HGGC

HGGC, LLC, established in 2007, is a private equity firm headquartered in Palo Alto, California, with additional offices in West Palm Beach, Florida; Salt Lake City, Utah; and Foxborough, Massachusetts. The firm specializes in middle market investments, focusing on leveraged buyouts, add-on acquisitions, and growth equity. HGGC targets companies in various sectors, including business services, manufacturing, consumer products, financial services, healthcare, and technology, with revenues ranging from over $100 million to $1 billion and EBITDA between $15 million and $75 million. The firm seeks majority or minority control positions and typically invests between $25 million and $125 million per transaction. HGGC aims to align its interests with partners, fostering a collaborative approach to build and grow middle market businesses.

Alex Bryan

Vice President

Dale Chang

Associate

David Chung

Partner, Member of the Management Committee and Investment Committee and Co-Chief Investment Officer

Bill Conrad

Partner

Matthew Cox

Senior Associate

Pat Dugoni

Principal

Neha Gupta

Associate

Eunice Huang

Associate

Jordan Hurd

Associate

Anna Ike Pope

Vice President

Rich Lawson

Partner, CEO and Co-Founder

Steven Leistner

Partner and Co-Chief Investment Officer

Drew Lezon

Associate

Mason Mohring

Senior Associate

Colin Phinisey

Partner and Head of Debt Capital Markets

Hao Qin

Vice President

Matt Roesch

Principal

Victor Rudo

Vice President

Phi Sampognaro

Principal

Chris Schulze

Principal

Keaton Shiveley

Associate

Sam Siegel

Associate

Neil White

Partner, President and Member of the Management Committee and Investment Committee

Justin Zhao

Associate

Cathy Zheng

Associate

51 past transactions

Equity Methods

Private Equity Round in 2025
Equity Methods, LLC is an accounting firm based in Scottsdale, Arizona, specializing in valuation, financial reporting, and human resource advisory services related to equity compensation and complex securities. Established in 1998, the company offers a range of services including financial reporting for equity compensation, outsourced forecasting and budgeting, and tax reporting. It also provides valuation services for total shareholder return awards, stock options, and other securities, as well as AwardTraq, a tool for tracking the performance of total shareholder return awards. Additionally, Equity Methods offers human resource advisory services focused on pay and performance disclosure, compensation analytics, and modification analysis. As a former subsidiary of Equity Analytics, LLC, Equity Methods aims to assist clients in navigating the complexities of equity compensation valuation and reporting.

Equity Methods

Acquisition in 2025
Equity Methods, LLC is an accounting firm based in Scottsdale, Arizona, specializing in valuation, financial reporting, and human resource advisory services related to equity compensation and complex securities. Established in 1998, the company offers a range of services including financial reporting for equity compensation, outsourced forecasting and budgeting, and tax reporting. It also provides valuation services for total shareholder return awards, stock options, and other securities, as well as AwardTraq, a tool for tracking the performance of total shareholder return awards. Additionally, Equity Methods offers human resource advisory services focused on pay and performance disclosure, compensation analytics, and modification analysis. As a former subsidiary of Equity Analytics, LLC, Equity Methods aims to assist clients in navigating the complexities of equity compensation valuation and reporting.

MCF Advisors

Private Equity Round in 2025
MCF Advisors is a wealth management firm located in Covington, Kentucky, founded in 2004. The firm provides a range of services to individuals and small businesses, including financial planning, portfolio management, tax advisory and preparation, and business accounting and consulting services. MCF Advisors also assists clients in selecting other advisors, such as private fund managers, and offers bill-payment services. As a Registered Investment Adviser, the firm is committed to managing assets under the guidance of its executive management team, ensuring a tailored approach to meet the specific needs of its clients.

Centralis Group

Acquisition in 2025
Centralis Group is an asset management firm that specializes in providing a comprehensive suite of services, including corporate, treasury, infrastructure, and debt administration. The company caters to multinational organizations, private equity firms, and international fund structures, offering tailored solutions that help clients navigate complex regulatory and fiscal environments. Its corporate services encompass incorporation, corporate secretarial, accounting, management, tax compliance, payroll, and human resources. By delivering these services, Centralis Group supports its global client base in effectively managing their corporate and financial operations.

The Wealth Alliance

Private Equity Round in 2025
The Wealth Alliance is a financial services company that provides comprehensive advisory services to both individuals and businesses. Their offerings include portfolio management, retirement planning, estate planning, eldercare planning, and succession planning, aiming to deliver expert guidance, enhance client peace of mind, and provide unbiased advice tailored to each client's unique financial needs.

Rimkus Consulting Group

Private Equity Round in 2024
Rimkus Consulting Group, Inc. is a leading provider of forensic consulting services, catering to a diverse clientele that includes insurance companies, law firms, corporations, individuals, and government agencies. Established in 1983 and headquartered in Houston, Texas, the company operates over 110 offices globally. Rimkus specializes in various areas, including forensic accident reconstruction, biomechanical analysis, fire and explosion science, building systems, and construction claims resolution. Additionally, it offers expertise in computer forensics, financial and business forensics, geotechnical assessments, and product liability. The firm serves multiple industries, such as consumer, industrial, marine, oil and gas, transportation, and healthcare, assisting clients in understanding complex issues and effectively resolving claims and disputes.

True North Advisors

Private Equity Round in 2024
True North Advisors is a wealth management firm located in Dallas, Texas, specializing in asset management and family wealth planning. The firm caters to high-net-worth individuals, families, and institutional clients, including middle-market corporations, municipalities, and non-profit organizations. True North Advisors offers a range of services, including investment management and business transaction planning, aimed at helping clients effectively manage and grow their financial resources. The firm is dedicated to providing tailored solutions that address the unique needs of each client, ensuring their financial goals are met with a personalized approach.

Trucordia

Private Equity Round in 2023
Trucordia is a full-service insurance brokerage firm which provides complete risk management solutions with a broad array of property & casualty, life and health, employee benefits and workers' compensation insurance products.

Dentive

Private Equity Round in 2023
Dentive, LLC is a dental support organization based in Provo, Utah, founded in 2020. The company provides technology-enabled non-clinical support to dental practices, assisting dentists in scaling their operations while ensuring high standards of patient care and professional satisfaction. Dentive specializes in management consulting services that focus on optimizing and streamlining dental business practices. By implementing effective leadership structures, bonus programs, and performance metrics, Dentive helps dental teams enhance their efficiency and productivity, ultimately aiming for sustainable growth and profitability in the dental sector.

Upland BlueVenn

Post in 2022
Upland Software is a cloud-based provider of enterprise work management software, offering a suite of applications designed to enhance organizational efficiency across various sectors, including finance, marketing, technology, and healthcare. Founded in 2010 and headquartered in Austin, Texas, the company serves over 1,200 enterprise clients and supports approximately 300,000 active users across more than 50 countries. Upland's solutions facilitate strategic planning, project execution, and resource optimization, enabling teams to collaborate effectively and manage workflows seamlessly. By catering to a diverse range of industries, including retail, manufacturing, and government, Upland Software aims to drive business results and improve overall performance for organizations of all sizes.

Fullscript

Private Equity Round in 2021
Fullscript is an online health platform designed for health professionals focused on enhancing patient care through integrative medicine. The platform allows practitioners to dispense professional-grade supplements and manage patient adherence, offering features such as automated refills and educational resources. Fullscript supports various workflows, enabling seamless transitions between virtual dispensing and in-office sales. Practitioners can browse over 300 high-quality supplement brands and customize their accounts to fit their practice needs. Additionally, Fullscript provides marketing support, patient promotions, and curated wellness content, helping practitioners engage patients and promote their practices effectively.

Fortra

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

Fortra

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

Marmic Fire & Safety

Acquisition in 2021
Marmic Fire & Safety is a comprehensive fire protection company that caters to commercial clients across the United States. The company specializes in a wide range of services and products, including fire extinguishers, suppression systems, sprinklers, fire alarms, and access control systems. Marmic Fire & Safety not only installs and maintains these systems but also conducts inspections, recharges, and repairs to ensure compliance with government-mandated codes. The company is committed to enhancing safety by providing training and 24/7 emergency support, adhering to OSHA mandates and NFPA standards to protect people and property effectively from fire hazards.

Merit Financial Group

Private Equity Round in 2021
Merit Financial Advisors is a financial services firm dedicated to assisting individuals, particularly those in or nearing retirement, in achieving their financial objectives. The company offers a range of services, including financial planning, wealth management, and investment management, tailored to meet the unique needs of its clients. By focusing on life transitions and financial wellness, Merit Financial Advisors aims to educate clients and provide them with strategies for risk mitigation and wealth advising. Through these comprehensive solutions, the firm strives to empower clients to attain financial freedom and surpass their personal financial goals.

Buildertrend

Venture Round in 2021
Buildertrend, established in 2006 and based in Omaha, Nebraska, specializes in cloud-based construction management software for homebuilders and remodelers. Its flagship product, Buildertrend, provides real-time access to key aspects of construction projects, including scheduling, change orders, documents, photos, and warranty management. This comprehensive, integrated suite also encompasses project management, customer management, and service management, enabling clients to oversee entire construction processes seamlessly.

Specialist Risk Group

Acquisition in 2020
Specialist Risk Group is an integrated network of insurance intermediaries that focuses on arranging specialized insurance solutions for corporate clients both in the UK and internationally. The company serves over 18,000 end policyholders across various lines of business, demonstrating its capability to address complex risk transfer challenges. Specialist Risk Group offers a range of brokerage services tailored to the unique needs of customers, brokers, affinity partners, and insurers. Its expertise encompasses insurance schemes for hazardous goods, construction services, asbestos removal, and professional risks, along with comprehensive support for motor and non-motor fleet insurance. By providing customized assistance, Specialist Risk Group aims to effectively manage and mitigate risks for its diverse clientele.

Aceable

Series C in 2020
Aceable, Inc. is an online education company based in Austin, Texas, that specializes in providing state-approved driving and real estate courses through a mobile application. Founded in 2012, the company offers a range of driving education programs, including traffic law and substance abuse education for individuals aged 14 and older in Florida, as well as specific teen and adult driving courses for varying age groups in Texas. Additionally, Aceable provides defensive driving courses suitable for various ages. By leveraging its mobile platform, the company aims to deliver engaging and accessible educational content, allowing users to learn effectively and conveniently. Aceable also operates in Georgia, expanding its reach in the online education market.

Stova Group

Private Equity Round in 2020
Stova Group is an end-to-end event management solutions provider that specializes in offering a virtual engagement platform to enhance the event experience. The company’s technology supports every stage of the event life cycle, from planning to execution. Stova's software facilitates attendee engagement through a mobile application designed for events, conferences, and trade shows. By leveraging post-conference data and social network connections, Stova maximizes participant interaction and ensures sustained engagement. This comprehensive approach allows users to effectively organize events while fostering active participation among attendees.

Trucordia

Acquisition in 2020
Trucordia is a full-service insurance brokerage firm which provides complete risk management solutions with a broad array of property & casualty, life and health, employee benefits and workers' compensation insurance products.

Peter C. Foy & Associates

Acquisition in 2020
Peter C. Foy & Associates, established in 1987, is a prominent business services and insurance brokerage firm that offers integrated solutions to a wide range of clients, both nationally and internationally. With a team of consultants, marketing professionals, and support staff boasting an average of two decades of experience, the company focuses on understanding each client's specific needs and industry challenges to create tailored programs that align with their objectives.

Davies Group

Private Equity Round in 2020
Davies Group is an insurance claims service provider that specializes in third-party administration and technical services across various sectors, including property, casualty, motor, and niche lines. The company serves brokers, the Lloyd's market, UK and global insurance firms, as well as large self-insured enterprises. With a focus on operational efficiency, Davies Group offers comprehensive insurance operations management and consulting services tailored to the risk and insurance value chain. Their expertise spans claims related to residential property, commercial, and specialist liability policies, enabling clients to enhance service delivery and operational excellence in markets such as Bermuda, Canada, and the United States.

Monotype

Acquisition in 2019
Monotype is a global provider of type intellectual property and font technologies, offering a range of solutions that include custom type design services and enterprise software for visual content marketing. The company is dedicated to enhancing digital engagement and visual expression across various platforms, catering to designers, marketers, and engineers. Its products ensure a consistent user experience across digital devices, such as printers, copiers, and mobile devices, while also providing essential text experiences in numerous software applications and operating systems. Monotype licenses its design assets and technologies to creative professionals, consumer device manufacturers, and developers, enabling them to focus on creating impactful brand experiences. Headquartered in Woburn, Massachusetts, Monotype operates internationally in markets across the United States, Europe, the Middle East, Africa, and Japan.

Idera

Private Equity Round in 2019
Idera is a provider of B2B software productivity tools designed for technical users, enabling them to enhance efficiency and effectiveness in their workflows. The company operates across three main divisions: Database Tools, Developer Tools, and Testing Tools. Its portfolio includes a software as a service (SaaS) based lifecycle management platform tailored for various sectors, including healthcare, financial services, retail, and technology. This platform empowers database and IT professionals to design, monitor, and manage data systems, as well as develop application tools, whether deployed in the cloud or on-premises. Idera's products are widely used by millions of community members and serve over 50,000 customers globally.

American Megatrends International

Private Equity Round in 2019
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.

RPX

Acquisition in 2018
RPX Corporation is a provider of patent risk management and discovery services, headquartered in San Francisco, California. Founded in 2008, the company operates in the United States, Japan, South Korea, and internationally, offering a subscription-based service that facilitates value exchanges between patent owners and users. RPX specializes in defensive patent aggregation, acquiring patent assets to provide clients with sublicenses, and underwriting patent infringement liability insurance to cover litigation costs. The company also delivers proprietary patent market intelligence and a variety of technology-enabled services, including data collection, processing, analytics, and document review, aimed at streamlining litigation administration and regulatory compliance. RPX serves a diverse clientele, including technology companies, corporations, and law firms, and emphasizes a strategy that avoids asserting its patent rights, thus providing a rational alternative to litigation while enhancing patent buying power.

Fortra

Acquisition in 2018
Fortra, formerly known as HelpSystems, is a provider of IT infrastructure software focused on systems and network management, business intelligence, and security and compliance solutions. The company offers a range of products including automation software, data access solutions for IBM systems, job scheduling tools, network monitoring applications, and managed file transfer solutions. Notable offerings include Robot for integrated systems management, PowerTech for security and compliance on IBM servers, and GoAnywhere MFT for secure file transfer. Additionally, Fortra provides IT and business process automation solutions, virus protection, and performance monitoring tools. With a commitment to simplifying IT operations, the company serves over 9,000 organizations worldwide, enabling them to enhance efficiency, secure sensitive data, and streamline access to information. Founded in 1982 and based in Eden Prairie, Minnesota, Fortra continues to support various critical IT needs, keeping businesses operational and secure.

FPX

Private Equity Round in 2017
FPX is a developer of a cloud-based Configure-Price-Quote (CPQ) platform designed specifically for manufacturers. Founded in 1983, the company has evolved from pioneering sales force automation to creating innovative solutions that streamline the sales of complex product lines. Its platform integrates pricing and quoting capabilities with a streamlined selection process, allowing for fast and accurate quote generation. FPX also provides software for business reporting and forecasting, enabling clients to manage sales effectively and enhance profit margins. By imposing structure on Big Data, FPX helps businesses derive actionable insights at various interaction points, ultimately simplifying sales processes and improving customer satisfaction, trust, and brand loyalty.

Denodo Technologies

Private Equity Round in 2017
Denodo Technologies Inc. specializes in data virtualization and integration, offering a comprehensive platform that allows companies to access and integrate data from various sources without relocating it. Founded in 1999 and headquartered in Palo Alto, California, with additional offices in Madrid and London, Denodo provides solutions such as the Denodo Data Services Platform and Denodo Express, which facilitate real-time data integration and abstraction across enterprise, cloud, big data, and unstructured data sources. The company's offerings support agile business intelligence, big data analytics, and enterprise data services, enabling organizations to achieve unified access to critical information. Denodo serves a diverse clientele that includes notable organizations like the National Institutes of Health and Telefonica, and it has formed strategic partnerships with several technology firms to enhance its service capabilities.

IDERA

Acquisition in 2017
IDERA provides practical software tools that help data professionals improve data quality, boost data performance and ensure data integrity across complex environments. A community of more than 100,000 users in healthcare, financial services, retail and technology rely on IDERA products to optimize business data and take advantage of new business opportunities. IDERA is a division of Idera, Inc. To learn more, visit https://www.idera.com/.

Idera

Acquisition in 2017
Idera is a provider of B2B software productivity tools designed for technical users, enabling them to enhance efficiency and effectiveness in their workflows. The company operates across three main divisions: Database Tools, Developer Tools, and Testing Tools. Its portfolio includes a software as a service (SaaS) based lifecycle management platform tailored for various sectors, including healthcare, financial services, retail, and technology. This platform empowers database and IT professionals to design, monitor, and manage data systems, as well as develop application tools, whether deployed in the cloud or on-premises. Idera's products are widely used by millions of community members and serve over 50,000 customers globally.

AIMC

Acquisition in 2017
AIMC, LLC is an insurance marketing organization specializing in the distribution and sales of Medicare supplements and other senior products across the United States. Established in 2008 and headquartered in Woodstock, Georgia, AIMC operates as a subsidiary of Integrity Marketing Group LLC. The company partners with a network of experienced distribution partners and independent agents to deliver comprehensive marketing services, strategies for accessing the senior market, agency services, policy administration, and actuarial consulting. AIMC is recognized for its effectiveness in meeting the sales expectations of major insurance carriers serving the senior market. Its operations span all fifty states, solidifying its position as a respected entity within the insurance industry.

Nutraceutical International Corp.

Acquisition in 2017
Nutraceutical International Corp. manufactures, markets, distributes, and retails branded nutritional supplements and other natural products in the United States and internationally.

Stova Group

Acquisition in 2017
Stova Group is an end-to-end event management solutions provider that specializes in offering a virtual engagement platform to enhance the event experience. The company’s technology supports every stage of the event life cycle, from planning to execution. Stova's software facilitates attendee engagement through a mobile application designed for events, conferences, and trade shows. By leveraging post-conference data and social network connections, Stova maximizes participant interaction and ensures sustained engagement. This comprehensive approach allows users to effectively organize events while fostering active participation among attendees.

Cynergie

Acquisition in 2017
Cynergie UK Ltd is a consultancy and resourcing services provider based in Peterborough, United Kingdom, with a focus on regulated sectors such as insurance, financial services, and utilities. Established in 2001, the company specializes in outsourced regulatory and complaints management services, offering both temporary staffing solutions and full-service complaint handling operations. Cynergie's expertise allows clients to efficiently manage fluctuating workloads related to complaints, compliance reviews, and other regulatory activities. The company operates from its Service Centres in Peterborough and Birmingham, where it maintains a managed service operation designed to streamline complaint resolution for its clients. As a subsidiary of Davies Group Limited since 2017, Cynergie continues to serve a diverse range of clients, including audit firms and regulatory bodies.

Davies Group

Acquisition in 2017
Davies Group is an insurance claims service provider that specializes in third-party administration and technical services across various sectors, including property, casualty, motor, and niche lines. The company serves brokers, the Lloyd's market, UK and global insurance firms, as well as large self-insured enterprises. With a focus on operational efficiency, Davies Group offers comprehensive insurance operations management and consulting services tailored to the risk and insurance value chain. Their expertise spans claims related to residential property, commercial, and specialist liability policies, enabling clients to enhance service delivery and operational excellence in markets such as Bermuda, Canada, and the United States.

Integrity Marketing Group

Private Equity Round in 2016
Integrity Marketing Group, LLC is a prominent provider of life and health insurance products, specializing in serving the senior market. Established in 2006 and headquartered in Dallas, Texas, the company offers a comprehensive range of insurance solutions, including Medicare supplements, Medicare Advantage plans, life insurance products, and various annuities. Integrity also provides long-term care products and final expense insurance, along with preneed products designed to alleviate future financial burdens. In addition to its insurance offerings, the company delivers consulting services such as product development and marketing management. Integrity Marketing Group collaborates with leading insurance carriers and distributes its products through a vast network of agents across the United States, thereby assisting clients in protecting their life, health, and wealth. The company also maintains additional offices in multiple states to support its expansive operations.

FPX

Acquisition in 2016
FPX is a developer of a cloud-based Configure-Price-Quote (CPQ) platform designed specifically for manufacturers. Founded in 1983, the company has evolved from pioneering sales force automation to creating innovative solutions that streamline the sales of complex product lines. Its platform integrates pricing and quoting capabilities with a streamlined selection process, allowing for fast and accurate quote generation. FPX also provides software for business reporting and forecasting, enabling clients to manage sales effectively and enhance profit margins. By imposing structure on Big Data, FPX helps businesses derive actionable insights at various interaction points, ultimately simplifying sales processes and improving customer satisfaction, trust, and brand loyalty.

StrongView

Acquisition in 2015
StrongView is a company based in Redwood City, California, specializing in email and cross-channel marketing solutions aimed at enhancing customer relationship marketing. It provides a range of integrated products, including the Email Marketing Server, which allows marketers to manage their email campaigns effectively, and the Transactional Email Server, which personalizes transactional communications. Additionally, StrongView offers the Email Integration Server for message assembly, delivery, reporting, and tracking, as well as the Email Delivery Server for managing email delivery in complex server environments. By focusing on customer context, StrongView helps brands engage with consumers in a more meaningful way, adapting to their changing needs and circumstances throughout the customer journey.

Dealer-FX

Private Equity Round in 2015
Dealer-FX is a Canadian company based in Markham that specializes in automotive software solutions, focusing on enhancing the customer service experience. Its platform offers a comprehensive customer experience management system designed for every stage of automotive service. Utilizing advanced data analysis and user-friendly mobile applications, Dealer-FX promotes transparency and trust between automotive Original Equipment Manufacturers (OEMs) and dealerships. This approach aims to improve customer retention and brand loyalty, ultimately driving profitability for its clients. The company prioritizes a convenient, contactless, and mobile-centric experience at each customer interaction point.

Selligent Marketing Cloud

Acquisition in 2015
Selligent SA is a marketing automation platform that facilitates B2C brands in engaging consumers across various channels. Established in 1990 and headquartered in Braine L'Alleud, Belgium, the company offers an omnichannel execution platform that allows businesses to launch integrated marketing campaigns and identify cross-channel opportunities. Selligent employs AI and machine learning to analyze consumer data in real time, enhancing personalization through email, websites, and mobile interactions. Additionally, it provides capabilities such as behavioral retargeting, universal consumer profiling, and comprehensive reporting. The platform is utilized by over 700 global brands across industries including retail, travel, automotive, publishing, and financial services. Selligent operates multiple offices throughout the United States and Europe, ensuring localized support for clients in more than 30 countries. Selligent Interactive Marketing, a subsidiary based in Barcelona, Spain, further expands the company’s offerings to business and consumer marketers.

MRops

Acquisition in 2015
MRops is a provider of market research operations services, offering a comprehensive range of solutions for data collection both online and offline. Founded in 2007 and headquartered in Warrington, Pennsylvania, with additional offices in Doylestown, Minneapolis, Hyderabad, and London, the company specializes in mobile market research, sample management, and international data collection. MRops also conducts In-Home Use Tests (iHuts) for product testing and develops reporting and data delivery solutions. Additionally, the company offers a variety of statistical services, including regression and correlation analysis, cluster and segmentation analysis, and discrete choice modeling, among others. MRops primarily serves research agencies and management consulting firms, leveraging its multi-country project management expertise and diverse survey experience to deliver high-quality research outcomes.

Survey Sampling international

Acquisition in 2014
Celebrating 40 years in business, SSI <http://www.surveysampling.com/> is the premier global provider of data solutions and technology for consumer and business-to-business survey research. SSI reaches participants in 90+ sample countries via internet, telephone, mobile/wireless and mixed-access offerings. SSI staff operates from 40 offices and remote staff in over 20 countries, offering sample, data collection, CATI, questionnaire design consultation, programming and hosting, online custom reporting and data processing. SSI's employees serve more than 3,500 customers worldwide.

Pearl Holding Group

Private Equity Round in 2014
Pearl Holding Group, Inc. is an insurance provider based in Plantation, Florida, specializing in personal automobile insurance products primarily within the non-standard auto insurance market. Founded in 1994, the company offers a range of coverage options, including liability, personal injury protection, uninsured motorists’ coverage, collision insurance, and protection against fire damage to vehicles. As a managing general agent for Ocean Harbor Casualty Insurance Company, Pearl Holding Group focuses on policy management and claims processing, ensuring effective oversight of insurance policies throughout their lifecycle and facilitating efficient claims handling for its clients.

AutoAlert

Private Equity Round in 2014
AutoAlert, founded in 2002, is a prominent provider of automotive software and data mining solutions that enhance dealership profitability by improving customer relationships. The company's platform consolidates customer data from various sources, enabling dealerships to create actionable insights for effective communication and engagement. This data-driven approach fosters repeat sales, service, and customer loyalty. AutoAlert is recognized for its commitment to data security, holding certifications such as SOC 2 Type 2 and ISO/IEC 27001:2013, which attest to its high-level security standards. Through its innovative solutions, AutoAlert empowers automotive partnerships to deliver better customer experiences and optimize dealership operations.

Serena Software

Acquisition in 2014
Serena Software, Inc. is a leading provider of application lifecycle management (ALM) solutions, headquartered in San Mateo, California. The company specializes in orchestrating IT solutions for Global 2000 companies, offering a range of products designed to streamline and automate application development and IT operations. Key offerings include Serena Deployment Automation for production deployments, Serena Release Manager for automating release processes, and Serena Business Manager, an IT process automation platform. Additionally, the company provides tools for mainframe applications, such as ChangeMan ZMF and ChangeMan SSM, as well as solutions like Serena Dimensions CM for development practices and Serena PVCS Pro for change management. Serena also offers cloud-based services, including Serena Service Manager and Serena Request Center, to enhance IT service management. With a strong presence across 14 countries and over 1 million users, Serena Software is recognized as the largest independent ALM vendor, focused on delivering significant business value through its comprehensive IT solutions.

MyWebGrocer

Private Equity Round in 2013
MyWebGrocer, founded in 1999 and based in Winooski, Vermont, provides digital solutions to the grocery and consumer packaged goods industries both domestically and internationally. Its offerings include online grocery shopping platforms, mobile tools, digital circulars, recipes, shopping lists, coupons, and store location services. The company also delivers planning tools for shoppers, digital coupons, a Digital Experience Platform for engaging and retaining customers, and email marketing solutions. Additionally, MyWebGrocer offers marketing services, analytics, custom reporting, and various targeting solutions. It serves retailers and brands across North America, Europe, and the Asia Pacific regions. The company operates as a subsidiary of Mi9 Retail, Inc., and has been profitable since its early years.

MyWebGrocer

Acquisition in 2013
MyWebGrocer, founded in 1999 and based in Winooski, Vermont, provides digital solutions to the grocery and consumer packaged goods industries both domestically and internationally. Its offerings include online grocery shopping platforms, mobile tools, digital circulars, recipes, shopping lists, coupons, and store location services. The company also delivers planning tools for shoppers, digital coupons, a Digital Experience Platform for engaging and retaining customers, and email marketing solutions. Additionally, MyWebGrocer offers marketing services, analytics, custom reporting, and various targeting solutions. It serves retailers and brands across North America, Europe, and the Asia Pacific regions. The company operates as a subsidiary of Mi9 Retail, Inc., and has been profitable since its early years.

hybris

Series B in 2013
Hybris offers enterprise software and on-demand solutions aimed at enhancing multi-channel commerce, master data management, and order management for various sectors, including retail, manufacturing, telecommunications, and digital media. The company's platform, known as OmniCommerce™, enables businesses to unify their customer, product, and order data, providing a comprehensive view for both the business and its customers. Hybris' software is designed to be agile, scalable, and extensible, supporting continuous innovation while maintaining cost efficiency. It is available through on-premise, on-demand, and managed hosted options, catering to businesses of all sizes. With operations in 15 countries, hybris serves over 500 clients globally, including prominent B2B and consumer brands such as General Electric, Toys“R”Us, and P&G. Recognized as a leader in the market by industry analysts, hybris is positioned as a key player in the future of commerce.

MyWebGrocer

Venture Round in 2009
MyWebGrocer, founded in 1999 and based in Winooski, Vermont, provides digital solutions to the grocery and consumer packaged goods industries both domestically and internationally. Its offerings include online grocery shopping platforms, mobile tools, digital circulars, recipes, shopping lists, coupons, and store location services. The company also delivers planning tools for shoppers, digital coupons, a Digital Experience Platform for engaging and retaining customers, and email marketing solutions. Additionally, MyWebGrocer offers marketing services, analytics, custom reporting, and various targeting solutions. It serves retailers and brands across North America, Europe, and the Asia Pacific regions. The company operates as a subsidiary of Mi9 Retail, Inc., and has been profitable since its early years.

Fullscript

Fullscript is an online health platform designed for health professionals focused on enhancing patient care through integrative medicine. The platform allows practitioners to dispense professional-grade supplements and manage patient adherence, offering features such as automated refills and educational resources. Fullscript supports various workflows, enabling seamless transitions between virtual dispensing and in-office sales. Practitioners can browse over 300 high-quality supplement brands and customize their accounts to fit their practice needs. Additionally, Fullscript provides marketing support, patient promotions, and curated wellness content, helping practitioners engage patients and promote their practices effectively.
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