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

Serent Capital Portfolio Company DIGARC Expands Connected Curriculum™ Platform with Two Acquisitions

May 16, 2019 – 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, Digital Architecture (“DIGARC”), has acquired new|ed (now EXPLORE), a provider of curriculum and career exploration solutions and Visual Schedule Builder (“VSB”, now REGISTER), a provider of student pathways, schedule planning, advising and registration solutions. The acquisitions complement DIGARC’s strong organic growth and accelerate its mission of enabling institutions to more effectively attract prospective students, ensure persistence and advance students’ success.

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Serent Capital Portfolio Company Aftermath Acquired by Abry Partners

San Francisco, CA - April 26, 2019 – Serent Capital, a San Francisco-based private equity firm focused on investing in fast-growing software and services businesses, announced today that its portfolio company Aftermath, the leading national provider of biohazard management, crime scene and trauma cleanup services, has been acquired by Abry Partners, a Boston-based private equity firm.

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Serent Capital Portfolio Company KORE Software Acquires SponServe, Expanding International Footprint

January 22, 2019 - 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 KORE Software has acquired SponServe, a global leader in sponsorship activation management for the sports industry.

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Serent Capital Expands Presence, Opens Austin Office and Relocates in San Francisco

San Francisco / Austin - January 08, 2019 - Serent Capital, a private equity firm focused on investing in fast-growing software and services businesses, announced the opening of an Austin, Texas office. The new location will be led by Serent Co-Founder and Partner Kevin Frick.

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Serent Capital Portfolio Company KEV Group Acquires TRA

San Francisco, CA - November 21, 2018 - Serent Capital, a San Francisco-based private equity firm focused on investing in fast-growing software and services businesses, announced that its portfolio company KEV Group ("KEV") has acquired Technology Resource Associates ("TRA"), a provider of cloud-based school activity fund accounting software to K-12 schools.

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Serent Capital Invests in MeridianLink, a Leading Provider of Financial Services Software

San Francisco, CA - October 26, 2018 - Serent Capital, a San Francisco-based private equity firm focused on investing in growing, profitable industry leaders, participated in Thoma Bravo's investment consolidating MeridianLink and the ACTion, Synergy, and Achieve divisions of CRIF Lending Solutions. The combined organization, named MeridianLink, services approximately 1,200 customers and over 300,000 end users.

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Serent Capital Invests in Real Green, a Leading Software & Marketing Services Company

San Francisco, CA – October 12, 2018 – Serent Capital, a San Francisco-based private equity firm focused on investing in fast-growing software and services businesses, has acquired Real Green, a leading software and marketing provider primarily serving the lawn care and landscaping industries.

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Serent Capital Portfolio Company Avionté Acquires COMPAS Technology

San Francisco, CA - October 5, 2018 - Serent Capital, a San Francisco-based private equity firm focused on investing in fast-growing software and services businesses, announced that its portfolio company Avionté has acquired COMPAS Technology, a front-office recruiting and time & attendance provider to the staffing industry, which is based out of San Francisco, CA.

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Serent Capital Invests in KEV Group, a Leading Provider of K-12 Cash Accounting Management and Online Payments Solutions

San Francisco, CA - September 25, 2018 - Serent Capital, a San Francisco-based private equity firm focused on investing in fast-growing software and services businesses, has made a growth investment in KEV Group ("KEV"), a leading provider of cash accounting management and online payments software to K-12 schools.

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Serent Capital Invests in GDS Link, a Global Leader in Credit Risk Management Software to the Lending Community

San Francisco, CA - August 28, 2018 - Serent Capital, a San Francisco-based private equity firm focused on investing in fast-growing software and services businesses, has made a minority investment in GDS Link, a global provider of credit risk management software for the financial services industry.

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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%