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

H Clinical

CEO(s)
Ben Joers
Eddie Hannush
Sector

Healthcare

Status

Active

year

2026

H Clinical

CEOs
Sector
Healthcare
Status
Active
Investment year
2026

A clinical research services provider specializing in decentralized trials and home healthcare solutions across Latin America.

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Connected Dealer Services

CEO(s)
Tommy Högström
Marcus Jörgensen
Sector

B2B services

Status

Active

year

2026

Connected Dealer Services

CEOs
Sector
B2B services
Status
Active
Investment year
2026

Hardware-enabled software solutions for franchise dealers, independent dealers, BHPH operators, automotive lenders, and strategic partners.

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IT Service Alliance

CEO(s)
Graeme Hewett
Nadim Muzayyin
Sector

Prof. services

Status

Active

year

2026

IT Service Alliance

CEOs
Sector
Prof. services
Status
Active
Investment year
2026

Organization that acquires and manages IT services businesses.

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Geller Lighting

CEO(s)
John Shoemaker
John Rosensweig
Sector

B2B services

Status

Active

year

2026

Geller Lighting

CEOs
Sector
B2B services
Status
Active
Investment year
2026

Wholesale lighting distributor and authorized recycler for light bulbs, batteries, and ballasts, and offers turn-key LED lighting solutions.

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Cambridge Memorial Group

CEO(s)
Cole West
John Baker
Sector

Consumer services

Status

Active

year

2026

Cambridge Memorial Group

CEOs
Sector
Consumer services
Status
Active
Investment year
2026

Owns and operates funeral homes across the Midwest.

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Ontario Virtual School

CEO(s)
Charlie Iscoe
Sector

Education

Status

Active

year

2026

Ontario Virtual School

CEOs
Sector
Education
Status
Active
Investment year
2026

An accredited online high school operating since 2010.

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Surge

CEO(s)
Jimmy Gillespie
Sector

B2B services

Status

Active

year

2026

Surge

CEOs
Sector
B2B services
Status
Active
Investment year
2026

System for onboarding, licensing, partner relationships, and production intelligence.

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Message Digital

CEO(s)
Garrison Jones
Sector

B2B services

Status

Active

year

2026

Message Digital

CEOs
Sector
B2B services
Status
Active
Investment year
2026

Digital communication solutions for social impact organizations, agencies, and campaigns.

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Heartwood Family

CEO(s)
Susan Gaspar
Sector

Education

Status

Active

year

2026

Heartwood Family

CEOs
Sector
Education
Status
Active
Investment year
2026

Operator and acquirer of childcare centres in Canada and North America.

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CoFi

CEO(s)
Queris Au
Ashwin Kumar
Sector

Financial services

Status

Active

year

2026

CoFi

CEOs
Sector
Financial services
Status
Active
Investment year
2026

Multi-party payment platform designed for premium elective medical procedures.

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Merit Holdings

CEO(s)
John Burke
Sector

HoldCo

Status

Active

year

2026

Merit Holdings

CEOs
Sector
HoldCo
Status
Active
Investment year
2026

Acquires, manages and builds software businesses in niche verticals.

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A Personal Choice

CEO(s)
Kyle Simmons
Sector

Consumer services

Status

Active

year

2025

A Personal Choice

CEOs
Sector
Consumer services
Status
Active
Investment year
2025

Medical facility exclusively for tubal ligation reversal.

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FluidSecure

CEO(s)
Arnab Chatterjee
Ian Field
Jordan Freeman
Sector

Software

Status

Active

year

2025

FluidSecure

CEOs
Sector
Software
Status
Active
Investment year
2025

Fuel and fluid management technology company.

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FreeBalance

CEO(s)
Adrian Bartha
Sector

Prof. services

Status

Active

year

2025

FreeBalance

CEOs
Sector
Prof. services
Status
Active
Investment year
2025

Specialized government technology firm providing public financial management software and advisory services.

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Sector 7 Energy

CEO(s)
Omar Garza
Sector

Prof. services

Status

Active

year

2025

Sector 7 Energy

CEOs
Sector
Prof. services
Status
Active
Investment year
2025

Comprehensive energy consulting firm.

Read more
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