THL

Thomas H. Lee Partners, L.P. is a private equity firm established in 1974 and headquartered in Boston, Massachusetts, with an additional office in New York. The firm specializes in management-led buyouts, growth capital, and special situations, primarily focusing on mid-market growth companies across North America. THL concentrates its investments in four key sectors: Business and Financial Services, Consumer and Retail, Healthcare, and Media, Information Services, and Technology. The firm typically targets companies with enterprise values between $250 million and $2.5 billion and invests between $100 million and $300 million, usually acquiring majority stakes and securing board representation in its portfolio companies. THL has raised over $25 billion in equity capital, invested in more than 140 companies, and completed over 400 add-on acquisitions, demonstrating its commitment to fostering growth and operational improvement in partnership with management.

Jim Carlisle

Managing Director

James Martin

Director

Daniel Patt

Executive Partner

Kent R. Weldon

Advisory Partner

78 past transactions

Red Nucleus

Acquisition in 2024
Red Nucleus is a leading provider of e-learning and performance enhancement solutions tailored specifically for the Life Sciences industry. Operating from offices in the US, UK, and India, the company develops innovative and engaging digital content aimed at improving the clinical knowledge of client-facing teams throughout their continuing education. With a strong emphasis on research-based methodologies, Red Nucleus offers a range of services, including electronic learning modules, mobile applications, virtual preceptorships, video production, and gamified learning experiences. By focusing exclusively on the Life Sciences sector, the company possesses a deep understanding of the unique challenges and dynamics faced by pharmaceutical professionals, enabling it to deliver effective strategies, products, and solutions that enhance performance and drive success in the market.

American Megatrends International

Acquisition in 2024
American Megatrends International, LLC is a prominent developer and manufacturer of hardware and software solutions tailored for the OEM and ODM sectors of the global computer marketplace. Founded in 1985 and headquartered in Norcross, Georgia, with additional offices in several countries, the company is recognized as the largest BIOS firmware vendor worldwide, offering a comprehensive suite of BIOS/UEFI firmware solutions such as AptioV and Aptio4. In addition to firmware, American Megatrends provides MegaRAC remote management solutions for comprehensive device management and a range of debug and diagnostic tools. The company also specializes in custom design services for hardware, software, and firmware, alongside mobile application development and platform validation services aimed at ensuring the reliability of clients' products. Through its innovative offerings, American Megatrends International supports the advancement of technology in desktop, server, mobile, and embedded systems, enhancing overall system performance and manageability for manufacturers.

YOUNG & Associates

Acquisition in 2024
YOUNG & Associates is a property damage consultancy organization that specializes in providing comprehensive damage assessments and construction project management services. The firm caters primarily to insurance carriers and claims services firms, offering a range of expertise that includes building damage assessment, surety and construction management, and mechanical, electrical, and plumbing evaluations. Additionally, YOUNG employs visual assessment technologies and forensic engineering and architecture to enhance its service offerings. The company also provides environmental services, enabling clients to effectively define and manage the costs associated with damaged structures.

Agiliti Health

Acquisition in 2024
Agiliti Health, established in 1939 and headquartered in Minneapolis, Minnesota, specializes in healthcare technology management and service solutions. The company primarily offers supplemental and peak need rental of general biomedical, specialty, and surgical equipment to acute care hospitals and alternate site providers across the United States. Agiliti Health also provides clinical engineering solutions, including maintenance, repair, and remediation services for various medical equipment types. Additionally, it offers on-site managed services, optimizing equipment quantities to meet patient census and acuity fluctuations. As of 2019, Agiliti Health owned or managed approximately 850,000 units of medical equipment for around 7,000 healthcare facilities nationwide.

Bynder

Acquisition in 2022
Bynder, established in 2013, is a global digital asset management (DAM) platform that empowers brands to streamline their content creation, organization, and distribution. With over 1.7 million users worldwide, Bynder enables brand managers, marketers, and creatives to collaborate globally, produce, review, and approve marketing collateral, and share company content across various channels and regions. Its platform centralizes digital assets, such as documents, graphics, and videos, providing a single source of truth for brand guidelines, templates, and data-driven insights. Bynder's solution helps brands accelerate their go-to-market strategy and maintain end-to-end brand consistency. Headquartered in Amsterdam, the company has offices across the Netherlands, UK, US, Spain, Australia, and UAE.

InRiver

Acquisition in 2022
InRiver AB is a software company that specializes in product information management (PIM) solutions, designed to assist businesses in effectively managing and distributing product information across various sales channels. Founded in 2007 and headquartered in Malmö, Sweden, with regional offices in Chicago, Amsterdam, and Stockholm, InRiver caters to both B2C and B2B multi-channel commerce professionals. The company's platform enables organizations to create, maintain, and uniformly present product information, including sales materials like videos and images, in multiple languages. With a client base of over 1,000 brands across 19 countries, InRiver aims to enhance revenue, customer satisfaction, and brand equity by transforming product information into strategic assets. The company has also established a strategic partnership with Aprimo LLC, further extending its capabilities in the market.

KINEXON

Series A in 2022
KINEXON is a developer of specialized Internet of Things (IoT) technologies aimed at connecting and automating operations across various industries, including sports and entertainment. The company specializes in real-time location solutions that gather localization data and translate it into actionable insights. By providing advanced technologies that enable clients to connect assets and automate processes, KINEXON facilitates enhanced operational efficiency and improved decision-making through real-time intelligence. Their open edge computing platforms support seamless communication and interaction among various "things," promoting a fully automated environment where people and processes can operate in harmony.

Carpe Data

Acquisition in 2022
Carpe Data is a data technology company that specializes in predictive scoring and data products tailored for personal, commercial, and life insurance companies in the United States. Founded in 2016 and based in Santa Barbara, California, the company utilizes proprietary algorithms and artificial intelligence to harness emerging and alternative data, enabling insurers to enhance various aspects of the insurance lifecycle, including underwriting and claims management. Carpe Data offers a range of products, including data prefill and validation, commercial risk scores for various industries, and specialized assessments such as the Smoker Assessment Score and Substance Abuse Score. Additionally, its ClaimsX platform provides decision-making support for claims processing, while tools like the Lead Qualification Score and Fraud Score help insurers evaluate risk in real-time. The company's innovative solutions allow insurers to gain deeper insights into risk, ultimately facilitating more efficient and accurate underwriting processes.

Intelligent Medical Objects

Acquisition in 2022
Intelligent Medical Objects, Inc. is a leading provider of medical terminology and healthcare IT solutions, founded in 1994 and headquartered in Rosemont, Illinois, with an additional office in Chicago. The company specializes in developing tools that enable clinicians to accurately capture their clinical intent, thereby enhancing patient documentation and improving care delivery. Its flagship products include the IMO 2.0 ETP enterprise platform, which offers a comprehensive set of dictionaries and terminology services, as well as IMO Anywhere for mobile documentation and IMO Surg IT for surgical scheduling. Other notable solutions include Procedure IT and Problem IT Plus, which streamline diagnosis management by integrating existing patient histories with intelligent terminology. Intelligent Medical Objects collaborates with major content providers and EHR developers to deliver integrated vocabulary solutions that facilitate efficient workflows, improve physician satisfaction, and optimize financial operations within healthcare organizations. By providing seamless mapping of clinical and billing terminologies, the company enhances decision support and analytics, ultimately leading to better patient outcomes.

Qventus

Private Equity Round in 2022
Qventus, Inc. is a technology company that develops an artificial intelligence-based software platform aimed at enhancing hospital operations through real-time data analytics. Founded in 2011 and headquartered in Los Altos, California, Qventus provides AI-powered automation solutions that streamline various aspects of healthcare delivery, such as emergency departments, operating rooms, and patient safety. The platform is designed to predict operational challenges, offer immediate recommendations, and prompt healthcare teams to take action, ultimately improving patient flow and resource utilization. By reducing staff workloads and optimizing processes, Qventus enables healthcare organizations to increase capacity and drive revenue while making informed operational decisions in real-time. The company was formerly known as analyticsMD, Inc. before rebranding in March 2017.

RightHand Robotics

Series C in 2022
RightHand Robotics, Inc. is a manufacturer of robotic order-picking systems that streamline supply chain logistics for various industries, including e-commerce, food handling, and flexible manufacturing. Founded in 2015 and headquartered in Cambridge, Massachusetts, the company specializes in robotic solutions that automatically grasp a wide variety of items from bins and cases. Its flagship products include the ReFlex SF, which features a 3D-printed palm equipped with servos and compliant fingers, and the ReFlex TakkTile, a tactile sensor designed to enhance the robots' ability to handle items gently and correct errors. RightHand Robotics focuses on providing end-to-end solutions that simplify integration and adaptation to diverse customer workflows, ultimately reducing the costs associated with order fulfillment across sectors such as electronics, apparel, grocery, and pharmaceuticals.

Azenta - Semiconductor Solutions Group

Acquisition in 2022
Azenta - Semiconductor Solutions Group is a provider of life sciences solutions worldwide.

Smile Doctors

Private Equity Round in 2022
Smile Doctors LLC is a prominent orthodontics provider based in Georgetown, Texas, offering a comprehensive range of orthodontic services for children, teens, and adults. Established in 2015, the company operates over 370 locations across more than 27 states, making it one of the largest networks of its kind. Smile Doctors specializes in various treatments, including adult orthodontics, dentofacial orthopedics, early intervention, Invisalign for teens and adults, orthognathic surgery, and care for temporomandibular joint disorders. The company is recognized for its commitment to enhancing patient care by equipping orthodontists with advanced tools and technology, allowing them to focus on delivering personalized and affordable treatment plans. Additionally, Smile Doctors is the largest network of Diamond Plus Invisalign providers, further emphasizing its expertise in modern orthodontic solutions.

Odessa

Private Equity Round in 2021
Odessa is a Philadelphia-based software company specializing in the leasing industry, known for developing the Odessa platform. With a workforce of over 1,000 employees, Odessa delivers comprehensive asset finance solutions that cater to a diverse global clientele of leasing companies. The Odessa platform offers an extensive range of functionalities, including lease and loan origination, portfolio management, equipment leasing, and lessee accounting. Additionally, it features tools for low-code development, test automation, and robust reporting and business intelligence capabilities. These offerings enable organizations to better integrate their business and IT goals, enhancing operational efficiency and effectiveness in managing their leasing activities.

House of Design

Acquisition in 2021
House of Design is a leading provider of robotic automation systems and software services, catering to diverse sectors such as building components, offsite construction, healthcare, consumer electronics, agriculture, and packaging. The company specializes in innovative solutions, including automated chord prelates, robotic roof truss systems, and automated floor truss systems. By focusing on enhancing production output and capacity for component manufacturers, House of Design addresses labor shortages and operational challenges faced by its clients. Renowned for its collaborative approach, the company has successfully completed numerous automation projects, establishing itself as a thought leader in the industry.

BazaarVoice

Acquisition in 2021
Bazaarvoice, Inc. is a Software as a Service (SaaS) company that specializes in customer-powered marketing solutions for brands and retailers. Founded in 2005 and headquartered in Austin, Texas, Bazaarvoice enables clients to capture and showcase consumer-generated content, such as ratings, reviews, photos, and videos, through its conversations platform. This platform allows clients to integrate content from various social media channels, organize it effectively, and leverage it across online and offline media, enhancing customer engagement and influencing purchase decisions. Bazaarvoice also provides analytics and community management services, helping clients gain valuable insights to inform marketing strategies and improve customer experiences. As of April 2017, the company had 1,494 active clients spanning multiple industries, including retail, technology, and healthcare, and operates in several countries, including the United States and the United Kingdom.

FourKites

Series D in 2021
FourKites, Inc. is a software company that specializes in providing a predictive supply chain platform aimed at enhancing operational efficiency for freight brokers and shippers. Founded in 2013 and based in Chicago, Illinois, the company offers a real-time tracking platform that serves shippers, carriers, third-party logistics providers, and freight brokers. Its solutions include BackHaul Management, which identifies potential deadhead miles, and CarrierLink, which facilitates real-time synchronization between brokers and owner-operators. FourKites stands out in the industry for its Intelligent Control Tower, which utilizes AI-driven technology to create digital twins of supply chains, automate resolutions, and improve collaboration among stakeholders. By processing actionable data from various transportation modes, FourKites helps businesses reduce operating costs, enhance on-time performance, and strengthen customer relationships.

AbacusNext

Acquisition in 2021
AbacusNext, founded in 1983 and based in La Jolla, California, provides secure and compliant cloud solutions tailored for various professional sectors, including legal, accounting, and financial services. The company operates two fully compliant data center environments that adhere to SSAE 16 and SOC 1 and 2 standards, ensuring robust security and privacy for its clients. With a focus on delivering innovative technology solutions, AbacusNext supports organizations in enhancing operational efficiency and data management through its comprehensive suite of services.

Ashling Partners

Private Equity Round in 2021
Ashling Partners is a firm focused on intelligent process automation and robotic process automation (RPA), aimed at enhancing operational efficiency for organizations across various industries, including real estate, consumer goods, manufacturing, distribution, healthcare, and automotive. By leveraging advanced technologies such as artificial intelligence, machine learning, and optical character recognition, Ashling Partners empowers employees to streamline processes and engage in more meaningful work. The company is dedicated to facilitating digital transformation within its clients, enabling them to optimize their operations and drive productivity through targeted automation solutions.

Hightower Advisors

Private Equity Round in 2020
Hightower Advisors is a wealth management organization headquartered in Chicago, Illinois, established in 2008. The firm specializes in providing a range of financial services, including investment management, financial planning, retirement planning, and 401(k) consultation. Hightower serves a diverse clientele, including individuals, high net worth individuals, family offices, charities, and various institutional entities such as endowments, foundations, and corporations. The firm is registered as an investment adviser and combines objective wealth management advice with innovative technology to enhance its service offerings. Hightower's executive management team oversees the assets under management, ensuring a tailored approach to meet the specific needs of each client.

Phytech

Series C in 2020
Phytech Ltd. is an innovative company specializing in phytomonitoring devices that connect growers directly to their crops. Founded in 2011 and headquartered in Rosh HaAyin, Israel, with offices in California, Central USA, and Australia, Phytech utilizes Internet of Things technology, data analytics, and artificial intelligence to monitor plant growth rates and stress levels in real-time. Its advanced sensors provide critical data and alerts through web and mobile applications, enabling growers to make informed decisions regarding irrigation and crop management. The company's solutions support a variety of crops, including corn, almonds, citrus, cotton, apples, pecans, avocados, and mangoes, ultimately enhancing yields and promoting healthier harvests. As a subsidiary of Elul Tamarynd Ltd., Phytech is dedicated to transforming agricultural practices through actionable insights derived from real-time plant data.

Adare Pharma Solutions

Acquisition in 2020
Adare Pharma Solutions is a global Contract Development and Manufacturing Organization (CDMO) specializing in advanced pharmaceutical technologies. It offers a wide range of services, from research and product development to commercial manufacturing, including formulation development, analytical services, clinical trials, packaging, and logistical support. The company's proprietary drug-delivery platforms enable taste masking, controlled release, solubility enhancement, and patient-centric dosing, facilitating the development and commercialization of safe and innovative pharmaceutical products for clients worldwide.

Hexure

Acquisition in 2020
Hexure, established in 1995 and headquartered in Colorado Springs, Colorado, specializes in digital sales automation solutions tailored for the insurance, financial services, and wealth management industries. The company's core offerings include point-of-sale illustration software designed to automate and modernize sales processes for advisors, agents, and customers across various lines of life insurance, annuities, retirement, and wealth management products. Hexure's solutions enable customer-centric sales experiences, reduce paper processing, improve digital workflows, meet regulatory requirements, enhance speed to issuance, and increase in-good-order sales for insurance carriers and distributors.

Seniorlink

Private Equity Round in 2020
Seniorlink, Inc. is a Boston-based company established in 2000 that specializes in home and community-based services for seniors and individuals with disabilities. The company partners with provider and payer organizations to enhance care management capabilities. Seniorlink offers professional coaching along with emotional and financial support for families involved in caregiving. A key component of its service is Vela, a HIPAA-compliant platform designed to facilitate communication and collaboration among caregivers and their extended care teams. By leveraging technology and dedicated care teams, Seniorlink aims to lower costs and improve engagement and satisfaction for its clients, which include Medicaid-eligible individuals and members of Medicare Advantage plans.

AmeriLife Group

Acquisition in 2020
AmeriLife Group is a prominent U.S.-based company focused on developing, marketing, and distributing annuity, life, and health insurance solutions. They collaborate with leading insurance carriers to offer consumers quality products tailored to protect their health and retirement needs. AmeriLife's success is marked by consistent growth in expansion, sales, and profits, driven by its innovative approach and strategic partnerships.

Autism Home Support Services

Private Equity Round in 2020
Autism Home Support Services Inc. is a provider of evidence-based therapy and counseling services tailored for children with autism spectrum disorders (ASD) and their families. Operating primarily in Northern Illinois, Colorado, and Michigan, the company specializes in both at-home and center-based services. It offers a range of programs, including school consulting, crisis intervention, and skill development in areas such as communication and social interaction. Additionally, Autism Home Support Services provides behavioral support for more severe behaviors, structured care services, psychological assessments, and interventions. The company emphasizes personalized care through individualized treatment plans that address various developmental domains, including communication and behavior. Established in 2009 and headquartered in Northbrook, Illinois, the organization operates additional offices in Northbrook and Arlington Heights, Illinois; Ann Arbor, Michigan; and Greenwood Village, Colorado.

Nextech Systems

Acquisition in 2019
Nextech Systems, LLC is a healthcare technology company that specializes in providing electronic medical record and practice management solutions tailored for specialty providers. Founded in 1997 and headquartered in Tampa, Florida, the company offers a comprehensive suite of software that includes revenue management and patient engagement tools. Its services are designed to enhance operational efficiencies for physicians and their office staff across various clinical specialties, including ophthalmology, dermatology, orthopedics, medical spa, and plastic surgery. By integrating multiple functions, Nextech Systems helps practices optimize charting accuracy, manage revenue trends, and improve overall productivity and profitability.

AutoStore

Acquisition in 2019
AutoStore AS, founded in 1995 and headquartered in Nedre Vats, Norway, specializes in manufacturing automated warehousing and storage systems. The company offers innovative solutions for automated retrieval and material handling, with a unique patented warehouse system designed to efficiently handle small goods. AutoStore's system utilizes standardized boxes stacked in a cube, making it highly space-efficient and capable of doubling storage capacity without increasing the footprint. The company collaborates with strategic partners such as Bastian Solutions, AM Automation, Egemin, Swisslog, Element Logic, and LG CNS. AutoStore's products are distributed globally through a multi-distribution network.

Fortna

Private Equity Round in 2019
Fortna is a designer and manufacturer of material handling automation systems and developer of software tailored for various industries, including distribution, fulfillment, parcel, e-commerce, and manufacturing. The company specializes in optimizing distribution operations, helping clients enhance their logistics processes to gain a competitive edge. Fortna's offerings encompass a range of material handling processes such as conveying, sortation, singulation, and scanning. Their solutions are supported by comprehensive service, support, and parts, ensuring that products operate seamlessly in accordance with customer specifications. By partnering with Fortna, clients can effectively map the flow of goods and engineer customized operations, enabling them to fulfill customer commitments more efficiently.

Fortna

Acquisition in 2019
Fortna is a designer and manufacturer of material handling automation systems and developer of software tailored for various industries, including distribution, fulfillment, parcel, e-commerce, and manufacturing. The company specializes in optimizing distribution operations, helping clients enhance their logistics processes to gain a competitive edge. Fortna's offerings encompass a range of material handling processes such as conveying, sortation, singulation, and scanning. Their solutions are supported by comprehensive service, support, and parts, ensuring that products operate seamlessly in accordance with customer specifications. By partnering with Fortna, clients can effectively map the flow of goods and engineer customized operations, enabling them to fulfill customer commitments more efficiently.

Agiliti Health

Acquisition in 2019
Agiliti Health, established in 1939 and headquartered in Minneapolis, Minnesota, specializes in healthcare technology management and service solutions. The company primarily offers supplemental and peak need rental of general biomedical, specialty, and surgical equipment to acute care hospitals and alternate site providers across the United States. Agiliti Health also provides clinical engineering solutions, including maintenance, repair, and remediation services for various medical equipment types. Additionally, it offers on-site managed services, optimizing equipment quantities to meet patient census and acuity fluctuations. As of 2019, Agiliti Health owned or managed approximately 850,000 units of medical equipment for around 7,000 healthcare facilities nationwide.

Alfresco Software

Acquisition in 2018
Alfresco Software is an enterprise open-source software company based in San Mateo, California, established in 2005. It specializes in automating content-centric processes for digital businesses, offering a range of solutions including document management, web content management, and records management. By leveraging open-source technologies and contributions from the community, Alfresco develops high-quality software that is both cost-effective and efficient. Its platform facilitates seamless collaboration and connectivity, enabling organizations to digitize essential business processes and access information swiftly and easily.

Guaranteed Rate

Private Equity Round in 2017
Guaranteed Rate Companies, headquartered in Chicago, is one of the largest retail mortgage lenders in the United States, employing over 9,000 people across more than 750 offices nationwide. Founded in 2000 and licensed in all 50 states and Washington, D.C., the company specializes in home purchase loans and refinancing services. In 2020, Guaranteed Rate significantly increased its loan amounts to over $73 billion and tripled its gross revenue to $3 billion. The company is recognized for its innovative technology, including its industry-leading FlashClose technology, which simplifies the mortgage process for clients. In addition to its core lending operations, Guaranteed Rate launched Guaranteed Rate Affinity in 2017, a joint venture focused on mortgage origination, and Proper Rate in 2020, further expanding its services. The company has received numerous accolades for its customer service and technological advancements, and it has established partnerships with various national sports organizations to enhance its brand presence.

Hightower Advisors

Private Equity Round in 2017
Hightower Advisors is a wealth management organization headquartered in Chicago, Illinois, established in 2008. The firm specializes in providing a range of financial services, including investment management, financial planning, retirement planning, and 401(k) consultation. Hightower serves a diverse clientele, including individuals, high net worth individuals, family offices, charities, and various institutional entities such as endowments, foundations, and corporations. The firm is registered as an investment adviser and combines objective wealth management advice with innovative technology to enhance its service offerings. Hightower's executive management team oversees the assets under management, ensuring a tailored approach to meet the specific needs of each client.

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.

Ten-X

Acquisition in 2017
Ten-X, Inc. operates an online real estate marketplace that facilitates the buying and selling of both commercial and residential properties. The company features two main platforms: Ten-X Commercial, which focuses on commercial real estate transactions, and Auction.com, dedicated to residential properties including bank-owned homes. Established in 1990 and headquartered in Irvine, California, Ten-X allows users—comprised of buyers, sellers, and real estate professionals—to search, list, and conduct transactions entirely online, utilizing both desktop and mobile technology. The company, which was formerly known as Auction.com, rebranded to Ten-X in January 2016 and has additional offices in San Mateo, New York, and Miami. Ten-X operates as a subsidiary of CoStar Realty Information Inc.

Material Handling Systems

Acquisition in 2017
Material Handling Systems (MHS) is a leading integrator of material handling solutions in North America. The company specializes in designing and implementing systems that enhance the efficiency and safety of material movement within various industries. MHS focuses on delivering high-quality performance through meticulous project execution and strong customer relationship management. By prioritizing innovation and safety, MHS aims to meet the evolving needs of its clients while ensuring optimal operational effectiveness.

Art Van Furniture

Acquisition in 2017
Art Van Furniture was a prominent furniture retailer in the Midwest, known for its extensive selection of contemporary home furnishings designed to cater to modern living. The company offered a range of products, enabling customers to customize their furniture with various fabrics, colors, and finishes. With over 100 locations across Michigan, Ohio, Indiana, Illinois, and Iowa, Art Van Furniture included freestanding stores dedicated to mattresses and flooring, as well as franchise locations. The retailer aimed to provide quality furniture at affordable prices, making it a popular destination for customers seeking stylish home decor. However, the company faced financial challenges and filed for Chapter 11 bankruptcy on February 24, 2020.

Professional Physical Therapy

Private Equity Round in 2016
Professional Physical Therapy is a provider of physical, occupational, and hand therapy services, focusing on the treatment of patients with musculoskeletal impairments. The company addresses a range of issues, including sports injuries, workplace injuries, chronic conditions, and persistent pain. With a team of experienced physical therapists, Professional Physical Therapy specializes in evaluating, treating, and managing orthopedic conditions, facilitating recovery and helping patients return to their normal, healthy lifestyles. Their comprehensive approach also includes ergonomic workplace solutions, ensuring a holistic method to rehabilitation and support in the healthcare sector.

CSafe

Private Equity Round in 2016
CSafe Global is a manufacturer specializing in cold chain solutions and mobile refrigeration units, primarily serving the pharmaceutical, biotechnology, military, and logistics sectors. The company offers a comprehensive range of products, including both active air cargo solutions and passive shipping containers designed for temperature-sensitive materials. Founded in 1989 and headquartered in Dayton, Ohio, CSafe Global also provides additional services such as leasing, active qualification and validation, training, and packaging qualification. With a robust network of partners, service centers, and sales representatives, the company supports its clients both domestically and internationally, addressing critical supply chain needs in various industries.

System One

Acquisition in 2016
System One, headquartered in Pittsburgh, Pennsylvania, is a leading professional staffing firm in the U.S. with over 6,000 employees catering to engineering, clinical/scientific, IT, and legal sectors. The company provides specialty workforce solutions and integrated services tailored to mission-critical human capital needs, including testing, inspection, staff augmentation, legal process outsourcing, eDiscovery, recruiting, managed service provider (MSP) services, and vendor management services (VMS). System One focuses on delivering comprehensive staffing solutions to meet the diverse needs of its clients in various industries.

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™.

Syneos Health

Private Equity Round in 2016
Syneos Health is a global biopharmaceutical solutions organization, offering a comprehensive range of services from clinical research to commercialization. Established in 1985 and headquartered in Raleigh, North Carolina, the company supports clients across six continents. Syneos Health provides phase I to IV clinical development services, connecting customers, research sites, and patients to expedite new medicine delivery. Its services span biometrics, data operations, regulatory consulting, and commercial solutions, including sales and marketing support. With approximately 24,000 employees, Syneos Health is uniquely positioned to accelerate customer performance in the modern biopharmaceutical market.

Ceridian

Private Equity Round in 2016
Ceridian is a global human capital management (HCM) software company that offers comprehensive solutions for managing the employee lifecycle. Its flagship product, Dayforce, is a cloud-based HCM platform that integrates various functions, including human resources, payroll, benefits, workforce management, and talent management into a single solution. Ceridian's offerings are designed to enhance worker productivity and support organizations of all sizes, from small businesses to large multinational corporations, in effectively managing their workforce and developing employee careers.

Bargain Hunt Superstores

Private Equity Round in 2015
Bargain Hunt Superstores operates a chain of discount retail stores across Tennessee, Alabama, Georgia, Mississippi, Kentucky, and Indiana. Founded in 2000 and headquartered in La Vergne, Tennessee, the company specializes in offering a diverse range of merchandise, including overstocks, out-of-season goods, customer returns, and new and refurbished items. Their inventory encompasses clothing for men, women, and children, electronics, home goods, toys, sporting goods, outdoor gear, and furniture. With a focus on providing fresh merchandise selections, Bargain Hunt Superstores refreshes its inventory two to three times a week, ensuring customers have access to new and appealing products. The company is a subsidiary of Essex Technology Group, Inc., and is actively expanding its footprint, with plans to open additional locations to better serve its growing customer base.

GCA Services Group

Acquisition in 2015
GCA Services Group, Inc. is a national provider of facility services based in Cleveland, Ohio, with operations in the United States and Puerto Rico. Established in 2002, the company offers a comprehensive range of services, including janitorial and custodial services, cleanroom and contamination control cleaning, facilities operations and maintenance, and grounds management. Additionally, GCA Services Group provides staffing and support services, in-sourced production staffing, and recycling programs. The company serves a diverse clientele, including educational institutions such as K-12 schools and universities, as well as various commercial facilities, including airports, hospitals, hotels, manufacturing plants, and government entities. GCA Services Group is committed to delivering high-quality cleaning, maintenance, and operational support to enhance the safety and appearance of its clients' facilities.

Healthcare Staffing Services

Acquisition in 2015
Healthcare Staffing Services, LLC, founded in 1989 and based in Greenwood Village, Colorado, specializes in providing healthcare staffing solutions across the United States. The company focuses on recruiting temporary travel nurses to address urgent staffing needs, ensuring continuity of care for clients such as hospitals and health clinics. By partnering with Fastaff Travel Nursing and U.S. Nursing Corporation, Healthcare Staffing Services delivers rapid response staffing, helping to enhance patient care and improve outcomes. With a commitment to quality and efficient staffing, the company plays a crucial role in supporting the healthcare sector during times of need.

Acorns

Series C in 2015
Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.

Curo Health Services

Acquisition in 2014
Curo Health Services, LLC is a hospice care provider that operates hospice centers across multiple states, including Georgia, North Carolina, Utah, Arizona, Texas, Alabama, Northwest Florida, and South Carolina. Established in 2010 and based in Mooresville, North Carolina, the company focuses on delivering comprehensive end-of-life care to over 7,200 patients and their families. Its services encompass medical direction, home visits by healthcare professionals, pain and symptom management, and education for patients and families. Curo Health Services also provides emotional and spiritual support through chaplain services, bereavement counseling, and assistance with daily tasks via trained volunteers. Additionally, the organization offers various therapies, dietary counseling, and necessary medical supplies to enhance the quality of life for patients as they approach the end of their journey.

1-800 Contacts

Acquisition in 2014
1-800 Contacts, Inc. is the largest retailer of contact lenses in the United States, focused on simplifying the purchasing process for consumers. The company provides a wide selection of popular contact lens brands at competitive prices, serving over 8 million customers and maintaining a stock of more than 15 million lenses. It delivers over 200,000 contact lenses daily, with a commitment to efficiency, shipping 98 percent of orders within one business day of prescription verification. In addition to contact lenses, 1-800 Contacts operates glasses.com, which offers a variety of name-brand glasses, free In-Home Try-On, and convenient online shopping solutions. The company's award-winning website and accessible toll-free number enhance the customer experience, making vision correction products readily available.

Prime Risk Partners

Acquisition in 2014
Prime Risk Partners is a national firm that specializes in property and casualty insurance, as well as employee benefits services. The company is committed to building a superior insurance distribution operation through selective acquisitions and strategic hiring. It focuses on providing tailored insurance solutions that help clients manage risk effectively. With a philosophy centered on innovative solutions and collaborative success, Prime Risk Partners aims to attract industry professionals who seek to grow within a supportive environment. The firm positions itself as the partner of choice for independent agencies, allowing them to retain their independence while benefiting from the capital and resources Prime Risk Partners offers to enhance their businesses.

Phillips Pet Food & Supplies

Acquisition in 2013
Phillips Pet Food & Supplies is a family-owned distributor of pet food and supplies, established in 1938 and based in Easton, Pennsylvania. Originally starting as a local feed store in Germansville, the company has evolved to distribute over 300 brands of pet products nationwide. Its offerings include a wide range of pet foods, toys, and flea and tick control products, catering to independent pet stores, feed and farm stores, groomers, and veterinarians. With a long-standing commitment to the pet supply industry, Phillips Pet Food & Supplies has established itself as a significant player in the market, serving customers from coast to coast.

ServiceLink

Acquisition in 2013
ServiceLink Holdings, LLC is a Coraopolis, Pennsylvania-based company that specializes in real estate title, closing, and escrow services. Incorporated in 2013, it provides a range of solutions tailored for the mortgage and finance industries, including property inspection, appraisal, and valuation services. Additionally, the company offers default-related services, encompassing asset management and sales. ServiceLink's technology platform facilitates various functions such as integrated default title services, pre-qualification, vendor invoicing, and claims audit solutions. By streamlining these processes, ServiceLink enables clients in the mortgage industry to mitigate risk, reduce cycle times, lower operating costs, and enhance the overall borrower experience.

Black Knight

Acquisition in 2013
Black Knight is a provider of integrated technology, data, and analytics solutions primarily for the mortgage, consumer loan, real estate, and capital markets industries. The company develops software that supports various processes across the mortgage lifecycle, including loan origination, processing, and servicing. In addition, Black Knight offers data and analytics solutions, such as automated valuation models and risk assessment tools, which help clients maintain financial stability. Through its commitment to excellence, innovation, and integrity, Black Knight aims to be the premier business partner for lenders and servicers, enabling them to achieve their strategic goals and better serve their customers.

CTI Foods

Acquisition in 2013
CTI Foods, LLC is a food processing company that specializes in supplying a variety of meat and food products to the quick service restaurant industry. Established in 2003 and headquartered in Wilder, Idaho, the company provides a diverse range of culinary solutions, including raw and pre-cooked proteins, soups, sauces, and dehydrated beans. CTI Foods operates six state-of-the-art processing facilities located in California, Idaho, Iowa, Kentucky, Pennsylvania, and Texas, employing over 1,500 individuals. By focusing on flavor and menu innovation, CTI Foods aims to deliver custom and proprietary products tailored to the specific needs of its clients in the foodservice and restaurant sectors.

CompuCom

Acquisition in 2013
CompuCom Systems, Inc. specializes in providing managed services, technology solutions, and consulting aimed at creating a digital workplace for businesses of all sizes, including enterprise, midsize, and small firms. With over 30 years of experience, the company offers a comprehensive range of services, including infrastructure and information technology management, as well as consulting and product offerings. CompuCom focuses on enhancing user experiences, fostering workplace collaboration, and improving operational performance and efficiency for its clients.

Party City

Private Equity Round in 2012
Party City, established in 1947, is a global party goods provider operating through its subsidiaries. It designs, manufactures, and distributes a vast array of party supplies, including paper and plastic tableware, balloons, costumes, stationery, and gifts, catering to everyday, themed, and seasonal events. The company serves customers through two primary channels: a coast-to-coast network of approximately 900 party superstores, including franchised locations under the Party City and Halloween City banners, and an e-commerce platform, PartyCity.com, offering around 35,000 SKUs. Party City also distributes its products to various retailers and distributors worldwide.

Party City

Acquisition in 2012
Party City, established in 1947, is a global party goods provider operating through its subsidiaries. It designs, manufactures, and distributes a vast array of party supplies, including paper and plastic tableware, balloons, costumes, stationery, and gifts, catering to everyday, themed, and seasonal events. The company serves customers through two primary channels: a coast-to-coast network of approximately 900 party superstores, including franchised locations under the Party City and Halloween City banners, and an e-commerce platform, PartyCity.com, offering around 35,000 SKUs. Party City also distributes its products to various retailers and distributors worldwide.

First Bancorp

Acquisition in 2011
First Bancorp operates as a bank holding company for First Bank, focusing on providing a comprehensive range of banking products and services to individuals and small to medium-sized businesses primarily in North Carolina and northeastern South Carolina. The bank offers various deposit products, including checking, savings, and money market accounts, as well as time deposits like certificates of deposit and individual retirement accounts. Additionally, First Bank provides loans for both consumer and commercial needs, covering areas such as business, real estate, personal, home improvement, and automobiles, alongside residential mortgages and small business administration loans. The company also facilitates credit and debit card services, safe deposit rentals, and electronic funds transfers, while offering internet and mobile banking solutions. Beyond traditional banking, First Bancorp provides investment and insurance products, including mutual funds, annuities, life insurance, and financial planning services. Established in 1934 and headquartered in Southern Pines, North Carolina, First Bancorp operates 101 branches within the region.

Fogo de Chao

Acquisition in 2011
Fogo de Chão, Inc. operates a chain of full-service Brazilian steakhouses, offering a diverse menu that includes beef, lamb, chicken, pork, seafood, seasonal salads, soups, fresh vegetables, and desserts, alongside a selection of liquor, beer, and wine. Founded in 1975 and headquartered in Plano, Texas, the company emphasizes gaucho-style cooking, featuring Brazilian Churrascaria roasted over open flames. As of March 2018, Fogo de Chão operated 51 restaurants across the United States, Brazil, Mexico, and the Middle East. The company, which was originally known as Brasa (Parent) Inc., rebranded to Fogo de Chão, Inc. in December 2014. In addition to in-restaurant dining, Fogo de Chão offers full-service catering as well as contactless takeout and delivery options.

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.

Agencyport Software

Acquisition in 2011
Agencyport Software is a provider of digital distribution technology specializing in the property and casualty insurance sector. The company delivers web-based distribution technologies, global policy administration solutions, and business intelligence tools designed to streamline the insurance process. By offering these advanced software solutions, Agencyport Software enables companies worldwide to effectively manage their product sales and client services throughout the customer lifecycle. This comprehensive approach simplifies the complexities of the insurance business, allowing clients to take advantage of opportunities and maintain a competitive edge in the market.

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.

Curvature

Acquisition in 2010
Curvature, Inc. is a provider of new and pre-owned hardware, third-party maintenance, and IT services, specializing in networking, server, and storage products. Founded in 1981 and headquartered in Charlotte, North Carolina, the company operates globally with locations across the Americas, Europe, and Asia. Curvature offers a wide range of products, including optical network transceivers, switches, routers, and solid state drives, as well as IT services such as cloud advisory, data center migration, and IT asset management. The company supports over 15,000 organizations worldwide, delivering 24/7 technical support and complete lifecycle management of networking and data center equipment. With a workforce of approximately 2,200 employees and 100+ service centers staffed by engineers, Curvature emphasizes efficiency and cost-effectiveness in managing multi-vendor IT environments. The company is a subsidiary of Park Place Technologies, LLC, and is committed to transforming how organizations maintain and upgrade their technology infrastructure.

Sterling Financial Corporation

Acquisition in 2010
Sterling Financial Corporation, based in Spokane, Washington, is a bank holding company for Sterling Savings Bank, a commercial bank operating under the names Sterling Bank and Sonoma Bank in California. The corporation provides a range of banking services and products to individuals, businesses, and communities. With a focus on customer service and financial stability, Sterling Financial Corporation aims to support the financial needs of its clients and contribute to the local economies it serves.

Intermedix

Acquisition in 2010
Intermedix Corporation is a technology-enabled service provider focused on the healthcare industry. Founded in 1983 and based in Nashville, Tennessee, the company offers a range of solutions, including revenue cycle management, practice management, and performance awareness. Intermedix employs data analytics and cloud-based technology to support approximately 15,000 healthcare providers, helping them optimize their operations and improve patient care. The company also provides services for government agencies and corporations, including emergency management solutions and incident documentation. As of May 2018, Intermedix operates as a subsidiary of R1 RCM Inc., enhancing its capabilities in delivering comprehensive healthcare solutions.

inVentiv Health

Acquisition in 2010
inVentiv Health is a global professional services organization that assists biopharmaceutical companies in accelerating the delivery of therapies to market. By integrating a clinical research organization (CRO) with a contract commercial organization (CCO), inVentiv Health provides a comprehensive suite of services designed to streamline processes and enhance efficiency. The company combines industry expertise with advanced technologies to eliminate obstacles that can delay product development and commercialization. With over 15,000 healthcare professionals operating in 90 countries, inVentiv Health has played a crucial role in the development and commercialization of a significant percentage of new drugs approved by regulatory agencies, including 80 percent of FDA approvals and 70 percent of EMA approvals in the last five years. This proven model positions inVentiv Health as a key partner for biopharmaceutical clients navigating an increasingly complex operating environment.

Conseco Private Capital

Private Equity Round in 2009
Conseco Private Capital, established in 1979 and based in Indiana, is a private equity firm that specializes in mid-market investments across North America. The firm focuses on identifying and investing in companies with growth potential, leveraging its expertise to drive value creation. Conseco has a history of evolving its business structure, which included the merger of Conseco Insurance Company and Conseco Health Insurance Company into a consolidated entity under Washington National Insurance Company. Through its investment strategies, Conseco Private Capital aims to deliver sustainable returns for its investors while supporting the development of the businesses in which it invests.

Nortek

Acquisition in 2004
Nortek, Inc. is a manufacturer specializing in residential and commercial building products, primarily serving markets in the United States, Canada, and Europe. The company offers a diverse range of products across several segments. Its Residential Ventilation Products include kitchen range hoods, exhaust fans, and indoor air quality products such as air exchangers and energy recovery ventilators. The Home Technology Products segment features audio/video distribution and control equipment, security systems, and various control devices. Moreover, Nortek provides Residential Air Conditioning and Heating Products, which consist of split-system air conditioners and furnaces, alongside commercial HVAC systems designed for various facilities, including hospitals and educational institutions. Founded in 1967 and headquartered in Providence, Rhode Island, Nortek also caters to markets for professional remodeling, residential and commercial construction, and do-it-yourself projects. The company operates as a subsidiary of Nortek Holdings, Inc.

Progressive Moulded Products

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

Simmons

Acquisition in 2003
Simmons Company is one of the world's largest mattress manufacturers, manufacturing and marketing a broad range of products.

Michael Foods

Acquisition in 2003
Michael Foods, Inc., headquartered in Minnetonka, MN, is a leading multinational producer and distributor of food products serving the foodservice, retail, and food-ingredient markets. The company specializes in a range of products, including specialty egg products, refrigerated potato products, and various cheese and dairy items. By providing high-quality ingredients, Michael Foods supports food manufacturers and restaurant owners in enhancing their menu offerings and satisfying customer demands.

Marketmax

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

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.

Digital Broadband Communications

Private Equity Round in 2000
Digital Broadband Communications is a leading provider of telephone networking services, dedicated to transforming how businesses operate and communicate. The company specializes in offering a comprehensive range of voice, data, and Internet services tailored for general businesses and large enterprises. With a commitment to delivering better, faster, and more cost-effective solutions, Digital Broadband aims to enhance operational efficiency and connectivity for its clients. Through its innovative approach, the company seeks to redefine the standards of Broadband Communications in the industry.

US LEC

Post in 2000
US LEC is a competitive local exchange carrier (CLEC) that offers switched local, long distance, and enhanced telecommunications services mainly to medium and large organizations in select southeastern U.S. markets. Established in June 1996 following the Telecom Act, which fostered competition in local exchange services, US LEC began operations in Charlotte, North Carolina in March 1997, becoming one of the first CLECs in the state to provide such services. The company subsequently expanded its services to Raleigh, Greensboro, and Atlanta. By February 1998, US LEC reported 62,545 Equivalent Access Lines in service and has plans to further extend its reach by entering 15 new markets across Tennessee, Florida, South Carolina, Virginia, and North Carolina.

ProcureNet

Venture Round in 2000
ProcureNet is a U.S.-based procurement platform founded in 1994, which serves as a centralized source for individuals and various government agencies, including federal, state, and local levels, as well as small and medium-sized enterprises. The company offers a comprehensive suite of e-commerce solutions for the procurement of both specialty and non-specialty products. Its services include internet-based requisitioning, order approval workflows, order status tracking, purchase order generation, invoice matching and consolidation, and accounts payable management. Additionally, ProcureNet has sourced medical products from global manufacturers during health crises, providing essential supplies such as face masks, syringes, and personal protective equipment to healthcare providers. ProcureNet was acquired by Science Applications International Corporation in 2004.
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