Private equity with a focus on technology and services companies. Targeting mid-stage companies with exceptional growth potential with equity investments of $25-100+ million.Board seats include:• AutoVitals - SaaS workflow for automotive repair shops• Giact Systems - identity and payment fraud protection (acquired by Refinitiv)• Global Access - cross-border ecommerce technology and logistics• Inbenta - global conversational AI platform for digital solutions• Inova Payroll - smart payroll and HR management solutions• Pelitas - revenue cycle software and patient engagement (acquired by FinThrive)• PublicRelay - enterprise media intelligence and analytics• Symphony Risk - insurance, risk management, and benefits advisory• Stukent - digital courseware and simulations for higher education• TEZ Technology - mobile payment solutions for parking solutions• VanillaSoft - omni-channel sales engagement platform

Private equity with a focus on services companies. Targeted control transactions with equity investments of $50-200+ million.

Private equity with a focus on information, financial, and business services. Targeted growth equity and buyout transactions with equity investments of $15-100+ million in profitable services companies.Board seats included:• Beecher Carlson - insurance and risk management brokerage (acquired by Brown & Brown)• Century Payments - electronic payment processing solutions (acquired by WorldPay)• Lion Street - financial product distribution to HNW and corporate clients• Strategic Insight - business intelligence for asset managers (acquired by Genstar Capital)

Investment banking with a focus on middle-market companies. Transaction involvement included sell-side and buy-side M&A engagements and capital raises.

Investment banking with a focus on technology companies. Transaction involvement included public equity offerings and M&A advisory.