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.