OSTTRA Group
Acquisition in 2025
OSTTRA is a financial technology company that focuses on providing post-trade solutions for the global over-the-counter (OTC) and exchange-traded derivatives markets. It offers an extensive range of services, including trade processing, portfolio optimization, risk mitigation, and regulatory compliance across various asset classes such as interest rates, foreign exchange, credit, and equities. The company's software supports trade processing and workflow operations, facilitating pre-trade and post-trade services that assist market participants in areas like reconciliation, exception management, and settlement. Through these offerings, OSTTRA enhances operational efficiency and compliance for its clients in the derivatives market.
9fin Limited is a London-based company founded in 2016 that specializes in developing artificial intelligence software designed to provide comprehensive financial data for the bond market, particularly focusing on high-yield bonds. The company offers a data analytics platform that utilizes computer vision and machine learning to facilitate the search, filtering, and analysis of financial information. By delivering real-time market news, deal monitoring, and price data presented in chart formats, 9fin supports professionals in finance, investment banking, and asset management in making informed investment decisions. Its tools foster collaboration among teams and assist users in assessing risks effectively, ultimately streamlining the decision-making process in the credit markets.
Xuncetech
Private Equity Round in 2022
XunceTech is a Shenzhen-based company established in 2016 that specializes in risk management and data management services. It provides development, operation, and marketing services tailored for private equity funds, trusts, and high-net-worth individual investors. Leveraging big data and cloud computing technologies, XunceTech has developed a range of asset management products and intelligent transaction management solutions, all supported by independent intellectual property rights. The company’s platform centralizes data across various terminals and platforms used by clients, facilitating intelligent transaction management, transaction data analysis, and deep learning services related to transactions. This comprehensive approach aims to enhance decision-making and operational efficiency for investors.
APEX Analytix
Acquisition in 2022
APEX Analytix, LLC is a provider of audit services and technology aimed at retail and commercial clients, facilitating connections between suppliers and customers globally. Founded in 1988 and headquartered in Greensboro, North Carolina, with additional offices in Hong Kong and the United Kingdom, the company offers a range of solutions including FirstStrike, which helps prevent supplier overpayments and identify risks, and SmartVM, a tool for real-time supplier information management. Their services encompass accounts payable audits, fraud detection, procurement analytics, and various compliance reviews across multiple sectors such as finance, healthcare, manufacturing, and utilities. APEX Analytix supports organizations in managing disbursements effectively, safeguarding $2.6 trillion annually, and boasts a comprehensive global supplier database backed by extensive communication analytics. Their expertise spans across 98% of global trade, making them a trusted advisor for clients worldwide.
Semperis, Inc. is an enterprise identity protection company that specializes in safeguarding and recovering Active Directory environments from cyber breaches and identity system failures. Founded in 2013 and headquartered in New York, with an additional location in Ramat Gan, Israel, Semperis provides a suite of solutions, including the Directory Services Protector, which allows organizations to automatically restore an entire Active Directory forest and quickly recover critical attributes. Their offerings also include the Active Directory Forest Recovery and the Active Directory State Manager, which facilitate real-time granular searches, comparisons, and restorations of attributes. Semperis serves a diverse range of industries, including financial services, healthcare, and government, helping clients enhance their cyber resilience and protect against data breaches and operational errors.
+Simple
Private Equity Round in 2022
+Simple is an insurance Robo-Broker focused on providing tailored insurance solutions for freelancers and small to medium-sized enterprises. The company operates a technology platform that optimizes insurance coverage based on the duration of contracts and personalizes offers according to the specific activities of its clients and their evolving needs. Its secure online subscription service allows users to access their insurance contracts in a digital format, stored in a virtual safe. This approach enables clients to efficiently manage their insurance requirements and claims, ensuring they receive competitive and relevant coverage.
Environmental Resources Management (ERM) is a consulting firm specializing in environmental, health, safety, risk, and sustainability services. The company caters to both private and public sector clients across various industries, including oil and gas, manufacturing, chemicals, infrastructure, and pharmaceuticals. ERM provides a comprehensive suite of services that includes climate risk and scenario analysis, human health and ecological risk assessments, and sustainability reporting and strategy development. By focusing on delivering sustainable outcomes, ERM assists organizations in addressing complex environmental challenges and integrating sustainability into their business practices at all levels.
Environmental Resources Management (ERM) is a consulting firm specializing in environmental, health, safety, risk, and sustainability services. The company caters to both private and public sector clients across various industries, including oil and gas, manufacturing, chemicals, infrastructure, and pharmaceuticals. ERM provides a comprehensive suite of services that includes climate risk and scenario analysis, human health and ecological risk assessments, and sustainability reporting and strategy development. By focusing on delivering sustainable outcomes, ERM assists organizations in addressing complex environmental challenges and integrating sustainability into their business practices at all levels.
GeoStabilization International
Acquisition in 2018
GeoStabilization International LLC is a geohazard mitigation firm based in Commerce City, Colorado, with branch offices across the United States and Canada. Established in 2002, the company specializes in various services aimed at protecting people and infrastructure from geohazards. Its offerings include landslide remediation, bluff stabilization, excavation shoring, rockfall mitigation, and grouting, among others. GeoStabilization serves multiple industries, including mining, energy, and transportation, providing solutions that help reduce project costs and mitigate environmental impacts. The company is known for its expertise in emergency landslide repairs and has a dedicated team of professionals committed to delivering effective geohazard solutions.
Unilev Capital
Debt Financing in 2018
Unilev Capital Corporation is a privately held real estate investment firm based in Beverly Hills, California, with additional offices in Texas, Colorado, and Minnesota. Founded in 1993, the company specializes in acquiring well-located, income-producing commercial properties by partnering with a select group of private and institutional investors. Unilev employs both short-term opportunistic strategies and long-term, low-risk investment approaches to enhance its portfolio. The firm's focus on investment management, risk management, and due diligence has led to a consistent record of growth and success in the real estate market.
Optiv Security
Acquisition in 2016
Optiv Security, established in 2015, is a North American cybersecurity solutions provider. It assists clients, including businesses, governments, and educational institutions, in planning, building, and running effective cybersecurity programs. Optiv offers a range of services, including security program strategy, risk management, incident response, security architecture, training, and managed security services.
Ping Identity
Series G in 2014
Ping Identity is a provider of cloud-based identity management software, serving a diverse range of sectors, including financial services, healthcare, retail, and manufacturing. Established in 2002 and headquartered in Denver, Colorado, the company focuses on delivering solutions that enable enterprises to achieve Zero Trust security and enhance user experiences. Its Ping Intelligent Identity Platform allows organizations to manage identity and profile data at scale while providing secure access to cloud, mobile, SaaS, and on-premises applications and APIs. The software includes features such as orchestration, fraud detection, risk management, identity verification, and authentication, helping clients streamline their digital interactions and maintain robust security protocols.
Sedgwick Claims Management Services
Acquisition in 2014
Sedgwick Claims Management Services is a prominent North American provider of technology-enabled claims and risk management solutions, headquartered in Memphis, Tennessee. The company employs nearly 11,000 professionals across approximately 200 offices in the United States and Canada. Sedgwick offers a comprehensive range of services, including claims administration for workers' compensation, disability, and employee absence programs, as well as liability claims in general, automobile, and professional sectors. Additionally, the company specializes in managed care, fraud investigation, structured settlements, and Medicare compliance solutions. By leveraging advanced technology and industry expertise, Sedgwick designs customized programs that address the evolving needs of its clients while maintaining cost-effective operations.
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