Our Portfolio

Grounded in our experience, we partner with management to help differentiated companies claim their right to win.

The premier digital platform where top architects, contractors, owners, and consultants can review, edit, and finalize their critical documents.

A global provider of dealer management solutions that gives equipment dealers the digital transformation and data intelligence technology to transform and grow their businesses.

Provider of technology and services to help simplify and assist foreign nationals, HR professionals, and enterprises with their immigration and global mobility needs.

The market leader for digital dealer solutions, including online digital retailing, digital storefront, e-commerce, digital marketing, DMS and proprietary e-catalog services for powersports, recreational vehicles, marine, pre-owned auto, tire, outdoor power equipment and other verticals.

A technology, data and analytics partner for the health industry, Merative brings together market-leading offerings that deliver value across the global healthcare ecosystem.

A leading provider of lending enablement and risk analytics to credit unions, regional banks and OEM captive finance companies. 

The world’s largest network of 5-star pet sitters and dog walkers, the Rover app and website connect dog and cat parents with pet sitters and dog walkers in neighborhoods across the US, Canada, the UK, and Europe.

One of Canada’s largest independent benefit brokerage and consulting firms that specializes in servicing high-growth small-to-medium size businesses and enterprise customers with market leading technology.

A market leader offering live production and transmission services to hundreds of customers in the United States and abroad, The Switch was acquired by Tata Communications on May 1, 2023. 

A leading provider of mobile, business intelligence and payments facilitation software to the transportation industry.

Global provider of end-to-end security and compliance solutions, serving merchants across large enterprises, payment processors, and small businesses.

A leading provider of cloud-based accounting and Enterprise Resource Planning (ERP) software for the energy industry.

A leader in SaaS-based email encryption, threat protection and compliance cloud solutions for Small and Medium-sized Businesses (SMBs), Zix Corporation ("Zix") was acquired by OpenText™ on December 23, 2021.

The portfolio companies shown represent all platform investments as of December 31, 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.