PE Portfolio

We invest in businesses that we can help support with AI & automation-driven transformations.  Some of the companies and management teams that we are fortunate to partner with include:

Financial Services

Chicago, IL

Crowe

Crowe is a leading public accounting, consulting, and technology firm serving clients across audit, tax, and advisory. Combining deep industry specialization with innovative technology, it helps organizations manage risk, improve performance, and make smarter decisions.

Financial Services

Chicago, IL

Crowe

Crowe is a leading public accounting, consulting, and technology firm serving clients across audit, tax, and advisory. Combining deep industry specialization with innovative technology, it helps organizations manage risk, improve performance, and make smarter decisions.

Financial Services

Chicago, IL

Crowe

Crowe is a leading public accounting, consulting, and technology firm serving clients across audit, tax, and advisory. Combining deep industry specialization with innovative technology, it helps organizations manage risk, improve performance, and make smarter decisions.

Business Services

Milan, Italy

BVTech

BVTech is an Italian ICT and cybersecurity group specializing in data and information security and the defense of critical infrastructure. Serving defense, finance, healthcare, and public administration clients, it delivers digital transformation, cybersecurity, and digital trust solutions.

Business Services

Milan, Italy

BVTech

BVTech is an Italian ICT and cybersecurity group specializing in data and information security and the defense of critical infrastructure. Serving defense, finance, healthcare, and public administration clients, it delivers digital transformation, cybersecurity, and digital trust solutions.

Business Services

Milan, Italy

BVTech

BVTech is an Italian ICT and cybersecurity group specializing in data and information security and the defense of critical infrastructure. Serving defense, finance, healthcare, and public administration clients, it delivers digital transformation, cybersecurity, and digital trust solutions.

Financial Services

Minneapolis, MN

DCM Services

DCM Services specializes in estate account resolution, providing compassionate and compliant recovery solutions to organizations across financial services, healthcare, and other sectors.

Financial Services

Minneapolis, MN

DCM Services

DCM Services specializes in estate account resolution, providing compassionate and compliant recovery solutions to organizations across financial services, healthcare, and other sectors.

Financial Services

Minneapolis, MN

DCM Services

DCM Services specializes in estate account resolution, providing compassionate and compliant recovery solutions to organizations across financial services, healthcare, and other sectors.

Business Services

Houston, TX

G&A Partners

G&A Partners delivers comprehensive human resources solutions, including payroll, benefits administration, and compliance, to businesses seeking to streamline operations and enhance employee satisfaction. Their personalized approach ensures efficient and effective HR management, enabling clients to focus on growth.

Business Services

Houston, TX

G&A Partners

G&A Partners delivers comprehensive human resources solutions, including payroll, benefits administration, and compliance, to businesses seeking to streamline operations and enhance employee satisfaction. Their personalized approach ensures efficient and effective HR management, enabling clients to focus on growth.

Business Services

Houston, TX

G&A Partners

G&A Partners delivers comprehensive human resources solutions, including payroll, benefits administration, and compliance, to businesses seeking to streamline operations and enhance employee satisfaction. Their personalized approach ensures efficient and effective HR management, enabling clients to focus on growth.

Healthcare Services

Tempe, AZ

Cranial Technologies

Specializing in pediatric care, Cranial Technologies provides non-surgical treatment for infants with plagiocephaly through custom cranial remolding orthoses. Their dedicated team of experts ensures personalized care and outstanding results for each patient.

Healthcare Services

Tempe, AZ

Cranial Technologies

Specializing in pediatric care, Cranial Technologies provides non-surgical treatment for infants with plagiocephaly through custom cranial remolding orthoses. Their dedicated team of experts ensures personalized care and outstanding results for each patient.

Healthcare Services

Tempe, AZ

Cranial Technologies

Specializing in pediatric care, Cranial Technologies provides non-surgical treatment for infants with plagiocephaly through custom cranial remolding orthoses. Their dedicated team of experts ensures personalized care and outstanding results for each patient.

Business Services

Bozeman, MT

Foundant Technologies

Foundant offers software solutions designed to simplify grant management, donor management, and community foundation operations. Their intuitive platforms help organizations increase efficiency, improve collaboration, and maximize their impact.

Business Services

Bozeman, MT

Foundant Technologies

Foundant offers software solutions designed to simplify grant management, donor management, and community foundation operations. Their intuitive platforms help organizations increase efficiency, improve collaboration, and maximize their impact.

Business Services

Bozeman, MT

Foundant Technologies

Foundant offers software solutions designed to simplify grant management, donor management, and community foundation operations. Their intuitive platforms help organizations increase efficiency, improve collaboration, and maximize their impact.

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Partner with us