A Representative Selection of Past and Present Engagements.

Filter: All Funds Emerging/Early-Stage Companies Established Companies

Calypso | Established Companies

  • Past Engagement -- Calypso was acquired by Thoma Bravo in July of 2021
  • Leading provider of front to back capital markets software with over 20 offices and 800 employees around the globe
  • Former Board Member // Former Strategic Advisor // Former Investor // Former Interim-CEO/Chairman
  • Link To Calypso Website

EPFR | Established Companies

  • Premier provider of financial data and analytics. Market leader in fund flows data across global capital markets.
  • Board Chairman // Strategic Advisor // Investor
  • Link to EPFR Website

Ultimus | Established Companies

  • Leading independent provider of fund administration services and solutions for investment advisors
  • Board Chairman // Strategic Advisor // Investor
  • Link To Ultimus Website

Kyriba | Established Companies

  • Number one provider of cloud-based treasury solutions with over 2,000 clients around the globe
  • From 2019-2021 -- Board Member // Strategic Advisor // Investor. In July of 2021, stepped down from board but remained involved as an Investor and as an Advisor to Kyriba's PE sponsor.
  • Link To Kyriba Website

Waya | Emerging/Early-Stage Companies

  • Innovative provider of money transfer and payment solutions across Africa
  • Investor and Strategic Advisor
  • Link to Waya website

Forge Global | Established Companies


Aareal Bank | Established Companies

  • Leading international specialist property banks focused on three business segments: Structured Property Financing, Banking & Digital Solutions, and Aareon (ERP software and digital solutions for the property industry)
  • Investor in 2023 take-private
  • Link to Aareal Bank website

EZE Software Group | Established Companies

  • Past engagement — Eze Software Group was acquired by SS&C in 2018
  • Global leader in front to back software solutions for investment managers
  • Former Board Member // Former Investor // Former CEO
  • Link To SS&C-Eze Website

Eze Castle Integration | Established Companies

  • Past engagement — Eze Castle Integration was acquired by H.I.G. Capital in 2018
  • Premier provider of managed services and technology solutions to the investment management industry
  • Former Strategic Advisor // Former shareholder
  • Link to ECI Website

Ark Data, Inc. | Emerging/Early-Stage Companies

  • Past Engagement -- Ark Data was acquired by BlackRock in July of 2021
  • Ark Data's cloud-based platform enables data providers and consumers to work together on what’s important – finding value.
  • Former Investor // Former Strategic Advisor
  • Link to Ark Data Website

Sernova | Emerging/Early-Stage Companies

  • Innovative provider of cloud based post-trade services with a focus on derivatives clearing
  • Strategic Advisor // Shareholder
  • Link to Sernova Website

Adroit Trading Technologies | Emerging/Early-Stage Companies

    • Past engagement - Project based engagement for equity
    • Innovative provider of multi-asset OEMS with deep expertise in OTC requirements
    • Strategic Advisor // shareholder

Oxygen eSports | Emerging/Early-Stage Companies


Finonimal | Emerging/Early-Stage Companies

  • Past engagement - Finomial was acquired by SEI in 2021
  • Finomial is a leading provider of cloud-based client lifecycle management software
  • Strategic Advisor // Shareholder
  • Link to Finomial Website

Flyntlok | Emerging/Early-Stage Companies


Code:Red | Emerging/Early-Stage Companies

  • Past engagement — Code Red was acquired by Factset in 2015
  • Innovative provider of cloud based Research Management Solutions
  • Former Strategic Advisor // Former investor
  • Link to Code Red (now Factset RMS) Website

Advent International | Funds

Link to Advent International site


Bridgepoint | Funds

Link to Bridgepoint website


GTCR | Funds

Link to GTCR Website


Summit Partners | Funds

Link to Summit Partners Website


Vestigo Ventures | Funds

Link to Vestigo Ventures Website


Illuminate Financial | Funds

Link to Illuminate Financial Website


Montagu | Funds

Link to Montagu Website


FTV Capital | Funds

Link to FTV Capital


Francisco Partners | Funds

Link to Francisco Partners


Rothschild - Five Arrows | Funds

Link to Rothschild Five Arrows website


TPG | Funds

Link to TPG Website


L-GAM | Funds

Link to L-GAM Website


Merieux Equity Partners | Funds

Link to Merieux Equity Partners