Serent Toolkit

Serent’s Growth Team specializes in helping technology-enabled businesses achieve their goals.

Here at Serent Toolkit, our operations experts share their strategies, stories, insights, and best practices used while working to equip these high-growth and fast paced SaaS companies for success.

Recent Posts

Developing an Effective Sales Hiring Process

Your sales team is critical to your company’s revenue growth, so recruiting the right reps is essential. Since sales is a high-pressure, high-turnover function, it’s not enough to find the occasional successful hire. Your team needs a reliable, scalable strategy for identifying suitable candidates—and ensuring their skill set aligns with your unique needs.

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Axiom Medical Receives Veteran Hire Employer Recognition Award

Axiom Medical, a leading incident case management and occupational health services provider in North America, has received the “We Hire Vets,” employer recognition award.

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First American and Docutech Announce Agreement for First American’s Acquisition of Docutech

First American Financial Corporation (NYSE:FAF), a leading global provider of title insurance, settlement services and risk solutions for real estate transactions, and Docutech, a leading provider of document, eClose and fulfillment technology for the mortgage industry, announced today the signing of an agreement for First American’s acquisition of Docutech.

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What Private Equity Investors Look for in Marketing Leaders

Serent's own Prital Kadakia, who leads the Growth team at Serent Capital, helps portfolio companies scale up,  drive results, and find the right leadership talent. As a sales and marketing expert at a private equity firm, Prital’s work with portfolio companies spans sales force effectiveness, pricing, operational efficiencies, strategic partnerships, strategy development, procurement, and digital marketing.

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FranConnect Announces Record Growth

FranConnect, the leader in franchise management solutions, has reported its strongest year of growth in the company’s 18-year history, including a 60% year-over-year growth in sales and the addition of 160 new brands to the company’s growing client roster. With its 2019 results, FranConnect now supports over 800 franchise brands globally and 148,000 franchisees. Additionally, FranConnect exceeded its prior year earnings by 36% and reported recurring revenue growth of over 24%.

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Serent Board Member Profile: Mike Xenakis

Mike Xenakis has enjoyed success with every organization he’s joined. He served for six years in the U.S. Air Force as a Captain and was an intelligence officer with the National Security Agency. His time at Clorox had him managing the marketing efforts for 10 product lines in the Armor All division. But it was his, 17 years with OpenTable where he learned the full growth cycle of a company. As an executive, he helped the company go public in 2009 and eventually sold to the Priceline Group in 2014. It’s this wealth of knowledge that he brings to Pondera and Compeat, as a board member. He expands on his experience by answering a few questions for us.

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Building a Sales Compensation Plan

Equipping your team to build a successful sales compensation plan is no small feat. We have identified 9 tactics that can help you lay the groundwork for creating the right compensation plan for your company.

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Compeat, a Serent Capital Portfolio Company, Named a Best Place to Work

Compeat announced today that it was included on Built In Austin's list of Best Places to Work, Best Midsize Companies to Work for and Companies With the Best Benefits in 2020. Companies are selected based on data submitted by companies and their employees.

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Founded in 2008, Serent Capital is a leading lower-middle market private equity firm focused on investing in high growth service and technology businesses. Our operating model is distinct in its focus on business building. We strive to be an involved, value-added investor, capable of providing significant operational and strategic support to our portfolio company CEOs on the most critical issues that they face as their companies scale.

Serent Capital's ability to assist its companies is based on its principals' experience as CEOs, strategic advisers, and Board Members, and a deep network of formal and informal advisors.

Our mission is to deliver extraordinary returns by partnering with outstanding executive teams to grow exceptional businesses. Our success in this mission comes from our persistent adherence to our values.


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)


USA & Canada


10% - 1,000%


EBITDA up to $15M


Minority or Majority Transactions