Horizontal Software Investment Banking
Devising strategies for our clients in the horizontal software sector is at the forefront of our technology & services investment banking offering. Our practice focuses on delivering specialized, tailored solutions to software companies developing applications or services designed to meet the needs of a broad audience, regardless of industry. From internal company communication tools to accounting and marketing platforms, our bankers have the knowledge, expertise and network to meet the goals of our horizontal software clients.
Horizontal Software Subsector Expertise
- Consumer experience
- Cybersecurity
- Data and information services
- eCommerce
- Governance, risk and compliance
- Human resources
- Infrastructure
- Internet of things, mobility and telematics
- Knowledge and training
- Marketing services and analytics
- Marketing technology
- Office of the CFO
- Payments
- Sales
- Supply chain
Horizontal Software Insights
- Cybersecurity Insight
- Financial Technology Insight
- Human Capital Insight
- Information Services Insight
- Software Insight
April 2025
About ALM
ALM is the most trusted information and intelligence company supporting both the practice of and business of professionals in the legal industry.
April 2025
About Plentysystems
Plentysystems AG is an innovative software company and the developer of PlentyONE, a leading e-commerce ERP platform. The company has empowered brands and retailers to optimise their digital sales strategies by enabling seamless access to over 150 marketplaces worldwide.
March 2025
About Contentserv
Contentserv is the leading provider of a Product Information Management (PIM) and Product Experience Management (PXM) cloud.
March 2025
About A10 Networks
A10 Networks is a leading provider of security and infrastructure solution for on-premises, hybrid cloud, and edge-cloud environments of the Company’s global enterprise, communication, cloud and web service provider customers.
March 2025
About Cenosco
Cenosco is an asset integrity management software company with over 20 years of product leadership in asset-heavy industries.
February 2025
About FGE
FGE is a preeminent global oil and gas consultancy which provides leading independent research, analysis, consultation, and advisory services to a large and diverse client base across the world.
February 2025
About Waystar
Waystar's software is purpose-built to simplify healthcare payments so providers can prioritize patient care and optimize their financial performance.
January 2025
About Insurance Insider
Insurance Insider, a leading intelligence platform providing data, insight and analysis for the world’s top insurers, distributors, service providers and investors.
January 2025
About The Vomela Companies
The Vomela Companies, headquartered in St. Paul, Minnesota, is a full-service visual communications provider capable of producing and installing a wide variety of promotional, store décor, event, transportation and commercial graphics.
December 2024
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment, targeting customers in the CATV broadband, internet datacenter, telecom and FTTH segments.
December 2024
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment, targeting customers in the CATV broadband, internet datacenter, telecom and FTTH segments.
December 2024
About Datadog
Datadog is the observability and security platform for cloud applications. The Company's SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities.
November 2024
About Inseego Telematics Business
Inseego Corp. (Nasdaq: INSG) is an industry leader in 5G Enterprise cloud WAN solutions, with millions of end customers and thousands of enterprise and SMB customers on its 4G, 5G, and cloud platforms.
November 2024
About Onestream
Onestream is the leading enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the Office of the CFO to become a critical driver of business strategy and execution.
November 2024
About Inseego
Inseego Corp. (Nasdaq: INSG) designs and develops cloud-managed wireless wide area network (“WAN”) intelligent edge solutions. Its product portfolio consists of high-performance mobile broadband and fixed wireless access (“FWA”) solutions.
November 2024
About Terminus
Terminus is the leading account centric platform for revenue growth. Its mission is to empower go-to-market teams to drive revenue impact for a sustainable growth advantage.
October 2024
About Bregal Unternehmerkapital
Bregal Unternehmerkapital ("BU") is a leading investment firm with offices in Zug, Munich, and Milan. With €7.0bn in capital raised to date, BU is the largest mid-cap investor headquartered in the DACH region.
September 2024
About Webglobe
Webglobe, launched in 1999 by Igor Strečko and Juraj Hanták in Bratislava, provides a wide range of services, from domains and web hosting to marketing and security tools, enabling small and medium businesses to succeed online.
September 2024
About Absencesoft
AbsenceSoft, an absence management SaaS solutions provider, delivers modern, scalable, easy-to-use, and flexible software to manage FMLA, ADA, disability, and other forms of leave easily, efficiently and cost-effectively.
September 2024
About Skykick
SkyKick, headquartered in Seattle, is an award-winning global provider of cloud backup, migration and security management software purpose-built for IT service providers, with additional offices in Amsterdam and Sydney.
August 2024
About Ncontracts
Ncontracts is a leading provider of governance, risk and compliance software to the financial services industry with a core focus on regional and community-based financial institutions in the U.S.
August 2024
About aosphere
aosphere serves over 725 blue-chip clients including banks, asset managers and corporates, providing online legal analysis on a subscription basis across a range of key compliance topics in complex areas such as financial derivatives, shareholder disclosure requirements, cross-border marketing, and data privacy.
July 2024
About Supplypike
SupplyPike is a supply chain software company focused on helping consumer packaged goods companies of all sizes meet retailer supply chain compliance standards and deliver products on time.
July 2024
About Onestream
OneStream is how today's finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It's the leading enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the Office of the CFO to become a critical driver.
July 2024
About FDM
FDM is the market leader in providing telecoms market share, pricing and proposition data across Europe. Over 30,000 industry professionals utilise FDM’s real-time pricing insights daily, which monitor over 2 million datapoints across every major EU territory.
July 2024
About Everbridge
Everbridge empowers enterprises and government organizations to anticipate, mitigate, respond to, and recover stronger from critical events.
July 2024
About glueckkanja
glueckkanja, a renowned Cloud Managed Service Provider, is a Microsoft partner offering comprehensive cloud solutions. With a unified blueprint approach, glueckkanja uses Infrastructure as Code to transition and support customer infrastructures to the cloud.
June 2024
About i-Tracing
I-TRACING is a pure-player of managed security services provider offering a complete portfolio of services, from proactive protection to incident response and cybersecurity solutions deployment and management, for more than 450 blue-chips customers in France and beyond.
May 2024
About Tango Card
Tango Card is a global provider of digital rewards, e-gifting and payments solution that features deep integrations for companies to send rewards to their customers, partners and employees.
April 2024
About Treasury Intelligence Solutions
Treasury Intelligence Solutions is a leading provider of treasury management and cash flow forecasting software and payments offering mission-critical solutions to large, multi-national corporations.
April 2024
About Vertex
Vertex is a leading global provider of indirect tax solutions that enables businesses to transact, comply, and grow with confidence.
April 2024
About Fastpath
Fastpath is a global leader in application governance, risk and compliance, enabling organizations to manage and automate the processes around access control and data access risk, quickly and efficiently.
March 2024
About Stuzo
Stuzo, with its Open Commerce® product bundle and patent-pending Wallet Steering® solution, empowers Convenience & Fuel Retailers to gain more share of wallet and customer lifetime value than possible with any other solution provider.
February 2024
About Procare Software
Procare is a leading provider of center management software and integrated payment processing solutions to child care centers in the US, enabling administrators to maintain a core system of record and workflow for operational, compliance, staffing, billing, and accounting functions.
January 2024
About GTCR
GTCR is a leading private equity firm that pioneered The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions.
December 2023
About Quantivate
Quantivate is a leading provider of SaaS governance, risk and compliance solutions for financial institutions to help mitigate enterprise risk, maintain compliance with regulatory requirements, and manage organizational policies and procedures.
December 2023
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment.
December 2023
About Clearbit
Clearbit helps businesses enrich customer records with over 100+ firmographic, demographic, and technographic data points from public and private data sources including social profiles, company websites, crowdsourcing, and more.
November 2023
About Fullsteam
Fullsteam LLC provides next-geneneration integrated payments technology and vertical software to SMB clients, helping create a more seamless experience for merchants and their customers.
September 2023
About CarData
Cardata is a leading provider of a suite of reimbursement software, compliance programs, and business intelligence tools to global enterprises.
September 2023
About Appspace
Appspace is the first workplace experience platform to connect people, places, and spaces through digital signage, space reservation, an employee app, a modern intranet, and more.
September 2023
About Squarespace
Founded in 2003 and headquartered in New York, New York, Squarespace is a leading all-in-one website building and ecommerce platform that enables millions to build a brand and transact with their customers with an impactful online presence.
September 2023
About AscendantFX
Ascendant is a financial technology services company that provides cross-border payment solutions to businesses around the world.
September 2023
About LegalZoom
Headquartered in Glendale, California, LegalZoom is a leading online platform for business formation in the United States. Driven by a mission to unleash entrepreneurship, the Company delivers comprehensive legal, tax and compliance products and expertise for small business owners through easy-to-use technology.
August 2023
About Nextech Systems
Nextech is the complete healthcare technology solution for specialty providers including Dermatology, Ophthalmology, Orthopedics, Plastic Surgery, and Med Spa.
August 2023
About Spycloud
SpyCloud transforms recaptured darknet data to protect businesses from identity-based cyberattacks.
Its products deliver actionable insights that allow enterprises to proactively prevent ransomware and
account takeover, protect their business from consumer fraud losses, and investigate cybercrime
incidents.
Its products deliver actionable insights that allow enterprises to proactively prevent ransomware and
account takeover, protect their business from consumer fraud losses, and investigate cybercrime
incidents.
August 2023
About LiveBarn
LiveBarn provides a live and on-demand video streaming and analytics platform for amateur and youth sports.
August 2023
About EngageSmart
EngageSmart is a provider of vertically tailored customer engagement software and integrated payments solutions.
July 2023
About Absolute Software
Absolute Software is the only provider of self-healing, intelligent security solutions.
June 2023
About Fintech Information Technologies
Financial Information Technologies, LLC is a technology provides purpose-built payments, business management, and data and analytics technology solutions to simplify how alcohol retailers, distributors and suppliers do business.
June 2023
About Imagen
Imagen helps sports organizations, businesses and media companies manage their content libraries with fast, secure and controlled access through a highly-customizable media management and distribution platform.
June 2023
About Bestpass
Bestpass, founded in 2001, is the leading toll management and payment platform for commercial vehicles across the U.S. and Canada.
May 2023
About Integral Ad Science
Integral Ad Science is a global leader in digital media quality, ensuring that ads are viewable by real people, in safe and suitable environments, activating contextual targeting, and driving supply path optimization.
March 2023
About Adeptia
Adeptia software simplifies and accelerates operational data integration with up to 80% faster set up of secure data exchanges between businesses and applications.
March 2023
About Voxco
Voxco, a leading actionable insights platform, helps the world's leading brands make data-driven decisions that drive growth & fuel omnichannel experiences.
February 2023
About Paya
Paya is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies
February 2023
About Digital Marketing Institute
As the global standard in digital marketing certification, DMI develops digital marketing capability for individuals and teams globally.
October 2022
About SMA Technologies
SMA Technologies is the maker of OpCon, the leading workload automation and orchestration platform for banks, credit unions, insurance companies, and other financial services businesses.
October 2022
About Pamlico Capital
InRule Technology is an intelligence automation company providing integrated decisioning, machine learning and process automation software to the enterprise.
September 2022
About Nexus Systems
Nexus provides the fastest way for real estate companies to ditch paper checks and send secure payments to their suppliers.
September 2022
About Drawbridge
Drawbridge is a premier provider of cybersecurity software and solutions to the alternative investment industry. Its proprietary platform helps firms manage their governance, risk and compliance requirements while combatting sophisticated cyber threats and third-party risks.
September 2022
About SkuVault
SkuVault’s warehouse and inventory management platform solves the biggest challenge in omnichannel retail: managing and tracking inventory at scale.
August 2022
About Midigator
Midigator provides an effective and efficient alternative approach to the manual processes typically used to manage chargeback disputes: intelligent chargeback technology.
July 2022
About Radancy
Radancy is solving critical employment challenges for employers and delivering results that strengthen their organizations. Radancy's unified platform, augmented by rich data and deep industry expertise, is revolutionizing how employers attract and hire the talent they need.
June 2022
About Vehlo
Vehlo is a provider of software and financial solutions for the automotive repair industry. Its product suite consists of a number of resources the modern auto service provider needs to deliver an excellent customer experience and run a profitable business.
June 2022
About Symbiotic
Symbotic is a robotics and automation-based product movement technology platform focused on transforming the consumer goods supply chain.
June 2022
About Corsair
Corsair is a global specialist investment firm offering opportunities for investors and solutions for companies across financial & business services and infrastructure.
April 2022
About 1000heads
1000heads is a leading tech-enabled digital strategy and social media marketing specialist, helping businesses build ‘social age brands’ through their proprietary toolkit.
April 2022
About SecureLink
SecureLink empowers organizations to secure access to their most valuable assets, including networks, systems, and data. By leveraging Zero Trust principles, machine learning, and artificial intelligence, SecureLink provides comprehensive security solutions to govern, control, monitor, and audit the most critical and highest risk access points.
March 2022
About Catalytic
Catalytic is a no-code workflow and digital process automation platform for every-day mission critical operations. It offers business users the ability to easily create no-code smart workflows that connect systems, data and people.
February 2022
About Reliant
Reliant is a provider of edge computing for retail, hospitality, and c-store enterprises. Reliant Platform, Reliant’s edge computing solution, centralizes, automates, and controls the delivery and management of applications and systems.
February 2022
About RapidRatings
RapidRatings sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial risk.
January 2022
About Nuvei
Nuvei is a global provider of payment technology solutions to merchants and partners in North America, Europe, Asia Pacific and Latin America.
January 2022
About BigTime
BigTime Software is dedicated to developing practice management tools that help growing professional services firms track, manage and invoice their time.
December 2021
About Ministry Brands
Ministry Brands is the leading provider of SaaS platforms for churches, parachurch ministries and other faith-based organizations in the United States and Canada.
December 2021
About Federos
Federos is a provider of cloud-enabled, AI-optimized assurance, analytics, and automation software that monitors and manages the performance of critical networks and services.
December 2021
About Information Clearinghouse
Information Clearinghouse and Market Service are experts in the retail sector and serve their clients through the following products: Creditntell, F&D Reports, ARMS, AggData, Real Estate Intelligence, Retail Openings and Closings, and Thasos.
December 2021
About Snap One Holdings Corp.
Established in 2005 and based in Charlotte, North Carolina, Snap One is a manufacturer and exclusive source of A/V, security, control, networking and remote management products for professional integrators.
December 2021
About Perion Network
Founded in 1999 and based in Holon, Israel, Perion is a global advertising technology company driving innovation in the ad-tech market by providing agencies, brands and publishers with advanced solutions to enable them to establish deeper, more meaningful and profitable relationships with their consumers and users.
December 2021
About Discovery Data
Discovery Data is a globally recognized and trusted provider of data and analytics to the financial services industry.
December 2021
About Cisive
Cisive is a global leader in compliance-driven human capital and risk management solutions, providing onboarding and pre-employment background screening solutions to address the complex challenges and needs of large enterprises.
November 2021
About Acuant
Acuant empowers businesses and governments to transact with trust in our digital world. The Company establishes trust in seconds anywhere customers want to transact, fighting fraud and fast-tracking trusted identities.
November 2021
About UserTesting Inc.
Founded in 2007 and based in San Francisco, California, UserTesting has pioneered a video-first, enterprise-grade software platform that enables organizations to see and hear the experiences of real people as they engage with products, designs, apps, processes, concepts, or brands.
November 2021
About Braze
Braze is a comprehensive customer engagement platform that powers customer-centric interactions between consumers and brands.
November 2021
About Backblaze
Backblaze is a leading storage cloud platform, providing businesses and consumers cloud services to store, use, and protect their data in an easy and affordable manner.
October 2021
About SourceScrub
SourceScrub, LLC is a market-leading data service for investment and M&A firms looking to research, find and connect with privately-held companies.
October 2021
About Parrot
Founded in 1994 by Henri Seydoux, Parrot is a European group in the fast-growing industry of drones. Visionary, at the forefront of innovation, Parrot is positioned across the entire drone value chain, from equipment to services to software.
October 2021
About United Silicon Carbide
United Silicon Carbide is a leading manufacturer of silicon carbide (“SiC”) power semiconductors used in high voltage applications.
October 2021
About Paycor
Paycor is a leading Software-as-a-Service provider of human capital management solutions for small and medium-sized businesses.
October 2021
About Service Management Group
Service Management Group inspires experiences that improve people’s lives. The Company is a catalyst for change—helping organizations generate new revenue, grow existing revenue, reduce churn and detractors, and drive operational efficiencies.
October 2021
About Perion
Perion is a global technology company that delivers strategic business solutions that enable brands and advertisers to efficiently “Capture and Convince” users across multiple platforms and channels, including interactive connected television – or iCTV.
September 2021
About ProcessUnity
ProcessUnity is a leading provider of cloud-based applications for risk and compliance management. The company’s software as a service (SaaS) platform gives organizations the control to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes.
September 2021
About Freshworks Inc.
Freshworks provides businesses of all sizes with modern SaaS products that are designed with the user in mind. Their product offering to includes a more complete customer relationship management (CRM) solution.
September 2021
About Envoy Global
Founded in 1998, Envoy is a global immigration services provider with an international footprint, working across offices in APAC, EMEA and the Americas.
September 2021
About Global-e
Global-e is the world's leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce.
September 2021
About SureCloud
SureCloud is a leading provider of Gartner-recognised Governance, Risk and Compliance (GRC) SaaS solutions and tech-enabled Risk and Cybersecurity services, all underpinned by a single proprietary cloud-based platform.
September 2021
About ORBCOMM
ORBCOMM is a global leader and innovator in the industrial Internet of Things, providing solutions that connect businesses to their assets to deliver increased visibility and operational efficiency.
August 2021
About G5
G5 is a leading digital marketing software and services platform for multifamily properties. G5’s mission is to empower clients to outsmart and outperform their competition through smarter marketing, unmatched marketing technology, and a deep bench of talent that puts marketing performance first.
August 2021
About Avalara Inc.
In partnership with leading ERP, accounting, ecommerce, and other financial management system providers, Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, GST, excise, communications, lodging, and other indirect tax types.
August 2021
About Exact Data
Since 1999, Exact Data has been a prominent source of online and offline consumer behavioral data, specializing in postal, email and telephone list solutions, and have compiled millions of consumer and business email addresses.
August 2021
About XANT
XANT Inc. is a pioneer and recognized leader of guided sales engagement software with AI-powered buyer insights.
July 2021
About MVP Payroll
MVP Payroll is a leading provider of payroll processing and other Employer of Record services to companies throughout the United States.
July 2021
About CyberGrants
Since 1999, CyberGrants has delivered corporate philanthropy software solutions to the most respected companies and foundations in the world. They help large, globally invested organizations quickly activate their charitable causes to realize strategic, measurable outcomes.
July 2021
About Shift4
Shift4 Payments is a leading independent provider of integrated payment processing and technology solutions, delivering a complete ecosystem of solutions that extend beyond payments to include a wide range of value-added services.
July 2021
About Paycor HCM Inc.
Paycor is a leading Software-as-a-Service provider of human capital management solutions for small and medium-sized businesses. The company’s unified, cloud-native platform is built to empower business leaders by producing actionable, real-time insights to drive workforce optimization.
June 2021
About Integral Ad Science
Integral Ad Science (IAS) is a global leader in digital media quality. IAS makes every impression count, ensuring that ads are viewable by real people, in safe and suitable environments, activating contextual targeting, and driving supply path optimization.
June 2021
About Legalzoom
LegalZoom is a leading online platform for legal and compliance solutions in the United States that is on a mission to democratize law.
June 2021
About BELAY Solutions
BELAY helps clients thrive by matching companies with dedicated, professional, U.S.-based virtual staff who can take on key projects and handle routine responsibilities, allowing executives and company owners to focus on growing their businesses.
June 2021
About Zego
Zego (Powered by PayLease) is a property technology company that frees management companies and community associations to go above and beyond for residents through resident experience management solutions.
June 2021
About Uberall
Uberall empowers some of the world’s biggest brands to deliver a memorable ‘Near Me’ customer experience - from online interactions to offline sales.
June 2021
About Uberall
Uberall empowers some of the world’s biggest brands to deliver a memorable ‘Near Me’ customer experience - from online interactions to offline sales.
May 2021
About Global-e Online
Global-e Online has built the world’s leading platform to enable and accelerate global, direct-to-consumer (“D2C”) cross-border e-commerce. The company’s platform was purpose-built for international shoppers to buy seamlessly online and for merchants to sell from, and to, anywhere in the world – in short, to “go global.”
May 2021
About Francisco Partners
BARBRI is a global learning company dedicated to meeting the legal education and specialized training needs of law students, attorneys and other professionals throughout their careers.
May 2021
About Comlinkdata
Comlinkdata is a leading provider of telecom data and insights. Trusted by telecom brands around the world, the company’s mission is to drive the telecommunications industry forward by generating unique customer-centric insights, enabling clients to make data-driven decisions that improve their operational performance.
April 2021
About Salarycom
Salary.com is the leading SaaS provider of compensation market data, software, and analytics, bringing more of the trusted data and intuitive software organizations need to get pay right.
April 2021
About PrimePay
PrimePay is a payroll service and human capital management (HCM) provider, offering solutions that empower business to focus on what matters most. PrimePay delivers highly configurable HR and payroll solutions designed to create efficiencies and to maximize compliance for its clients across its nationwide presence.
March 2021
About Paya
Paya is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies.
March 2021
About Everbridge
Everbridge, Inc. is a global software company that provides enterprise software applications that automate and accelerate organizations’ operational response to critical events in order to keep people safe and businesses running.
March 2021
About Vista Equity Partners
AlertMedia is the world’s leading emergency communication provider. The Company's award-winning, two-way multichannel messaging system, threat intelligence, and 24/7 employee safety solution helps organizations protect their business and people through all phases of an emergency.
March 2021
About Fastly
Fastly helps people stay better connected with the things they love. Fastly’s edge cloud platform enables customers to create great digital experiences quickly, securely, and reliably by processing, serving, and securing our customers’ applications as close to their end-users as possible — at the edge of the Internet.
February 2021
About Sohonet
Sohonet is the leading collaboration services platform for the global Media & Entertainment industry. In January 2020 it acquired Exchange Communications, a highly complementary US-based provider of on-location and studio services.
January 2021
About Francisco Partners
Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses.
January 2021
About Qualtrics
Over 13,000 organizations around the world are using Qualtrics to listen, understand, and take action on experience data (X-data™) – the beliefs, emotions, and intentions that tell you why things are happening, and what to do about it.
January 2021
About MicaSense
MicaSense is at the forefront of multispectral sensor development for vegetative analysis, providing high quality drone-based cameras to a global market. Designed to be highly adaptable for integration with a variety of platforms, MicaSense sensors are used by researchers, drone service providers and growers in a number of industry applications.
January 2021
About TurboSquid
Founded in 2000, TurboSquid is the world's leading source for stock 3D models. Their customers include a diverse set of industries including film and television, retail, gaming, news media, advertising, architecture and defense.
January 2021
About JMI Equity
Employee Navigator is one of the fastest growing SaaS-based benefits and HR platforms in the United States. The platform provides brokers and their clients with a single place to manage everything from new hire onboarding and online enrollments to ACA Reporting and time off tracking.
December 2020
About BCC Software
For over 40 years, BCC Software has been the leader in postal technology. The Company’s suite of workflow optimization and data quality services are trusted by thousands of data-driven marketers. BCC Software’s expanded technology and support deliver increased efficiency across the direct marketing ecosystem.
December 2020
About ControlScan
ControlScan managed security and compliance solutions help secure IT networks and protect payment card data. Thousands of businesses throughout the U.S. and Canada partner with ControlScan for easy, cost-effective access to the expertise, technologies and services that keep cyber criminals and data thieves at bay.
December 2020
About Syncapay
Syncapay, Inc., based in Plano, Texas, is investing in the new frontier of payments by acquiring payments companies with disruptive technology and solutions and leveraging the many synergies between them to accelerate their growth.
December 2020
About PubMatic
PubMatic’s cloud infrastructure platform for digital advertising empowers app developers and publishers to increase monetization while enabling media buyers to drive return on investment by reaching and engaging their target audiences in brand-safe, premium environments across ad formats and devices.
December 2020
About GIACT
GIACT has been helping companies verify valued customers since 2004. From financial to insurance, to retail, to solutions for any industry, GIACT offers customer intelligence for complete payment confidence.
December 2020
About Shift4
Shift4 is a leading independent provider of integrated payment processing and technology solutions in the United States.
December 2020
About ZoomInfo
ZoomInfo is a leading go-to-market intelligence platform for sales and marketing teams. Its go-to-market intelligence platform delivers comprehensive and high-quality intelligence and analytics including advanced attributes, technologies used by companies, intent signals, and decision-maker contact information.
December 2020
About Shift4
Shift4 is a leading independent provider of integrated payment processing and technology solutions in the United States.
December 2020
About TCP TimeClock Plus
Trusted by tens of thousands of customers and millions of users, TCP delivers best-in-class technology and personalized support to organizations of all sizes in the public and private sectors to meet their complex timekeeping, employee scheduling, leave management, and other workforce needs.
December 2020
About Insight Partners
CommerceHub is a leading ecommerce enablement platform connecting supply, demand and delivery that helps retailers and brands increase sales by expanding product assortments, promoting products on the channels that perform, and enabling rapid, on-time customer delivery.
December 2020
About ControlScan_Sysnet
ControlScan managed security and compliance solutions help secure IT networks and protect payment card data. Thousands of businesses throughout the U.S. and Canada partner with ControlScan for easy, cost-effective access to the expertise, technologies and services that keep cyber criminals and data thieves at bay.
November 2020
About Reward
Reward connects Financial Institutions and Retailers via a plug-and-play platform that drives engagement and incremental spend across channels and product lines.
November 2020
About BigCommerce
BigCommerce is a leading software-as-a-service (SaaS) ecommerce platform that empowers merchants of all sizes to build, innovate and grow their businesses online.
October 2020
About Absolute Software
Absolute provides IT and Security organizations with complete connectivity, visibility, and control, whether a device is on or off the corporate network, and empowers them with Self-Healing Endpoint® security to ensure mission-critical apps remain healthy and deliver intended value.
October 2020
About SaltStack
SaltStack® intelligent IT automation software is used to help the largest businesses in the world manage and secure their digital infrastructure.
September 2020
About SecureLink
SecureLink is the leader in managing vendor privileged access and remote support for both highly regulated enterprise organizations and technology vendors. World-class companies across multiple industries including healthcare, financial services, legal, gaming, and retail rely on SecureLink’s secure, purpose-built platform.
September 2020
About Nuvei Corporation
Nuvei is a global provider of payment technology solutions to merchants and partners in North America, Europe, Asia Pacific and Latin America.
September 2020
About i3 Verticals
i3 Verticals delivers seamlessly integrated payment and software solutions to small- and medium-sized businesses and other organizations in strategic vertical markets, such as education, non-profit, the public sector, property management, and healthcare and to the business-to-business payments market.
September 2020
About Shift4
Shift4 Payments is a leading independent provider of integrated payment processing and technology solutions, delivering a complete ecosystem of solutions that extend beyond payments to include a wide range of value-added services.
September 2020
About Lightspeed
Lightspeed powers complex small and medium-sized businesses with its cloud-based, omnichannel commerce platforms in over 100 countries. With smart, scalable and dependable point of sale systems, Lightspeed provides all-in-one solutions that drive innovation and digital transformation within the retail, hospitality and golf industries.
September 2020
About Wagepoint
Founded in 2012, Wagepoint is simple payroll software designed for small businesses and backed by the world’s friendliest team. Intuitive and easy-to-use, Wagepoint helps North American small businesses and the accountants and bookkeepers who serve them, automate the most time-consuming parts of payroll.
September 2020
About ZoomInfo
ZoomInfo is a leading go-to-market intelligence platform for sales and marketing teams. The company’s cloud-based platform provides highly accurate and comprehensive information on the organizations and professionals they target.
August 2020
About BigCommerce
BigCommerce is a leading software-as-a-service (SaaS) ecommerce platform that empowers merchants of all sizes to build, innovate and grow their businesses online.
July 2020
About Pepperjam
Pepperjam is a performance marketing solutions provider powering growth for marketers seeking a scaled alternative to their primary sales and marketing channels.
July 2020
About Ping Identity
Ping is pioneering Intelligent Identity. Ping enables secure access to any service, application or API from any device.
May 2020
About Ping Identity
Ping is pioneering Intelligent Identity. Ping enables secure access to any service, application or API from any device.
May 2020
About Fastly
Fastly’s mission is to fuel the next modern digital experience by providing developers with a programmable and reliable edge cloud platform that they adopt as their own.
May 2020
About Evergent
Evergent's market-leading Integrated Revenue and Customer Management platform helps the world's leading communication, media, and entertainment companies reduce time to market for products and services, simplify complex monetization models, and run back office processes more efficiently.
April 2020
About Rapid7
Rapid7 is advancing security with visibility, analytics, and automation delivered through our Insight cloud. Rapid7’s solutions simplify the complex, allowing security teams to work more effectively with IT and development to reduce vulnerabilities, monitor for malicious behavior, investigate and shut down attacks, and automate routine tasks.
March 2020
About SourceHOV Tax
Headquartered in Fort Worth, TX, SourceHOV Tax collaborates with accounting firms throughout the country to bring R&D tax credits, cost segregation, §179D, LIFO, §199, Fixed Asset Review, and §45L solutions to their clients.
March 2020
About XMedius
XMedius is a global leader in the field of enterprise communications software solutions. Its suite of enterprise-grade on-premises and cloud communications solutions enable businesses to benefit from secure and unified communication.
February 2020
About OutMatch
OutMatch is a market leading, SaaS provider of predictive talent analytics solutions that help clients maximize the lifetime value of their employees, delivered through its proprietary Outmatch Talent Intelligence Platform.
February 2020
About Dynatrace
Dynatrace provides software intelligence to simplify enterprise cloud complexity and accelerate digital transformation.
December 2019
About Crisis Prevention Institute
Crisis Prevention Institute is a world leading training organization specializing in the safe management of disruptive and assaultive behavior.
November 2019
About TwentyEighty
TwentyEighty, a portfolio of corporate training and leadership brands, is the parent company to Miller Heiman Group, AchieveForum and Strategy Execution.
October 2019
About Keypoint Intelligence
Keypoint Intelligence is the global data and market intelligence leader for the digital imaging industry.
September 2019
About Neuvoo
With more than 30 million job vacancies in 77 countries and over 300 million unique visitors per year, Neuvoo is one of the fastest growing job sites in the world. Neuvoo’s mission is to centralize all jobs available on the web, whether they come from companies' career websites, staffing agencies or job boards
September 2019
About Ping Identity
Ping is pioneering Intelligent Identity. Ping enables secure access to any service, application or API from any device.
September 2019
About Datadog
Datadog is the monitoring and analytics platform for developers, IT operations teams and business users in the cloud age.
August 2019
About Celect
Celect, founded in 2013, holds a cutting-edge intellectual property portfolio across artificial intelligence, data science and software engineering.
July 2019
About Clarus Commerce
Clarus Commerce is the only company solely focused on building, managing and optimizing customizable premium loyalty programs for retailers.
June 2019
About i3 Verticals
Helping drive the convergence of software and payments, i3 Verticals delivers seamlessly integrated payment and software solutions to small- and medium-sized businesses and other organizations in strategic vertical markets.
May 2019
About ThreatConnect
ThreatConnect, Inc. provides a proactive and efficient approach to security by enabling enhanced detection, shortened response, and reduced risk.
May 2019
About Fastly
Fastly’s mission is to fuel the next modern digital experience by providing developers with a programmable and reliable edge cloud platform that they adopt as their own.
May 2019
About Upland Software Inc.
Upland Software is a leader in cloud-based enterprise work management software.
April 2019
About PayScale
PayScale offers modern compensation software and the most precise, real-time, data-driven insights for employees and employers alike.
April 2019
About nvoicepay
Nvoicepay transforms the way enterprises pay their domestic and international suppliers.
March 2019
About iPass
iPass has been a pioneer in connectivity technology for 20 years. The company's SmartConnect technology enables wireless users to automatically transition between Wi-Fi and cellular so they can stay connected to work – and life – on the go.
March 2019
About Pluralsight
Pluralsight is an enterprise technology skills platform that delivers a unified, end-to-end learning experience for businesses across the globe.
March 2019
About Benefitfocus
Benefitfocus unifies the entire U.S. benefits industry on a single technology platform to protect consumers' health, wealth and lifestyle.
March 2019
About EnableSoft
EnableSoft is a leading provider of Robotic Process Automation (RPA) software for banks, healthcare, insurance, manufacturing and other organizations seeking to benefit from AI technologies and automation.
February 2019
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment.
February 2019
About Jobvite
Jobvite is the leader of next wave recruitment innovation. Jobvite deploys Continuous Candidate Engagement (CCE), a candidate-centric recruiting model that helps companies engage candidates with meaningful experiences at the right time, in the right way, from first look to first day.
February 2019
About EnterWorks
EnterWorks® Master Data Management (MDM) and Product Information Management (PIM) solution enables companies to acquire, manage and transform product information into persuasive content that drives higher sales and new competitive strengths through e-commerce Web, mobile, print and various electronic channels.
February 2019
About Reimagine Holdings Group
Reimagine is a global leader in data creation for business intelligence, and has redefined the insights industry by acquiring and investing in growth-oriented, technology-enabled service companies.
January 2019
About Noventis
Noventis develops innovative solutions to challenges around the delivery of bill and invoice payments. Its state-of-the-art payment processing platform delivers payments to an ever-growing network of billers and suppliers.
December 2018
About Radisys
Radisys, a global leader in open telecom solutions, enables service providers to drive disruption with new open architecture business models.
November 2018
About TMS
Founded in 1985, TMS offers tuition payment plans, billing services, payment technology solutions, and refund management to educational institutions.
November 2018
About Hyperwallet
Hyperwallet’s global payout platform provides growing organizations with a fast, efficient, and transparent way to distribute funds to payees almost anywhere in the world. Trusted by enterprise, ecommerce, and on-demand platforms, Hyperwallet makes it easy to deliver a superior payment experience through a single integration.
November 2018
About Massive Interactive
Massive is an award winning, UK-based, software company recognised for powering the front end of the world’s leading over-the-top (“OTT”) video platforms.
October 2018
About HGGC
HGGC is a leading middle-market private equity firm with $4.3 billion in cumulative capital commitments.
September 2018
About CENX
CENX is a leading provider of service assurance software solutions that enable communications service providers around the globe to better visualize and optimize today’s complex and technologically diverse networks and enterprise services.
August 2018
About Rapid7
Rapid7 is trusted by IT and security professionals around the world to manage risk, simplify modern IT complexity, and drive innovation.
July 2018
About KPA
Since 1986, KPA has been a market leader in cloud-based EHS risk management solutions for the automotive, collision repair, manufacturing, insurance, and distribution & logistics industries.
July 2018
About iovation
Headquartered in Portland, OR, iovation was founded with a simple guiding mission: to make the Internet a safer place for people to conduct business.
June 2018
About Magento
Magento Commerce is a leading provider of cloud commerce innovation to merchants and brands across B2C and B2B industries.
June 2018
About i3 Verticals
Recognizing the convergence of software and payments, i3 Verticals was founded in 2012 with the purpose of delivering seamless integrated payment and software solutions to small- and medium-sized businesses (“SMBs”) and organizations in strategic vertical markets.
June 2018
About Maxwell Health
Maxwell Health simplifies benefits and HR for small-to-mid-sized employers, helping their employees achieve better health and financial security.
May 2018
About GreenSky
GreenSky is a leading technology company that powers commerce at the point of sale. The company’s platform facilitates merchant sales, while reducing the friction, and improving the economics, associated with a consumer making a purchase and a bank extending financing for that purchase.
May 2018
About Pluralsight Inc.
Pluralsight is a leading provider of technology skill development solutions. The company’s cloud-based technology learning platform provides a broad range of tools, including skill assessments, a curated library of courses, learning paths, and business analytics.
May 2018
About Carbon Black
Carbon Black is a leading provider of next-generation endpoint security solutions. The Company’s predictive security cloud platform continuously captures, records and analyzes rich, unfiltered endpoint data.
April 2018
About PeopleFluent
Designed exclusively for large enterprise employers, PeopleFluent is a leading independent provider of cloud based integrated recruiting, talent management, and compensation management solutions. By deeply integrating pervasive video, strategic analytics and collaborative social technologies into its complete suite of Talent Management applications, PeopleFluent redefines employee engagement to boost productivity and improve financial results.
March 2018
About WCAS
Avetta provides a cloud-based supply chain risk management platform. Avetta's global solution connects the world's leading organizations with qualified suppliers, driving safe and sustainable supply chains.
March 2018
About Booker
Booker is the leading technology management platform for salons and spas, delivering an end-to-end solution for business owners to compete in the rapidly growing market for local services.
March 2018
About Comvest
Comvest Partners is a private investment firm providing equity and debt capital to middle-market companies across North America.
February 2018
About FastSpring
Headquartered in Santa Barbara, FastSpring provides thousands of customers worldwide with a proven, highly acclaimed, and all-in-one e-commerce, subscription management and billing platform.
January 2018
About Rapid7
Rapid7 is trusted by IT and security professionals around the world to manage risk, simplify modern IT complexity, and drive innovation. Rapid7 analytics transform today’s vast amounts of security and IT data into the answers needed to securely develop and operate sophisticated IT networks and applications.
January 2018
About Polycom
Polycom helps organizations unleash the power of human collaboration. More than 400,000 companies and institutions worldwide defy distance with secure video, voice and content solutions from Polycom to increase productivity, speed time to market, provide better customer service, expand education and save lives.
December 2017
About BluePay
BluePay is a provider of technology-enabled payment processing solutions to over 23,000 active merchants and enterprises. These payment solutions integrate payment processing functionality with third-party software and custom enterprise systems supporting a variety of industries and functions.
November 2017
About Everbridge
Everbridge is the global provider of SaaS-based unified critical communications solutions. During mission-critical business events or man-made or natural disasters, the Company’s platform enables customers to quickly, reliably, and securely deliver relevant messages to targeted people or groups within minutes.
October 2017
About Digital River Inc.
Digital River World Payments (DRWP) is a global payment services provider (PSP), delivering comprehensive online payment acceptance and optimization solutions for a wide variety of industry verticals and business segments.
October 2017
About Exactor
Exactor is a leading provider of fully-integrated sales and use tax software, providing a fully automated, cloud-based SaaS tax compliance solution.
October 2017
About Wilson Human Capital Group
Founded in 2002, WilsonHCG is a leading global provider of recruitment process outsourcing and talent management solutions. WilsonHCG bolsters organizations’ efforts to attract, engage and retain the talent they need to win in the rapidly evolving marketplace.
October 2017
About Wilson Human Capital Group
Founded in 2002, WilsonHCG is a leading global provider of recruitment process outsourcing and talent management solutions. WilsonHCG bolsters organizations’ efforts to attract, engage and retain the talent they need to win in the rapidly evolving marketplace.
October 2017
About Global Cash Card Inc.
Global Cash Card Inc. provides customized paycard solutions for businesses and individuals worldwide. It primarily focuses on the provision of prepaid ATM, prepaid Visa, and MasterCard debit cards.
October 2017
About Energage
Founded in 2006, Energage is a HR Technology employee engagement company based in Exton, PA and formerly known as WorkplaceDynamics.
September 2017
About Envoy Global
Envoy combines expert legal representation – for both inbound and outbound immigration – and proprietary technology, making it seamless for companies to hire and operate an international workforce.
September 2017
About CallRail
CallRail provides call tracking and analytics to more than 65,000 companies and marketing agencies globally. CallRail’s intuitive software helps data-driven marketers optimize the performance of their advertising campaigns, increase sales effectiveness, and improve customer retention.
September 2017
About Cloudera
Cloudera delivers the modern platform for machine learning and advanced analytics built on the latest open source technologies.
September 2017
About Cloudera
Cloudera delivers the modern platform for machine learning and advanced analytics built on the latest open source technologies.
September 2017
About Zalaris
Zalaris is a leading Business Process Outsourcing (BPO) specialist for Human Resources, Human Capital Management (HCM) and Payroll services.
September 2017
About Alteryx Inc.
Alteryx is a leading provider of self-service data analytics software. The company’s software platform enables organizations to dramatically improve business outcomes and the productivity of their business analysts.
August 2017
About CashStar
CashStar is an industry-leading provider of gift card commerce solutions at the forefront of mobile payments and digital gifting.
July 2017
About Tio Networks
TIO is a leading multi-channel bill payment processor in North America and processed more than $7 billion USD in consumer bill payments in fiscal 2016.
June 2017
About Tintri
Tintri’s mission is to provide large organizations and cloud service providers with an enterprise cloud platform that offers public cloud capabilities inside their own data centers and that can also connect to public cloud services.
June 2017
About Swipeclock
SwipeClock is the leading provider of cloud-based integrated workforce management software solutions that include automated time and attendance, advanced scheduling and leave management capabilities.
June 2017
About Orbcomm
ORBCOMM (Nasdaq: ORBC) is a global leader and innovator in the industrial Internet of Things, providing solutions that connect businesses to their assets to deliver increased visibility and operational efficiency.
May 2017
About Blackline Inc.
BlackLine provides a powerful cloud-based software platform designed to modernize accounting and finance operations. The Company’s scalable platform supports critical accounting processes such as the financial close, account reconciliation, intercompany accounting and controls assurance.
May 2017
About Zalaris
Zalaris is a leading Business Process Outsourcing (BPO) specialist for Human Resources, Human Capital Management (HCM) and Payroll services.
May 2017
About Acculynk Inc.
Acculynk, Inc. provides payment processing and authentication software solutions for online and mobile commerce markets in the United States, China, India, Puerto Rico, and internationally.
April 2017
About Cloudera
Cloudera delivers the modern platform for machine learning and advanced analytics built on the latest open source technologies.
April 2017
About Coupa Software
Coupa Software (NASDAQ:COUP) is the cloud platform for business spend. The company delivers “Value as a Service” by helping its customers maximize their spend under management, achieve significant cost savings and drive profitability.
April 2017
About Tollgrade Communications
Tollgrade Communications, Inc. provides fault detection hardware and predictive analytics software for electric utility companies and telecommunication service providers in the United States and internationally.
April 2017
About Everbridge
Everbridge is the global provider of SaaS-based unified critical communications solutions. During mission-critical business events or man-made or natural disasters, the Company’s platform enables customers to quickly, reliably, and securely deliver relevant messages to targeted people or groups within minutes.
March 2017
About Alteryx Inc.
Alteryx is a leading provider of self-service data analytics software. The company’s software platform enables organizations to dramatically improve business outcomes and the productivity of their business analysts.
February 2017
About Magento
Trusted by more than 250,000 businesses worldwide, Magento Commerce is the leading provider of cloud commerce innovation to merchants and brands across B2C and B2B industries.
February 2017
About Michael C Fina
Michael C. Fina Recognition offers companies robust recognition, rewards, and incentive programs that drive engagement and deliver positive business outcomes.
January 2017
About Engage People Inc.
Engage is an innovative, market-leading solutions provider for the global loyalty and incentive industry. Engage products include its proprietary SaaS-based platform that manages end to end loyalty rewards, employee recognition, sales and sales channel incentive programs on a global basis.
Transaction history may include transactions completed by a Raymond James banker while at a former firm.