THL

Thomas H. Lee Partners, L.P. is a private equity firm founded in 1974 that specializes in investing in mid-market growth companies in North America. With a focus on four main industry sectors - Business & Financial Services, Consumer & Retail, Healthcare, and Media, Information Services & Technology - the firm has raised over $25 billion of equity capital, invested in more than 140 companies, and completed over 400 add-on acquisitions. By leveraging dedicated sector and operating teams, Thomas H. Lee Partners aims to accelerate growth, improve operations, and drive long-term sustainable value in partnership with management to build successful companies. The firm typically invests between $100 million to $300 million in companies with enterprise values ranging from $250 million to $2500 million, preferring to take a majority stake and actively participate in the governance of its portfolio companies.

Todd Abbrecht

Co-Chief Executive Officer & Member of Management and Investment Committees

Mark F. Abodeely

Associate, Investor Relations

Colby Adcock

Principal

Mark Bean

Managing Director

Michael A. Bell

MD - SRG

Mark L. Benaquista

MD - SRG

Scott Berger

Associate

Beverly Berman

Managing Director of Investor Relations

Jay Bhatt

Managing Director

Sandeep Bidari

Vice President, Strategic Resource Group

Michael Borom

Managing Director

Joshua D. Bresler

Managing Director

James C. Carlisle

MD

Varun P. Chopra

Associate

Ethan Chosnek

ASSOCIATE

Harsh Daga

Associate

Alexandra Lorene DeLaite

Director

Max Doubenski

VP

Ali L. Dowd

VP

Conor Fernandez

Principal

Timothy Ferris

Principal

Alexander Fields

ASSOCIATE

James Gammill

ASSOCIATE

Mark A. Garcia

Vice President of Finance Group

Andrew Garske

SENIOR ASSOCIATE

Bryan Gelnett

DIRECTOR - SRG

Mark Giragosian

VP

Laura A. Grattan

MD

Tyler D. Griffith

MD - INVESTOR RELATIONS

Ted Growney

Senior Associate

Eliza Guild

ASSOCIATE

Thomas Hagerty

Managing Director

John Haley

Executive Partner

Charles Holden

Managing Director and Chief Financial Officer

Matthew L. Hooks

VP of SRG

Daniel G. Jones

Chief Operating Officer, Managing Director, Head of SRG & Member of Management Committee

Michael K. Kaczmarek

Investment Professional

David Kilkenny

ASSOCIATE

Syndie Kim

Principal

Jon Lange

PRINCIPAL

Stephen Lantz

Principal

Jonathan Lee

Associate

Brittni E. Levinson

Associate

Tommy Liem

Senior Associate, Investor Relations

L. Clifford Longley

Managing Director

Cliff Longley

DIRECTOR

Camyar Matini

Associate

Gregory Maxon

Managing Director & Head of Capital Markets

Janie McDonough

Associate

Bradley Miles

Associate

Gaurav Mittal

Managing Director, Business Development

Kevin Mok

SENIOR ASSOCIATE

Joshua M. Nelson

Managing Director

Soren Oberg

Advisory Partner

Jason Peng

ASSOCIATE

Vicente Piedrahita

MD - SRG

Megan Preiner

MD

Ganesh Rao

Managing Director & Head of Financial Services Vertical

Alec Ren

SENIOR ASSOCIATE

Samuel Rives

VP

Laira Torres Ruiz

Associate

Jesse Searby

Managing Director, Business Development

Edward Shahnasarian

Managing Director

Kearney Shanahan

Director

Angela Shen

Associate

Gazal Sikand

Managing Director, SRG

Jagjit Singh

DIRECTOR - SRG

Scott M. Sperling

Co-President

Robert Spies

DIRECTOR - SRG

Stephanie S. Stamatos

MD - HUMAN CAPITAL

Benjamin Stern

ASSOCIATE

Julia Lestrange Stern

VP

Jeff Swenson

Managing Director

Nik Tikoo

SENIOR ASSOCIATE

Shahab Vagefi

Managing Director

Tabish Valliani

ASSOCIATE

Christina Warner

Associate

Kent Weldon

Managing Director

Gregory White

Managing Director of Investor Relations

Adam Wiesel

MD - BUSINESS DEVELOPMENT

Shari H. Wolkon

Managing Director & General Counsel

Nicole Wong

MD - SRG

Lily Wray

VP - SRG

Ben Ye

Principal

93 past transactions

FourKites

Series D in 2021
FourKites, Inc. develops software platform for freight brokers and shippers to streamline their operations. It offers a real-time tracking platform for shippers, carriers, third party logistics companies, and freight brokers; BackHaul Management, a solution that identifies details about the window in which deadhead miles could potentially occur; and CarrierLink, a solution that helps brokers and owner-operators sync up in real time. FourKites, Inc. was incorporated in 2013 and is headquartered in Chicago, Illinois.

CTI Foods

Acquisition in 2013
CTI Foods is a culinary-driven company that offers a diverse range of custom food solutions to the foodservice and restaurant industries, including raw and pre-cooked protein, soups and sauces and dehydrated beans. CTI Foods has six state-of-the-art food processing facilities and has over 1,500 employees at its California, Idaho, Kentucky, Pennsylvania, and Texas locations.

Give and Go

Acquisition in 2016
As a trusted manufacturer of baked goods operating for over 25 years, they’re all about providing innovative, quality bakery solutions that meet our customer needs, whether it’s convenience, increased efficiency, creative product offerings, and of course, growing sales. With their extensive product selection and portfolio of successful brands, they cover all needs, from bite sized delights under the bestselling two-bite® brand, decadent indulgences under Kimberley’s Bakeshoppe™, feel good snacks under Mason St. Bakehouse™, or traditional treats that are good to the last crumb under The Worthy Crumb Pastry Co™.

Bazaarvoice

Acquisition in 2021
Bazaarvoice helps brands capture, analyze and act upon social data, and enables authentic customer-powered marketing

Smile Doctors

Private Equity Round in 2022
Smile Doctors LLC provides orthodontics services for children, teens, and adults in Texas. It offers adult ortho, dentofacial orthopedics, early, invisalign teen/adult, orthognathic surgery, two phase, temporomandibular joint disorder, and pediatric dentistry treatments. The company was incorporated in 2015 and is based in Georgetown, Texas.

CSafe

Private Equity Round in 2016
CSafe designs and manufactures cold chain solutions and mobile refrigeration units for medical device industries, pharmaceutical/biotechnology markets, public health sectors, military/medical/disaster relief industries, and freight forwarders and airlines. It offers passive and active containers to ship temperature-sensitive materials. The company also provides lease, active qualification and validation, training, and packaging qualification services. It serves customers through a network of partners, service centers, support staff, sales representatives, and distributors in the United States and internationally. The company was founded in 1989 and is based in Dayton, Ohio.

Qventus

Private Equity Round in 2022
Qventus, Inc designs and develops artificial intelligence based software platform that streamlines hospital operations using real time data analytics. Its platform predicts issues, prescribes an immediate recommendation, and persuades the team member to take action. The company offers services for emergency department, operating room, and patient safety. It was formerly known as analyticsMD, Inc. and changed its name to Qventus, Inc in March 2017. Qventus, Inc was incorporated in 2011 and is based in Los Altos, California.

Michael Foods

Acquisition in 2003
Michael Foods, Inc., based in Minnetonka, MN, is a multinational producer and distributor of food products to the foodservice, retail, and food-ingredient markets. Its principle products are specialty egg products, refrigerated potato products, cheese and other dairy products.

KINEXON

Series A in 2022
The Internet of Things (IoT) is a global major trend. It promises a future in which people and processes communicate and interact with each other fully automatically, almost as if controlled by magic. But to achieve this, we need to know the exact location and status of all relevant ​“things.” We need to connect these things. And this requires a real-time intelligence that lets everything communicate as quickly and intelligently as possible. That’s exactly what we at KINEXON do. For this purpose we offer real-time location solutions and and open edge computing platforms.

CompuCom

Acquisition in 2013
CompuCom Systems, Inc. provides end-to-end managed services, technology and consulting to enable the digital workplace for enterprise, midsize and small businesses. Celebrating its 30th year, CompuCom delights with individualized experiences, drives workplace collaboration and productivity, and delivers operational performance and efficiency. For more information, visit www.compucom.com.

Seniorlink

Private Equity Round in 2020
Seniorlink is a tech-enabled health services company focused on transforming care management in the home, where family caregivers play a pivotal role. Their solutions combine proprietary collaboration technology, evidence-based clinical protocols, and the human touch of dedicated care teams who work in partnership with family caregivers to meaningfully lower costs and improve consumer engagement and satisfaction for risk-bearing provider and payer organizations.

ProcureNet

Venture Round in 2000
ProcureNet serves as a single procurement source for individuals that offers a suite of solutions. It provides e-commerce solutions for the procurement of specialty and non-specialty products by agencies and departments of the federal government, State and local government agencies, and SME companies. Its suite of products and services offers its users with Internet-based requisitioning, order approval workflow, order status checking, purchase order generation, invoice matching and consolidation, and accounts payable management. ProcureNet is a U.S.-based company that was founded in 1994 and the company was acquired by SAIC (Science Applications International Corporation) on November 29, 2004.

Centria Healthcare

Merger/Acquisition in 2019
Provider of specialized home-based healthcare services dedicated to helping patients with autism develop, pursue and achieve their own goals. The company's spectrum of services includes catastrophic injury, rehabilitation care, private duty nursing and supportive living for individuals with autism and dementia, enabling patients to get unparalleled service in the safety and comfort of their own homes.

Guaranteed Rate

Private Placement in 2017
The Guaranteed Rate Companies, which includes Guaranteed Rate Inc., and Guaranteed Rate Affinity, LLC, has over 6,000 employees in a total of 700 offices across the U.S. and funded $37 billion in 2019. Headquartered in Chicago, Guaranteed Rate Inc. is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., it has helped homeowners nationwide with home purchase loans and refinances. 2017 marked the launch of Guaranteed Rate Affinity, LLC, a mortgage origination joint venture between Guaranteed Rate, Inc. and Realogy Holdings Corp. (NYSE: RLGY), a global leader in residential real estate franchising and brokerage. Collectively, the companies have earned honors and awards such as HousingWire’s 2020 Tech100 award for the company’s industry-leading FlashClose technology, Top Lender for Online Service for 2018 by U.S. News & World Report, and Best Online Mortgage Lender, Best Mortgage Lender for VA loans and Best Conventional Mortgage Lender by NerdWallet in 2019.

NexTech

Acquisition in 2019
Nextech Systems, LLC provides healthcare technology solutions for specialty providers. The company offers electronic medical record, practice management, revenue management, and patient engagement software solutions. It serves physicians and office staff members in the clinical specialties of ophthalmology, dermatology, orthopedics, medical spa, and plastic surgery aspects. The company was founded in 1997 and is based in Tampa, Florida.

Curo Health Services

Merger/Acquisition in 2015
Curo Health Services is a hospice care company offering medical care, pain management, and emotional and spiritual support to families. Curo Health Services and its eight hospice affiliates provide compassionate Hospice care with clinical excellence to over 7200 patients, and their families, across 19 states. Their goal is to enrich the quality of life as life's journey nears its completion. Through supportive, loving, comfort care they offer patients and their families comfort for body, mind and spirit.

AutoStore

Acquisition in 2019
AutoStore AS manufactures automated warehousing and storage systems. The company provides automated retrieval and material handling solutions. It has strategic partnerships with Bastian Solutions, AM Automation, Egemin, Swisslog, Element Logic, and LG CNS. The company was formerly known as Jakob Hatteland Computer AS. AutoStore AS was founded in 1995 and is headquartered in Nedre Vats, Norway.

ServiceLink

Acquisition in 2013
ServiceLink Holdings, LLC provides real estate title, closing, and escrow services. It also offers appraisal and valuation solutions and default related services that includes asset management and sales. ServiceLink Holdings, LLC was formerly known as Black Knight Financial Services II, LLC. The company was incorporated in 2013 and is based in Coraopolis, Pennsylvania. ServiceLink Holdings, LLC operates as a subsidiary of Black Knight Financial Services, Inc

Phillips Pet Food & Supplies

Acquisition in 2013
Phillips Pet Food & Supplies has been a family owned and operated business since 1938. They started out as a local feed store in Germansville, PA delivering Purina feed to local farmers. Today, they distribute over 300 brands to independent pet stores from coast to coast.

US LEC

Post in 2000
US LEC is a rapidly growing CLEC that provides switched local, long distance and enhanced telecommunications services primarily to medium and large-sized organizations located in selected markets in the southeastern United States. The Company was founded in June 1996 after passage of the Telecom Act, which enhanced the competitive environment for local exchange services. The Company initiated service in Charlotte, North Carolina in March 1997, becoming one of the first CLECs in North Carolina to provide switched local exchange services, and subsequently initiated service in Raleigh and Greensboro, North Carolina and in Atlanta, Georgia. As of February 28, 1998, the Company had 62,545 Equivalent Access Lines in service. US LEC plans to enter 15 new markets in Tennessee, Florida, South Carolina, Virginia and North Carolina by the end of 1999.

Curo Health Services

Acquisition in 2014
Curo Health Services is a hospice care company offering medical care, pain management, and emotional and spiritual support to families. Curo Health Services and its eight hospice affiliates provide compassionate Hospice care with clinical excellence to over 7200 patients, and their families, across 19 states. Their goal is to enrich the quality of life as life's journey nears its completion. Through supportive, loving, comfort care they offer patients and their families comfort for body, mind and spirit.

Bargain Hunt Superstores

Private Equity Round in 2015
Bargain Hunt Superstores operates a chain of discount retail stores in Tennessee, Alabama, Georgia, Mississippi, Kentucky, and Indiana. It sells merchandise ranging from overstocks, out-of-season goods, customer returns, and new and refurbished items in the areas of clothing for men, women, and children; electronics and HDTVs; home goods and domestics; various toys and bikes; sporting goods and outdoor gear; indoor and outdoor furniture; and more. The company was founded in 2000 and is based in La Vergne, Tennessee. Bargain Hunt Superstores operates as a subsidiary of Essex Technology Group, Inc.

Sterling Financial Corporation

Acquisition in 2010
Sterling Financial Corporation of Spokane, Washington is the bank holding company for Sterling Savings Bank*, a state chartered and federally insured commercial bank, that operates under the trade names of Sterling Bank and in California as Sonoma Bank.

Prime Risk Partners

Acquisition in 2014
At Prime Risk Partners, they are building a superior national insurance distribution operation through selective acquisitions, strategic new hires and thoughtful operations. Their philosophy of innovative solutions and collaborative success enables them to be the home of choice for industry professionals seeking to grow as part of something larger than themselves. They aim to be the partner of choice for independent agencies that want to be rewarded for what they have built while maintaining a sense of independence and continuing to build their businesses with the capital they provide.

Agencyport Software

Acquisition in 2011
Agencyport Software (formerly Sword Insurance), delivers software solutions that help companies around the world sell their products and service their clients throughout the customer lifecycle. They offer the world's leading web-based distribution technologies, global policy administration solutions and robust business intelligence tools—a powerful mix that makes the complex business of insurance easier and smarter, and helps there customers seize opportunities and gain a competitive edge quickly.

Fogo de Chao

Acquisition in 2011
Fogo de Chao is a Brazilian steakhouse chain business. The company’s restaurants offer beef, lamb, chicken, pork, and seafood items, as well as liquor, beer, and wine.

Fortna

Private Equity Round in 2019
Fortna They help the world’s biggest brands transform their distribution operations into a competitive advantage. They can help you map the flow of goods, engineer custom distribution operations, select the right equipment, and take your operations to a higher level. By partnering with Fortna Their clients are better able to make and keep bold promises to their customers.

Bargain Hunt Superstores

Merger/Acquisition in 2015
Bargain Hunt Superstores operates a chain of discount retail stores in Tennessee, Alabama, Georgia, Mississippi, Kentucky, and Indiana. It sells merchandise ranging from overstocks, out-of-season goods, customer returns, and new and refurbished items in the areas of clothing for men, women, and children; electronics and HDTVs; home goods and domestics; various toys and bikes; sporting goods and outdoor gear; indoor and outdoor furniture; and more. The company was founded in 2000 and is based in La Vergne, Tennessee. Bargain Hunt Superstores operates as a subsidiary of Essex Technology Group, Inc.

Black Knight

Acquisition in 2013
Black Knight (BKFS), a Fidelity National Financial (FNF) company, is a leading provider of integrated technology, data and analytics solutions that facilitate and automate many of the business processes across the mortgage lifecycle. Black Knight is committed to being the premier business partner that lenders and servicers rely on to achieve their strategic goals, realize greater success and better serve their customers by delivering best-in-class technology, services and insight with a relentless commitment to excellence, innovation, integrity and leadership.

Material Handling Systems

Merger/Acquisition in 2017
MHS is a premier material handling systems integrator in North America. They deliver on the promise of their commitment to quality, performance, and safety by successfully executing projects and cultivating customer relationships.

Ashling Partners

Private Equity Round in 2021
Ashling Partners is a professional services & technology firm that drives efficiency gains and process improvement through Robotic Process Automation (RPA), Process Discovery, and targeted Artificial Intelligence (AI). We work with leading intelligent process automation technologies to drive continual process improvement and better employee engagement for our clients.

Curvature

Acquisition in 2010
Curvature, Inc. provides new and pre-owned hardware, third-party maintenance, and IT services under. It also provides networking, server, storage, hardware, and asset disposition products. In addition, the company sells optical network transceivers, switches, routers, IP telephony, security, products, network interface cards, dual in-line memory products, solid state drives, and related accessories. It offers It services, such as cloud advisory, data center and cloud migration, IT asset management, wireless transformation, network transformation, IT discovery, assessments, staging and configuration, deployment, health checks, remote hands, staff augmentation, physical relocation, IT asset disposition, storage performance, and cloud spend services. The company was founded in 1981 and is headquartered in Charlotte, North Carolina with locations in the Americas, Europe, and Asia. As of November 11, 2020, Curvature, Inc. operates as a subsidiary of Park Place Technologies, LLC.

Adare Pharmaceuticals, Inc.

Merger/Acquisition in 2020
Adare Pharmaceuticals, Inc. develops, manufactures, and markets pharmaceutical products for customers worldwide. It develops Lactéol, a proprietary combination of Lactobacillus fermentum and Lactobacillus delbrueckii, and fermented culture medium (neutralized), which is used in addition to rehydration and dietary measures, as a symptomatic supplemental treatment for diarrhea in adults and children. The company also develops products for various therapeutic categories, such as cardiovascular, pain management, GI, and CNS; taste masking and orally disintegrating tablets, drug release products, and bioavailability enhancement products; and Rx and orally disintegrating tablets. It offers its products through distributors. Adare Pharmaceuticals, Inc. was formerly known as Aptalis Pharmatech, Inc. and changed its name to Adare Pharmaceuticals, Inc. in April 2015. The company is based in Lawrenceville, New Jersey. It has a manufacturing and formulation, and research and development facility in Vandalia, Ohio; and manufacturing facilities in Canada, Italy, and France. Adare Pharmaceuticals, Inc. is a former subsidiary of Allergan plc.

HighTower Advisors

Private Equity Round in 2017
HighTower is a advisor-owned financial services company. HighTower Advisors are free of those conflicts typically found in traditional brokerage firms. They are totally independent, yet fully supported in both viewing the financial lives of our clients more completely and working with them more effectively.

GoodHome.com

Venture Round in 2000
GoodHome.com is the revolutionary home decorating Web site that offers consumers an entirely new way of decorating their homes --online.

Conseco Private Capital

Private Equity Round in 2009
Incorporated in 1979, Conseco Capital Partners is an Indiana-based private equity firm targeting mid-market investments in North America.

Fortna

Private Placement in 2019
Fortna They help the world’s biggest brands transform their distribution operations into a competitive advantage. They can help you map the flow of goods, engineer custom distribution operations, select the right equipment, and take your operations to a higher level. By partnering with Fortna Their clients are better able to make and keep bold promises to their customers.

System One

Acquisition in 2016
Headquartered in Pittsburgh, Pennsylvania, System One is one of the largest professional staffing firms in the U.S. with over 6,000 employees serving the diversified engineering, clinical/scientific, IT, and legal markets. System One offers a full suite of specialty workforce solutions and integrated services focused on mission-critical, recurring human capital solutions, such as testing and inspection, non-destructive testing, staff augmentation, legal process outsourcing and eDiscovery, recruiting services, managed service provider (MSP) services, and vendor management services (VMS).

Auction.com (a Ten-X Company)

Private Equity Round in 2017
As the nation’s leading online real estate marketplace focused exclusively on the sale of bank-owned and foreclosure properties to real estate investors, Auction.com makes every property transaction fast, efficient and transparent.

Guaranteed Rate

Private Equity Round in 2017
The Guaranteed Rate Companies, which includes Guaranteed Rate Inc., and Guaranteed Rate Affinity, LLC, has over 6,000 employees in a total of 700 offices across the U.S. and funded $37 billion in 2019. Headquartered in Chicago, Guaranteed Rate Inc. is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., it has helped homeowners nationwide with home purchase loans and refinances. 2017 marked the launch of Guaranteed Rate Affinity, LLC, a mortgage origination joint venture between Guaranteed Rate, Inc. and Realogy Holdings Corp. (NYSE: RLGY), a global leader in residential real estate franchising and brokerage. Collectively, the companies have earned honors and awards such as HousingWire’s 2020 Tech100 award for the company’s industry-leading FlashClose technology, Top Lender for Online Service for 2018 by U.S. News & World Report, and Best Online Mortgage Lender, Best Mortgage Lender for VA loans and Best Conventional Mortgage Lender by NerdWallet in 2019.

Hexure

Acquisition in 2020
Insurance Technologies, LLC designs and develops sales automation solutions to insurance and financial services industries. It offers ForeSight, an annuity and life insurance illustration software to create compliant and compelling new business and inforce illustrations, as well as supports key aspects of the sales process for multiple lines of business and product types across diverse distribution channels. The company also provides FireLight sales automation software to digitally transform the entire sales process across all lines of business and to create cohesive and influential sales and buying experiences. It serves various lines of business, including annuity, life, long term care, and DI insurances; and carriers and distributors. Insurance Technologies, LLC was founded in 1995 and is headquartered in Colorado Springs, Colorado.

HighTower Advisors

Merger/Acquisition in 2017
HighTower is a advisor-owned financial services company. HighTower Advisors are free of those conflicts typically found in traditional brokerage firms. They are totally independent, yet fully supported in both viewing the financial lives of our clients more completely and working with them more effectively.

Material Handling Systems

Acquisition in 2017
MHS is a premier material handling systems integrator in North America. They deliver on the promise of their commitment to quality, performance, and safety by successfully executing projects and cultivating customer relationships.

Professional Physical Therapy

Merger/Acquisition in 2016
Professional Orthopedic and Sports Physical Therapy, headquartered in Uniondale, New York, is an award-winning, leading provider of physical therapy and rehabilitation services in the New York metropolitan area, New Jersey and Connecticut. Founded in 1998, Professional Physical Therapy now operates 83 outpatient physical therapy centers: 12 located within Equinox Fitness Centers, five located in Blink Fitness facilities, one located in a STACK Sports Performance Center, and 65 standalone. The company’s outpatient physical therapy centers provide treatment to patients suffering from musculoskeletal impairments associated with orthopedic and sports injuries and other medical conditions

CSafe

Merger/Acquisition in 2016
CSafe designs and manufactures cold chain solutions and mobile refrigeration units for medical device industries, pharmaceutical/biotechnology markets, public health sectors, military/medical/disaster relief industries, and freight forwarders and airlines. It offers passive and active containers to ship temperature-sensitive materials. The company also provides lease, active qualification and validation, training, and packaging qualification services. It serves customers through a network of partners, service centers, support staff, sales representatives, and distributors in the United States and internationally. The company was founded in 1989 and is based in Dayton, Ohio.

Digital Broadband Communications

Private Equity Round in 2000
Digital Broadband was created around the notion of doing things differently. Doing things better, faster and less expensively. Their mission as the country's premier Broadband Communications Provider is to transform the way businesses work and communicate.

Phytech

Series C in 2020
Phytech Ltd. manufactures phytomonitoring device that connects growers to their plants. It uses plant Internet of things devices, data analytics, and artificial plant intelligence to monitor the plant’s growth rate and contraction and enable growers to receive and share a constant real-time stream of data that gives them the exact status of the plant and its stress level. Its products are used by growers various crops, including corn, almonds, citrus, cotton, apple, pecan, avocado, and mango. The company was founded in 2011 and is headquartered in Rosh HaAyin, Israel with additional offices in California, Central USA, and Australia. Phytech Ltd. operates as a subsidiary of Elul Tamarynd Ltd.

Healthcare Staffing Services

Merger/Acquisition in 2015
Healthcare Staffing Services, LLC is a healthcare staffing services company focused on providing quality patient care and delivering improved patient outcomes throughout the U.S. Through its investment in Fastaff ® Travel Nursing and U.S. Nursing Corporation ®, the company supplies rapid response temporary travel nurses for urgent staffing needs to maintain the continuity of care for its clients and their patients.

Sword Insurance

Acquisition in 2011
Sword Insurance delivers software solutions that help companies around the world sell their products and service their clients throughout the customer lifecycle. They offer the world's leading web-based distribution technologies, global policy administration solutions and robust business intelligence tools—a powerful mix that makes the complex business of insurance easier and smarter, and helps their customers seize opportunities and gain a competitive edge quickly.

RightHand Robotics

Series C in 2022
Their robots grasp a wide variety of items from bins and cases. Their core technology enables them to do this automatically — without laborious data-entry or parameter-tuning — so they are inexpensive to set up and flexible to the changing needs of businesses.

Syneos Health

Private Equity Round in 2016
Syneos Health® (Nasdaq:SYNH) is the only fully integrated biopharmaceutical solutions organization. The Company, including a Contract Research Organization (CRO) and Contract Commercial Organization (CCO), is purpose-built to accelerate customer performance to address modern market realities. We bring together approximately 24,000 clinical and commercial minds with the ability to support customers in more than 110 countries. Together we share insights, use the latest technologies and apply advanced business practices to speed our customers’ delivery of important therapies to patients.

Autism Home Support Services

Private Equity Round in 2020
Autism Home Support Services is a provider of in-home, one-on-one services to children with Autism Spectrum Disorders (ASD). The company's passion is delivering progress towards the hopes and dreams of its clients. Its mission is to provide quality, evidence-based therapy, and counseling to children with ASD and their families in the home. The company’s comparative advantage is its customized, fully-integrated solution, which combines the highest quality in-home care with proprietary software, telemedicine support, and comprehensive end-to-end insurance, billing, and process infrastructure to make caregiving and insurance reimbursement seamless.

Phytech

Private Placement in 2020
Phytech Ltd. manufactures phytomonitoring device that connects growers to their plants. It uses plant Internet of things devices, data analytics, and artificial plant intelligence to monitor the plant’s growth rate and contraction and enable growers to receive and share a constant real-time stream of data that gives them the exact status of the plant and its stress level. Its products are used by growers various crops, including corn, almonds, citrus, cotton, apple, pecan, avocado, and mango. The company was founded in 2011 and is headquartered in Rosh HaAyin, Israel with additional offices in California, Central USA, and Australia. Phytech Ltd. operates as a subsidiary of Elul Tamarynd Ltd.

AbacusNext

Acquisition in 2021
Founded in 1983 and backed by private investment, AbacusNext is headquartered in La Jolla, California, and operates two full spectrum security and privacy compliant data center environments in SSAE 16-compliant, SOC 1-, 2- data centers, geographically dispersed.

AutoStore

Merger/Acquisition in 2019
AutoStore AS manufactures automated warehousing and storage systems. The company provides automated retrieval and material handling solutions. It has strategic partnerships with Bastian Solutions, AM Automation, Egemin, Swisslog, Element Logic, and LG CNS. The company was formerly known as Jakob Hatteland Computer AS. AutoStore AS was founded in 1995 and is headquartered in Nedre Vats, Norway.

Hexure

Acquisition in 2020
Insurance Technologies, LLC designs and develops sales automation solutions to insurance and financial services industries. It offers ForeSight, an annuity and life insurance illustration software to create compliant and compelling new business and inforce illustrations, as well as supports key aspects of the sales process for multiple lines of business and product types across diverse distribution channels. The company also provides FireLight sales automation software to digitally transform the entire sales process across all lines of business and to create cohesive and influential sales and buying experiences. It serves various lines of business, including annuity, life, long term care, and DI insurances; and carriers and distributors. Insurance Technologies, LLC was founded in 1995 and is headquartered in Colorado Springs, Colorado.

Party City

Private Equity Round in 2012
Party City Corporation operates as a party goods supplier and party retail chain in North America and internationally. The company offers balloons, party supplies, birthday party supplies, holidays, theme party supplies, Halloween costumes, and personalization products. It sells products through its retail stores, as well as online. The company was founded in 1986 and is based in Rockaway, New Jersey. As of December 23, 2005, Party City Corporation operates as a subsidiary of Party City Holdings Inc.

8th Avenue Food & Provisions

Private Placement in 2018
8th Avenue Food & Provisions, Inc. manufactures and distributes private brand food products. The company was founded in 2018 and is based in Saint Louis, Missouri. As of July 2, 2018, 8th Avenue Food & Provisions, Inc. operates as a subsidiary of Post Holdings, Inc.

Art Van Furniture

Acquisition in 2017
Art Van Furniture is the Midwest’s furniture retailer. It is one of America’s largest independent furniture retailers and Michigan’s premier customer destination for great style at an affordable price. The company operates more than 100 stores throughout Michigan, Ohio, Indiana, Illinois and Iowa, including freestanding Art Van PureSleep mattress stores, Art Van Flooring stores, and Art Van Furniture franchise locations, as well as a full service e-commerce website.

1-800 Contacts

Acquisition in 2014
1-800 CONTACTS, Inc. retails lenses online for consumers in the United States. It provides daily disposables, toric lenses, color lenses, bifocal lenses, and eye care solutions; and glasses. The company sells products through phone, Internet, mail, or fax. The company was founded in 1995 and is headquartered in Orem, Utah. 1-800 CONTACTS, Inc. is a former subsidiary of Anthem, Inc.

Ceridian

Private Placement in 2018
Ceridian is a global business services company that provides reality-based KnowHow to take the guesswork out of impacting your organization's bottom line. From human resources and benefits to productivity and payroll services, they help organizations maximize their human, financial and technology resources. As a leader in payroll outsourcing, gift cards and corporate spending, they're the driving force in payment innovation. Whether they're partnering with you to save money, grow your business, enhance operations or minimize financial risks they provide the insights and solutions that ensure your success. Dayforce, the company's flagship cloud HCM platform, provides human resources, payroll, benefits, workforce management, and talent management capabilities in a single solution. Ceridian's platform helps to manage the entire employee lifecycle, from recruiting and onboarding, to paying people and developing their careers. Ceridian provides solutions for organizations of all sizes, from small businesses to global organizations.

Odessa

Private Equity Round in 2021
Odessa is a lease management consulting company exclusively focused in the leasing industry. Odessa is divided into two major verticals: Equipment Leasing and Automotive Leasing (includes Vehicle Fleet Management & specialization in Truck Leasing). The company is headquartered in Philadelphia, USA with operations in Bangalore, India, and has a total staff of 465 employees. Since its incorporation in 1998, Odessa has emerged as a global leader in lease management software technologies; the company’s flagship suite LeaseWave comprises of over 120 configurable modules built entirely on the Microsoft.NET platform with a true Services Oriented Architecture. The suite fully automates the operations and logistics of lease management, while automatically carrying out all the accounting behind every transaction. Odessa Technologies is a provider of Asset Leasing and Fleet Management software focused on the global leasing industry. Odessa AppStudio is the user-friendly, low code development platform on which LeaseWave itself was created. It is architected to allow continuous functional and technological upgrades while remaining compatible with your changes.

Nortek

Acquisition in 2004
Nortek, Inc. engages in the manufacture and sale of residential and commercial building products primarily in the United States, Canada, and Europe. The company's Residential Ventilation Products segment offers kitchen range hoods; exhaust fans; and indoor air products, such as air exchangers, heat or energy recovery ventilators, and powered attic ventilators. It also sells door chimes, medicine cabinets, trash compactors, ceiling fans, and central vacuum systems. Its Home Technology Products segment provides audio/video distribution and control equipment, including multi-room/multi-source amplifiers, home theater receivers, intercom systems, hard disk media servers, and control devices, such as keypads, remote controls, and volume controls; security and access control products comprising intrusion protection systems, and garage and gate operators, as well as devices to gain entry to buildings and gated properties. It also offers speakers and subwoofers, power conditioners and surge protectors, audio/video wall mounts and fixtures, lighting controls, and structured wiring products. The company's Residential Air Conditioning and Heating Products segment provides split-system air conditioners; heat pumps; air handlers; furnaces; and related equipment, accessories, and parts. Its Commercial Air Conditioning and Heating Products segment offers HVAC systems for commercial offices, manufacturing and educational facilities, hospitals, retail stores, clean rooms, and governmental buildings. Nortek serves professional remodeling and replacement, residential and commercial construction, manufactured housing, and the do-it-yourself markets. The company was founded in 1967 and is based in Providence, Rhode Island. Nortek, Inc. is a subsidiary of Nortek Holdings, Inc.

Professional Physical Therapy

Private Equity Round in 2016
Professional Orthopedic and Sports Physical Therapy, headquartered in Uniondale, New York, is an award-winning, leading provider of physical therapy and rehabilitation services in the New York metropolitan area, New Jersey and Connecticut. Founded in 1998, Professional Physical Therapy now operates 83 outpatient physical therapy centers: 12 located within Equinox Fitness Centers, five located in Blink Fitness facilities, one located in a STACK Sports Performance Center, and 65 standalone. The company’s outpatient physical therapy centers provide treatment to patients suffering from musculoskeletal impairments associated with orthopedic and sports injuries and other medical conditions

GCA Services Group

Acquisition in 2015
GCA Services Group is a national provider of quality facility services, including janitorial/custodial services, contamination control for cleanroom manufacturing, facilities operations and maintenance, grounds management, in-sourced production staffing and labor management, diversified staffing, and more.

Party City

Acquisition in 2012
Party City Corporation operates as a party goods supplier and party retail chain in North America and internationally. The company offers balloons, party supplies, birthday party supplies, holidays, theme party supplies, Halloween costumes, and personalization products. It sells products through its retail stores, as well as online. The company was founded in 1986 and is based in Rockaway, New Jersey. As of December 23, 2005, Party City Corporation operates as a subsidiary of Party City Holdings Inc.

First Bancorp

Acquisition in 2011
First BanCorp is a publicly-owned financial holding company that is subject to regulation, supervision, and examination by the Federal Reserve Board. FirstBank Puerto Rico is First BanCorp's only direct subsidiary. First BanCorp is engaged in the banking business and provides a wide range of financial services for retail and institutional clients. First BanCorp had total assets of approximately $6.2 billion, total deposits of approximately $3.5 billion and total stockholders' equity of approximately $462 million at March 31, 2001. The company was founded in 1948 and is headquartered in San Juan, Puerto Rico.

Agiliti, Inc. (OTCPK:AGLY)

Private Placement in 2018
Agiliti, Inc. provides healthcare technology management and service solutions to the healthcare industry in the United States. Its equipment solutions primarily provide supplemental, peak need, and per-case rental of general biomedical, specialty, and surgical equipment to acute care hospitals and alternate site providers, including nation's premier healthcare institutions. The company’s clinical engineering solutions offer maintenance, repair, and remediation solutions for various type of medical equipment, including general biomedical and diagnostic imaging equipment through supplemental and outsourced offerings. In addition, it provides on-site managed services, including management, processing, and logistics of medical equipment at customer facilities and integrated delivery networks. Its on-site managed solution monitors and adjusts equipment quantities to meet fluctuations in patient census and acuity. As of July 8, 2019, it owned or managed approximately 800,000 units of medical equipment for approximately 7,000 national, regional, and local acute care hospitals and alternate site providers. Agiliti, Inc. was founded in 2018 and is based in Minneapolis, Minnesota.

System One

Merger/Acquisition in 2016
Headquartered in Pittsburgh, Pennsylvania, System One is one of the largest professional staffing firms in the U.S. with over 6,000 employees serving the diversified engineering, clinical/scientific, IT, and legal markets. System One offers a full suite of specialty workforce solutions and integrated services focused on mission-critical, recurring human capital solutions, such as testing and inspection, non-destructive testing, staff augmentation, legal process outsourcing and eDiscovery, recruiting services, managed service provider (MSP) services, and vendor management services (VMS).

NexTech

Merger/Acquisition in 2019
Nextech Systems, LLC provides healthcare technology solutions for specialty providers. The company offers electronic medical record, practice management, revenue management, and patient engagement software solutions. It serves physicians and office staff members in the clinical specialties of ophthalmology, dermatology, orthopedics, medical spa, and plastic surgery aspects. The company was founded in 1997 and is based in Tampa, Florida.

Alfresco

Merger/Acquisition in 2018
Alfresco is an enterprise open-source software company that automates content-centric processes for digital business. It couples the innovation of open source with the stability of a true enterprise-class platform. The open-source model allows Alfresco to use open source technologies and contributions from the open-source community to get higher quality software produced more quickly at a much lower cost. It was founded in 2005 and headquartered in San Mateo, California.

Ten-X

Acquisition in 2017
Ten-X provides an online real estate marketplace allows people to buy and sell commercial and residential real estate properties online using desktop and mobile technology. It buys and sells residential and commercial properties. Ten-X lets buyers, sellers, and real estate professionals search, list, and transact properties completely online. Jeffrey Frieden, Monte Koch, and Robert Friedman founded Auction in 1990 that became Ten-X in January 2016, with its headquarters is in Irvine in California.

Fortna

Acquisition in 2019
Fortna They help the world’s biggest brands transform their distribution operations into a competitive advantage. They can help you map the flow of goods, engineer custom distribution operations, select the right equipment, and take your operations to a higher level. By partnering with Fortna Their clients are better able to make and keep bold promises to their customers.

Healthcare Staffing Services

Acquisition in 2015
Healthcare Staffing Services, LLC is a healthcare staffing services company focused on providing quality patient care and delivering improved patient outcomes throughout the U.S. Through its investment in Fastaff ® Travel Nursing and U.S. Nursing Corporation ®, the company supplies rapid response temporary travel nurses for urgent staffing needs to maintain the continuity of care for its clients and their patients.

Acorns

Series C in 2015
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds offered by some asset managers including Vanguard and BlackRock. Acorns was founded in 2012 and is headquartered in Irvine, California.

Art Van Furniture

Merger/Acquisition in 2017
Art Van Furniture is the Midwest’s furniture retailer. It is one of America’s largest independent furniture retailers and Michigan’s premier customer destination for great style at an affordable price. The company operates more than 100 stores throughout Michigan, Ohio, Indiana, Illinois and Iowa, including freestanding Art Van PureSleep mattress stores, Art Van Flooring stores, and Art Van Furniture franchise locations, as well as a full service e-commerce website.

Alfresco

Acquisition in 2018
Alfresco is an enterprise open-source software company that automates content-centric processes for digital business. It couples the innovation of open source with the stability of a true enterprise-class platform. The open-source model allows Alfresco to use open source technologies and contributions from the open-source community to get higher quality software produced more quickly at a much lower cost. It was founded in 2005 and headquartered in San Mateo, California.

Progressive Moulded Products

Acquisition in 2004
Progressive Moulded Products Ltd. is a Canada-based supplier of plastic automotive interior subsystems.

Acosta Sales & Marketing

Acquisition in 2010
Acosta Sales & Marketing is an Equal Opportunity Employer M/F/D/V. Acosta is committed to providing equal opportunity in all of our employment practices, including but not limited to selection, hiring, promotion, transfer, and compensation to all qualified applicants and associates without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other status protected by law. At Acosta, we know that a diverse workforce is an effective one. We understand that it is only through our differences that we are able to truly build a strong company — one with a range of perspectives and ideas that come together to create more innovative solutions. We also understand how important it is that our workforce reflects the diversity of our markets and consumers. Our commitment goals to diversity regardless of content are to support the true representation of the environments in which we operate. We strive to create culturally diverse networks of inspired and skilled associates. We also promise to design and promote positive attitudes, beliefs and understanding toward equality. These principles will be based on respect and appreciation of individual ideas no matter the difference. We believe that when talented associates, from a wide range of backgrounds combine a variety of ideas, our clients and customers will benefit and thrive based on our commitment to inclusion. At Acosta we believe that diversity in our associates and our business relationships brings richness and strength to the services we provide to our clients and customers. Our commitment to diversity extends to our suppliers, where we strive to increase opportunities for ethnic minorities and women-owned businesses to accelerate their growth with Acosta. Supplier diversity is embedded into our strategic procurement processes; we maintain a database of qualified diverse suppliers, and include diverse suppliers in our sourcing and procurement efforts whenever possible. For more than 80 years, Acosta has been dedicated to conducting business with integrity, caring for our communities and respecting our environment. Through sustainability initiatives, Acosta endeavors to be a responsible corporate steward of the environment and, whenever possible, encourages eco-friendly business practices.

AmeriLife

Acquisition in 2020
The AmeriLife Group of companies includes more than 45 individual marketing organizations and agencies, working with over 100,000 independent insurance agents from California to the Carolinas. The company's remarkable growth is the result of vision and innovation, resulting in record expansion, production, sales and profits in recent years.

Ceridian

Private Equity Round in 2016
Ceridian is a global business services company that provides reality-based KnowHow to take the guesswork out of impacting your organization's bottom line. From human resources and benefits to productivity and payroll services, they help organizations maximize their human, financial and technology resources. As a leader in payroll outsourcing, gift cards and corporate spending, they're the driving force in payment innovation. Whether they're partnering with you to save money, grow your business, enhance operations or minimize financial risks they provide the insights and solutions that ensure your success. Dayforce, the company's flagship cloud HCM platform, provides human resources, payroll, benefits, workforce management, and talent management capabilities in a single solution. Ceridian's platform helps to manage the entire employee lifecycle, from recruiting and onboarding, to paying people and developing their careers. Ceridian provides solutions for organizations of all sizes, from small businesses to global organizations.

HighTower Advisors

Private Equity Round in 2020
HighTower is a advisor-owned financial services company. HighTower Advisors are free of those conflicts typically found in traditional brokerage firms. They are totally independent, yet fully supported in both viewing the financial lives of our clients more completely and working with them more effectively.

Intermedix

Acquisition in 2010
Intermedix delivers technology-enabled services and SaaS solutions to health care providers, government agencies and corporations. The company utilizes data analytics to support approximately 15,000 health care providers with practice management and revenue cycle management services. Intermedix connects more than 95 percent of the U.S. with population management technologies. To learn more visit www.intermedix.com.

inVentiv Health

Acquisition in 2010
inVentiv Health offers clinical and commercial professional services to help biopharmaceutical companies streamline their processes. As a global, top-tier, clinical, and commercial professional services company, they work with you to evolve and innovate. They've already challenged the status quo by combining a global Clinical Research Organization (CRO) with a global Contract Commercial Organization (CCO) to create a smoother, better process. By combining the best strategic brains in the biopharmaceutical industry with the latest technologies, they've worked to eliminate the roadblocks, territories, fences, hand-offs, and gaps that can hinder the efficiency and speed at which you bring products into the hands of those who need them most. inVentiv Health offers practices, processes, and systems to enable biopharmaceutical clients to successfully navigate an increasingly complex operating environment. They have more than 15,000 healthcare professionals servicing clients in 90 countries. The company has helped to develop or commercialize 80 percent of all new drugs approved by the FDA and 70 percent approved by the EMA over the last five years. So, they have the proven model to help drive your product successfully from lab to life.

Marketmax Inc.

Private Equity Round in 2001
Marketmax Inc is a Computer Software company located in 101 Pine Ledge Dr, Wells, Maine, United States.

EA Elektro-Automatik

Private Equity Round in 2023
EA Elektro-Automatik GmbH & Co.KG researches, develops, and manufactures laboratory power supplies, high power mains unity products, and electronic loads. Its products include programmable DC laboratory power supplies, programmable DC electronic loads, systems and power racks, industrial power supplies, digital interfaces, and software for the EA device series. It offers products through a network of distributors, as well as online. The company was founded in 1974 and is based in Viersen, Germany.

Juvare

Private Placement in 2018
Juvare envisions a future where communities are resilient in the face of danger, joined together in a network of mutual assistance. By delivering Precise, Vigilant, Connected support, Juvare enables every organization in the public, private, and healthcare sectors to focus on securing resiliency every day. When organizations rely on Juvare to stop trouble in its tracks, communities bounce forward, grow stronger, and get smarter, before, during and after disruption.

Adare Pharmaceuticals

Acquisition in 2020
ADARE PHARMACEUTICALS develops and manufactures pharmaceutical products based on a broad range of proprietary oral drug-delivery platforms.

AmeriLife

Merger/Acquisition in 2020
The AmeriLife Group of companies includes more than 45 individual marketing organizations and agencies, working with over 100,000 independent insurance agents from California to the Carolinas. The company's remarkable growth is the result of vision and innovation, resulting in record expansion, production, sales and profits in recent years.

Give and Go Prepared Foods Corp.

Merger/Acquisition in 2016
Give and Go Prepared Foods Corp. manufactures and sells frozen and thaw-and-sell baked goods to retailers and food service operators in Canada, the United States, Mexico, Europe, Australia, and Japan. It offers cupcakes, mini cupcakes, cookies, brownies, macaroons, tarts, scones, cinnamon rolls, coffee cakes, croissants, cheesecake cupcakes, cupcake cakes, granola, and other products. The company also co-brands, supplies, and assists in the development of their and retailers private label initiatives. Give and Go Prepared Foods Corp. was founded in 1989 and is based in Toronto, Canada. As of April 1, 2020, Give and Go Prepared Foods Corp. operates as a subsidiary of Mondelez International, Inc.

Hexure

Merger/Acquisition in 2020
Insurance Technologies, LLC designs and develops sales automation solutions to insurance and financial services industries. It offers ForeSight, an annuity and life insurance illustration software to create compliant and compelling new business and inforce illustrations, as well as supports key aspects of the sales process for multiple lines of business and product types across diverse distribution channels. The company also provides FireLight sales automation software to digitally transform the entire sales process across all lines of business and to create cohesive and influential sales and buying experiences. It serves various lines of business, including annuity, life, long term care, and DI insurances; and carriers and distributors. Insurance Technologies, LLC was founded in 1995 and is headquartered in Colorado Springs, Colorado.