Thoma Bravo

Thoma Bravo, L.P. is a private equity firm based in Chicago, Illinois, with additional offices in San Francisco and Miami. Established in 1980, the firm specializes in investing in software and technology companies, focusing on sectors such as application software, cybersecurity, financial technology, and healthcare information technology. Thoma Bravo employs a buy-and-build investment strategy, targeting middle-market companies primarily in North America, while remaining open to global opportunities. The firm typically invests between $30 million and $750 million in companies with enterprise values ranging from $100 million to $2 billion, and it prefers to acquire majority stakes to exert control over its investments. With over $30 billion in investor commitments, Thoma Bravo has a significant history in the private equity space and aims to foster growth in the businesses it invests in through strategic recapitalizations and corporate carve-outs.

Orlando Bravo

Managing Partner

Scott Crabill

Managing Partner

Chandler Gay

Vice President

Mike Hoffmann

Partner

George Jaber

Principal

Christine Kang

Principal

Erwin Mock

Managing Director, Head of Capital Markets

Carl Press

Partner

AJ Rohde

Senior Partner

Robert Sayle

Partner

Hudson Smith

Partner

Adam Solomon

Partner

Peter Stefanski

Partner

David Tse

Senior Vice President

Chip Virnig

Partner

Annie Wei

Principal

Sam Yules

Vice President

Paul Zuber

Operating Partner

Andrew Almeida

Principal

151 past transactions

PCMI

Private Equity Round in 2025
PCMI offers a modular package of software solutions for the administration of F&I Products, Service Contracts, and Extended Warranties. Our SaaS platform, Policy Claim and Reporting Solutions™ (PCRS), supports and automates the full lifecycle of all aftermarket products and provides the most flexible environment for administrators, insurers, OEM’s, agents, and dealers to launch new products. Our global team enables continuous around-the-clock innovation and customer-focused support.

CompTIA

Private Equity Round in 2024
CompTIA is the leading association representing the international technology community. Its goal is to provide a unified voice, global advocacy and leadership, and to advance industry growth through standards, professional competence, education and business solutions. In order to most efficiently serve the industry and its members, CompTIA has developed specialized initiatives and programs dedicated to major areas within the IT industry. They include, convergence technology, e-commerce, IT training, software services, certification, public policy and workforce development.

USU Product Business

Acquisition in 2024
USU Product Business is a unit of USU that delivers IT management solutions to customers allowing them to master divergent IT landscapes and operations.

Darktrace

Acquisition in 2024
Darktrace Limited is a cyber security company that specializes in intelligence-led behavioral defense solutions to protect organizations from various cyber-attack vectors. Founded in 2013 and based in Cambridge, UK, with additional offices in San Francisco, Darktrace employs self-learning AI technology modeled after the human immune system. This innovative approach enables its platform to monitor and respond to threats across cloud environments, email systems, IoT devices, networks, and industrial systems. Darktrace offers several key products, including the Darktrace Cyber Intelligence Platform, which provides enterprise-wide security, and Darktrace Antigena, an autonomous response solution that actively neutralizes cyber threats in real time. With a client base exceeding 3,500 organizations worldwide, including government and military entities, Darktrace is recognized for its ability to detect and mitigate risks such as insider threats, industrial espionage, and malware attacks. The company has established strategic partnerships, including one with Options Technology, and employs over 1,200 individuals across 44 offices globally.

Everbridge

Acquisition in 2024
Everbridge is a global software company specializing in critical communications and enterprise safety applications. It provides a comprehensive event management platform that assists government organizations and businesses in anticipating, mitigating, responding to, and recovering from critical events, such as public safety threats and IT outages. The company's SaaS-based platform enables over 3,000 global customers to deliver contextual notifications swiftly and reliably to millions of people simultaneously, reaching more than 200 countries and territories through over 100 communication devices. Everbridge's solutions, which include Mass Notification, Incident Management, and Safety Connection, are designed to be user-friendly, secure, and highly scalable. The company serves a diverse clientele, including eight of the ten largest U.S. cities, major investment banks, leading global accounting firms, and numerous busy North American airports. Headquartered in Boston and Los Angeles, Everbridge also has offices in San Francisco, Lansing, Beijing, London, and Stockholm.

Hypergene

Private Equity Round in 2023
Hypergene AB, founded in 1999 and based in Malmö, Sweden, specializes in developing business intelligence and performance management solutions. The company offers a cloud-based software platform designed to enhance planning, monitoring, and analysis for decision-making processes. Its web-based performance management solution consists of three interconnected modules: Performance Management, Budgeting & Forecasting, and Monitoring & Analysis. These user-friendly tools enable organizations to work effectively towards their goals, improve efficiency, and strengthen competitiveness by providing comprehensive analytics and reporting capabilities. Hypergene's solutions are aimed at helping clients achieve higher levels of performance through better information presentation and distribution.

BlueMatrix

Private Equity Round in 2023
BlueMatrix provides investment research professionals with advanced applications via a single interface for intelligent authoring, distribution, analysis, and content management. The company’s clients range from many of the world’s leading international investment banks and wealth management firms to smaller independent research boutiques. Since its inception in 1999, BlueMatrix has maintained a specific focus on helping research professionals make sense of what is happening across the market.

EQS Group

Acquisition in 2023
EQS Group is a prominent global provider of digital solutions focused on investor relations, corporate communications, and corporate compliance. The company serves over 7,000 clients worldwide, facilitating their ability to meet complex domestic and international information requirements in a secure and efficient manner. EQS Group operates through two primary segments: Compliance and Investor Relations. The Compliance segment offers essential tools for companies to comply with legal and regulatory obligations, including reporting in news segments and submissions to the Federal Gazette, along with products like Insider Manager and Integrity Line. The Investor Relations segment provides a suite of services for financial and corporate communications, encompassing news distribution, website management, webcasts, and various investor relations modules that enhance client engagement and communication strategies.

NextGen Healthcare

Acquisition in 2023
NextGen Healthcare is a United States-based company that specializes in providing healthcare solutions, including software, services, and analytics. Founded in 1974 and headquartered in Irvine, California, the company caters to medical and dental group practices of various sizes, offering a technology and services platform that supports both ambulatory and specialty practices. NextGen Healthcare’s portfolio is designed to enhance physician success, improve patient care experiences, and facilitate the transition to value-based healthcare.

Bluesight

Private Equity Round in 2023
Bluesight addresses supply chain inefficiencies in healthcare by offering actionable analytics throughout the medication lifecycle. The company has developed a hospital inventory management platform that automates pharmacy kit processing and medication tracking, aiming to streamline the often cumbersome and error-prone manual processes associated with medication handling. By implementing automation technology, Bluesight enhances operational efficiency, improves patient safety, and increases medication visibility within hospitals. Through its suite of Medication Intelligence solutions, the company simplifies the complexities of medication management, providing healthcare professionals with the tools needed for better decision-making and risk reduction.

Logex Group

Private Equity Round in 2023
Logex is a provider of data analytics aimed at enhancing healthcare for medical professionals. The company specializes in transforming data into actionable insights, allowing for the analysis of financial performance and management information. This capability helps clients make informed decisions, ultimately leading to improved health outcomes for patients while simultaneously reducing costs. By focusing on cost control and streamlining operations, Logex seeks to maximize both operational and financial performance in the healthcare sector.

Grayshift

Acquisition in 2023
Grayshift, LLC, founded in 2016 and based in Atlanta, Georgia, specializes in mobile device digital forensics, focusing on lawful access and extraction for government agencies. The company manufactures GrayKey, a device designed to unlock and extract data from locked and encrypted smartphones, enabling law enforcement and investigative agencies to resolve critical cases efficiently. Grayshift's solutions are tailored to enhance public safety by providing the necessary tools for investigating cyberattacks and digital crimes.

Coupa

Acquisition in 2022
Coupa Software is an information technology company founded in 2006 by Dave Stephens, specializing in procurement, finance, and cloud-based financial applications. The company offers a cloud spend management (CSM) platform that provides businesses with visibility and control over their indirect spending, procurement, invoicing, and expense management. By leveraging this technology, clients can optimize their supplier networks, enhance supply chain efficiency, and improve liquidity management, ultimately leading to significant cost savings. Coupa Software's solutions are designed to help organizations better understand their spending patterns and make informed financial decisions.

TRM Labs

Series B in 2022
TRM Labs Inc. is a blockchain intelligence company that provides a token relationship management platform designed to assist financial institutions, cryptocurrency businesses, and government agencies in identifying and investigating financial crime and fraud related to digital assets. Founded in 2017 and headquartered in San Francisco, the company leverages machine learning to facilitate on-chain anti-money laundering compliance, incorporating solutions for customer due diligence, transaction monitoring, and relationship management. TRM Labs aims to enhance compliance within the cryptocurrency industry by developing tools that automatically detect suspicious activities, such as money laundering and market manipulation. The company has garnered significant investment from major financial institutions and is supported by a team of experts with backgrounds in law enforcement and top technology firms. TRM Labs operates as a remote-first organization with additional hubs in Washington, DC, and London.

UserTesting

Acquisition in 2022
UserTesting is a human insights platform that helps organizations make informed, customer-centric decisions by capturing real-time feedback from targeted audiences. The platform enables brands to create and execute user studies, facilitating live conversations that reveal meaningful reactions and insights. By utilizing a video-first approach, UserTesting allows companies to see and hear how real users interact with their products, designs, and services. This capability helps organizations understand customer experiences more deeply, leading to improved decision-making that enhances the customer experience, builds brand loyalty, and ultimately drives revenue growth.

SMA Technologies

Acquisition in 2022
SMA Technologies Inc. is a digital business automation company based in Houston, Texas, with additional offices in Europe. Founded in 1980, the company specializes in developing OpCon Automation, a comprehensive workload automation platform that supports various operating systems, applications, and enterprise resource planning (ERP) systems. OpCon includes several components, such as OpCon Deploy for workflow change management, OpCon Self Service for transforming complex tasks into streamlined solutions, and OpCon Vision for managing multiple OpCon environments. The platform is designed to enhance efficiency by integrating people, systems, and applications into reliable, repeatable workflows. SMA Technologies serves a diverse range of industries, including financial services, healthcare, government, technology, retail, and insurance, offering both automation consultancy and managed automation services to help organizations optimize their IT processes and improve employee productivity.

Eptura

Private Equity Round in 2022
Eptura is a global work-tech company that offers software solutions designed to enhance workplace efficiency by managing spaces, people, and assets. Formed from the merger of Condeco and iOffice + SpaceIQ, Eptura specializes in cloud-based workplace management. Its software automates essential tasks such as office space allocation, scheduling, and the maintenance of work schedules, ultimately helping organizations improve productivity and achieve cost savings. By leveraging innovative technology, Eptura aims to create smarter work environments that cater to the evolving needs of businesses of all sizes.

SMA Technologies

Private Equity Round in 2022
SMA Technologies Inc. is a digital business automation company based in Houston, Texas, with additional offices in Europe. Founded in 1980, the company specializes in developing OpCon Automation, a comprehensive workload automation platform that supports various operating systems, applications, and enterprise resource planning (ERP) systems. OpCon includes several components, such as OpCon Deploy for workflow change management, OpCon Self Service for transforming complex tasks into streamlined solutions, and OpCon Vision for managing multiple OpCon environments. The platform is designed to enhance efficiency by integrating people, systems, and applications into reliable, repeatable workflows. SMA Technologies serves a diverse range of industries, including financial services, healthcare, government, technology, retail, and insurance, offering both automation consultancy and managed automation services to help organizations optimize their IT processes and improve employee productivity.

Alma

Series D in 2022
Alma is a membership-based network for mental health care providers that aims to improve access to high-quality, affordable mental health care. Its platform enables providers to accept insurance and also provides a member directory, client-matching service, scheduling, and billing functions, as well as education, training, and a community for support.

Nearmap

Acquisition in 2022
nearmap (us.nearmap.com) is an online mapping service with a history working with small and large organizations across the building and construction, architecture and utility industries as well as local and municipal governments in Australia. The company is now expanding its reach to US audiences.

Mercell Holding

Acquisition in 2022
Mercell Holding is a digital platform specializing in public eTendering and eProcurement, facilitating interactions between buyers and suppliers in a web-based marketplace. The company offers a suite of services that includes eNotice, eSourcing, eTendering, eAwarding, eAuction, and eContract, designed to streamline the tender and procurement process. By connecting buyers with relevant suppliers, Mercell simplifies the tendering process and enhances the efficiency of public procurement. The company serves both public and private sector clients across 13 European countries, including Norway, Denmark, Sweden, Finland, the Baltics, and the United Kingdom. Mercell aims to establish itself as the leading software-as-a-service platform for eTendering and eProcurement in Europe, providing businesses with a secure and effective way to manage their procurement needs.

Aisera

Series D in 2022
Aisera, Inc. is a technology company that specializes in developing artificial intelligence-based solutions to streamline and automate various business processes. Headquartered in Palo Alto, California, Aisera offers a range of products, including AI Service Desk and AI Customer Service, which cater to IT, human resources, sales, and operations. Their platform, known as the AI Experience (AIX), incorporates generative AI capabilities, allowing organizations to enhance user productivity, reduce operational costs, and improve customer experiences through personalized interactions. Aisera's solutions also leverage pre-trained domain-specific large language models (LLMs) to achieve higher accuracy and increased resolution rates across diverse sectors such as healthcare, finance, and retail. By automating workflows and providing customizable AI tools, Aisera enables organizations to significantly lower support costs and enhance overall efficiency. Founded in 2017, Aisera has gained recognition as a leading provider in the AI service management space.

Ping Identity

Acquisition in 2022
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.

FalconX

Series D in 2022
FalconX, Ltd. is a cryptocurrency brokerage and digital asset trading platform founded in 2018 and based in San Mateo, California. The company specializes in providing trading solutions for blockchain and fintech sectors, focusing on reliable execution for its clients. Utilizing data science and machine learning, FalconX's platform aims to eliminate slippage and hidden fees, enabling efficient access to cryptocurrency markets. It serves hedge funds, proprietary trading firms, and other institutional clients by facilitating mid-to-large size trades with smart routing across various liquidity sources for optimal pricing.

Grayshift

Acquisition in 2022
Grayshift, LLC, founded in 2016 and based in Atlanta, Georgia, specializes in mobile device digital forensics, focusing on lawful access and extraction for government agencies. The company manufactures GrayKey, a device designed to unlock and extract data from locked and encrypted smartphones, enabling law enforcement and investigative agencies to resolve critical cases efficiently. Grayshift's solutions are tailored to enhance public safety by providing the necessary tools for investigating cyberattacks and digital crimes.

AppOmni

Series C in 2022
AppOmni Inc. is a company that specializes in cloud security for software as a service (SaaS) applications, focusing on protecting enterprise data. Founded in 2018 and headquartered in San Bruno, California, with an additional office in Carbondale, Colorado, AppOmni offers a platform that conducts thorough scans of APIs, security controls, and configuration settings. This technology helps organizations identify and address risky configurations, improper access controls, and potential data exposures. The platform provides users with a dashboard that offers visibility into the state of their SaaS applications, allowing them to ensure compliance with best practices and business objectives. Furthermore, AppOmni enables organizations to establish and automatically validate rules for data access and sharing, enhancing security for sensitive information. The company has received recognition in the cybersecurity field and is backed by notable investors, reflecting its commitment to innovation and leadership in SaaS security solutions.

Imply

Series D in 2022
Imply, founded by the original creators of Apache Druid, offers a comprehensive real-time analytics platform that leverages the capabilities of Apache Druid, an open-source database designed for next-generation analytics. The platform enables organizations to handle event-driven and streaming data with high scalability and rapid data visualization, allowing decision-makers to access petabyte-scale datasets efficiently. Imply focuses on a category it terms "analytics-in-motion," which emphasizes interactive and cost-effective analytics solutions as opposed to traditional static approaches. By supporting real-time ingestion and analysis, Imply empowers leading companies globally to enhance their business intelligence and operational analytics. The company operates in North America, Europe, and Asia Pacific, receiving backing from notable investors in the technology sector.

Vivian Health

Private Equity Round in 2022
Vivian Health is a company that assists nurses in locating suitable short-term travel job opportunities and provides insights into the best cities for work. By collaborating with staffing agencies across the country, Vivian Health helps these agencies identify qualified travel nurse candidates. Additionally, the company supports healthcare facilities in making cost-effective hiring decisions for various employment categories, including permanent roles, per-diem shifts, local contracts, and travel positions. This approach aims to address labor shortages in hospitals and emergency facilities, thereby enhancing the recruitment process within the healthcare sector.

Imprivata

Private Equity Round in 2022
Imprivata, Inc. is a provider of information technology security and identity solutions specifically designed for the healthcare industry. Headquartered in Lexington, Massachusetts, the company offers a comprehensive platform that addresses security and compliance challenges faced by healthcare organizations. Key products include Imprivata OneSign, which integrates single sign-on and authentication management to streamline access to workstations and applications; Imprivata Cortext, a secure messaging platform that enables compliant communication among healthcare providers; and Imprivata Confirm ID, which simplifies identity proofing and enforces two-factor authentication for electronic health records. Additionally, Imprivata PatientSecure enhances patient safety by reducing duplicate medical records and identity-related fraud. The company's solutions are utilized in over 45 countries, supporting healthcare organizations in managing and securing digital identities effectively. Founded in 2001, Imprivata remains committed to improving the efficiency and security of healthcare workflows.

SailPoint

Acquisition in 2022
SailPoint Technologies is a provider of identity governance and access management solutions, offering software designed to help organizations manage user access to critical systems and data. Founded in 2004 and headquartered in Austin, Texas, the company serves a diverse range of clients, including commercial enterprises, financial institutions, and government entities. SailPoint's product suite includes IdentityIQ, an on-premises solution that enhances visibility and control over user access; IdentityNow, a cloud-based governance platform; and IdentityAI, which utilizes artificial intelligence and machine learning to detect potential security threats. These solutions facilitate role management, access request management, and compliance management, enabling organizations to streamline IT compliance processes while reducing the risks of fraud and security breaches. SailPoint markets its offerings directly and through a network of system integrators, technology partners, and value-added resellers, ensuring comprehensive support for hybrid IT environments.

Anaplan

Acquisition in 2022
Anaplan, Inc. offers a cloud-based connected planning platform that enables organizations to unify disparate data structures across various business functions, including finance, sales, supply chain, marketing, human resources, and operations. Founded in 2008 and headquartered in San Francisco, Anaplan provides its services through a subscription model, allowing users to access its platform over the Internet. The company focuses on enhancing decision-making and collaboration within organizations by delivering business planning and performance management solutions from a single hub. In addition to its core platform, Anaplan offers professional services, including consulting, implementation, training, and planning transformation advisory services. With operations in multiple countries and a network of expert partners, Anaplan supports large and fast-growing organizations in streamlining their planning processes and making informed decisions.

Circle Cardiovascular Imaging

Private Equity Round in 2022
Circle Cardiovascular Imaging develops and markets cardiovascular post-processing software for the evaluation of magnetic resonance imaging (MRI) and CT images. It offers cmr42, a cardiovascular post-processing software for viewing and analyzing cardiovascular MR (CMR) images; ct42, a cardiovascular post-processing software for viewing and analyzing CCT images; cvi42, an integrated cardiovascular post-processing software for viewing and analyzing CMR and CCT images; and report42, a software solution that facilitates the documentation and reporting of CMR and CCT images. Circle Cardiovascular Imaging also provides product support, and training and education services for its software. Its software is used in the treatment of various indications, including heart failure, coronary artery disease, ischemic heart disease, myocardial infarction/scar, non-ischemic CM, myocarditis, valvular heart disease, cardiac masses, pericardial disease, pulmonary angiography, atrial fibrillation, carotid disease, and thoracic aortic disease. Its software is used by physicians and healthcare institutions in clinical and research settings. Circle Cardiovascular Imaging markets its software through a network of distributors worldwide. Kelly Cherniwchan founded it in 2007, with its headquarters in Calgary in Canada.

UserZoom

Private Equity Round in 2022
UserZoom is a company that specializes in Experience Insights Management (XIM) solutions, focusing on enhancing digital experiences for businesses. Founded in 2007, it provides an all-in-one user experience research platform that facilitates both qualitative and quantitative insights. UserZoom's platform enables organizations to conduct usability testing and measure user experience effectively, thereby integrating user research into the design process. This approach empowers digital teams with actionable insights necessary for improving their products and services. The company operates globally, with locations in California, Colorado, New York, London, Manchester, Barcelona, and Madrid.

UserZoom

Acquisition in 2022
UserZoom is a company that specializes in Experience Insights Management (XIM) solutions, focusing on enhancing digital experiences for businesses. Founded in 2007, it provides an all-in-one user experience research platform that facilitates both qualitative and quantitative insights. UserZoom's platform enables organizations to conduct usability testing and measure user experience effectively, thereby integrating user research into the design process. This approach empowers digital teams with actionable insights necessary for improving their products and services. The company operates globally, with locations in California, Colorado, New York, London, Manchester, Barcelona, and Madrid.

Personetics

Private Equity Round in 2022
Personetics Technologies Ltd. is a provider of customer interaction technology specifically designed for the financial services industry. Established in 2010 and headquartered in White Plains, New York, with additional offices in Tel Aviv and Singapore, the company offers various solutions to enhance customer experiences. Its flagship product, Personetics Digital Banker, utilizes customer profiles and automated intelligence to facilitate customer-centric processes across multiple channels, including web, mobile, and text banking. The company’s offerings also include Personetics Anywhere, which enables personalized assistance through messaging platforms, and Self-Driving Finance, an engagement platform that supports customers in managing their finances. By leveraging a real-time analytics engine, Personetics helps financial institutions convert passive digital users into active participants while improving customer experiences and reducing operational costs.

project44

Private Equity Round in 2022
Project44, Inc. is a cloud-based visibility platform that enhances supply chain management for shippers and third-party logistics companies. Established in 2014 and headquartered in Chicago, Illinois, with additional offices in cities such as Paris, Amsterdam, and Shanghai, the company offers a suite of solutions that includes pricing, routing, scheduling, tracking, and analytics. Project44's platform manages over 1 billion unique shipments annually for more than 1,300 leading brands across various industries, including manufacturing, automotive, and retail. By connecting and automating key transportation processes, Project44 provides real-time visibility and insights, enabling shippers and carriers to improve predictability, resilience, and sustainability in their operations. Recognized as a market leader, Project44 has received numerous accolades, including being named a leader in the Gartner Magic Quadrant and achieving high customer satisfaction rankings.

Paradox

Series C in 2021
Paradox, Inc. is a company that specializes in conversational artificial intelligence solutions for human resources and talent acquisition teams. Founded in 2016 and headquartered in Scottsdale, Arizona, Paradox offers a flagship product named Olivia, an AI recruiting assistant designed to enhance the candidate experience. The platform automates various administrative tasks such as candidate screening, interview scheduling, and real-time communication, allowing HR professionals to concentrate on meaningful interactions. By leveraging natural language processing, Olivia helps organizations capture and assess candidates efficiently while addressing their queries. Paradox serves a diverse clientele, including local retailers, regional school districts, and Fortune 100 companies, thereby streamlining the recruiting process for organizations of all sizes.

Figment Capital

Series C in 2021
Figment Networks Inc. is a leading blockchain infrastructure and software provider based in Toronto, Canada, established in 2018. The company develops and operates an open-source crypto network, focusing on enhancing community engagement through tools that facilitate understanding of network health and performance for informed staking decisions. Figment supports various crypto networks, including Tezos, Cosmos, Livepeer, and Horizen. It offers a comprehensive suite of services, such as enterprise-grade node and staking infrastructure, the Hubble Web 3 explorer, and DataHub developer APIs, aimed at simplifying the use, development, and governance of blockchains for token holders and developers alike. Additionally, Figment publishes open-source software and economic research to further benefit the blockchain community.

Bottomline Technologies

Acquisition in 2021
Bottomline Technologies provides electronic payment, invoice, and document automation solutions to corporations, financial institutions, and banks globally. The company specializes in streamlining and automating processes related to global payments, invoice receipt and approval, collections, cash management, and document management. Its offerings include cloud-based digital banking software, fraud prevention tools, and financial document solutions that facilitate electronic payments and invoicing. By leveraging these technologies, Bottomline helps businesses reduce costs, enhance security, and optimize working capital. The company also produces various domestic and international payment instructions, including ACH and SWIFT messaging, along with consolidated reporting of cash activity.

Anchorage Digital

Series D in 2021
Anchorage Digital is a regulated cryptocurrency platform that offers integrated financial services and infrastructure solutions tailored for institutions. Established in 2017 and headquartered in San Francisco, California, the company operates as the only federally chartered crypto bank in the United States, with an additional office in Singapore that maintains similar security and service standards. Anchorage Digital specializes in secure custody, regulatory compliance, and a variety of cryptocurrency-related services, including trading, staking, and governance. The platform emphasizes modern security engineering to ensure the safety of digital assets while facilitating streamlined participation in blockchain technology for businesses and institutions. With a valuation exceeding $3 billion, Anchorage Digital has attracted investments from prominent firms such as Andreessen Horowitz, Goldman Sachs, and Visa, among others. The company also supports a remote-friendly work environment, with additional offices located in New York, Porto, and Sioux Falls.

Pendo

Secondary Market in 2021
Pendo is a technology company based in Raleigh, North Carolina, that provides a product experience platform designed to enhance user engagement with software products. The platform integrates analytics, user guidance, communication tools, and feedback mechanisms, allowing product teams to better understand user interactions and optimize trial conversions and onboarding processes. By leveraging actionable insights, Pendo enables businesses to make informed decisions about feature development and product adoption. Its client base includes notable organizations such as Verizon, Morgan Stanley, and Salesforce. Additionally, Pendo supports the global community of product and digital leaders through initiatives like Mind the Product and various sponsored events and podcasts.

Heavy Construction Systems Specialists

Acquisition in 2021
Since 1986, HCSS has been developing software to help construction companies streamline their operations. Today, HCSS is recognized as a pioneer and leader in the market, serving thousands of construction companies across the nation. Year after year, they continue to innovate, refine, and expand their products as the industry evolves.

Intel 471

Private Equity Round in 2021
Intel 471 specializes in cybersecurity and cybercrime intelligence services for enterprises, government agencies, and other organizations. The company offers in-depth coverage of the criminal underground through its platform, TITAN, which enables security teams to access valuable cyber threat intelligence. This intelligence helps organizations identify, prioritize, and prevent potential cyber attacks before they occur. By infiltrating closed sources where threat actors communicate and collaborate, Intel 471 provides insights into adversaries and malware, allowing clients to mitigate risks associated with compromised credentials and gain timely information about malicious infrastructure.

Condeco

Venture Round in 2021
Condeco by Eptura is a workplace management platform focused on enhancing hybrid work environments. The company provides tools that allow employees to manage workspace utilization and schedule spaces effectively, fostering collaboration and optimizing office capacity. Its platform enables real-time monitoring and reporting of workspace usage, integrating features such as meeting room and desk booking software. Additionally, Condeco offers advanced hardware solutions to support its services, helping organizations improve efficiency in daily operations, meetings, and collaborative efforts.

Medallia

Acquisition in 2021
Medallia is a technology company that specializes in customer and employee experience management. Founded in 2001 and headquartered in San Francisco, California, it offers a cloud-based software-as-a-service platform that captures and analyzes experience data from various signal fields generated by customers and employees. Utilizing artificial intelligence, Medallia's platform processes both structured and unstructured data from human, digital, and Internet of Things (IoT) interactions. This comprehensive analysis enables organizations to better understand the needs and preferences of their stakeholders, helping them reduce customer churn, transform detractors into advocates, and identify opportunities for cross-selling and upselling. Medallia's solutions aim to deliver significant returns on investment by enhancing overall engagement and satisfaction.

FTX

Series B in 2021
FTX Exchange is a cryptocurrency exchange that offers a platform designed for both professional trading firms and novice users. It provides a range of products, including quarterly and perpetual futures for various cryptocurrencies, leveraged tokens, and over-the-counter trading. The exchange was initially developed by Alameda Research, a leading provider of cryptocurrency liquidity, which contributed to its robust market presence from the outset. Additionally, FTX Ventures served as the corporate venture capital arm of FTX, investing in various sectors such as healthcare, information technology, and gaming. Founded in 2022, FTX Ventures aimed to support innovative startups without imposing restrictions on their decision-making processes. However, the company declared bankruptcy in November 2022, marking a significant downturn in its operations.

Stamps.com

Acquisition in 2021
Stamps.com offers its clients Internet-based mailing and shipping solutions. The company provides mailing and shipping solutions to mail and ship various mail pieces and packages through the United States Postal Service (USPS) under the Stamps.com and Endicia brands. Its solutions support various USPS mail classes, including First Class Mail, Priority Mail, Priority Mail Express, Media Mail, Parcel Select, and others. The company targets its services to small businesses and home offices and currently has PC Postage partnerships with Avery, Microsoft, HP, the U.S. Postal Service, and others.

iOFFICE

Acquisition in 2021
iOFFICE is a cloud-based software provider that focuses on enhancing workplace experience and asset management for organizations. Its platform offers real-time solutions for facility leaders and real estate professionals, enabling effective management of buildings and spaces. The software encompasses various functionalities, including space planning, utilization, reservation and scheduling, and maintenance requests. Through its open-API architecture and mobile applications, iOFFICE helps businesses of all sizes to integrate data and facilitate communication among people and resources, ultimately promoting agility and scalability while simplifying their technological environment.

Auctane

Acquisition in 2021
Auctane LLC is a team of shipping and software experts with a passion for helping merchants fulfill their most audacious dreams. Our software solves ecommerce problems so our customers can scale their business on demand.

ServiceTitan

Series G in 2021
ServiceTitan, Inc. offers a cloud-based business management software tailored for the home service industry, including sectors such as HVAC, plumbing, electricity, and various other service businesses. Founded in 2007 and based in Glendale, California, with additional offices in Atlanta and Armenia, ServiceTitan's platform enhances operations by providing tools for scheduling, dispatching, invoicing, and customer relationship management. The software integrates various functionalities, such as marketing automation, reporting, and financing, to streamline processes and improve customer service. By equipping businesses with a comprehensive software solution, ServiceTitan aims to drive growth and efficiency in an industry that has traditionally lagged in technology adoption.

ironSource

Post in 2021
ironSource is a business platform designed to support mobile content creators in the app economy. It provides tools that enable app developers to transform their applications into successful and scalable businesses. In addition to assisting developers, ironSource's platform aids telecom operators in enhancing the user experience on their devices. By focusing on these aspects, ironSource helps its customers concentrate on creating high-quality apps while facilitating their growth and expansion in the competitive app market.

QAD

Acquisition in 2021
QAD is a provider of adaptive, cloud-based enterprise software and services tailored for global manufacturing companies across various industries, including automotive, life sciences, consumer products, food and beverage, and high-tech manufacturing. The company specializes in solutions such as enterprise resource planning (ERP), demand and supply chain planning, global trade and transportation execution, and quality management systems. QAD's offerings are designed to enhance operational efficiency, enabling manufacturers to manage real-time supplier performance, optimize inventory, and utilize intelligent forecasting and machine learning-driven planning. By equipping clients with the tools to swiftly adapt to changes and innovate, QAD supports their competitive advantage in a dynamic market environment.

Illumio

Series F in 2021
Illumio, Inc. is a cybersecurity company based in Sunnyvale, California, founded in 2012. It specializes in cloud-based security solutions designed to protect organizations from cyber threats and enhance operational resilience. The company's core offering is the Adaptive Security Platform, which includes tools for data center and cloud traffic security. Key components of this platform are the Illumination application traffic mapping tool, the Enforcement application nano-segmentation solution, and SecureConnect for data protection. Illumio's approach centers on Zero Trust principles, helping organizations visualize traffic flows and implement segmentation policies that limit lateral movement within multi-cloud and hybrid infrastructures. This capability is essential for safeguarding critical resources and preventing the spread of cyber attacks. Illumio serves a diverse clientele, including notable companies such as Plantronics, Yahoo, Creative Artists Agency, and NTT Innovation Institute, Inc.

Greenphire

Acquisition in 2021
Greenphire, Inc. specializes in providing clinical trial payment solutions for sponsors, contract research organizations (CROs), and research sites. Established in 2007 and headquartered in King of Prussia, Pennsylvania, with an additional office in London, the company offers solutions such as ClinCard, which automates participant reimbursements and stipends, and eClinicalGPS, which streamlines and accelerates global site payments. These tools optimize the financial lifecycle management of clinical trials, enhancing efficiency and performance for clients in the pharmaceutical, biotechnology, and medical device sectors. Greenphire's solutions are designed to improve workflow automation, enabling better business insights and more successful clinical trials.

Apryse

Private Equity Round in 2021
Apryse is a developer of digital document processing tools designed to serve a diverse clientele, including startups, governments, software developers, and enterprises. The company offers a comprehensive suite of document solutions that enable dynamic document viewing, annotation, processing, and conversion. Its advanced features include document understanding, data extraction, and redaction, all aimed at enhancing productivity for clients. By streamlining the document handling process, Apryse helps organizations accelerate their application development lifecycle and reduce time to market, delivering superior results in document management.

Proofpoint

Acquisition in 2021
Proofpoint Inc. is a prominent cybersecurity and compliance company that specializes in cloud-based solutions designed to safeguard modern work environments. Founded in 2002 and headquartered in Sunnyvale, California, Proofpoint offers a comprehensive suite of services, including email security, encryption, archiving, data loss prevention, and incident response. Its solutions are tailored for mid and large-sized organizations, enabling them to protect users from advanced threats across various channels such as email, social media, and mobile applications. With a client base that includes over 3,000 enterprise-level accounts, including global corporations, universities, and government agencies, Proofpoint aims to enhance organizational security and ensure regulatory compliance while facilitating secure communication and data governance.

Applitools

Acquisition in 2021
Applitools has developed the first cloud based software testing tool that automatically validates all the visual aspects of any Web, Mobile and Native app like a manual tester does. Applitools’ disruptive technology automatically validates the correctness of the UI layout, content and appearance, and enables you to automate tests that can only be done manually without it. It can test apps on any browser, device, OS and programming language, on any screen resolution and form-factor.

Calabrio

Acquisition in 2021
Calabrio, Inc. is a customer experience intelligence company that specializes in developing workforce optimization software solutions for call centers. Founded in 2007 and headquartered in Minneapolis, Minnesota, Calabrio offers the Calabrio ONE software suite, which integrates various modules for call recording, quality management, workforce management, analytics, and reporting. This suite is designed to enhance agent engagement and optimize performance, catering to the evolving demands of contact centers. The company serves a diverse range of industries, including healthcare, telecommunications, retail, and finance, providing services such as project management, implementation, training, and technical support. With over 4,000 clients globally, Calabrio's web-based architecture positions contact centers as key drivers of customer insight, facilitating strategic business growth through enhanced customer interactions. The company also has additional locations in Vancouver, London, Singapore, and Stockholm, and is recognized for its innovative contributions in the workforce optimization sector.

Calypso Technology

Acquisition in 2021
Calypso Technology, Inc. is a financial market software provider that offers a comprehensive suite of integrated trading applications tailored for banks and other financial market participants globally. Founded in 1997 and headquartered in San Francisco, California, the company delivers a cross-asset platform that supports trading, processing, risk management, and accounting for a wide range of financial instruments, including derivatives, fixed income, equities, and commodities. Additionally, Calypso provides investment management solutions for multi-asset portfolios, as well as treasury and liquidity management services that streamline balance sheet and cash management activities. The company also offers solutions for clearing houses and collateral management, catering to both sell-side and investment management customers. With a presence in major financial hubs across Asia, the Americas, Europe, and the Middle East, Calypso combines deep capital markets expertise with advanced technology to facilitate effective trading and risk management in the complex global financial landscape.

Talend

Acquisition in 2021
Talend is a provider of cloud-based data integration and data management solutions, focusing on delivering reliable data to organizations swiftly. The company's platform enables the operationalization of disparate data, addressing complex business challenges by integrating data and applications in real time across big data, cloud environments, and traditional systems. This comprehensive suite of applications allows companies to collect, transform, govern, and share data effectively. By streamlining the data value chain, Talend helps organizations enhance their strategic decision-making processes and drive sustainable business value.

SolarWinds

Post in 2021
SolarWinds Corporation is a provider of information technology infrastructure management software, catering to both domestic and international markets. The company focuses on developing products that assist IT professionals, managed service providers, and DevOps teams in monitoring and managing their IT environments, whether they are on-premises, in the cloud, or in hybrid settings. Its offerings include network management software that provides real-time visibility into network utilization and performance, as well as application performance management tools that enable monitoring of log data, cloud metrics, and applications. SolarWinds also delivers IT service management solutions to support outsourcing of IT services and offers remote monitoring software for desktops, laptops, and servers across various platforms. Additionally, the company provides an email protection and archiving platform to safeguard against cyber threats. Founded in 1999 and headquartered in Austin, Texas, SolarWinds aims to simplify IT management challenges with purpose-built, value-driven products and tools.

RealPage

Acquisition in 2020
Developer of multifamily property management and data analytics software intended for companies in the real estate industry. The company's platform hosts applications that help property owners and managers improve pricing methodologies and collections and integrate business processes, ensuring professionals gain transparency in asset performance, leverage data insights and monetize space to create enhanced yields efficiently.

Zipari

Private Equity Round in 2020
Zipari, Inc. is a Brooklyn-based company that specializes in developing cloud-based consumer experience technology tailored for the health insurance industry. Its primary offering, the Square platform, allows health insurers to create a private exchange shopping experience where consumers can directly purchase and enroll in health, dental, and vision insurance through the insurer's website. The company also provides various tools, such as a customer experience engine called Scout, which automates customer interactions, and a Comprehensive Sales Experience solution designed to optimize acquisition and retention strategies for healthcare insurers. Additionally, Zipari offers the Zipari Partner Network to assist health plans in delivering an integrated customer experience. The company's technologies utilize machine learning and analytics to simplify the healthcare journey, enhance customer engagement, and improve overall satisfaction. Since its incorporation in 2014, Zipari has focused on helping health insurers grow their revenue and improve member experiences across multiple market segments.

Venafi

Private Equity Round in 2020
Venafi, Inc. is a cybersecurity company specializing in enterprise key and certificate management solutions. It offers a comprehensive platform that provides organizations with visibility and control over cryptographic keys and digital certificates across various environments including on-premises, mobile, virtual, and cloud. Key products include the Venafi Director platform for managing keys and certificates, Server Certificate Manager for securing certificate inventories, and SSH Key Manager for enhancing threat intelligence by managing SSH key pairs. Additionally, Venafi provides tools for symmetric key management, a mobile certificate manager, and a cloud service tailored for DevOps. The company’s solutions aim to mitigate risks associated with machine identities, ensure compliance, and protect against trust-based attacks. Venafi serves a diverse range of clients, including Global 2000 organizations across sectors such as finance, healthcare, and technology. Founded in 2000 and headquartered in Salt Lake City, Utah, Venafi continues to focus on securing machine-to-machine communications and safeguarding organizational data.

Venafi

Acquisition in 2020
Venafi, Inc. is a cybersecurity company specializing in enterprise key and certificate management solutions. It offers a comprehensive platform that provides organizations with visibility and control over cryptographic keys and digital certificates across various environments including on-premises, mobile, virtual, and cloud. Key products include the Venafi Director platform for managing keys and certificates, Server Certificate Manager for securing certificate inventories, and SSH Key Manager for enhancing threat intelligence by managing SSH key pairs. Additionally, Venafi provides tools for symmetric key management, a mobile certificate manager, and a cloud service tailored for DevOps. The company’s solutions aim to mitigate risks associated with machine identities, ensure compliance, and protect against trust-based attacks. Venafi serves a diverse range of clients, including Global 2000 organizations across sectors such as finance, healthcare, and technology. Founded in 2000 and headquartered in Salt Lake City, Utah, Venafi continues to focus on securing machine-to-machine communications and safeguarding organizational data.

Flexera Software

Acquisition in 2020
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.

AxiomSL

Acquisition in 2020
AxiomSL is a data management platform for regulatory and risk reporting, liquidity, capital and credit, operations, trade, and transactions. It provides enterprise-wide infrastructure and analytical applications in the areas of data integration and warehousing, financial and energy risk management, regulatory reporting, compliance, and financial control. AxiomSL was founded in 1991 in New York, New York by Alexander Tsigutkin.

K2

Funding Round in 2020
K2’s intuitive, cloud-based digital process automation platform gives companies the power to create modern process applications, automate workflows and transform their business. With K2, thousands of organizations worldwide and 30% of the Fortune 500 have taken control of their business processes to increase visibility and improve operational efficiency.

Foundation Software

Acquisition in 2020
Foundation Software, LLC designs and develops job cost accounting and construction management software to the construction industry in the United States. It offers Job Costing module that tracks the actual costs and progress of job activities against estimates and past performance; Payroll module helps contractors pay their crews on time; and General Ledger module that enables contractors to perform daily transactions and period-end procedures, as well as report from a robust and scalable database. The company also provides Purchase Order / Subcontracts module that helps contractors track purchasing and subcontracted labor right inside of their construction job cost accounting software; Accounts Payable module, a solution to manage payables; and Accounts Receivable module that connects construction billing and invoicing for contractors to a job cost accounting system. In addition, it offers CPA Audit/Review module, a solution to compile all the construction financials and accounting reports the CPA needs in one place; DataGenie, a solution to design and customize construction accounting reports and financial statements; and construction-specific payroll services. Further, the company provides training and going live, ongoing support, and continuing education and consulting services. Its solutions are available as Software-a-a-Service model. Foundation Software, LLC was formerly known as Foundation Software, Inc. and changed its name to Foundation Software, LLC in August 2020. The company was incorporated in 1985 and is based in Strongsville, Ohio with satellite office locations in Phoenix, Arizona; Charlotte, North Carolina; Austin, Texas; and Fort Myers, Florida.

Majesco

Acquisition in 2020
Majesco Limited is a global provider of cloud-based software solutions tailored for the insurance industry, serving clients in North America, Europe, and other regions. The company specializes in delivering comprehensive insurance software that supports property and casualty, life, annuities, and pensions sectors. Its key offerings include a Property & Casualty Core Suite, L&A and Group Core Suite, and LifePlus Solutions, which encompass essential functions such as policy management, billing, claims, and distribution management. Additionally, Majesco provides a Digital Insurance platform and Data and Analytics solutions to enhance business intelligence and analytics capabilities for insurers. Founded in 1982 and headquartered in Morristown, New Jersey, Majesco aims to empower insurance organizations to optimize their operations across the entire insurance value chain, adapt to regulatory requirements, and innovate in product offerings. The company also offers consulting, implementation, and support services to facilitate seamless transitions to cloud-based operations.

Syntellis Performance Solutions

Private Equity Round in 2020
Syntellis Performance Solutions, LLC is a provider of enterprise performance management software and analytics solutions tailored for healthcare, higher education, and financial institutions. The company's offerings include cost accounting, decision support, clinical analytics, and enterprise planning for healthcare; driver-based financial planning and profitability analysis for financial institutions; and budget and capital planning for the higher education sector. Founded in 1985 and based in Chicago, Illinois, Syntellis also has offices in Portland, Oregon; El Segundo, California; Fort Collins, Colorado; and Skokie, Illinois. The company's software is designed to help finance professionals gain insights, accelerate decision-making, and enhance business planning, allowing clients to budget, model scenarios, and conduct thorough analyses before making financial decisions.

Command Alkon

Acquisition in 2020
Command Alkon is a global supplier of integrated solutions for construction materials producers, with customers in over 70 countries worldwide. Focusing on industry-specific hardware and software systems for producers, suppliers and haulers of ready-mixed concrete, concrete products, aggregate, asphalt, and cement, Command Alkon couples innovative technologies and over 37 years of industry expertise to deliver products and services that improve business operations in plants and quarries around the globe.

Instructure

Acquisition in 2019
Instructure, Inc. is an education technology company that specializes in cloud-based learning management software for educational institutions and organizations. Founded in 2008 and headquartered in Salt Lake City, Utah, Instructure offers two primary platforms: Canvas and Bridge. Canvas serves K-12 and higher education by facilitating enhanced engagement among teachers and learners, enabling streamlined workflows, and supporting content creation and sharing with flexible access to information. Bridge focuses on employee development and engagement, aiming to improve corporate learning experiences. The company’s applications incorporate data analytics to allow real-time responses, personalized curricula, and effective goal setting, ultimately enhancing the learning, assessment, and performance management processes.

Sophos

Acquisition in 2019
Sophos is a company that specializes in IT security and data protection, providing organizations with a comprehensive suite of tools to combat cyber threats such as malware, spyware, and data breaches. The company develops network-oriented antivirus software and offers services including managed detection and response (MDR) and incident response. Its product portfolio encompasses endpoint, network, email, and cloud security technologies, all designed for ease of use and reliability. Sophos caters to various industries, including cybersecurity, finance, and healthcare, helping them defend against cyberattacks and ensuring the safety of their data and network infrastructure.

Solifi

Acquisition in 2019
Solifi is a global finance technology company that specializes in providing cloud-based solutions for various sectors, including automotive finance, equipment finance, wholesale/floorplan finance, and working capital. The company develops software tailored for financial institutions and equipment-leasing companies, offering tools for lease origination and portfolio management. Its platform supports clients by streamlining all aspects of originations and analytics, enhancing both front-office and back-office decision processes. By focusing on operational efficiency, Solifi enables enterprises to optimize their financial operations and drive growth in a competitive market.

J.D. Power and Associates

Acquisition in 2019
J.D. Power is a global marketing information services company providing customer satisfaction research, market research, social media research, and performance improvement programs. In 1968, J.D. "Dave" Power III established J.D. Power from his kitchen table, with a primary focus in the automotive industry. Since that time, the company has successfully influenced the everyday lives of consumers and industries worldwide, and has expanded to include offices throughout North America, Europe and Asia Pacific. J.D. Power is a business unit of McGraw Hill Financial. J.D. Power conducts work for a wide spectrum of industries including automotive, financial services, insurance, energy, telecommunications, travel and leisure, and healthcare to name a few. J.D. Power includes more than 750 professional analysts, statisticians, economists, consultants, experts in demographics and consumer behavior, and administrative support personnel. Headquartered in Westlake Village, California, a suburb north of Los Angeles, J.D. Power has seven U.S. locations and international offices serving Canada, Europe, South America and the Asia Pacific region. Finbarr O'Neill is the president and J.D. Power III is the founder.

Cority

Acquisition in 2019
Cority (formerly Medgate) is the most trusted EHSQ software for assuring client success. Cority enables organizations to utilize Environmental, Health, Safety and Quality (EHSQ) software solutions to advance their journey to sustainability and operational excellence. Cority consistently enables client success by combining the deepest domain expertise with the most comprehensive and secure SaaS platform. With 30+ years of innovation and experience, Cority’s team of 250 experts serve more than 800 clients in 70 countries, supporting millions of end users. The company enjoys the industry’s highest levels of client satisfaction and has received many awards for its strong employee culture and outstanding business performance.

Autodata Solutions

Acquisition in 2019
Autodata Solutions, operating under the brand Chrome Data, specializes in providing comprehensive automotive content, research, software tools, and technology services to automobile manufacturers and related entities in North America. The company offers a wide array of solutions including content and asset management, lead management, market planning, and interactive shopping tools aimed at enhancing automotive marketing and sales. Its services extend to fleet management with an eFleet platform that allows customers to research, price, and order vehicles, as well as IT services covering user interface development and data management. Autodata Solutions also supports industrial partners with extensive vehicle datasets, multimedia content, and professional IT services. Additionally, the company provides tools like AutoPlanner and AutoQuote for real-time pricing and vehicle ordering, serving a diverse clientele that includes auto dealers, agencies, and online media portals. Founded in 1990 and headquartered in London, Canada, Autodata Solutions has established itself as a trusted partner in the automotive industry, continually innovating to meet the needs of its clients.

Mailgun

Acquisition in 2019
Mailgun provides a web service for integrating email inboxes into apps. Just as Twilio enables developers to build voice and SMS into their apps, Mailgun enables developers to tightly integrate email into their apps, i.e. give real email mailboxes to their users, their web pages or any objects in their apps. Such tight email integration enables functionality like private user mailboxes, photo uploads from cell phones, email-driven comments, discussion groups and more.

ConnectWise

Acquisition in 2019
ConnectWise is a software company that specializes in business management solutions for technology service providers, including IT solution providers, managed service providers (MSPs), and software developers. Established in 1982 and headquartered in Tampa, Florida, ConnectWise offers a comprehensive suite of tools designed to enhance operational efficiency and profitability. Its offerings include business-process automation, help desk and customer service management, sales and marketing solutions, project management, and business analytics. The company's platform supports over 5,000 technology organizations, enabling them to streamline operations and achieve their business objectives through intelligent software, expert services, and a robust ecosystem of integrations. By focusing on the unique needs of technology solution providers, ConnectWise empowers its clients to drive efficiency and foster long-term growth in their businesses.

ICE Mortgage Technology

Acquisition in 2019
ICE Mortgage Technology offers a cloud-based platform that serves mortgage lenders by automating the entire mortgage process, from customer engagement to loan registration. The company's services encompass settlement collaboration, e-closing, data and analytics solutions, as well as sales and marketing tools. Its software products facilitate customer relationship management, loan processing, underwriting, and compliance, enabling banks, credit unions, and mortgage lenders to efficiently originate and fund residential mortgages. By streamlining various aspects of the mortgage industry, ICE Mortgage Technology enhances operational efficiency and supports lenders in navigating the complexities of mortgage applications.

Aucerna

Acquisition in 2019
Aucerna is the energy industry's leading provider of solutions for integrated planning, execution and reserves. The company is a global source of technology and expertise, serving more than 500 customers from 12 global offices including Calgary, Houston, London and Singapore. Aucerna proudly serves the energy industry's largest base of customers, from super-majors and emerging operators to energy investors, consultants and education institutions. Aucerna solutions are deployed in every region of the globe, helping companies make better investment decisions by connecting the people and the data of the modern energy industry.

PEC Safety

Acquisition in 2018
PEC Safety is a contractor management software and safety learning content provider. PEC Safety is a risk-management company that provides a technology-enabled contractor management service for reporting and measuring contractor risk, safety and compliance information to owner clients (operators). Over 110 owner clients manage over 15,000 contractors in PEC’s total contractor management solution.

Veracode

Acquisition in 2018
Veracode is an independent provider of cloud-based application security and intelligence services, founded in 2006 and headquartered in Burlington, Massachusetts. The company offers a platform designed to identify and remediate security-related vulnerabilities throughout the software development lifecycle. By integrating security seamlessly into the development process, Veracode enables security teams, software developers, and enterprises to test and monitor the security of both internally developed and third-party applications. This comprehensive solution enhances the security of web, mobile, and outsourced software applications, ensuring that organizations can effectively address potential defects from the inception of their software projects.

Imperva

Acquisition in 2018
Imperva, Inc. is a cybersecurity company based in Redwood Shores, California, that specializes in protecting critical business data and applications across cloud and on-premises environments. Founded in 2002, Imperva develops a range of security solutions, including its SecureSphere product line, which offers database, file, and web application security. The company’s services also include Incapsula, which provides cloud-based website security and distributed denial of service protection, as well as ThreatRadar for crowdsourced security intelligence. Additionally, CounterBreach safeguards enterprise data against loss from compromised users, and Imperva Camouflage Data Masking allows for the secure use of sensitive information in development and testing. Imperva serves various sectors, including finance, healthcare, retail, and telecommunications, through a network of distributors and resellers, while also offering ongoing support and professional services.

Apttus

Acquisition in 2018
Apttus Corporation specializes in developing software solutions that facilitate the quote-to-cash process, contract management, digital commerce, and supplier relationship management. Founded in 2006 and headquartered in San Mateo, California, with additional offices worldwide, Apttus provides a range of applications designed for enterprise-class business management. Its offerings include e-commerce, configure price quote (CPQ), contract management, and revenue management solutions. The company also delivers advanced source-to-pay solutions, incorporating artificial intelligence for buy-side contract management. Apttus' Intelligent Middle Office Platform automates critical revenue and commercial relationship management processes, enhancing efficiency for various industries such as communication, healthcare, finance, and manufacturing. By leveraging the Salesforce Platform, Apttus' solutions maximize sales effectiveness and improve visibility and control over business operations.

Quorum Software

Acquisition in 2018
Quorum offers an industry-leading portfolio of finance, operations and accounting software that empowers energy companies of all sizes to conquer their most complex business challenges. From the field to the back office, defying complexity is coded in our DNA and our software. This unmatched experience is why Quorum is the choice of eight of the largest public energy companies worldwide, 75 percent of LNG exporters throughout North America and 80 percent of all midstream companies in the United States. Designed for digital transformation, the myQuorum software platform delivers open standards, mobile-first design and cloud technologies to empower innovation at the speed of thought. At Quorum, we’re helping visionary leaders transform their business, and the energy industry, for a digital world.

Centrify

Acquisition in 2018
Centrify Corporation specializes in unified identity management software tailored for cloud, mobile, and data center environments. The company operates the Centrify Identity Platform, which focuses on enhancing enterprise security by addressing cyberthreats and data breaches at their source. Its offerings include Identity-as-a-Service for cloud and mobile applications, privileged identity management solutions, multi-factor authentication, and a developer program. Centrify Identity Service enhances productivity and secures access to various applications through single sign-on and user provisioning. Additionally, the Centrify Privilege Service manages and audits access for internal users and third-party vendors, while the Centrify Server Suite consolidates identity and privilege management. The company serves a diverse clientele, including Fortune 500 companies, financial institutions, and federal agencies. Founded in 2004 and based in Santa Clara, California, Centrify merged with Thycotic in 2021 and rebranded as Delinea, Inc. in 2022, further solidifying its position as a leader in both Privileged Identity Management and Identity-as-a-Service.

Citiri

Angel Round in 2018
Citiri, Inc. specializes in developing cloud-based software tailored for airport operational readiness, primarily serving construction owners and airport operators. Its platform enhances communication, collaboration, and coordination for remodeling and modernization projects by integrating data and workflows among various stakeholders. A key offering is the operational readiness, activation, and transitional (ORAT) software, which centralizes logs for risks, issues, and assumptions, facilitating intuitive management and coordination. The ORAT software also supports training, system integration, and provides analytics and reporting tools. By automating traditionally manual processes, Citiri's solutions enable construction teams, facility managers, airlines, and concessionaires to access vital information and improve project outcomes. Established in 2017 and based in Atlanta, Georgia, Citiri is committed to enhancing the efficiency of airport construction and operational processes worldwide.

MeridianLink

Acquisition in 2018
MeridianLink, Inc. is a cloud-based technology company that provides web-based solutions and systems integrations tailored for the financial sector. Founded in 1998 and headquartered in Costa Mesa, California, the company offers a range of products including XpressAccounts for account opening and funding transactions, LoansPQ for consumer loan management, CreditAPI for credit report access, and Mortgage Credit Link for consumer data verification. Additionally, MeridianLink provides consulting services and a business intelligence tool known as MLX Insight to enhance its platform users' experience. Its clientele primarily consists of banks, credit unions, mortgage lenders, and consumer reporting agencies, enabling them to streamline loan decision-making, origination, and customer collection workflows.

LogRhythm

Acquisition in 2018
LogRhythm, Inc. is a provider of a comprehensive security intelligence and analytics platform that helps organizations manage cyber risks. Its platform integrates next-generation security information and event management (SIEM), log management, network and endpoint forensics, user and entity behavior analytics (UEBA), and security orchestration and automation. This unified approach enables enterprises to efficiently detect, respond to, and mitigate various cyber threats, including ransomware and advanced persistent threats. The platform supports security operations centers (SOCs) by securing both IT and operational technology environments across cloud, physical, and virtual infrastructures. Additionally, LogRhythm offers professional services, compliance solutions, and training to enhance threat detection and response capabilities. Founded in 2003 and headquartered in Boulder, Colorado, LogRhythm serves a diverse range of sectors, including finance, healthcare, and government, both in the United States and internationally.

Nintex

Acquisition in 2018
Nintex Global Ltd is a provider of workflow automation software and platforms aimed at business users, developers, and IT professionals. Founded in 2006 and headquartered in London, the company operates as a subsidiary of Nintex Acquireco Ltd. Nintex specializes in process intelligence and automation, offering a platform that enables organizations to build process applications efficiently and cost-effectively. Its software serves various industries, including financial services, energy, and life sciences, by supporting mobile application development, automated document creation, process mapping, integrated analytics, and workflow automation. By leveraging these capabilities, clients can enhance their operational efficiency, reduce costs, and drive digital transformation within their organizations.

Nintex

Private Equity Round in 2018
Nintex Global Ltd is a provider of workflow automation software and platforms aimed at business users, developers, and IT professionals. Founded in 2006 and headquartered in London, the company operates as a subsidiary of Nintex Acquireco Ltd. Nintex specializes in process intelligence and automation, offering a platform that enables organizations to build process applications efficiently and cost-effectively. Its software serves various industries, including financial services, energy, and life sciences, by supporting mobile application development, automated document creation, process mapping, integrated analytics, and workflow automation. By leveraging these capabilities, clients can enhance their operational efficiency, reduce costs, and drive digital transformation within their organizations.

Motus

Acquisition in 2018
Motus, LLC is a developer of mobile workforce management and reimbursement software, specializing in vehicle and device management solutions. Founded in 2004 and based in Boston, Massachusetts, the company offers a platform that automates mileage tracking, calculates personalized reimbursements for employees using company-owned vehicles, and generates IRS-compliant mileage logs. By leveraging real-time data across various variables, Motus aims to reduce costs, ensure compliance, and provide accurate reimbursements for mobile employees. The company was formerly known as Corporate Reimbursement Services, Inc. before rebranding in 2014.

Runzheimer International

Acquisition in 2018
Their latest Total Employee Mobility® (TEM®) Benchmarking Survey shows that a third of your employees are mobile, meaning they: Relocate Travel Drive Telecommute Use mobile devices to conduct business Through the management approach of Total Employee Mobility, your organization may be able to improve the bottom-line performance of your mobile workforce. The TEM approach allows you to manage your mobility programs holistically and strategically. As a program, mobility costs rival that of healthcare, yet few organizations look at mobility with a universal approach. Through their unique Total Employee Mobility lens they provide companies expert guidance, business case analysis, implementation assistance, plus best-practices programs and tools to help them gain competitive, operational and bottom-line improvements.
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