CARET - M&A Summary, Ownership, and Business Overview

Internet Software And ServicesCompany

CARET M&A Summary

CARET has acquired 5 companies of its own. It has also divested 1 asset.

CARET has acquired in 3 different US states, and 2 countries. The Company’s most targeted sectors include software (80%) and information technology (20%).

CARET Ownership

Who owns CARET?

CARET is owned by Thomas H. Lee Partners. It was acquired on March 10, 2021.

Is CARET PE-backed?

Yes. CARET is owned by private equity investor Thomas H. Lee Partners.

Was CARET formerly PE-backed?

Yes. CARET was formerly owned by 1 private investor.

CARET Business Overview

Where is CARET headquartered?

CARET is headquartered in San Diego, California.

What sector is CARET in?

CARET is an internet software and services company.

When was CARET founded?

CARET was founded in 1983.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity5
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1

CARET

CARET USA

3262 Holiday Court Suite,
San Diego, California 92037
United States,
(800) 726-3339
www.getcaret.com

CARET is a vertical SaaS provider for compliance-focused professional services markets. Our purpose-built cloud infrastructure puts customers’ business data and vital applications into a virtual workspace that is accessible anywhere, anytime and from any device, enabling small and midsize legal and accounting firms to grow an efficient, secure, client-focused practice. CARET was founded in 1983 and is based in San Diego, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 5 - - - - - 5
Sell (0.2/yr) # - - - - - 1 1
  6

Most Recent M&A

Company Date Value Type
HotDocs Ltd. 2024-06-10 - Divestiture
Scotland, United Kingdom · www.hotdocs.com
Commercial Logic, Inc. 2017-12-21 - Add-on Acquisition
Etna, New Hampshire · www.cli-usa.com
HotDocs Ltd. 2017-11-10 - Add-on Acquisition
Scotland, United Kingdom · www.hotdocs.com
Office Tools 2017-05-31 - Add-on Acquisition
Palmdale, California · www.officetools.com
Cloudnine Realtime 2017-02-21 - Add-on Acquisition
San Diego, California · www.cloudninerealtime.com
Results Software LLC 2017-02-21 - Add-on Acquisition
Herndon, Virginia · www.results-software.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Software 4 (80%) - 1 (100%) -
Information Technology 1 (20%) - - -
Total 5 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 4 - - -
  California 2 - - -
  Virginia 1 - - -
  New Hampshire 1 - - -
United Kingdom 1 - 1 -
Domestic 4 (80%) - - -
Cross-border 1 (20%) - 1 (100%) -
Total 5 - 1 -

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

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