Investment Summary |
|
|---|---|
| Date | 2020-01-01 |
| Target | Vehlo |
| Sector | Software |
| Investor(s) |
PSG
Greater Sum Ventures HarbourVest Partners Lightyear Capital |
| Deal Type | Growth Capital |
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PSG is a growth equity investment firm focused on the software sector. The Firm looks to partner with software and technology-enabled service companies to capitalize on opportunities and accelerate growth. PSG looks to leverage its network and best practice knowledge developed from its history of investing, to implement and execute strategies on guiding companies to the next level. PSG was established in 2014 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 34 of 102 |
| Sector (Software) | 12 of 32 |
| Type (Growth Capital) | 13 of 58 |
| State (Tennessee) | 5 of 5 |
| Country (United States) | 29 of 71 |
| Year (2020) | 3 of 13 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-01 |
PatientNow
Englewood, Colorado, United States PatientNow is a provider of practice management and electronic medical record (EMR) software and payment solutions. PatientNow was founded in 2004 and is based in Englewood, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-04-23 |
Next Glass
Charlotte, North Carolina, United States Next Glass is a global provider of software, content, and experiences in the beverage alcohol industry. Next Glass maintains a network of craft beverage consumers and industry employees. Next Glass was founded in 2013 and is headquartered in Charlotte, North Carolina. |
Buy | - |
Greater Sum Ventures is a private equity firm focused on investing in US-based technology companies. Areas of interest include software, SaaS, technology-enabled information services, and technology-enabled business services. Prospective transaction situations include buyouts, growth capital financings, and recapitalizations. Greater Sum Ventures was formed in 2015 and is headquartered in Knoxville, Tennessee.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 12 |
| Sector (Software) | 4 of 7 |
| Type (Growth Capital) | 2 of 7 |
| State (Tennessee) | 4 of 7 |
| Country (United States) | 5 of 12 |
| Year (2020) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-01-01 |
LivTech
Knoxville, Tennessee, United States LivTech's solutions are dedicated to investing in and providing operational expertise to a growing portfolio of healthcare-oriented software as service (SaaS) companies. The company focuses on the needs of home health agencies, hospice and palliative providers, medical and physician groups, and assisted and senior living communities. LivTech is based in Knoxville, Tennessee. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-05-01 |
ProfitSolv
Knoxville, Tennessee, United States ProfitSolv is a provider of software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering. ProfitSolv is based in Knoxville, Tennessee. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1978 |
| PE ASSETS | 86.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
HarbourVest Partners, LLC is an investment firm that makes investments in new private equity partnerships, acquires secondary interests, and makes direct investments in operating companies. HarbourVest's largest investment area is investments in private equity funds, comprising of approximately 2/3 of HarbourVest's assets. HarbourVest's direct investment group looks for investments in growth oriented businesses at a variety of stages. The Group generally targets co-investments of $5 to $100 million, growth capital financings of $5 to $40 million, or mezzanine commitments of $5 to $20 million. Sectors of interest include software, hardware, data communications, telecommunications, and financial services. HarbourVest was formed in 1997 to assume the business of Hancock Venture Partners which was formed in 1982. HarbourVest Partners is based in Boston, Massachusetts, with additional offices in London, Tokyo, and Hong Kong.
| DEAL STATS | # |
|---|---|
| Overall | 201 of 223 |
| Sector (Software) | 24 of 27 |
| Type (Growth Capital) | 30 of 30 |
| State (Tennessee) | 2 of 3 |
| Country (United States) | 118 of 133 |
| Year (2020) | 1 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-01 |
CRS Solutions
Houston, Texas, United States CRS Solutions is a technology-enabled provider of comprehensive point-of-sale (“POS”) solutions to established single and multi-unit operators in the restaurant, retail, and other hospitality end markets. CRS delivers its highly customized front-of-the-house technology solutions through a recurring service and solutions model for merchants who have complex service needs. CRS Solutions was formed in 1972 and is based in Houston, Texas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-08 |
Lytx
San Diego, California, United States Lytx is a provider of all-in-one video telematics, analytics, safety, and productivity solutions for commercial, public sector, and field services fleets. Lytx customizable services and programs span driver safety, risk detection, fleet tracking, compliance, and fuel management. Lytx was founded in 1998 and is based in San Diego, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 4.1B USD |
| Size | Large |
| Type | Sector Focused |
Lightyear Capital is a specialist private equity firm that pursues brand-name businesses in the financial services sector. Lightyear looks for companies with stable, recurring revenues that operate in growing markets. Transaction strategies include leveraged buyouts, recapitalizations, restructurings and consolidations. Lightyear Capital was formed in 2000 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 35 of 44 |
| Sector (Software) | 3 of 4 |
| Type (Growth Capital) | 4 of 7 |
| State (Tennessee) | 1 of 2 |
| Country (United States) | 30 of 38 |
| Year (2020) | 1 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-31 |
Wealth Enhancement Group
Plymouth, Minnesota, United States Wealth Enhancement Group is a comprehensive wealth management firm that provides team-based financial planning, estate planning, retirement income planning, insurance, tax strategies, and investment management services. Wealth Enhancement Group was founded in 1997 and is based in Plymouth, Minnesota. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-05-01 |
ProfitSolv
Knoxville, Tennessee, United States ProfitSolv is a provider of software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering. ProfitSolv is based in Knoxville, Tennessee. |
Buy | - |
