Growth Products & Services

UHY is one of the largest accounting, tax, consulting and advisory services firms in the United States, serving a diverse client base ranging from closely held middle-market companies to Fortune 500 firms. UHY serves clients across numerous high-growth industries, providing tailored solutions designed to meet each business’s unique needs.

Earned Wealth is the first comprehensive, tech-enabled financial services firm purpose-built for the complex needs of healthcare professionals and medical practices. Offering wealth, tax, career advisory, insurance, and other services, Earned uses a doctor's unique career journey — from residency to buying into private practice to retirement — as a lens for the company's data-driven, evidence-based recommendations.

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Celcoin is a Banking as a Service (“BaaS”) technology provider, offering financial infrastructure solutions – including payments, digital banking and lending applications – for banks, fintechs and enterprise customers. Celcoin makes it easy for its customers to deliver personalized embedded finance solutions for consumers at any stage of development.

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PostPilot is a tech-enabled direct-mail marketing company serving ecommerce and omnichannel brands. PostPilot offers an innovative, data-driven direct mail platform that helps brands acquire and retain customers with smart, AI-driven, personalized postcard and catalog campaigns. With native integrations to the ecommerce solutions that DTC brands use most, PostPilot allows brands of all sizes to leverage their owned customer data to market at scale, unimpeded by ad networks and other intermediaries.

Insurcomm is a rapidly growing provider of commercial and residential restoration services committed to delivering the highest quality of care to clients navigating property loss events. The Company offers a comprehensive range of property damage restoration services that are focused on water mitigation, remediation and reconstruction work to customers nationally.

CollisionRight is a leading provider of automotive collision repair services through a network of high-quality, customer-friendly facilities across the Central U.S. and Mid-Atlantic regions. The company differentiates itself through a passion for quality repair work, backed by heavy investment in state-of-the-art equipment, facilities, technician training and auto manufacturer certifications, while maintaining strong relationships with insurance carriers.

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CERTANIA is a provider of Testing, Inspection, and Certification (TIC) services focused on addressing global challenges across health and sustainability. Formed by uniting leading partner companies in TIC industry, CERTANIA offers an extensive portfolio of services including food, environmental and industrial testing, CRO services, ESG analytics and consulting, and a broad range of certification and quality-control services.

Doctrine is a leading provider of data, search and productivity solutions for legal professionals. The Doctrine platform aggregates, contextualizes and automates the processing of legal information and is designed to empower legal professionals to conduct more accurate and efficient search and save time, limit errors and focus on higher value-add tasks.

QAD is a leading provider of next-generation manufacturing and supply chain solutions in the cloud to enable the Adaptive Enterprise. The company offers a wide range of enterprise solutions including enterprise resource planning (ERP), digital commerce (DC), supplier relationship management (SRM), digital supply chain planning (DSCP), global trade and transportation execution (GTTE), and enterprise quality management system (EQMS).

Energy Aspects is a provider of energy data analysis and market intelligence to a global client base. Drawing on extensive proprietary data models, the company offers in-depth coverage of market fundamentals, price movements and geopolitical context to help guide investment, trading and strategic decisions.

Halborn is an emerging leader in the blockchain cybersecurity space. The company offers a comprehensive suite of security solutions for companies developing applications on blockchains including DevSecOps management, smart contract audits and advanced penetration testing.

Foxen is a leading provider of innovative financial technology solutions for real estate, serving multifamily property owners, operators, managers and their residents. Foxen’s integrated products include an automated compliance monitoring and renters insurance program, as well as a rent payment reporting and credit building program for tenants.

48forty Solutions is a leading national provider of recycled wood pallets and related total pallet management services operating across the United States and Canada. The company provides end-to-end pallet solutions from supply to retrieval, new and custom pallets, and recycling and reverse logistics services.

FNZ is a global wealth management platform that partners with the world's leading financial institutions to transform the way the industry serves its clients. FNZ provides an integrated technology, transaction and custody platform to wealth managers, banks, insurers and asset managers in 18 countries across North America, Europe, Africa and Asia-Pacific.

Cinerius is a consolidation platform focused on growing independent wealth management firms in the German-speaking region of Europe (“DACH”). The company seeks to promote a higher growth dynamic by offering resources at scale and strategic support to acquired firms while allowing leaders to maintain operational independence.

Hairstory is a clean haircare brand that utilizes natural and sustainable ingredients to produce products designed to simplify the haircare regimen. The company’s core product, New Wash, cleans hair without any detergent, ending what the company sees as a vicious cycle of over-cleansing created by shampoo. Hairstory uses non-toxic, biodegradable ingredients and refillable packaging, and a portion of every New Wash purchase is donated to water-related conservation nonprofits.

OTR Solutions provides industry-leading technology and financial services, tools, and support to small and medium-sized trucking companies. The company offers a wide range of services for the trucking community, including financing and back-office solutions, a dedicated fuel team, news and education, and innovative technology to help carriers and brokers start and grow successful operations.

Fracture is a direct-to-consumer (“DTC”) designer and manufacturer of wall art printed directly on glass. The company creates affordable and sustainable products that allows anyone to print photos on simple pieces of glass and easily hang them in their living spaces.

Solactive is a technology-enabled provider of indices and index solutions to the global financial services industry. Offering a high level of flexibility, speed and value, the company develops tailor-made index solutions for ETFs and other index-linked investments across equity, fixed income and multi-asset class strategies

RWA Wealth Partners provides wealth management solutions integrated seamlessly with tax, estate and family office services. The firm has a deep bench of advisors with the expertise and technology to tackle the most complex financial problems for high-net-worth and ultra-high-net-worth individuals and families across the country. 

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ShipMonk is a leading provider of tech-enabled fulfillment and inventory management solutions to SMB ecommerce companies.The company’s proprietary software powers its fulfillment services.

GRESB is a mission-driven and industry-led organization providing standardized and validated Environmental, Social and Governance (ESG) data to financial markets. Established in 2009, GRESB has become the leading ESG benchmark for real estate and infrastructure investments across the world, used by institutional and financial investors to inform decision-making.

Redzone provides a connected worker platform designed to optimize productivity, safety and quality on the plant floor. The company’s software and coaching help manufacturing front-line employees implement best practices, collaborate and resolve unexpected issues.

Beyond Risk is an independent alternative risk insurance services company focused on helping middle-market and SMB clients manage exposures and reduce the total cost of risk. The company offers a comprehensive portfolio of alternative risk solutions including property & casualty program management, healthcare employee benefits solutions and captive management.

Solo Brands is a collection of distinctive, adventurous lifestyle brands built around enhancing and creating experiences that form memories and connection to people, places and the outdoors. The company’s portfolio includes Solo Stove, Chubbies Shorts, Oru Kayak and ISLE.

Output offers a SaaS-based digital music creation platform designed to help musicians easily manipulate and customize sounds in real time. Musicians at all levels – from professionals to first-time hobbyists – rely on Output’s creative tools and proprietary library of 40,000+ loops to find inspiration and break through writer’s block.

Brooklinen is a direct-to-consumer designer and retailer of stylish, luxury-grade home essentials delivered to customers at accessible prices. Brooklinen offers a highly curated online shopping experience for bedding, bath goods, loungewear and home accessories, with a focus on quality and exceptional customer experience.

Snap Finance is a provider of point-of-sale, virtual rent-to-own (“vRTO”) financing programs. The company’s vRTO lease programs help to facilitate consumer purchases of larger ticket items such as furniture, mattresses and bedding, auto wheels and tires, jewelry, and electronics.

ProGlove is a leading provider of industrial wearables designed to improve the efficiency and effectiveness of scanning processes used across the manufacturing, logistics, transportation and ecommerce/retail sectors. The company’s IoT-connected scanner-glove helps workers increase productivity and optimize workflow.

Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot’s collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets.

OnRobot is a leading provider of end-of-arm tooling (EOAT) used in collaborative robot systems. OnRobot offers hardware and software that help manufacturers take full advantage of the benefits of collaborative robot applications: ease of use, cost-effectiveness and safe deployment and operation alongside human workers.

a.k.a. Brands is a global, direct-to-consumer platform comprised of digitally-native fashion brands offering a curated assortment of on-trend, affordably-priced fashion apparel and accessories. The company leverages its operational expertise and deep industry experience to help emerging brands grow and achieve their full potential. The a.k.a. portfolio includes four compelling yet distinct brands, Culture Kings, Princess Polly, Petal & Pup and Rebdolls, each serving their customers in a different way with a product assortment that empowers self-expression and unique style.

Teaching Strategies is the largest provider of comprehensive early childhood education solutions for holistic child development, offering the leading digital early learning platform, integrating curriculum, assessment and engagement tools for educators and families. The company’s proprietary, research-based solutions for development and learning span from birth to Grade 3 and cover all areas of development of a child, from social-emotional to language and cognitive skills.

Elatec is a leading global provider of highly-configurable RFID (radio frequency identification) technology solutions used in a variety of end-markets and industry applications, including printing, computing, manufacturing and the Internet of Things (IoT). The company designs and manufactures both contact (SmartCard) and close proximity contactless (NFC, RFID, Bluetooth) readers/writers that enable work optimization, workforce management, compliance and security.

onX is a leading provider of mobile and web-based off-pavement maps and GPS technology for hunting and other outdoor pursuits. The company aggregates data on property ownership, trails, permitted land use, and many other parameters to deliver the most relevant and rich geospatial data to any device, anywhere.

Normec is a technology-enabled provider of Testing, Inspection and Certification (“TIC”) services in the Benelux region and Germany. Based in the Netherlands, Normec is pursuing an active consolidation strategy by acquiring independent TIC businesses and integrating them onto its structured and scalable platform.

Harvey Performance Company (“HPC”) provides high-performance cutting tools for the manufacturing and metalworking industries through three complementary brands: Harvey Tool, a broad, one-stop offering for specialty micro-cutting tools; Helical Solutions, a manufacturer of high-performance custom and standard end mills; and Micro 100, a manufacturer of turning and milling tools.

Club Champion is one of the largest premium custom golf club fitting retailers in the world, with more than 60 locations across the United States. Club Champion uses highly trained fitters and the latest in ball flight measuring technology to deliver a Tour-quality fitting experience using an unbiased approach with the goal of producing longer, more accurate shots to lower golfers’ scores.

FineLine Technologies is a leading provider of data and RFID solutions to more than 220 global retailers and consumer brands and 30,000 manufacturers worldwide. FineLine’s FastTrak – a cloud-based, end-to-end client-facing technology platform – streamlines retail logistics between suppliers and retailers, providing speed and accuracy on complex orders with a fully integrated ordering, production and tracking experience.

Quay Australia is a socially-connected global eyewear brand with a passionate following. The company designs and markets affordable fashion sunglasses for trendsetters worldwide.

Calypso is a global provider of capital markets software. Its integrated platform enables financial trading, processing, risk management and accounting across multiple asset classes and is used by over 35,000 market professionals in 60+ countries.

InfoArmor provides identity and cyber intelligence services that help clients fight emerging fraud and advanced cyber threats. The company partners with employers, benefit brokers, consultants, and benefits exchanges to deliver identify theft solutions alongside existing employee benefits.

Vestmark is the premier SaaS technology provider for comprehensive unified wealth solutions utilized by financial advisors and institutions. Its integrated platform helps advisors, broker dealers and asset managers to more efficiently deliver advice to their clients. Vestmark‘s client base is comprised of top tier financial institutions, and the platform currently services 1.5 million accounts with an aggregate of $500 billion in assets.

Sézane is an online-only women’s wear fashion brand based in Paris. With a loyal customer following built entirely through word-of-mouth and social media, Sézane offers high-quality, ready-to-wear French chic style at an accessible price.

EngageSmart provides SaaS-based solutions designed to simplify client engagement. The company serves multiple industries including healthcare, consumer finance, insurance, non-profit, local government and utilities, delivering digital engagement solutions that transform customer interactions into loyalty building opportunities by simplifying complex business processes and transactions.

Don Clark, Bill Fenech and Ron Fenech founded Grand Design RV in 2012 to introduce innovation in the recreational vehicle market, offering high-quality, feature-packed towable fifth wheel RVs with an intense focus on customer and dealer satisfaction. The trio had been part of the ownership team of Summit portfolio company Keystone RV, which was acquired by Thor Industries in 2001. Leveraging their combined 50+ years of experience in the RV industry, the founders built Grand Design from the ground up and were seeing tremendous growth with a unique business model that enabled industry-leading quality and the agility to quickly respond to fast-changing customer preferences. Seeking a trusted partner to support this rapid growth and the company’s expansion plans, Don, Ron and Bill chose to work with Summit.

Uber is an on-demand transportation service that is evolving the way the world moves. By seamlessly connecting riders to drivers through mobile and web apps, Uber makes cities more accessible, opening up more possibilities for riders and more business for drivers. With operations in hundreds of cities, Uber has a large and rapidly expanding global presence.

With a commitment to customer service and innovation, and an industry-leading e-commerce platform, Parts Town had become one of the fastest-growing OEM parts distributors to the foodservice industry in North America. CEO Steve Snower believed there was significant opportunity to further accelerate growth – both organically and through acquisitions – and sought a financial partner that would bring experience in technology-enabled distribution and services as well as the resources necessary to help realize his vision for the business.

Systems Maintenance Services (SMS) is a global provider of multivendor IT asset lifecycle services and support solutions for datacenters. SMS supports more than 3,000 clients globally across North America, Asia and Europe, including Cisco, IBM, HP, Dell, Oracle, EMC, Hitachi, NetApp, Lexmark and Xerox.

Ruffalo Noel Levitz provides technology-enabled enrollment and fundraising management services to a diverse array of non-profit postsecondary institutions.

Peak Well Systems (Peak) was established in 2002 to provide the upstream oil and gas industry with advanced well intervention technology to extend well life, restore well integrity and enhance performance. Ten years later and still independent, Peak had become a provider of choice for many major oil companies, national oil companies and service companies around the world. In 2013, Peak’s management team sought a financial investor to help drive growth in new geographies and expand through acquisition, and chose to partner with Summit.

Philz Coffee is a specialty coffee retailer with cafes in the San Francisco Bay Area. Philz offers its own specialized blends of coffee along with a customized and personal customer service experience.

Vivint Smart Home is a leading provider of smart home technology. The company delivers services through a cloud-based platform that integrates a wide range of wireless features and components to provide simple, affordable home security, energy management and home automation.

Vivint Solar is a leading provider of residential solar energy systems. The company designs, installs, and maintains cost-effective solar energy systems, enabling homeowners to enjoy all the benefits of solar energy with no up-front costs.

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Westwing is the leading brand and platform in home & living eCommerce. Through its ‘shoppable magazine’, Westwing inspires its customers with a curated product selection (textiles, furniture, rugs, lamps, kitchenware, etc.) and combines that with gorgeous content. Westwing’s mission is: To inspire and to make every home a beautiful home.The company was founded in 2011 and is headquartered in Munich.

Progressive Finance is a provider of web-based lease-to-own financing programs for retailers.

Global Fashion Group (GFG) operates five leading fashion e-commerce brands across five emerging market regions: Dafiti (Brazil), Lamoda (Russia), Zalora (Southeast Asia), Namshi (Middle East) and The Iconic (Australia). Offering a wide assortment of leading international and local fashion brands, as well as a selection of internal brands, GFG currently operates in over 20 countries.

Lazada is Southeast Asia’s fastest growing online department store, with operations in Indonesia, Malaysia, Philippines, Thailand and Vietnam. The company has a broad product offering in categories ranging from consumer electronics to household goods, toys and sports equipment.

Continuum provides a leading SaaS-based platform that Managed Services Providers use to efficiently monitor, troubleshoot and maintain desktops, servers and other endpoints for small- and medium-sized businesses.

Access Information Management is a records and information management (RIM) services provider to businesses across the United States. The company offers a complete suite of RIM services including records management, data protection (electronic computer media), secure destruction, and Digital Access Solutions.

Clearwater Analytics provides web-based software for investment portfolio reporting, accounting and analytics for corporate treasuries, asset managers, insurance companies, custody banks and electronic trading portals.

Ogone became a leader in payment processing in Europe by focusing on solving the complex problem of enabling online merchants to offer multiple forms of preferred payment methods across borders. The company sought to accelerate its growth through international expansion and acquisitions, and management chose to partner with Summit in 2010.

Salient is an investment management firm and a recognized innovator in the development, management and delivery of sophisticated, non-traditional investment solutions for both institutional and retail investors.

Heald College is a regionally accredited private career college with campuses in California, Oregon and Hawaii.

Snap Fitness is a franchisor of compact, 24/7 fitness centers in North America, Australia, New Zealand and India. The company offers franchisees a proven, turnkey business model and provides members a convenient and affordable workout alternative to big box health clubs.

Associa is a homeowner association management company representing thousands of communities across the United States.

Tiny Prints is an online service for customizing and printing personalized social stationery and greeting cards sold under the Tiny Prints and Wedding Paper Divas brands.

Sun Trading is a proprietary trading firm focused on quantitative trading across multiple asset classes on various electronic exchanges worldwide.

Welltec is a leading provider of robotic well intervention services and completion products for the upstream oil & gas industry. The company’s proprietary technology helps the world’s major oil producers to increase production levels and improve oil recovery in maturing reservoirs. After several years of impressive growth building an international footprint, Welltec’s founder sought an experienced financial partner to continue its rapid expansion.

Fortegra Financial is an insurance services company that provides distribution/administration services and insurance-related products to insurance companies, insurance brokers and agents, and other financial services companies in the United States.

Founded in 1999 and based in Zebulon, North Carolina, Nomacorc engineers synthetic wine closures to prevent cork taint, oxidation and crumbling, providing a long-term solution at a lower price than a traditional wine cork. By 2007, Nomacorc had become the worldwide leader in the growing market for synthetic wine closures. The company’s founders sought a financial partner to provide partial liquidity and to help them take full advantage of Nomacorc’s growth potential.

Veepee runs Internet-based, members-only sales of overstock from leading consumer brands. The company is a market leader in Europe, with operations in Austria, Belgium, France, Germany, Italy, the Netherlands, Spain and the United Kingdom. Veepee also operates a subsidiary in Brazil.

Champion manufactures and installs replacement windows, patio rooms, entry doors, and siding. The company sells directly to the consumer through factory showrooms.

Founded in 1995 as IGEFI Group, Multifonds had grown to become the European market leader for fund accounting software, serving several of the world’s largest asset managers and service platforms. Profitable since inception and experiencing strong growth with blue-chip clients, the company’s founders recognized an opportunity to expand beyond Europe and broaden their product and technology offering. In 2006, the company chose Summit Partners to help professionalize the business, strengthen senior management and position the company for continued expansion, particularly into the United States and Asia.

Mo Industries is a designer, manufacturer, marketer, and wholesaler of premium branded apparel – primarily marketed under the Ella Moss® and Splendid® brands.

The Mutual Fund Store is an independent fee-based investment advisory business with owned and franchised locations across the United States, collectively managing over $5.0 billion in assets for retail clients.

Investor Management Services (IMS) is the first investor experience platform for commercial real estate firms to engage their investors and manage assets. The web-based IMS platform provides automated waterfall distribution processing, investor dashboards, CRM, document sharing and investor statements.

Focus Financial Partners—a partnership of independent wealth management firms—was formed to capitalize on the continued growth of high-net-worth households, clients’ increasing interest in independent advice, and financial advisors’ expanding need for product and infrastructure assistance. We believe founders Rudy Adolf, Rajini Kodialam and Lenny Chang sought the experience and capital resources of Summit to achieve their vision of building a platform to consolidate the fragmented wealth management industry.

Aramsco provides safety products, monitoring and sampling devices, remediation equipment, and decontamination supplies to the domestic preparedness market and environmental clean-up industry.

Liquidnet is an alternative trading system for the mutual fund and hedge fund industries. The company’s electronic platform allows money management firms to execute block trades directly and anonymously across international markets.

Tippmann Sports manufactures high-performance paintball markers and accessories. Its products are sold through specialty paintball dealers, distributors and the mass merchant channel.

Global Cash Access provides cash access and customer relationship marketing services to gaming properties and other clients in the United States, Canada, Caribbean, and Europe.

Web Reservations International Limited provides online bookings and reservations technology for the budget, independent, and youth travel sectors worldwide, through its boo.com, hostelworld.com, and hostels.com brands.

Bartlett Holdings, also known as BHI Energy, provides radiological protection services and skilled technicians to the US nuclear, fossil, wind and hydro power industries and the federal government.

optionsXpress is an online brokerage firm for self-directed investors who want to use options to protect portfolios, increase investment income, and maximize returns on stock movements.

Physicians Formula is a mass-market cosmetics company specializing in color corrective makeup.

SeaBright Insurance Holdings is a leading underwriter of specialty workers’ compensation insurance for the maritime and alternative dispute resolution markets.

PSC Info Group is a worldwide provider of leading edge document and information management services and business communications. The company delivers customized solutions for accounts receivable management, financial services, and healthcare companies.

Belkin International is a preeminent supplier of connectivity solutions and accessories for the computer and consumer electronics user.

FLEETCOR Technologies is aleading global corporate payments company that helps businesses spend less byproviding innovative solutions that enable and control expense-relatedpurchasing and payment processes. The FLEETCOR portfolio of corporate payment solutionsautomate, secure, digitize and manage payment transactions on behalf ofbusinesses around the world.

FLEETCOR announced its rebranding to Corpay (NYSE: CPAY) in 2024.

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B&W Loudspeakers manufactures and distributes premium home loudspeakers, marketing its products in more than 70 countries worldwide.

Burst Media is an online advertising sales network, offering customized advertising solutions and effective advertisement management technology to web publishers.

Staples.com is the online division of Staples, Inc. - a leading retailer of office supplies, furniture and technologies.

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WebEx Communications provides real-time communications infrastructure for business meetings on the Web that integrate voice, video, and data.

CallTech Communications provides outsourced contact center services including customer service, technical support, and transactions.

iPayment provides credit and debit card-based payment processing services to small- and mid-sized merchants across the United States.

Fry provides web development and managed services solutions to clients in transaction-intensive consumer and B2B industries, including retail, financial services, consumer packaged goods, and automotive.

EMED is a direct marketer of safety signage and related products to industrial, government, and other commercial customers.

Keystone RV Company manufactures towable recreational vehicle (RV) products, including travel trailers and fifth wheels.

The Galtney Group is an insurance and reinsurance broker and advisor that specializes in medical malpractice and professional liability insurance policies for medical professionals.