Investment Summary

Arrowroot Capital, SSM Partners, Teakwood Capital and Escalate Capital Invest In Zift Solutions

On August 31, 2010, private equity firm Arrowroot Capital, growth capital firm SSM Partners, private equity firm Teakwood Capital and mezzanine finance firm Escalate Capital invested in internet software and services company Zift Solutions

Investment Highlights
  • This is Arrowroot Capital’s 1st, SSM Partners’ 2nd, Teakwood Capital’s 3rd and Escalate Capital’s 4th transaction in the Internet Software and Services sector.
  • This is Arrowroot Capital’s 1st, SSM Partners’ 15th, Teakwood Capital’s 7th and Escalate Capital’s 13th transaction in the United States.
  • This is Arrowroot Capital’s 1st, SSM Partners’ 1st, Teakwood Capital’s 1st and Escalate Capital’s 1st transaction in North Carolina.

Investment Summary
Date 2010-08-31
Target Zift Solutions
Sector Internet Software and Services
Investor(s) Arrowroot Capital
SSM Partners
Teakwood Capital
Escalate Capital
Deal Type Venture

Target

Zift Solutions

Cary, North Carolina, United States
Zift Solutions is a provider of technology platform for channel sales and boosts marketing impact, a complete channel marketing success framework and global customer care. Zift Solutions was founded in 2006 and is based in Cary, North Carolina.

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Investor(S) 4

Investor

Arrowroot Capital

Marina Del Rey, California, United States
Category Private Equity Firm
Founded 2014
Size Small
Type Sector Focused
DESCRIPTION

Arrowroot Capital is a private investment group focused on making growth capital investments in software-as-a-service and internet-based companies. The Firm looks to invest $5 to $25 million per transaction to support growth initiatives, liquidity for founders/investors, or acquisitions. Prospective companies are generally are b2b, offering mission-critical services. Arrowroot was formed in 2014 and is based in Santa Monica, California.

DEAL STATS #
Overall 1 of 27
Sector (Internet Software and Services) 1 of 11
Type (Venture) 1 of 16
State (North Carolina) 1 of 2
Country (United States) 1 of 23
Year (2010) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-07-14 Mednet Solutions

Minnetonka, Minnesota, United States

MedNet Solutions is a healthcare technology company specializing in electronic data solutions designed for the global life sciences community. MedNet’s cloud-based eClinical systems dramatically improve the efficiency of clinical studies and deliver the tools and dashboards required to expertly manage all aspects of clinical research. Mednet Solutions was founded in 2000 and is based in Minnetonka, Minnesota.

Buy -
Investor

SSM Partners

Memphis, Tennessee, United States

Investor Investor Investor Investor Investor

Category Growth Capital Firm
Founded 2004
Size Small
Type Sector Agnostic
DESCRIPTION

SSM Partners is a private equity firm that targets investments in smaller, rapidly growing, private companies based in the Southeast US. Areas of interest include business/outsourcing services, healthcare and consumer services. SSM focuses on transactions requiring $5 to $20 million of equity. Prospective transactions include growth financings, acquisitions, management led buyouts, and recapitalizations. SSM will also consider early-stage opportunities. SSM Partners is based in Memphis, Tennessee.

DEAL STATS #
Overall 15 of 29
Sector (Internet Software and Services) 2 of 6
Type (Venture) 7 of 13
State (North Carolina) 1 of 1
Country (United States) 15 of 29
Year (2010) 3 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2010-06-21 Chronicity

Addison, Texas, United States

Chronicity, Inc. specializes in providing integrative treatment for chronic diseases, it's ADD Health and Wellness and Fibromyalgia& Fatigue Centers are creating a revolution in the treatment of chronic diseases. Chronicity is based in Addison, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2010-12-28 DialogTech

Chicago, Illinois, United States

DialogTech is an operator of voice-channel management platform providing insights on customer calls to data-driven organizations. DialogTech was founded in 2005 and is based in Chicago, Illinois.

Buy -
Investor

Teakwood Capital

Dallas, Texas, United States

Investor Investor Investor Investor

Category Private Equity Firm
Founded 2005
Size Small
Type Sector Agnostic
DESCRIPTION

Teakwood Capital is a private investment firm that invests in profitable, Southern-US based companies with up to $25 million in revenue. Teakwood generally seeks to fund growth capital needs and management buyouts, and seeks to commit at least $2 million of equity per transaction. Teakwood will not invest in early-stage financings, energy exploration, restaurants, or real estate, but the Firm will consider both control and non-control investment situations. Teakwood Capital was formed in 2005 and is based in Dallas, Texas.

DEAL STATS #
Overall 7 of 15
Sector (Internet Software and Services) 3 of 4
Type (Venture) 1 of 1
State (North Carolina) 1 of 1
Country (United States) 7 of 15
Year (2010) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2010-06-16 ExamSoft Worldwide

Boca Raton, Florida, United States

ExamSoft Worldwide, Inc. is a provider of computer-based testing software, designed specifically for high stakes and medium stakes exams. The company provides a highly reliable, turnkey solution to academic institutions and professional certification entities, with unparalleled customer service support. ExamSoft Worldwide was founded in 1998 and is based in Boca Raton, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2011-01-01 Zoom Interactive Marketing

Austin, Texas, United States

Zoom Interactive Marketing uses its proprietary technology to develop multimedia marketing campaigns that improve the effectiveness of student recruiting campaigns by universities and member recruiting campaigns by associations.

Sell -
Investor

Escalate Capital

Austin, Texas, United States

Investor Investor Investor Investor Investor

Category Mezzanine Finance Firm
Founded 2005
PE ASSETS 830M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Escalate Capital Partners is a private investment firm focused on providing capital to expansion and late-stage companies. The Firm focuses its investment activity within the technology, life sciences, and service-based industries. Prospective financing solutions include senior, subordinated and mezzanine debt. Escalate's target investment size is $5 to $30 million. Escalate Capital Partners has offices in Menlo Park, California and Austin, Texas.

DEAL STATS #
Overall 13 of 39
Sector (Internet Software and Services) 4 of 11
Type (Venture) 7 of 17
State (North Carolina) 1 of 1
Country (United States) 13 of 39
Year (2010) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2010-08-10 Surgient

Austin, Texas, United States

Surgient, Inc. is a developer and offer of self-service visualization automation and lab management solutions.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2010-10-11 CPower

New York, New York, United States

CPower, Inc. delivers energy management services and solutions that allow utilities and grid operators to manage peak demand while enabling commercial facility owners and operators, industrial businesses, retailers, and institutions to optimize their facilities and operations through strategic and energy reduction initiatives in North America and the United Kingdom.

Sell -
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