operating companies

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Search fund CEOs are trailblazers as well as entrepreneurs. Their journey is their own but they also learn from others who have come before. Here's a collection of search fund companies we're backing every step of the way.

Sector
Year
Status

CEO(s)

Sector

Status

Prelude Dynamics

CEO(s)
Tommy Jackson
Sector

B2B services

Status

Active

year

2021

Prelude Dynamics

CEOs
Sector
B2B services
Status
Active
Investment year
2021

Clinical trial management system for clinical trials in human and animal health.

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TaskRay

CEO(s)
Sam Swan
Sector

Software

Status

Active

year

2021

TaskRay

CEOs
Sector
Software
Status
Active
Investment year
2021

Software for onboarding customers at scale in Salesforce.

Read more

Waverock

CEO(s)
Mike Rozenfeld
Sector

Software

Status

Active

year

2021

Waverock

CEOs
Sector
Software
Status
Active
Investment year
2021

Vertical market enterprise software operating company.

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Icon

CEO(s)
Ryan Galea
Sector

Software

Status

Active

year

2021

Icon

CEOs
Sector
Software
Status
Active
Investment year
2021

Cloud-based communications platform for organizations that care for seniors.

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maxRTE

CEO(s)
Carla Larin
Sector

B2B services

Status

Active

year

2021

maxRTE

CEOs
Sector
B2B services
Status
Active
Investment year
2021

Billing and payment solutions for healthcare revenue cycle management.

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Tactiq

CEO(s)
Mark Devooght
Sector

Software

Status

Active

year

2021

Tactiq

CEOs
Sector
Software
Status
Active
Investment year
2021

Business intelligence, category management and invoicing software for retailers, distributors, and manufacturers.

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dotCMS

CEO(s)
Vadym Kononenko
Zain Ishaq
Sector

Software

Status

Active

year

2021

dotCMS

CEOs
Sector
Software
Status
Active
Investment year
2021

Open source content management system for content driven sites and applications.

Read more

Vitana Pediatric & Orthodontic Partners

CEO(s)
Ashish Bagai
Amir Fardshisheh
Sector

Healthcare

Status

Active

year

2021

Vitana Pediatric & Orthodontic Partners

CEOs
Sector
Healthcare
Status
Active
Investment year
2021

Non-clinical management services for pediatric and orthodontic dental practices.

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ConsumerAffairs

CEO(s)
Zac Carman
Sector

Consumer services

Status

Active

year

2021

ConsumerAffairs

CEOs
Sector
Consumer services
Status
Active
Investment year
2021

Customer review and consumer news platform.

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Flint Group

CEO(s)
Collin Hathaway
Sector

Prof. services

Status

Exited

year

2021

Flint Group

CEOs
Sector
Prof. services
Status
Exited
Investment year
2021

Residential home service business focused on plumbing, HVAC, electrical, and related home service segments.

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Central Storage & Warehouse

CEO(s)
Hill Hamrick
Sam Krieg
Sector

B2B services

Status

Active

year

2021

Central Storage & Warehouse

CEOs
Sector
B2B services
Status
Active
Investment year
2021

Temperature-controlled warehouse business services.

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NCFDD

CEO(s)
Sector

Prof. services

Status

Active

year

2021

NCFDD

CEOs
Sector
Prof. services
Status
Active
Investment year
2021

Professional development and mentoring services for universities and their academics.

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HigherMe

CEO(s)
Elise Polezel
Sector

Software

Status

Exited

year

2021

HigherMe

CEOs
Sector
Software
Status
Exited
Investment year
2021

Easy-to-use HR and hiring tools for quick-service restaurants.

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Halsey Health

CEO(s)
Peter Sullivan
Danny Ball
Sector

Healthcare

Status

Active

year

2021

Halsey Health

CEOs
Sector
Healthcare
Status
Active
Investment year
2021

Private medical office in New York.

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Montis Financial

CEO(s)
John Yanchek
Tucker Donahoe
Sector

Financial services

Status

Active

year

2021

Montis Financial

CEOs
Sector
Financial services
Status
Active
Investment year
2021

Wealth management services.

Read more
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