SOFTRAX
Acquisition in 2025
SOFTRAX develops revenue lifecycle management software for SaaS and IoT companies. Its platform combines order management, billing, contract renewal management, and complex revenue recognition in a single system, enabling organizations to streamline revenue processes and meet ASC 606 and IFRS 15 requirements. The system integrates with ERP, CRM, and CPQ environments to automate the flow of order and fulfillment data, triggering accurate billing and revenue recognition while accounting for exchange rates, taxes, and payments. It supports one-time, milestone, subscription, consumption, and renewal billing, delivering high levels of automation to back-office operations and supporting continuous accounting.
Sharpen Technologies
Acquisition in 2022
Sharpen Technologies, established in 2011 and headquartered in Indianapolis, Indiana, specializes in developing software and voice solutions for businesses to enhance customer communication. Its flagship product, Sharpen, is a Communications Platform-as-a-Service (CPaaS) that equips leadership, operations, and IT teams with tools and data to support frontline customer service teams. The platform offers customizable voice system management, real-time analytics reporting, and omnichannel routing, aiming to improve agent performance and well-being, and ultimately create perfect customer experiences. Serving various sectors such as education, marketing, retail, and insurance, Sharpen caters to agents, supervisors, IT professionals, and executives, addressing decades-old agent issues responsible for poor customer service.
CHCS Services
Acquisition in 2022
CHCS Services is a technology-enabled third-party administrator (TPA) for the senior health and eldercare markets. It specializes in supplemental health care solutions for senior markets with a focus on long-term care (LTC) and Medicare Supplement (MedSup) plans. CHCS provides third-party administration and support as well as customized care management solutions and services for accident and health, disability, all Medicare supplement plans, and other forms of supplemental insurance policies for global insurance carriers.
Flatirons Solutions
Acquisition in 2021
Flatirons Solutions is a professional services firm that specializes in providing comprehensive consulting and technical solutions to Fortune 1000 companies and government agencies. The company offers a full range of services, including strategic consulting, systems engineering, enterprise architecture, and systems implementation, aimed at addressing mission-critical business challenges. Additionally, Flatirons is recognized for its expertise in defense and aviation technical publications, helping clients maintain complex assets. The firm also develops software for the aerospace industry that streamlines technical content publishing, enhances operational efficiency, and ensures regulatory compliance. Through its innovative approach and commitment to best practices, Flatirons Solutions aims to improve productivity and effectiveness in various sectors.
Univeris
Private Equity Round in 2021
Univeris is a technology company specializing in enterprise wealth management systems. It offers modular platforms for front office operations, distribution, and manufacturing, designed to streamline back-office processes, automate paperwork, and facilitate compliance requirements. By integrating these functionalities, Univeris enables advisors to efficiently manage their businesses, portfolios, and clients from any location.
Teesnap
Private Equity Round in 2021
Teesnap offers cloud-based software and services for golf courses. Its comprehensive suite includes real-time tee time scheduling, mobile point-of-sale, pricing optimization, inventory management, intelligent marketing, and business reporting. This empowers golf course organizations to enhance customer experiences and make data-driven decisions.
Rand McNally
Acquisition in 2020
Rand McNally, founded in 1856, specializes in maps, navigation, and road travel solutions. The company offers a diverse range of products and services catering to consumers, the trucking and commercial transportation sectors, and educational institutions. Notable offerings include IntelliRoute® truck routing software, GPS devices, and America's #1 Road Atlas. Additionally, Rand McNally provides a geography-based online subscription service for schools and operates an online travel information platform featuring Tripology, which offers interactive travel referrals and an online travel store. The company also manufactures electronic logging devices and navigation guides designed to enhance the road travel experience, facilitating fleet management and commercial navigation across various industries, including logistics, construction, and energy.
Industrial Defender
Acquisition in 2020
Industrial Defender Inc. specializes in cybersecurity, compliance, and change management solutions for operational technology in sectors such as electric utilities, chemical processing, transportation, water, and oil and gas. Founded in 1996 and based in Foxborough, Massachusetts, the company offers a comprehensive suite of products, including the Automation Systems Manager (ASM), which facilitates asset management, security event management, and compliance reporting. Its solutions also encompass a Network Intrusion Detection System (NIDS), access management tools, and a Compliance Manager for automating security processes. Industrial Defender's services are designed to integrate seamlessly with existing IT frameworks, providing visibility and situational awareness to cross-functional teams. The company has established a strategic partnership with Schneider Electric to enhance its offerings. Formerly known as Verano, Inc., Industrial Defender rebranded in May 2007 to reflect its focus on the industrial cybersecurity landscape.
UMT360
Acquisition in 2019
UMT360 offers strategic portfolio management software that integrates with various project execution tools. It enables organizations to align their projects with overall strategy, enhancing decision-making and accelerating business transformation.