Portfolio

Growth Products & Services

Partnering with category-defining innovators in financial services, consumer, business services and industrial technology

Our Growth Products & Services team seeks to invest in category-leading growth companies and partner with talented executives in four key areas – financial services, consumer, business services and industrial technology – offering deep expertise and resources to support the profitable growth of industry-leading businesses.

Across these sectors, our experience is deep and broad, spanning numerous market shifts, macroeconomic environments and business models. We’ve helped build some of the largest financial services platforms across the U.S. and Europe, worked alongside business services companies disrupting traditional distribution models, supported the rapid expansion of high-profile consumer brands and helped scale innovative global payments providers – and in aggregate have supported more than 100 public offerings, strategic sales, and sponsor-backed M&A exits across these sectors. We believe this perspective allows our team to identify the innovators shaping their markets and actively support their growth as category-defining leaders.

Our Growth Products & Services Team

Our Healthcare Team

Our team brings perspective, relationships and know-how to support the growth of category leaders and category-defining businesses across the financial services, consumer, business services and industrial technology sectors. We strive to take a thematic approach to investing, developing our sector theses over time and working alongside the executives and companies we back to offer insight honed through decades of experience.

Sector News and Insights

CollisionRight Announces Investment from Growth Equity Firm Summit Partners

Summit News
Case Study

Sector News and Insights

Vista Equity Partners Completes Acquisition of EngageSmart

Summit News
Case Study

Sector News and Insights

Adviser Investments Rebrands as RWA Wealth Partners Following Transformative Merger

Portfolio Company News
Case Study

Sector News and Insights

CERTANIA Announces Growth Capital Raise from Summit Partners

Portfolio Company News
Case Study

Growth Products & Services Portfolio

Case study available

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Company

Subsector

Status

Description

Insurcomm

Sub Sector

Current

2024

Commercial and residential restoration services

false

Insurcomm

Commercial and residential restoration services

false

Insurcomm is a rapidly growing provider of commercial and residential restoration services committed to delivering the highest quality of care to clients navigating property loss events. The Company offers a comprehensive range of property damage restoration services that are focused on water mitigation, remediation and reconstruction work to customers nationally.

CollisionRight

Sub Sector

Current

2024

Automotive collision repair services

false

CollisionRight

Automotive collision repair services

false

CollisionRight is a leading provider of automotive collision repair services through a network of high-quality, customer-friendly facilities across the Central U.S. and Mid-Atlantic regions. The company differentiates itself through a passion for quality repair work, backed by heavy investment in state-of-the-art equipment, facilities, technician training and auto manufacturer certifications, while maintaining strong relationships with insurance carriers.

CERTANIA

Sub Sector

Current

2023

Testing, Inspection and Certification (TIC) services

false

CERTANIA

Testing, Inspection and Certification (TIC) services

false

CERTANIA is a provider of Testing, Inspection, and Certification (TIC) services focused on addressing global challenges across health and sustainability. Formed by uniting leading partner companies in TIC industry, CERTANIA offers an extensive portfolio of services including food, environmental and industrial testing, CRO services, ESG analytics and consulting, and a broad range of certification and quality-control services.

Doctrine

Sub Sector

Current

2023

Legal intelligence platform

false

Doctrine

Legal intelligence platform

false

Doctrine is a leading provider of data, search and productivity solutions for legal professionals. The Doctrine platform aggregates, contextualizes and automates the processing of legal information and is designed to empower legal professionals to conduct more accurate and efficient search and save time, limit errors and focus on higher value-add tasks.

QAD

Sub Sector

Current

2022

Next-generation manufacturing & supply chain solutions in the cloud

false

QAD

Next-generation manufacturing & supply chain solutions in the cloud

false

QAD is a leading provider of next-generation manufacturing and supply chain solutions in the cloud to enable the Adaptive Enterprise. The company offers a wide range of enterprise solutions including enterprise resource planning (ERP), digital commerce (DC), supplier relationship management (SRM), digital supply chain planning (DSCP), global trade and transportation execution (GTTE), and enterprise quality management system (EQMS).

Energy Aspects

Sub Sector

Current

2022

Information services for the energy markets

false

Energy Aspects

Information services for the energy markets

false

Energy Aspects is a provider of energy data analysis and market intelligence to a global client base. Drawing on extensive proprietary data models, the company offers in-depth coverage of market fundamentals, price movements and geopolitical context to help guide investment, trading and strategic decisions.

Halborn

Sub Sector

Current

2022

Blockchain cybersecurity firm

false

Halborn

Blockchain cybersecurity firm

false

Halborn is an emerging leader in the blockchain cybersecurity space. The company offers a comprehensive suite of security solutions for companies developing applications on blockchains including DevSecOps management, smart contract audits and advanced penetration testing.

Foxen

Sub Sector

Current

2022

Financial technology solutions for the real estate industry

false

Foxen

Financial technology solutions for the real estate industry

false

Foxen is a leading provider of innovative financial technology solutions for real estate, serving multifamily property owners, operators, managers and their residents. Foxen’s integrated products include an automated compliance monitoring and renters insurance program, as well as a rent payment reporting and credit building program for tenants.

48forty Solutions

Sub Sector

Current

2022

End-to-end pallet management solutions

false

48forty Solutions

End-to-end pallet management solutions

false

48forty Solutions is a leading national provider of recycled wood pallets and related total pallet management services operating across the United States and Canada. The company provides end-to-end pallet solutions from supply to retrieval, new and custom pallets, and recycling and reverse logistics services.

FNZ

Sub Sector

Current

2022

Global wealth management platform

false

FNZ

Global wealth management platform

false

FNZ is a global wealth management platform that partners with the world's leading financial institutions to transform the way the industry serves its clients. FNZ provides an integrated technology, transaction and custody platform to wealth managers, banks, insurers and asset managers in 18 countries across North America, Europe, Africa and Asia-Pacific.

Cinerius Financial Partners

Sub Sector

Current

2021

Wealth management consolidation platform

false

Cinerius Financial Partners

Wealth management consolidation platform

false

Cinerius is a consolidation platform focused on growing independent wealth management firms in the German-speaking region of Europe (“DACH”). The company seeks to promote a higher growth dynamic by offering resources at scale and strategic support to acquired firms while allowing leaders to maintain operational independence.

Hairstory

Sub Sector

Current

2021

Clean haircare brand

false

Hairstory

Clean haircare brand

false

Hairstory is a clean haircare brand that utilizes natural and sustainable ingredients to produce products designed to simplify the haircare regimen. The company’s core product, New Wash, cleans hair without any detergent, ending what the company sees as a vicious cycle of over-cleansing created by shampoo. Hairstory uses non-toxic, biodegradable ingredients and refillable packaging, and a portion of every New Wash purchase is donated to water-related conservation nonprofits.

OTR Solutions

Sub Sector

Current

2021

Tech-enabled services and financing solutions for SMB carriers

false

OTR Solutions

Tech-enabled services and financing solutions for SMB carriers

false

OTR Solutions provides industry-leading technology and financial services, tools, and support to small and medium-sized trucking companies. The company offers a wide range of services for the trucking community, including financing and back-office solutions, a dedicated fuel team, news and education, and innovative technology to help carriers and brokers start and grow successful operations.

Fracture

Sub Sector

Current

2021

Direct-to-consumer wall art

false

Fracture

Direct-to-consumer wall art

false

Fracture is a direct-to-consumer (“DTC”) designer and manufacturer of wall art printed directly on glass. The company creates affordable and sustainable products that allows anyone to print photos on simple pieces of glass and easily hang them in their living spaces.

Solactive

Sub Sector

Current

2020

Tech-enabled indices and index solutions

false

Solactive

Tech-enabled indices and index solutions

false

Solactive is a technology-enabled provider of indices and index solutions to the global financial services industry. Offering a high level of flexibility, speed and value, the company develops tailor-made index solutions for ETFs and other index-linked investments across equity, fixed income and multi-asset class strategies

RWA Wealth Partners

Sub Sector

Current

2020

Registered Investment Advisor

false

RWA Wealth Partners

Registered Investment Advisor

false

Adviser Investments is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. With more than $7 billion in assets under management, the company serves individuals, trusts, institutions and foundations.

ShipMonk

Sub Sector

Current

2020

Tech-enabled fulfillment and inventory management solutions

false

ShipMonk

Tech-enabled fulfillment and inventory management solutions

false

ShipMonk is a leading provider of tech-enabled fulfillment and inventory management solutions to SMB ecommerce companies.The company’s proprietary software powers its fulfillment services.

GRESB

Sub Sector

Current

2020

ESG benchmarking data

false

GRESB

ESG benchmarking data

false

GRESB is a mission-driven and industry-led organization providing standardized and validated Environmental, Social and Governance (ESG) data to financial markets. Established in 2009, GRESB has become the leading ESG benchmark for real estate and infrastructure investments across the world, used by institutional and financial investors to inform decision-making.

Redzone

Sub Sector

Current

Merger

2020

Connected worker SaaS platform

false

Redzone

Connected worker SaaS platform

false

Redzone provides a connected worker platform designed to optimize productivity, safety and quality on the plant floor. The company’s software and coaching help manufacturing front-line employees implement best practices, collaborate and resolve unexpected issues.

Beyond Risk

Sub Sector

Current

2020

Alternative risk solutions

false

Beyond Risk

Alternative risk solutions

false

Beyond Risk is an independent alternative risk insurance services company focused on helping middle-market and SMB clients manage exposures and reduce the total cost of risk. The company offers a comprehensive portfolio of alternative risk solutions including property & casualty program management, healthcare employee benefits solutions and captive management.

Solo Brands

Sub Sector

IPO

Current

2020

Outdoor living brand platform

false

Solo Brands

Outdoor living brand platform

false

Solo Brands is a collection of distinctive, adventurous lifestyle brands built around enhancing and creating experiences that form memories and connection to people, places and the outdoors. The company’s portfolio includes Solo Stove, Chubbies Shorts, Oru Kayak and ISLE.

Output

Sub Sector

Current

2020

Music creation software

false

Output

Music creation software

false

Output offers a SaaS-based digital music creation platform designed to help musicians easily manipulate and customize sounds in real time. Musicians at all levels – from professionals to first-time hobbyists – rely on Output’s creative tools and proprietary library of 40,000+ loops to find inspiration and break through writer’s block.

Brooklinen

Sub Sector

Current

2020

Online home bedding / bath retailer

false

Brooklinen

Online home bedding / bath retailer

false

Brooklinen is a direct-to-consumer designer and retailer of stylish, luxury-grade home essentials delivered to customers at accessible prices. Brooklinen offers a highly curated online shopping experience for bedding, bath goods, loungewear and home accessories, with a focus on quality and exceptional customer experience.

Snap Finance

Sub Sector

Current

2019

Virtual rent-to-own financing programs

false

Snap Finance

Virtual rent-to-own financing programs

false

Snap Finance is a provider of point-of-sale, virtual rent-to-own (“vRTO”) financing programs. The company’s vRTO lease programs help to facilitate consumer purchases of larger ticket items such as furniture, mattresses and bedding, auto wheels and tires, jewelry, and electronics.

ProGlove

Sub Sector

Merger

2019

Industrial wearables and software

false

ProGlove

Industrial wearables and software

false

ProGlove is a leading provider of industrial wearables designed to improve the efficiency and effectiveness of scanning processes used across the manufacturing, logistics, transportation and ecommerce/retail sectors. The company’s IoT-connected scanner-glove helps workers increase productivity and optimize workflow.

Patriot Growth Insurance Services

Sub Sector

Current

2019

Retail insurance services firm

false

Patriot Growth Insurance Services

Retail insurance services firm

false

Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot’s collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets.

OnRobot

Sub Sector

Current

2018

Collaborative robot technology

false

OnRobot

Collaborative robot technology

false

OnRobot is a leading provider of end-of-arm tooling (EOAT) used in collaborative robot systems. OnRobot offers hardware and software that help manufacturers take full advantage of the benefits of collaborative robot applications: ease of use, cost-effectiveness and safe deployment and operation alongside human workers.

a.k.a. Brands

Sub Sector

Current

IPO

2018

E-commerce platform for fashion brands

false

a.k.a. Brands

E-commerce platform for fashion brands

false

a.k.a. Brands is a global, direct-to-consumer platform comprised of digitally-native fashion brands offering a curated assortment of on-trend, affordably-priced fashion apparel and accessories. The company leverages its operational expertise and deep industry experience to help emerging brands grow and achieve their full potential. The a.k.a. portfolio includes four compelling yet distinct brands, Culture Kings, Princess Polly, Petal & Pup and Rebdolls, each serving their customers in a different way with a product assortment that empowers self-expression and unique style.

Teaching Strategies

Sub Sector

Merger

2018

Early childhood educational solutions

false

Teaching Strategies

Early childhood educational solutions

false

Teaching Strategies is the largest provider of comprehensive early childhood education solutions for holistic child development, offering the leading digital early learning platform, integrating curriculum, assessment and engagement tools for educators and families. The company’s proprietary, research-based solutions for development and learning span from birth to Grade 3 and cover all areas of development of a child, from social-emotional to language and cognitive skills.

Elatec

Sub Sector

Current

2018

Multi-frequency and multi-protocol RFID readers

false

Elatec

Multi-frequency and multi-protocol RFID readers

false

Elatec is a leading global provider of highly-configurable RFID (radio frequency identification) technology solutions used in a variety of end-markets and industry applications, including printing, computing, manufacturing and the Internet of Things (IoT). The company designs and manufactures both contact (SmartCard) and close proximity contactless (NFC, RFID, Bluetooth) readers/writers that enable work optimization, workforce management, compliance and security.

onXmaps

Sub Sector

Current

2018

Mobile and web-based off-pavement maps and GPS technology

false

onXmaps

Mobile and web-based off-pavement maps and GPS technology

false

onX is a leading provider of mobile and web-based off-pavement maps and GPS technology for hunting and other outdoor pursuits. The company aggregates data on property ownership, trails, permitted land use, and many other parameters to deliver the most relevant and rich geospatial data to any device, anywhere.

Normec

Sub Sector

Merger

2017

Testing, Inspection and Certification services

false

Normec

Testing, Inspection and Certification services

false

Normec is a technology-enabled provider of Testing, Inspection and Certification (“TIC”) services in the Benelux region and Germany. Based in the Netherlands, Normec is pursuing an active consolidation strategy by acquiring independent TIC businesses and integrating them onto its structured and scalable platform.

Harvey Performance Company

Sub Sector

Merger

2017

Specialty cutting tools for precision machining applications

false

Harvey Performance Company

Specialty cutting tools for precision machining applications

false

Harvey Performance Company (“HPC”) provides high-performance cutting tools for the manufacturing and metalworking industries through three complementary brands: Harvey Tool, a broad, one-stop offering for specialty micro-cutting tools; Helical Solutions, a manufacturer of high-performance custom and standard end mills; and Micro 100, a manufacturer of turning and milling tools.

Club Champion

Sub Sector

Current

2017

Leading retailer of custom fit golf clubs

false

Club Champion

Leading retailer of custom fit golf clubs

false

Club Champion is one of the largest premium custom golf club fitting retailers in the world, with more than 60 locations across the United States. Club Champion uses highly trained fitters and the latest in ball flight measuring technology to deliver a Tour-quality fitting experience using an unbiased approach with the goal of producing longer, more accurate shots to lower golfers’ scores.

FineLine Technologies

Sub Sector

Merger

2016

Data and RFID solutions for the retail supply chain

false

FineLine Technologies

Data and RFID solutions for the retail supply chain

false

FineLine Technologies is a leading provider of data and RFID solutions to more than 220 global retailers and consumer brands and 30,000 manufacturers worldwide. FineLine’s FastTrak – a cloud-based, end-to-end client-facing technology platform – streamlines retail logistics between suppliers and retailers, providing speed and accuracy on complex orders with a fully integrated ordering, production and tracking experience.

Quay Australia

Sub Sector

Current

2016

Global eyewear brand

false

Quay Australia

Global eyewear brand

false

Quay Australia is a socially-connected global eyewear brand with a passionate following. The company designs and markets affordable fashion sunglasses for trendsetters worldwide.

Calypso Technology

Sub Sector

Merger

2016

Capital markets software

false

Calypso Technology

Capital markets software

false

Calypso is a global provider of capital markets software. Its integrated platform enables financial trading, processing, risk management and accounting across multiple asset classes and is used by over 35,000 market professionals in 60+ countries.

InfoArmor

Sub Sector

Merger

2016

Identity protection services

false

InfoArmor

Identity protection services

false

InfoArmor provides identity and cyber intelligence services that help clients fight emerging fraud and advanced cyber threats. The company partners with employers, benefit brokers, consultants, and benefits exchanges to deliver identify theft solutions alongside existing employee benefits.

Vestmark

Sub Sector

Current

2016

SaaS-based unified wealth management platform

false

Vestmark

SaaS-based unified wealth management platform

false

Vestmark is the premier SaaS technology provider for comprehensive unified wealth solutions utilized by financial advisors and institutions. Its integrated platform helps advisors, broker dealers and asset managers to more efficiently deliver advice to their clients. Vestmark‘s client base is comprised of top tier financial institutions, and the platform currently services 1.5 million accounts with an aggregate of $500 billion in assets.

Sézane

Sub Sector

Merger

2015

First online-only women’s wear fashion brand in France

false

Sézane

First online-only women’s wear fashion brand in France

false

Sézane is an online-only women’s wear fashion brand based in Paris. With a loyal customer following built entirely through word-of-mouth and social media, Sézane offers high-quality, ready-to-wear French chic style at an accessible price.

EngageSmart

Sub Sector

IPO

Current

2015

SaaS-based customer engagement solutions

false

EngageSmart

SaaS-based customer engagement solutions

false

EngageSmart provides SaaS-based solutions designed to simplify client engagement. The company serves multiple industries including healthcare, consumer finance, insurance, non-profit, local government and utilities, delivering digital engagement solutions that transform customer interactions into loyalty building opportunities by simplifying complex business processes and transactions.

Grand Design RV

Sub Sector

Merger

2014

Manufacturer of towable recreation vehicles

true

Grand Design RV

Manufacturer of towable recreation vehicles

true

Don Clark, Bill Fenech and Ron Fenech founded Grand Design RV in 2012 to introduce innovation in the recreational vehicle market, offering high-quality, feature-packed towable fifth wheel RVs with an intense focus on customer and dealer satisfaction. The trio had been part of the ownership team of Summit portfolio company Keystone RV, which was acquired by Thor Industries in 2001. Leveraging their combined 50+ years of experience in the RV industry, the founders built Grand Design from the ground up and were seeing tremendous growth with a unique business model that enabled industry-leading quality and the agility to quickly respond to fast-changing customer preferences. Seeking a trusted partner to support this rapid growth and the company’s expansion plans, Don, Ron and Bill chose to work with Summit.

Uber

Sub Sector

IPO

2014

On-demand transportation services

false

Uber

On-demand transportation services

false

Uber is an on-demand transportation service that is evolving the way the world moves. By seamlessly connecting riders to drivers through mobile and web apps, Uber makes cities more accessible, opening up more possibilities for riders and more business for drivers. With operations in hundreds of cities, Uber has a large and rapidly expanding global presence.

Parts Town

Sub Sector

Merger

2013

Distributor of restaurant equipment parts

true

Parts Town

Distributor of restaurant equipment parts

true

With a commitment to customer service and innovation, and an industry-leading e-commerce platform, Parts Town had become one of the fastest-growing OEM parts distributors to the foodservice industry in North America. CEO Steve Snower believed there was significant opportunity to further accelerate growth – both organically and through acquisitions – and sought a financial partner that would bring experience in technology-enabled distribution and services as well as the resources necessary to help realize his vision for the business.

Systems Maintenance Services

Sub Sector

Merger

2013

IT asset lifecycle services and support solutions for datacenters

false

Systems Maintenance Services

IT asset lifecycle services and support solutions for datacenters

false

Systems Maintenance Services (SMS) is a global provider of multivendor IT asset lifecycle services and support solutions for datacenters. SMS supports more than 3,000 clients globally across North America, Asia and Europe, including Cisco, IBM, HP, Dell, Oracle, EMC, Hitachi, NetApp, Lexmark and Xerox.

Ruffalo Noel Levitz

Sub Sector

Current

2013

Enrollment and fundraising management technology and services

false

Ruffalo Noel Levitz

Enrollment and fundraising management technology and services

false

Ruffalo Noel Levitz provides technology-enabled enrollment and fundraising management services to a diverse array of non-profit postsecondary institutions.

Peak Well Systems

Sub Sector

Merger

2013

Downhole well intervention technology

true

Peak Well Systems

Downhole well intervention technology

true

Peak Well Systems (Peak) was established in 2002 to provide the upstream oil and gas industry with advanced well intervention technology to extend well life, restore well integrity and enhance performance. Ten years later and still independent, Peak had become a provider of choice for many major oil companies, national oil companies and service companies around the world. In 2013, Peak’s management team sought a financial investor to help drive growth in new geographies and expand through acquisition, and chose to partner with Summit.

Philz Coffee

Sub Sector

Current

2013

Specialty coffee retailer

false

Philz Coffee

Specialty coffee retailer

false

Philz Coffee is a specialty coffee retailer with cafes in the San Francisco Bay Area. Philz offers its own specialized blends of coffee along with a customized and personal customer service experience.

Vivint Smart Home

Sub Sector

Current

2012

Smart home technology and services

false

Vivint Smart Home

Smart home technology and services

false

Vivint Smart Home is a leading provider of smart home technology. The company delivers services through a cloud-based platform that integrates a wide range of wireless features and components to provide simple, affordable home security, energy management and home automation.

Vivint Solar

Sub Sector

IPO

Merger

2012

Solar and renewable energy systems

false

Vivint Solar

Solar and renewable energy systems

false

Vivint Solar is a leading provider of residential solar energy systems. The company designs, installs, and maintains cost-effective solar energy systems, enabling homeowners to enjoy all the benefits of solar energy with no up-front costs.

pigeon

Westwing Group

Sub Sector

IPO

2012

Home & living eCommerce brand and platform

false

Westwing Group

Home & living eCommerce brand and platform

false

Westwing is the leading brand and platform in home & living eCommerce. Through its ‘shoppable magazine’, Westwing inspires its customers with a curated product selection (textiles, furniture, rugs, lamps, kitchenware, etc.) and combines that with gorgeous content. Westwing’s mission is: To inspire and to make every home a beautiful home.The company was founded in 2011 and is headquartered in Munich.

Global Fashion Group

Sub Sector

IPO

2012

Fashion e-commerce in emerging markets

false

Global Fashion Group

Fashion e-commerce in emerging markets

false

Global Fashion Group (GFG) operates five leading fashion e-commerce brands across five emerging market regions: Dafiti (Brazil), Lamoda (Russia), Zalora (Southeast Asia), Namshi (Middle East) and The Iconic (Australia). Offering a wide assortment of leading international and local fashion brands, as well as a selection of internal brands, GFG currently operates in over 20 countries.

Lazada

Sub Sector

Merger

2012

Online department store

false

Lazada

Online department store

false

Lazada is Southeast Asia’s fastest growing online department store, with operations in Indonesia, Malaysia, Philippines, Thailand and Vietnam. The company has a broad product offering in categories ranging from consumer electronics to household goods, toys and sports equipment.

Continuum

Sub Sector

Merger

2011

Remote monitoring and management

false

Continuum

Remote monitoring and management

false

Continuum provides a leading SaaS-based platform that Managed Services Providers use to efficiently monitor, troubleshoot and maintain desktops, servers and other endpoints for small- and medium-sized businesses.

Access Information Management

Sub Sector

Merger

2011

Records and information management services

false

Access Information Management

Records and information management services

false

Access Information Management is a records and information management (RIM) services provider to businesses across the United States. The company offers a complete suite of RIM services including records management, data protection (electronic computer media), secure destruction, and Digital Access Solutions.

Clearwater Analytics

Sub Sector

Merger

2010

Investment portfolio reporting, accounting, and analytics software

false

Clearwater Analytics

Investment portfolio reporting, accounting, and analytics software

false

Clearwater Analytics provides web-based software for investment portfolio reporting, accounting and analytics for corporate treasuries, asset managers, insurance companies, custody banks and electronic trading portals.

Ogone

Sub Sector

Merger

2010

Online payment processing services

true

Ogone

Online payment processing services

true

Ogone became a leader in payment processing in Europe by focusing on solving the complex problem of enabling online merchants to offer multiple forms of preferred payment methods across borders. The company sought to accelerate its growth through international expansion and acquisitions, and management chose to partner with Summit in 2010.

Salient Partners

Sub Sector

Current

2010

Investment solutions for institutional and retail investors

false

Salient Partners

Investment solutions for institutional and retail investors

false

Salient is an investment management firm and a recognized innovator in the development, management and delivery of sophisticated, non-traditional investment solutions for both institutional and retail investors.

Heald College

Sub Sector

Merger

2009

Career-focused postsecondary education

false

Heald College

Career-focused postsecondary education

false

Heald College is a regionally accredited private career college with campuses in California, Oregon and Hawaii.

Snap Fitness

Sub Sector

Merger

2008

Franchisor of 24/7 fitness centers

false

Snap Fitness

Franchisor of 24/7 fitness centers

false

Snap Fitness is a franchisor of compact, 24/7 fitness centers in North America, Australia, New Zealand and India. The company offers franchisees a proven, turnkey business model and provides members a convenient and affordable workout alternative to big box health clubs.

Associa

Sub Sector

Exited

2008

Community association management company

false

Associa

Community association management company

false

Associa is a homeowner association management company representing thousands of communities across the United States.

Sun Trading

Sub Sector

Exited

2008

Global proprietary trading firm

false

Sun Trading

Global proprietary trading firm

false

Sun Trading is a proprietary trading firm focused on quantitative trading across multiple asset classes on various electronic exchanges worldwide.

Welltec International

Sub Sector

Merger

2007

Precision robotic solutions for oil and gas wells

true

Welltec International

Precision robotic solutions for oil and gas wells

true

Welltec is a leading provider of robotic well intervention services and completion products for the upstream oil & gas industry. The company’s proprietary technology helps the world’s major oil producers to increase production levels and improve oil recovery in maturing reservoirs. After several years of impressive growth building an international footprint, Welltec’s founder sought an experienced financial partner to continue its rapid expansion.

Fortegra Financial Corporation

Sub Sector

IPO

Merger

2007

Insurance services and products

false

Fortegra Financial Corporation

Insurance services and products

false

Fortegra Financial is an insurance services company that provides distribution/administration services and insurance-related products to insurance companies, insurance brokers and agents, and other financial services companies in the United States.

Nomacorc

Sub Sector

Merger

2007

Synthetic wine closures

true

Nomacorc

Synthetic wine closures

true

Founded in 1999 and based in Zebulon, North Carolina, Nomacorc engineers synthetic wine closures to prevent cork taint, oxidation and crumbling, providing a long-term solution at a lower price than a traditional wine cork. By 2007, Nomacorc had become the worldwide leader in the growing market for synthetic wine closures. The company’s founders sought a financial partner to provide partial liquidity and to help them take full advantage of Nomacorc’s growth potential.

Veepee

Sub Sector

Current

2007

Internet-based sales of high-end consumer products

false

Veepee

Internet-based sales of high-end consumer products

false

Veepee runs Internet-based, members-only sales of overstock from leading consumer brands. The company is a market leader in Europe, with operations in Austria, Belgium, France, Germany, Italy, the Netherlands, Spain and the United Kingdom. Veepee also operates a subsidiary in Brazil.

Champion

Sub Sector

Merger

2007

Replacement windows, patio rooms, entry doors, and siding

false

Champion

Replacement windows, patio rooms, entry doors, and siding

false

Champion manufactures and installs replacement windows, patio rooms, entry doors, and siding. The company sells directly to the consumer through factory showrooms.

Multifonds

Sub Sector

Merger

2006

Fund accounting and transfer agency software

true

Multifonds

Fund accounting and transfer agency software

true

Founded in 1995 as IGEFI Group, Multifonds had grown to become the European market leader for fund accounting software, serving several of the world’s largest asset managers and service platforms. Profitable since inception and experiencing strong growth with blue-chip clients, the company’s founders recognized an opportunity to expand beyond Europe and broaden their product and technology offering. In 2006, the company chose Summit Partners to help professionalize the business, strengthen senior management and position the company for continued expansion, particularly into the United States and Asia.

Mo Industries

Sub Sector

Merger

2006

Premium branded apparel

false

Mo Industries

Premium branded apparel

false

Mo Industries is a designer, manufacturer, marketer, and wholesaler of premium branded apparel – primarily marketed under the Ella Moss® and Splendid® brands.

The Mutual Fund Store

Sub Sector

Merger

Custom Tag

2006

Independent fee-based investment advisory services

Custom Tag

false

The Mutual Fund Store

Independent fee-based investment advisory services

false

The Mutual Fund Store is an independent fee-based investment advisory business with owned and franchised locations across the United States, collectively managing over $5.0 billion in assets for retail clients.

Investor Management Services

Sub Sector

Merger

2006

Specialized services to the commercial real estate market

false

Investor Management Services

Specialized services to the commercial real estate market

false

Investor Management Services (IMS) is the first investor experience platform for commercial real estate firms to engage their investors and manage assets. The web-based IMS platform provides automated waterfall distribution processing, investor dashboards, CRM, document sharing and investor statements.

Focus Financial Partners

Sub Sector

Merger

2006

Wealth management, benefit, and investment consulting services

true

Focus Financial Partners

Wealth management, benefit, and investment consulting services

true

Focus Financial Partners—a partnership of independent wealth management firms—was formed to capitalize on the continued growth of high-net-worth households, clients’ increasing interest in independent advice, and financial advisors’ expanding need for product and infrastructure assistance. We believe founders Rudy Adolf, Rajini Kodialam and Lenny Chang sought the experience and capital resources of Summit to achieve their vision of building a platform to consolidate the fragmented wealth management industry.

Aramsco

Sub Sector

Merger

2005

Safety products for hazardous environments

false

Aramsco

Safety products for hazardous environments

false

Aramsco provides safety products, monitoring and sampling devices, remediation equipment, and decontamination supplies to the domestic preparedness market and environmental clean-up industry.

Liquidnet

Sub Sector

Exited

2005

Electronic marketplace for block trading

false

Liquidnet

Electronic marketplace for block trading

false

Liquidnet is an alternative trading system for the mutual fund and hedge fund industries. The company’s electronic platform allows money management firms to execute block trades directly and anonymously across international markets.

Tippmann Sports

Sub Sector

Merger

2004

High-performance paintball markers and accessories

false

Tippmann Sports

High-performance paintball markers and accessories

false

Tippmann Sports manufactures high-performance paintball markers and accessories. Its products are sold through specialty paintball dealers, distributors and the mass merchant channel.

Global Cash Access

Sub Sector

IPO

2004

Cash access products and services for the gaming industry

false

Global Cash Access

Cash access products and services for the gaming industry

false

Global Cash Access provides cash access and customer relationship marketing services to gaming properties and other clients in the United States, Canada, Caribbean, and Europe.

Web Reservations International

Sub Sector

Merger

2004

Online hotel and hostel reservations

false

Web Reservations International

Online hotel and hostel reservations

false

Web Reservations International Limited provides online bookings and reservations technology for the budget, independent, and youth travel sectors worldwide, through its boo.com, hostelworld.com, and hostels.com brands.

Bartlett Holdings

Sub Sector

Merger

2004

Radiological protection services to the U.S. nuclear industry

false

Bartlett Holdings

Radiological protection services to the U.S. nuclear industry

false

Bartlett Holdings, also known as BHI Energy, provides radiological protection services and skilled technicians to the US nuclear, fossil, wind and hydro power industries and the federal government.

optionsXpress

Sub Sector

IPO

2004

Online brokerage for stock and equity options investors

false

optionsXpress

Online brokerage for stock and equity options investors

false

optionsXpress is an online brokerage firm for self-directed investors who want to use options to protect portfolios, increase investment income, and maximize returns on stock movements.

Physicians Formula

Sub Sector

IPO

2003

Mass-market color-corrective cosmetics

false

Physicians Formula

Mass-market color-corrective cosmetics

false

Physicians Formula is a mass-market cosmetics company specializing in color corrective makeup.

SeaBright Insurance

Sub Sector

IPO

2003

Specialty provider of workers’ compensation insurance

false

SeaBright Insurance

Specialty provider of workers’ compensation insurance

false

SeaBright Insurance Holdings is a leading underwriter of specialty workers’ compensation insurance for the maritime and alternative dispute resolution markets.

PSC Info Group

Sub Sector

Merger

2002

Outsourced statement processing

false

PSC Info Group

Outsourced statement processing

false

PSC Info Group is a worldwide provider of leading edge document and information management services and business communications. The company delivers customized solutions for accounts receivable management, financial services, and healthcare companies.

Belkin International

Sub Sector

Exited

2002

Technology peripherals and accessories

false

Belkin International

Technology peripherals and accessories

false

Belkin International is a preeminent supplier of connectivity solutions and accessories for the computer and consumer electronics user.

FLEETCOR Technologies

Sub Sector

IPO

2002

Global business payments

false

FLEETCOR Technologies

Global business payments

false

FLEETCOR Technologies s (NYSE: FLT) is a leading global business payments company that helps businesses spend less by providing innovative solutions that enable and control expense-related purchasing and payment processes. The FLEETCOR portfolio of brands automate, secure, digitize and manage payment transactions on behalf of businesses across more than 150 countries in North America, Latin America, Europe, and Asia Pacific.

B&W Loudspeakers

Sub Sector

Exited

2000

Premium home loudspeakers

false

B&W Loudspeakers

Premium home loudspeakers

false

B&W Loudspeakers manufactures and distributes premium home loudspeakers, marketing its products in more than 70 countries worldwide.

Burst Media

Sub Sector

IPO

2000

Online advertising sales network

false

Burst Media

Online advertising sales network

false

Burst Media is an online advertising sales network, offering customized advertising solutions and effective advertisement management technology to web publishers.

Staples.com

Sub Sector

Exited

1999

Online office supply retailer

false

Staples.com

Online office supply retailer

false

Staples.com is the online division of Staples, Inc. - a leading retailer of office supplies, furniture and technologies.

pigeon

WebEx

Sub Sector

IPO

1999

Web-based collaborative meeting services

false

WebEx

Web-based collaborative meeting services

false

WebEx Communications provides real-time communications infrastructure for business meetings on the Web that integrate voice, video, and data.

CallTech Communications

Sub Sector

Merger

1999

Call center solutions

false

CallTech Communications

Call center solutions

false

CallTech Communications provides outsourced contact center services including customer service, technical support, and transactions.

iPayment

Sub Sector

IPO

1999

Payment processing services

false

iPayment

Payment processing services

false

iPayment provides credit and debit card-based payment processing services to small- and mid-sized merchants across the United States.

Fry Multimedia

Sub Sector

Exited

1999

Internet professional services

false

Fry Multimedia

Internet professional services

false

Fry provides web development and managed services solutions to clients in transaction-intensive consumer and B2B industries, including retail, financial services, consumer packaged goods, and automotive.

EMED Co

Sub Sector

Merger

1999

Safety signage products

false

EMED Co

Safety signage products

false

EMED is a direct marketer of safety signage and related products to industrial, government, and other commercial customers.

Keystone RV Company

Sub Sector

Merger

1999

Towable recreational vehicle products

false

Keystone RV Company

Towable recreational vehicle products

false

Keystone RV Company manufactures towable recreational vehicle (RV) products, including travel trailers and fifth wheels.

Galtney Group

Sub Sector

Merger

1999

Property and casualty healthcare insurance broker

false

Galtney Group

Property and casualty healthcare insurance broker

false

The Galtney Group is an insurance and reinsurance broker and advisor that specializes in medical malpractice and professional liability insurance policies for medical professionals.

Hatcher Associates

Sub Sector

Merger

1998

Internet solutions for financial firms

false

Hatcher Associates

Internet solutions for financial firms

false

Hatcher Associates provides technical implementation, integration, and project management services to the banking IT industry.

Motion Recruitment Partners

Sub Sector

Exited

1998

Technology professional placement services

false

Motion Recruitment Partners

Technology professional placement services

false

Motion Recruitment Partners (formerly Stride & Associates) operates two nationwide contingency recruiting agencies, Jobspring Partners and Workbridge Associates, which specialize in technology hiring and placement.

Price Interactive

Sub Sector

Merger

1998

Interactive voice response services

false

Price Interactive

Interactive voice response services

false

PriceInteractive provides high-volume interactive voice response services, which allow organizations to provide automated customer service information on a 24/7 basis, without the need for a live operator.

3 Day Blinds

Sub Sector

Merger

1998

Custom window coverings

false

3 Day Blinds

Custom window coverings

false

3 Day Blinds is the largest manufacturer and retailer of hard window coverings in the U.S. Its products are manufactured to individual customers’ specifications.

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