operating companies

We've got your back

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

Calyx Senior Living

CEO(s)
Karen Moriarty
Sector

Healthcare

Status

Active

year

2022

Calyx Senior Living

CEOs
Sector
Healthcare
Status
Active
Investment year
2022

A community of hybrid senior living facilities offering a holistic, integrated approach to health, wellness, and support.

Read more

Octapus

CEO(s)
Felipe Villaneda
Pierre Lambert
Sector

Software

Status

Active

year

2022

Octapus

CEOs
Sector
Software
Status
Active
Investment year
2022

Hybrid cloud computing and cybersecurity solutions.

Read more

Elios Media

CEO(s)
Ryan Schafer
Sector

B2B services

Status

Active

year

2022

Elios Media

CEOs
Sector
B2B services
Status
Active
Investment year
2022

Holding company for digital media businesses.

Read more

Revive Salon & Spa

CEO(s)
Matthew Speaker
Michael Speaker
Sector

Healthcare

Status

Active

year

2022

Revive Salon & Spa

CEOs
Sector
Healthcare
Status
Active
Investment year
2022

Medical spa services.

Read more

VIMANA

CEO(s)
Sector

Software

Status

Exited

year

2022

VIMANA

CEOs
Sector
Software
Status
Exited
Investment year
2022

Manufacturing analytics software.

Read more

Concierge Plus

CEO(s)
Mauricio Gonzalez
Sector

Software

Status

Active

year

2022

Concierge Plus

CEOs
Sector
Software
Status
Active
Investment year
2022

Property management platform for community associations, HOAs, and condominiums.

Read more

NeoAssist

CEO(s)
Sector

Software

Status

Active

year

2021

NeoAssist

CEOs
Sector
Software
Status
Active
Investment year
2021

Customer service software platform.

Read more

TopQuadrant

CEO(s)
Nimit Mehta
Amar Doshi
Sector

Software

Status

Active

year

2021

TopQuadrant

CEOs
Sector
Software
Status
Active
Investment year
2021

Data governance and semantic search services.

Read more

Spanish Schoolhouse

CEO(s)
Evan Meehan
Sector

Education

Status

Active

year

2021

Spanish Schoolhouse

CEOs
Sector
Education
Status
Active
Investment year
2021

Spanish-language based early childhood education.

Read more

Salvavidas Cardio

CEO(s)
Carlos Fernandez
Sector

B2B services

Status

Exited

year

2021

Salvavidas Cardio

CEOs
Sector
B2B services
Status
Exited
Investment year
2021

Medical equipment manufacturing.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more
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