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

Utility Cloud

CEO(s)
Dan Calano
Sector

Software

Status

Exited

year

2019

Utility Cloud

CEOs
Sector
Software
Status
Exited
Investment year
2019

Utility asset management software.

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The Nearshore Company

CEO(s)
Armando Martinez Alarcon
Sector

B2B services

Status

Active

year

2019

The Nearshore Company

CEOs
Sector
B2B services
Status
Active
Investment year
2019

Manufacturing services for SMBs.

Read more

Performio

CEO(s)
Grayson Morris
Luke Teeple
Sector

Software

Status

Active

year

2019

Performio

CEOs
Sector
Software
Status
Active
Investment year
2019

Incentive compensation management software.

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IntellaTriage

CEO(s)
Daniel Reese
Sector

B2B services

Status

Active

year

2019

IntellaTriage

CEOs
Sector
B2B services
Status
Active
Investment year
2019

Nurse based triage and telehealth patient engagement solution.

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Clariti

CEO(s)
Cyrus Symoom
Jake Dancyger
Sector

Software

Status

Active

year

2019

Clariti

CEOs
Sector
Software
Status
Active
Investment year
2019

Software for efficient permit and license management.

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The Carolina Center

CEO(s)
Brandon Garcilazo
Keith Laabs
Sector

Healthcare

Status

Active

year

2018

The Carolina Center

CEOs
Sector
Healthcare
Status
Active
Investment year
2018

ABA and Autism treatment centers.

Read more

Kantola

CEO(s)
Scott Mackenzie
Sarah Rowell
Sector

B2B services

Status

Exited

year

2018

Kantola

CEOs
Sector
B2B services
Status
Exited
Investment year
2018

Online sexual harassment training courses for businesses and government organizations. eLearning focused on DEI and harassment prevention.

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Infosel

CEO(s)
Edgar Perez
Miguel Garcia Ruiz
Sector

Software

Status

Active

year

2018

Infosel

CEOs
Sector
Software
Status
Active
Investment year
2018

Real time news and market data services.

Read more

Destination Pet

CEO(s)
Sector

Prof. services

Status

Exited

year

2018

Destination Pet

CEOs
Sector
Prof. services
Status
Exited
Investment year
2018

Community of pet professionals dedicated to providing total pet health care.

Read more

AspenRidge Recovery

CEO(s)
Sector

Healthcare

Status

Active

year

2018

AspenRidge Recovery

CEOs
Sector
Healthcare
Status
Active
Investment year
2018

Substance abuse treatment in Colorado.

Read more

Dynamic Growth Dental Support

CEO(s)
Ryan Jones
Sector

Healthcare

Status

Exited

year

2018

Dynamic Growth Dental Support

CEOs
Sector
Healthcare
Status
Exited
Investment year
2018

Non-clinical management servies for dental practices.

Read more

Discover Health

CEO(s)
Daniel Hudspeth
Sector

Healthcare

Status

Active

year

2018

Discover Health

CEOs
Sector
Healthcare
Status
Active
Investment year
2018

Integrated network of independent concierge medical practices.

Read more

Legna Software

CEO(s)
Woody Rich
Sector

Software

Status

Active

year

2018

Legna Software

CEOs
Sector
Software
Status
Active
Investment year
2018

Software for wood products producers, manufacturers, and distributors.

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Avea

CEO(s)
Sector

Software

Status

Exited

year

2018

Avea

CEOs
Sector
Software
Status
Exited
Investment year
2018

Behavioral health billing software for revenue cycle management and operations.

Read more

Emporos

CEO(s)
Eric Kristensen
Sector

Software

Status

Active

year

2018

Emporos

CEOs
Sector
Software
Status
Active
Investment year
2018

Pharmacy point-of-sale software system for healthcare organizations.

Read more
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