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Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs.With Archer’s fully integrated technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for growth.
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SurePoint Technologies is a leading provider of financial and practice management software to law firms nationwide.
About our client
Kentucky Bancshares, headquartered in Paris, Kentucky, is the holding company for Kentucky Bank, which operates 19 branches in 11 communities throughout central and eastern Kentucky, including the Lexington, Kentucky metropolitan statistical area and contiguous counties.
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Headquartered in Little Neck, NY, Veterinary Care Group (“VCG”) owns and operates one of New York City’s largest network of veterinary clinics. VCG provides both general practice and pet resort services through its 14 hospital locations throughout Brooklyn and Long Island, New York and Denver, Colorado.
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VES is the nation’s largest privately-held contractor of outsourced Compensation and Pension Medical Disability Examinations contracting with the U.S. Department of Veterans Affairs.
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Headquartered in Pittsburgh, Pennsylvania, Dollar Mutual Bancorp, with total assets of $11.5 billion dollars, is the mutual holding company of Dollar Bank, Federal Savings Bank, and Standard Bank. Through its subsidiary banks, Dollar Mutual Bancorp operates 98 branches in Pennsylvania, Ohio, Virginia, and Maryland.
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For over five decades, Marianna, headquartered in Omaha, Nebraska, has been a leading developer and manufacturer of innovative hair and beauty products for cosmetology schools, salon professionals, specialty retailers, and brand owners.
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Ungerboeck provides industry-leading event and venue management software.
EventBooking is a Software as a Service (SaaS) company that specializes in online booking and venue management for arenas, stadiums, convention centers, performing arts centers, and more.
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Utilant is a U.S. based InsurTech company providing the industry-leading survey management SaaS product suite for Loss Control and Premium Audit surveys and artificial intelligence (AI)/machine learning (ML) data and analytics. Utilant is focused on the P&C market segment with over 87 customers, including global insurance carriers and top risk engineering companies.
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Diverzify+ (“Diverzify” or the “Company”) is a leading national provider of facility services, including commercial flooring solutions and disinfecting and sanitization services. The Company operates in 49 states from 16 facilities, and has longstanding relationships with a diverse array of blue-chip customers in attractive end markets.
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BARBRI is a global learning company dedicated to meeting the legal education and specialized training needs of law students, attorneys and other professionals throughout their careers.
About our client
Since 1991, Dowling & Yahnke Wealth Advisors (“D&Y”) has offered time-tested, objective financial planning advice and investment management services designed for the financial health of its clients. Located in San Diego, California, D&Y manages over $5 billion in assets for over 1,300 clients, primarily individuals, families, and nonprofit organizations.
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Founded in 2008 and headquartered in London, UK, Opus 2 is the leading provider of integrated software and services used in legal disputes around the world. Opus 2’s cloud-based collaboration software is designed for case preparation and multi-party hearings enabling all stakeholders to work on a single platform.
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Zego (Powered by PayLease) is a property technology company that frees management companies and community associations to go above and beyond for residents through resident experience management solutions.
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SERO is a leading German electronics manufacturing services provider and tier 1 supplier focused on the assembly and testing of printed circuit boards and other electronic components for automotive and industrial applications.
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Headquartered in Denver, Colorado, Prime Window Systems serves residential new construction and repair and remodel markets with energy efficient vinyl window and door products. The Company has approximately 300 employees at manufacturing locations in Colorado and Washington.
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iProcedures delivers innovative solutions to fill critical gaps in electronic perioperative documentation, which enables users to collect, share and analyze the critical data necessary to improve overall performance.
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A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, CA, offers a range of financial products to individuals, professionals, and small-to-medium sized businesses.
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ProductLife Group’s mission is to improve human health by delivering regulatory compliance services for the safe and effective use of medical solutions.
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Umpqua Holdings Corporation (NASDAQ: UMPQ) is the parent company of Umpqua Bank, an Oregon-based community bank recognized for its entrepreneurial approach, innovative customer experience, and distinctive banking solutions.
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Stella, based in Houston, TX, plays a crucial role in the processing and safe disposal of municipal solid waste. The Company provides outsourced transfer station management services, including the loading and transportation of waste from in-town processing facilities to remote landfills, to integrated waste companies and municipalities.
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PSB Holdings, Inc. is the parent company of Peoples State Bank. Peoples is a community bank headquartered in Wausau, Wisconsin, serving Wisconsin from nine full-service banking locations in Marathon, Oneida, Vilas, Milwaukee and Waukesha Counties, as well as commercial loan production offices in Stevens Point, WI.
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cleverbridge provides global billing solutions for digital goods, online services and SaaS companies in B2C and B2B markets.
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Broadway Financial Corporation, a bank holding company, and its wholly-owned bank subsidiary, City First Bank, National Association, collectively referred to as CityFirstBroadway, is the largest Black-led Minority Depository Institution in the country.
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ORBCOMM is a global leader and innovator in the industrial Internet of Things, providing solutions that connect businesses to their assets to deliver increased visibility and operational efficiency.
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Ensono helps IT leaders be the catalyst for change by harnessing the power of hybrid IT to transform their businesses. We accelerate digital transformation by increasing agility and scalability through infrastructure modernisation and migration to public cloud.
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Comlinkdata is a leading provider of telecom data and insights. Trusted by telecom brands around the world, the company’s mission is to drive the telecommunications industry forward by generating unique customer-centric insights, enabling clients to make data-driven decisions that improve their operational performance.
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PrimePay is a payroll service and human capital management (HCM) provider, offering solutions that empower business to focus on what matters most. PrimePay delivers highly configurable HR and payroll solutions designed to create efficiencies and to maximize compliance for its clients across its nationwide presence.
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Established in 2000, Investis Digital has been at the forefront of digital communications for two decades. Over time the company has gained deep sector knowledge, invested in leading technologies, and built lasting and trusted relationships with more than 1,600 global corporates.
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Solstice Benefits is a leading group and individual dental, vision and ancillary benefits provider. Since its launch, Solstice has grown to over 700 thousand members, supported by a robust nationwide provider network.
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VERC Enterprises, Inc. was first established in 1977 by Eugene Vercollone, father of present owners Leo and Paul Vercollone.
About our client
About our client
AI Fire (the “Company”) is a fire and life safety service provider to both national accounts via a vendor partner network and local and regional customers through its self-employed technicians.
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ACTICO is a leading international provider of software for intelligent automation and digital decisioning. The company provides best-in-class software and tools used across multiple industries enhancing day-to-day decision-making and end-to-end automation.
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Medical Imaging Associates (MIA) provides radiology services to approximately 70 healthcare facilities across Idaho, Wyoming and Montana comprising Community Health Systems, hospitals and outpatient imaging locations.
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About our client
Cortera maintains one of the most comprehensive databases of credit information. Cortera gathers data from thousands of sources, which it then enhances through artificial intelligence, and provides analytics, reports and monitoring services to help businesses make informed decisions about their counterparties.
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Snelling Staffing is a talent management/job placement firm that provides staffing services to businesses and connects individuals to employment opportunities. The Company operates within the Human Resource and Employment Service industry. Snelling is headquartered in Richardson, Texas.
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Fast Lean Smart has been developing and distributing real-time software for appointment scheduling and route planning, workforce management, and mobile solutions since 1992.
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Custom Molded Products (“CMP”) is a leading supplier of innovative solutions for the recreational water industry with a strong portfolio of reputable brands such as DEL™, Brilliant Wonders®, SpaMASTER™ and Bobé Water & Fire.
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Lutech is a leading Italian IT system integration and solutions provider, designing and enabling digital transformation and innovative enterprise technologies for private and public-sector clients.
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Since its establishment in 1997, Triton has sponsored nine funds, focusing on businesses in the industrial, business services, consumer and health sectors. The Triton funds invest in and support the positive development of medium-sized businesses with a strong European heritage.
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Astorg is a global private equity firm with over €9 billion of assets under management. Astorg works with entrepreneurs and management teams to acquire market-leading global companies headquartered in Europe or the US, providing them with the strategic guidance, governance and capital.
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Brightworth, LLC (“Brightworth”) is an Atlanta-based, registered investment advisor with approximately $4.7 billion in assets, as of February 28, 2021.
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AlertMedia is the world’s leading emergency communication provider. The Company's award-winning, two-way multichannel messaging system, threat intelligence, and 24/7 employee safety solution helps organizations protect their business and people through all phases of an emergency.
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Stealth Monitoring (“Stealth”), headquartered in Dallas, TX, and Eyewitness Surveillance (“Eyewitness”), based in Hanover, MD, are both leading video surveillance businesses focused on designing, installing and providing pro-active remote video monitoring solutions and related services.
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Founded in 1987 by Ken Gregory and Craig Litman, Litman Gregory is a nationally recognized wealth and asset management firm based in the San Francisco Bay Area. Litman Gregory provides high-touch wealth and asset management services to individuals, multigenerational families, and nonprofits.
About our client
Providence Equity Partners is a premier global private equity firm with approximately $44 billion in aggregate capital commitments.
