Active Investments

A specialty revenue cycle management (RCM) company focused on complex claims and maximizing provider reimbursement

The leading provider of enterprise transaction risk management solutions to the financial industry

A software platform that integrates marketing and customer engagement strategies in the mortgage and banking industries

A medication management company serving the long-term care, corrections and hospice markets

The leading provider of informatics and business intelligence to the dental industry

A leading global provider of IT security and compliance solutions

An operator of community hospices serving patients throughout the United States

A residential homeowners insurer focused on coastal and earthquake markets

The largest provider of intraoperative monitoring (IOM) services for complex brain and spine surgeries

A SaaS-based patient engagement software and service provider

Select Past Investments

(NASDAQ: NCOM) A bank holding company operating in markets across Alabama, Georgia and Florida (Acquired by CenterState Bank)

A full-service provider of electronic payment processing services for the consumer lending market

A pharmacy benefit management company specializing in serving hospices across the United States (Acquired by HealthExtras, NYSE: HLEX)

An investment bank and financial services company focused on alternative assets (Acquired by Greenhill & Co., Inc., NYSE: GHL)

(NYSE:TDOC) A telemedicine company providing members 24/7/365 on-demand access to a national network of board-certified physicians

A property and casualty insurance company (Acquired by The Progressive Corporation, NYSE:PRG)

A provider of enterprise visibility software solutions for hospitals (Acquired by McKesson, NYSE:MCK)

A provider of IT warranty and maintenance services (Acquired by SMS)

A senior care organization focused on serving dual-eligible patients in New York and Massachusetts (Acquired by TA Associates)

Select Legacy Investments

A leading distributor and manufacturer of custom home building products

A healthcare staffing firm focused on locum tenens and permanent placement

A provider of computer-assisted physician documentation

A provider of secure live and automated online proctoring services for academic and professional organizations

A provider of electronic health records, practice management systems and revenue cycle management services (Acquired by Vitera Healthcare Solutions)

All Investments

Access Integrated Networks

Telecommunications Provider


Transaction Risk Management Technology

ASI / Safe Harbor

Homeowners Insurance


Audio Visual Solutions


Patient Care Visibility Software

Bargain Builder

Marketer of Over-runs & Seconds Building Materials

Care Services

Pharmacy Benefit Management

Cogent Partners

Private Equity Secondary Advisor

Collect Rx

Revenue Cycle Management – Out-of-Network Providers

Community Health Network

Health Plan

Complete Health Services

Health Plan

Control Case

IT Security Certification and Compliance

DirectPath / Enrollment Advisors

Benefit Enrollment Solutions

Doctor Search Solutions

Physician Marketing Software & Services

Empirian Health

Pharmacy Benefit Management

Employer Flexible

Professional Employer Organization (PEO)


Custom Building Materials

Five States Energy Capital

Oil & Gas Production / Enhancement


Telecommunications Software


Homeowners Insurance

HCHG – Vivature

Revenue Cycle Management - Campus Medical Clinics

Hospice Partners of America



Hospice Pharmacy Benefit Management


Oil & Gas Exploration

Kailos Genetics

Genetic Sequencing

Malcovery Security

IT Security Software

Media DNA

Content Protection Software


Intraoperative Monitoring

Mi Pueblo

Spanish-Language Yellow Pages

Mobile Command

Audio Video Trailers

Momentum Health Services

Health Plan

Momentum Telecom

Telecommunications Provider

National Bank of Commerce

Commercial Bank

National Infusion Technologies

Mortgage Default Software

P&R Dental Strategies

Data Analytics - Dental

PCM Capital

Leasing - Containers

Pinnacle LED Solutions

Leasing - LED Lighting Systems

PrismPointe Technologies

Computer Hardware Repair & Warranty Services

Proctor U

Education - Online Proctoring

Progressive Systems

Digital Audio Video Technology & Monitoring


Transaction Processing

Return Mail

Return Mail Automation Software

Revnet Systems

Email Management Software

Senior Whole Health

Health Plan - Special Needs Plans

Sequence Health

Patient Engagement

Serina Therapeutics

Drug Delivery

Styx Capital

Micro Leasing


Electronic Medical Records

Talton Communications

Telecommunications - Corrections


Telehealth & Virtual Medicine

The Mobile Attic

Mobile Storage

The Southern Bank Company

Community Banking


Locum Tenens

VCG Software – WebPas

Staffing Software


Orthotics & Prosthetics


Revenue Cycle Management - Computer-Assisted Documentation

Virtual Learning Technologies

Education - Online Testing & Assessment

Viva Health

Health Plan


Mortgage Software