Serent Capital

Year in Review
2018

Founded in 2008, Serent Capital is a leading private equity firm focused on investing in fast-growing software and services businesses. Our investment approach is distinct in its focus on active business building. We strive to be an involved, value-added investor, capable of providing significant operational and strategic support to our portfolio companies on the most critical issues that they face as their companies scale.

Serent celebrated its 10th anniversary capping off a busy year in 2018. We inaugurated our third fund and experienced many “firsts” including the first year we deployed more than $200M of capital and the first year we invested in 10 or more platforms. 2018 was also a busy year for our portfolio companies as we placed more portfolio company executives and implemented more revenue growth initiatives than in any prior year. Continue below to learn more.

By The Numbers

Over $1B in Transaction Volume in 2018

10

Platform Investments

8

Add-Ons

2

Exits

2018

Growth & Operational Support

The Serent-funded in-house Growth Team works collaboratively with each portfolio company's management team to accelerate growth and drive measurable value creation.

44

Strategic Initiatives in the last 12 months

calendar 2018
Account Management
Budgeting & KPI’s
Executive Searches
Marketing
M & A
Partnerships
Payments
Performance Mgmt.
Product Roadmaps
Pricing
Sales
Strategic Planning

Organization Building

Serent’s Human Capital team worked with our CEOs to identify, recruit and place 68 professionals, including 42 executives and 26 board members, into our portfolio companies over the last 12 months. The majority of these professionals were sourced from Serent Executive Network (SEN), which increases success rates and reduces costs.

68

Placements in the last 12 months

Board Members
All 26 in Network

Executives
30 of 42 in Network

Serent Executive Summits

Each year, Serent gathers executives and board members from our portfolio to share best practices, discuss challenges and opportunities, and form collaborations across the portfolio. In 2018, we held 6 functional summits with over 170 attendees.

170

Attendees across 6 Summits

CEO & Director Summit
58 Attendees
25 Portfolio Companies

Executive Summits
CFO
Human Resources
Operations & Customer Service
Product & Technology
Revenue Generation

2018 New Hires

Dan Herr
Vice President
Business Development

Michael Fassett
Associate Director
Business Development

Darya Zakharova
Associate Director
Business Development

Chris Peterson
Associate Director
Business Development

Stephen Blunck
Vice President
Investment Team

Pallavi Thatai
Vice President
Investment Team

Brigham Badger
Associate
Investment Team

Connor Milligan
Associate
Investment Team

Will Reagan
Associate
Investment Team

Luke Rossi
Associate
Investment Team

Caitlin Pomeroy
Vice President
Growth Team

Tyler Hannasch
Vice President
Growth Team

Fady Stephanos
Vice President
Growth Team

Ori Ben-Moshe
Vice President
Growth Team

Rebecca Granne
Vice President
Growth Team

Katie Kaiser
Vice President
Human Capital

Lisa Fazendin
Executive Assistant
Administration

Emily Lyerla
Office Manager
Administration

2018 Promotions

Patrick Gwyther
Director
Business Development

Dan Santoro
Senior Associate
Investment Team

Navid Oreizy
Principal
Investment Team

Jason Grusmark
Controller
Administration

Stephanie Rios
Director
Human Capital

Serent Capital

2008 - Present

$1.2B

Under Management

35

Total Platforms

26

Active Platforms

Investment Criteria

Serent is focused on partnering with high-growth software and tech-enabled services businesses across a variety of industries.

Focus

Vertical Specific B2B Software, Data, or Tech-Enabled Services Companies

Enterprise Value

$15m to $250m
(Smaller for add-ons)

Company Size

>$5M of recurring or reoccurring revenue
(Smaller for add-ons)

Geography

USA & Canada

Growth

10% - 1,000%

Profitability

EBITDA up to $15M

Ownership

Minority or Majority Transactions
30-100%

Serent Phone

Interested in discussing a partnership opportunity with us?

If you are interested in learning more about what it means to partner with Serent Capital to grow your business, we would love to hear from you. Please let us know by filling out the form below. We look forward to speaking with you in 2019

Select Investment Sectors

Automotive

Banking & Payments

Business Services

Construction & Field Services

Education & Non-profit

Financial Services

Food & Beverage

Governance, Risk & Compliance

Healthcare

Hospitality

Human Capital Management

Insurance

Real Estate & Mortgage

Retail

Sales & Marketing Technology

Sports & Entertainment

State & Local Government

Supply Chain & Logistics

Thank you all for your support in 2018, and we look forward to working with you in 2019

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