Even in the face of relentless disruptions, uncertainty, and change, there is opportunity. While 2022 was not without its challenges, this year continued to show us how we can work together, compound our progress, and thrive even in moments of unpredictability. We’re honored to play a small part in the journeys of the change-making companies and visionary founders that we partner with, and celebrate everything they have accomplished.
*Revenue generated excludes the following portfolio companies: People 2.0, CoreLogic, MeridianLink, and WorkWave.
Discover new companies we partnered with, successful add-ons, and recent realizations.
A year of growth, accomplishments, and new milestones.
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The portfolio companies identified above represent deals closed by Serent Capital during calendar year 2022 and do not represent all of the securities Serent Capital has purchased, sold, or recommended for its advisory clients. You should not assume that investments in such portfolio companies were, are, or will be profitable. Past performance is not a guarantee of future results.
Finding the right partner for your life’s work is no small feat. Learn how we fully invest in the founders we work with.
Our in-house Growth Team are collaborative problem-solvers that understand your unique challenges and how to tackle them. From strategic operational support to executive talent recruiting, we’re equipped with all of the resources you need to accelerate growth within your company.
Get to know the faces behind our in-house Growth Team and how they work.
Learn how the Serent Capital Growth Team actively partners with our companies to accelerate growth by providing strategic and operational support.
Our Value Creation Operators are multi-disciplinary generalists who have held...
Our Value Creation Operators are multi-disciplinary generalists who have held operational roles throughout their careers. They work in collaboration with our portfolio companies on revenue-generating initiatives to drive sustainable growth.
Our Centers of Excellence team is made up of specialists...
Our Centers of Excellence team is made up of specialists who drive value creation and accelerate top-line growth by identifying and executing levers across product marketing, payments, go-to-market strategies, and more.
Whether our portfolio companies need assistance with data knowledge management...
Whether our portfolio companies need assistance with data knowledge management or legal operations, our Operations Team is on call to help drive value creation and growth initiatives.
Finding the right talent and support pillars is crucial to building top-notch teams. That’s where we come in.
By tapping into the Serent Executive Network (SEN), our proprietary database of experienced industry professionals, we’re able to open up the aperture and find top-tier executive candidates, increase recruiting success, and lowering hiring costs.
We are always proactively searching for and cultivating great talent....
We are always proactively searching for and cultivating great talent. Our Human Capital team works hand-in-hand with our portfolio companies to identify, recruit, and place key talent and executive leadership.
Our Operating Executive Directors bring decades of collective CEO experience...
Our Operating Executive Directors bring decades of collective CEO experience and knowledge to the greater team. They work closely with our portfolio company management teams as a hands-on resource, providing oversight, guidance, and support.
Strong partnerships, the kind that persevere and flourish, are aligned by a common purpose. At Serent, we share your vision and strive for collaborative decision making. We’re always working towards what’s best for your business.
Executive endorsements of Serent Capital are for illustrative purposes, are designed to attract business development contacts, and should not be construed as client or investor testimonials of Serent Capital’s investment advisory services. Certain executives are also investors in Serent Capital’s investment vehicles and, as such, they may have an incentive to provide favorable reviews of Serent Capital’s business practices. Serent Capital has not, directly or indirectly, paid any compensation to such individuals for their endorsements.
The Founder-Friendly Investors award is awarded by Inc., a third-party that is not affiliated with Serent Capital. Serent Capital has paid an application fee to participate in this process. Inc’s recognition is not indicative of Serent’s future performance and does not reflect the experience of, or any rating by, Serent’s investors. TheBluWave Top 50 PE award is awarded by BluWave, a third-party that is not affiliated with Serent Capital. Serent Capital has not paid an application fee to participate in this process. BluWave’s recognition is not indicative of Serent’s future performance and does not reflect the experience of, or any rating by, Serent’s investors. The Growth Cap award is awarded by Growth Cap, a third-party that is not affiliated with Serent Capital. Serent Capital has paid an application fee to participate in this process. Growth Cap’s recognition is not indicative of Serent’s future performance and does not reflect the experience of, or any rating by, Serent’s investors.
As a firm created for founders, by founders, we deeply understand the challenges that growing market leaders face.
Learn how an effective EHR strategy can help providers gain patients, attract clinicians, and improve the financial health of their practice.
Read More
The construction industry is only just beginning to embrace tech tools that simplify the process of constructing homes — and building a business.
Read MoreThe mortgage industry is on the edge of a digital transformation. Operating Executive Director, Amy Brandt, shares what innovative startups are doing to find success in the mortgage tech space.
Read MoreThe manufacturing industry is primed for digital innovation. Download this whitepaper to learn the state of the manufacturing tech space, how it has moved to the cloud, emerging trends, and more.
Read MoreThe digital health market is expected to grow significantly over the next five years. Find out the four key trends driving this investment and how digital health companies are positioning themselves for future growth.
Read MoreRunning a successful interview process — one that yields the best hire possible — is a challenge. Learn how to implement these three components to ensure a productive interview experience from start to finish.
Read MoreFind out the key trends that are driving the market downturn and how you can find opportunities within it to position your company for success in the years to come.
Read MoreCost estimation is one of the most vexing challenges facing contractors today. Donny Wyatt, Founder of CoConstruct, shares how tech solutions can help contractors avoid estimation waste.
Read MoreAlvaro Erize, CEO of CINC and a former Serent Growth Team member, shares his perspective on the trends in the property tech market.
Read MoreWe're proud to announce the closing of our fifth and largest fund to date, Serent Capital Fund V, at $1.1 billion. This fund will continue to focus on founder-led, bootstrapped B2B software companies.
Read MoreSign up to receive our latest insights, portfolio company news, and firm updates with our newsletter.
We're proud of the new individuals who have joined our team and the ones who continue to grow with Serent.
Take a look at the new faces and minds Serent hired this year.
Emily Ayub
Gerren Harding
Alex Moon
We help grow and scale technology and tech-enabled service companies who are committed to changing the way we live, work, and do business.
We invest in businesses with exciting growth prospects across a variety of B2B software sectors.
Automotive
B2B and B2C Payments
Banking Tech
Business Services
Construction
Data & Analytics
Dental
Education
Energy & Utilities
Fields Services
Financial Services
Governance, Risk, & Compliance
Healthcare Services
Healthcare IT & Software
Hospitality
Human Capital Management
Insurance
IT & Software Development
Legal
Life Sciences
Non-Profit
Real Estate & Mortgage
Restaurant
Revenue Cycle Management
Security
Sports & Entertainment
State & Local Government
Supply Chain, Manufacturing, & Logistics
$15MM to $250MM
in Enterprise Value (smaller for add-ons)
Growing Technology & Services
Vertical Specific B2B Software, Data, Payments, or Tech-Enabled Services Companies
$5M to $100MM
Recurring Revenue (or a path to $5MM)
30-100% Ownership
Minority or Majority Transactions
20% to 1,000%+
Growth
Profitability
Business that are profitable or have a path to profitability
Download our investment criteria factsheet to learn more about our focus areas and approach.
