Year in Review

2019

Year of the Entrepreneur

This year we continued to accelerate the growth of our portfolio of software and services companies and the growth of our firm. In 2019, we expanded our presence by opening our second office in one of the top cities for entrepreneurs, Austin, Texas.

We were honored to be recognized by Inc. magazine as a top founder-friendly private equity firm that strives to embody the value of partnership with our founders every day. Without entrepreneurs, none of what we do would be possible. 

 

By The Numbers

Over $440MM in Transaction Volume in 20191

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Nurturing Our Companies

Creating Value

Serent's in-house Growth Team is comprised of experienced operators and consultants. Our Growth Team actively partners with the management teams at our portfolio companies to accelerate growth and drive measurable value by providing strategic operational support and resources.

Account Management

Budgeting & KPIs

Partnerships

Executive Searches

Mergers & Acquisitions

Payments

Product Roadmaps

Sales & Marketing

Pricing

Our Growth Team

Meet The Full Team

0

Growth Team and Human Capital Team Members

0

Strategic Initiatives in the last 12 months

Resources for Growth

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Building Organizations

Our Human Capital team helps our companies find and build their executive teams for now and the future. In the last 12 months, our Human Capital team has identified, recruited, and placed 62 professionals, including 58 executives and 4 board members into our portfolio companies.

By tapping into our network of experienced industry professionals, known as the Serent Executive Network (SEN), we’re able to source many of our executives, increasing success rates and reducing recruiting and hiring costs for our companies.

Access to Talent

Donny Wyatt Final with Disclosure

0

Executive placements in the last 12 months

0

of the executives from the Serent Executive Network

100

of Board Members from the Serent Network

Fostering Collaboration

Each year, Serent gathers our executives and board members to share best practices, discuss challenges and opportunities, and develop connections with their peers across the portfolio. In 2019, we held 6 functional summits with over 211 attendees. 

Our 6 Annual Executive Summits

CEO & Director

Chief Financial Officer

Revenue Generation

Human Resources

Product & Technology

Operations & Customer Service

2019 Summit Recaps

0

Summits

0

Attendees

Awards

Our Portfolio Was Recognized for More Than 20 Awards

inc 5000 all v9
compeat v3
franconnect award v3
knowlandawardv5
ponderawardfilev3

2019 New Hires

New Hires

Amy Baranauskas

EXECUTIVE ASSISTANT
ADMINISTRATION

Stephen Bay

VICE PRESIDENT
GROWTH TEAM

Ilan Dreyfuss

ASSOCIATE
INVESTMENT

Walker Fuller

VICE PRESIDENT
INVESTMENT

Adam Gzowski

ASSOCIATE
INVESTMENT

Kevin Hughes

ASSOCIATE DIRECTOR
BUSINESS DEVELOPMENT

Elizabeth Jacobo

EXECUTIVE ASSISTANT
ADMINISTRATION

Nick Jankovsky

VICE PRESIDENT
INVESTMENT

Sofia Langan

EXECUTIVE ASSISTANT
ADMINISTRATION

Joe Lanzel

ASSOCIATE
INVESTMENT

Kathleen Richmond

DIRECTOR
MARKETING

Tim Stavros

ASSOCIATE DIRECTOR
BUSINESS DEVELOPMENT

Andrew Stockstill

ASSOCIATE DIRECTOR
BUSINESS DEVELOPMENT

C Wester

ASSOCIATE
INVESTMENT

Daniel Willett

ASSOCIATE
INVESTMENT

Promotions

Alex Nichamin

SENIOR ASSOCIATE
INVESTMENT

Dan Margolis

SENIOR ASSOCIATE
INVESTMENT

Stephanie Stallard

EXECUTIVE ASSISTANT
TEAM LEAD
ADMINISTRATIVE

Meet the full team

Investment Criteria

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

$15MM to $250MM Enterprise Value (Smaller for add-ons)
>$5MM recurring revenue Company Size (Smaller for add-ons)
10% - 1000% Growth
High-Growth Technology & Services Vertical Specific B2B Software, Data, Payments, or Tech-Enabled Services Companies
Up to $15MM EBITDA Profitability
30-100% Ownership Minority or Majority Transactions

By The Numbers

Serent Capital 2008 – Present

0 Companies in
Our Portfolio
0 Active Platform
Investments
0 Billion Under
Management2

Thank you all for your support in 2019, and we look forward to growing with you in 2020

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1. Includes acquisitions and exits 

2. Across all funds as of 9/30/19

Disclaimer

Nothing presented herein is intended to constitute investment advice, nor sales material, and no investment decision should be made based on any information provided herein. Information provided reflects Serent's views as of a particular time and are subject to change without notice. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. While Serent has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability, or completeness of third party information presented herein. Past performance is not indicative of future results. There can be no guarantee that any investment strategy employed by Serent will be successful. A full list of portfolio holdings is available on Serent's website.

The information contained herein may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Serent.

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