Brad Corbin

Principal

Trent Hickman

Managing Director

Eric Kim

Principal

Christopher Russell

Managing Director

Jeffrey Stevenson

Managing Partner

Patrick Turner

Managing Director

44 past transactions

Lumenci

Private Equity Round in 2024
Lumenci is an intellectual property consulting firm focused on maximizing the value of clients' intellectual assets. Operating in the United States and India, the firm provides a range of services including technical advice, patent valuation, and strategic consulting to patent owners and legal professionals. Lumenci's expertise encompasses patent monetization, litigation support, and the development of strategic patent portfolios. The firm utilizes domain knowledge and automation to enhance the legal and intellectual property landscape, offering detailed analyses of patent portfolios and technologies. Through these services, Lumenci aims to deliver exceptional outcomes for its clients in the complex realm of intellectual property.

Lane Four

Private Equity Round in 2024
Lane Four is a consulting firm that specializes in Salesforce solutions for high-growth companies. The company focuses on transforming Salesforce into a responsive platform that supports evolving go-to-market strategies through automation. Lane Four offers a range of services, including the development of revenue opportunity software, sales automation, customer management, and custom development. Additionally, the firm provides expertise in billing and financial systems to help clients effectively navigate the challenges associated with scaling their businesses.

Treya Partners

Acquisition in 2024
Treya Partners is a procurement advisory and consulting firm established in 2006 and located in San Francisco, California. The firm specializes in various procurement-related services, including spend analysis, sourcing strategy development, strategic sourcing, contract and supplier management, and procurement training. Treya Partners also offers strategic sourcing and group purchasing solutions to enhance operational efficiency for companies. Additionally, its private equity services group focuses on generating value for private equity firms by improving earnings through targeted indirect procurement programs at their portfolio companies. By providing tailored consulting solutions, Treya Partners aims to optimize procurement processes and drive significant cost savings for its clients.

Treya Partners

Private Equity Round in 2024
Treya Partners is a procurement advisory and consulting firm established in 2006 and located in San Francisco, California. The firm specializes in various procurement-related services, including spend analysis, sourcing strategy development, strategic sourcing, contract and supplier management, and procurement training. Treya Partners also offers strategic sourcing and group purchasing solutions to enhance operational efficiency for companies. Additionally, its private equity services group focuses on generating value for private equity firms by improving earnings through targeted indirect procurement programs at their portfolio companies. By providing tailored consulting solutions, Treya Partners aims to optimize procurement processes and drive significant cost savings for its clients.

SuperK

Series A in 2024
SuperK is a technology-driven platform focused on empowering local entrepreneurs to establish and operate mini supermarkets. By providing essential tools and resources, SuperK connects small business owners with the grocery retail sector, facilitating a streamlined process for launching and managing convenience stores. The platform enhances operational efficiency through advanced inventory management and customer insights, enabling entrepreneurs to meet the growing demand for accessible neighborhood grocery stores. Additionally, SuperK offers rebranding services for existing small-format retail stores, equipping them with procurement advantages, technological systems, and marketing support. This approach not only promotes business growth and sustainability but also improves the overall grocery shopping experience compared to traditional local stores.

Eximia

Private Equity Round in 2023
Eximia, established in 2003, specializes in providing comprehensive RFID (Radio-Frequency Identification) solutions tailored to various industries. The company offers a complete range of services, including specialized consulting, feasibility studies, hardware and software product supply, and the implementation of turnkey RFID solutions. Eximia's expertise is highlighted by its collaborations with leading global RFID hardware manufacturers and its strong track record of delivering long-term operational RFID solutions for prominent organizations. The company also operates an RFID Lab for research and testing purposes. Among its key offerings are MeerKat, a platform for integrating RFID technologies with other sensors for real-time localization and tracking; Spider, which enables hands-free detection and tracking of individuals; eRAM, an asset management solution for inventory control; and Eagle, focused on integrated logistics and supply chain management.

Eximia Research Network

Private Equity Round in 2023
Eximia Research Network is a preferred clinical research site network that specializes in multi-therapeutic services for biotech companies.

Olympus Cosmetic Group

Private Equity Round in 2023
Olympus Cosmetic Group is a new platform that offers cosmetic surgery, dermatological treatments, and non-surgical cosmetic procedures.

GreenSlate

Private Equity Round in 2023
GreenSlate LLC is a cloud-based accounting and payroll software platform designed specifically for the entertainment industry. Founded in 2004 and based in New York, the company, formerly known as Indiepay until its name change in June 2017, offers a range of services including paperless payroll processing, tax management, budgeting, and employee benefits. GreenSlate's software aims to streamline financial operations for its clients, addressing the unique accounting needs of the entertainment sector.

Center For Rheumatology

Venture Round in 2022
The Center For Rheumatology is a specialized clinic focused on treating rheumatological conditions, including diseases affecting the joints, muscles, bones, and arthritis. The clinic offers personalized treatment plans that cater to individual patient needs, ensuring expert care and reliable outcomes. In addition to comprehensive clinical services, the facility provides on-site X-rays, laboratory testing, and an infusion center, which includes digital X-rays, bone density assessments, phlebotomy services, and expedited laboratory results. The availability of an EKG machine further enhances the clinic's diagnostic capabilities, making it a one-stop destination for patients seeking effective management of their rheumatological health.

GLOBO

Private Equity Round in 2022
GLOBO helps businesses like yours get the most out of their language services, submit your contact info to start the conversation.

Centroid Systems

Private Equity Round in 2021
Centroid Systems is a provider of managed cloud services and enterprise workload consulting aimed at facilitating digital transformation for businesses across various industries. The company specializes in business transformation and integration consulting, catering to sectors such as consumer goods, manufacturing, life sciences, healthcare, entertainment, publishing, financial services, and retail. By offering services that encompass digital transformation, managed cloud solutions, and cloud consulting, Centroid Systems assists clients in modernizing their operations, integrating new technologies, and ultimately driving growth.

Ambulatory Management Solutions

Private Equity Round in 2021
Ambulatory Management Solutions provides revenue cycle management, procurement, supply chain management, primary source verification, credentialing, payer contracting, marketing business development, financial leadership, and strategic oversight.

Podiatry Growth Partners

Private Equity Round in 2020
Podiatry Growth Partners is a practice management group focused on partnering with best-in-class podiatry clinics throughout the United States. We look for podiatrists who are the staples of their community; for doctors with leading practices who want to grow and further improve the businesses they have built – but need a helping hand to achieve these goals. By centralizing certain time-consuming administrative functions, our operating model reduces the back-office burden placed on independent podiatrists, which enables podiatrists to provide the highest quality of care, grow collections, and reduce practice expenses.

Really Great Reading

Private Equity Round in 2020
Really Great Reading Company LLC specializes in developing a web-based supplemental educational curriculum aimed at enhancing foundational literacy skills for students in grades K-3. Founded in 2013 and based in Cabin John, Maryland, the company offers a comprehensive suite of proprietary products that include instruction, assessment, practice, and professional development resources. These tools enable educators to implement scientifically proven reading strategies effectively, allowing them to diagnose and address the needs of struggling readers. Really Great Reading serves over 15,000 teachers across all 50 states and in more than 10 countries, facilitating the alignment of teaching practices with evidence-based reading methods.

BRC Healthcare

Private Equity Round in 2020
BRC Healthcare specializes in behavioral health and addiction treatment, operating a network of facilities and programs that provide comprehensive care for individuals facing substance use disorders. The organization emphasizes individualized, gender-specific treatment options, which include addiction therapy, drug detox, aftercare programs, and sober living arrangements. BRC Healthcare is dedicated to delivering high-quality, accredited services tailored to the unique needs of each patient, ensuring they receive structured care and personal attention throughout their recovery journey. With a commitment to fostering real change, BRC Healthcare aims to support clients and families in overcoming the challenges associated with addiction.

Endo1 Partners

Private Equity Round in 2019
Endo1 Partners, LLC is an Endodontic Partnership Organization that supports endodontic practices across the United States by providing a range of essential business and operational services. Founded in 2019 and headquartered in Houston, Texas, with an additional office in Novato, California, the company alleviates the administrative burdens faced by endodontists in areas such as marketing, recruitment, human resources, payroll, and accounting. By offering services like credentialing, compliance, IT support, training, and procurement of endodontic supplies, Endo1 Partners enables its affiliated practitioners to concentrate on delivering high-quality care to their patients. The organization is predominantly owned and managed by four practicing endodontists, ensuring that the services provided are tailored to the specific needs of the dental community.

Powerhouse

Private Equity Round in 2019
Powerhouse, LLC is a Kansas-based company specializing in market research, sports marketing, style guide development, and trademark licensing. It operates from Overland Park, Kansas. Meanwhile, Powerhouse Retail Services, LLC, founded in 1996 and located in Crowley, Texas, offers a comprehensive range of national construction services and facility maintenance. Their services encompass remodels, multi-unit programs, tenant improvements, project management, and a variety of facility maintenance activities, including landscaping, snow removal, and emergency services. The company also provides rollout services such as digital branding and specialty fixtures. Powerhouse Retail Services utilizes advanced technology and project management software to enhance operational efficiency and improve brand presence for its clients. Continuous improvement and sustainable practices are central to their business model, ensuring high-quality service and customer satisfaction.

Quatrro

Private Equity Round in 2019
Quatrro Global Services Pvt. Ltd. is a business and knowledge processing services provider headquartered in Gurugram, India, with an additional office in Marietta, Georgia. Established in 2005, Quatrro offers a range of services tailored to enterprise clients, small and medium-sized businesses, and retail customers, both in India and internationally. Its offerings include comprehensive finance and accounting services, mortgage solutions covering various aspects of loan processing, and card processing services. Additionally, Quatrro provides technical solutions such as online backup services, integrated knowledge services in content enhancement and data management, and compliance services related to environmental, social, and corporate governance. With a focus on operational efficiency and cost reduction, Quatrro aims to help organizations achieve greater flexibility and competitive advantage through its technology-driven services.

Quatrro Business Support Services

Private Equity Round in 2019
Quatrro Business Support Services is a tech-enabled outsourcing firm that’s changing the way companies think about finance and accounting and technology services. They are perfectly suited to help the company transform into a high-performance organization with finance and accounting outsourcing.

GreenSlate

Private Equity Round in 2018
GreenSlate LLC is a cloud-based accounting and payroll software platform designed specifically for the entertainment industry. Founded in 2004 and based in New York, the company, formerly known as Indiepay until its name change in June 2017, offers a range of services including paperless payroll processing, tax management, budgeting, and employee benefits. GreenSlate's software aims to streamline financial operations for its clients, addressing the unique accounting needs of the entertainment sector.

QuadraNet

Private Equity Round in 2018
Originally formed in 2001 in Los Angeles, QuadraNet soon expanded into the surrounding areas as our client base grew. We expanded our service offerings over time to encompass a larger variety of Internet-based products and services by adapting to the evolving industry landscape. We quickly grew to become a full service data center provider, offering dedicated servers, colocation services, cluster management, and complex hosting solutions for any business. With the assistance of very talented individuals over the past decade, QuadraNet has grown to become one of the largest providers for colocation services, dedicated servers, cloud hosting, and bandwidth in Los Angeles, California. We have found that building out individual data centers as we expand has proven to be to our advantage, because it allowed us to expand our data center footprints, and at the same time we are able to segregate facilities from one another to provide resiliency, redundancy, and performance. As of 2013, QuadraNet is the owner and operator of 7 private facilities located at 530 West 6th Street, Los Angeles, CA 90014, spread across five floors in the LA Telecom Center building. Located directly adjacent to the One Wilshire building at 624 South Grand. "The World's most connected data center building" is the name given to One Wilshire due to its high concentration of fiber from various internet peers and backbones. The QuadraNet private collection has over 400 fiber strands enter the One Wilshire Meet-Me-Room to our private cage. 24/7 you can expect that our NOC (Network Operations Center) will be staffed by industry professionals with years of IT experience. We follow stringent standards when provisioning and managing data center equipment and server hardware, guaranteeing you the highest level of service possible.

Caravan Health

Private Equity Round in 2018
Caravan Health, Inc. provides value-based care advisory services to hospitals and physician practices across the United States, primarily focusing on Medicare Accountable Care Organizations (ACOs). Founded in 2013 and based in Kansas City, Missouri, the company aims to transform community healthcare systems from fee-based to value-based care. Its services encompass care coordination, evidence-based medicine, quality reporting, data analytics, financial management consulting, and legal and administrative support. By fostering a national network of community healthcare providers, Caravan Health enables its clients to achieve savings through enhanced care coordination and the utilization of healthcare technologies. The company is dedicated to improving patient outcomes, clinician satisfaction, and financial performance, while also preparing community health systems for emerging reimbursement models based on wellness and health.

Vkidz

Private Equity Round in 2017
Vkidz is an edtech company dedicated to helping deliver the best education to students using technology. Organized in two business units, Vkidz serves both school systems and homeschooling families with innovative, research-based educational products. Their mission is to provide superior educational experiences to students providing full support to their parents and the school systems.

Acrisure

Private Equity Round in 2017
Acrisure, LLC is an insurance brokerage firm based in Caledonia, Michigan, founded in 2005. The company specializes in providing a wide range of insurance and risk management solutions, including property and casualty insurance, employee benefits, and various specialty lines. Acrisure serves a diverse clientele, including personal, small, and mid-sized businesses, as well as larger commercial accounts. Its services encompass a variety of sectors, such as transportation, healthcare, retail, hospitality, and construction, addressing complex risk challenges and facilitating effective loss-sensitive programs. Through its comprehensive offerings, Acrisure aims to enhance collaboration among agency partners and identify new business opportunities. The company operates as a subsidiary of Acrisure Holdings, Inc.

Coretelligent

Private Equity Round in 2016
Coretelligent is a provider of managed information technology (IT), cybersecurity, and private cloud services aimed at various industries, including communications, education, financial services, life sciences, retail, and technology. The company focuses on delivering comprehensive IT solutions that help organizations enhance their operational efficiency and support their growth objectives. Coretelligent offers strategic technology planning tailored to each client's needs, ensuring that their technology platforms align with both current and future business requirements. This approach allows clients to reduce their total cost of ownership while preparing them for upcoming challenges and opportunities in the evolving technological landscape.

Connexion Point

Private Equity Round in 2016
Connexion Point, LLC is a tech-enabled healthcare services company headquartered in Sandy, Utah, with additional offices in Provo, Roy, Sunrise, Memphis, and San Antonio. Founded in 2010, the company specializes in providing a range of solutions aimed at enhancing consumer engagement and operational efficiency within the healthcare sector. Connexion Point offers services that include telesales, customer and member support, provider services, and data analytics, all tailored for Medicare Advantage, Medicare Supplement, Medicaid, and other health plans. The company operates the XE 360 platform, which focuses on data analytics and population health management. By integrating advanced technology and comprehensive services, Connexion Point connects healthcare providers with consumers to improve member retention and overall health outcomes.

NavTech

Private Equity Round in 2013
NavTech is a international provider of flight operations software for the commercial aviation industry, which we develop, market, and support. Our systems are designed to assist commercial passenger and cargo air carriers to increase safety, maximize efficiency, and reduce costs in their daily flight operations. Our dispatch solutions provide advanced aeronautical charts, navigational data, and optimized flight paths and ensure compliance with complex national and international safety regulations. Our crew planning software builds and manages schedules that minimize costs and increase employee satisfaction and retention while complying with collective agreements and government regulations.

IT-Ernity Internet Services

Private Equity Round in 2013
IT-Ernity Internet Services B.V. specializes in delivering a wide range of internet services and hosting solutions tailored for small and medium-sized enterprises in the Netherlands. Established in 2002 and headquartered in Zwolle, the company provides critical managed services and shared hosting that encompass system administration, security, application management, and IT outsourcing. Additionally, IT-Ernity offers essential online services, including domain registration and secure infrastructure connectivity through xDSL and fiber. Their portfolio also includes cloud solutions, colocation, data storage, and various security measures such as identity and access management, alongside threat and vulnerability scanning. IT-Ernity serves a diverse clientele, including institutions and corporations, ensuring they receive comprehensive support for their digital needs. As of August 2018, the company operates as a subsidiary of TransIP Group B.V.

Darwin

Private Equity Round in 2013
Darwin is a high-growth software company founded in London in 2000, specializing in benefits software solutions. With over 350 employees across four global locations, the company has received more than 65 awards for its contributions to international benefits strategy, communication, and total reward statements. Its proprietary software, Darwin™, is utilized by prominent organizations, including major players in the software, pharmaceutical, and banking sectors. The platform supports 16 languages and operates in over 60 countries, reflecting its global reach and impact in the industry.

Cast & Crew

Private Equity Round in 2013
Cast & Crew began modestly as a small business that provided payroll services to the commercial and the music business. Today, with offices in Burbank, New York, Albuquerque, Atlanta, Baton Rouge, Detroit, Toronto and Vancouver, Cast & Crew has grown into a leading provider of payroll service for the Motion Picture, Television and Commercial Industries. Cast & Crew provides these same industries with its highly regarded PSL family of production accounting software. Thanks to our knowledgeable and experienced staff, Cast & Crew has developed the most stable and sophisticated production accounting software available on the market. We were the first in our field to provide 24/7 on-line support as well as electronic interfacing of payroll data with our proprietary software. PSL3 brings the convenience of the internet to production accounting. Responsiveness is where client services begin. Cast & Crew has built a reputation that's unmatched in its ability to respond quickly, and to address and resolve client issues promptly. This commitment is our trademark and our absolute first priority. We've built long lasting client relationships based on mutual reliance, integrity and trust. The people who work at Cast & Crew are the "hallmark" of our company. Their vast knowledge and extensive experience in the industry are what makes Cast & Crew the best in the business.

Tax Credit

Private Equity Round in 2012
Tax Credit Co. is a leading independent firm focused on optimizing tax credits and incentives for a diverse range of clients, from start-ups to large corporations. The company specializes in various tax credits, including research and development tax credits and Work Opportunity Tax Credits, leveraging its expertise and proprietary technology to offer comprehensive tax savings solutions. In addition to consulting, Tax Credit Co. provides administration technology that simplifies complex tax credit and compliance programs. This includes services related to federal and multi-state R&D tax credits, state enterprise zones, hiring incentives, and training grants. By personalizing client dashboards and validating data, the firm aims to maximize tax benefits while minimizing administrative burdens and reducing audit risks for its clients.

Strata Decision Technology

Acquisition in 2011
Strata Decision Technology is a company that specializes in developing Software-as-a-Service solutions tailored for the healthcare industry. It offers a cloud-based financial analytics and performance platform designed to support financial planning, decision-making, and performance improvement for healthcare providers. By facilitating enhanced analysis and planning, Strata Decision Technology aims to assist healthcare organizations in reducing costs and improving care delivery within their communities. The company's tools are intended to empower healthcare professionals to make informed decisions that ultimately contribute to better financial and operational outcomes.

Hostway Services

Private Equity Round in 2010
Hostway is a global web hosting provider based in Chicago, Illinois, offering a range of hosted information technology services. The company operates disaster-ready, controlled-access data centers in ten countries and serves approximately 600,000 customers worldwide. Hostway provides infrastructure-as-a-service and cloud services, along with web presence and optimization solutions, hosted exchange, and various value-added applications. Its offerings cater to start-ups, small and medium-sized businesses, and large enterprises, enabling them to access reliable and customizable hosting platforms. Hostway has received multiple awards for its services, reflecting its commitment to quality and customer satisfaction.

Cannella Response Television

Private Equity Round in 2009
Cannella Response Television is an industry pioneer, Cannella’s Founder, Frank Cannella, helped launch the long-form DRTV industry by introducing the concept of 30 minute advertising campaigns in the early 1980’s. Frank seized the opportunity to create a new advertising form that has propelled the rapid growth and acceptance of what we now know today as the infomercial. Throughout its history, Cannella Response Television has led the DRTV market by continuously innovating to meet the needs of marketers in an increasingly complex media environment. Cannella provides their clients with the media they need to drive sales and leads, and to support internet and retail traffic driving nearly a billion dollars’ worth of sales through direct to consumer and retail sales channels annually.

Cannella Response Television

Debt Financing in 2009
Cannella Response Television is an industry pioneer, Cannella’s Founder, Frank Cannella, helped launch the long-form DRTV industry by introducing the concept of 30 minute advertising campaigns in the early 1980’s. Frank seized the opportunity to create a new advertising form that has propelled the rapid growth and acceptance of what we now know today as the infomercial. Throughout its history, Cannella Response Television has led the DRTV market by continuously innovating to meet the needs of marketers in an increasingly complex media environment. Cannella provides their clients with the media they need to drive sales and leads, and to support internet and retail traffic driving nearly a billion dollars’ worth of sales through direct to consumer and retail sales channels annually.

Canalmail

Private Equity Round in 2008
Canalmail is operates as an email marketing company for brands and multinationals in Latin America, Spain, and Portugal. It offers branding and online advertising solutions.

Clarion Events

Acquisition in 2008
Clarion Events is engaged in the production of events and media brands and the provision of connectivity and business-critical insight across communities of buyers and sellers. The company caters to exhibitions, conferences, tradeshows, and websites in the energy, defense and security, telecom, payment, retail, infrastructure, and resources industries. Clarion Events was founded in 1947 and is based in London, England.

TRANZACT

Acquisition in 2007
TRANZACT is a company that specializes in generating high-volume sales for prominent consumer insurance brands in the United States, focusing on health, life, and property insurance. It offers a comprehensive suite of services that includes marketing, technology, and sales operations aimed at improving client performance. TRANZACT provides direct-to-consumer sales capabilities to insurance carriers, utilizing a combination of digital, data, and direct marketing strategies to attract new policyholders. The organization also encompasses subsidiaries that offer software development and licensed insurance services, further enhancing the support it provides to its clients in the insurance sector.

ITN Networks

Private Equity Round in 2006
ITN Networks is a preeminent national media sales company in developing and providing custom-designed national television & multimedia networks. ITN utilizes an expansive network of proprietary systems, new technologies, custom research and comprehensive analytics to deliver the right brand message to the right consumer, in the right environment at the right time. National advertisers utilize ITN Networks, with the same ease-of-use as any national media buy, to optimize their brands' media strategies, improve returns on investment, and achieve greater accountability. Launched in 1983, ITN continually invests in emerging technologies and new partnerships, evolving with the changing media landscape and working with all major advertising agencies to design, execute and deliver guaranteed target audiences across multiple touch points.

PEPcom

Debt Financing in 2002
PEPcom GmbH, based in Unterföhring, Germany, is one of the leading cable network operators in the country, providing cable television, radio, and internet services to over 750,000 households. The company operates more than 100 local and regional networks through its twelve regional cable operators, ensuring a robust delivery of various media services. In addition to its core offerings, PEPcom provides building and project management services, which include consulting on telemetry and support for renovation projects, covering aspects from financing to technical planning for residential housing societies and private owners. Founded in 2001, PEPcom has established itself as a significant player in the telecommunications sector. In December 2015, the company became a subsidiary of Tele Columbus AG.

ChanneLinx

Venture Round in 2000
ChanneLinx, Inc. provides business-to-business solutions for the Internet-based business processes in North America. The company's solutions include Content Manager that facilitates the initial creation, enhancements, on-going management, and distribution of product information; WebDI, a Web-based service that helps trading partners to exchange business information electronically; eLinx NetInfo, which helps trading partners to obtain account information, order status, invoice detail reports, and purchase history records via the Internet; eLinx Procurement that integrates business process between companies and suppliers for order processing and information flow; and eLinx Sourcing, which automates the manual processes related to quota-based purchasing of commodity type goods and services. It serves construction, oil and gas, electronics manufacturing, retail, and telecommunications industries. The company is based in Greenville, South Carolina. Pervasive Business Xchange was formerly known as ChanneLinx, Inc. As a result of ChanneLinx, Inc.'s acquistion by Pervasive Software Inc., ChanneLinx, Inc.'s name was changed to Pervasive Business Xchange. As of July 31, 2009, Pervasive Business Xchange operates as a subsidiary of Pervasive Software Inc.

Hanley Wood

Acquisition in 1999
Hanley Wood is the premier information, media, event, and strategic marketing services company serving the residential and commercial design and construction industries.
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