QIMA
Private Equity Round in 2025
QIMA Limited is a company specializing in audit programs, product inspections, and laboratory testing for brands, retailers, and importers worldwide. Founded in 1997 and based in Causeway Bay, Hong Kong, QIMA offers a range of services including pre-shipment inspections, production monitoring, ethical audits, and compliance testing across various industries. The company serves over 30,000 clients in sectors such as consumer products, food, textiles, electronics, and industrial parts, ensuring quality and safety throughout the supply chain. QIMA combines on-the-ground expertise with digital solutions to provide accurate and transparent compliance data. Known for its commitment to integrity and simplicity, QIMA has built a strong culture among its 6,000 employees, aiming to innovate within the testing, inspection, and certification industry.
Brycer
Private Equity Round in 2025
Brycer is a technology company that specializes in ensuring regulatory compliance for inspection, testing, and maintenance of critical systems such as fire protection, backflow prevention, and elevators. It offers a cloud-based platform that helps code officials proactively manage and track these services, reducing false alarms and enhancing community safety.
Agilio Software
Private Equity Round in 2024
Agilio Software is a provider of compliance and human resource solutions specifically designed for the dental industry. The company offers a range of services that include HR consultancy, compliance support, and training platforms tailored to the needs of dentists. Its flagship software, iComly, enables dental practitioners to effectively manage compliance practices, ensuring adherence to regulations and improving operational efficiency. By serving not only dentists but also extending its services to other healthcare sectors such as primary care and veterinary practices, Agilio Software facilitates the management of various activities within modern healthcare settings.
Computer Services (CSI)
Private Equity Round in 2024
Computer Services, Inc. (CSI) is a customer service company based in Paducah, Kentucky, offering innovative technology solutions to banks, financial institutions, and various other businesses nationwide. Established in 1965, CSI has grown to become one of the largest providers of dynamic technology solutions in the country. With over 1,100 employees, the company specializes in providing technological bank core processing services and compliance risk management solutions to industries such as real estate, insurance, and casino gaming. CSI's mission is to assist financial institutions and corporate entities in staying competitive, compliant, and profitable by delivering top-notch technological services.
Apex Group
Private Equity Round in 2022
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Riskonnect
Private Equity Round in 2021
Riskonnect, Inc. is a provider of cloud-based risk management software designed to help organizations manage and mitigate risks across various sectors, including healthcare, retail, manufacturing, finance, transportation, and insurance. Founded in 2007 and headquartered in Kennesaw, Georgia, with additional offices in locations such as London and Sydney, the company offers a comprehensive suite of applications, including Riskonnect RMIS, Riskonnect ERM, and Riskonnect Incident Management. These tools facilitate claims administration, incident reporting, root cause analytics, and loss investigation, while also supporting enterprise risk management, compliance, and business continuity efforts. Riskonnect's technology platform is built to be secure, reliable, and efficient, serving over 60,000 businesses and 1.5 million users globally. The company's commitment to innovation in risk management technology sets it apart in the industry.
Apex Group
Private Equity Round in 2021
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Apex Group
Private Equity Round in 2021
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Incorp Global
Acquisition in 2021
InCorp Global is a corporate solutions provider based in Singapore, established in 2015. The firm offers a comprehensive range of professional services to assist companies in establishing their operations in Asia. These services include company incorporation, secretarial and compliance support, share registry, outsourcing, taxation, immigration assistance, business advisory, fund structuring, administration, risk assurance, and corporate recovery. With a presence in multiple countries, InCorp Global serves thousands of clients worldwide, positioning itself as a key partner for businesses looking to navigate the complexities of entering the Asian market.
Incorp Global
Private Equity Round in 2021
InCorp Global is a corporate solutions provider based in Singapore, established in 2015. The firm offers a comprehensive range of professional services to assist companies in establishing their operations in Asia. These services include company incorporation, secretarial and compliance support, share registry, outsourcing, taxation, immigration assistance, business advisory, fund structuring, administration, risk assurance, and corporate recovery. With a presence in multiple countries, InCorp Global serves thousands of clients worldwide, positioning itself as a key partner for businesses looking to navigate the complexities of entering the Asian market.
The Benecon Group
Private Equity Round in 2020
The Benecon Group, Inc. is an employee benefits and consulting firm based in Lititz, Pennsylvania, founded in 1948. The company specializes in providing a range of services including actuarial support, wellness programs, compliance assistance, and consulting for employers. It develops and administers self-funded health insurance purchasing programs, particularly for public sector entities such as counties, school districts, and local government units. Additionally, Benecon represents independent insurance agencies and brokers, offering tailored employee benefit solutions that address both the strategic objectives of employers and the personal needs of employees. The firm is committed to helping organizations effectively manage their benefit plan expenditures while promoting consumer-directed healthcare options.
Sovos Compliance
Private Equity Round in 2020
Sovos Compliance, LLC specializes in tax compliance and regulatory reporting software, helping businesses manage their tax obligations effectively. Founded in 1979 and based in Wilmington, Massachusetts, the company offers a range of solutions including Sovos S1, a cloud infrastructure platform for tax compliance, and Taxport, designed for 1099 reporting. Their product lineup also features Tax Determination for simplifying tax processes, E-invoicing for real-time compliance, and various tax reporting solutions tailored for industries such as beverage alcohol and ecommerce. With a customer base exceeding 100,000, including numerous Fortune 500 companies, Sovos provides scalable and secure cloud-based solutions that integrate with diverse business applications. The company's services also encompass sales and use tax automation, VAT compliance, and cryptocurrency tax reporting, addressing the complexities of modern tax regulations across more than 70 countries. Sovos Compliance was previously known as Taxware, LLC before rebranding in 2014.
Conservice
Private Equity Round in 2020
Conservice, LLC is a utility management and billing services provider based in River Heights, Utah, established in 2000. The company offers a wide array of services, including utility and ancillary billing, metering equipment installation and maintenance, and daily meter readings that facilitate leak detection and asset integrity. Conservice also specializes in utility expense management, vacant billing, cost recovery, and resident payment processing solutions. In addition, it provides energy procurement, data exchange, contract and vendor management, and due diligence services. The company caters to diverse markets, including multifamily, single-family, student housing, commercial, energy, and military sectors. Its adaptable solutions aim to reduce operating costs, promote conservation, and ensure compliance with regulations, all while delivering a high level of customer service.
LegalZoom
Venture Round in 2018
LegalZoom is a prominent online provider of legal services aimed at small businesses and consumers in the United States. The company offers a wide range of affordable legal solutions, including document preparation, ongoing compliance, tax advice, business licenses, accounting, virtual mailbox services, e-signature solutions, trademark filings, and estate planning. Founded on the principle that all individuals should have access to legal assistance, LegalZoom has successfully supported nearly two million families and small businesses with their legal needs. Its high-quality documents are recognized in all 50 states, and the company prides itself on customer satisfaction, with a significant percentage of clients willing to recommend its services to others.
Flexera Software
Private Equity Round in 2017
Flexera Software is an information technology firm that specializes in software licensing, compliance, and installation solutions. The company assists application producers and enterprises in maximizing application usage and enhancing the value derived from their software investments. With over 80,000 customers, Flexera provides essential services such as software license optimization, entitlement management, application packaging, and software vulnerability management. Its offerings are designed to ensure continuous licensing compliance and to help organizations navigate the complexities of evolving technology. By delivering automation and intelligence through its products, Flexera supports clients in accelerating digital transformation and effectively managing their software assets. With more than 25 years of experience, the company has established itself as a trusted leader in the industry.
Flexera Software
Acquisition in 2017
Flexera Software is an information technology firm that specializes in software licensing, compliance, and installation solutions. The company assists application producers and enterprises in maximizing application usage and enhancing the value derived from their software investments. With over 80,000 customers, Flexera provides essential services such as software license optimization, entitlement management, application packaging, and software vulnerability management. Its offerings are designed to ensure continuous licensing compliance and to help organizations navigate the complexities of evolving technology. By delivering automation and intelligence through its products, Flexera supports clients in accelerating digital transformation and effectively managing their software assets. With more than 25 years of experience, the company has established itself as a trusted leader in the industry.
Conservice
Private Equity Round in 2016
Conservice, LLC is a utility management and billing services provider based in River Heights, Utah, established in 2000. The company offers a wide array of services, including utility and ancillary billing, metering equipment installation and maintenance, and daily meter readings that facilitate leak detection and asset integrity. Conservice also specializes in utility expense management, vacant billing, cost recovery, and resident payment processing solutions. In addition, it provides energy procurement, data exchange, contract and vendor management, and due diligence services. The company caters to diverse markets, including multifamily, single-family, student housing, commercial, energy, and military sectors. Its adaptable solutions aim to reduce operating costs, promote conservation, and ensure compliance with regulations, all while delivering a high level of customer service.
Mitratech
Acquisition in 2015
Mitratech Holdings, Inc. is a provider of web-based enterprise legal management solutions tailored for corporate legal departments. Established in 1987 and headquartered in Austin, Texas, the company offers a comprehensive suite of software solutions that include matter management, spend management, e-billing, legal hold, contracts management, entity management, and compliance reporting. Its product lineup features TeamConnect for large legal departments, eCounsel for mid-sized teams, Lawtrac for matter management, and LawManager for government agencies, among others. Mitratech's solutions are designed to enhance efficiency, reduce costs, and mitigate risks by promoting collaboration and visibility within organizations. The company also offers implementation, managed hosting, and training services to support its clients. Serving legal professionals, including general counsel and compliance officers, Mitratech has a global presence with additional offices in locations such as San Francisco, Burnham, Hyderabad, and Melbourne.
Accruent
Private Equity Round in 2013
Accruent is a global software company specializing in physical resource management, offering innovative cloud-based solutions that optimize real estate, facilities, and asset management. With over two decades of experience, Accruent has developed an integrated software-as-a-service platform that supports organizations through all stages of capital planning, operations, and IoT-based monitoring. The company's services are designed to maximize the performance of the built environment, helping clients manage physical resources effectively while extending asset lifecycles, ensuring compliance, and minimizing risks. Accruent serves a diverse range of industries and has established a strong presence with over 7,000 customers across 149 countries. Headquartered in Austin, Texas, the company is dedicated to driving efficiency and supporting the missions of organizations worldwide.
SmartStream Technologies
Private Equity Round in 2006
SmartStream Technologies is a global provider of software and managed services focused on financial transaction management. The company has established a strong presence in the financial markets sector, serving over 1,500 clients, including more than 70 of the world's top banks, as well as leading asset managers, custodians, and broker-dealers. SmartStream's suite of solutions includes cash management, compliance management, corporate actions, exception management, reconciliations, trade finance, and trade process management. These offerings are designed to optimize operational efficiency, reduce costs, and enhance risk management and regulatory controls for its clients, catering to the needs of asset managers, hedge funds, fintech firms, and corporations.
Numara Software
Acquisition in 2005
Numara Software is a prominent provider of integrated IT management solutions catering to a diverse range of customers globally. The company offers a variety of services, including Desktop Management, PC Lifecycle Management, Security and Compliance, Help Desk and Service Desk, and Mobile Device Management. These solutions are tailored to enhance operational efficiency in IT management. Numara FootPrints is specifically aimed at medium to large enterprises, while Numara Track-It! serves small to medium-sized businesses. The company's software platforms facilitate the automation of various IT-related tasks and processes, allowing organizations to streamline their operations through interoperable solutions. With a customer base exceeding 50,000 sites, Numara Software is recognized for its commitment to delivering effective IT service management and asset management solutions.
Clayton Holdings
Venture Round in 2004
Clayton Holdings is a business specializing in analytics, consulting, and outsourcing services for the mortgage industry. They assist clients in successfully completing mortgage transactions, managing portfolios, and operating efficiently by offering services such as transaction management, credit risk management, compliance products, professional staffing, and consulting. Their expertise lies in serving primary, capital, and investor markets within the mortgage-backed security (MBS) sector.
Physicians' Specialty Corporation
Acquisition in 1999
The Company was recently organized to provide comprehensive physician practice management services to physician practices and health care providers specializing in the treatment and management of diseases and disorders of the ear, nose and throat, head and neck. The Company's primary objective is to develop, manage and integrate ENT physician and Related Specialty practices which will provide high quality, cost effective medical and surgical services to fee-for-service patients and capitated managed care enrollees. The Company will provide financial and administrative management, enhancement of clinical operations, network development and payor contracting services, including the negotiation and administration of capitated arrangements.