A Representative Selection of Past and Present Engagements.
FundApps | Established Companies
- Industry leading compliance monitoring and reporting technology platform
- Board Chairman // Strategic Advisor // Investor
- Link to FundApps website
Multifonds | Established Companies
- Leading global provider of proprietary investment accounting and transfer agency software
- Board Chairman // Strategic Advisor // Investor
- Link to Multifonds website
Calypso | Established Companies
- Past Engagement -- Calypso was acquired by Thoma Bravo in July of 2021 for nearly $4b, rebranded as Adenza and subsequently sold to Nasdaq for over $10b.
- 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
Ultimus | Established Companies
- Past engagement -- Ultimus was recapitalized in 2025. New investor (Stone Point Capital) joined the investor base while numerous original investors were able to have a highly successful exit.
- Leading independent provider of fund administration services and solutions for investment advisors
- Former Board Chairman // Strategic Advisor // Investor
- Link To Ultimus Website
Kyriba | Established Companies
- Past engagement -- Kyriba was recapitalized in 2024 at a valuation of over $3b
- 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
EPFR | Established Companies
- Past engagement — EPFR was acquired by ISI in August, 2024
- Premier provider of financial data and analytics. Market leader in fund flows data across global capital markets.
- Former Board Chairman // Strategic Advisor // Investor
- Link to EPFR Website
Forge Global | Established Companies
- The global hub for private market innovators
- Pre-IPO Investor
- Link to Forge Global website
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
Waya | Emerging/Early-Stage Companies
- Past engagement -- Former investor and strategic advisor
- Innovative provider of money transfer and payment solutions across Africa
- Link to Waya website
Mews | Established Companies
- Cloud-based hospitality platform used by over 12,000 leading properties around the globe.
- Investor
- Linke to Mews website
Oxygen eSports | Emerging/Early-Stage Companies
- New England's premier eSports organization
- Investor
- Link to Oxygen eSports
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
- Leading provider of cloud-based ERP for manufacturers and dealers
- Investor and advisor
- Link to Flyntlok Website
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