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the transformative power of our investments

We Are Committed Partners

Companies with potential require experienced partners and creative investors.

When we’re invested in a company, we go all in. We focus time and resources on comprehensive pre-transaction due diligence and bring bold ideas to the table. Post-transaction, we assume active board roles, arrange for operating executives to provide targeted problem-solving assistance and value creation, and partner with our portfolio companies on a regular basis to help drive all facets of their businesses forward.

We Embrace Complexity

We seek to identify proven businesses across industries being disrupted by technology, and partner with management to devise plans that unlock the companies’ ultimate growth potential. This has resulted in a portfolio comprised of the full range of transaction structures, including take-privates, carve outs, buyouts, concurrent mergers, PIPEs, and sponsor-led IPOs.

We Aim to Bring The Right Strategies
To Transform Businesses

  • TAKE-PRIVATES

    What started as a pure “take-private” became a hands-on partnership, with True Wind helping LeadVenture through 13 acquisitions that have significantly grown the dealer network solution provider’s market share to more than 50,000 customers across multiple verticals.

  • carve outs

    Construction Technology is an end-market in the early innings of technology adoption. True Wind carved out the Contract Documents division from the American Institute of Architects, establishing the standalone AIA Contract Documents (“ACD”) entity. ACD provides project risk management solutions across the design and construction workflow, acting as an industry standard for design and construction contracts, documents, and forms.

  • Buyouts

    True Wind dedicated resources to help W Energy improve its management and develop better processes to become one of the energy industry’s most unified Enterprise Resource Planning (“ERP”) software solution.

  • Roll-Ups

    Following True Wind’s acquisition of this founder-led business, the company completed four accretive, add-on acquisitions, transforming the business into a leading global, end-to-end security and compliance solutions provider.

  • PIPEs

    True Wind’s private investment in public company Zix Corporation, a leader in email security for SMB’s, helped fund its acquisition of AppRiver. Zix evolved into a one-stop-shop for security, compliance and productivity solutions for SMBs, which led it to being acquired by OpenText in November 2021.

The portfolio companies shown represent all platform investments as of October 10, 2023. Not all acquisitions or IPOs are profitable; the positions can be acquired at a price that is greater or less than the price at which the Firm purchased its interest for client accounts. Actual holdings will vary for each fund and there is no guarantee that a particular fund will hold any or all of the portfolio companies listed. The information is not shown to reflect any positive investment experience. The reader should not assume that an investment in the portfolio companies identified was or will be profitable.