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

Morningside

CEO(s)
Roland Lessard
Thomas Klein
Sector

B2B services

Status

Exited

year

2017

Morningside

CEOs
Sector
B2B services
Status
Exited
Investment year
2017

ISO-certified IP translation services.

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Mercury Roadways

CEO(s)
Sector

B2B services

Status

Exited

year

2017

Mercury Roadways

CEOs
Sector
B2B services
Status
Exited
Investment year
2017

Pickup and delivery contractor on the East Coast.

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Banyan

CEO(s)
David Berkal
Sector

Software

Status

Active

year

2017

Banyan

CEOs
Sector
Software
Status
Active
Investment year
2017

Banyan helps great enterprise software businesses take the next step.

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Richmond Alarm

CEO(s)
Brian Vanderheyden
Sector

B2B services

Status

Exited

year

2017

Richmond Alarm

CEOs
Sector
B2B services
Status
Exited
Investment year
2017

Residential and commercial security systems and monitoring.

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Circle Surrogacy

CEO(s)
Steuart Botchford
Sam Hyde
Sector

Healthcare

Status

Exited

year

2017

Circle Surrogacy

CEOs
Sector
Healthcare
Status
Exited
Investment year
2017

Surrogacy and egg donation agency.

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CCD

CEO(s)
Kalil Diaz
Sector

B2B services

Status

Exited

year

2017

CCD

CEOs
Sector
B2B services
Status
Exited
Investment year
2017

Outsourced call center for medical support services.

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eRequester

CEO(s)
Sector

Software

Status

Active

year

2017

eRequester

CEOs
Sector
Software
Status
Active
Investment year
2017

Cloud procurement software for proactive spend management.

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Falcon Critical Care Transport

CEO(s)
Tyler Coats
Sector

B2B services

Status

Active

year

2017

Falcon Critical Care Transport

CEOs
Sector
B2B services
Status
Active
Investment year
2017

Medical transportation services throughout Northern California.

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IS Entrega

CEO(s)
Andre Freire
Marcelo Novaes
Sector

B2B services

Status

Exited

year

2017

IS Entrega

CEOs
Sector
B2B services
Status
Exited
Investment year
2017

Transport and logistics services.

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HousingWire

CEO(s)
Clayton Collins
Sector

B2B services

Status

Active

year

2016

HousingWire

CEOs
Sector
B2B services
Status
Active
Investment year
2016

Provider of independent news for housing markets, real estate, and mortgage markets.

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Omatic

CEO(s)
Daniel Kim
Sector

Software

Status

Exited

year

2016

Omatic

CEOs
Sector
Software
Status
Exited
Investment year
2016

Data integration software for nonprofit organizations.

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Lightwave Dental Management

CEO(s)
Justin Jory
Sector

Healthcare

Status

Exited

year

2016

Lightwave Dental Management

CEOs
Sector
Healthcare
Status
Exited
Investment year
2016

Non-clinical management servies for dental practices.

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Worldwide Security

CEO(s)
Alexander Schuil
Sector

B2B services

Status

Exited

year

2015

Worldwide Security

CEOs
Sector
B2B services
Status
Exited
Investment year
2015

Fire protection and security for residential and commercial customers.

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ProPoint Solutions

CEO(s)
Raj Mahajan
Sector

Software

Status

Exited

year

2015

ProPoint Solutions

CEOs
Sector
Software
Status
Exited
Investment year
2015

Point-of-sale software for salon and spa management.

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Chronus

CEO(s)
Seena Mortazavi
Sector

Software

Status

Exited

year

2015

Chronus

CEOs
Sector
Software
Status
Exited
Investment year
2015

Mentoring community for business leaders.

Read more
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