Vertical Software Investment Banking
Our technology & services investment banking team is dedicated to driving customized solutions for companies in the vertical software landscape. With a unique understanding in a variety of niche vertical software industries, our 50+ senior bankers apply requisite wisdom to meet the needs and goals of our clients. Our team has the commitment, enthusiasm and network of relationships to deliver – no matter what industry your software offering supports.
Vertical Software Subsector Expertise
- Auto
- Bank technology
- Capital markets, investment and wealth
- Education
- Insurance technology
- Legal, tax and accounting
- Media and communications
- Non-profit and associations
- Real estate and construction
- Retail and hospitality
- Sports
- Transportation and logistics
Vertical Software Insights
April 2025
About ACTICO Group
ACTICO Group is a leading international provider of digital solutions for Regulatory Compliance, Asset Administration, Credit Risk Management, Data & Reporting and Decision Automation software.
April 2025
About 4U
The 4U platform is the leading real-time digital engagement and analytics partnership platform connecting Investment Companies and Wealth Managers.
March 2025
About Successware
Successware is an industry-leading service management software provider for the home services contractor industry dedicated to helping ensure customers have all the resources they need to manage and grow their business.
February 2025
About LCP Media
LCP Media specializes in high-quality visual content for real estate and multifamily, including TourBuilder virtual tour solutions, photography, 3D renderings, virtual staging and floor plans.
February 2025
About XOi Technologies
XOi, the leading provider of jobsite-focused technology for the field service ecosystem, arms the industry with a digital tool that connects people to mission-critical equipment.
January 2025
About Learnosity
Learnosity is the global leader in assessment solutions. Serving over 670 customers and more than 40 million learners, its mission is to advance education and learning worldwide with best-in-class technology.
January 2025
About CAPE Analytics
Founded in 2014, CAPE Analytics is a leading provider of geospatial AI intelligence to the insurance and real estate industries.
December 2024
About Trucker Tools
Trucker Tools is a carrier-forward capacity sourcing and load-tracking solution. Trucker Tools’ mobile app for carriers provides drivers with valuable resources on the road, access to a free-to-use load board, and multiple tracking options to meet their needs.
December 2024
About Broadlume
Broadlume is a leading provider of technology to the flooring industry. Its all-in-one platform and digital retailing tools helps flooring businesses streamline their operations, attract more customers, and grow their businesses.
November 2024
About Empyrean Solutions
Empyrean Solutions™ is a leading provider of risk and performance management solutions for banks and credit unions. Through their deployed software and outsource services, Empyrean works with banks and credit unions, ranging from $50 million to $200+ billion in assets.
November 2024
About JobNimbus
JobNimbus is the industry-leading SaaS platform that helps contractors manage and grow their businesses with a suite of powerful tools.
November 2024
About IMPLAN
IMPLAN is a leading provider of economic impact analytics software, empowering clients across a multitude of end-markets to deliver insights for their most important questions.
November 2024
About Charter Impact
Founded in 2010, Charter Impact is a mission-driven business partner dedicated to empowering charter schools and nonprofits with professional, personalized financial management and operational support.
October 2024
About Roima
Roima Intelligence is a leading provider of supply chain and manufacturing software that empowers businesses to realize efficient, data-driven operations.
September 2024
About i3 Verticals
i3 Verticals delivers seamless integrated software and services to customers in strategic vertical markets.
September 2024
About DonorDrive
DonorDrive is an advanced digital fundraising platform for nonprofits that turns everyday people into powerful fundraisers. For more than 20 years, DonorDrive has helped hundreds of nonprofits raise billions of dollars.
September 2024
About Affinipay
AffiniPay is a leading provider of practice management software, integrated payments and embedded fintech for professionals across the legal, accounting, and professional services end markets.
September 2024
About Archer
Archer is a technology-enabled service provider that helps investment managers to manufacture solutions aligned with investor needs.
August 2024
About Smartsimple
SmartSimple Software is a global leader in cloud-based solutions for grants, research, and community management. Known for its highly configurable platform, SmartSimple serves a diverse range of clients across the public, private, and nonprofit sectors, helping them manage complex processes and achieve their strategic goals.
July 2024
About Fullbay
Fullbay is cloud-based provider of shop management software to the heavy-duty repair industry. The Company’s purpose-built platform provides a full solution suite for managing all day-to-day shop operations.
July 2024
About The Boundary
The Boundary is a global leader in architectural visualisation, specialising in the delivery of marketing-grade digital twins, photorealistic visualisations and marketing suite software for the global real estate industry.
July 2024
About Intech
in-tech shapes digitalization in the automotive industry, rail transport and industry. The Company develops solutions for the automotive, eMobility, transport systems and smart industry sectors.
July 2024
About Community Brands
Momentive Software (formerly Community Brands) amplifies the impact of over 30,000 purpose-driven organizations in over 30 countries. Mission-driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges.
July 2024
About Scribbles Software
Scribbles Software is a leading provider of credentialing and records management to K-12 school districts across the United States.
June 2024
About Zixi
Zixi provides the cloud based and on-premises Software-Defined Video Platform that enables reliable broadcast-quality video delivery over any IP network, any protocol, any cloud provider and any edge device.
June 2024
About Waystar
Waystar Holding Corp. provides healthcare organizations with mission-critical cloud software that simplifies healthcare payments.
May 2024
About LBR
LBR is a technology-driven information services business powering the global legal, intellectual property and governance, risk, and compliance markets.
April 2024
About Mirador LLC
Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-in-breed financial reporting services, middle office services, and technology solutions and products to the U/HNW wealth management industry.
April 2024
About One Inc
One Inc is modernizing the insurance industry through a unified and frictionless payment network. Focusing only on the insurance industry, One Inc helps carriers transform their operations by reducing costs, increasing security, and optimizing customer experience.
April 2024
About Ibotta
Founded in 2011 and based in Denver, Colorado, Ibotta enables CPG brands to deliver digital promotions to over 200 million consumers through a single, convenient network, called the Ibotta Performance Network (IPN).
April 2024
About Institutional Cash Distributors
Institutional Cash Distributors (ICD) is treasury’s trusted, independent portal provider of money market funds and other short-term investments.
March 2024
About PackBack
Packback is an education technology company located in Chicago, Illinois. Packback's mission is to harness the power of AI to help educators implement high quality pedagogy at scale.
March 2024
About PCS Retirement
PCS Retirement is a leading independent and conflict-free retirement services platform automating the sale, design, valuation and management of retirement plans.
February 2024
About ActiveViam
ActiveViam is a pure-play risk and data analytics provider specializing in financial services. ActiveViam uses high-performance analytics in finance, helping the largest investment banks, asset managers and hedge funds make better decisions, explain results with confidence, and simulate the impact of their decisions.
February 2024
About Wellspring
Wellspring is the world's leading provider of Tech Transfer, IP Management, and Innovation Management software and solutions for corporations, universities, and government agencies.
February 2024
About MeridianLink
MeridianLink powers digital lending and account opening for financial institutions and provides data verification solutions for consumer reporting agencies.
February 2024
About Q4
Q4 Inc. is the leading capital markets access platform that is transforming how issuers, investors, and the sell-side efficiently connect, communicate, and engage with each other.
January 2024
About CINC Systems
CINC Systems is one of the largest providers of software in the association management industry and an innovator behind accounting and banking integration.
December 2023
About BlueMatrix
BlueMatrix provides the global investment research community with advanced technology solutions to manage the complete lifecycle of critical information.
November 2023
About Fleetworthy Solutions
Fleetworthy Solutions, Inc. provides DOT safety and regulatory compliance services to commercial fleets that take them Beyond Compliant. Fleetworthy combines exceptional client service, advanced technologies, and more than 40 years of transportation industry expertise to make sure that drivers and assets are truly fleetworthy.
September 2023
About Tax Guard
Tax Guard is a leading provider of tax risk due diligence, assessment and monitoring services for financial organizations of all types.
September 2023
About EditShare
EditShare's technology enables collaborative media workflows on-premise, in the cloud, or in a hybrid configuration. Its open software solutions and robust APIs improve workflow collaboration and third-party integrations across the entire production chain, ensuring a world-class experience.
August 2023
About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. is a total wealth management and financial planning firm that provides investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services.
August 2023
About Logikcull
Logikcull is a cloud-based eDiscovery platform, providing a full suite of capabilities across legal document processing, production, workflows, collaboration and data management which lead to significantly reduced spend and time from traditional in-house legal teams and law firms.
August 2023
About Flywire
Flywire is a global payments enablement and software company. Flywire combines its proprietary global payments network, next-gen payments platform and vertical-specific software to deliver the most important and complex payments for its clients and their customers.
July 2023
About Baker Hill
Baker Hill is in the business of evolving loan origination by combining expertise in technology with expertise in banking.
July 2023
About Ren
As an independent philanthropic solutions provider in North America, Ren delivers the expertise, standards, and technology necessary to power growth and scale throughout the philanthropic economy.
July 2023
About FM Systems
FM:Systems is a provider of integrated workplace management solutions.
June 2023
About Cerence
Cerence is a world leading provider of automotive assistants, creating intelligent, flexible and intuitive in-car experiences for the world’s leading automakers.
June 2023
About US Retirement and Benefits Partners
U.S. Retirement & Benefits Partners (USRBP) is a technology-focused nationwide provider of retirement plan administration, benefits consulting and wealth management solutions to the education, government and SMID corporate markets.
June 2023
About Tripleseat Software
Tripleseat is an event management and catering platform used by more than 15,000 venues each day, enabling them to streamline the planning process and increase sales.
May 2023
About Intapp Inc
Founded in 2000, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms.
May 2023
About Lead Edge Capital
Lead Edge Capital is a growth stage investment fund with $5 billion of capital raised since inception, and portfolio companies across the internet, software, consumer, and tech-enabled services sectors.
May 2023
About Uwill
Uwill is a campus mental health solution providing an online platform designed to connect college students with mental health professionals.
May 2023
About The Switch
In the action-packed world of live video production and delivery, The Switch is always on and always there – setting the industry benchmark for quality, reliability and unmatched levels of service.
March 2023
About Definiti
Definiti is a third-party administrator that provides workplace organizations with retirement plan administration, recordkeeping and compliance services, as well as actuarial consulting and pension outsourcing.
March 2023
About Model N
Model N enables life sciences and high tech companies to drive growth and market share, minimizing revenue leakage throughout the revenue lifecycle.
March 2023
About EngageSmart
EngageSmart is a provider of vertically tailored customer engagement software and integrated payments solutions.
January 2023
About Sureprep
Bregal Sagemount is a growth-focused private capital firm with more than $5.5 billion of capital raised. The firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations.
December 2022
About Oak Hill Capital Partners
Oak Hill is a longstanding private equity firm focused on the North America middle-market. Oak Hill applies a specialized, theme-based approach to investing in the following dedicated industry sectors: Media & Communications, Industrials, Business Services, and Consumer.
November 2022
About MasteryPrep
MasteryPrep provides mastery-based college readiness services and resources preparing students for the SAT®, ACT®, TSIA-2, EOC, and WorkKeys® tests.
September 2022
About Knock
Knock offers an integrated suite of front office technology that provides multifamily owners and operators with the capabilities they need to more profitably acquire and retain high-value, long-term residents.
July 2022
About Cerity Partners
Cerity Partners is one of the largest and fastest-growing independent wealth management firms in the U.S. Cerity Partners provides estate, financial and tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services to high-net-worth individuals.
July 2022
About Altvia
Altvia is a provider for investor and deal management systems specifically built for private capital market firms.
July 2022
About CitNOW Group
CitNOW Group is a leading, high-quality, vertical software platform of scale, providing a suite of front-office SaaS products to automotive dealerships focused on the sales & aftersales customer journey.
July 2022
About Hg
Hg is a platform for software and services champions, focused on backing businesses that change how we all do business.
July 2022
About RFMS
RFMS is a business management software suite serving the flooring industry. RFMS offers customers a turn-key solution and seamless experience, from product development to support, training, sales and administrative needs.
June 2022
About MGA Systems
MGA Systems, Inc. is a software development company working exclusively in the insurance industry. The Company's management team has more than 30 years of real-world brokerage and MGA experience, which is reflected in the design of its flagship product, the Insurance Management System (IMS).
May 2022
About MetaSource
MetaSource is a Digital Transformation Solutions provider, focused on Business Process Outsourcing (BPO) / Business Process Management (BPM) services integrated with Enterprise Content Management (ECM), workflow solutions, compliance services and customer experience processes.
March 2022
About STP Investment Services
STP Investment Services is an award-winning technology-enabled services company that provides front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors delivering the service, software, expertise, and confidence needed to focus on their core business objectives.
February 2022
About Prime Pensions
Prime Pensions is a leading independent third-party administrator and provider of retirement plan compliance and administration services. Headquartered in Florham Park, NJ, Prime Pensions provides third-party retirement plan compliance and administrative services to small and medium-sized businesses.
February 2022
About StreetLight Data
StreetLight is a pioneer in the use of Big Data analytics to help transportation professionals solve their biggest problems. StreetLight powers more than 10,000 global projects every month.
January 2022
About Network for Good
Network for Good helps small nonprofits cultivate donor relationships and advance their missions with simple, smart fundraising software, personal coaching, and online resources.
December 2021
About Estimating Edge
Estimating Edge is a team of tradesmen and software engineers working together to build “cutting-edge” software for the construction industry. For more than 30 years, Estimating Edge has been a provider of commercial construction takeoff and estimating software.
December 2021
About MidAmerica Administrative and Retirement Solutions
MidAmerica provides innovative tax advantaged group retirement and health care reimbursement programs to over 2,500 school district and other governmental employers.
December 2021
About RIA in a Box
RIA in a Box is the leading provider of compliance and operational software to wealth managers and investment organizations. Over 2,600 Registered Investment Advisor firms use the platform to increase compliance workflow efficiency.
December 2021
About Symphonic Distribution
Symphonic Distribution is a digital music distribution SaaS company launched in 2006 by Jorge Brea in Tampa, Florida. Symphonic Distribution delivers music from independent record labels and musicians to digital streaming platforms.
December 2021
About Compliance Solutions Strategies
Compliance Solutions Strategies is a trusted global RegTech partner that uniquely brings together innovative technology-driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space.
December 2021
About Fullsteam Holdings
Fullsteam is a leading payments and software company headquartered in Auburn, Alabama. Fullsteam provides its companies with streamlined payments infrastructure and enhanced operational support to better serve customers.
December 2021
About Loanbeam
With patented technology based on more than 15 years in tax preparation and accounting experience, LoanBeam has established itself as the standard in automated income calculation.
November 2021
About Marquis Software Solutions Inc.
Marquis is a Plano, Texas-based company that sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability, and direct marketing – along with CRA, HMDA & Fair Lending compliance.
November 2021
About Definitive Healthcare
Definitive Healthcare is a leading provider of healthcare commercial intelligence. The Company’s solutions provide accurate and comprehensive information on healthcare providers and their activities to help its customers optimize everything.
November 2021
About Weave Communications
Weave is creating a world where SMB entrepreneurs can utilize state-of-the-art technology to transform how they attract, communicate and engage customers, grow their business and realize their dreams.
November 2021
About D2L
D2L is transforming the way the world learns – helping learners of all ages achieve more than they dreamed possible. Working closely with clients all over the world, D2L is supporting millions of people learning online and in person.
October 2021
About Paradigm
Paradigm offers a suite of legal software solutions to help lawyers manage, automate and grow their firms. With four legal practice management and payments solutions.
October 2021
About Providence Equity Partners
Tenstreet’s platform connects carriers and drivers, making it easier to fill trucks while staying compliant. The Company helps thousands of motor carriers and private fleets to market, recruit, onboard, and manage drivers. Since 2006, millions of drivers have used Tenstreet’s platform to quickly and securely apply for their next job.
September 2021
About Foreside
Foreside delivers comprehensive advice and technology solutions to clients in the global asset and wealth management industries.
September 2021
About EngageSmart LLC
EngageSmart offers cloud-based SaaS platforms that easily elevate digital adoption and facilitate e-commerce in consumer-facing markets.
September 2021
About Definitive Healthcare
Definitive Healthcare is a leading provider of healthcare commercial intelligence. The Company’s solutions provide accurate and comprehensive information on healthcare providers and their activities to help its customers optimize everything.
September 2021
About Dynamo Software
Dynamo Software has provided industry-tailored, highly-configurable investment management, reporting and data management cloud software solutions to the global alternative investment industry since 1998.
September 2021
About Sterling Trading Tech
Sterling Trading Tech (STT) is a leading provider of professional trading technology solutions for the global equities, equity options and futures markets.
September 2021
About LT Trust
LT Trust, headquartered in Denver, Colorado, is a full-service retirement plan provider, offering recordkeeping, trust, and custodial services to financial intermediaries and their clients.
August 2021
About PFSweb
PFSweb is a global commerce services company that manages the online customer shopping experience on behalf of major branded manufacturers and retailers.
August 2021
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services.
August 2021
About Paradigm
Paradigm was founded in 1999 in Wisconsin and has over 250 customers with over 70,000 end users. The company employs over 300 people across the U.S. Paradigm is transforming the way that residential construction business is done across the country.
August 2021
About Smoothwall
Smoothwall is a world leader in digital safety solutions in K-12. Smoothwall’s mission is to be the most trustworthy safeguarding provider in the world.
August 2021
About Abrigo
Abrigo is a leading technology provider of compliance, credit risk, lending, and asset/liability management solutions that financial institutions use to manage risk and drive growth.
August 2021
About Clearlake Capital
Clearlake Capital Group, L.P. is an investment firm founded in 2006 operating integrated businesses across private equity, credit and other related strategies.
August 2021
About Flexpoint Ford
Since 1986, LERETA has provided the mortgage and insurance industries the fastest, most accurate and complete access to property tax data and flood hazard status information across the U.S. LERETA is committed to giving customers extraordinary service and cost-effective property tax and flood solutions.
July 2021
About MeridianLink
MeridianLink is a leading provider of cloud-based software solutions for financial institutions, including banks, credit unions, mortgage lenders, specialty lending providers, and consumer reporting agencies, or CRAs.
July 2021
About PowerSchool Holdings
Founded in 1997 and headquartered in Folsom, California, PowerSchool is a leading EdTech platform serving more than 45 million students in over 90 countries.
July 2021
About Instructure Holdings Inc.
Instructure personalizes, simplifies, organizes, and automates the entire learning lifecycle through the power of technology.
July 2021
About GoGuardian
GoGuardian is on a mission to supercharge human potential by creating the ultimate learning platform. The Company helps thousands of K-12 schools and districts maximize the learning potential of every student by enabling more productive, effective, and safer digital learning.
July 2021
About iOFFICE
iOFFICE creates the most responsive, frictionless workplaces everywhere through space planning, employee experience, and asset management SaaS solutions. The Company's cloud-based, open-API platforms and mobile apps help businesses of all sizes connect data, people, and things wherever work takes place.
July 2021
About Evercommerce Inc.
EverCommerce is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 500,000 service-based businesses accelerate growth, streamline operations, and increase retention.
July 2021
About Voyant
Voyant is a global provider of financial planning solutions to enterprises, independent financial advisors and their clients.
June 2021
About Intapp
Intapp makes the connected firm possible. The Company provides cloud software solutions that address the unique operating challenges and regulatory requirements of the global professional and financial services industry.
June 2021
About Doximity Inc.
Doximity is a digital platform for U.S. medical professionals, with over 1.8 million medical professional members.
June 2021
About Utilant
Utilant is a U.S. based InsurTech company providing the industry-leading survey management SaaS product suite for Loss Control and Premium Audit surveys and artificial intelligence (AI)/machine learning (ML) data and analytics.
June 2021
About Archer
Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs.With Archer’s fully integrated technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for growth.
June 2021
About Trucker Tools
Trucker Tools, based in Reston, Va., is the leading provider of trip planning, shipment visibility, predictive freight matching and automated booking solutions for the transportation industry.
June 2021
About SurePoint Technologies
SurePoint Technologies is a leading provider of financial and practice management software to law firms nationwide.
June 2021
About Yieldstreet
Yieldstreet is reimagining the way wealth is created by providing access to alternative investments previously reserved only for institutions and the ultra-wealthy. Its technology platform provides access to investment products across a range of asset classes such as Real Estate, Commercial, Consumer, Art, Marine, Legal Finance and Aviation.
May 2021
About Paymentus Holdings Inc.
Founded in 2004 and based in Charlotte, North Carolina, Paymentus is a leading bill payments platform that is disrupting electronic bill payments through an integrated, cloud-based platform.
May 2021
About Flywire Corporation
Flywire is a leading global payments enablement and software company. Flywire’s next-gen payments platform, proprietary global payment network and vertical-specific software help clients get paid and help their customers pay with ease—no matter where they are in the world.
April 2021
About Open Lending
Open Lending provides loan analytics, risk-based pricing, risk modeling and default insurance to auto lenders throughout the United States. For 20 years they have been empowering financial institutions to create profitable auto loan portfolios by saying “yes” to more automotive loans.
March 2021
About Coursera
Coursera has built a global platform connecting learners, educators, and institutions, providing world-class educational content that is affordable, accessible, and relevant.
March 2021
About ACTICO
ACTICO is a leading international provider of software for intelligent automation and digital decisioning. The company provides best-in-class software and tools used across multiple industries enhancing day-to-day decision-making and end-to-end automation.
March 2021
About Cortera
Cortera maintains one of the most comprehensive databases of credit information. Cortera gathers data from thousands of sources, which it then enhances through artificial intelligence, and provides analytics, reports and monitoring services to help businesses make informed decisions about their counterparties.
March 2021
About Providence Equity
Providence Equity Partners is a premier global private equity firm with approximately $44 billion in aggregate capital commitments.
February 2021
About Chegg
Chegg is the leading student-first interconnected learning platform, which is on-demand, adaptive, personalized and backed up by a network of human help.
January 2021
About Duck Creek Technologies
Duck Creek Technologies is a leading provider of core system solutions to the P&C and General insurance industry.
January 2021
About Court Square
Thrive is a leading provider of NextGen managed services designed to drive business outcomes through application enablement and optimization.
January 2021
About Ridgemont Equity
Softdocs develops document management, electronic forms, workflow automation, and print customization solutions for the higher education and K-12 markets.
Ridgemont Equity Partners is a Charlotte-based middle market buyout and growth equity investor
January 2021
About Certent
Certent, Inc., founded in 2002, helps customers elevate their business with smart, intuitive solutions for modern finance. The Company's advanced solutions for disclosure management, narrative reporting and equity management help business and finance leaders improve accuracy, save time and get more done.
January 2021
About FNC Title Services
Founded in 2007, FNC Title Services is a full-service title and settlement company specializing in reverse mortgages and operating in 49 states.
January 2021
About Insurance Technologies Corporation
Insurance Technologies Corporation (ITC), founded in 1983, provides websites, agency marketing, comparative rating, and management software and services to the insurance industry, including independent agents and insurance carriers.
January 2021
About BankMobile Technologies
Established in 2015, BankMobile Technologies is a division of Customers Bank and is among the largest mobile-first banking platforms in the U.S., offering checking and savings accounts, personal loans and credit cards.
December 2020
About Allworth Financial
With its direct and educational approach to advising, Allworth Financial is a full-service independent investment financial advisory firm that specializes in retirement planning, investment advising, tax planning & preparation, estate planning, and 401(k) management.
December 2020
About Meazure Learning
Meazure Learning is a full-service testing solutions company for academic, professional and lifelong learners.
December 2020
About TSA Consulting Group
TSA Consulting Group in one of the largest independent service providers focused on compliance services to public school systems and colleges.
December 2020
About OpenLending
Open Lending is a lending enablement platform for the automotive finance market powered by proprietary data, advanced decisioning analytics, an innovative insurance structure and scaled distribution.
November 2020
About Applied Data Corporation
ADC is a fresh food technology innovator. The Company's platform, FreshIQ®, allows its clients to effectively plan, prepare, analyze, and deliver the fresh food items their shoppers want.
November 2020
About Duck Creek Technologies
Duck Creek Technologies is a leading provider of core system solutions to the P&C and General insurance industry.
October 2020
About ExamSoft
ExamSoft is an education technology company based in Dallas, Texas, that builds scalable software solutions that provide the highest level of exam security and integrity to education and certification institutions across a variety of verticals, settings and modalities.
October 2020
About RoundTower
RoundTower Technologies delivers innovative solutions and services in the areas of data center infrastructure, converged platforms, cloud automation and orchestration, DevOps, data analytics, and cyber security. RoundTower enables its customers to become more agile, efficient, and secure through the use of technology.
October 2020
About STP
Founded in 1993 and headquartered in Karlsruhe, Germany, STP is a leading one-stop shop solution provider, empowering the digitization of insolvency and legal practitioners. It provides a fully integrated legal tech platform comprising workflow automation, ERP software, specialist technical outsourcing and data businesses.
October 2020
About Ycharts
Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund and ETF research, portfolio construction, idea generation, and market monitoring.
October 2020
About nCino
nCino is a leading global provider of cloud-based software for financial institutions. Its Bank Operating System improves employee efficiency while enhancing the customer experience for onboarding, loans and deposits across all lines of business.
September 2020
About Apax Partners
Founded in 2010, MyCase is a leading provider of cloud-based legal practice management software and payment services to law firms serving over 11,000 customers. MyCase has offices in Santa Barbara, CA and San Diego, CA.
September 2020
About Orion
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience.
September 2020
About AML RightSource
AML RightSource is the leading firm focused on fighting financial crime for its clients with Anti-Money Laundering (AML)/Bank Secrecy Act (BSA) and financial crimes compliance solutions.
September 2020
About XCM Solutions
Founded in 2002, XCM today serves professional tax & accounting firms of all sizes across the U.S. and Canada. XCM's solutions help firms control their workflow processes and allocate their resources in order to achieve greater efficiency, productivity and profitability.
August 2020
About TradeHelm
TradeHelm is a near-shore agile software development, DevOps and cloud services provider to enterprise organizations in the US. The Company focuses on building agile enterprise operating systems that align with their clients’ business objectives – transforming the quality, speed, and efficiency of product development.
July 2020
About Netrix
Netrix LLC is a leading provider of collaboration, cloud infrastructure, and development and data intelligence services to small and midsized enterprise customers.
July 2020
About Techno Group
Technogroup, Inc. was founded in 1994. The company's line of business includes the retail sale of specialized lines of merchandise.
July 2020
About ncino
nCino is a leading global provider of cloud-based software for financial institutions. Its Bank Operating System improves employee efficiency while enhancing the customer experience for onboarding, loans and deposits across all lines of business.
May 2020
About PresenceLearning
PresenceLearning, Inc. is the leading provider of live online special education related services to K-12 schools. The company connects speech-language pathologists, occupational therapists, and behavioral and mental health professionals with students through its proprietary online platform.
May 2020
About Sequential Technology International
Sequential Technology International is a premier customer experience partner to several of the largest communication service providers in the world.
April 2020
About Docupace
Docupace is the leading provider of SaaS-based digital and data compliance solutions to broker-dealers, RIAs and financial advisors.
March 2020
About Docutech
Docutech is the leading provider of SaaS-based, dynamic document generation, eClose and document delivery solutions for the mortgage industry.
March 2020
About Solovis
Solovis is leading fintech innovation for institutional investors with a powerful cloud-based platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the limited partner community.
February 2020
About Affinipay
AffiniPay develops industry-specific online tools for legal, accounting and association professionals to accept payments quickly and securely.
February 2020
About Leeds Equity Partners
Campus Management is a leading provider of cloud-based SIS, CRM and ERP solutions and services that transform higher education institutions.
Edcentric is the leading provider of institutional effectiveness software to over 1,400 education institutions.
February 2020
About The Halifax Group
Founded in 1999, The Halifax Group is a private equity firm that partners with managers and entrepreneurs to recapitalize and grow lower middle-market businesses with total enterprise values generally between $50 million and $300 million.
January 2020
About Gryphon Investors
Ncontracts provides risk, vendor, and compliance management software to a rapidly expanding customer base of financial institutions located in all 50 states and U.S. territories.
January 2020
About Sales Benchmark Index
Sales Benchmark Index (SBI) is the leading management consulting firm specializing in sales & marketing, focused on maximizing clients’ revenue growth. SBI is
December 2019
About Prime Technology
Prime Technology Group is a global, technology services Company. The Company provides outsourced software application development solutions, managed software solutions and enterprise content management solutions for highly regulated industries including healthcare, insurance and financial services.
December 2019
About Asure Software
Asure Software (NASDAQ: ASUR) offers a suite of solutions to help clients optimize and manage their mobile workforces and their global workspaces.
October 2019
About Fi360
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
October 2019
About BuildFax
BuildFax, headquartered in Austin, Texas, is trusted by the largest insurance and financial institutions in the world to deliver business-critical property condition and history data.
October 2019
About Wealth Enhancement Group
Founded in 1997, Wealth Enhancement Group is an independent, comprehensive wealth management firm that provides team-based financial planning, estate planning, retirement income planning, insurance, tax strategies and investment management services.
September 2019
About Sentinel Capital Partners
Sentinel specializes in buying and building businesses in the lower midmarket in the United States and Canada in partnership with management.
September 2019
About MetaMetrics
MetaMetrics® is an award-winning education technology organization that offers the only scientifically valid, universal scales for measuring reading and listening (Lexile®) as well as math (Quantile®).
August 2019
About BizEquity
Founded in 2011, BizEquity is the world’s leading provider of business valuation knowledge, having valued more than 33 million private companies globally to date.
July 2019
About Aspire
Headquartered in Tampa, FL, Aspire Financial Services, LLC is a leading service provider of smart retirement recordkeeping solutions, serving the industry since 2002 with a conflict-free, open-investment retirement planning management system.
July 2019
About AssetMark
AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients.
July 2019
About AgileThought
AgileThought is a full-service enterprise software development and consulting firm founded on serving highly-regulated, compliance-driven clients.
July 2019
About Contentserv
Contentserv is a developer of software applications for marketing automation processes, intended to facilitate organized marketing, information and media processes in product communication.
June 2019
About Sirius
Founded in 1980 with headquarters in San Antonio, TX, Sirius is a privately held, leading national solutions integrator focused on helping organizations transform their business by managing their operations, optimizing their IT, and securing it all.
June 2019
About Anexinet
Anexinet is a leading technology consultancy and reseller, helping clients provide a Complete Digital Experience for employees, customers, and end users through transformative digital applications and platforms.
June 2019
About Simplifile
Simplifile is the leading provider of SaaS-based real estate solutions for lenders, title agents, and counties.
June 2019
About Q2 Holdings
Q2, a financial experience company headquartered in Austin, Texas, builds stronger communities by strengthening the financial institutions that serve them.
May 2019
About Digital Map Products
Digital Map Products, based in Irvine, California, is a leading provider of cloud-based location intelligence solutions helping business and government users across North America to make confident, data-driven decisions.
April 2019
About MoneyGuidePro
MoneyGuide is a leading goals-based financial planning application used by financial advisors.
April 2019
About Rave Mobile Safety
Rave Mobile Safety, a trusted safety software partner, provides the leading critical communication and data platform trusted to help save lives.
April 2019
About Data Blue
Data Blue delivers customized storage, backup and server virtualization and consolidation solutions to the Enterprise.
April 2019
About Examity
Examity was founded to meet the needs of colleges, employers, and certification providers looking to ensure integrity.
March 2019
About Millenium Trust Company
Millennium Trust Company is a trusted leader in specialized retirement and custody services, empowering clients with unmatched service, access to a wide range of custody solutions and expertise they can count on.
March 2019
About Frontdoor
Frontdoor is a company that’s obsessed with taking the hassle out of owning a home. With services powered by people and enabled by technology, it is the parent company of four home service plan brands: American Home Shield, HSA, Landmark and OneGuard.
March 2019
About Strategic Insight
Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.
February 2019
About ConvergeOne
ConvergeOne is a leading global IT service provider of collaboration and technology solutions for large and medium enterprise with decades of experience assisting customers to transform their digital infrastructure and realize a return on investment.
February 2019
About Intelliteach
Intelliteach is the leading global provider of intelligent outsourcing solutions to more than 300 firms in the legal and accounting markets.
January 2019
About Building Connected
BuildingConnected is a leading preconstruction platform enabling real estate owners and general contractors to hire qualified contractors for their projects.
January 2019
About Black Box
Black Box is a leading digital solutions provider dedicated to helping customers design, build, manage and secure their IT infrastructure.
December 2018
About RegEd
RegEd is the market-leading provider of RegTech enterprise solutions with relationships with hundreds of enterprise clients, including 80% of the top 25 financial services firms.
December 2018
About Symbility Solutions
Symbility, founded in 2004, is a leading provider of subscription and cloud-based property insurance claims workflow solutions for the Property & Casualty insurance industry.
December 2018
About OSG
OSG is a leading independent provider of outsourced omnichannel billing, critical communications and payment solutions, offering a suite of integrated client communication and engagement solutions and marketing services.
December 2018
About 7Park Data
7Park Data transforms data to revolutionize business decisions. Leveraging machine learning, entity extraction and linking, and predictive models, the company transforms unstructured information into contextualized Leading Performance Indicators for thousands of public and private companies.
November 2018
About Loring Ward
Loring Ward (LWI Financial Inc.) is committed to creating a better wealth experience for Financial Advisors and their clients across the U.S.
November 2018
About SHIFT
SHIFT is the pioneer of media-specific collaboration software tools tailored for media & entertainment enterprises, brands and agencies.
November 2018
About Raptor Technologies
Founded in 2002, Raptor Technologies helps schools to protect their students and staff with innovative visitor, volunteer, and emergency management systems that instantly screen for registered sex offenders, manage custody issues, run background checks on volunteers, and aid in the preparation, response and recovery from emergencies.
October 2018
About Cross Fuze
CrossFuze's proprietary services allow clients to quickly launch their ServiceNow instance with robust, mission critical tools from their turnkey offerings.
September 2018
About Augeo
Augeo FI is a market-leading, outsourced provider of customized loyalty program solutions for middle-market banks and credit unions.
September 2018
About Oildex
Oildex, an Accel-KKR portfolio company, is a software platform that transforms the way the oil and gas industry connects, collaborates and automates.
July 2018
About TekLinks
TekLinks is a leading service provider of integrated business IT solutions to businesses throughout Alabama, Mississippi, Tennessee and the Gulf South.
July 2018
About it-economics
it-economics is an IT consulting and software development company with deep expertise in the banking and insurance verticals. The Company is headquartered in Munich with branch offices in Frankfurt, Karlsruhe, Duesseldorf, Muenster, Bonn and Hamburg in Germany, Zurich in Switzerland and a near-shoring center in Sofia, Bulgaria.
June 2018
About Pomeroy IT Solutions Inc.
Pomeroy provides high quality IT infrastructure services from its locations throughout the United States, Canada, Latin America and Western Europe.
June 2018
About CafeMedia
CafeMedia is a premium digital publisher with trusted brands for Moms / Millennial Women and Latinas, with scale, quality audience and industry credibility.
June 2018
About Mid Atlantic Capital
Mid Atlantic Capital Group is a leading provider of first-class custody, brokerage, trade processing, and financial services technology.
June 2018
About EMS Software
EMS Software removes the barriers to inspired work by connecting people, tools and technology within a single platform.
May 2018
About FTJ FundChoice LLC
Founded in 2001, FTJ FundChoice, LLC, an SEC Registered Investment Advisor, provides advisors access to independent asset allocation strategies and model trading functionality.
May 2018
About RIA in a Box
RIA in a Box is a leading provider of compliance software to the wealth management industry. Launched in 2005, RIA in a Box was acquired in 2011 by an investment group led by Will Bressman and GJ King who transformed the business into the market leading SaaS-based compliance solution focused on the RIA industry.
May 2018
About Sageworks
Founded in 1998 and headquartered in Raleigh, NC, Sageworks is a SaaS-based, data-driven financial analytics company that provides commercial lending, credit risk and portfolio risk management solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies.
May 2018
About Agreement Express
Agreement Express Inc. is a leading client onboarding platform for financial services. The Agreement Express platform allows financial institutions to design and execute consistent automated onboarding experiences across their product offerings and channels while providing deep analytics that enables proactive and personalized client advice.
April 2018
About MainstreetTechnologies Inc.
MST is the leader and pioneer in allowance software solutions, advisory services, and education. Financial institutions across the U.S. employ MST to address their allowance requirements, including the software and subject matter expertise to achieve and maintain compliance with U.S. GAAP and the impending CECL accounting standard.
April 2018
About Tax Guard
Established in 2009, Tax Guard is the first company in the U.S. to give lenders insight into their clients’ hidden real-time tax risks well before federal tax liens are filed. Lenders throughout the U.S. rely on Tax Guard’s proprietary due diligence and monitoring reports both prior to financing and throughout the course of their lending relationships.
April 2018
About reQuire Holdings
reQuire Holdings' companies include reQuire Real Estate Solutions, Service 1st, CRES and Covius. This client-focused, quality-driven family of companies provides innovative settlement and curative solutions, residential and commercial mortgage loan underwriting and due diligence, and BPM technology solutions for the financial services industry.
April 2018
About American Mortgage Consultants
AMC, founded in 1996, is a leading nationwide residential and consumer loan due diligence, quality control, securitization review, MSR review, advance assessment, servicing oversight, technology, and consulting services provider.
March 2018
About Fiserv
Fiserv, Inc. is a leading global technology provider serving the financial services industry.
March 2018
About Trak America
TRAKAmerica provides recovery management solutions. The Company offers credit card, personal loans, direct deposit accounts, bank, and retail cards recovery services. TRAKAmerica operates throughout the United States.
March 2018
About Confluence
Uniquely positioned as the single vendor that solves the broad array of complex data-driven challenges for the global investment management industry, Confluence provides a data-centric platform of solutions which share value across products – from data integration and governance to calculation, output and reporting.
February 2018
About ConvergeOne
ConvergeOne is a leading global IT service provider of collaboration and technology solutions for large and medium enterprise with decades of experience assisting customers to transform their digital infrastructure and realize a return on investment.
February 2018
About Grace Hill
Grace Hill develops best-in-class online training courseware and administration solely for the property management industry.
February 2018
About ACA Compliance Group
ACA Compliance Group is a leading provider of risk management and technology solutions that focus on regulatory compliance, performance, financial crime, and cybersecurity. ACA serves a diverse base of leading investment advisers, private fund managers, commodity trading advisors, investment companies, broker-dealers, and banks.
February 2018
About Global Partner Acquisition Corp.
Global Partner Acquisition Corp. is a special purpose acquisition company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination. GPAC's units began trading on The NASDAQ Capital Market on July 30, 2015 and its securities trade on NASDAQ under the ticker symbols GPAC, GPACW and GPACU.
January 2018
About Institutional Cash Distributors
ICD is a leader in institutional trading and investment risk management. ICD's next-generation Software-as-a-Service portal, best practices methodologies and award-winning Transparency Plus® exposure analytics, support corporate treasury with end-to-end solutions.
December 2017
About Newmark Group Inc.
Newmark is a rapidly growing, high-margin, full-service commercial real estate services business that offers a full suite of services and products for both owners and occupiers across the entire commercial real estate industry.
October 2017
About Forsythe
Forsythe is a leading enterprise IT company, providing advisory services, security, hosting and technology solutions for fortune 1000 organizations.
October 2017
About Microdynamics Group
Microdynamics Group is a privately held, Chicago-based national provider of personalized transactional printing, inserting and mailing services.
September 2017
About Professional Capital Services
Professional Capital Services (PCS) provides a comprehensive, unbiased back-office solution for independent financial advisors.
August 2017
About AML RightSource
AML RightSource, a Gabriel Partners company, is the leading provider of AML/BSA and Financial Crimes co-sourcing solutions. With well over 500 AML/BSA professionals, AML RightSource provides highly-trained AML/BSA professionals and subject matter experts to its clients in order to meet their AML/BSA regulatory demands
July 2017
About Zenfolio
Zenfolio provides an all-in-one business and photo management solution for photographers to display, share, and sell their work online.
July 2017
About Pursuit Health Advisors
Founded in 2014 and headquartered in Fort Washington PA, Pursuit Healthcare Advisors is a leading technology consulting firm serving healthcare provider organizations with a focus on enhancing clinical outcomes and optimizing financial performance.
July 2017
About OnX Enterprise Solutions
OnX Enterprise Solutions Ltd. provides technology services and solutions to companies in North America and the United Kingdom.
May 2017
About New State Capital Partners
New State Capital Partners, LLC is an entrepreneurial-minded private equity firm that strives to be more nimble, more decisive and more cooperative than larger, institutional firms.
May 2017
About Real Matters
Real Matters is a leading network management services provider for the mortgage lending and insurance industries
April 2017
About Reflexis
The Reflexis cloud-based Real-Time Store Operations Platform helps retailers simplify store operations, provide improved line of sight for field managers, and streamline corporate processes.
March 2017
About BISAM Technologies
BISAM Technologies is an industry leader in performance measurement, attribution and multi-asset risk analytics to the largest, most sophisticated global asset and investment managers.
March 2017
About Dash Financial
Dash Financial is a leading trading technology provider. Its advanced, pure agency execution and analytics platform offers unmatched levels of transparency and control, empowering buy-side traders to analyze and adapt their trading strategies.
February 2017
About TechData
Tech Data Corporation is one of the world's largest wholesale distributors of technology products, services and solutions. Its advanced logistics capabilities and value added services enable 105,000 resellers to efficiently and cost effectively support the diverse technology needs of end users in more than 100 countries.
February 2017
About Community Bank System Inc.
Community Bank System, Inc. operates more than 200 customer facilities across Upstate New York and Northeastern Pennsylvania through its banking subsidiary, Community Bank, N.A. With assets of approximately $8.7 billion, the DeWitt, N.Y. headquartered company is among the country’s 150 largest financial institutions.
Transaction history may include transactions completed by a Raymond James banker while at a former firm.