Growth Capital Transactions in California

Kintsugi provides an AI-powered tax automation platform that transforms complex tax management into a streamlined, automated process. By leveraging artificial intelligence and seamless integrations, the company reduces preparation time by 75% and compliance costs by 50% for e-commerce and SaaS businesses. Kintsugi is based in San Francisco, California.

Vertex
Company
Software
King of Prussia, Pennsylvania
www.vertexinc.com

Cear provides electronics recycling and IT asset disposition (ITAD) services including end-to-end services for asset recovery, data destruction, and certified e-waste recycling. The company serves a broad base of commercial, government, and institutional clients across the western U.S., helping them meet both regulatory and ESG compliance goals. Cear is based in Mather, California.

Ancor Capital Partners
Investor
Private Equity Firm
Southlake, Texas
www.ancorcapital.com

Innovative Artists is a talent agency that represents actors, writers, directors, comedians, voice actors, and other entertainment professionals in television, film, theater and live events. Innovative Artists was formed in 1982 and is based in

Coral Tree Partners
Investor
Private Equity Firm
Los Angeles, California
www.coraltreelp.com

Monroe Capital
Investor
Lender
Chicago, Illinois
www.monroecap.com

Pilot Painting offers painting, wood replacement, and other reconstruction projects to HOAs and multi-family communities. Pilot Painting was formed in 1974 and is based in Orange, California.

Source Capital
Investor
Private Equity Firm
Atlanta, Georgia
www.source-cap.com

360 Destination Group is a premier destination and event management company that specializes in creating unforgettable corporate events, incentive trips, and conferences. 360 Destination Group offers end-to-end services, including décor design, food and beverage management, entertainment coordination, and transportation. 360 Destination Group was founded in 1978 and is based in Irvine, California.

H.I.G. Private Equity
Investor
Private Equity Firm
Miami, Florida
www.higprivateequity.com

Egnyte provides secure content collaboration and governance solutions by combining the power of cloud content management, data security, and AI into one intelligent content platform. It improves employee productivity, automates business processes, and safeguards critical data. In addition, it offers specialized content intelligence and automation solutions across industries, including architecture, engineering, and construction (AEC), life sciences, and financial services. Egnyte is based in Mountain View, California.

GI Partners
Investor
Private Equity Firm
San Francisco, California
www.gipartners.com
Advisor: Ropes & Gray

TA Associates
Investor
Private Equity Firm
Boston, Massachusetts
www.ta.com
Advisor: Ropes & Gray

R&B Wholesale Distributors is a distributor of major home appliances. R&B Wholesale Distributors was founded in 1968 and is based in Ontario, California.

Platinum Equity
Investor
Private Equity Firm
Beverly Hills, California
www.platinumequity.com
Advisor: Massumi + Consoli

Technology Management Concepts is a digital transformation advisor and Microsoft Solutions Partner that implements and supports CRM, Power BI, PowerApps, and the Microsoft Azure Cloud. It specializes in helping customers streamline processes, maximize productivity, and unlock growth potential. Technology Management Concepts was formed in 1987 and is based in El Segundo, California.

Haven Capital Partners
Investor
Private Equity Firm
New York, New York
www.havencapitalpartners.com
Advisor: Fredrikson & Byron

SimpliGov is a government workflow automation, secure digital forms, and electronic signature platform that empowers state and local governments to automate manual, repetitive workflows, accelerate and optimize business processes, and improve experiences for both employees and constituents. The company integrates with existing system infrastructures, as well as with its no-code, easy-to-use electronic signature solution purpose-built for the government. SimpliGov is based in Sacramento, California.

JMI Equity
Investor
Private Equity Firm
Baltimore, Maryland
www.jmi.com

Plus Delta Partners provides specialized fundraising training and tools designed to enable higher education institutions, healthcare organizations, and other nonprofits to maximize donor contributions. Plus Delta Partners is based in Carlsbad, California.

Northlane Capital Partners
Investor
Private Equity Firm
Bethesda, Maryland
www.northlanecapital.com

SKB Cases is a manufacturer of specialty protective cases serving across military & industrial, music & pro AV, and sports end markets. SKB Cases was founded in 1977 and is based in Orange, California.

MPE Partners
Investor
Private Equity Firm
Cleveland, Ohio
www.mpepartners.com
Advisor: Jones Day

DDN is an AI and data intelligence company that empowers organizations to maximize the value of their data with end-to-end HPC and AI-focused solutions. Its customers range from the largest global enterprises and AI hyperscalers to cutting-edge research centers, all leveraging DDN’s proven data intelligence platform for scalable, secure, and high-performance AI deployments that drive 10x returns. DDN was formed in 1998 and is based in Chatsworth, California.

The Blackstone Group
Investor
Private Equity Firm
New York, New York
www.blackstone.com

CourseKey is a student success platform specializing in vocational education. The software suite helps career-training organizations maintain compliance, boost retention, and improve the student experience. CourseKey is based in San Diego, California.

PSG
Investor
Growth Capital Firm
Boston, Massachusetts
www.psgequity.com

RetailNext is a vertical IoT platform to bring e-commerce-style shopper analytics to brick-and-mortar stores, brands, and malls. The platform automatically collects and analyzes shopper behavior data through its centralized SaaS solution, enabling retailers to enhance real-time experiences and drive better outcomes. The company helps businesses better understand the shopper journey to increase same-store sales, reduce theft, and eliminate unnecessary costs. RetailNext is headquartered in Campbell, California.

Battery Ventures
Investor
Private Equity Firm
Menlo Park, California
www.battery.com

NAKEDMD is a physician-led medical aesthetics business that operates 18 locations across two states and, through its partner clinics, offers services including fillers, toxins, and other aesthetics treatments. NAKEDMD was founded in 2022 and is based in Newport Beach, California.

Revelstoke Capital Partners
Investor
Private Equity Firm
Denver, Colorado
www.revelstokecapital.com
Advisors: Winston & Strawn , McGuireWoods

Charter Impact provides business management and student data services to charter schools and non-profit organizations. The company's primary service offering is outsourced bookkeeping for charter schools. Its full scope of services includes accounting, budgeting, accounts payable and payroll processing, assistance with reviewing contracts, ad hoc financial analysis, support with vendor negotiations and facility financing, management of lender relationships, IT services, and student data services. Charter Impact was founded in 2010 and is based in Northridge, California.

Red Iron Group
Investor
Private Equity Firm
Menlo Park, California
www.redirongroup.com