Investment Summary |
|
|---|---|
| Date | 2018-01-11 |
| Target | BirchStreet Systems |
| Sector | Internet Software and Services |
| Investor(s) |
Serent Capital
Nadavon Capital Partners Parthenon Capital |
| Deal Type | Growth Capital |
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| Category | Growth Capital Firm |
|---|---|
| Founded | 2008 |
| PE ASSETS | 1.6B USD |
| Size | Large |
| Type | Sector Agnostic |
Serent Capital is a private equity firm focused on investing in profitable, growing businesses featuring scalable business models and operating in sectors undergoing significant change. Serent looks for companies with $5 to $100 million in growing annual sales where it can commit $20 to $200 million of capital. Target transaction situations include buyouts, recapitalizations, and growth financings. Serent Capital was formed in 2008 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 26 of 69 |
| Sector (Internet Software and Services) | 3 of 13 |
| Type (Growth Capital) | 22 of 59 |
| State (California) | 2 of 11 |
| Country (United States) | 26 of 65 |
| Year (2018) | 2 of 13 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-01-01 |
Kore.ai
Orlando, Florida, United States Kore.ai is a conversational AI platform provider that offers an all-in-one conversational AI platform (as-a-service) that allows enterprises to build and deploy out-of-the-box or customized chatbots/virtual assistants for customers and workforces. Kore.ai was founded in 2013 and is based in Orlando, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-03-09 |
Motility Software
Maitland, Florida, United States Motility Software is a provider of Powersports, Bus, Marine, Automotive, Class 8/Heavy Duty, and RV dealership software. Sys2K's Infinity software is a fully integrated, Windows-based DMS that features modules including CRM, F&I, Parts and Service, Payroll, Accounting, Rental, Advanced Reporting, as well as offering Premium Websites, Cloud Hosting, and Mobile Apps. Motility Software was founded in 1984 and is based in Maitland, Florida. |
Buy | - |
Nadavon Capital Partners is a family office focused on high-growth company investments. The Firm will consider a variety of transaction situations, including growth capital financings, outright acquisitions, and debt financing. Nadavon Capital Partners was established in 2014 and is headquartered in Newport Beach, California.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 5 |
| Sector (Internet Software and Services) | 2 of 3 |
| Type (Growth Capital) | 2 of 2 |
| State (California) | 2 of 3 |
| Country (United States) | 3 of 5 |
| Year (2018) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-06-07 |
Capsilon
San Francisco, California, United States Capsilon Corporation is a provider of cloud-based document and data management solutions for the mortgage industry. Capsilon's flagship product, Capsilon DocVelocity, is a document imaging and data capture platform built specifically to address the needs of large mortgage companies. Capsilon was founded in 2004 and is based in San Francisco, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-04-13 |
Club Speed
Corona, California, United States Club Speed is a provider of cloud-based software for activity centers, revolutionizing the way venue owners and managers run their businesses every day. Serving karting facilities, trampoline parks, and family entertainment centers, its features include kart timing, trampoline gamification, point-of-sale, marketing automation and more. Club Speed was founded in 2005 and is based in Corona, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 5.5B USD |
| Size | Mega |
| Type | Sector Agnostic |
Parthenon Capital is a private equity firm focused on investing in service-based businesses with recurring revenues, defensible niches and competitive advantages. Parthenon looks for businesses valued between $75 and $750 million operating in sectors that include business services, financial services, manufacturing, technology-enabled services, and distribution/logistics. Prospective transaction types include recapitalizations, management buyouts, acquisitions, privatizations, and growth capital financings. Parthenon Capital was formed in 1998 and has offices in Boston, Massachusetts and San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 48 of 61 |
| Sector (Internet Software and Services) | 5 of 5 |
| Type (Growth Capital) | 12 of 17 |
| State (California) | 8 of 9 |
| Country (United States) | 48 of 60 |
| Year (2018) | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-12-18 |
Cayan
Boston, Massachusetts, United States Cayan is a provider of payment solutions and merchant services. Cayan enables merchants, developers and resellers to deliver current and emerging payment solutions. Cayan was founded in 1998 and is based in Boston, Massachusetts. |
Sell | $1.1B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-02-26 |
RedCard
St. Louis, Missouri, United States RedCard is a provider of claims communications, payments and enrollment technology and solutions to healthcare payors, providers and members. RedCard was founded in 2006 and is based in St. Louis, Missouri. |
Buy | - |
