Investment Summary |
|
|---|---|
| Date | 2021-12-14 |
| Target | Transflo |
| Sector | Software |
| Investor(s) |
True Wind Capital
Bregal Sagemount Carousel Capital |
| Deal Type | Growth Capital |
| Advisor(s) | Harris Williams (Financial) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2015 |
| PE ASSETS | 560M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
True Wind Capital Management LLC is a private investment firm focused on technology companies. True Wind pursues a variety of transaction types across all company stages, including management buyouts, growth financings, stake purchases, and venture. True Wind Capital Management was formed in 2015 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 12 |
| Sector (Software) | 3 of 4 |
| Type (Growth Capital) | 5 of 7 |
| State (Florida) | 1 of 1 |
| Country (United States) | 9 of 11 |
| Year (2021) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-17 |
VitalEdge Technologies
Cary, North Carolina, United States VitalEdge Technologies is a global enterprise software provider for the equipment, heavy truck, and rental industries. The company is exclusively focused on the Industrial Machinery and Equipment (IM&E) domain, providing services to dealers and rental companies, including several Fortune 500 customers. The e-Emphasys Dealer Management Platform incorporates a full suite of best-in-class technology including Business Intelligence and Reporting, CRM, Mobile Field Service Applications, Inspection Applications, eCommerce Customer Portals, RFID, Artificial Intelligence, IoT and Telematics. VitalEdge Technologies was founded in 2001 and is based in Cary, North Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-01-13 |
W Energy Software
Tulsa, Oklahoma, United States W Energy Software is a provider of cloud-based accounting and ERP software, delivering high levels of speed, ease, and accuracy to enterprise and mid-market customers across the energy and commodities value chain. W Energy Software was founded in 2009 and is based in Tulsa, Oklahoma. |
Buy | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2012 |
| PE ASSETS | 1.7B USD |
| Size | Large |
| Type | Sector Agnostic |
Bregal Sagemount is a growth-focused private capital firm. The Firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount invests $8 to $150 million per transaction in a variety of sectors including software, digital infrastructure, healthcare IT, healthcare services, business and consumer services, financial technology, and specialty finance. Bregal Sagemount was formed in 2012 and is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 49 of 65 |
| Sector (Software) | 14 of 17 |
| Type (Growth Capital) | 27 of 39 |
| State (Florida) | 2 of 5 |
| Country (United States) | 46 of 61 |
| Year (2021) | 7 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-16 |
Conductor
New York, New York, United States Conductor is a provider of best possible web presence solutions, technology, and support. Conductor was founded in 2004 and is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-17 |
FinThrive
Plano, Texas, United States Finthrive is a healthcare revenue management software-as-a-service (SaaS) provider. FinThrive creates integrated technology that adapts with healthcare professionals – freeing them from complexity and inefficiency so they can focus on doing their best work. FinThrive was founded in 1998 and is based in Plano, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1996 |
| PE ASSETS | 1.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Carousel Capital is a private investment group that invests in companies headquartered in the Southeast US. The Firm targets leveraged buyouts and recapitalizations of businesses in consumer products/services, business services, and healthcare services. Carousel will consider both the majority and minority situations. Prospective companies are generally valued up to $250 million and have at least $3 million of EBITDA. Carousel Capital was formed in 1996 and is based in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 33 of 37 |
| Sector (Software) | 3 of 3 |
| Type (Growth Capital) | 1 of 2 |
| State (Florida) | 5 of 5 |
| Country (United States) | 33 of 37 |
| Year (2021) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-20 |
Legacy Data Access
Charlotte, North Carolina, United States Legacy Data Access is a provider of data lifecycle management solutions to healthcare systems that has extensive experience archiving legacy clinical and financial data from over 350 unique EHR, EMR, and revenue cycle applications, ensuring the Company’s customers are in compliance with data archival regulations while also driving significant cost savings and facilitating on-demand information retrieval. Legacy Data Access was founded in 1999 and is based in Charlotte, North Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-20 |
CCG IQ
Charlotte, North Carolina, United States CCG IQ is a provider of IT solutions for insurance underwriting and claims decisions. The CCQ IQ brands, which include HVACi, StrikeCheck, and JMI Reports, specialize in HVAC and electronics claims, as well as underwriting inspections for insurance professionals. Consolidated Claims Group LLC was founded in 2011 and is based in Charlotte, North Carolina. |
Sell | - |
