NexPhase Capital

NexPhase Capital is an independent private equity firm based in New York, established in 2007 by former principals of Moelis Capital Partners. The firm focuses on making control investments in lower middle-market, growth-oriented companies across sectors such as healthcare, software, and consumer services. With a strategic relationship with Moelis and Company, NexPhase Capital aims to partner with entrepreneur-owned businesses to drive growth and create value. As a Registered Investment Adviser (RIA), NexPhase Capital adheres to regulatory standards while pursuing its investment strategies.

Matt Boylan

Vice President

Sam Canavá

Associate

Quint Carr

Vice President

Jeffrey Fung

Senior Associate

Bob Gartland

Partner

Robert Gartland

Partner

Andrew Goldfarb

CFO

Barbara Hill

Operating Partner

James Johnston

Partner

Jamie Kaufman

Partner

Nicolas Kaukonen

Associate

Andy Kieffer

Partner

Joel Killion

Partner

Heather Kim

Associate

George Koulouris

Vice President

Kurt Larsen

Founding Partner

Bobby Narvaez

Director of Finance and Operations

Selina Peng

Associate

Darby Read

Associate

Chip Robie

Partner

Michael A. Roe

Operating Partner

Alan Rogers

Principal

Jenny Scherl

Senior Associate

Ted Yun

Managing Partner

Jordan Zauderer

Principal

19 past transactions

Insurance Systems

Private Equity Round in 2024
Founded in 1997, Insurance Systems Inc. (ISI) is 100% dedicated to providing technology solutions to the P&C insurance industry. They take an integrated approach to policy administration. This means that they don’t believe it ends once the policy is out the door. Billing, claims, reinsurance, loss control and financials are key components of the business, which is why they developed a suite of solutions that bring these pieces together on one modern platform. They also give insurers a few things they wouldn’t normally expect in a policy administration software including CRM, a robust rules engine, a flexible document engine, document management functionality and business intelligence tools – all in one configurable, modern, scalable platform.

Aztec Software

Private Equity Round in 2022
Aztec Software, LLC is an educational technology company founded in 1980 and based in Springfield, New Jersey. The company specializes in developing an e-learning platform that focuses on adult basic education (ABE), high school equivalency (HSE) preparation, and various skills development programs for both adults and young adults. Aztec's offerings include print materials, e-publications, practice tests, and administrative services designed to facilitate learning and skills acquisition. The Aztec Learning System is utilized across a range of educational settings, including community colleges, correctional facilities, job corps centers, and middle and high schools. The system is modular and can be accessed on standalone PCs, local and wide area networks, or via the Internet, making it a versatile tool for educators and learners alike. Aztec Software aims to improve the lives of its users through effective computerized skills remediation and comprehensive training solutions.

Selerix Systems

Private Equity Round in 2021
Selerix Systems is a developer of benefits administration software known as BenSelect, which is designed to enhance communication, enrollment, and management of both core and voluntary insurance products. The platform is utilized by carriers, brokers, and employers to streamline employee engagement and enrollment processes. Selerix's software also supports compliance and provides decision-making assistance, allowing clients to efficiently manage their enrollment needs.

Oliver Winery

Acquisition in 2021
Oliver Winery is an employee-owned winery located in Bloomington, Indiana, known for producing a diverse range of wines. The winery offers a variety of options, including red, white, and fruit wines, as well as ciders and meads. With a focus on low alcohol by volume (ABV) wines, Oliver Winery aims to provide customers with accessible choices that range from classic varietals to refreshing apple ciders, all at an affordable price.

DealerOn

Private Equity Round in 2020
At DealerOn, they are laser-focused on two things: helping their dealers sell more cars, more profitably than anyone else can, and providing their dealers an amazingly remarkable experience as they help them set sales records. That’s the DealerOn difference.

Surgent Professional Education

Private Equity Round in 2019
Surgent Professional Education is an end-to-end educational platform dedicated to serving accounting and finance professionals. The company specializes in offering comprehensive resources for licensing and continuing education, including certification exam preparation for various accounting degrees. One of its key offerings is the Surgent CPA Review, which provides targeted support for individuals preparing for the CPA exam. Through its diverse range of educational products, Surgent aims to enhance the skills and knowledge of professionals in the accounting and finance sectors, facilitating their career advancement and compliance with continuing education requirements.

Popcornopolis

Private Equity Round in 2019
Popcornopolis is a food production company based in Horsham, Pennsylvania, specializing in gourmet popcorn. The company offers a wide range of flavored popcorn and popcorn gift baskets suitable for various occasions. Its products are available through grocery stores, clubs, mass convenience retailers, and drug stores, as well as directly through its website, allowing customers to place orders online. With a focus on high-quality ingredients and innovative flavors, Popcornopolis aims to satisfy diverse consumer tastes and preferences in the snack market.

American Global Logistics

Acquisition in 2019
American Global Logistics delivers customized logistics solutions that empower businesses to solve their biggest supply chain challenges. Their proprietary cloud-based technology offers unprecedented visibility and control throughout the supply chain, while our end-to-end logistics solutions help us provide a greater depth of service to global enterprises. The company's solutions extend beyond the walls of the ocean, air, and domestic transportation services; reaching to customs brokerage, compliance consultation, carrier allocation management, warehousing, distribution, and advanced purchase order management systems.

Brandt Information Services

Private Equity Round in 2018
Brandt Information Services, LLC is a company that specializes in providing solutions and marketing strategies aimed at enhancing outdoor participation and revenue streams for parks and fish and wildlife agencies. Founded in 1985 and headquartered in Tallahassee, Florida, with an additional office in Atlanta, Georgia, the company offers a range of services, including web and mobile solutions for fishing and hunting license sales, as well as a platform for registering and titling boats and off-road vehicles. Brandt Information Services also provides reservation systems for parks and recreational agencies, administrative systems for managing quota hunt events, and customer support services. Furthermore, the company offers IT staffing, business process outsourcing, and project staffing solutions, enabling clients to automate processes and develop effective marketing strategies to engage the public in outdoor activities.

SYNERGY HomeCare

Acquisition in 2018
SYNERGY HomeCare, a non-medical home care agency as opposed to a "home health care” agency was founded in 1999 to provide much needed respite and personal care, as well as compassion and companionship for the elderly, or those recovering from illness, surgery, or childbirth and the disabled. SYNERGY HomeCare is committed to providing the highest quality non-medical home care services and treating all clients, of all ages, with dignity and respect.

Gulf Coast Pain Institute

Acquisition in 2018
Gulf Coast Pain Institute, founded in 2013 and located in Pensacola, Florida, specializes in a range of interventional and non-interventional pain management treatments. The institute offers comprehensive services that include physical therapy, chiropractic care, laboratory testing, and medication management. Its team comprises board-certified specialists in pain management and anesthesiology, who collectively possess over 75 years of experience in diagnosing and treating complex pain disorders, including spinal degenerative diseases and cancer-related pain. The facility also features a licensed physical therapist, licensed massage therapist, and a dedicated chiropractic and physical therapy department to address both acute and chronic pain conditions.

Clearway Pain Solutions

Acquisition in 2018
Clearway Pain Solutions Institute, LLC is a pain management medical center founded in 2013 and located in Pensacola, Florida. The institute focuses on relieving pain, restoring function, and enhancing the quality of life for patients through compassionate, patient-centered care. It offers a range of services, including interventional pain management, medication management, regenerative medicine, chiropractic care, massage therapy, and physical therapy. By employing a collaborative approach, Clearway Pain Solutions integrates the expertise of leading physicians, advanced practitioners, chiropractors, physical therapists, and dedicated support staff to empower patients to lead happier and healthier lives.

Inside Real Estate

Private Equity Round in 2016
Inside Real Estate is a technology agency focused on the real estate sector. The company provides a software-as-a-service (SaaS) platform designed for residential real estate agents and brokers, offering tools for lead generation, customer management, and integrated real estate customer relationship management (CRM). Additionally, Inside Real Estate features a performance analytics system and transaction management integrations, enabling users to effectively source, convert, and manage their clientele. Through its cloud-based solutions, the company aims to enhance the operational efficiency and marketing capabilities of real estate professionals.

Zing Zang

Acquisition in 2016
Zing Zang, Inc. is a beverage company based in Glenview, Illinois, specializing in non-alcoholic drink mixes and cocktail mixers. Founded in 1996, Zing Zang produces a range of products, including sweet and sour mixes, which are available through online platforms and wholesale distributors. The company's mixers are widely distributed across over 200,000 retail and on-premise locations in the United States and Canada, including restaurants, bars, country clubs, and local grocery and liquor stores. In addition to its drink mixes, Zing Zang offers branded merchandise such as T-shirts, hats, tumblers, and party supplies through its online store.

FAST Technology

Private Equity Round in 2015
FAST, which stands for "Flexible Architecture, Simplified Technology", is a privately-held company located in Iselin, NJ founded by the former leaders of NaviSys. Their team of passionate, experienced entrepreneurs focuses on solving the challenges their financial services clients face as they seek to modernize their systems environments or completely replace legacy systems.

Hexure

Private Equity Round in 2014
Hexure, formerly known as Insurance Technologies, specializes in providing digital sales automation solutions for the insurance, financial services, and wealth management sectors. Established in 1995 and headquartered in Colorado Springs, Colorado, the company enables insurance carriers and distributors, including broker-dealers, banks, and credit unions, to enhance customer-centric sales experiences. Hexure's software modernizes the sales process by offering point-of-sale illustration tools, asset allocation analysis, and application automation, which streamline workflows, reduce paper processing, and ensure compliance with regulatory standards. Its solutions facilitate faster issuance and improved sales accuracy across a range of products, including life insurance, annuities, and retirement offerings, ultimately transforming how these products are marketed and delivered.

Swipeclock

Venture Round in 2014
SwipeClock is a leading provider of cloud-based integrated workforce management software solutions that include automated time and attendance, advanced scheduling, and leave management capabilities. The company’s products including TimeWorksPlus, TimeWorks Mobile, and TimeSimplicity, enable more than 700 partners to help their clients manage their most important and expensive asset—employees. SwipeClock’s workforce management products enable more than 24,000 businesses to lower labor costs, comply with regulatory mandates, and maximize their profits.

Mxi Technologies

Acquisition in 2012
Mxi Technologies provides maintenance professionals with the tools and services they need to succeed – now and in the future. As the market and technology leader in providing integrated and intelligent software, support and services to the aviation industry, Mxi Technologies offers a proven solution and a demonstrated approach for aviation organizations that are looking to evolve their maintenance operations.
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