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 News Posts

Tyson Foods Partners with Axiom Medical to Provide Enhanced Healthcare Support for Team Members

Tyson Foods, Inc. (NYSE: TSN) announced today that it has partnered with Axiom Medical, a leading occupational health services and incident case management provider, to help support team members during the COVID-19 crisis.  

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COVID-19 Resources from the Serent Portfolio

The whole Serent Capital team hopes that you, your family, your team, and your community are healthy and safe during these uncertain and unprecedented times. As things continue to change and companies work to navigate uncertainty, our goal is to share and equip you with information both that our portfolio has created and resources that are critical for those industries that continue to be affected.   

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Pondera, a Serent Portfolio Company, Has Been Acquired

Serent Capital, a San Francisco and Austin based private equity firm focused on investing in high-growth technology and services businesses, announced that its portfolio company, Pondera Solutions, a cloud-computing solution that combats fraud, waste, and abuse (“FW&A”) in government programs, has been acquired by Thomson Reuters, a leading provider of business information services.

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Serent Capital Portfolio Company ArbiterSports Announces Acquisition of FamilyID

Serent Capital, a San Francisco and Austin-based private equity firm focused on investing in fast-growing software and services businesses, announced that its portfolio company, ArbiterSports, has acquired FamilyID, an online registration platform that connects students with athletic programs and other school activities. The acquisition complements ArbiterSport’s existing suite of offerings provided to schools, leagues and related organizations, enabling the company to address the enrollment, payments, and eligibility tracking requirements of its customers.

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ePayPolicy, a market-leading electronic payments solution for the E&S insurance market, announces investment from Serent Capital

San Francisco & Austin – January 9th, 2020 – ePayPolicy, a leading integrated electronic payments solutions in the Excess & Surplus (“E&S”) insurance market, announced it received a significant investment from Serent Capital, a San Francisco and Austin based private equity firm focused on investing in high-growth technology and services businesses. ePayPolicy will leverage the Serent investment to accelerate the company’s growth by making it even easier for agencies, MGAs / wholesale brokers, and premium finance companies to seamlessly accept electronic payments.

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Serent Capital Portfolio Company Next Gear Solutions Acquires Accurence

AUSTIN & SAN FRANCISCO — Serent Capital, a private equity firm with offices in Austin and San Francisco focused on investing in high-growth technology and services businesses, announced that its portfolio company Next Gear Solutions has acquired Accurence, the provider of SettleAssist, QualityAssist, ScopeAssist, and National Water Prime products to the restoration industry. Accurence’s platform improves workflow management, limiting costs for contractors and insurance carriers by reducing inefficiencies, inconsistencies, and liability concerns often related to the claims process.

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Serent Capital Invests in Davisware, a Leading Field Services ERP Software Company

Austin & San Francisco– August 22, 2019 – Davisware, a leading provider of ERP software for field services businesses, has partnered with Serent Capital, a private equity firm with offices in Austin and San Francisco focused on investing in high-growth technology and services businesses.

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Serent Capital Named a Top 50 Private Equity Firm for Entrepreneurs

San Francisco & Austin – June 28, 2019 – Serent Capital, a private equity firm with offices in Austin and San Francisco focused on investing in high-growth technology and services businesses has been named one of Inc. magazine’s 2019 Top Founder Friendly Private Equity Firms.

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Serent Capital Invests in Payliance, a Leading Payment Processor for Lenders and Retailers

San Francisco, CA – June 6, 2019 – Payliance, a leading provider of payments processing, payment recovery, and risk management solutions serving lenders and retail businesses, has partnered with Serent Capital, a private equity firm with offices in Austin and San Francisco focused on investing in high-growth technology and services businesses.

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Serent Capital Invests in The Professional Companies (TPC)

San Francisco, CA - June 03, 2019 - Serent Capital, a San Francisco-based private equity firm focused on investing in fast-growing software and services businesses, has invested in The Professional Companies (TPC), comprised of three entities Professional Home Care Services, Professional Cares, and Professional Health Care Network. TPC is the leading provider of home healthcare benefits management services. In conjunction with the investment, Brian Sassi has joined TPC as its Chief Executive Officer.

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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.

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%