Transactions
| Sector | Client | Transaction | Date | Counterparty | Location |
|---|---|---|---|---|---|
| AI EdTech | Coconote | Sale | December 2025 | Quizlet | San Francisco, CA |
| HR Tech | DecisionWise | Sale | May 2025 | TMA, a portfolio company of Main Capital Partners | Springville, UT |
| Healthcare Tech | Echo Healthcare | Sale | Jan 2024 | 3B Scientific, a portfolio company of J.H. Whitney & Co. | Sarasota, FL |
| Business Services | Axis Power | Growth Capital | May 2023 | Banyan Growth Partners | Beaumont, TX |
| Vertical Software | Pinnacle Quality Insights | Sale | Jan 2023 | Home Care Pulse, a portfolio company of Cressey & Company | Sandy, UT |