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 Portfolio 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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SHR Announces Investment From Serent Capital

SHR (Sceptre Hospitality Resources), a pioneer of advanced hotel revenue generation technologies, secured 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.

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Docutech, a Serent Portfolio Company, Acquired by First American

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 Docutech, a leading provider of document, eClose and fulfillment technology for the mortgage industry, has been acquired by First American Financial Corporation, a leading global provider of title insurance, settlement services and risk solutions for real estate transactions in a $350 million deal.

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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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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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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.

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%