TA X

TA Associates, established in 1968, is a prominent private equity firm headquartered in Boston, Massachusetts. With a global presence that includes offices in Silicon Valley, London, Mumbai, and Hong Kong, the firm specializes in growth equity, buyouts, and recapitalizations. TA Associates focuses on five key industries: technology, healthcare, financial services, consumer, and business services. The firm invests in profitable, growing companies within these sectors, aiming to facilitate their sustained growth. Additionally, TA Associates offers private debt solutions through its subordinated debt platform.

Ali Abdel-Halim

Vice President

Ashutosh Agrawal

Managing Director and Member of the Core Investment Committee

Taisuke Asada

Senior Vice President

Yash Baheti

Vice President

Birker B. Bahnsen

Managing Director

Jennifer Barbetta

Managing Director and COO

Rodrigo F. Bassit

Vice President

Dominic Benitez

Growth Equity Investor

Benjamin D. Bold

Senior Vice President

Elliott Brennan

Principal, Capital Markets Group

Max Cancre

Principal

Andrew Cardoza

Associate - Capital Markets

Mark H. Carter

Managing Director

Chelsea Chen

Associate

Paul (Sang Woo) CHEUNG

Senior Associate and Investment Professional

William D. Christ

Managing Director

Brian Conway

Chairman

Stefan Dandl

Director

Jérémy Dréan

Director

Adrien Elbaz

Vice President

Giovanni Fantini

Senior Vice President

Hunter Fortney

Vice President

Sydney Gabrielson

Associate

Katie Gamble

Vice President

Vishal Gupta

Director

Vishal Gupta

Director

Charles Ha

Principal

Dylan Hallman

Vice President

Tucker Hodgkins

Associate

Laurent P. Indekeu

Vice President

Clara Jackson

President

Amit K. Jain

Senior Vice President

Gurnoor Kaur

Senior Vice President

Sabina Kerr

Principal, Capital Markets

Timo Kienle

Associate

Lovisa Lander

Director

R. Alan Lane

Principal, Strategic Resource Group

Jack Laszlo

Vice President

Nicholas LeppLa

Director

Kevin Leu

Vice President

Xinxin Li

Associate

Mike Libert

Software Investor

Ethan K. Lieberman

Managing Director

Michele Lim

Senior Vice President

Calvin O. Liou

Senior Vice President

Enzo Loreti

Vice President

Oscar Loynaz

Associate

Gregory C. Majno

Senior Vice President

Tony Marsh

Managing Director and Chief Capital Markets Officer

Diana Martz

Senior Vice President, Human Capital - Strategic Resource Group

Kevin Masse

Chief Portfolio Officer, Managing Director and Member of TA's Portfolio Committee

Jonathan Meeks

Managing Director

Aashray Mehra

Senior Vice President

Saransh Mehta

Senior Vice President

Jason S. Mironov

Managing Director

Kaelan Ong

Vice President

Christopher Parkin

Managing Director

Kevin M. Schuler

Senior Vice President

Aditya Sharma

Managing Director, Investments

Marshall Sloane

Associate

Amara Suebsaeng

Director

Andrew Tay

Director

Harry Taylor

MD

Rafael Telahun

Senior Vice President

John A. Triebsch

Senior Vice President

Sarah Wang

Vice President

Jason P. Werlin

Managing Director

Lily Xu

Vice President

Philip Yotov

Principal, Strategic Resource Group

Eric Zagorski

Senior Vice President

Chris Hong

Vice President

Rodrigo Bassit

Vice President

391 past transactions

Kline Hill Partners

Private Equity Round in 2025
Kline Hill Partners, established in 2015, is a U.S.-based investment firm with headquarters in Greenwich, Connecticut. The company specializes in the private equity secondary market, acquiring limited partnership interests in buyout, growth, and venture capital funds. It also purchases direct investments in companies backed by established financial investors, providing liquidity to investors holding smaller-sized interests. Kline Hill Partners brings a professional, institutional approach to these transactions, operating as a Registered Investment Adviser.

DealStack

Seed Round in 2025
Helping Private Equity dealmaking evolve.

Smart Trade Technologies

Secondary Market in 2025
smartTrade Technologies provides Multi Asset End-to-End Trading Solutions to financial institutions. Watch the video to discover their core values and their mission statement.

QIMA

Private Equity Round in 2025
QIMA Limited is a company specializing in audit programs, product inspections, and laboratory testing for brands, retailers, and importers worldwide. Founded in 1997 and based in Causeway Bay, Hong Kong, QIMA offers a range of services including pre-shipment inspections, production monitoring, ethical audits, and compliance testing across various industries. The company serves over 30,000 clients in sectors such as consumer products, food, textiles, electronics, and industrial parts, ensuring quality and safety throughout the supply chain. QIMA combines on-the-ground expertise with digital solutions to provide accurate and transparent compliance data. Known for its commitment to integrity and simplicity, QIMA has built a strong culture among its 6,000 employees, aiming to innovate within the testing, inspection, and certification industry.

Nous Infosystems

Private Equity Round in 2025
Nous Infosystems is a global IT services company headquartered in the US, specializing in product engineering and digital transformation. With a presence across five continents, the company empowers businesses to future-proof their operations by delivering innovative, cost-effective solutions in areas such as product engineering, digital transformation, data analytics, and cloud services. Nous Infosystems is renowned for its expertise in serving global 2000 enterprises and independent software vendors (ISVs), with a customer-centric approach and deep competencies in digital transformation, cloud computing, data analytics, and more. The company's commitment to building top talent and strategic partnerships ensures high-quality, cutting-edge solutions tailored to the unique needs of each client.

OmniActive Health Technologies

Acquisition in 2025
OmniActive Health Technologies is a manufacturer of nutritional and active natural ingredients, catering primarily to the healthcare, food, and personal care industries. Originating from Kancor Ingredients, a supplier with decades of experience in extracting high-quality ingredients from whole foods, OmniActive specializes in providing specialized ingredients for dietary supplements and food fortification. Its product portfolio includes carotenoids, plant extracts, lutein and lutein esters, as well as cold water dispersible powders, soft gels, and two-piece capsules. By leveraging advanced extraction technologies and processes, OmniActive enables its customers to source quality specialty functional ingredients derived from natural sources.

Biocomposites

Private Equity Round in 2025
Biocomposites Limited specializes in the development, manufacturing, and distribution of calcium compound devices aimed at regenerating and repairing bone and soft tissue. Founded in 1996 and located in Keele, United Kingdom, the company offers a range of innovative products including STIMULAN, a pharmaceutical-grade calcium sulfate for infection management; geneX, an absorbable synthetic bone graft material that accelerates bone growth; and Allogran-R, a calcium phosphate bone substitute providing an osteoconductive scaffold. Additionally, Biocomposites produces Bilok, a synthetic calcium composite used in ligament reconstruction, and Biosteon, a technology designed to enhance implant and bone integration. Their products are utilized in various medical applications, including musculoskeletal infections, bone and joint trauma, spine surgery, and sports injuries, enabling healthcare providers to deliver effective treatment solutions.

Egnyte

Private Equity Round in 2025
Egnyte, Inc. is a provider of enterprise file sharing services that combines on-premises and cloud solutions to enhance collaboration and data security for businesses. The company's offerings include the Cloud File Server for online storage and collaboration, Storage Sync for bi-directional synchronization between local and cloud storage, and Storage Connect for direct access to local files. Egnyte serves a diverse range of industries, including technology, finance, education, healthcare, and entertainment, among others. The firm emphasizes unified content security and governance, helping organizations mitigate risks, prevent ransomware, and streamline IT complexity. With over 16,000 customers, Egnyte's platform integrates seamlessly with various cloud services and applications, allowing for secure access and centralized control. Founded in 2006 and headquartered in Mountain View, California, Egnyte operates data centers in both the United States and Western Europe and has established strategic partnerships with notable companies in the tech industry.

FGE

Private Equity Round in 2025
FGE is a energy consultancy that provides independent research, analysis, consultation and advisory services.

Brycer

Private Equity Round in 2025
Brycer is a technology company that specializes in ensuring compliance with inspection, testing, and maintenance regulations. It offers a cloud-based solution that helps code officials track and manage these requirements for fire protection systems, backflows, and elevators, thereby enhancing safety and reducing false alarms.

Craigs Investment Partners

Acquisition in 2024
Craigs Investment Partners Limited is a prominent investment advisory and management firm based in Tauranga, New Zealand, with a network of 19 locations across the country. Established in 1984, the firm specializes in providing tailored investment solutions to a diverse clientele, including private individuals, corporations, trusts, institutions, and government entities. In addition to investment management, Craigs offers share brokerage and retirement services, emphasizing a client-centric approach. The firm conducts in-house research to inform its investment strategies, focusing on both public equity and fixed income markets worldwide. Previously known as ABN AMRO Craigs, the company has established itself as one of New Zealand's largest investment managers, reinforcing its commitment to delivering comprehensive financial services.

Vee Healthtek

Acquisition in 2024
Vee Healthtek is a professional services firm specializing in technology consulting for healthcare organizations. It offers a range of services, including revenue cycle management, health information management, healthcare analytics, and robotic process automation, among others. The company aims to help its clients streamline operations, enhance cash flow, reduce costs, and efficiently manage compliance. With a focus on security and global quality, Vee Healthtek has experienced significant growth, serving top healthcare organizations worldwide.

Certinia

Private Equity Round in 2024
Certinia is a developer of a cloud-based business platform that focuses on enhancing operational efficiency through its Services-as-a-Business offerings. The company provides a range of integrated solutions, including cloud accounting software, billing applications, financial management, professional services automation, human capital management, and supply chain management. By leveraging intelligent analytics and comprehensive practices, Certinia enables clients to adapt their business models effectively, placing customers at the forefront of their operations. The platform aims to accelerate business value and streamline processes across various aspects of service delivery.

Solifi

Acquisition in 2024
Solifi is a global finance technology company that specializes in providing cloud-based solutions for various sectors, including automotive finance, equipment finance, wholesale/floorplan finance, and working capital. The company develops software tailored for financial institutions and equipment-leasing companies, offering tools for lease origination and portfolio management. Its platform supports clients by streamlining all aspects of originations and analytics, enhancing both front-office and back-office decision processes. By focusing on operational efficiency, Solifi enables enterprises to optimize their financial operations and drive growth in a competitive market.

AlephYa Education

Acquisition in 2024
AlephYa Education provides education and care centers (ECEC) that help children achieve the confidence, independence, and knowledge they need to start school. The company's facility includes baby suites, toddler rooms, and relaxation rooms, as well as a variety of age-appropriate equipment and resources, providing children with access to a positive and caring environment full of indoor and outdoor activities designed to stimulate a child's natural ability for spontaneous learning.

Harvest

Private Equity Round in 2024
Harvest is a provider of time tracking and online invoicing services tailored for freelancers and small businesses. The company emphasizes user-friendly, web-based software designed for professional services, catering to a diverse clientele that includes freelancers, creative service firms, and teams within large organizations and non-profits. Its software is accessible across various platforms and devices, including web browsers, desktop applications, and mobile devices, ensuring flexibility for users. By focusing on simplicity and functionality, Harvest aims to streamline the financial management process for its customers.

Vastu Housing Finance

Secondary Market in 2024
Vastu Housing Finance Corporation Limited is a non-deposit taking housing finance company based in Mumbai, India, established in 2005. The company focuses on providing long-term housing finance primarily to the middle-income and affordable housing segments. It offers a variety of loan products, including home loans for purchasing, constructing, or improving residential properties, as well as loans for commercial properties and loans against property. Vastu Housing Finance also caters to self-employed individuals, enabling them to secure loans even without extensive documentation or significant credit history. As of March 31, 2020, the company operated 66 branches across India, emphasizing its commitment to socially relevant housing finance solutions.

Aptean

Private Equity Round in 2024
Aptean is a provider of industry-specific enterprise software solutions, focusing primarily on enterprise resource planning (ERP) systems. The company develops software designed to assist manufacturers and distributors in optimizing their operations and enhancing productivity. Aptean's solutions encompass a wide range of business functions, including resource management, transportation and warehouse operations, compliance, manufacturing execution, and product life cycle management. By streamlining these critical processes, Aptean aims to support businesses in effectively managing their resources and achieving sustainable growth.

Solarity

Private Equity Round in 2024
EDCO Health Information Solutions' patented medical record indexing software, Solarity, maximizes efficiency and improves quality in pre- and post-discharge document capture. Utilized in acute and ambulatory settings across North America, Solarity delivers complete electronic patient charts to clinicians for comprehensive patient care.

Edmunds GovTech

Private Equity Round in 2024
Edmunds GovTech provides cloud and on-premise enterprise resource planning (ERP) software solutions tailored for local governments. The company's software enables effective management of expenditures and revenues, facilitates budget production, and generates comprehensive reports. Its integrated applications allow users to seamlessly interact with various services, including viewing and paying bills online, checking permits, logging complaints, and tracking statuses. Additionally, Edmunds GovTech offers a suite of mobile applications that empower users to access, edit, and enter information on-the-go, enhancing operational efficiency and service delivery within local government organizations.

SER Group

Private Equity Round in 2024
SER Group is a leading developer of Enterprise Content Management (ECM) software, distinguished for its user-friendly document management solutions that enhance the efficiency and effectiveness of paperwork-heavy business processes. With over 30 years of experience, the company has successfully completed more than 2,000 projects, earning the satisfaction of over one million users. SER Group is recognized as Europe’s foremost independent ECM vendor, showcasing significant achievements in turnover, gross profit, and employee count. Comprising a dedicated team of over 550 professionals supported by a network of experienced partners, SER Group offers personalized consultancy services, implementation support, and long-term maintenance. The company’s intelligent content automation platform caters to medium-sized companies, corporations, and organizations, facilitating the unification, management, and automation of content and processes. By breaking down data silos and enhancing operational understanding, SER Group maximizes return on information for its clients, enabling them to address complex challenges more efficiently.

PowerGEM

Private Equity Round in 2024
PowerGEM provides research and software on the economic & technical consequences of transmission congestion in competitive power markets.

AGA Benefit Solutions

Private Equity Round in 2024
AGA Benefit Solutions is a Canadian company based in Westmount that specializes in developing and administering customized group insurance plans and group annuity plans. The company provides insurance brokerage services and acts as third-party administrators and payers for these plans. AGA Benefit Solutions assists clients ranging from small to large businesses, as well as financial security and group insurance consultants across Canada, helping them create tailored solutions that meet their specific needs.

Agilio Software

Private Equity Round in 2024
Agilio Software is a provider of compliance and human resource solutions specifically designed for the dental industry. The company offers a range of services that include HR consultancy, compliance support, and training platforms tailored to the needs of dentists. Its flagship software, iComly, enables dental practitioners to effectively manage compliance practices, ensuring adherence to regulations and improving operational efficiency. By serving not only dentists but also extending its services to other healthcare sectors such as primary care and veterinary practices, Agilio Software facilitates the management of various activities within modern healthcare settings.

Computer Services (CSI)

Private Equity Round in 2024
Computer Services, Inc. (CSI) is a customer service company based in Paducah, Kentucky, offering innovative technology solutions to banks, financial institutions, and various other businesses nationwide. Established in 1965, CSI has grown to become one of the largest providers of dynamic technology solutions in the country. With over 1,100 employees, the company specializes in providing technological bank core processing services and compliance risk management solutions to industries such as real estate, insurance, and casino gaming. CSI's mission is to assist financial institutions and corporate entities in staying competitive, compliant, and profitable by delivering top-notch technological services.

Rocscience

Private Equity Round in 2024
Rocscience is a company that specializes in developing advanced geotechnical software tailored for civil engineering and mining applications. The firm focuses on both 2D and 3D modeling and analysis of rock and soil, providing tools that enhance safety and reduce costs associated with evaluating surface and underground rock structures. Its software is widely utilized by engineers in various sectors, enabling more efficient and accurate assessments in the fields of civil and mining engineering.

KatRisk

Private Equity Round in 2023
KatRisk is a catastrophe modeling company specializing in flood and wind risk assessment. It develops advanced software that enables the modeling of catastrophe services, specifically tailored for the insurance and reinsurance industries. The company's application facilitates rapid multi-event catalogs and offers loss analytics and insured loss calculations, accommodating complex financial structures. By providing these disaster risk solutions, KatRisk supports insurance, reinsurance, and brokerage firms in effectively managing and mitigating the financial impacts of catastrophic events.

Kinective

Private Equity Round in 2023
Kinective is a software platform designed to serve the banking sector by providing solutions for financial document generation, digital banking, and real-time analytics. The company focuses on delivering advanced analytics and detailed cash flow insights to financial institutions, core software providers, and cash automation hardware manufacturers. By optimizing foundational technology, Kinective facilitates the integration of cash recyclers, self-service kiosks, and tablet-banking interfaces into existing banking cores. This comprehensive approach enables financial institutions to enhance their operational efficiency and improve customer experience.

Advantive

Private Equity Round in 2023
Advantive is a provider of specialized software solutions designed for manufacturing and distribution businesses. The company develops purpose-built services that address various operational needs, including schedule optimization, quality management, sales order processing, inventory management, fulfillment, financial management, e-commerce, and reporting and analytics. By offering these comprehensive tools, Advantive enables clients to streamline complex processes, enhance operational visibility, and ultimately improve profitability and revenue growth.

Epassi Finland

Acquisition in 2023
Epassi Finland is a fintech company that provides a mobile payment solution tailored for managing employee benefits. The Epassi app simplifies the process by allowing employers to fund their employees' accounts, enabling seamless payments for various benefits such as meals, transportation, healthcare, exercise, and cultural activities. Acting as an intermediary between employers and merchants, Epassi enhances the efficiency of benefit distribution while ensuring compliance with tax requirements. The platform is designed to support employee well-being by offering a comprehensive and flexible service that meets the diverse needs of users, promoting both physical and mental health in the workplace.

Epassi Finland

Acquisition in 2023
Epassi Finland is a fintech company that provides a mobile payment solution tailored for managing employee benefits. The Epassi app simplifies the process by allowing employers to fund their employees' accounts, enabling seamless payments for various benefits such as meals, transportation, healthcare, exercise, and cultural activities. Acting as an intermediary between employers and merchants, Epassi enhances the efficiency of benefit distribution while ensuring compliance with tax requirements. The platform is designed to support employee well-being by offering a comprehensive and flexible service that meets the diverse needs of users, promoting both physical and mental health in the workplace.

Fintech

Private Equity Round in 2023
Fintech is a Tampa, Florida-based company that specializes in payment and data solutions for the beverage alcohol industry. Recognized as a Best Business of the Year by the U.S. Chamber of Commerce, Fintech serves over 4,200 distributors and processes alcohol invoices for more than 600,000 relationships across the country. The company facilitates over $42 billion in payments annually, positioning itself as a key player in streamlining financial transactions within this sector.

Alpha II

Acquisition in 2023
Alpha II Software Solutions specializes in developing healthcare software applications and toolkits aimed at enhancing the revenue management cycle within the healthcare sector. The company offers a range of products, including CodeWizard, a software development kit that allows provider partners to enhance their applications; ClaimStaker, which provides healthcare organizations access to advanced claim adjudication technology; and CodingSystem, a desktop application for code lookup and edits. Alpha II's solutions cater to healthcare providers, clearinghouses, and government entities, focusing on coding, billing, claims processing, and revenue analysis. By ensuring compliance and facilitating health data transactions, Alpha II aims to improve precision across the reimbursement process.

Diatech Pharmacogenetics

Private Equity Round in 2023
Diatech Pharmacogenetics is an Italian company specializing in the development, production, and commercialization of pharmacogenetics tests aimed at enhancing precision medicine for cancer treatment. Established in 1996, it commands over 70% of the Italian molecular diagnostic market and is rapidly expanding its presence globally. The company has conducted more than 20,000 diagnostic tests using its innovative solutions, reinvesting 20% of its revenues into research and development each year. Diatech offers a comprehensive range of services, including sample extraction, quality control, molecular assays, bioinformatics analysis, and reporting, all designed to improve the effectiveness of personalized cancer therapies. Recent product innovations include a liquid biopsy cfDNA extraction kit, a real-time PCR system with stable dry reagents, microsatellite instability assays, and an end-to-end next-generation sequencing solution compatible with various platforms. Adhering to strict quality standards, all products are developed in compliance with relevant regulatory directives for in vitro diagnostic medical devices.

MRH Trowe

Private Equity Round in 2023
MRH Trowe is an independent financial service provider that operates as an insurance broker and risk management firm. It serves clients across various industries by offering a comprehensive range of services, including insurance brokerage, employee benefits, pensions, finance, risk management, and fleet damage control. With a strong presence in 12 German cities and exclusive partnerships with over 100 German savings banks, MRH Trowe is well-positioned to help businesses and individuals manage risks, protect their assets and liabilities, and achieve their financial objectives.

Synokem Pharmaceuticals

Private Equity Round in 2023
Synokem Pharmaceuticals is engaged in the manufacturing and marketing of a diverse range of pharmaceutical products. The company produces over 500 formulations, including tablets, capsules, liquid orals, ointments, and hormonal gels, catering to various therapeutic needs. With a dedicated unit for quality management and an in-house testing laboratory, Synokem ensures timely delivery and responsiveness to its clients. Additionally, the company operates a specialized facility for the production of hormonal preparations, reinforcing its commitment to safety and affordability in the pharmaceutical sector. Synokem also provides contract manufacturing services, enhancing its capacity to meet the demands of its clients in a competitive market.

Aptean

Secondary Market in 2022
Aptean is a provider of industry-specific enterprise software solutions, focusing primarily on enterprise resource planning (ERP) systems. The company develops software designed to assist manufacturers and distributors in optimizing their operations and enhancing productivity. Aptean's solutions encompass a wide range of business functions, including resource management, transportation and warehouse operations, compliance, manufacturing execution, and product life cycle management. By streamlining these critical processes, Aptean aims to support businesses in effectively managing their resources and achieving sustainable growth.

Addinsoft

Acquisition in 2022
Addinsoft is a publisher of applied mathematics software established in 2000, recognized as a significant player in the data analysis software market. The company serves various industries, including food, life sciences, marketing, finance, and the public sector, providing tools that assist customers in analyzing data to make informed decisions while managing scope and risk. Addinsoft's flagship product, XLSTAT, is a widely used statistical software package that has been downloaded over 600 times daily, benefiting from more than 20 years of research and development. The company has expanded its product offerings to include MINER3D for data visualization, as well as ZENPLOT, XLRISK, and XLOPTIM for enhanced data visualization, risk analysis, and optimization solutions. All software in the Addinsoft suite is designed to be user-friendly, requiring no coding, and integrates seamlessly with platforms like Microsoft Excel and Google Sheets.

Hornetsecurity

Venture Round in 2022
Hornetsecurity is a cloud-based email security provider, serving businesses ranging from small to large corporations globally. Their suite of services includes premium spam and virus protection, email encryption, continuity, and archiving solutions, along with advanced threat protection, web filtering, encrypted online storage, and hosted exchange services. These offerings safeguard clients against sophisticated cyber threats such as malware and spear-phishing, without requiring significant hardware or software investments or IT management efforts.

Technosylva

Private Equity Round in 2022
Technosylva is a technology company dedicated to developing solutions for emergency management, particularly in the areas of forestry and wildfire management. The company specializes in providing consulting services that leverage GIS-based systems for applications in land engineering, environmental science, fire management, and emergency planning. By offering tools for forest planning, asset management, and risk forecasting, Technosylva supports various stakeholders, including electric utilities and fire agencies, in enhancing public safety and situational awareness. Their focus on integrating weather data and operational strategies enables effective decision-making in critical situations, ultimately contributing to improved outcomes in managing wildland fires and related emergencies.

Green Street

Acquisition in 2022
Green Street Advisors, Inc. is a prominent independent research and advisory firm specializing in the commercial real estate sector in North America and Europe. Established in 1985 and headquartered in Newport Beach, California, the company offers a range of services, including in-depth research on real estate investment trusts (REITs), real estate analytics, and comprehensive consulting services. Its products include DataVault, a historical dataset on commercial real estate metrics, and the Commercial Property Price Index, which tracks U.S. commercial property values. Green Street also provides strategic advisory services related to REIT IPOs, conversions, spin-offs, and portfolio valuations. Its clientele comprises institutional investment managers, investment banks, real estate firms, and other financial entities, all seeking informed insights for effective capital allocation in the real estate market.

Intelerad Medical Systems

Private Equity Round in 2022
Intelerad Medical Systems specializes in providing comprehensive medical imaging solutions and services tailored for radiology groups, hospitals, imaging centers, and teleradiology practices. The company's platform is designed to support clinicians and healthcare organizations worldwide by enhancing productivity and optimizing workflows in medical imaging. Intelerad's software focuses on distributed radiology services and incorporates various modules for workflow orchestration, allowing clients to efficiently manage their imaging processes. By streamlining operations, Intelerad assists healthcare providers in delivering better patient care and improving overall operational efficiency.

The Access Group

Private Equity Round in 2022
The Access Group is a software consultancy and developer that offers integrated business management solutions primarily for mid-market businesses and non-profit organizations in the United Kingdom, Ireland, and the Asia Pacific. The company specializes in a comprehensive portfolio that includes enterprise resource planning (ERP), finance, human resources, payroll, recruitment, warehousing, business intelligence, professional service automation, and manufacturing. By providing a unified platform that connects various industry-specific products with financial and human resource systems, The Access Group enables clients to access accurate real-time data, thereby enhancing productivity and operational efficiency.

Apex Group

Private Equity Round in 2022
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Zifo RnD Solutions

Acquisition in 2022
Zifo RnD Solutions is a provider of research and development and data management services tailored for enterprise laboratories, particularly within the healthcare sector. The company focuses on scientific informatics, offering expertise in clinical data gathering, discovery, and lab informatics specifically designed for regulated environments. By leveraging its team's scientific and technical proficiency, Zifo RnD Solutions aims to accelerate research and development processes for biopharmaceutical companies, ultimately enhancing their research capabilities and efficiency.

iCIMS

Private Equity Round in 2022
iCIMS is a talent cloud company that provides cloud-based software solutions to assist organizations in attracting, engaging, hiring, and advancing talent. The company's software facilitates the entire recruitment process, leveraging artificial intelligence to streamline hiring and engagement across various industries, including retail, healthcare, manufacturing, finance, and insurance. With a client base of over 4,000 organizations, including a significant portion of the Fortune 100, iCIMS supports companies in building diverse and qualified workforces, contributing to the employment of more than 30 million individuals worldwide.

TouchTunes

Acquisition in 2022
TouchTunes is a leading provider of interactive entertainment solutions for social venues, primarily bars and restaurants, across North America and Europe. Established in 1998, the company revolutionized the music experience with its digital jukebox, which allows patrons to pay for and select songs from a vast library. TouchTunes has expanded its offerings to include karaoke and photo booth functionalities, enhancing the entertainment experience in public spaces. Through its mobile app, users can easily locate nearby venues and control the music directly from their devices. With a commitment to innovation, TouchTunes serves over 75,000 locations, providing not only entertainment but also digital advertising and sponsorship opportunities across its multi-platform network. The company is privately held and headquartered in New York City, with additional offices in Chicago, Montreal, and the San Francisco Bay Area.

Veracode

Acquisition in 2022
Veracode is an independent provider of cloud-based application security and intelligence services, founded in 2006 and headquartered in Burlington, Massachusetts. The company offers a platform designed to identify and remediate security-related vulnerabilities throughout the software development lifecycle. By integrating security seamlessly into the development process, Veracode enables security teams, software developers, and enterprises to test and monitor the security of both internally developed and third-party applications. This comprehensive solution enhances the security of web, mobile, and outsourced software applications, ensuring that organizations can effectively address potential defects from the inception of their software projects.

Stonewall Kitchen

Acquisition in 2022
Stonewall Kitchen, LLC is a specialty food producer and retailer based in York, Maine, founded in 1991. The company offers an extensive range of gourmet products, including baking mixes, sauces, dressings, jams, salsas, and various condiments. Additionally, it provides pre-prepared meals available in grocery stores and a selection of kitchen and home goods, such as cookware, tableware, and home décor items. Stonewall Kitchen also features a cooking school and operates gourmet retail stores in several locations across Maine, New Hampshire, Connecticut, and Massachusetts, along with an online sales platform. Its diverse product portfolio caters to consumers seeking quality and unique culinary experiences, making it a prominent player in the specialty food market.

Gamma Technologies

Private Equity Round in 2022
Gamma Technologies is a company that specializes in the development of multi-physics computer-aided engineering (CAE) simulation software tailored for various industries, including automotive, marine, power generation, and aerospace. The company's flagship product, GT-SUITE, is a comprehensive simulation software that enables users to model a wide range of physical phenomena, such as fluid flow, thermal systems, and mechanical and electrical processes. With an extensive library of physics-based modeling templates, GT-SUITE allows clients to accurately simulate and analyze engineering systems like vehicles, engines, and powertrains. This innovative software significantly enhances productivity by providing detailed insights into complex engineering challenges.

Adcubum

Private Equity Round in 2021
Adcubum AG specializes in providing software solutions tailored for the insurance industry in Switzerland, specifically focusing on health, accident, and property insurance sectors. The company's flagship product, Adcubum SYRIUS, offers a comprehensive claims processing system that addresses the entire value chain for insurers. In addition to software development, Adcubum provides a range of services including consulting, project management, system integration, and ongoing maintenance and support. The company also facilitates training and certifications for users of its software. Furthermore, Adcubum offers business process outsourcing services for auditing accounts and promotes sustainable innovation through its INNOVATIONS@ADCUBUM initiative, which focuses on enhancing product, service, and process management. Founded in 1998 and headquartered in Sankt Gallen, Switzerland, Adcubum is committed to helping insurance companies digitalize their operations, improve efficiency, and reduce costs.

tech11

Venture Round in 2021
tech11 provides a comprehensive digital platform for property and casualty insurance, aimed at assisting insurance companies and managing general agents in navigating the challenges of digitalization. Their platform supports the entire policy and claims management lifecycle and is available as a cloud-based software-as-a-service solution or for on-premises deployment. By facilitating the replacement of legacy systems, tech11's platform caters to both established insurers and new entrants in the insurance market, enabling them to streamline operations and adapt to fast-evolving ecosystems. It offers essential services such as policy management, claims management, document management, and business process management, featuring multi-tenant capabilities that accommodate various currencies and languages, thereby simplifying the technical complexities traditionally associated with insurance operations.

Nactarome

Acquisition in 2021
Nactarome are manufacturer and producer of natural food flavoring components, colours, and ingredients sector.

e-Emphasys Technologies

Private Equity Round in 2021
e-Emphasys Technologies is a global IT solutions provider specializing in industry-specific enterprise resource planning (ERP) software tailored for dealerships and rental companies in the heavy equipment sector, including construction, mining, forestry, material handling, and agriculture. The company delivers cloud-based ERP and dealer management system (DMS) solutions that facilitate a unified view of company data, enhancing customer experiences and operational efficiency. With a strong focus on helping clients achieve profitable growth, e-Emphasys has a proven track record of service delivery and consulting expertise that addresses the unique challenges faced by its customers. By offering comprehensive business solutions, e-Emphasys empowers clients to drive revenue growth at rates surpassing industry averages.

Riskonnect

Private Equity Round in 2021
Riskonnect, Inc. is a provider of cloud-based risk management software designed to help organizations manage and mitigate risks across various sectors, including healthcare, retail, manufacturing, finance, transportation, and insurance. Founded in 2007 and headquartered in Kennesaw, Georgia, with additional offices in locations such as London and Sydney, the company offers a comprehensive suite of applications, including Riskonnect RMIS, Riskonnect ERM, and Riskonnect Incident Management. These tools facilitate claims administration, incident reporting, root cause analytics, and loss investigation, while also supporting enterprise risk management, compliance, and business continuity efforts. Riskonnect's technology platform is built to be secure, reliable, and efficient, serving over 60,000 businesses and 1.5 million users globally. The company's commitment to innovation in risk management technology sets it apart in the industry.

Insurity

Private Equity Round in 2021
Insurity is a leading provider of cloud-based software and analytics services tailored for the insurance industry, specifically targeting insurers, brokers, and managing general agents. The company specializes in policy administration, claims, billing, and analytics solutions, serving over 100 insurance companies. Insurity's digital platform is designed to identify client needs and goals, enabling the creation of customized solutions that promote operational efficiency and enhance policyholder experiences. By processing billions of dollars in premiums monthly, Insurity addresses the diverse requirements of various insurance carriers, including large and small, national and regional, as well as commercial, personal, and specialty lines writers.

Rectangle Health

Private Equity Round in 2021
Rectangle Health is a prominent healthcare payment and premium processing company that offers financial technology solutions to medical, dental, and specialty practices. The company provides a comprehensive system designed to enhance patient engagement through features such as contactless payments, digital forms, patient financing, communication, and scheduling. By streamlining payment processes and improving tracking and reporting, Rectangle Health helps hospitals, physician practices, insurance groups, and billing services increase payment compliance and overall satisfaction. Their solutions aim to drive revenue for healthcare organizations while eliminating implementation or integration fees, making them an accessible choice for practices seeking to optimize their financial operations.

FONCIA Group

Secondary Market in 2021
FONCIA Group is a prominent property management company that specializes in managing residential and commercial real estate. The group offers a range of services including property management, leasing, and real estate consultancy. FONCIA Group aims to provide efficient and effective management solutions for property owners and tenants alike, ensuring that properties are well-maintained and that client needs are met. With a strong presence in the real estate market, the company focuses on delivering quality service and enhancing the value of the properties under its care.

The Caprock Group

Private Equity Round in 2021
The Caprock Group is a multi-family office located in Boise, Idaho, established in 2005. The firm focuses on managing the entire balance sheet of affluent families, providing long-term planning and asset management services that help organize and structure their financial affairs. By acting as an outsourced Chief Investment Officer and Chief Financial Officer, it develops customized and strategic financial solutions tailored for high-net-worth individuals and families. The Caprock Group invests in advanced technology and prioritizes transparent performance reporting, allowing clients to gain a clear understanding of their financial landscape. The firm specializes in a variety of investment areas, including alternative assets, private equity, venture capital, hedge funds, and private wealth management, with its executive management team overseeing asset management.

Mediaocean

Secondary Market in 2021
Mediaocean is an essential platform for omnichannel advertising, managing over $200 billion in annual media spend through its software. The company provides a comprehensive advertising workflow management solution designed for advertisers, agencies, broadcasters, and publishers globally. Its platform facilitates cross-media planning, cost management analysis, invoicing, and payment management, enabling clients to effectively manage and coordinate their entire advertising process. By leveraging AI and machine learning technology, Mediaocean optimizes marketing investments and enhances business outcomes, supporting campaigns from planning and buying to ad serving, creative personalization, and performance analysis. With a workforce of 1,700 employees across 30 international offices, Mediaocean serves over 100,000 users of its products.

PDQ

Private Equity Round in 2021
PDQ is a provider of deployment software and system administration tools, designed specifically for small and medium-sized businesses. Founded by professionals with extensive experience in supporting large organizations using IBM Tivoli Framework and Microsoft SCCM, PDQ aims to simplify systems management. The company offers two main products: PDQ Deploy, which facilitates software deployment, and PDQ Inventory, which focuses on inventory collection and reporting. These solutions are designed to be user-friendly and efficient, helping IT administrators save time and manage their systems effectively. With over 200,000 organizations using its free versions and more than 18,000 transitioning to enterprise-level services, PDQ has established a significant presence in the market. The company is headquartered in Salt Lake City, Utah, and serves various sectors, including education, finance, manufacturing, non-profit, and government.

Elos Medtech

Acquisition in 2021
Elos Medtech AB is a full-service contract development and manufacturing organization (CDMO) that specializes in the medical technology sector. The company focuses on developing and producing a wide range of medical technology products and components across three main business segments: Dental, Orthopedics, and Life Science. Elos Medtech offers various products, including implants, screws, plates, prosthetics, and drills, catering to the diverse needs of the global medical device market. With its innovative approach, the company aims to deliver high-quality solutions that enhance patient care and support healthcare professionals.

Apex Group

Private Equity Round in 2021
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Apex Group

Private Equity Round in 2021
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Stackline

Series B in 2021
Stackline is a connected commerce platform designed to bridge the gap between brands and customers. It utilizes proprietary neural networks and deep learning systems to deliver comprehensive omnichannel insights, enhancing advertising performance and supporting the entire shopper journey. By tracking retail sales and market shares, Stackline provides brands with visibility through the collection and analysis of advertisements, reviews, and marketing metrics. This capability allows businesses to activate data, automate processes, and optimize marketing performance, making Stackline a trusted partner for brand leaders, product innovators, and performance marketers seeking profitable growth in a complex retail landscape.

Radiant Logic

Private Equity Round in 2021
Radiant Logic, Inc. is a provider of identity virtualization solutions, specializing in identity data management and analytics. Founded in 1995 and headquartered in Novato, California, the company offers a suite of products designed to streamline authentication and authorization processes across various sectors, including finance, government, entertainment, manufacturing, technology, and healthcare. Its main offerings include the RadiantOne Virtual Directory Server for enterprise-level authentication, the RadiantOne Cloud Federation Service to connect cloud applications with multiple authentication sources, and the RadiantOne Identity Correlation and Synchronization Server for object synchronization and identity correlation. By creating customizable views from disparate data silos, Radiant Logic enhances identity management, enables context-driven applications, and supports cloud infrastructures, allowing organizations to leverage their identity data effectively while minimizing security risks. The company maintains global sales offices and distribution channels, facilitating its market reach.

Incorp Global

Private Equity Round in 2021
InCorp Global is a corporate solutions provider based in Singapore, established in 2015. The firm offers a comprehensive range of professional services to assist companies in establishing their operations in Asia. These services include company incorporation, secretarial and compliance support, share registry, outsourcing, taxation, immigration assistance, business advisory, fund structuring, administration, risk assurance, and corporate recovery. With a presence in multiple countries, InCorp Global serves thousands of clients worldwide, positioning itself as a key partner for businesses looking to navigate the complexities of entering the Asian market.

Incorp Global

Acquisition in 2021
InCorp Global is a corporate solutions provider based in Singapore, established in 2015. The firm offers a comprehensive range of professional services to assist companies in establishing their operations in Asia. These services include company incorporation, secretarial and compliance support, share registry, outsourcing, taxation, immigration assistance, business advisory, fund structuring, administration, risk assurance, and corporate recovery. With a presence in multiple countries, InCorp Global serves thousands of clients worldwide, positioning itself as a key partner for businesses looking to navigate the complexities of entering the Asian market.

Fortra

Private Equity Round in 2021
Fortra is a company that specializes in IT management and security solutions. It offers a range of services including infrastructure protection, data security, automation, and specific solutions for IBM i systems. The company develops software that automates business and IT processes, focusing on managing repetitive tasks and centralized job scheduling through robotic process automation. Additionally, Fortra provides document management software that enables businesses to transition to paperless operations by digitally managing the entire lifecycle of documents and data. This comprehensive approach aims to enhance operational efficiency, minimize downtime, and streamline essential IT and business processes. Fortra also offers managed services, consulting, product services, and training to support its clients in maximizing the benefits of its solutions.

Fortra

Private Equity Round in 2021
Fortra, formerly known as HelpSystems, is a provider of IT infrastructure software focused on systems and network management, business intelligence, and security and compliance solutions. The company offers a range of products including automation software, data access solutions for IBM systems, job scheduling tools, network monitoring applications, and managed file transfer solutions. Notable offerings include Robot for integrated systems management, PowerTech for security and compliance on IBM servers, and GoAnywhere MFT for secure file transfer. Additionally, Fortra provides IT and business process automation solutions, virus protection, and performance monitoring tools. With a commitment to simplifying IT operations, the company serves over 9,000 organizations worldwide, enabling them to enhance efficiency, secure sensitive data, and streamline access to information. Founded in 1982 and based in Eden Prairie, Minnesota, Fortra continues to support various critical IT needs, keeping businesses operational and secure.

Unit4

Acquisition in 2021
Unit4 is a developer of next-generation enterprise resource planning software designed for mid-market services organizations. The company offers cloud-based applications in enterprise management, financial planning and analysis, and human capital management, focusing on industries such as professional services, public sector, nonprofit, and education. Unit4's solutions aim to transform work by making it more meaningful and inspiring through self-driving, adaptive, and intuitive software. By intelligently automating administrative tasks, Unit4 enhances operational efficiency and provides users with easy access to essential information. The company serves over 6,000 customers, helping them streamline their processes and improve their overall performance.

Appfire Technologies

Private Equity Round in 2021
Appfire Technologies is a provider of applications designed for software development teams, focusing on enhancing collaboration and productivity within the Atlassian software ecosystem. As an original partner in this ecosystem, Appfire offers a diverse portfolio of tools that assist enterprises in customizing their development processes. The company's solutions aim to streamline product development by improving aspects such as collaboration, security, reporting, and automation. Through its expertise in app creation, launch, and distribution, Appfire enables users to better utilize the Atlassian Marketplace, ultimately helping teams work more effectively together.

Betashares Capital

Secondary Market in 2021
BetaShares Capital is a prominent manager of Exchange Traded Funds (ETFs) based in Sydney, Australia, and was established in 2009. The company provides a diverse range of low-cost and transparent investment products that are traded on the Australian Stock Exchange. Its offerings include access to funds covering various asset classes such as Australian and international shares, fixed income, cash, currencies, commodities, and alternative strategies. BetaShares aims to expand its portfolio of intelligent investment solutions to assist investors in achieving their financial objectives. The firm is a member of the Mirae Asset Global Investments Group, a significant player in the asset management sector, managing substantial assets globally. As of mid-2017, BetaShares managed assets exceeding $4.5 billion.

Fairstone Group

Private Equity Round in 2021
Fairstone Group Limited, established in 2008 and headquartered in Boldon, UK, is a financial services company specialising in financial planning and wealth management. It offers a range of services including retirement planning, savings and investments, mortgages, and estate planning to both retail and corporate clients. Fairstone operates a technology platform to deliver these services, aiming to provide cost-effective and efficient solutions. Additionally, the company facilitates acquisitions of Independent Financial Advisor (IFA) businesses. Fairstone Group Limited employs a substantial number of staff, reflecting its significant operations.

Backstage

Private Equity Round in 2021
Backstage LLC is a prominent online casting platform based in Brooklyn, New York, founded in 1960. It serves the entertainment and creative industries by connecting actors and performers with job opportunities and career advice, while also assisting casting professionals and talent seekers in finding suitable talent for their projects. The platform features application management tools that review casting notices to ensure quality and legitimacy, thereby protecting performers. Backstage has established itself as a leading freelancer marketplace, enabling productions, brands, and creative agencies to efficiently discover and collaborate with highly skilled creative talent globally. The company operates remotely, with team members located across more than 16 countries.

IGEL Technology

Acquisition in 2021
IGEL Technology specializes in developing operating systems designed for secure access to cloud workspaces, such as Virtual Desktop Infrastructure (VDI) and Desktop as a Service. The company's flagship product, IGEL OS, supports organizations in managing and securing user endpoints, regardless of the device. This software is particularly beneficial for a distributed workforce, enabling employees to work effectively from various locations while ensuring that organizations maintain control and security over their digital environments. IGEL OS is utilized across various sectors, including healthcare, finance, retail, higher education, government, and manufacturing, streamlining the management of digital workspaces globally.

Orisha

Post in 2021
Orisha is a Paris-based company that specializes in developing enterprise management software solutions tailored for small and medium-sized enterprises. The company offers a comprehensive range of integrated services designed to address all aspects of its customers' IT needs. By providing effective business management tools, Orisha enables organizations to streamline their operations and enhance overall efficiency.

Orisha

Acquisition in 2021
Orisha is a Paris-based company that specializes in developing enterprise management software solutions tailored for small and medium-sized enterprises. The company offers a comprehensive range of integrated services designed to address all aspects of its customers' IT needs. By providing effective business management tools, Orisha enables organizations to streamline their operations and enhance overall efficiency.

OmniActive Health Technologies

Private Equity Round in 2021
OmniActive Health Technologies is a manufacturer of nutritional and active natural ingredients, catering primarily to the healthcare, food, and personal care industries. Originating from Kancor Ingredients, a supplier with decades of experience in extracting high-quality ingredients from whole foods, OmniActive specializes in providing specialized ingredients for dietary supplements and food fortification. Its product portfolio includes carotenoids, plant extracts, lutein and lutein esters, as well as cold water dispersible powders, soft gels, and two-piece capsules. By leveraging advanced extraction technologies and processes, OmniActive enables its customers to source quality specialty functional ingredients derived from natural sources.

Navia Benefit Solutions

Private Equity Round in 2021
Navia Benefit Solutions is a prominent third-party administrator specializing in tax-advantaged benefits, including Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), Health Reimbursement Arrangements (HRA), Commuter Benefits, and COBRA Services. The company focuses on helping consumers effectively manage their out-of-pocket healthcare expenses through the administration of these benefits. Additionally, Navia provides organizations with expert guidance on healthcare plans and benefit designs, empowering them to advocate for the health, well-being, and financial welfare of their employees. With a dedicated team of professionals, Navia aims to assist clients, employers, brokers, and participants in creating optimal benefits packages tailored to their specific needs.

Mid America Pet Food

Private Equity Round in 2020
Mid America Pet Food is a leading pet food marketer and manufacturer. Mid America Pet Food produces VICTOR Super Premium Pet Food (VICTOR) and Eagle Mountain Pet Food (Eagle Mountain).

The Benecon Group

Private Equity Round in 2020
The Benecon Group, Inc. is an employee benefits and consulting company based in Lititz, Pennsylvania, established in 1948. It specializes in providing a range of services including actuarial support, wellness programs, compliance consulting, and group ancillary services for employers. The company focuses on developing and administering self-funded health insurance purchasing programs tailored to the needs of both public sector entities, such as counties and school districts, and small to medium-sized businesses in the private sector. Benecon Group also supports independent insurance agencies and brokers by offering innovative employee benefit solutions designed to help employers manage their benefit plan expenditures effectively.

Planview

Acquisition in 2020
Planview, Inc. is a provider of portfolio and resource management solutions, helping organizations manage their project and product initiatives. The company offers a range of software products, including Planview Enterprise, which enables users to capture demand, prioritize portfolios, optimize capacity, and manage financials. Planview Projectplace complements this by allowing portfolio managers to oversee both traditional and collaborative projects. Additionally, Planview Insight provides analytics and reporting capabilities, while the OpenSuite Platform allows integration with various IT and business applications. The company's offerings support cloud-based and on-premises deployments and include implementation, deployment, and customer support services. Planview serves diverse sectors such as information technology, product development, services, and finance, both in the United States and internationally. Founded in 1989 and headquartered in Austin, Texas, Planview maintains a presence in several countries across Europe and the Asia-Pacific region.

Planview

Private Equity Round in 2020
Planview, Inc. is a provider of portfolio and resource management solutions, helping organizations manage their project and product initiatives. The company offers a range of software products, including Planview Enterprise, which enables users to capture demand, prioritize portfolios, optimize capacity, and manage financials. Planview Projectplace complements this by allowing portfolio managers to oversee both traditional and collaborative projects. Additionally, Planview Insight provides analytics and reporting capabilities, while the OpenSuite Platform allows integration with various IT and business applications. The company's offerings support cloud-based and on-premises deployments and include implementation, deployment, and customer support services. Planview serves diverse sectors such as information technology, product development, services, and finance, both in the United States and internationally. Founded in 1989 and headquartered in Austin, Texas, Planview maintains a presence in several countries across Europe and the Asia-Pacific region.

Sovos Compliance

Private Equity Round in 2020
Sovos Compliance, LLC specializes in tax compliance and regulatory reporting software, helping businesses manage their tax obligations effectively. Founded in 1979 and based in Wilmington, Massachusetts, the company offers a range of solutions including Sovos S1, a cloud infrastructure platform for tax compliance, and Taxport, designed for 1099 reporting. Their product lineup also features Tax Determination for simplifying tax processes, E-invoicing for real-time compliance, and various tax reporting solutions tailored for industries such as beverage alcohol and ecommerce. With a customer base exceeding 100,000, including numerous Fortune 500 companies, Sovos provides scalable and secure cloud-based solutions that integrate with diverse business applications. The company's services also encompass sales and use tax automation, VAT compliance, and cryptocurrency tax reporting, addressing the complexities of modern tax regulations across more than 70 countries. Sovos Compliance was previously known as Taxware, LLC before rebranding in 2014.

K2

Funding Round in 2020
K2’s intuitive, cloud-based digital process automation platform gives companies the power to create modern process applications, automate workflows and transform their business. With K2, thousands of organizations worldwide and 30% of the Fortune 500 have taken control of their business processes to increase visibility and improve operational efficiency.

Priority Software

Private Equity Round in 2020
Priority Software is a global developer of enterprise resource planning (ERP) software, established in 1986, that aims to provide accessible and cost-effective solutions for businesses across various industries, including electronics, finance, and fashion. The company specializes in offering a comprehensive suite of ERP modules encompassing finance, manufacturing, logistics, human resources, and business intelligence, designed to enhance business efficiency and customer experience. Priority Software caters to over 8,000 organizations in 40 countries, delivering both on-premise and cloud-based solutions that ensure real-time access to critical business data. Their offerings include research management and reporting systems tailored for higher education and research-intensive institutions, along with budget accounting, chargeback recovery, and grant management software. By leveraging cutting-edge technologies and a skilled team, Priority Software empowers organizations of all sizes to streamline operations, improve profitability, and adapt to their unique processes.

Netwrix

Acquisition in 2020
Netwrix Corporation develops IT auditing software, specializing in the Netwrix Auditor Platform, which provides audit data solutions for various IT systems, including Active Directory, Exchange, and SQL Server. Founded in 2006 and headquartered in Irvine, California, with additional offices across Europe and Asia, the company offers a range of services aimed at enhancing security and compliance, improving IT operations, and ensuring business continuity. Netwrix's software is designed to detect insider threats and simplify compliance audits, making it a trusted choice for over 160,000 IT departments globally. The platform supports on-premises, hybrid, and cloud environments, helping organizations manage sensitive data effectively while reducing risk exposure. Netwrix serves diverse sectors, including healthcare, finance, education, and government, and has received numerous industry accolades for its contributions to information security and governance.

Edifecs

Funding Round in 2020
Edifecs, Inc. is a healthcare software solutions provider specializing in the efficient exchange and management of data across the healthcare ecosystem. Founded in 1996 and headquartered in Bellevue, Washington, with additional offices in Atlanta and India, the company develops integrated solutions that address administrative simplification, data interchange, compliance, and revenue growth. Its product portfolio includes tools such as SpecBuilder for authoring and testing specifications, the XEngine server for data ingestion and transformation, and Smart Trading as a Service for enhancing data integration. Edifecs’ solutions support compliance with regulations like HIPAA and ICD-10, serving a diverse clientele that includes healthcare providers, insurers, and government organizations in North America, Europe, and Asia. The company also provides various implementation and managed services aimed at optimizing operations and improving healthcare outcomes.

Ivanti

Private Equity Round in 2020
Ivanti is a software company that specializes in IT management solutions, focusing on automating IT and security operations to enhance service delivery and reduce risks for organizations. It provides a comprehensive platform for managing IT assets across various environments, including on-premises, cloud, and edge locations. Ivanti's offerings include system lifecycle management, endpoint security, and IT service management, which empower businesses to streamline service management processes, gain real-time visibility into their infrastructure, and optimize interactions among people, processes, and technology. The company also supports organizations in leveraging modern technology across supply chains and warehouses, improving operational efficiency without necessitating modifications to existing backend systems.

Surfaces Group

Acquisition in 2020
Surfaces Technological Abrasives S.p.A. specializes in the production of abrasives designed for the lapping treatment of ceramics. The company focuses on developing high-quality abrasive materials that enhance the finishing processes in ceramic manufacturing, ensuring precision and efficiency. By leveraging advanced technologies and expertise in the field, Surfaces Technological Abrasives aims to meet the specific needs of its customers in the ceramics industry.

Edifecs

Private Equity Round in 2020
Edifecs, Inc. is a healthcare software solutions provider specializing in the efficient exchange and management of data across the healthcare ecosystem. Founded in 1996 and headquartered in Bellevue, Washington, with additional offices in Atlanta and India, the company develops integrated solutions that address administrative simplification, data interchange, compliance, and revenue growth. Its product portfolio includes tools such as SpecBuilder for authoring and testing specifications, the XEngine server for data ingestion and transformation, and Smart Trading as a Service for enhancing data integration. Edifecs’ solutions support compliance with regulations like HIPAA and ICD-10, serving a diverse clientele that includes healthcare providers, insurers, and government organizations in North America, Europe, and Asia. The company also provides various implementation and managed services aimed at optimizing operations and improving healthcare outcomes.

IFS

Secondary Market in 2020
IFS Defense Ltd. is a prominent provider of enterprise software and Industrial AI solutions tailored for industries involved in manufacturing, asset maintenance, and service management. The company specializes in helping organizations optimize their operations through advanced technologies that enhance productivity, efficiency, and sustainability. Its flagship offering, IFS Cloud, is an AI-powered platform that provides flexibility and adaptability, addressing diverse business needs including Enterprise Resource Planning (ERP), Enterprise Asset Management (EAM), Supply Chain Management (SCM), Information Technology Service Management (ITSM), and Field Service Management (FSM). By leveraging artificial intelligence, machine learning, and real-time data analytics, IFS empowers its clients to make strategic decisions and improve performance in critical service moments.

National Stock Exchange

Private Equity Round in 2020
The National Stock Exchange of India Limited (NSE) is a leading electronic stock exchange headquartered in Mumbai, established in 1992. It is recognized for its automated screen-based trading system, which ensures transparency, speed, and efficiency in the Indian securities market. NSE provides a wide range of services, including exchange listings, trading, clearing, and settlement, along with indices and market data feeds. The exchange plays a significant role in the development of the capital market landscape in India by promoting investor protection and implementing innovative practices such as dematerialization, electronic transfer of securities, and professionalization of trading members. NSE has also adopted advanced information technology to enhance its trading mechanisms and risk management systems, thereby contributing to the overall integrity and functionality of the market. Through its diverse offerings, NSE aims to meet the trading and investment needs of its users while fostering a robust financial environment.

Klik.cz

Acquisition in 2020
Kliknoutisteni.cz as offers its clients the possibility to find the cheapest or most advantageous guarantee in a few minutes from the comfort of home.

Honan Insurance Group

Private Equity Round in 2020
Honan Insurance Group offers a comprehensive range of commercial insurance, risk management, and financial solutions to businesses across various sectors, including financial institutions, healthcare, technology, logistics, construction, food and beverages, and mining and energy. Since its establishment, the company has expanded its operations from Australia to New Zealand, Singapore, and Malaysia. Honan focuses on understanding the unique risk landscape of its clients, providing tailored recommendations that support their growth strategies. By representing Australia, New Zealand, and Singapore within the World Broker Network, Honan enhances its ability to serve a diverse clientele effectively.

Accion Labs

Private Equity Round in 2020
Accion Labs is a global IT consulting firm, established in 2011, specializing in serving technology companies at various stages of growth. It offers a wide range of services including web and mobile app development, cloud computing, big data, AI/ML, ERP staffing, and IT service management. Accion Labs caters to software product firms, e-SaaS, e-commerce, and e-business organizations worldwide, with a significant presence in the US, India, and Singapore. The company is known for its flexible, agile engagement models, such as its Collaborative Product Delivery (CPD) model, which helps clients deliver software products faster and more efficiently. Accion Labs also provides services tailored to start-ups, early-stage, mid-stage, and late-stage firms, supporting them through the entire product lifecycle.

Conservice

Private Equity Round in 2020
Conservice, LLC is a utility management and billing services provider based in River Heights, Utah, established in 2000. The company offers a wide array of services, including utility and ancillary billing, metering equipment installation and maintenance, and daily meter readings that facilitate leak detection and asset integrity. Conservice also specializes in utility expense management, vacant billing, cost recovery, and resident payment processing solutions. In addition, it provides energy procurement, data exchange, contract and vendor management, and due diligence services. The company caters to diverse markets, including multifamily, single-family, student housing, commercial, energy, and military sectors. Its adaptable solutions aim to reduce operating costs, promote conservation, and ensure compliance with regulations, all while delivering a high level of customer service.

AffiniPay

Acquisition in 2020
AffiniPay, LLC, based in Austin, Texas, is a provider of merchant account and online payment gateway solutions tailored for professional services industries, particularly law and accounting. Founded in 2005, the company offers specialized payment solutions such as LawPay, which enables legal professionals to accept payments in compliance with ABA and IOLTA guidelines, and CPACharge, designed for CPAs to process credit card, debit card, and e-check payments. Additionally, AffiniPay for Associations caters to non-profit organizations and associations, facilitating the acceptance of member dues, event registration fees, and donations. The company has established itself as a leader in the financial technology sector, processing up to $13 billion annually through its innovative payment solutions.

Proxibid

Acquisition in 2020
Proxibid, Inc. is an online marketplace that connects buyers and sellers of high-value items across diverse categories, including heavy equipment, industrial machinery, fine art, antiques, collectibles, and real estate. Founded in 2001 and based in Omaha, Nebraska, Proxibid aims to be a trusted platform for facilitating complex transactions in traditionally offline industries. The company has developed proprietary technology to enhance the buying and selling experience, including MarketGuard, which provides risk assessment and fraud detection, as well as an integrated payment system that supports various payment methods. Proxibid's platform offers flexible transaction options, including live auctions, timed auctions, and buy now/make offer formats. With over 4,000 sellers and millions of buyers, Proxibid has facilitated more than 136,000 auctions, representing over $45 billion in gross merchandise value.
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