plan creation, and product pricing strategies. Pragmatic Institute conducts public courses across the United States, Canada, and the United Kingdom, in addition to offering onsite training for international companies. Formerly known as Pragmatic Marketing, L.L.C., the company rebranded to its current name in February 2015, reflecting its commitment to enhancing the knowledge and skills of key contributors and teams through comprehensive professional education.

Image Process Design (IPD)

Acquisition in 2016
Founded in 1991, Image Process Design (IPD) provides Insurance BPM & Claims Management Software for Health, Life, and Property & Casualty (P&C) Insurance Carriers. Ultera is a pre-built, fully supported application built on IBM’s BPM, ECM Case Management platforms offering solutions for mission critical insurance operations, such as Claims, Underwriting, Customer Service, Case Management and Workers Compensation. Configurable/Agile - Through configuration the application can be adapted to support multiple functions and provides agility over time. User experience – Ultera improves the user experience by allowing users to better manage their work and optimize task completion rather than navigating applications and content sources. Integration – Ultera expertly leverages IBM ECM and Case Management technologies and puts your shelf-ware to work. Ultera is built on a Service Oriented Architecture (SOA) with a wide range of options to integrate existing and new applications. Industry Services -- IPD’s Industry services are built on IPD’s 20 years of domain experience. The Industry Services are value-add intellectual property above and beyond that of the base P8/ICM platform that allow for optimal implementations, and keep customers from having to write domain specific customizations to achieve an optimal implementation. Expert “experience” of IBM platform capabilities Business Process Automation – Through the use of technology, IPD can automate many of the labor intense administrative and non-value-added tasks that currently must be performed by workers, thereby decreasing costs, allowing enhanced focus on value-added knowledge work, improving accuracy and cycle-times.

Hillsboro Aero Academy

Acquisition in 2014
Hillsboro Aero Academy is a flight school based in Hillsboro, Oregon, providing professional pilot training for domestic and international students. Founded in 2014, the academy specializes in both airplane and helicopter flight training. It offers a range of programs that cater to various levels of pilot certification, including private pilot licenses, flight instructor certifications, and airline transport pilot qualifications. Utilizing a diverse fleet of single and twin-engine aircraft and helicopters, Hillsboro Aero Academy aims to equip students with the necessary skills and experience to succeed in the aviation industry.

Linkage

Private Equity Round in 2013
Linkage is a management and consulting company that specializes in leadership development and advancing women leaders. It delivers leadership development programs, coaching, consulting services, leadership assessments, and solutions delivered via digital and in-person formats, along with workshops and summits on leadership, organizational change, and team effectiveness. The firm emphasizes leadership data, insights, and frameworks to help organizations plan, engage, and transform talent, driving measurable business results and lasting impact. It serves industries including automotive, grocery, financial services, manufacturing, technology, healthcare and pharmaceuticals, retail, and travel and leisure, and operates from a headquarters in Burlington, Massachusetts with international offices. Founded in 1988, Linkage supports succession planning, board facilitation, and broader inclusion initiatives, with a focus on advancing women leaders and accelerating inclusive leadership within client organizations.
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