PORTFOLIO M&A ENGAGEMENTS

Integrated workforce management platform spanning scheduling, timesheets, payroll, and HR with a proprietary compliance rules engine, served from a Ruby on Rails monolith on multi-region AWS with elite DORA metrics and deep AI-assisted development.

Luxembourg-based fund administration and corporate services platform delivered through Citrix on legacy on-premises core applications, with a SQL Server data warehouse and Power BI consolidating reporting across accounting, claims, and regulatory tooling.

Dual-entity target combining a proprietary ColdFusion-based legal bill management platform supporting ~$100M of annual legal spend, alongside a configured third-party claims, reinsurance, and document management environment supported by an internal IT function.

Integrated cross-border payments and spend management platform combining FX risk management, corporate cards, and multi-currency accounts on a modern serverless architecture with AI-driven automation and agentic workflows.

Government affairs SaaS platform unifying legislative tracking, stakeholder engagement, PAC management, and grassroots advocacy with an AI chatbot assistant, proprietary data flywheel moat, and scalable cloud infrastructure.

Cloud-augmented platform providing accounts receivable management, medical revenue recovery, insurance follow-up, and collection services using core collections workflow system with modern peripheral integrations.

Post-acquisition integration combining two healthcare revenue cycle platforms to optimize margin through automation-driven insurance follow-up, consolidate bad debt operations, and unify foundational IT infrastructure.

Cloud-based suite for surgical centers providing practice management, scheduling, electronic health records, and billing solutions.

Cloud-based shop management SaaS for collision-repair body shops and multi-shop operators, providing a visual production workboard, job costing, scheduling, financial tracking, mobile photo and document capture, and integrations with major accounting and estimating systems.

Technology-enabled mission services platform providing transportation lifecycle management, workforce coordination, compliance tracking, and government reporting for federal agencies through a proprietary FedRAMP-authorized operational system.

AI-enabled healthcare marketing agency with proprietary omnichannel analytics platform, AI copywriting pipeline, social intelligence tools, and workflow automation for pharma brand commercialization.

Unified cloud platform providing integrated company registry, fund administration, employee share plans, and equity management services with automation.

Unified platform for legislative tracking, grassroots advocacy, and PAC management with integrated data scraping and AI capabilities.

AI-powered intranet platform designed to engage employees through personalized internal communications, social interaction, and knowledge sharing tools.

Cloud-native SaaS platform for incident management, audits, and compliance tracking utilizing a metadata-driven engine for high configurability.

Cloud-native platform using mathematical optimization and large-scale simulation for scenario-based supply chain design and risk assessment.

Public safety SaaS suite of nine products for police, fire, and dispatch teams, covering policy management, training, quality assurance, and community engagement.

Cloud-native platform specializing in distributing content and driving employee advocacy across various social media and messaging channels.

Multi-asset cloud platform for trading, risk management, and prime brokerage, featuring modular service-oriented architecture and messaging.

Telemedicine platform and patient portal for hormones and clinical treatment management including provider and administrative workflows.

Cloud-native platform providing end-to-end air cargo management, revenue optimization, and international eCommerce shipping solutions for carriers.

Cloud-native SaaS platform facilitates real estate rentals by allowing landlords to list properties and renters to negotiate terms.

Platform providing registration, titling, and collateral management solutions for vehicle inquiries and processing registration transactions for lenders.

Knowledge work automation platform using metadata-centric organization to facilitate document and workflow management for enterprise customers.

Specialized chemical blending and toll manufacturing services utilizing integrated cloud-based systems for sales, order management, and production.

Marketing automation platform for multi-channel lead generation and customer acquisition campaigns targeting specialized vertical market segments.

End-to-end programmatic advertising platform including DSP, SSP, and ad server functionality optimized for digital signage and outdoor media.

B2B2C global platform offering identity resolution and fraud detection services through bespoke user experiences and security controls.

Software solutions for organ, blood, and plasma management supporting regulatory compliance and process management for health systems.

Platform connecting education with career pathways through industry certifications, aptitude discovery tools, and real-time analytics for students.

Low-code enterprise workflow automation platform for healthcare data management, EHR migration, and ETL of legacy electronic health records into modern systems with generative AI capabilities.

Platform facilitating auto sales closing services through remote signings, identity verification, and encrypted digital documentation for dealers.

Innovative networking solutions providing secure access service edge capabilities and business phone systems for managed service providers.

Technology-enabled service facilitating data ingestion between e-commerce stores, ERP systems, and enterprise data systems via EDI connectors.

Advanced planning and scheduling platform solving complex manufacturing use cases using combinatorial heuristics for automotive and aerospace.

Tech-enabled suite of applications automating manual tasks and workflow processes across the investment fund management lifecycle.

Information governance SaaS platform serving large enterprises, regulated industries, and government agencies with an integrated suite for records management, discovery, content migration, and SAP–SharePoint linking.

Tech-enabled services for healthcare revenue cycle management, including insurance collections and debt recovery, utilizing internal data software.

Carve-out SaaS learning management and eCommerce platform delivering online courses, multi-course packages, and certificates in early care, education, and human services to child care centers and individual practitioners.

Computerized maintenance management system manages preventive maintenance for equipment, vehicles, and facility infrastructures.

Manufacturing operation leveraging ERP systems for production, inventory, and logistics, specializing in food ingredient taxonomies and supply chain management.

Comprehensive virtual health and well-being platform providing 24/7 medical and mental health care services for college students.

SaaS platform providing real estate investors educational resources, investment calculators, forums, and a marketplace for professional services.

Cloud-native payment facilitation platform providing engagement and management solutions for government, healthcare, and higher education transactions.

Medical technology platform offering aggregated electronic health records data and a web application for oncology research insights.

Software providing comprehensive security features, including password management, sign-on management, and compliance mapping for small businesses.

SaaS platform for government regulatory entities to manage inspections, permits, workflow management, and reporting for public safety.

Cloud-based PaaS streamlining inventory management and vendor data integration for independent grocers to optimize pricing.

Customer portal and backend system providing legal protection, roadside assistance, and insurance services to commercial truck drivers.

Configurable SaaS applications streamlining food safety compliance auditing and management for multi-location food services.

Intelligent Document Processing platform utilizing composite AI to automate workflows by extracting and understanding data from documents.

European contract research organization running full-service clinical trials across EU, Middle East, and Africa on a cloud-first SaaS stack anchored by the SecuTrial electronic case report form platform.

SaaS platform providing independent grocers with automated price reduction, ordering, risk management, and sales reporting analytics.

Talent management platform streamlining location-based hiring and management workflows designed for the needs of the hourly workforce.

On-demand charter bus marketplace (apps for operators, drivers, and customers) growing at 300% year-over-year, with an imminent launch of an adjacent Transport Management System (TMS) SaaS for bus fleet operators.

Hybrid-cloud mobile threat defense platform analyzing iOS and Android device logs to detect post-incident malicious activity for enterprise and government security operations teams, delivered as SaaS and on-premise for high-compliance customers.

Last-mile delivery logistics SaaS for B2B companies, providing dispatching dashboards, native driver apps, and route optimization for 1,200+ clients across 90 countries processing over four million deliveries monthly, built on a Node.js monolith with selective AWS Lambda serverless components.

AI-powered platform delivering natural language understanding solutions for search, chat, and customer service to optimize user engagement.

Research advisory portal aggregating analyst research and industry data through a customer portal integrated with professional workflows.

Integrating consumer insight platform into existing product SaaS platform. The acquired product leverages natural language processing to categorize social media data and identify emerging market trends.

Global project management and cost consulting firm delivering large-scale construction and infrastructure projects across the Americas, EMEA, and Asia-Pacific, underpinned by Procore (PMIS), Deltek VantagePoint (ERP), and a Databricks analytics platform with emerging AI cost-benchmarking capabilities.

Multi-product talent acquisition SaaS suite spanning career websites, recruitment CRM, programmatic advertising, and skills assessment for enterprise recruiters, built on a Java/Angular core with Spark analytics and a squad-based engineering organization.

Global API-first recognition, loyalty, and incentives SaaS serving 14 million members across 500+ partner companies and 190+ countries, with an AI-personalized rewards storefront and a multi-experience motivation platform spanning social recognition, wellness, pulse surveys, and eco-action community programs.

Single-tenant Azure-hosted SaaS that ingests data from on-premise and cloud systems for private-equity portfolio companies, exposing configurable connectors and a managed 10-day onboarding flow with emerging business-analytics capabilities.