Our Portfolio
Building Market-Leading, Destination Platforms
We partner with exceptional founders and management teams to build category-defining Destination Platforms across financial services, business services, and related technology.
Doubling Market Share, Expanding Globally: How SRS Acquiom Became a Category Leader
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From Fragmented to Foundational: Building a Defining ERP-Payments Platform with Fortis
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Beyond Property Loss: JS Held's Evolution into a Diversified Specialty Advisory Leader
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Building a Destination Platform in the GRC Space: Foreside's Growth with Lovell Minnick
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Setting the Standard in Family Office Services: The Pathstone Story
View Case StudyDoubling Market Share, Expanding Globally: How SRS Acquiom Became a Category Leader
View Case Study361 Capital
ACU-Serve
AKAM
ALPS Holdings
Americana Partners
AssetMark
Atlantic Asset Management
ATTOM
Beacon Global Strategies
Berkeley Capital Management
Broadstone
CenterSquare
Centurion Capital Group
Charles Taylor
ClariVest Asset Management
Cohen & Co
Commercial Credit Group
Currency Capital
Dahlman Rose & Company
Deep Pool Financial Solutions
Definiti
Kroll
Engage People
First Allied
Foreside
Fortis
H.D. Vest
Inside Real Estate
J.S. Held
Kanaly Trust
Keane Holdings
Leerink Partners
Lincoln Investment
LSQ
Matthews Asia
Mercer Advisors
National Auto Care
Net At Work
Newport Specialty Partners
oneZero
Pathstone
PlanMember
PowellJohnson
Reflect Health
re:Members
Seaside National Bank & Trust
SRS Acquiom
Stein Roe Investment Counsel
STP Investment Services
Suede
The Trio Solution
Tortoise Capital
Trea Asset Management
TriState Capital
UNX
W1M
Warner Pacific Insurance Services
Worldwide Facilities
Xactus
