Abracon is an industry leader in passive electronic components, providing timing devices, RF & antenna, and inductor & connectivity solutions through a global distribution network. Abracon enables innovative, connected IoT solutions in markets spanning data communication, transportation, industrial, medical, aerospace, defense, and beyond.
ACA is a leading end-to-end provider of technology-enabled GRC solutions to the financial services industry. ACA’s offerings include regulatory compliance, distribution solutions, performance solutions, RegTech, risk and cybersecurity advisory, and ESG advisory. The company serves over 6,000 clients, including private equity firms, hedge funds, traditional asset managers, wealth managers, and diversified financial institutions.
Advarra is a leading provider of institutional review board (IRB), institutional biosafety committee (IBC) and research quality and compliance services, which are mandated by regulatory agencies for all trial protocols, patient forms, site initiations and trial modifications. The Company serves leading pharmaceutical, biotechnology, medical device and contract research organizations (CROs), as well as academic medical centers, hospital systems, investigative site networks, and therapeutic research consortia, and has relationships with over 3,200 institutional sites.
AffiniPay is a leading cloud-based provider of practice management software, integrated payments and embedded fintech solutions for small and midsize businesses, with a market-leading position in the legal end market. Since 2005, the Company has grown to serve over 90,000+ clients spanning legal, accounting, association, and other professional service verticals in North America.
Alera Group (“Alera”) is an employee benefits and insurance brokerage platform originally formed through the merger of 24 entrepreneurial and high performing independent agencies. Alera is currently one of the largest privately held insurance brokerage firms in the U.S. It has over 750 employees and serves more than 20,000 clients nationally through a local distribution model.
AmeriLife provides outsourced distribution of insurance and retirement solutions to the U.S. senior market, marketing and distributing a holistic suite of health insurance, life insurance, annuity and retirement planning solutions and services through independent and career agents.
Founded in 1998, Amwins Group, Inc. is one of the largest independent wholesale distributors of specialty insurance products in the world. With over 125 U.S. and 19 international office locations, Amwins maintains relationships with 25,000+ retail agencies and a wide range of carriers. The Company operates through five divisions: Wholesale Brokerage, Access, Specialty Underwriting, Group Benefits, and International.
Aperture is a national provider of forensic engineering and expert services to law firms, insurance companies, and corporations. The company serves clients in litigation by identifying root causes, establishing severity, and assisting with case building.
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 60+ offices across 30+ countries worldwide, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution.
Arrowhead Engineered Products is a leading global provider of non-discretionary, proprietary-branded, aftermarket replacement parts. The Company provides mission-critical parts for outdoor power equipment, powersports, agriculture, industrial, golf & marine as well as on-road end markets through a family of well-known brands. Arrowhead delivers a superior value proposition built around product quality, supply chain and customer service. AEP is headquartered in Blaine, MN and has a facility footprint across North America and Europe.
Ascensus is a technology‐enabled service provider focused on recordkeeping and administration in the U.S. qualified retirement (e.g. 401(k) plans) and 529 plan markets. The Company offers independent, low cost operating platforms for intermediaries selling 529 and micro to small sized retirement plans. Ascensus is headquartered in Dresher, PA
Association Member Benefits Advisors (“AMBA”) is a national affinity marketing insurance agency focused on distributing supplemental insurance and other voluntary benefits through a proprietary network of retired teacher, educator, and public employee associations across the United States. The Company partners with established carriers and utilizes a salesforce of captive agents to distribute a portfolio of products, including vision, dental, long-term care, annuities, cancer, emergency medical transportation, Medicare supplement, heart, life, and accident insurance.
BBB supplies non-discretionary replacement parts in the North American automotive aftermarket, primarily focused on the do-it-for-me (“DIFM”) light vehicle aftermarket and serves vehicle owners, professional technicians and franchised dealers. BBB Industries has a broad product offering, including starters, alternators, hydraulic steering, brake calipers, electric power assisted steering (“EPAS”) and turbochargers.
Brook + Whittle is a leading North American manufacturer of premium prime label solutions with highly differentiated capabilities, entrusted by some of the most well-known brands. The Company provides pressure-sensitive labels, shrink sleeves and flexible packaging, with a focus on sustainable solutions and decorative effects requiring significant technical expertise. With a heritage rooted in product development and comprehensive in-house manufacturing, the Company draws on its wide variety of specialized printing expertise, including flexographic, rotogravure, and digital.
Bullhorn is the market leading software vendor exclusively focused on the staffing and recruitment industry. The company provides mission critical software including CRM, applicant tracking system, vendor management system access, onboarding, and back office automation for over 6,600 customers.
Cerity Partners is a leading provider of comprehensive financial management services to a diverse spectrum of High Net Worth (“HNW”) individuals and their families, businesses and their executives, and nonprofit organizations. The Company’s holistic approach to wealth management includes investment and non-investment services such as tax, estate, and insurance planning. Additionally, Cerity serves businesses and non-profits through its retirement plan advisory offerings, and its unique executive financial counseling (“EFC”) solution.
Cetera Financial Group is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Key services include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
Clarience Technologies is a major producer of forward and safety lighting, wiring harnesses, turn signal switches and safety accessories for the medium- and heavy-duty truck, trailer and commercial vehicle industries. The company also designs and manufactures Road Ready® telematics systems for heavy- and light-duty trailers and off-road industrial usage; fuel filtration and water separation systems; and rugged LED lighting for the off-road and marine industries.
Community Brands is a leading provider of cloud-based software solutions for faith-based organizations. The company’s comprehensive product suite includes e-giving platforms, church management software, financial and accounting systems, and website and content management.
ConnectiveRx (formerly PSKW-PDR) is a healthcare software and payments company that provides patient and provider support, with access and adherence solutions for specialty and branded medications. The Company’s services include a patient engagement and support platform, patient and provider adherence messaging, and patient affordability programs. ConnectiveRx’s wide array of services and innovative solutions accelerate speed-to-therapy, by increasing access and adherence, resulting in improved outcomes for patients and healthcare overall.
Cyncly is a global provider of specialized computer-aided design (CAD), configure, price, quote (CPQ) and enterprise solutions dedicated to interior design, space planning and furniture manufacturing. Cyncly’s mission-critical applications provide end-to-end solutions designed to optimize efficiency and improve productivity for the Company’s vast global network of customers, which includes more than 50,000 independent kitchen and bath dealers as well as many of the world’s largest home improvement retailers and manufacturers.
Daxko is a provider of member management software and integrated payments solutions to the health and wellness market. Daxko’s customers include enterprise health clubs, boutique fitness studios, affiliate gyms, campus recreation facilities, integrated wellness centers, YMCAs, and JCCs. Since 1998, the company has grown to serve customers spanning 140+ countries, nearly 17,000 facilities, and over 25 million+ members.
Docupace is a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors. Financial services firms use the Docupace Platform to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
Enverus is the leading provider of business-critical insights to the energy, power, and commodities end markets. Its SaaS solutions deliver value across upstream, midstream and downstream markets, empowering exploration and production (E&P), oilfield services, midstream, utilities, trading and risk, and capital markets companies to be more collaborative, efficient, and competitive.
Flourish is a leading clinical trial site management organization (SMO) with expertise across a variety of therapeutic areas, trial phases, and customer types. The Company’s integrated network of sites and principal investigators conduct over 1,000 unique studies spanning all phases of clinical trial research and is supported by centralized leadership, technology platform and recruiting capabilities.
Inside Real Estate is a rapidly growing provider of residential real estate software, offering solutions for the front and back offices of brokerages and teams. IRE’s flagship platform (kvCORE) enables agents to build their brands and grow their business through CRM, listing tools, and transaction workflow; it also offers an agent-focused marketplace with proprietary and third-party products used to drive additional exposure of the broker or agent’s existing listings and generate new leads.
insightsoftware helps companies turn their financial and operational data into better business outcomes that drive growth and ROI. insightsoftware’s reporting and performance management solutions provide users with real-time and drill-down access to insights in an efficient, cost-effective and secure manner. The Company’s products support over 130 tier 1 and tier 2 ERP systems for more than 25,000 customers.
JSSI is the leading independent provider of maintenance support and financial services to the business aviation industry. The Company supports thousands of business jets and helicopters across the globe through its maintenance programs and software and serves customers through an infrastructure of certified technical advisors. JSSI leverages this technical knowledge, experience, buying power and data to provide support at every stage of the aircraft lifecycle, from aircraft acquisition to aircraft teardown and part out.
Lightspeed Systems (“Lightspeed”), is a trusted partner in learning safety and effectiveness for the K-12 market. The Lightspeed ecosystem of cloud-based solutions provides schools worldwide with web filtering, student safety monitoring, classroom management, device management, and analytics solutions.
Likewize is a global provider of cell phone and electronic device protection products and services, resolving hundreds of millions of customer issues each year across insurance, warranty, repairs, trade-ins, recycling, and premium tech support. The Company serves a wide array of clients including carriers, financial institutions, retailers, and mobile phone OEMs across the world.
Marcone is the leading distributor of OEM branded residential appliance repair parts. Marcone has distribution agreements with all the leading OEMs and a multi-channel sales strategy across service providers, extended warranty providers, internet/DIY users and property managers. Marcone’s availability model includes a long tail of 75,000+ SKUs used by 20,000+ service providers who service ~15 million homes annually.
MASA Global (“MASA”) offers pre-paid membership programs providing coverage for medical emergency transportation services, including ground ambulance, helicopter, and chartered aircraft between healthcare providers both domestically and internationally. Memberships are currently sold through five well-established sales channels: direct-to-consumer, employers, international, third party brokers, and funeral homes / final expense providers.
Mercer Advisors is a leading independent RIA with over 30 years of wealth management experience. The company primarily services the mass-affluent and high-net-worth clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions, including: financial planning, investment management, tax management, retirement income and benefits planning, and estate planning.
Numerix is a leading provider of innovative capital markets technology solutions and real-time intelligence applications for trading and risk management. Its mission critical technology supports decision making from pre-trade price discovery through XVA trading, market and counterparty credit risk management across all asset classes.
Obsidian Insurance Holdings (“Obsidian”) is an insurance fronting platform built to support the increasing market need of Managing General Agents, Managing General Underwriters, and program managers that want to connect with reinsurers that seek primary layer access. Obsidian operates an A.M. Best rated “A-“ insurance carrier subsidiary to source, underwrite, and manage a diverse portfolio of property, casualty, and specialty insurance programs, while reinsuring the majority of the business to select reinsurers.
OEConnection (“OEC”) is the leading global automotive technology provider for OEM distribution networks. Its suite of SaaS ecommerce, pricing, supply chain, business intelligence, parts cataloging and data products help automakers and their dealer networks sell more OE parts in the collision, fleet, mechanical and retail segments, as well as dealers’ own service lanes. OEC serves more than 30,000 auto dealers globally, 36 global OEM brands and more than 135,000 global auto repairers. The Company is headquartered in the greater Cleveland area in Richfield, Ohio.
Orion Advisor Solutions is a leading provider of integrated wealth management software and turnkey asset management solutions, serving independent fiduciary advisors across the United States. The Orion Advisor Solutions brand entities create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success.
OTC Industrial Technologies is a leading industrial distributor of highly engineered products including motion control, pumps, finishing products, robotics, motors, and air compressors. OTC serves over 13,000 customers across diverse end markets, providing highly technical sales consultation and aftermarket repair and services. OTC provides customers with turnkey solutions that improve uptime, labor safety, and energy conservation by Driving Efficiency Forward. Founded in 1963 and headquartered in Columbus, Ohio, OTC’s geographic footprint includes over 60 locations, along with nearly 40 service shops. OTC employs over 1600 employees across the United States.
PDI provides enterprise software and solutions to the leading convenience retailers, wholesale petroleum marketers and logistics carriers. Over 1,200 customers in more than 50 countries rely on PDI’s software for retail, wholesale and logistics automation, financial reporting, business insights, workforce management and end-to-end fuel supply chain.
Procure Analytics is the leading software-centric, data-forward group purchasing organization for MRO and Packaging, leveraging $1B+ in buying power to achieve savings for member companies. PA’s team leads change management, drives adoption, and increases compliance at member locations, while providing analytical tools, savings reporting, and buyer training to drive continuous value growth for SMEs to Fortune 100 companies.
Prometheus is an industry leading provider of comprehensive and intuitive plant maintenance operations and optimization software. Its solutions utilize data analytics to deliver a uniform experience across the platform and are trusted by the largest asset-intensive companies in the world operating in the oil & gas, chemical, pulp & paper, mining & metals, and utilities industries. Founded in 1998 and based in Raleigh, NC, the company has a global operating footprint and customer base and has over 300 employees.
The SEER Group (“SEER”) is a leading provider of home services, including heating, ventilation, and air conditioning (“HVAC”), along with electrical and plumbing. SEER is headquartered in Seattle, WA and operates through 700+ trained technicians across the Pacific Northwest and Western U.S markets.
Signant Health was formed in 2018 by the merger of CRF Health and Bracket to provide life science companies with patient-centric technology solutions that advance clinical research and transform the patient experience. The company’s integrated suite of applications combine advanced analytics and therapeutic area-specific scientific consulting, and are trusted by pharmaceutical companies of all sizes, including all of the top 20 pharmas, as well as CROs, biotechs, and academic institutions on over 4,000 global clinical trials.
Sonny’s is the leading manufacturer of conveyorized car wash systems with a complete, integrated suite of equipment, controls, aftermarket parts and chemicals. The Company serves both small independents and large national car wash chains throughout the United States as the only one-stop provider of end-to-end car wash solutions for new investors and existing operators, including education, proformas and consulting, and local services and support. Headquartered in Tamarac, FL, Sonny’s draws on 40+ years of industry leadership to drive deep relationships with its over 6,000 active customers nationwide.
Stack Sports is a provider of owned and operated camps, classes, events and after-school programs at the recreational level. Additionally, we provide related administrative support solutions, including hotel and travel-related services, to participants in and organizers of camps and events.
Tecomet is a leading precision contract manufacturer of complex components for the medical device and aerospace & defense industries. The Company produces orthopedic implants, highly-engineered surgical instruments, trauma plates and photochemical etched products for medical device customers. For the aerospace & defense industry, Tecomet manufactures precision components used in missile and satellite propulsion systems, vision systems, and infrared applications. Tecomet was founded in 1964 and is based in Wilmington, Massachusetts.
Tekni-Plex is a leading global manufacturer of highly engineered products, components and materials for niche healthcare, specialty packaging, and food packaging applications. The Company’s products include medical tubing and compounds, pharma barrier films, dispensing components, closure liners and protective packaging, and primarily serve the medical & pharmaceutical, food & beverage, household & industrial, and personal care end markets.
Telestream provides digital video software and workflow solutions that allow consumers and businesses to transform video content on the desktop and across the enterprise. Most of the world’s leading media and entertainment companies, as well as users in a broad range of business environments, rely on Telestream products to streamline operations, reach broader audiences and generate more revenue from their media. Telestream products span the entire digital media lifecycle, including media ingest, post production, transcoding; captioning, multiplatform delivery and live streaming; as well as automation and orchestration of the entire workflow.
Vector Solutions is the leading provider of award-winning, intelligent SaaS solutions that help organizations and individuals operate at the highest level and prepare for more challenging workplaces and environments. Providing industry-focused solutions that connect information and technology, its unique product set includes training management, continuing education (CE), compliance training, workforce scheduling, safety management, and more.
Abracon is an industry leader in passive electronic components, providing timing devices, RF & antenna, and inductor & connectivity solutions through a global distribution network. Abracon enables innovative, connected IoT solutions in markets spanning data communication, transportation, industrial, medical, aerospace, defense, and beyond.
ACA is a leading end-to-end provider of technology-enabled GRC solutions to the financial services industry. ACA’s offerings include regulatory compliance, distribution solutions, performance solutions, RegTech, risk and cybersecurity advisory, and ESG advisory. The company serves over 6,000 clients, including private equity firms, hedge funds, traditional asset managers, wealth managers, and diversified financial institutions.
Advarra is a leading provider of institutional review board (IRB), institutional biosafety committee (IBC) and research quality and compliance services, which are mandated by regulatory agencies for all trial protocols, patient forms, site initiations and trial modifications. The Company serves leading pharmaceutical, biotechnology, medical device and contract research organizations (CROs), as well as academic medical centers, hospital systems, investigative site networks, and therapeutic research consortia, and has relationships with over 3,200 institutional sites.
AffiniPay is a leading cloud-based provider of practice management software, integrated payments and embedded fintech solutions for small and midsize businesses, with a market-leading position in the legal end market. Since 2005, the Company has grown to serve over 90,000+ clients spanning legal, accounting, association, and other professional service verticals in North America.
Alera Group (“Alera”) is an employee benefits and insurance brokerage platform originally formed through the merger of 24 entrepreneurial and high performing independent agencies. Alera is currently one of the largest privately held insurance brokerage firms in the U.S. It has over 750 employees and serves more than 20,000 clients nationally through a local distribution model.
AmeriLife provides outsourced distribution of insurance and retirement solutions to the U.S. senior market, marketing and distributing a holistic suite of health insurance, life insurance, annuity and retirement planning solutions and services through independent and career agents.
Founded in 1998, Amwins Group, Inc. is one of the largest independent wholesale distributors of specialty insurance products in the world. With over 125 U.S. and 19 international office locations, Amwins maintains relationships with 25,000+ retail agencies and a wide range of carriers. The Company operates through five divisions: Wholesale Brokerage, Access, Specialty Underwriting, Group Benefits, and International.
Aperture is a national provider of forensic engineering and expert services to law firms, insurance companies, and corporations. The company serves clients in litigation by identifying root causes, establishing severity, and assisting with case building.
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 60+ offices across 30+ countries worldwide, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution.
Arrowhead Engineered Products is a leading global provider of non-discretionary, proprietary-branded, aftermarket replacement parts. The Company provides mission-critical parts for outdoor power equipment, powersports, agriculture, industrial, golf & marine as well as on-road end markets through a family of well-known brands. Arrowhead delivers a superior value proposition built around product quality, supply chain and customer service. AEP is headquartered in Blaine, MN and has a facility footprint across North America and Europe.
Ascensus is a technology‐enabled service provider focused on recordkeeping and administration in the U.S. qualified retirement (e.g. 401(k) plans) and 529 plan markets. The Company offers independent, low cost operating platforms for intermediaries selling 529 and micro to small sized retirement plans. Ascensus is headquartered in Dresher, PA
Association Member Benefits Advisors (“AMBA”) is a national affinity marketing insurance agency focused on distributing supplemental insurance and other voluntary benefits through a proprietary network of retired teacher, educator, and public employee associations across the United States. The Company partners with established carriers and utilizes a salesforce of captive agents to distribute a portfolio of products, including vision, dental, long-term care, annuities, cancer, emergency medical transportation, Medicare supplement, heart, life, and accident insurance.
BBB supplies non-discretionary replacement parts in the North American automotive aftermarket, primarily focused on the do-it-for-me (“DIFM”) light vehicle aftermarket and serves vehicle owners, professional technicians and franchised dealers. BBB Industries has a broad product offering, including starters, alternators, hydraulic steering, brake calipers, electric power assisted steering (“EPAS”) and turbochargers.
Brook + Whittle is a leading North American manufacturer of premium prime label solutions with highly differentiated capabilities, entrusted by some of the most well-known brands. The Company provides pressure-sensitive labels, shrink sleeves and flexible packaging, with a focus on sustainable solutions and decorative effects requiring significant technical expertise. With a heritage rooted in product development and comprehensive in-house manufacturing, the Company draws on its wide variety of specialized printing expertise, including flexographic, rotogravure, and digital.
Bullhorn is the market leading software vendor exclusively focused on the staffing and recruitment industry. The company provides mission critical software including CRM, applicant tracking system, vendor management system access, onboarding, and back office automation for over 6,600 customers.
Cerity Partners is a leading provider of comprehensive financial management services to a diverse spectrum of High Net Worth (“HNW”) individuals and their families, businesses and their executives, and nonprofit organizations. The Company’s holistic approach to wealth management includes investment and non-investment services such as tax, estate, and insurance planning. Additionally, Cerity serves businesses and non-profits through its retirement plan advisory offerings, and its unique executive financial counseling (“EFC”) solution.
Cetera Financial Group is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Key services include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
Clarience Technologies is a major producer of forward and safety lighting, wiring harnesses, turn signal switches and safety accessories for the medium- and heavy-duty truck, trailer and commercial vehicle industries. The company also designs and manufactures Road Ready® telematics systems for heavy- and light-duty trailers and off-road industrial usage; fuel filtration and water separation systems; and rugged LED lighting for the off-road and marine industries.
Community Brands is a leading provider of cloud-based software solutions for faith-based organizations. The company’s comprehensive product suite includes e-giving platforms, church management software, financial and accounting systems, and website and content management.
ConnectiveRx (formerly PSKW-PDR) is a healthcare software and payments company that provides patient and provider support, with access and adherence solutions for specialty and branded medications. The Company’s services include a patient engagement and support platform, patient and provider adherence messaging, and patient affordability programs. ConnectiveRx’s wide array of services and innovative solutions accelerate speed-to-therapy, by increasing access and adherence, resulting in improved outcomes for patients and healthcare overall.
Cyncly is a global provider of specialized computer-aided design (CAD), configure, price, quote (CPQ) and enterprise solutions dedicated to interior design, space planning and furniture manufacturing. Cyncly’s mission-critical applications provide end-to-end solutions designed to optimize efficiency and improve productivity for the Company’s vast global network of customers, which includes more than 50,000 independent kitchen and bath dealers as well as many of the world’s largest home improvement retailers and manufacturers.
Daxko is a provider of member management software and integrated payments solutions to the health and wellness market. Daxko’s customers include enterprise health clubs, boutique fitness studios, affiliate gyms, campus recreation facilities, integrated wellness centers, YMCAs, and JCCs. Since 1998, the company has grown to serve customers spanning 140+ countries, nearly 17,000 facilities, and over 25 million+ members.
Docupace is a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors. Financial services firms use the Docupace Platform to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
Enverus is the leading provider of business-critical insights to the energy, power, and commodities end markets. Its SaaS solutions deliver value across upstream, midstream and downstream markets, empowering exploration and production (E&P), oilfield services, midstream, utilities, trading and risk, and capital markets companies to be more collaborative, efficient, and competitive.
Flourish is a leading clinical trial site management organization (SMO) with expertise across a variety of therapeutic areas, trial phases, and customer types. The Company’s integrated network of sites and principal investigators conduct over 1,000 unique studies spanning all phases of clinical trial research and is supported by centralized leadership, technology platform and recruiting capabilities.
Inside Real Estate is a rapidly growing provider of residential real estate software, offering solutions for the front and back offices of brokerages and teams. IRE’s flagship platform (kvCORE) enables agents to build their brands and grow their business through CRM, listing tools, and transaction workflow; it also offers an agent-focused marketplace with proprietary and third-party products used to drive additional exposure of the broker or agent’s existing listings and generate new leads.
insightsoftware helps companies turn their financial and operational data into better business outcomes that drive growth and ROI. insightsoftware’s reporting and performance management solutions provide users with real-time and drill-down access to insights in an efficient, cost-effective and secure manner. The Company’s products support over 130 tier 1 and tier 2 ERP systems for more than 25,000 customers.
JSSI is the leading independent provider of maintenance support and financial services to the business aviation industry. The Company supports thousands of business jets and helicopters across the globe through its maintenance programs and software and serves customers through an infrastructure of certified technical advisors. JSSI leverages this technical knowledge, experience, buying power and data to provide support at every stage of the aircraft lifecycle, from aircraft acquisition to aircraft teardown and part out.
Lightspeed Systems (“Lightspeed”), is a trusted partner in learning safety and effectiveness for the K-12 market. The Lightspeed ecosystem of cloud-based solutions provides schools worldwide with web filtering, student safety monitoring, classroom management, device management, and analytics solutions.
Likewize is a global provider of cell phone and electronic device protection products and services, resolving hundreds of millions of customer issues each year across insurance, warranty, repairs, trade-ins, recycling, and premium tech support. The Company serves a wide array of clients including carriers, financial institutions, retailers, and mobile phone OEMs across the world.
Marcone is the leading distributor of OEM branded residential appliance repair parts. Marcone has distribution agreements with all the leading OEMs and a multi-channel sales strategy across service providers, extended warranty providers, internet/DIY users and property managers. Marcone’s availability model includes a long tail of 75,000+ SKUs used by 20,000+ service providers who service ~15 million homes annually.
MASA Global (“MASA”) offers pre-paid membership programs providing coverage for medical emergency transportation services, including ground ambulance, helicopter, and chartered aircraft between healthcare providers both domestically and internationally. Memberships are currently sold through five well-established sales channels: direct-to-consumer, employers, international, third party brokers, and funeral homes / final expense providers.
Mercer Advisors is a leading independent RIA with over 30 years of wealth management experience. The company primarily services the mass-affluent and high-net-worth clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions, including: financial planning, investment management, tax management, retirement income and benefits planning, and estate planning.
Numerix is a leading provider of innovative capital markets technology solutions and real-time intelligence applications for trading and risk management. Its mission critical technology supports decision making from pre-trade price discovery through XVA trading, market and counterparty credit risk management across all asset classes.
Obsidian Insurance Holdings (“Obsidian”) is an insurance fronting platform built to support the increasing market need of Managing General Agents, Managing General Underwriters, and program managers that want to connect with reinsurers that seek primary layer access. Obsidian operates an A.M. Best rated “A-“ insurance carrier subsidiary to source, underwrite, and manage a diverse portfolio of property, casualty, and specialty insurance programs, while reinsuring the majority of the business to select reinsurers.
OEConnection (“OEC”) is the leading global automotive technology provider for OEM distribution networks. Its suite of SaaS ecommerce, pricing, supply chain, business intelligence, parts cataloging and data products help automakers and their dealer networks sell more OE parts in the collision, fleet, mechanical and retail segments, as well as dealers’ own service lanes. OEC serves more than 30,000 auto dealers globally, 36 global OEM brands and more than 135,000 global auto repairers. The Company is headquartered in the greater Cleveland area in Richfield, Ohio.
Orion Advisor Solutions is a leading provider of integrated wealth management software and turnkey asset management solutions, serving independent fiduciary advisors across the United States. The Orion Advisor Solutions brand entities create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success.
OTC Industrial Technologies is a leading industrial distributor of highly engineered products including motion control, pumps, finishing products, robotics, motors, and air compressors. OTC serves over 13,000 customers across diverse end markets, providing highly technical sales consultation and aftermarket repair and services. OTC provides customers with turnkey solutions that improve uptime, labor safety, and energy conservation by Driving Efficiency Forward. Founded in 1963 and headquartered in Columbus, Ohio, OTC’s geographic footprint includes over 60 locations, along with nearly 40 service shops. OTC employs over 1600 employees across the United States.
PDI provides enterprise software and solutions to the leading convenience retailers, wholesale petroleum marketers and logistics carriers. Over 1,200 customers in more than 50 countries rely on PDI’s software for retail, wholesale and logistics automation, financial reporting, business insights, workforce management and end-to-end fuel supply chain.
Procure Analytics is the leading software-centric, data-forward group purchasing organization for MRO and Packaging, leveraging $1B+ in buying power to achieve savings for member companies. PA’s team leads change management, drives adoption, and increases compliance at member locations, while providing analytical tools, savings reporting, and buyer training to drive continuous value growth for SMEs to Fortune 100 companies.
Prometheus is an industry leading provider of comprehensive and intuitive plant maintenance operations and optimization software. Its solutions utilize data analytics to deliver a uniform experience across the platform and are trusted by the largest asset-intensive companies in the world operating in the oil & gas, chemical, pulp & paper, mining & metals, and utilities industries. Founded in 1998 and based in Raleigh, NC, the company has a global operating footprint and customer base and has over 300 employees.
The SEER Group (“SEER”) is a leading provider of home services, including heating, ventilation, and air conditioning (“HVAC”), along with electrical and plumbing. SEER is headquartered in Seattle, WA and operates through 700+ trained technicians across the Pacific Northwest and Western U.S markets.
Signant Health was formed in 2018 by the merger of CRF Health and Bracket to provide life science companies with patient-centric technology solutions that advance clinical research and transform the patient experience. The company’s integrated suite of applications combine advanced analytics and therapeutic area-specific scientific consulting, and are trusted by pharmaceutical companies of all sizes, including all of the top 20 pharmas, as well as CROs, biotechs, and academic institutions on over 4,000 global clinical trials.
Sonny’s is the leading manufacturer of conveyorized car wash systems with a complete, integrated suite of equipment, controls, aftermarket parts and chemicals. The Company serves both small independents and large national car wash chains throughout the United States as the only one-stop provider of end-to-end car wash solutions for new investors and existing operators, including education, proformas and consulting, and local services and support. Headquartered in Tamarac, FL, Sonny’s draws on 40+ years of industry leadership to drive deep relationships with its over 6,000 active customers nationwide.
Stack Sports is a provider of owned and operated camps, classes, events and after-school programs at the recreational level. Additionally, we provide related administrative support solutions, including hotel and travel-related services, to participants in and organizers of camps and events.
Tecomet is a leading precision contract manufacturer of complex components for the medical device and aerospace & defense industries. The Company produces orthopedic implants, highly-engineered surgical instruments, trauma plates and photochemical etched products for medical device customers. For the aerospace & defense industry, Tecomet manufactures precision components used in missile and satellite propulsion systems, vision systems, and infrared applications. Tecomet was founded in 1964 and is based in Wilmington, Massachusetts.
Tekni-Plex is a leading global manufacturer of highly engineered products, components and materials for niche healthcare, specialty packaging, and food packaging applications. The Company’s products include medical tubing and compounds, pharma barrier films, dispensing components, closure liners and protective packaging, and primarily serve the medical & pharmaceutical, food & beverage, household & industrial, and personal care end markets.
Telestream provides digital video software and workflow solutions that allow consumers and businesses to transform video content on the desktop and across the enterprise. Most of the world’s leading media and entertainment companies, as well as users in a broad range of business environments, rely on Telestream products to streamline operations, reach broader audiences and generate more revenue from their media. Telestream products span the entire digital media lifecycle, including media ingest, post production, transcoding; captioning, multiplatform delivery and live streaming; as well as automation and orchestration of the entire workflow.
Vector Solutions is the leading provider of award-winning, intelligent SaaS solutions that help organizations and individuals operate at the highest level and prepare for more challenging workplaces and environments. Providing industry-focused solutions that connect information and technology, its unique product set includes training management, continuing education (CE), compliance training, workforce scheduling, safety management, and more.
ACA is a leading end-to-end provider of technology-enabled GRC solutions to the financial services industry. ACA’s offerings include regulatory compliance, distribution solutions, performance solutions, RegTech, risk and cybersecurity advisory, and ESG advisory. The company serves over 6,000 clients, including private equity firms, hedge funds, traditional asset managers, wealth managers, and diversified financial institutions.
Alera Group (“Alera”) is an employee benefits and insurance brokerage platform originally formed through the merger of 24 entrepreneurial and high performing independent agencies. Alera is currently one of the largest privately held insurance brokerage firms in the U.S. It has over 750 employees and serves more than 20,000 clients nationally through a local distribution model.
AmeriLife provides outsourced distribution of insurance and retirement solutions to the U.S. senior market, marketing and distributing a holistic suite of health insurance, life insurance, annuity and retirement planning solutions and services through independent and career agents.
Founded in 1998, Amwins Group, Inc. is one of the largest independent wholesale distributors of specialty insurance products in the world. With over 125 U.S. and 19 international office locations, Amwins maintains relationships with 25,000+ retail agencies and a wide range of carriers. The Company operates through five divisions: Wholesale Brokerage, Access, Specialty Underwriting, Group Benefits, and International.
Aperture is a national provider of forensic engineering and expert services to law firms, insurance companies, and corporations. The company serves clients in litigation by identifying root causes, establishing severity, and assisting with case building.
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 60+ offices across 30+ countries worldwide, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution.
Ascensus is a technology‐enabled service provider focused on recordkeeping and administration in the U.S. qualified retirement (e.g. 401(k) plans) and 529 plan markets. The Company offers independent, low cost operating platforms for intermediaries selling 529 and micro to small sized retirement plans. Ascensus is headquartered in Dresher, PA
Association Member Benefits Advisors (“AMBA”) is a national affinity marketing insurance agency focused on distributing supplemental insurance and other voluntary benefits through a proprietary network of retired teacher, educator, and public employee associations across the United States. The Company partners with established carriers and utilizes a salesforce of captive agents to distribute a portfolio of products, including vision, dental, long-term care, annuities, cancer, emergency medical transportation, Medicare supplement, heart, life, and accident insurance.
Cerity Partners is a leading provider of comprehensive financial management services to a diverse spectrum of High Net Worth (“HNW”) individuals and their families, businesses and their executives, and nonprofit organizations. The Company’s holistic approach to wealth management includes investment and non-investment services such as tax, estate, and insurance planning. Additionally, Cerity serves businesses and non-profits through its retirement plan advisory offerings, and its unique executive financial counseling (“EFC”) solution.
Cetera Financial Group is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Key services include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
Community Brands is a leading provider of cloud-based software solutions for faith-based organizations. The company’s comprehensive product suite includes e-giving platforms, church management software, financial and accounting systems, and website and content management.
Docupace is a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors. Financial services firms use the Docupace Platform to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
JSSI is the leading independent provider of maintenance support and financial services to the business aviation industry. The Company supports thousands of business jets and helicopters across the globe through its maintenance programs and software and serves customers through an infrastructure of certified technical advisors. JSSI leverages this technical knowledge, experience, buying power and data to provide support at every stage of the aircraft lifecycle, from aircraft acquisition to aircraft teardown and part out.
Likewize is a global provider of cell phone and electronic device protection products and services, resolving hundreds of millions of customer issues each year across insurance, warranty, repairs, trade-ins, recycling, and premium tech support. The Company serves a wide array of clients including carriers, financial institutions, retailers, and mobile phone OEMs across the world.
MASA Global (“MASA”) offers pre-paid membership programs providing coverage for medical emergency transportation services, including ground ambulance, helicopter, and chartered aircraft between healthcare providers both domestically and internationally. Memberships are currently sold through five well-established sales channels: direct-to-consumer, employers, international, third party brokers, and funeral homes / final expense providers.
Mercer Advisors is a leading independent RIA with over 30 years of wealth management experience. The company primarily services the mass-affluent and high-net-worth clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions, including: financial planning, investment management, tax management, retirement income and benefits planning, and estate planning.
Numerix is a leading provider of innovative capital markets technology solutions and real-time intelligence applications for trading and risk management. Its mission critical technology supports decision making from pre-trade price discovery through XVA trading, market and counterparty credit risk management across all asset classes.
Obsidian Insurance Holdings (“Obsidian”) is an insurance fronting platform built to support the increasing market need of Managing General Agents, Managing General Underwriters, and program managers that want to connect with reinsurers that seek primary layer access. Obsidian operates an A.M. Best rated “A-“ insurance carrier subsidiary to source, underwrite, and manage a diverse portfolio of property, casualty, and specialty insurance programs, while reinsuring the majority of the business to select reinsurers.
Orion Advisor Solutions is a leading provider of integrated wealth management software and turnkey asset management solutions, serving independent fiduciary advisors across the United States. The Orion Advisor Solutions brand entities create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success.
Advarra is a leading provider of institutional review board (IRB), institutional biosafety committee (IBC) and research quality and compliance services, which are mandated by regulatory agencies for all trial protocols, patient forms, site initiations and trial modifications. The Company serves leading pharmaceutical, biotechnology, medical device and contract research organizations (CROs), as well as academic medical centers, hospital systems, investigative site networks, and therapeutic research consortia, and has relationships with over 3,200 institutional sites.
Association Member Benefits Advisors (“AMBA”) is a national affinity marketing insurance agency focused on distributing supplemental insurance and other voluntary benefits through a proprietary network of retired teacher, educator, and public employee associations across the United States. The Company partners with established carriers and utilizes a salesforce of captive agents to distribute a portfolio of products, including vision, dental, long-term care, annuities, cancer, emergency medical transportation, Medicare supplement, heart, life, and accident insurance.
ConnectiveRx (formerly PSKW-PDR) is a healthcare software and payments company that provides patient and provider support, with access and adherence solutions for specialty and branded medications. The Company’s services include a patient engagement and support platform, patient and provider adherence messaging, and patient affordability programs. ConnectiveRx’s wide array of services and innovative solutions accelerate speed-to-therapy, by increasing access and adherence, resulting in improved outcomes for patients and healthcare overall.
Flourish is a leading clinical trial site management organization (SMO) with expertise across a variety of therapeutic areas, trial phases, and customer types. The Company’s integrated network of sites and principal investigators conduct over 1,000 unique studies spanning all phases of clinical trial research and is supported by centralized leadership, technology platform and recruiting capabilities.
Signant Health was formed in 2018 by the merger of CRF Health and Bracket to provide life science companies with patient-centric technology solutions that advance clinical research and transform the patient experience. The company’s integrated suite of applications combine advanced analytics and therapeutic area-specific scientific consulting, and are trusted by pharmaceutical companies of all sizes, including all of the top 20 pharmas, as well as CROs, biotechs, and academic institutions on over 4,000 global clinical trials.
Tecomet is a leading precision contract manufacturer of complex components for the medical device and aerospace & defense industries. The Company produces orthopedic implants, highly-engineered surgical instruments, trauma plates and photochemical etched products for medical device customers. For the aerospace & defense industry, Tecomet manufactures precision components used in missile and satellite propulsion systems, vision systems, and infrared applications. Tecomet was founded in 1964 and is based in Wilmington, Massachusetts.
Abracon is an industry leader in passive electronic components, providing timing devices, RF & antenna, and inductor & connectivity solutions through a global distribution network. Abracon enables innovative, connected IoT solutions in markets spanning data communication, transportation, industrial, medical, aerospace, defense, and beyond.
Arrowhead Engineered Products is a leading global provider of non-discretionary, proprietary-branded, aftermarket replacement parts. The Company provides mission-critical parts for outdoor power equipment, powersports, agriculture, industrial, golf & marine as well as on-road end markets through a family of well-known brands. Arrowhead delivers a superior value proposition built around product quality, supply chain and customer service. AEP is headquartered in Blaine, MN and has a facility footprint across North America and Europe.
BBB supplies non-discretionary replacement parts in the North American automotive aftermarket, primarily focused on the do-it-for-me (“DIFM”) light vehicle aftermarket and serves vehicle owners, professional technicians and franchised dealers. BBB Industries has a broad product offering, including starters, alternators, hydraulic steering, brake calipers, electric power assisted steering (“EPAS”) and turbochargers.
Brook + Whittle is a leading North American manufacturer of premium prime label solutions with highly differentiated capabilities, entrusted by some of the most well-known brands. The Company provides pressure-sensitive labels, shrink sleeves and flexible packaging, with a focus on sustainable solutions and decorative effects requiring significant technical expertise. With a heritage rooted in product development and comprehensive in-house manufacturing, the Company draws on its wide variety of specialized printing expertise, including flexographic, rotogravure, and digital.
Clarience Technologies is a major producer of forward and safety lighting, wiring harnesses, turn signal switches and safety accessories for the medium- and heavy-duty truck, trailer and commercial vehicle industries. The company also designs and manufactures Road Ready® telematics systems for heavy- and light-duty trailers and off-road industrial usage; fuel filtration and water separation systems; and rugged LED lighting for the off-road and marine industries.
Marcone is the leading distributor of OEM branded residential appliance repair parts. Marcone has distribution agreements with all the leading OEMs and a multi-channel sales strategy across service providers, extended warranty providers, internet/DIY users and property managers. Marcone’s availability model includes a long tail of 75,000+ SKUs used by 20,000+ service providers who service ~15 million homes annually.
OTC Industrial Technologies is a leading industrial distributor of highly engineered products including motion control, pumps, finishing products, robotics, motors, and air compressors. OTC serves over 13,000 customers across diverse end markets, providing highly technical sales consultation and aftermarket repair and services. OTC provides customers with turnkey solutions that improve uptime, labor safety, and energy conservation by Driving Efficiency Forward. Founded in 1963 and headquartered in Columbus, Ohio, OTC’s geographic footprint includes over 60 locations, along with nearly 40 service shops. OTC employs over 1600 employees across the United States.
The SEER Group (“SEER”) is a leading provider of home services, including heating, ventilation, and air conditioning (“HVAC”), along with electrical and plumbing. SEER is headquartered in Seattle, WA and operates through 700+ trained technicians across the Pacific Northwest and Western U.S markets.
Sonny’s is the leading manufacturer of conveyorized car wash systems with a complete, integrated suite of equipment, controls, aftermarket parts and chemicals. The Company serves both small independents and large national car wash chains throughout the United States as the only one-stop provider of end-to-end car wash solutions for new investors and existing operators, including education, proformas and consulting, and local services and support. Headquartered in Tamarac, FL, Sonny’s draws on 40+ years of industry leadership to drive deep relationships with its over 6,000 active customers nationwide.
Tecomet is a leading precision contract manufacturer of complex components for the medical device and aerospace & defense industries. The Company produces orthopedic implants, highly-engineered surgical instruments, trauma plates and photochemical etched products for medical device customers. For the aerospace & defense industry, Tecomet manufactures precision components used in missile and satellite propulsion systems, vision systems, and infrared applications. Tecomet was founded in 1964 and is based in Wilmington, Massachusetts.
Tekni-Plex is a leading global manufacturer of highly engineered products, components and materials for niche healthcare, specialty packaging, and food packaging applications. The Company’s products include medical tubing and compounds, pharma barrier films, dispensing components, closure liners and protective packaging, and primarily serve the medical & pharmaceutical, food & beverage, household & industrial, and personal care end markets.
AffiniPay is a leading cloud-based provider of practice management software, integrated payments and embedded fintech solutions for small and midsize businesses, with a market-leading position in the legal end market. Since 2005, the Company has grown to serve over 90,000+ clients spanning legal, accounting, association, and other professional service verticals in North America.
Bullhorn is the market leading software vendor exclusively focused on the staffing and recruitment industry. The company provides mission critical software including CRM, applicant tracking system, vendor management system access, onboarding, and back office automation for over 6,600 customers.
Community Brands is a leading provider of cloud-based software solutions for faith-based organizations. The company’s comprehensive product suite includes e-giving platforms, church management software, financial and accounting systems, and website and content management.
ConnectiveRx (formerly PSKW-PDR) is a healthcare software and payments company that provides patient and provider support, with access and adherence solutions for specialty and branded medications. The Company’s services include a patient engagement and support platform, patient and provider adherence messaging, and patient affordability programs. ConnectiveRx’s wide array of services and innovative solutions accelerate speed-to-therapy, by increasing access and adherence, resulting in improved outcomes for patients and healthcare overall.
Cyncly is a global provider of specialized computer-aided design (CAD), configure, price, quote (CPQ) and enterprise solutions dedicated to interior design, space planning and furniture manufacturing. Cyncly’s mission-critical applications provide end-to-end solutions designed to optimize efficiency and improve productivity for the Company’s vast global network of customers, which includes more than 50,000 independent kitchen and bath dealers as well as many of the world’s largest home improvement retailers and manufacturers.
Daxko is a provider of member management software and integrated payments solutions to the health and wellness market. Daxko’s customers include enterprise health clubs, boutique fitness studios, affiliate gyms, campus recreation facilities, integrated wellness centers, YMCAs, and JCCs. Since 1998, the company has grown to serve customers spanning 140+ countries, nearly 17,000 facilities, and over 25 million+ members.
Enverus is the leading provider of business-critical insights to the energy, power, and commodities end markets. Its SaaS solutions deliver value across upstream, midstream and downstream markets, empowering exploration and production (E&P), oilfield services, midstream, utilities, trading and risk, and capital markets companies to be more collaborative, efficient, and competitive.
Inside Real Estate is a rapidly growing provider of residential real estate software, offering solutions for the front and back offices of brokerages and teams. IRE’s flagship platform (kvCORE) enables agents to build their brands and grow their business through CRM, listing tools, and transaction workflow; it also offers an agent-focused marketplace with proprietary and third-party products used to drive additional exposure of the broker or agent’s existing listings and generate new leads.
insightsoftware helps companies turn their financial and operational data into better business outcomes that drive growth and ROI. insightsoftware’s reporting and performance management solutions provide users with real-time and drill-down access to insights in an efficient, cost-effective and secure manner. The Company’s products support over 130 tier 1 and tier 2 ERP systems for more than 25,000 customers.
Lightspeed Systems (“Lightspeed”), is a trusted partner in learning safety and effectiveness for the K-12 market. The Lightspeed ecosystem of cloud-based solutions provides schools worldwide with web filtering, student safety monitoring, classroom management, device management, and analytics solutions.
Numerix is a leading provider of innovative capital markets technology solutions and real-time intelligence applications for trading and risk management. Its mission critical technology supports decision making from pre-trade price discovery through XVA trading, market and counterparty credit risk management across all asset classes.
OEConnection (“OEC”) is the leading global automotive technology provider for OEM distribution networks. Its suite of SaaS ecommerce, pricing, supply chain, business intelligence, parts cataloging and data products help automakers and their dealer networks sell more OE parts in the collision, fleet, mechanical and retail segments, as well as dealers’ own service lanes. OEC serves more than 30,000 auto dealers globally, 36 global OEM brands and more than 135,000 global auto repairers. The Company is headquartered in the greater Cleveland area in Richfield, Ohio.
PDI provides enterprise software and solutions to the leading convenience retailers, wholesale petroleum marketers and logistics carriers. Over 1,200 customers in more than 50 countries rely on PDI’s software for retail, wholesale and logistics automation, financial reporting, business insights, workforce management and end-to-end fuel supply chain.
Procure Analytics is the leading software-centric, data-forward group purchasing organization for MRO and Packaging, leveraging $1B+ in buying power to achieve savings for member companies. PA’s team leads change management, drives adoption, and increases compliance at member locations, while providing analytical tools, savings reporting, and buyer training to drive continuous value growth for SMEs to Fortune 100 companies.
Prometheus is an industry leading provider of comprehensive and intuitive plant maintenance operations and optimization software. Its solutions utilize data analytics to deliver a uniform experience across the platform and are trusted by the largest asset-intensive companies in the world operating in the oil & gas, chemical, pulp & paper, mining & metals, and utilities industries. Founded in 1998 and based in Raleigh, NC, the company has a global operating footprint and customer base and has over 300 employees.
Stack Sports is a provider of owned and operated camps, classes, events and after-school programs at the recreational level. Additionally, we provide related administrative support solutions, including hotel and travel-related services, to participants in and organizers of camps and events.
Telestream provides digital video software and workflow solutions that allow consumers and businesses to transform video content on the desktop and across the enterprise. Most of the world’s leading media and entertainment companies, as well as users in a broad range of business environments, rely on Telestream products to streamline operations, reach broader audiences and generate more revenue from their media. Telestream products span the entire digital media lifecycle, including media ingest, post production, transcoding; captioning, multiplatform delivery and live streaming; as well as automation and orchestration of the entire workflow.
Vector Solutions is the leading provider of award-winning, intelligent SaaS solutions that help organizations and individuals operate at the highest level and prepare for more challenging workplaces and environments. Providing industry-focused solutions that connect information and technology, its unique product set includes training management, continuing education (CE), compliance training, workforce scheduling, safety management, and more.
2-10 HBW offers two warranty products: Home Service Contracts and New Home Structural Warranties. The Home Service Contract (home warranty) covers the cost of repair or replacement on major home systems and appliances, sold to homeowners through a network of real estate partners at the point of transaction and a rapidly growing direct-to-consumer channel. The New Home Structural Warranty is an insurance-backed warranty and provides the homeowner 10 years of coverage for structural failures while transferring the home builder’s legal obligation to repair structural issues. With a national footprint, 2-10 HBW actively covers homes in 48 states across the United States, making the Company the #1 provider of new home structural warranties and #2 independent provider of home service contracts. 2-10 HBW headquarters are in Aurora, CO.
Accruent is a global provider of SaaS software for real estate and facilities management across a number of industry vertical end markets including Telecom, Retail, Corporate, Education, Healthcare and Public Sector. The Company offers a full suite of functionality covering a facility’s lifecycle including capital planning, project management, lease administration, space management, and facility management. Accruent’s customers use the Company’s software to assist in managing decision-making across their multiple facilities and /or real estate properties.
Acrisure is a leading retail insurance brokerage. Acrisure offers comprehensive risk management and consulting solutions, including property & casualty, employee benefits, human resource outsourcing, loss & claims management, surety bonding and personal lines coverage. Acrisure was founded in 2005 and is headquartered in Grand Rapids, Michigan.
Altra Industrial Motion, Inc. (“Altra”), is a leading global supplier of quality power transmission and motion control products. Altra products are sold in over 70 countries in a variety of major industrial markets, including food processing, material handling, packaging machinery, mining, energy, automotive, primary metals, turf and garden and many others.
Artivest (formerly Altegris) packages and distributes alternative investments to the retail market. The technology-driven end-to-end Artivest platform connects a wider audience of suitable investors and their advisors with leading alternative investment strategies offered by top-tier private equity, hedge fund, real asset, and managed futures managers across the globe.
AssetMark strategically supports independent financial advisors who build great businesses by providing comprehensive support across the advisors’ entire practice. AssetMark offers a sophisticated investment management platform, robust client relationship tools and support, and innovative practice management programs that combine leading-edge industry research with real-world expertise and experience. The firm has approximately $20 billion in assets on its platform and helps more than 6,000 advisors meet their clients’ wealth management and investment needs.
AWL is a customer acquisition marketing business that procures consumer leads through a variety of online channels – proprietary websites, third-party websites, and other aggregators – and then qualifies and packages those consumers as leads, clicks, and calls to its insurance industry customers. The Company serves the auto, home, health and life insurance markets, works with all of the top 10 personal lines P&C carriers, and has over 16,000 accounts. AWL currently has 550 employees and is headquartered in Austin, Texas where it was founded in 2005.
Axia Health Management LLC (“Axia”) is a population health management company focused on improving the health of individuals in specific population segments through high-yield preventive health interventions and health management programs that improve health, manage risk, and reduce health care costs. Axia provides interventions in physical activity, nutrition and weight management, smoking cessation, stress relief and early detection and screening.
Boyd Corporation is a market-leading designer and manufacturer of highly-engineered, specialty material-based thermal management and environmental sealing solutions ensuring the energy efficiency, durability, safety, and performance of numerous applications around the world. Boyd’s product offering serves a diverse set of end markets including mobile computing, consumer and enterprise electronics, transportation, data storage, medical, and aerospace end markets.
Catalent Pharma Solutions, formerly Pharmaceutical Technologies and Services (“PTS”), a division of Cardinal Health, is the leading contract manufacturing and service provider for the pharmaceutical industry. Among its core offerings, it develops and manufactures oral and sterile medication in nearly all dosage forms, holds patents for softgel (e.g. “Liqui-Caps” and “Vegicaps”) and Zydis fast-dissolve technologies used in many popular prescription and over-the-counter medicine. Catalent is also the largest contract manufacturer of pharmaceuticals.
Confie Seguros is a leading national insurance distribution company primarily focused on the insurance needs of the Hispanic consumer. The experienced Confie Seguros management team, led by insurance veteran CEO John Addeo, continues to build its portfolio of regional auto insurance brokerages, targeting $250 million in revenues. The company has leading market positions in California, Arizona, Texas, and Washington and expects to continue its expansion in those states as well as in other states, including Florida, Georgia, and Nevada.
ConstructConnect is a leading provider of cloud-based software tools, data and analytics toBuilding Product Manufacturers, General Contractors and Subcontractors. ConstructConnect is the premiere bid management software platform helping General Contractors and Subcontractors effectively manage projects in the planning and bidding phases. Additionally, ConstructConnect provides mission critical data, analytics and project leads to Construction Industry market participants.
ECM Industries, LLC is a global manufacturer and supplier of innovative electrical and consumable products for residential repair and maintenance, irrigation and landscape supply and natural gas/cathodic industries. Key product categories include wiring & cable management products, corrosion proof connectors, test instrumentation, construction and industrial lighting, tools, and a wide range of accessories for electrical applications. The Company has a deep reach across multiple sales channels, ranging from retail and professional wholesale distributors to internet, catalog and specialty retail outlets. ECM Industries has a broad portfolio of highly regarded and recognized brand names, including Gardner Bender, Sperry Instruments, King Innovation, Calterm, and Bergen Industries.
eResearch Technology (“ERT”) is a global technology-driven provider of health outcomes research services supporting biopharmaceutical sponsors and Contract Research Organizations (CROs) to achieve their drug development and healthcare objectives. ERT harnesses leading technology coupled with reliable processes and scientific expertise to collect, analyze and report on clinical data to support the determination of health outcomes critical to the approval, labeling and reimbursement of pharmaceutical products. ERT is the acknowledged industry leader in centralized cardiac safety, respiratory efficacy services, electronic Patient Reported Outcomes (ePRO) and Clinical Outcomes Assessment solutions.
At Evolution1®, we simplify the business of healthcare. We do that through innovative healthcare software and payment solutions that administer and manage consumer directed accounts. But we don’t do it alone. Our network of 500 Partner organizations enables us to deliver our industry-leading solution to 80,000 employer groups and 9,500,000 consumers across the country. Together we take the complexity out of defined contribution, HSAs, HRAs, FSAs, VEBAs, PRAs, wellness plans and transit plans. Created with users in mind, our solutions provide a single end-to-end intuitive user experience that reduces costs, saves time and ultimately simplifies the business of healthcare
Financial Horizons Group (“FHG”) is a leading distributor of life insurance products, annuities, structured settlements and other investment products in Canada. FHG is a direct broker and managing general agency that serves as the key conduit for independent insurance brokers to access a multitude of life insurance and financial investment products. The company was formerly known as Granite Global Solutions (“Granite”) and also consisted of a P&C insurance claims services division that was sold to SCM Insurance Services in August 2014.
Fort Dearborn Company is a leading supplier of decorative labels to a diverse group of consumer goods companies in the food and beverage, household/personal care, and paint and coatings industries. The company combines its multiple printing capabilities, broad label product offering and value-added services to deliver a comprehensive range of label solutions to its customers
Infinite Electronics (formerly Infinite RF) is a market-leading supplier of engineering grade radio-frequency (“RF”) technology products, operating under its proprietary brands for a global engineering base. IRF serves the high urgency, technical needs segment of the global RF component market, and differentiates itself through a broad selection of RF components available for same-day shipping, custom cable design and assembly capabilities for 250,000+ unique configurations, and significant technical expertise in bringing new products to the market and providing solutions for R&D engineers. The Company’s global customer base of over 46,000 unique engineers work for companies such as 3M, AT&T, Boeing, Broadcom, and CISCO.
Innovative Aftermarket Systems (“IAS”) is a marketer, administrator and underwriter of vehicle protection products and related services sold through automobile dealers. Headquartered in Austin, TX, IAS offers a comprehensive portfolio of finance and insurance products and services including vehicle service contracts, anti-theft protection, tire and wheel coverage, windshield repair and replacement, key replacement, paintless dent repair, appearance protection systems and guaranteed asset protection (GAP). The Company’s products are offered predominantly through a network of independent agents to automobile dealers in 49 states. In addition, IAS offers its dealers one of the leading technology platforms in the industry.
Institutional Shareholder Services, Inc. (“ISS”) is the world’s leading provider of corporate governance and responsible investment solutions for asset owners, asset managers, hedge funds, asset service providers and public issuers. ISS provides critical, end-to-end workflow software solutions with embedded content for governance and risk management linking the asset owner, asset manager and corporate ecosystems.
Insurity, headquartered in Hartford, CT, is a leading provider of policy administration software solutions for the property and casualty (P&C) insurance industry. The Company provides policy administration, claims, billing, and analytics software to more than 100 insurance companies. Insurity was founded in 1971 and is the market leader in deploying policy administration software and full service solutions to the Commercial Lines insurance market.
MidCap Financial LLC, is a commercial finance company focused on middle market lending to the healthcare industry. The Company offers direct origination in four middle market senior debt products: leveraged lending, real estate lending, asset based lending, and life sciences lending. MidCap targets transactions between $10 million and $200 million. MidCap is headquartered in Bethesda, Maryland, with offices in Chicago and Los Angeles.
MW Industries, Inc. (“MW”), headquartered in Rosemont, Illinois is a leading manufacturer and supplier of highly engineered springs, specialty fasteners and other precision components to more than 23,000 customers across a diverse set of end markets, including medical, aerospace, automotive after-market, petrochemical and heavy truck. The company sells its products using a multi-channel strategy that includes catalogs, distributors and direct sales.
Netsmart is the largest healthcare IT company serving the health and human services sector, the third largest category of spend in healthcare which includes behavioral health, public health, child / family services and substance abuse sectors. The company provides software solutions that support integrated, coordinated delivery of health services across the spectrum of care. More than 23,000 customer organizations, including over 450,000 care providers and more than 40 state systems, use Netsmart solutions to help improve the quality of life for more than 25 million people each day.
Palomar Specialty Insurance (“Palomar”) is a specialty insurance company that provides catastrophe insurance for residential and commercial property. Palomar initially focused on earthquake insurance in earthquake-exposed states including California, Oregon and Washington. Earthquake insurance is an attractive product to underwrite because insureds currently have limited options to purchase earthquake insurance, and earthquake insurance is a class of business unattractive to larger, multi-line insurance companies. Palomar subsequently expanded into Texas and Hawaii wind products and regularly evaluates new product opportunities.
Power Products is a global supplier and manufacturer of a diversified portfolio of branded electrical products to consumers of off-grid power (e.g., boats, RVs, and trucks). The Company has a deep reach across multiple sales channels, ranging from Original Equipment Manufacturers (“OEMs”), big-box retailers and professional wholesale distributors, to internet, catalog and specialty retail outlets.
PRA International, headquartered in Raleigh, North Carolina, is a leading international clinical research organization (CRO) with over 3,000 employees. The company provides services on a contract basis to the pharmaceutical and biotechnology industries. PRA offers comprehensive services including the filing of Investigational New Drug (IND) and similar regulatory applications, management and implementation of Phase I through IV clinical trials, preparation and submission of New Drug Applications (NDAs), and post-marketing surveillance on an international basis.
Pretium Packaging is a leading U.S. manufacturer of customized, short-to-medium volume, rigid plastic packaging solutions. The company produces bottles, containers and closures for the food & specialty beverage, personal care, household products, industrial and pharmaceutical end markets. Pretium serves its customers through ten facilities across the U.S. and Canada, and is based in Saint Louis, Missouri.
Sphera is the largest global provider of software and information services in the operational risk, environmental performance and product stewardship markets. The software allows customers to standardize and automate mission-critical functions such as environmental emissions, compliance reporting, incident prevention and reporting practices, and hazardous material product labeling and tracking. Sphera serves more than 2,500 customers and one million users in 70 countries, helping them optimize workflows and navigate the complex and dynamic global regulatory structure.
Strategic Insight (SI) provides critical data, business intelligence, and information services to the global asset management industry. The Company delivers proprietary data and analytics as well as marketing solutions that target global asset managers. Strategic Insight’s client base includes over 1000 of the most prominent names in the asset management industry, representing more than $20 trillion of global AUM. Its recognized data products include the Simfund Mutual Fund database, Investor Economics, and Plan for Life. Its portfolio of marketing solutions includes brands such as PLANSPONSOR, PLANADVISER, Chief Investment Officer, Global Custodian, and The Trade.
TravelClick is the leading provider of data, technology and media solutions to the global hospitality industry. TravelClick’s suite of products drive demand and increase profitability for leading independent and chain hotels worldwide. The Company offers a full set of solutions including reservations and distribution management, market intelligence-based decision support, and marketing services. Serving the hospitality industry since 1999 and headquartered in New York, NY, TravelClick has more than 12,000 customers in 140 countries.
Woods Equipment Company (“Woods”) headquartered in Oregon, Ill., is a leading full-line manufacturer of attachments and implements for the lawn and landscape, agricultural and construction markets. Woods also distributes a full-line of replacement parts for tractors. Woods’ products are sold through a network of independent dealers throughout North America and are marketed under the brand names Woods, Gill, CF, Alitec, Gannon, Wain-Roy, WoodsCare and Tisco.
