Quilvest Capital Partners’ Post

📣 #InvestorSpotlight of the week: Carrick Capital Partners 🔍Focus Areas: The Investment firm dedicates capital and operating resources to foster the growth of software, SaaS, transaction processing, and technology-enabled services organizations. Leveraging decades of experience, Carrick helps scale great companies, maximizing returns for investors, stimulating economic growth, and positively impacting the industry landscape. Working directly with CEOs and entrepreneurs, Carrick addresses the crucial need for investment capital and growth expertise. 🌐Headquarters: With headquarters in San Francisco and Newport Beach, Carrick is a growth-oriented investment firm using ABV (Approach to Building Value) to scale software-enabled businesses operationally. 📈Portfolio Highlights: Their portfolio includes Bishopfox, Blackwell Captive Solutions, Dailypay, Everspring, Exiger, Factor, Flatiron School, Infrascale, LegalSifter, Renalogic, and Saviynt. 👥Founding Visionaries: Carrick Capital Partners was founded in 2012 by Jim Madden and Marc McMorris. 💰 According to Crunchbase data, Carrick Capital Partners has raised approximately $469M across 5 funds, with each fund targeting the information technology sector. 💡Recent Achievement: New York-based DailyPay, Inc. recently secured a fresh $175 million, with $100 million in an expanded credit facility and over $75 million in equity financing led by Carrick Capital Partners. https://lnkd.in/dFfFPxi ——— At AXIS Capital Markets, we specialize in global debt placement and private market secondaries for VC- and PE-backed companies.  How can we support you? #privatemarket, #secondaries, #venturecapital, #privatecredit, #privateequity.

Welcome to Concurrent you are going to love the WPA team! I’m excited to be working with Mark again, better know as “Woody”!! I’ve been talking with Mark since joining Concurrent, he too has seen the industry trends shift to a supported RIA model. Allowing advisors to find true independence, freeing them of the confines found in the IBD space. The traditional IBD space often limits advisors to an antiquated tech platform, reduced product offering, singular lending and custodial options. Makes you wonder why it’s called Independence.

Interested in learning from #StarMountainCapital Managing Director, David DiPaolo on deal sourcing in a changing market? Join us at the #StarMountainCapital sponsored Private Markets Insider's Alternative Investment & DealConnect Summit in New York on Thursday, September 12th with Harvard Alumni Entrepreneurs to hear insights from David and other thought leaders in #AlternativeInvestments about current market trends in #PrivateEquity, #PrivateCredit and #Secondaries and predictions for the future. Register here: https://bit.ly/SMC-PMI-NY Star Mountain’s $4+ billion AUM (committed capital including debt facilities as of 8/31/24) is from a network of investors including U.S. and international institutional investors and qualified high net worth investors seeking defensive, less volatile, higher alpha and less correlated returns. With team members in 20+ U.S. cities, Star Mountain is a specialized #AssetManagement firm focused on North American small and medium-sized businesses investing #Debt and #Equity directly into established operating companies as well as purchasing secondary fund and direct positions to provide early liquidity to investors. Star Mountain is a value-added lender with a team that has strong private equity and operating backgrounds to potentially help its portfolio companies grow in value. Learn more about Star Mountain here: https://lnkd.in/deG5DXS. #LMM #FundManagers #WealthManagers #InvestmentManagement #Secondaries #PrivateDebt

Less than a month to go until the latest big announcement here at Hoxton Capital Management, and this one is BIG. 🙌🏼 #hoxtoncapital #launchday #WealthApp #HoxtonWealth

Private equity is crushing this industry

How can you maximize your company’s valuation and ensure a seamless transaction process when selling to a private equity firm? My colleague Louis Rappaport will join panel moderator Ryan Hurst (RKL LLP), Adam Bowie (Mereo Capital Partners), and Ben Kauffman (Dutchland LLC) on Thursday, September 12 at Smart Business Dealmakers Conference Philadelphia at the Union League of Philadelphia to discuss how to effectively prepare a company for a successful sale to a private equity firm, including crucial steps such as financial optimization, operational enhancements, and presenting a business as a compelling investment opportunity. #privateequity #companyvaluation #companysale

Close Brothers Asset Management has hired Justin Yeldham as a senior investment director in its London office 🏢. With almost 30 years' experience in the investment industry, he started his career in 1994 at Carr Sheppards through its transition to Investec Wealth & Investment UK, which merged with Rathbones Group Plc last year, where he most recently was senior investment director. Check out Cristian Angeloni's latest article 👇 http://ow.ly/aiiY105owWN #investment #investmentmanagement #finance #assetmanagement

Thanks to Leo Almazora at InvestmentNews for covering our launch. He discussed our acquisition of Mount Yale Capital Group, our new executive chairman, and our plan to introduce a new co-investment opportunity for our partner firms called Alt:62. “Launching exclusively with family office capital empowers us to pledge to our partners that we will not compromise our shared vision,” our founding partner Jim Dickson said about Alt:62. Click to read the whole article. #ElevationPointLaunch #WealthManagement #RIAs #FinancialAdvisors #Independence #GrowthPartnership #ValueAligned #OCIO #AdvisorSupport Elevation Point, LLC is an independent financial services firm and uses a variety of different investment strategies. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person.

How can you maximize your company’s valuation and ensure a seamless transaction process when selling to a private equity firm? My colleague Louis Rappaport will join panel moderator Ryan Hurst (RKL LLP), Adam Bowie (Mereo Capital Partners), and Ben Kauffman (Dutchland LLC) on Thursday, September 12 at Smart Business Dealmakers Conference Philadelphia at the Union League of Philadelphia to discuss how to effectively prepare a company for a successful sale to a private equity firm, including crucial steps such as financial optimization, operational enhancements, and presenting a business as a compelling investment opportunity. #privateequity #companyvaluation #companysale

Jumar's Founder and CEO, Wendy Morgan (Merricks) FIRP, and Matt Gillen, CEO of Concept recently discussed their experience of navigating PE investment by Aliter Capital LLP, and how their roles have evolved post-deal in BDO UK LLP's 2024 Recruitment M&A Report. The report covers: ✔️ Key verticals within the recruitment market which are experiencing higher levels of deal activity  ✔️ How PE continues to have a profound impact upon the sector ✔️ Analysis showing the most active buyers within the sector Download the report ➡️ https://lnkd.in/eE9Pz-Z3 #MandA #Recruitment #PrivateEquity #Investment #CEOInsights