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# Platform Partners

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## Posts

- [Alliance Abroad expands global presence with new office in Portugal](https://platformllc.com/alliance-abroad-expands-global-presence-with-new-office-in-portugal/) - Alliance Abroad has opened a new office in Portugal to expand global career and cultural exchange opportunities for Portuguese-speaking young professionals, led by Patrick Guimarães.
- [Encino Energy Sells Stake in Encino Acquisition Partners for $5.6BN](https://platformllc.com/encino-energy-sells-stake-in-encino-acquisition-partners-for-5-6bn/) - Houston, Texas (August 12, 2025) - Platform Partners Investment Company (“Platform”), a Houston-based private investment firm, is pleased to announce its portfolio company Encino Energy (“Encino”) has sold its entire stake in Encino Acquisition Partners (“EAP”), a leading oil and gas producer in Ohio, to EOG Resources (NYSE: EOG). EOG Resources acquired EAP for US$5.6
- [Alliance Strategies Expands Global Reach with Acquisition of Stepwest](https://platformllc.com/alliance-strategies-expands-global-reach-with-acquisition-of-stepwest/) - Austin, TX - May 30, 2024 - Alliance Strategies, a leading provider of cultural exchange and work and travel programs, is excited to announce the acquisition of Stepwest, a prominent Canadian organization specializing in internships and working holiday placements. This strategic acquisition further solidifies Alliance Strategies’ position as a global leader in cultural exchange, bringing
- [Platform Partners Completes Investment in Alliance Strategies Inc.](https://platformllc.com/platform-partners-completes-investment-in-alliance-strategies-inc/) - Austin, TX - May 30, 2024 /PRNewswire/ - Platform Partners LLC ("Platform"), a private investment company headquartered in Houston, announced that it completed an investment in Alliance Strategies Inc., a leading international recruitment and cultural exchange organization. This strategic move marks a significant milestone for Alliance Strategies as it expands global opportunities and enhances the
- [Exact Payments Launches Network Tokenization Service for Embedded Payments](https://platformllc.com/exact-payments-launches-network-tokenization-service-for-embedded-payments/) - Scottsdale, AZ - April 4, 2024 /PRNewswire/ - Exact Payments, a leading provider of embedded payments technology, announced today the launch of its network tokenization solution leveraging Token Management Service (TMS) by Cybersource, a Visa solution. This new solution helps create a secure and scalable payment card security program for software companies integrating with Exact's
- [EAP Announces $300M Equity Commitment from CPP Investments](https://platformllc.com/eap-announces-300m-equity-commitment-from-cpp-investments/) - Houston, TX - April 22, 2024 - Encino Acquisition Partners, LLC ("EAP") announces a follow-on equity investment commitment of US$300 million from Canada Pension Plan Investment Board ("CPP Investments"). EAP and CPP Investments anticipate that US$150 million will be funded by the end of April. The investment supports EAP's accelerated development of the Utica oil
- [ALM First Launches New Board of Directors Advisory Board](https://platformllc.com/alm-first-launches-new-board-of-directors-advisory-board/) - Dallas, TX - April 22, 2024 - The inaugural meeting of ALM First’s new Board of Directors Advisory Board was held immediately following its 2024 Financial Institute last month at The Ritz-Carlton Dallas, Las Colinas. The formation of this new advisory board, which will complement the firm’s existing advisory board comprised of leading C-level executives
- [ShiftKey named one of Fast Company’s Most Innovative Companies in 2024](https://platformllc.com/shiftkey-named-one-of-fast-companys-most-innovative-companies-in-2024/) - Dallas, TX - March 19, 2024 - We are thrilled to announce that ShiftKey has been named one of Fast Company’s Most Innovative Companies in 2024! Our win shines a spotlight on the roll-out and success of our Schedule Automation Marketplace Integration (SAMI) product — which allows healthcare facilities to take a holistic view of
- [Exact Payments Named a Top 10 Payments ISV by ETA for Innovative PayFac-as-a-Service Solution](https://platformllc.com/exact-payments-named-a-top-10-payments-isv-by-eta-for-innovative-payfac-as-a-service-solution/) - Scottsdale, AZ - February 22, 2024 /PRNewswire/ - Exact Payments, a leading provider of embedded payments technology, has been named a Top 10 Payments ISV for 2024 by the Electronic Transactions Association. With this award, the ETA recognizes the Independent Software Vendors (ISVs) that are disrupting the payments industry, introducing innovative products, and pushing technological
- [ALM First selects Shirley McMillan as Director, Executive Benefits](https://platformllc.com/alm-first-selects-shirley-mcmillan-as-director-executive-benefits/) - Dallas, TX - February 13, 2024 - ALM First’s newest subsidiary, ALM First Executive Benefits, has selected Shirley H. McMillan as a new Director, Executive Benefits. She was placed by DDJ Myers, the well-known leadership development firm that offers a broad range of solutions to help clients optimize their greatest assets – their people. “Shirley
- [BluWave Recognizes Platform Partners LLC as a Private Equity Leader and a Recipient Of The 2024 Top PE Innovator Awards](https://platformllc.com/bluwave-recognizes-platform-partners-llc-as-a-private-equity-leader-and-a-recipient-of-the-2024-top-pe-innovator-awards/) - Houston, TX - February 21, 2024 – BluWave, the business builders’ network for private equity grade due diligence and value creation needs, announced today that Platform Partners LLC is a recipient of a 2024 Top Private Equity Innovator Award. The awards recognize select private equity firms for exemplary innovation and leadership. Recipients of the BluWave
- [ShiftKey's Empowered Workforce Report Reveals Solution to Healthcare Professional Shortages](https://platformllc.com/shiftkeys-empowered-workforce-report-reveals-solution-to-healthcare-professional-shortages/) - Dallas, TX - January 16, 2024 /PRNewswire/ - ShiftKey, a leading technology marketplace disrupting healthcare through data and workforce empowerment, today unveiled findings from the "ShiftKey Empowered Workforce Report." The data highlights the role flexibility can play in alleviating the healthcare workforce crisis. More than a third of healthcare professionals surveyed reported previously taking a pause
- [ALM First Assists With Over Half of Industry Securitizations](https://platformllc.com/alm-first-assists-with-over-half-of-industry-securitizations/) - Dallas, TX - January 18, 2024 - ALM First, a strategic partner for depositories offering commission-free, fee-based advice, has now assisted in more than half of all public industry securitizations, playing a role in seven of the 11 such transactions to date. In Q4 2023, ALM First experts worked with Ent Credit Union ($9.8B, Colorado
- [New Subsidiary, ALM First Executive Benefits, Launches](https://platformllc.com/new-subsidiary-alm-first-executive-benefits-launches/) - Dallas, TX - January 17, 2024 - ALM First, a strategic partner for depositories offering commission-free, fee-based advice as a fiduciary, officially launched a new subsidiary this month, ALM First Executive Benefits, LLC. The expansion of services to include unbiased plan design, consulting, plan audits, and seamless administration and plan servicing was driven by growing
- [ALM First Assists Space Coast Credit Union with $422M Securitization](https://platformllc.com/alm-first-assists-space-coast-credit-union-with-422m-securitization/) - Dallas, TX - December 20, 2023 - ALM First, a strategic partner for depositories offering commission-free, fee-based advice, served as a consultant for Space Coast Credit Union, the third-largest credit union in Florida with over $9B in assets, throughout their recent auto loan securitization process. This is the Credit Union’s first asset-backed securities issuance. The
- [Rich Robinson Joins Platform as an Operating Partner](https://platformllc.com/rich-robinson-joins-platform-as-an-operating-partner/) - Houston, TX - October 10, 2023 /PRNEWSWIRE/ - Platform Partners LLC ("Platform") is pleased to announce that Rich Robinson has joined Platform as an Operating Partner, Technology. In this new role, Mr. Robinson, who is based in Austin, will work closely with Platform's portfolio company management teams to help digitally transform their products, services, and operations
- [ShiftKey Partners With Keeper to Offer Tax Software For The Empowered Workforce](https://platformllc.com/shiftkey-partners-with-keeper-to-offer-tax-software-for-the-empowered-workforce/) - Dallas, TX - October 25, 2023 /BUSINESS WIRE/ - ShiftKey, a leading technology company transforming the future of work, today announced its partnership with Keeper, a tax-filing software built for people who report contracting and freelance earnings. "ShiftKey is building an ecosystem to support the full range of needs for an independent workforce," said Mike
- [Irving's ShiftKey Expands Tech Solution to Acute Care Facilities](https://platformllc.com/irvings-shiftkey-expands-tech-solution-to-acute-care-facilities/) - September 15, 2023 - Irving-based ShiftKey is betting on technology to address a looming care crisis. An aging population is creating surging demand for healthcare, but the supply of nurses and other caregivers is shrinking. Citing that outlook, the company said it is expanding its on-demand staffing platform into acute care facilities in six states. ShiftKey’s
- [Ordway and Exact Payments Partner to Streamline Billing and Payments](https://platformllc.com/ordway-and-exact-payments-partner-to-streamline-billing-and-payments/) - Washington - August 9, 2023 /PYMNTS/ - Ordway, a billing and revenue automation platform for scaling Software-as-a-Service (SaaS) companies, has partnered with embedded payments provider Exact Payments. The collaboration aims to deliver an all-in-one billing and payments solution to Ordway’s customers, aiding in the reduction of manual processes and providing an improved customer experience, the
- [Platform Partners Completes the Sale of the Vortex Companies to Quad-C Management](https://platformllc.com/platform-partners-completes-the-sale-of-the-vortex-companies-to-quad-c-management/) - Houston, TX - September 18, 2023 /PRNEWSWIRE/ - Platform Partners, LLC ("Platform"), a private investment firm based in Houston, Texas, announced it has completed the sale of the Vortex Companies, LLC ("Vortex") to funds managed by Quad-C Management, LLC. Headquartered in Houston, Texas, Vortex is a global provider of trenchless infrastructure rehabilitation products and services.
- [Executive Interview Series: Phil Levy, CEO of Exact Payments](https://platformllc.com/executive-interview-series-phil-levy-ceo-of-exact-payments/) - July 12, 2023 - The Executive Interview Series provides readers exclusive insights from movers and shakers in the payments industry. The payments industry is under continuous transformation. This series offers diverse perspectives on everything from strategy to payments technology and the industry’s future. In this interview, TSG Marketing team member Rachel Hartley spoke with Phil
- [The New Portrait of Leadership: Mike Vitek of ShiftKey](https://platformllc.com/the-new-portrait-of-leadership-mike-vitek-of-shiftkey/) - July 23, 2023 - The New Portrait Of Leadership: Mike Vitek Of ShiftKey On Which Legacy Ideas About Leadership Need To Be Discarded, And Which New Approaches To Leadership Should Be Embraced. An interview with Karen Mangia. We are living in the Renaissance of Work. Just like great artists know that an empty canvas can
- [ShiftKey Unveils New Website & Visual Identity](https://platformllc.com/shiftkey-unveils-new-website-visual-identity/) - Dallas, TX - July 12, 2023 (BUSINESS WIRE) - ShiftKey, a leading technology company transforming the future of work, today unveiled a new website and visual identity. A company born out of an authentic, inspired, determined drive to empower people and facilities into stability, growth and freedom, the new visual identity embodies that vision. The
- [Exact Payments Announces Foundational PayFac-as-a-Service Solution at Collision 2023](https://platformllc.com/exact-payments-announces-foundational-payfac-as-a-service-solution-at-collision-2023/) - Toronto - June 27, 2023 /PRNewswire-PRWeb/ - Exact Payments, a cutting-edge embedded payments company, will be launching its foundation PayFac-as-a-Service (PFaaS) offering at one of the industry's leading technology events, Collision 2023, in Toronto, Ontario. PFaaS from Exact allows software-as-a-service (SaaS) businesses to add an additional revenue stream by embedding payments within their solution while
- [Platform Partners is pleased to announce promotions within our team](https://platformllc.com/platform-partners-is-pleased-to-announce-promotions-within-our-team/) - We are pleased to announce the promotions of Kemp Sauer and Steven Polasek to Senior Associate. Since joining Platform, both Kemp and Steven have become trusted members of our investment team, contributing thoughtful analysis, strong execution, and meaningful partnership across our portfolio and new investment activity. Kemp joined Platform in 2023 from Barclays’ energy investment
- [ALM First, M&A Leadership Council introduce new M&A solution for credit unions](https://platformllc.com/alm-first-ma-leadership-council-introduce-new-ma-solution-for-credit-unions/) - Dallas, TX – July 13, 2026 – As the pace of credit union and bank M&A activity continues to increase, ALM First and M&A Leadership Council (MALC) have joined forces to deliver a new solution designed to help credit unions navigate M&A transactions with greater clarity and confidence at a fraction of the cost of
- [July Business Services Announces Expansion of Senior Leadership Team](https://platformllc.com/july-business-services-announces-expansion-of-senior-leadership-team/) - July 2, 2026 – July Business Services, LLC (“JULY”), a small-business retirement plan solutions provider, this week announced two senior leadership appointments to help sharpen the firm’s focus on growth and innovation. Blake Willis has been promoted to President of Retirement Services, and Josh Bulgin has joined the company as Chief Commercial Officer. As President of Retirement Services, Willis will
- [ALM First Launches Inaugural Loan Fund for Credit Unions](https://platformllc.com/alm-first-launches-inaugural-loan-fund-for-credit-unions/) - Dallas, TX - April 16, 2026 - ALM First, a strategic partner for more than 350 financial institutions nationwide, has successfully launched a first of its kind loan fund for credit unions. The ALM First Loan Fund Investment Pilot Program is a groundbreaking new model whereby ALM First can pool funds for credit unions for
- [BluWave Recognizes Platform Partners with 2026 Top PE Innovator Award](https://platformllc.com/bluwave-recognizes-platform-partners-with-2026-top-pe-innovator-award/) - BluWave’s fifth annual awards program recognizes Platform Partners amongst the top 2 percent of North America’s most innovative private equity firms. Houston, TX / Nashville, TN - March 4, 2026 - BluWave, the leading market network platform connecting the private equity industry and their portfolio companies with top-tier specialized professional service providers and interim executives,
- [ALM First Wins Top Workplaces Culture Excellence Award](https://platformllc.com/alm-first-wins-top-workplaces-culture-excellence-award/) - Dallas, TX - November 10, 2025 - ALM First is proud to announce that it is a 2025 Top Workplaces Culture Excellence winner, as the firm closes out its year-long 30th anniversary celebration. The Top Workplaces program has a 17-year history of surveying and celebrating people-first organizations nationally and across 60 regional markets. Specifically, ALM
- [South Coast Terminals Acquires Lindau Chemicals, Inc., Expanding Specialty Chemicals Capabilities](https://platformllc.com/south-coast-terminals-acquires-lindau-chemicals-inc-expanding-specialty-chemicals-capabilities/) - Platform Partners Investment Company (“Platform”), a Houston-based private investment firm, is pleased to announce its portfolio company South Coast Terminals (“South Coast”)
- [Platform Partners Acquires Champion Contractors & Services](https://platformllc.com/platform-partners-acquires-champion-contractors-services/) - Platform Partners LLC has acquired Champion Contractors & Services, a national leader in commercial roofing and storm restoration. The partnership aims to accelerate Champion’s nationwide growth and strengthen its position as a premier roofing and restoration provider.
- [Houston CEO sees opportunity in Texas' proposed $3B fund for dementia research](https://platformllc.com/houston-ceo-sees-opportunity-in-texas-proposed-3b-fund-for-dementia-research/) - Houston CEO James Dieter says Texas’ proposed $3B Dementia Prevention and Research Institute could boost his company, Principle Health Systems, as it rolls out an early Alzheimer’s detection test. He sees new opportunities to support researchers with large-scale testing and data collection.
- [DDJ Myers Becomes One of America's Credit Unions Inaugural Visionary Providers](https://platformllc.com/ddj-myers-becomes-one-of-americas-credit-unions-inaugural-visionary-providers/) - Phoenix, AZ - August 20, 2025 - DDJ Myers, the well-known industry thought leader and ALM First Company, has recently joined as one of only six inaugural Visionary providers to deliver thought leadership to the credit union industry. Through their new Visionaries program, America’s Credit Unions has identified leading-edge system providers and partnered with them to bring
- [J-1 Visa holders essential to Galveston's summer workforce](https://platformllc.com/j-1-visa-holders-essential-to-galvestons-summer-workforce/) - Galveston, TX - June 2, 2025 - As millions of tourists begin to filter through the island during its busy summer months, hundreds of international students will do the same, helping anchor the local hospitality industry. Utilizing temporary foreign labor during peak tourism months is nothing new for the local hospitality industry, with Landry’s Inc.
- [JULY Acquires Employee Incentive Plans, Inc., Expanding National Reach and Deepening Retirement Plan Capabilities](https://platformllc.com/july-acquires-employee-incentive-plans-inc-expanding-national-reach-and-deepening-retirement-plan-capabilities/) - Waco, TX - June 17, 2025 - July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services for small to mid-sized employers, is pleased to announce the acquisition of Employee Incentive Plans, Inc. (“EIP”), marking JULY’s seventh successful acquisition in the past two years. This transaction, effective May 30, 2025, is a
- [EY US Unveils John Humphrey of July Business Services as an Entrepreneur of the Year 2025 Southwest Award Finalist](https://platformllc.com/ey-us-unveils-john-humphrey-of-july-business-services-as-an-entrepreneur-of-the-year-2025-southwest-award-finalist/) - Waco, TX - May 1, 2025 - Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a
- [ALM First Launches New Loan Transaction Marketplace](https://platformllc.com/alm-first-launches-new-loan-transaction-marketplace/) - Dallas, TX - April 17, 2025 - ALM First, a strategic partner for more than 300 financial institutions nationwide offering commission-free, fee-based advice and celebrating its 30th anniversary this year, has launched an all-new Loan Transaction Marketplace to assist financial professionals as they explore buying and selling loans. Through ALM First’s Loan Transaction Marketplace, financial professionals
- [Evette Staffing is Redefining Relief Work for Veterinarians and Clinics Nationwide](https://platformllc.com/evette-staffing-is-redefining-relief-work-for-veterinarians-and-clinics-nationwide/) - April 18, 2025 - In 2016, Elise Burns and her mother launched a project they initially viewed as temporary. Their goal was to fulfill the requirements of their non-compete agreement before transitioning back into the familiar territory of human healthcare staffing. However, as they became more involved in the veterinary field, it revealed something far more
- [Alliance Strategies Strengthens its Position in the Education Sector](https://platformllc.com/alliance-strategies-strengthens-its-position-in-the-education-sector/) - April 7, 2025 - Alliance Strategies, a leading provider of cultural exchange and international education programs, is proud to announce the acquisition of Foreign Cultural Exchange Consultants (FCEC), the largest foreign-educated teacher recruiter in the Philippines. This strategic move further solidifies Alliance Strategies’ leadership in the education space of the cultural exchange industry, enhancing its global
- [Principle Health Systems Acquires Heartland Health Laboratory](https://platformllc.com/principle-health-systems-acquires-heartland-health-laboratory/) - Houston, TX - March 27, 2025 - Principle Health Systems (PHS), the leading mobile diagnostic provider for the long-term care community, is pleased to announce the acquisition of Heartland Health Laboratory, a trusted name in clinical diagnostics based just outside Kansas City. This acquisition marks a significant step in Principle Health Systems’ strategic growth initiative to
- [Evette Appoints DVM to Internal Leadership Team, Amplifying Veterinarians' Voices to Help Guide Company's Strategic Growth](https://platformllc.com/evette-appoints-dvm-to-internal-leadership-team-amplifying-veterinarians-voices-to-help-guide-companys-strategic-growth/) - Dallas, TX - March 26, 2025 /BUSINESS WIRE/ -Evette, today’s leading nationwide veterinary relief staffing agency, announced the expansion of its leadership team, naming Dr. Eric Mueller, DVM, as Vice President of Clinical Operations. The appointment of Evette’s first-ever internal DVM comes as the company continues on a path of rapid growth and innovation in
- [BluWave Recognizes Platform Partners with 2025 Top PE Innovator Award](https://platformllc.com/bluwave-recognizes-platform-partners-with-2025-top-pe-innovator-award/) - Houston, TX / Nashville, TN - February 25, 2025 - BluWave, the Business Builders’ Network that connects the private equity industry with best-in-class talent, industry consultants and service providers, today announced Platform Partners as a 2025 Top PE Innovator Award winner*. BluWave’s fourth annual Top Private Equity Innovator Awards recognize the top 2% of private equity
- [ALM First Celebrates 30 Years of Industry Service](https://platformllc.com/alm-first-celebrates-30-years-of-industry-service/) - Dallas, TX - January 31, 2025 - ALM First, a strategic partner for more than 300 financial institutions nationwide offering commission-free, fee-based advice, is celebrating its 30th anniversary. The firm began its operations on February 2, 1995, and ALM First founder, Emily Hollis, continues to serve as its CEO. “A lot has changed over the years
- [ALM First to Launch Groundbreaking Loan Fund for Credit Unions](https://platformllc.com/alm-first-to-launch-groundbreaking-loan-fund-for-credit-unions/) - Dallas, TX - January 6,2025 - ALM First, a strategic partner for more than 300 financial institutions nationwide, received NCUA approval in December 2024 to create a first of its kind loan fund for credit unions. The firm initially requested permission in 2022 for the ALM First Loan Fund Investment Pilot Program, a groundbreaking new model
- [US Summer Camp Specialists 'Wild Packs' Joins Alliance Strategies](https://platformllc.com/us-summer-camp-specialists-wild-packs-joins-alliance-strategies/) - December 10, 2024 – Alliance Strategies is delighted to announce that Scottish company Wild Packs has joined its organization. Founded in 2008 by Jamie Fraser, Wild Packs is renowned for its expertise in the US Summer Camp program, having introduced thousands of British students to the time-honored Camp Counselor experience. Jamie and his team of seasoned camp
- [ALM First Provides Expert Guidance Amid Industry's Increasing Merger & Acquisition Activity](https://platformllc.com/alm-first-provides-expert-guidance-amid-industrys-increasing-merger-acquisition-activity/) - Dallas, TX - October 28, 2024 - ALM First, a strategic partner for depositories offering commission-free, fee-based advice, is providing expert guidance amid the industry’s increasing merger and acquisition (M&A) activity. With significant mergers continuing to be announced in Q4 and planned to close in 2025, the firm’s strategic solutions group doesn’t expect the current
- [Platform Partners Completes Investment in Progressive Pipeline Management, LLC](https://platformllc.com/platform-partners-completes-investment-in-progressive-pipeline-management-llc/) - Houston, TX – October 29, 2024 /PRNewswire/ – Platform Partners LLC ("Platform"), a private investment company headquartered in Houston, announced that it completed an investment in Progressive Pipeline Management, LLC ("PPM"), a leading full-service, trenchless pipeline rehabilitation contractor that restores aging, damaged or leaking underground infrastructure, primarily natural gas utility distribution pipelines of all shapes
- [M&O Partners with Simplicity Group](https://platformllc.com/mo-partners-with-simplicity-group/) - Southfield, MI – September 13, 2024 /PRNewswire/ – Platform Partners (“Platform”), a private investment firm based in Houston, announced the merger of M&O Capital (“M&O” or the “Company”) with Simplicity Financial Marketing Group Holdings (“Simplicity”). Headquartered in Southfield, MI, M&O is a comprehensive insurance services organization offering access to insurance products and marketing services to
- [JULY Acquires Acuff to Expand its National Presence](https://platformllc.com/july-acquires-acuff-to-expand-its-national-presence/) - Waco, TX - July 18, 2024 - July Business Services, LLC ("JULY"), a leading national provider of 401(k) plan services to small to mid-sized employers, is pleased to announce the successful acquisition of Acuff & Associates (Acuff), a Third Party Administrator (TPA) of Defined Contribution plans and actuarial consulting services based in Brentwood, TN. The
- [ShiftKey Enters Next Phase of Growth, Names Mike Vitek as new Chief Executive Officer](https://platformllc.com/shiftkey-enters-next-phase-of-growth-names-mike-vitek-as-new-chief-executive-officer/) - Dallas, TX - May 18, 2023 - ShiftKey, a leading technology company transforming the future of work by empowering independent licensed professionals to connect directly with healthcare facilities with open workforce needs, announced today that the board has appointed Mike Vitek, previously chief revenue officer, as the new chief executive officer of ShiftKey. “I am
- [ALM First Closes with Real-World Examples & Insights for a Successful Future](https://platformllc.com/alm-first-closes-with-real-world-examples-insights-for-a-successful-future/) - Dallas, TX - March 30, 2023 - ALM First’s 2023 Financial Institute closed Wednesday, March 29, wrapping up with several insightful general sessions after attendees chose from three customized learning tracks throughout the conference – Board, Fundamentals, and Funds Management. Deedee Myers, Ph.D. and CEO of DDJ Myers, an ALM First Company, shared real-life strategies
- [JULY Acquires Sunwest Pensions to Expand Its National Presence](https://platformllc.com/july-acquires-sunwest-pensions-to-expand-its-national-presence/) - Waco, TX - June 20, 2023 - July Business Services, LLC ("JULY"), a leading national provider of 401(k) plan services to small to mid-sized employers, is pleased to announce the successful acquisition of Sunwest Pensions, a high-touch, consultative retirement plan recordkeeper and TPA based in Tempe, AZ. This strategic merger enables JULY to further enhance
- [JULY Announces Third Acquisition Transaction of 2023 with HTLF's Retirement Plan Recordkeeping and Administration Business](https://platformllc.com/july-announces-third-acquisition-transaction-of-2023-with-htlfs-retirement-plan-recordkeeping-and-administration-business/) - Waco, TX - May 16, 2023 - July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, has entered into its third acquisition transaction of 2023 with Heartland Financial USA, Inc. subsidiary, Dubuque Bank and Trust Company, and its division HTLF Retirement Plan Services (“HTLF”) to acquire
- [Mavs, ShiftKey Collaborate for Mavs Business Assist Session](https://platformllc.com/mavs-shiftkey-collaborate-for-mavs-business-assist-session/) - Dallas, TX - May 8, 2023 - Mavs Business Assist (MBA), the flagship business development program of Mavs Take ACTION!, recently had its sixth session of the season, featuring Mavs sponsorship partner, ShiftKey. The unique event featured a panel discussion with ShiftKey leadership, offering valuable insights and knowledge for entrepreneurs and business professionals. The session
- [AllianceHCM is now an approved partner of Wendy's Quality Supply Chain Co-op](https://platformllc.com/alliancehcm-is-now-an-approved-partner-of-wendys-quality-supply-chain-co-op/) - Houston, TX - February 9, 2023 /PRNewswire/ - AllianceHCM, one of the nation’s largest privately-held human capital management (HCM) software providers, announced today its partnership with Quality Supply Chain Co-op, Inc. (QSCC), the independent purchasing cooperative for Wendy’s restaurants. This partnership opens up more workforce management software choices for QSCC members, who will receive a
- [Symposium23: How ALM First's Acquisition of DDJ Myers Enhances Their Focus on Credit Unions](https://platformllc.com/alm-acquisition-of-ddj-enhances-focus-on-credit-unions/) - February 11, 2023 – CUbroadcast Studio Lounge ventured to the beautiful island of Maui for the CUES Symposium February 5-9, 2023. Once there, they interviewed the conference’s expert presenters, credit union attendees, vendors — as well as many other industry innovators, game changers, and sponsors ALM First, DDJ Myers, and Survey & Ballot Systems. Two
- [JULY Announces Acquisition of Turning Point Associates](https://platformllc.com/july-announces-acquisition-of-turning-point-associates/) - Waco, TX - March 29, 2023 - July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small and mid-size employers, has entered into an acquisition transaction with Turning Point Associates (“Turning Point”). The Turning Point acquisition is JULY’s second this year and the fourth over the past four years. Turning
- [ShiftKey & OnShift Launch Transformative System for Healthcare Facilities](https://platformllc.com/shiftkey-onshift-launch-transformative-system-for-healthcare-facilities/) - Dallas, TX - March 21, 2023 (BUSINESS WIRE) - ShiftKey and OnShift today announced the launch of the Schedule Automation Marketplace Integration (SAMI), a first-of-its-kind system that combines the full power of ShiftKey’s workforce marketplace and OnShift’s dashboard view and data, empowering facilities with the resources and insights to make strategic workforce decisions in the short
- [JULY Announces Acquisition Transaction with Digital Retirement Solutions](https://platformllc.com/july-announces-acquisition-transaction-with-digital-retirement-solutions/) - Waco, TX - March 21, 2023 - July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, has entered into an acquisition transaction with Digital Retirement Solutions (“DRS”). The DRS acquisition is part of JULY’s increased focus on strategic growth and represents the firm’s third acquisition
- [Vortex Introduces Total UV CIPP System](https://platformllc.com/vortex-introduces-total-uv-cipp-system/) - Houston, TX - February 20, 2023 (GLOBE NEWSWIRE) - The Vortex Companies, a leading provider of advanced trenchless water and sewer technologies and infrastructure renewal services, introduced today its new, comprehensive UV CIPP Systems solutions portfolio. Vortex’s UV CIPP curing equipment systems, liners, and custom truck builds backed by expert training and support, enable the
- [ShiftKey Named 2023 Top Workplace](https://platformllc.com/shiftkey-named-2023-top-workplace/) - Dallas, TX - February 6, 2023 - ShiftKey, a leading technology company transforming the future of work by empowering independent licensed professionals to connect directly with healthcare communities with open workforce needs, has been named a 2023 Top Workplace, USA. This award issued by Energage, a purpose-driven organization that develops solutions to build and brand
- [BluWave Recognizes Platform Partners LLC as a Private Equity Leader and a Recipient Of The 2023 Top PE Innovator Awards](https://platformllc.com/bluwave-recognizes-platform-partners-llc-as-a-private-equity-leader-and-a-recipient-of-the-2023-top-pe-innovator-awards/) - Houston, TX - February 15, 2023 - BluWave, the business builders’ network for private equity grade due diligence and value creation needs, announced today that Platform Partners LLC is a recipient of a 2023 Top Private Equity Innovator Award. The awards recognize select private equity firms for exemplary innovation and leadership. Recipients of the BluWave
- [Shiftkey, Tech Company Leading Future of Work, Makes Strategic Executive Hires](https://platformllc.com/shiftkey-tech-company-leading-future-of-work-makes-strategic-executive-hires/) - Dallas, TX - January 24, 2023 - ShiftKey, a Dallas-based technology company transforming the future of work by empowering licensed professionals to connect directly with healthcare communities with open workforce needs, today announced that it has expanded its leadership team with four new executive hires: Jeffrey Lawrence, Chief Financial Officer; Ryan Bonifacino, Chief Marketing Officer;
- [Platform Partners Completes Investment in Principle Health Systems, LLC](https://platformllc.com/platform-partners-completes-investment-in-principle-health-systems-llc/) - Houston, TX - January 3, 2023 /PRNewswire/ - Platform Partners LLC ("Platform"), a private investment company headquartered in Houston, announced that it completed an investment in Principle Health Systems, LLC ("Principle"), a leading healthcare services provider specializing in premium laboratory testing and pain management. Founded in 2016, Principle is one of the fastest-growing laboratory service
- [Dallas Mavericks Name ShiftKey an Official Partner](https://platformllc.com/dallas-mavericks-name-shiftkey-an-official-partner/) - Dallas, TX - August 17, 2022 - The Dallas Mavericks and ShiftKey, a Texas based technology company, announced a multi-year partnership, naming ShiftKey an Official Partner of the Dallas Mavericks. ShiftKey is a platform that uses marketplace dynamics to connect licensed independent workers with healthcare facilities looking to fill open shifts. By placing the power
- [For the 2nd Time, NextEdge Appears on the Inc. 5000, With Three-Year Revenue Growth of 205%](https://platformllc.com/for-the-2nd-time-nextedge-appears-on-the-inc-5000-with-three-year-revenue-growth-of-205/) - New York, NY - August 24, 2022 - NextEdge is proud to be on this prestigious list of America’s Fastest-Growing Private Companies for the 2nd year in a row! Inc. Magazine revealed that NextEdge is No. 2,732 on its annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. The
- [Platform Partners Completes Investment in July Business Services, LLC](https://platformllc.com/platform-partners-completes-investment-in-july-business-services-llc/) - Waco, TX - October 25, 2022 /PRNewswire/ - Platform Partners LLC (“Platform”), a private investment company headquartered in Houston, announced that it completed an investment in July Business Services, LLC (“JULY”), a leading fintech providing retirement products and services to financial advisors and small to medium sized businesses. Founded in 1994, JULY is one of
- [Envoy Mortgage Named Nation’s Best in Customer Satisfaction](https://platformllc.com/envoy-mortgage-named-nations-best-in-customer-satisfaction/) - Houston, TX - April 27, 2022 - Envoy Mortgage was named the nation’s #1 Top Large Division Mortgage Company in Customer Satisfaction for 2021 by Experience.com, the industry’s leading provider of experience management software. The competition was fierce, as the rankings are based on millions of customer reviews on nearly 40,000 individual loan officers from
- [Envoy Mortgage Gift of Home Program to Surprise 50 Customers Across the U.S. with Mortgage Assistance](https://platformllc.com/envoy-mortgage-gift-of-home-program-to-surprise-50-customers-across-the-u-s-with-mortgage-assistance/) - Houston, TX - January 12, 2021 - Envoy Mortgage today announced it will gift 50 households across the U.S. up to $150,000 in mortgage assistance, including tax, as part of its Gift of Home program designed to show gratitude during a challenging time for its customers. Gift of Home officially launched today in Envoy Mortgage’s
- [Envoy Mortgage Awarded 2019 Best Places to Work in Houston](https://platformllc.com/envoy-mortgage-awarded-2019-best-places-to-work-in-houston/) - Houston, TX - September 19, 2019 - Envoy Mortgage was recently recognized as one of Houston’s 2019 “Best Places to Work” by the Houston Business Journal in the large business category. The award recognizes 105 local, Houston companies from various industries that promote unmatched work-life balance, competitive paid time off and other tangible and intangible
- [Envoy Mortgage – Transforming the Consumer Connection](https://platformllc.com/envoy-mortgage-transforming-the-consumer-connection/) - Houston, TX - January 29, 2018 - Winning the Top Mortgage Employers Award from National Mortgage Professional Magazine for the third year in a row, Envoy fosters an environment built for growth and support. The Top Mortgage Employers award polls readers on their employers using compensation, marketing support, corporate culture, long-term strategy, training resources, innovation
- [Platform Partners Announces the Hiring of Brett Boren](https://platformllc.com/platform-partners-announces-the-hiring-of-brett-boren/) - Houston, TX - August 22, 2019 - Platform Partners LLC (“Platform”), a Houston-based investment firm focused on partnering with companies in the lower-middle market, is pleased to announce it has hired Brett Boren as an Associate. Mr. Boren will actively support all aspects of the firm’s monitoring and investment activities. Mr. Boren joins Platform from
- [Jorge Diaz Joins Platform as an Operating Partner](https://platformllc.com/jorge-diaz-joins-platform-as-an-operating-partner/) - Houston, TX - November 28, 2018 - Platform Partners LLC (“Platform”) is pleased to announce that Jorge Diaz has joined Platform as an Operating Partner. In this new role, Mr. Diaz will work closely with Platform’s portfolio company management teams, advising them on various matters to help grow their businesses. Mr. Diaz joins Platform after
- [Platform Partners Announces the Hiring of Brennon Brignac and Jennifer Oliveri](https://platformllc.com/platform-partners-announces-the-hiring-of-brennon-brignac-and-jennifer-oliveri/) - Houston, TX - October 29, 2018 - Platform Partners LLC (“Platform”), a Houston-based investment firm focused on partnering with companies in the lower-middle market, is pleased to announce it has hired Brennon Brignac, CFA, as an Associate and Jennifer Oliveri, CPA, as Tax Director. Mr. Brignac will actively support all aspects of the firm’s monitoring
- [Platform Partners Announces the Hiring of Jeremy Newsom](https://platformllc.com/platform-partners-announces-the-hiring-of-jeremy-newsom/) - Houston, TX - July 27, 2017 - Platform Partners LLC (“Platform”) is pleased to announce the addition of Jeremy Newsom as Executive Vice President. Mr. Newsom will lead Platform’s initiative to invest in junior capital, including senior / preferred equity and subordinated debt with minority ownership in companies primarily located in the Southern U.S. A
- [Private Equity Firm has a real stake in Houston’s future](https://platformllc.com/private-equity-firm-has-a-real-stake-in-houstons-future/) - Houston, TX - January 4, 2019 /HOUSTON CHRONICLE/ - Mike Vellano only had one job on his resume leading up to his 30th birthday: his family’s pipe supply business in New York. He was the fourth generation to work for the business. Now, he runs his own trenchless pipe company in Houston. Vellano founded Vortex
- [Platform Partners Completes Minority Investment in Alliance Payroll Services](https://platformllc.com/platform-partners-completes-minority-investment-in-alliance-payroll-services/) - The Woodlands, TX - February 25, 2020 /PRNewswire/ - Platform Partners LLC (“Platform”), a private company headquartered in Houston, announced that it completed a minority investment in Alliance Payroll Services, LLC (“Alliance,” or the “Company”), a leading provider of cloud-based payroll and human capital management software solutions. The partnership with Platform will allow Alliance to
- [Titan Grove Completes Sale of Modus, a Leading Provider of 5G Infrastructure Services, to Bow River Capital](https://platformllc.com/titan-grove-completes-sale-of-modus-a-leading-provider-of-5g-infrastructure-services-to-bow-river-capital/) - New York, NY - September 1, 2020 /PRNewswire/ - Titan Grove Holdings (“Titan Grove”) announced today that it has completed the sale of NextEdge Networks Holdings and its wholly-owned subsidiary, Modus (collectively, “Modus”), to Bow River Capital (“Bow River”), a private equity firm based in Denver, Colorado. Modus was built upon a simple thesis with
- [Platform Partners Completes Investment in Process Service Specialists](https://platformllc.com/platform-partners-completes-investment-in-process-service-specialists/) - Houston, TX - August 4, 2020 /PRNewswire/ - Platform Partners LLC (“Platform”), a private holding company headquartered in Houston, announced that it completed a minority equity investment in Process Service Specialists, LLC (“PSS,” or the “Company”), a leading specialty mechanical contractor and turnaround services provider serving the petrochemical and refining complex along the Gulf Coast.
- [ALM First Acquires Fixed Income Business from Detalus, Exceeds $36 Billion in Assets Under Management](https://platformllc.com/alm-first-acquires-fixed-income-business-from-detalus-exceeds-36-billion-in-assets-under-management/) - Dallas, TX - July 13, 2020 - ALM First has officially acquired the institutional fixed income line of business from Detalus, a 20-year old asset management firm dedicated to providing objective advice. As a result of increased investment activity from ALM First’s more than 300 clients nationwide and the recent acquisition, the firm’s total assets
- [RTP-based SmartSky lands $41M, wants $74M more ahead of air-to-ground network launch](https://platformllc.com/rtp-based-smartsky-lands-41m-wants-74m-more-ahead-of-air-to-ground-network-launch/) - Research Triangle, NC - June 10, 2020 - SmartSky Networks just got an injection of capital ahead of the launch of its new air-to-ground communications network for aviation. The RTP-based in-flight internet provider recently raised roughly $41.3 million in equity and debt, according to a recent SEC filing. The round kicked off May 29, and
- [SmartSky Names Industry Veteran David Helfgott CEO](https://platformllc.com/smartsky-names-industry-veteran-david-helfgott-ceo/) - Research Triangle, NC - October 13, 2020 - SmartSky Networks today announced that mobile broadband communications technology executive David Helfgott has been named CEO, reflecting the company’s upcoming transition from the development and deployment stage to an operational aviation broadband communications services and products company. “On behalf of both the SmartSky board and management, I
- [EY Announces Mike Vellano of the Vortex Companies as an Entrepreneur Of The Year® 2020 Gulf Coast Area Award Winner](https://platformllc.com/ey-announces-mike-vellano-of-the-vortex-companies-as-an-entrepreneur-of-the-year-2020-gulf-coast-area-award-winner/) - Houston, TX - October 13, 2020 /PRNewswire/ - Ernst & Young LLP (EY US) today announced that Mike Vellano, President and CEO of the Vortex Companies was named an Entrepreneur Of The Year® 2020 Gulf Coast Area Award winner. The Entrepreneur Of The Year Awards program is one of the preeminent competitive awards for entrepreneurs
- [Platform Partners Completes Investment in E-xact Payments](https://platformllc.com/platform-partners-completes-investment-in-e-xact-payments/) - Vancouver, Canada - November 18, 2020 /PRNewswire/ - Platform Partners LLC (“Platform”), a private holding company headquartered in Houston, TX announced its investment in E-xact Payments, LLC (“E-xact” or the “Company”), a leading provider of integrated payment gateway services to bank partners, software platforms and omnichannel merchants. Founded in 1999, E-xact owns and operates a
- [Vortex Companies Acquires Highly Regarded Sewer Rehabilitation Product and Construction Materials Company, Parson Environmental](https://platformllc.com/vortex-companies-acquires-highly-regarded-sewer-rehabilitation-product-and-construction-materials-company-parson-environmental/) - Houston, TX - October 23, 2020 /PRNewswire/ - The Vortex Companies (“Vortex”), a leading trenchless infrastructure solutions provider, announced today the acquisition of Parson Environmental Products, Inc. (Parson Environmental), a national provider of sanitary sewer rehabilitation and stormwater retention products, according to Mike Vellano, President and CEO of the Vortex Companies. “Parson Environmental has a
- [Vortex Companies Launches New Business Unit to Support Acquisition of Proprietary CIPP Sensor Technology](https://platformllc.com/vortex-companies-launches-new-business-unit-to-support-acquisition-of-proprietary-cipp-sensor-technology/) - Houston, TX - November 20, 2020 /PRNewswire/ - Vortex Companies, LLC (“Vortex Companies”), the nation’s fastest growing trenchless infrastructure solutions provider, launched Vortex Technology Group, LLC to support its recent acquisition of proprietary Cured-In-Place-Pipe (CIPP) sensor technology developed to verify the curing process of the popular relining system. “This sensor technology has, and will continue
- [Vortex Companies Completes Acquisition of North American Pipeline](https://platformllc.com/vortex-companies-completes-acquisition-of-north-american-pipeline/) - Houston, TX - December 23, 2020 /PRNewswire/ - The Vortex Companies, LLC (“Vortex Companies”), announced today that it has acquired North American Pipeline Services, LLC (NAP), in a deal that will significantly expand its trenchless infrastructure service capabilities in the Mid-Atlantic Region, according to Mike Vellano, CEO, the Vortex Companies. “This completion of this acquisition
- [SmartSky Raises Additional Capital As Aviation Broadband Wi-Fi Service Nears Launch](https://platformllc.com/smartsky-raises-additional-capital-as-aviation-broadband-wi-fi-service-nears-launch/) - Research Triangle, NC - February 22, 2021 - SmartSky Networks today announced that it has closed on more than $32 million in additional equity and debt funding as it prepares for the launch of its next-generation aviation Wi-Fi connectivity service later this year. “In a display of confidence in the future of SmartSky’s groundbreaking technology
- [SmartSky Surpasses 200 Patent Milestone](https://platformllc.com/smartsky-surpasses-200-patent-milestone/) - Research Triangle, NC - March 9, 2021 (BUSINESS WIRE) - SmartSky Networks announced today that it has surpassed 200 granted patents. This broad portfolio contains many essential innovations which empower and protect the company’s next-generation inflight broadband service, launching later this year. “SmartSky set out to transform aviation through innovations in communications technology and services,”
- [Vortex Technology Group, LLC Acquires Integrated Monitoring Technology Firm, Zia Systems](https://platformllc.com/vortex-technology-group-llc-acquires-integrated-monitoring-technology-firm-zia-systems/) - Houston, TX - March 8, 2021 /PRNewswire/ - In a move to protect its CMS technology patents and bring singular focus to its VeriCure® Cured-In-Place Pipe Curing Monitoring System, Vortex Technology Group, LLC, a business entity of the Vortex Companies’ Products Division, announced today that it has acquired Zia Systems, LLC, an integrated system solutions
- [Exact Payments Adds New CTO Ravi Rajamiyer to its Executive Team](https://platformllc.com/exact-payments-adds-new-cto-ravi-rajamiyer-to-its-executive-team/) - Scottsdale, AZ - March 10, 2021 /PRNewswire/ - Exact Payments, LLC (“Exact”) announced today that Ravi Rajamiyer, M. Tech. / PhD, has joined the company as its Chief Technology Officer. Ravi brings more than 20 years of experience building and leading technology teams across industries from global payments to Cloud Security, AI/Machine Learning, Data Center
- [Colliers announces the sale leaseback of Dynamic Glass Industrial Park in Houston](https://platformllc.com/colliers-announces-the-sale-leaseback-of-dynamic-glass-industrial-park-in-houston/) - Houston, TX - February 23, 2021 - Colliers is pleased to announce the sale leaseback of Dynamic Glass Industrial Park, a 160,778 square foot complex, located at 9419 Windfern Road and 9320 Zaka Road in Houston, Texas. The buyer, Gordon Creekside, was represented by TCI Properties out of California. David L. Carter and John Nicholson
- [SmartSky Names Wireless Broadband Pioneer David Claassen To Newly Created Chief Technology Officer Role](https://platformllc.com/smartsky-names-wireless-broadband-pioneer-david-claassen-to-newly-created-chief-technology-officer-role/) - Research Triangle, NC - March 23, 2021 - SmartSky Networks announced today the appointment of cellular technology pioneer David Claassen to the position of Chief Technology Officer. Claassen will direct SmartSky’s technology strategy and execution, including development and delivery of innovative technical solutions from its portfolio of patents, as the company moves forward to empower
- [ALM First Assists with 2nd Industry Securitization, Opening the Door to Capital Markets for UNIFY](https://platformllc.com/alm-first-assists-with-2nd-industry-securitization-opening-the-door-to-capital-markets-for-unify/) - Dallas, TX - May 3, 2021 - ALM First, a strategic partner for depositories offering commission-free, fee-based advice, served as a consultant for UNIFY Financial Credit Union ($3.4B, Torrance, CA) throughout their recent securitization process. The UNIFY Auto Receivables Trust 2021-1 (UART-2021-1) is the credit union’s first asset-backed securities issuance and is only the second
- [Avionica and SmartSky Partner to Develop Real-Time Aviation Data Services](https://platformllc.com/avionica-and-smartsky-partner-to-develop-real-time-aviation-data-services/) - Miami, FL & Research Triangle Park, NC - June 1, 2021 - Avionica and SmartSky Networks announced today that they have formed a landmark partnership to deliver a new and advanced class of data-focused services for aviation. Avionica has proven leadership with onboard data collection. The SmartSky network, launching later this year, will provide superior
- [Bow River Capital Expands NextEdge, Its Telecommunications Services Platform with Acquisitions of Tachyon and Spectrum Services](https://platformllc.com/bow-river-capital-expands-nextedge-its-telecommunications-services-platform-with-acquisitions-of-tachyon-and-spectrum-services/) - Denver, CO - July 7, 2021 /PRNewswire/ - Bow River Capital (“Bow River”) announced today that its telecommunications services platform, NextEdge, has completed the acquisitions of Atlanta-based SBS Services Holdings, LLC and its subsidiaries, a portfolio company of MSouth Equity Partners, (“Tachyon”) and Las Vegas-based Spectrum Services, LLC (“Spectrum”). The transactions have created a premier
- [Exact Payments Announces Launch of New Payments Platform](https://platformllc.com/exact-payments-announces-launch-of-new-payments-platform/) - Scottsdale, AZ - July 20, 2021 /PRNewswire/ - Exact Payments (“Exact” or the “Company”) announced the launch of its next generation payment gateway now fully deployed in the Amazon Web Services Cloud (“AWS Cloud”). The new platform represents a comprehensive technology upgrade and positions the Company to set a new standard of performance in the
- [ShiftKey Receives Growth Capital to Accelerate Innovation in Healthcare Workforce Staffing](https://platformllc.com/shiftkey-receives-growth-capital-to-accelerate-innovation-in-healthcare-workforce-staffing/) - Dallas, TX - August 25, 2021 /PRNewswire/ - ShiftKey, a leader in healthcare workforce solutions, is pleased to announce that it has received growth capital from Lorient Capital Management (“Lorient”), an investment firm with a history of successfully investing in leading healthcare technologies companies. Lorient’s strategic partnership will support ShiftKey through its next phase of
- [Vortex Companies Acquires Germany-based Sewer Rehabilitation Contractor, Fleer-Tech GmbH](https://platformllc.com/vortex-companies-acquires-germany-based-sewer-rehabilitation-contractor-fleer-tech-gmbh/) - Houston, TX - July 23, 2021 - As part of its European expansion strategy, the Vortex Companies (“Vortex”), is proud to announce it has completed the acquisition of Fleer-Tech GmbH (Fleer-Tech), one of the leading German companies in the field of closed sewer rehabilitation. “We’ve been searching for the right partner to help grow our
- [Dynamic Glass Completes Acquisition of Colorado Window Systems](https://platformllc.com/dynamic-glass-completes-acquisition-of-colorado-window-systems/) - Houston, TX - August 6, 2021 - Dynamic Glass announced today that it has acquired Colorado Window Systems, Inc. (“CWS” or the “Company”), in a transaction that will expand Dynamic Glass’ service capabilities in Colorado. CWS is a leading glass and glazing service provider to the greater Denver metropolitan area with a focus on exterior
- [SmartSky Networks Launches ATG Service for Regional Airlines](https://platformllc.com/smartsky-networks-launches-atg-service-for-regional-airlines/) - Houston, TX - November 30, 2021 - SmartSky Networks has officially entered the commercial in-flight connectivity (IFC) market with the launch of its next generation air-to-ground network for regional aircraft. SmartSky Networks (SmartSky) has launched commercial operations of its high-performance air-to-ground (ATG) IFC service for regional airlines across the Continental United States (CONUS). The company’s
- [Platform Partners Complete the Sale of GHR Healthcare to MidOcean Partners](https://platformllc.com/platform-partners-complete-the-sale-of-ghr-healthcare-to-midocean-partners/) - Plymouth Meeting, PA - December 14, 2021 /PRNewswire/ - Platform Partners (“Platform”), a private investment firm based in Houston, and an investor syndicate arranged by Joe Kaplan announced the sale of GHR Healthcare (“GHR” or the “Company”) to MidOcean Partners (“MidOcean”). Headquartered in Plymouth Meeting, PA, GHR is a comprehensive healthcare staffing platform providing highly
- [AllianceHCM launches expense management product to enhance its HCM software solution](https://platformllc.com/alliancehcm-launches-expense-management-product-to-enhance-its-hcm-software-solution/) - Houston, TX - January 11, 2022 /PRNewswire/ - AllianceHCM, one of the largest privately-held human capital management (HCM) software providers in the nation, released today its latest HR software product, expense management. AllianceHCM’s expense management platform automates the recording, tracking, approval, and payment of reimbursable expenses incurred by employees, helping businesses gain better control over
- [Platform Partners Completes Acquisition of Beneplace, LLC](https://platformllc.com/platform-partners-completes-acquisition-of-beneplace-llc/) - Austin, TX - April 18, 2017 / PRNewswire / — Platform Partners LLC (“Platform”), a private company headquartered in Houston, announced that it completed the acquisition of Beneplace, LLC (“Beneplace”), a leading marketer and distributor of voluntary employee benefits and employee discount programs serving Fortune 1000 companies, large associations and government agencies. Founded in 1995,
- [Platform Partners Completes the Sale of Evergreen Industrial Services to The Sterling Group](https://platformllc.com/platform-partners-completes-the-sale-of-evergreen-industrial-services-to-the-sterling-group/) - Houston, Texas - June 20, 2016 – Platform Partners, LLC (“Platform”), a private investment firm based in Houston, Texas, announced it has completed the sale of Evergreen Industrial Services (“Evergreen”) to funds managed by The Sterling Group. Headquartered in La Porte, TX, Evergreen is a leading provider of industrial cleaning solutions to the downstream and
- [Beneplace Hires John Pence as Chief Financial Officer](https://platformllc.com/beneplace-hires-john-pence-as-chief-financial-officer/) - Austin, TX - November 1, 2018 /PRNewswire/ — Beneplace, LLC (“Beneplace”) is pleased to announce that John Pence has joined the company as Chief Financial Officer. Pence has over 25 years of experience in operations and finance across multiple industries including software as a service (“SaaS”). Prior to joining Beneplace, Pence served as the Chief
- [Geri House Joins Platform as Chief People Officer](https://platformllc.com/geri-house-joins-platform-as-chief-people-officer/) - Houston, TX - April 6, 2022 /PRNewswire/ - Platform Partners LLC (“Platform”) is pleased to announce that Geri House has joined Platform as Chief People Officer. In this new role, Ms. House will work closely with Platform’s portfolio company management teams, helping to recruit, develop, and retain industry leading executive teams. Ms. House is an
- [ShiftKey Makes a Strategic Investment in Workforce Management Platform OnShift](https://platformllc.com/shiftkey-makes-a-strategic-investment-in-workforce-management-platform-onshift/) - Dallas, TX - June 22, 2022 /PRNewswire/ - ShiftKey, the largest platform for connecting independent licensed healthcare professionals with open shifts at healthcare facilities in the U.S. announced today that it has completed a strategic investment in Cleveland-based OnShift, the leading provider of workforce management technology for post-acute and long-term care facilities. “Since our founding,
- [DDJ Myers Becomes An ALM First Company](https://platformllc.com/ddj-myers-becomes-an-alm-first-company/) - Dallas, TX & Phoenix, AZ - July 8, 2022 - ALM First and DDJ Myers have officially joined forces. The well-known leadership development firm is now DDJ Myers: An ALM First Company. The two firms will continue to operate largely independently and retain their own headquarters locations, ALM First in Dallas and DDJ Myers in
- [SmartSky Networks Announces Nationwide Coverage](https://platformllc.com/smartsky-networks-announces-nationwide-coverage/) - Washington DC - July 27, 2022 - SmartSky Networks next generation mobile broadband network is live nationwide. With hundreds of sites deployed, SmartSky’s network density far exceeds competing ATG networks to enable consistent superior performance for business aviation across the continental United States. “This is a momentous achievement,” said SmartSky CEO Dave Helfgott. “Our service
- [GHR RevCycle Workforce Recognized as 2020 KLAS Category Leader](https://platformllc.com/ghr-revcycle-workforce-recognized-as-2020-klas-category-leader/) - Dallas, TX - February 4, 2020 /PRNewswire/ - GHR RevCycle Workforce, formerly the HIM Division of HCTec, has been ranked as the top performing outsourced coding company for 2020 according to KLAS Research, a healthcare IT data and insights company providing the healthcare industry with accurate, honest, and impartial research on the software and services
- [Trenchless Pipe Repairs LLC Now Part of the Vortex Companies](https://platformllc.com/trenchless-pipe-repairs-llc-now-part-of-the-vortex-companies/) - Houston, TX - January 13, 2020 /PRNewswire/ - The Vortex Companies (“Vortex”), one of the nation’s fastest growing trenchless infrastructure solutions provider, has acquired the assets of Trenchless Pipe Repairs LLC (TPR), a leading trenchless sewer and drain service company based in Sumner, Washington, according to Mike Vellano, CEO of Vortex. Known for its reputation
- [GHR Healthcare Acquires HIM Division of HCTec](https://platformllc.com/ghr-healthcare-acquires-him-division-of-hctec/) - Dallas, TX - January 8, 2020 - GHR Healthcare, the Houston-based parent organization to a family of healthcare and community-based staffing companies, has announced the acquisition of the HIM Division of HCTec. Focusing on Coding, Clinical Documentation Improvement (CDI) and Case Management, the new entity will now be known as GHR RevCycle Workforce. Started in
- [Expedition Acquires Two Saltwater Disposal Facilities in the Core of the DJ Basin to Support Ongoing Rockies-Focused Water Midstream Development](https://platformllc.com/expedition-acquires-two-saltwater-disposal-facilities-in-the-core-of-the-dj-basin-to-support-ongoing-rockies-focused-water-midstream-development/) - Denver, CO - January 6, 2020 /PRNewswire/ - Expedition Water Solutions Colorado LLC (“Expedition”) is pleased to announce its continued growth with the acquisition of water infrastructure assets from an undisclosed seller that strategically expand Expedition’s position in the Denver-Julesburg Basin (“DJ Basin”). The transaction included two saltwater disposal facilities (the “Facilities”), which collectively offer
- [Expedition Closes $100M Revolving Credit Facility to Support Ongoing Rockies-Focused Water Midstream Development](https://platformllc.com/expedition-closes-100m-revolving-credit-facility-to-support-ongoing-rockies-focused-water-midstream-development/) - Denver, CO - November 13, 2019 - Expedition Water Solutions (“Expedition”), the leading midstream produced water infrastructure company in the Rockies, announced today it has expanded its revolving credit facility to $100 million. Cadence Bank (“Cadence”) served as lead arranger and administrative agent. The increased facility will fund Expedition’s continued pipeline and facilities growth initiatives
- [Platform Partners Completes the Sale of Beneplace to Entertainment Benefits Group](https://platformllc.com/platform-partners-completes-the-sale-of-beneplace-to-entertainment-benefits-group/) - Austin, TX - October 15, 2019 /PRNewswire/- Platform Partners, a private investment firm based in Houston, announced the sale of Beneplace to Entertainment Benefits Group (“EBG”). Headquartered in Austin, Beneplace is a leading voluntary benefits platform provider that supports Fortune 1000 companies, government agencies and other large organizations. “We are grateful for all the effort
- [Expedition Water Solutions Announces the Acquisition of Water Infrastructure Assets](https://platformllc.com/expedition-water-solutions-announces-the-acquisition-of-water-infrastructure-assets/) - Greeley, CO - December 7, 2018 - Expedition Water Solutions Colorado LLC (“Expedition”) is pleased to announce the acquisition of water infrastructure assets that further expand Expedition’s position in the Powder River Basin (“PRB”) in the core of PRB activity. The acquisition also provides Expedition an attractive greenfield growth avenue for additional assets in the
- [Encino Acquisition Partners Agrees to Acquire Ohio Utica Shale Properties](https://platformllc.com/encino-acquisition-partners-agrees-to-acquire-ohio-utica-shale-properties/) - Houston, TX - July 30, 2018 - Encino Acquisition Partners (EAP) announced today that it has signed a definitive agreement to acquire all of Chesapeake Energy’s (Chesapeake) Utica Shale oil and gas assets in Ohio for a total consideration of US$2.0 billion in cash. EAP is acquiring more than 900,000 net acres of leasehold spanning
- [Platform Exits Investment in Landmark Aviation](https://platformllc.com/platform-exits-investment-in-landmark-aviation/) - February 4, 2016 - BBA Aviation acquired Landmark Aviation for $2.1 billion, culminating a successful, 10 year investment for Platform Partners in Landmark. This acquisition represented a major expansion of Signature Flight Support (Signature), a BBA Aviation company, and the world’s largest FBO network. At exit, Landmark owned and operated 75 FBOs that were complementary
- [ALM First Financial Advisors Successfully Completes Ownership Transition](https://platformllc.com/alm-first-financial-advisors-successfully-completes-ownership-transition/) - Dallas, TX - November 12, 2015 - ALM First Financial Advisors, LLC is pleased to announce the recapitalization of the Company with financing provided by the ALM First management team and Platform Partners, LLC. Emily Hollis, ALM First’s current CEO and Founder, will continue to lead the company in partnership with the existing senior management
- [Platform Partners Invests in the Vortex Companies to Support Growth and Acquisition Opportunities](https://platformllc.com/platform-partners-invests-in-the-vortex-companies-to-support-growth-and-acquisition-opportunities/) - Houston, TX - November 30, 2017 - The Vortex Companies (“Vortex”), a trenchless rehabilitation industry solutions provider, is pleased to announce that Platform Partners LLC (“Platform”), a Houston-based investment firm specializing in growing middle-market companies, has made an investment to support Vortex’s long-term plans for expansion and organic growth. Mike Vellano, Vortex’s CEO said, “We
- [Pernod Ricard Announces Acquisition of Firestone & Robertson Distilling Co.](https://platformllc.com/pernod-ricard-announces-acquisition-of-firestone-robertson-distilling-co-2/) - August 5, 2019 - Pernod Ricard (Paris:RI), through Pernod Ricard USA, announces the acquisition of Firestone & Robertson Distilling Co., owner of the TX brand, a leading whiskey portfolio headquartered in Fort Worth, Texas. The TX brand range includes super-premium whiskey and bourbon. TX Blended Whiskey, launched in 2012, is a smooth-drinking, award-winning brand that
- [Vortex Completes Two Acquisitions](https://platformllc.com/vortex-completes-two-acquisitions-2/) - Houston, TX - August 7, 2019 - Leading trenchless rehabilitation services company, Vortex Companies, acquired Utah-based Stag Technologies (“Stag”), a high-performance coatings manufacturer serving the water, sewer and industrial infrastructure marketplace. “Stag’s management team has built a reputation for developing high performance epoxies and other coatings that we believe are unmatched in our industry,” said Mike

## Pages

- [Home](https://platformllc.com/) - Platform Partners was founded with the goal of becoming the leading Houston private equity company whose objective and investment style was differentiated from
- [Our Strategy](https://platformllc.com/our-strategy/) - Ready when you are – with capital and expertise. Our perpetual capital model makes us unique in the private equity industry. We don’t rely on exit deadlines, drawdowns or other traditional features of private equity firms. Our learning curve is short, which means we can have you on a path to healthy growth quickly. Many
- [Contact](https://platformllc.com/contact/) - Say Hello We’d love to have a conversation about your goals and how we can help. If now is not the right time, you can sign up for our newsletter to stay up to date on the latest. Platform Partners 1717 West Loop South, Suite 1900 Houston, TX 77027 713-335-2300 Ready to meet face to
- [News](https://platformllc.com/news/)
- [Our Team](https://platformllc.com/our-team/) - Rooted in Texas. Experienced everywhere. Our Houston team has deep experience beyond the private equity world. Certainly, our executive group and advisory board boast decades in the private equity industry. Additionally, we bring first-hand experience in founding and operating our own businesses, allowing us to provide the valuable guidance in daily operations and overall growth
- [Our Partners](https://platformllc.com/our-partners/) - We partner with people. Not companies. We are more than a collection of capital and our partner companies are more than a balance sheet. Our partnerships go far beyond monetary gains. We build true relationships based on shared trust and mutual objectives. We realize that each company has unique needs, wants and goals – and

## Team

- [Kemp Sauer](https://platformllc.com/team/kemp-sauer/) - Kemp Sauer, Senior Associate, joined the company in 2023. At Platform, Kemp is involved with ALM First, Process Service Specialists and Progressive Pipeline Management. Prior to joining Platform, he worked as an Analyst at Barclays in the energy investment banking group. While at Barclays, he focused on mergers and acquisitions advisory and financing within the
- [Brad Morgan](https://platformllc.com/team/brad-morgan/) - Brad Morgan, Co-CEO, co-founded Platform and currently serves on the Board of Directors of Beacon Funeral Partners, Dynamic Glass, Expedition Water Solutions, Progressive Pipeline Management, ShiftKey and South Coast Terminals. In addition, he was on the Board of Platform’s investments in Beneplace, Evergreen North America Industrial Services, Firestone & Robertson Distilling, GHR Healthcare, Santa Barbara
- [Rich Robinson](https://platformllc.com/team/rich-robinson/) - Rich Robinson, Operating Partner (Technology), joined the company in 2023 and works closely with Platform’s portfolio companies to help them digitally transform their products, services, and operations with smart technology solutions. Currently, Rich serves on the Board of Directors of July Business Services, and works directly with Alliance HCM, Alliance Strategies, Principle Health Systems and
- [Jeremy Newsom](https://platformllc.com/team/jeremy-newsom/) - Jeremy Newsom, Executive Vice President, joined the company in 2017. Jeremy serves on the Board of Directors of Alliance Human Capital Management, Principle Health Systems and Process Service Specialists. Prior to Platform, he was an Executive Vice President with Amegy Bank, where he started his career in 2000. At Amegy, he managed the Corporate Banking
- [Lucas Kuipers](https://platformllc.com/team/lucas-kuipers/) - Lucas Kuipers, Executive Vice President, joined the company in 2014. At Platform, Lucas is responsible for identifying and evaluating investment opportunities, deal execution and portfolio company monitoring. Lucas serves on the Board of Directors of Beacon Funeral Partners, Champion Services Holdings, Dynamic Glass, Expedition Water Solutions, Progressive Pipeline Management and South Coast Terminals and is
- [Jorge Diaz](https://platformllc.com/team/jorge-diaz/) - Jorge Diaz, Operating Partner, joined the company in 2018 and works closely with Platform’s portfolio companies to help them achieve their goals. Currently, Jorge serves on the Board of Directors of Alliance Human Capital Management and is active with our Dynamic Glass investment. Jorge joined Platform after retiring from a successful, 24 year career at
- [Fred Brazelton](https://platformllc.com/team/fred-brazelton/) - Fred Brazelton, Co-CEO, co-founded Platform and currently serves on the Board of Directors of Alliance Strategies, Champion Services Holdings, July Business Services and Principle Health Systems. In addition, Fred was on the Board of Platform’s investments in ALM First, Avalon Advisors, Beneplace, Encino Energy, Envoy Mortgage, Evergreen North American Industrial Services, Exact Payments, Firestone &
- [Noah Wescoat](https://platformllc.com/team/noah-wescoat/) - Noah Wescoat, Associate, joined the company in 2024. At Platform, Noah is involved with Champion Services Holdings, Expedition Water Solutions, NextEdge Networks and Principle Health Systems. Prior to joining Platform, he worked as an Analyst at Houlihan Lokey in the energy investment banking group. While at HL, he focused on mergers and acquisitions advisory and
- [Steven Polasek](https://platformllc.com/team/steven-polasek/) - Steven Polasek, Senior Associate, joined the company in 2024. At Platform, Steven is involved with Beacon Funeral Partners, Evette Staffing, Pantalones Tequila, and South Coast Terminals. Prior to joining Platform, he worked as an Analyst at Piper Sandler in the Energy & Power investment banking group. While at Piper Sandler, he focused on mergers and
- [William Pate](https://platformllc.com/team/william-pate/) - William Pate served as President and Chief Executive Officer of Par Pacific Holdings from 2015 to 2024, where he continues to serve as a member of the Board of Directors. Prior to joining Par Pacific, Mr. Pate was the Co-President of Equity Group Investments, the Chicago-based private investment firm founded and led by Sam Zell,
- [Todd Reppert](https://platformllc.com/team/todd-reppert/) - Todd Reppert, Advisory Board Member, is the founder and president of Reppert Capital Partners, a family-owned investment firm focused on equity investments in smaller, private companies in the United States. He previously was a co-founder of Main Street Capital Corp (NYSE:MAIN), a publicly traded principal investment firm that provides long-term debt and equity to lower middle
- [Laura Rountree](https://platformllc.com/team/laura-rountree/) - Laura Rountree joined Platform in 2026 as a Controller to support Platform’s accounting and finance function. Laura is a Certified Public Accountant with 6 years of experience in EY’s Assurance Practice specializing in real estate followed by 6+ years as a Southwest Region Controller at Hines. Laura received her BBA in Accounting and Finance and
- [David Heaney](https://platformllc.com/team/david-heaney/) - David Heaney, Executive Vice President, re-joined the company in 2021. At Platform, David is responsible for evaluating investment opportunities, deal execution and working with executive teams to drive strategy and growth. David is involved with Alliance HCM, Basin Creek, July Business Services, Principle Health Systems and South Coast Terminals. Prior to joining Platform, David spent
- [Steve Rathgaber](https://platformllc.com/team/steve-rathgaber/) - Steve Rathgaber, Advisory Board Member, is the former CEO and Board Member of Cardtronics, (NASDAQ: CATM) joining Cardtronics in February 2010. Steve has served in a variety of executive roles in payment services companies serving retailers, financial institutions and consumers. In his 35 year career, he has served in public companies including Citibank, ADP, First
- [Carlos Abello](https://platformllc.com/team/carlos-abello/) - Carlos Abello, Associate, joined the company in 2025. At Platform, Carlos is involved with Alliance Human Capital Management, Dynamic Glass, July Business Services and Twin Eagle. Prior to joining Platform, he worked in the Global Industrials Group at Bank of America Securities. While there, he focused on mergers and acquisitions and capital markets advisory in
- [Jake Hutcherson](https://platformllc.com/team/jake-hutcherson/) - Jake Hutcherson, Vice President, joined the company in 2025. At Platform, Jake serves on the Board of Directors of Champion Services Holdings and is involved with Alliance Strategies, Process Service Specialists and Progressive Pipeline Management. Prior to joining Platform, he worked as a Vice President for Main Street Capital Corporation, a lower middle market investment
- [Laura Thompson](https://platformllc.com/team/laura-thompson/) - Laura E Thompson, Chief Financial Officer, joined the company in 2018. Laura was previously at EY for 9.5 years prior to joining Platform. She started her career at EY in the audit practice specializing in real estate clients. She is a Certified Public Accountant and received her BBA in Accounting and Finance and an MPA
- [Jennifer Oliveri](https://platformllc.com/team/jennifer-oliveri/) - Jennifer Oliveri, Vice President - Tax, joined the company in 2018. Jennifer started her career with KPMG and spent the last six years working in their Business Tax Services group. While at KPMG, she specialized in closely held business organizations and private wealth. She is a Certified Public Accountant and received her BBA in Accounting
- [Vik Kalra](https://platformllc.com/team/vik-kalra/) - Vik Kalra, Executive Vice President, joined Platform in 2014. At Platform, Vik leads the firm’s business development efforts. He also serves on the Board of Directors of Alliance Strategies, ALM First and July Business Services and is involved with NextEdge Networks, ShiftKey and Evette Staffing. In addition, he was on the Board of Platform’s investments
- [Katie Davis](https://platformllc.com/team/katie-davis/) - Katie Davis, Executive Assistant, joined the company in 2018. Prior to working at Platform, Katie stayed home with her young children. She began her career as an Executive Assistant in the Oil & Gas industry directly out of school. She received her BBA in Marketing from Sam Houston State University. At Platform, Katie manages the
- [Ann Corrigan](https://platformllc.com/team/ann-corrigan/) - Ann Corrigan joined the company in 2011 and serves as our Assistant Controller, Investor Relations. Prior to working at Platform, Ann held various roles in accounting, marketing and training. At Platform, Ann manages the accounting operations of the firm and supports the flow of information to Platform’s investors. Additionally, she plays an integral role in
- [Brett Boren](https://platformllc.com/team/brett-boren/) - Brett Boren, Vice President, joined the company in 2019. At Platform, Brett serves on the Board of Directors of July Business Services and Evette Staffing and is involved with Beacon Funeral Partners and ShiftKey. In addition, he was previously involved in Platform’s investments in Alliance Human Capital Management, ALM First, Exact Payments, GHR Healthcare, NextEdge
- [Fred Lummis](https://platformllc.com/team/fred-lummis/) - Fred Lummis, Chairman, co-founded Platform and currently serves on the Board of Directors of Beacon Funeral Partners, Dynamic Glass, Encino Energy, NextEdge Networks and Evette Staffing. In addition, Fred was on the Board of Platform’s investments in Avalon Advisors, Evergreen North America Industrial Services, Landmark Aviation, TRE Financial Services and SmartSky Networks. Fred also serves

## Our partners

- [Champion Services Holdings](https://platformllc.com/partners/champion/) - Champion Services Holdings Champion Services Holdings (“Champion”) is a full-service commercial roofing business providing comprehensive re-roofing, maintenance and storm restoration services to a diverse customer base nationwide. INDUSTRY Construction Services Year Founded 2003 INVESTMENT DATE 2025 Headquarters Round Rock, TX Investment Overview Champion provides comprehensive re-roofing and storm restoration solutions to commercial customers across all
- [Evette Staffing](https://platformllc.com/partners/vetiq-staffing/) - Evette Staffing Evette Staffing (“Evette”) is a leading veterinarian staffing company with a nationwide presence. evettestaffing.com INDUSTRY Staffing Year Founded 2016 INVESTMENT DATE 2018 Headquarters Dallas, TX Investment Overview Evette hires general practitioners and emergency veterinarians for both long-term and relief staffing through flexible, short-term, and auto renewing contracts with clinics and veterinarians. Evette serves
- [Basin Creek](https://platformllc.com/partners/basin-creek/) - Basin Creek Basin Creek Generation LLC (“Basin Creek”) is a 53 MW natural gas fired, peaking power plant in Butte, Montana. INDUSTRY Power Generation Year Founded 2005 INVESTMENT DATE 2024 Headquarters Butte, MT Investment Overview Basin Creek is a 53 MW natural gas fired power plant in Butte, Montana. The plant was constructed as a
- [Progressive Pipeline Management](https://platformllc.com/partners/progressive-pipeline-management/) - Progressive Pipeline Management Progressive Pipeline Management (“PPM”) is a full-service, trenchless pipeline rehabilitation services contractor that restores aging, damaged or leaking underground infrastructure. progressivepipe.com INDUSTRY Infrastructure Services Year Founded 2002 INVESTMENT DATE 2024 Headquarters Wenonah, NJ Investment Overview PPM is a full-service contractor serving a diverse customer base of natural gas utilities, industrial and commercial
- [NextEdge Networks](https://platformllc.com/partners/nextedge-networks/) - NextEdge Networks NextEdge Networks (“NextEdge”) is a leading deployer of 5G mobile networks, fiber networks and electrical vehicle charging stations; service offerings span site acquisition, design and engineering, construction, maintenance and repair. nextedgenetworks.com INDUSTRY Business Services Year Founded 2005 INVESTMENT DATE 2020 Headquarters Alpharetta, GA Investment Overview NextEdge provides deployment and technical services for advanced
- [Alliance Strategies](https://platformllc.com/partners/alliance-strategies/) - Alliance Strategies Alliance Strategies Inc. (“ASI”) is a leading work exchange sponsor providing travel services to foreign exchange visitors. alliancestrategies.com INDUSTRY Business Services Year Founded 1989 INVESTMENT DATE 2024 Headquarters Austin, TX Investment Overview ASI provides various services to place foreign exchange visitors with U.S. host employers using yearly allocated government-issued visas. ASI focuses exclusively
- [Alliance HCM](https://platformllc.com/partners/alliance-hcm/) - Alliance HCM Alliance Human Capital Management (“Alliance”) is a leading provider of cloud-based payroll and human capital management software solutions. alliancehcm.com INDUSTRY Business Services Year Founded 1989 INVESTMENT DATE 2019 Headquarters Houston, TX Investment Overview Alliance was founded by industry veteran Randy Norwood, and has a comprehensive product suite that includes payroll processing, benefit enrollment
- [SmartSky Networks](https://platformllc.com/partners/smartsky-networks/) - SmartSky Networks SmartSky Networks (“SmartSky”) built the first 4G air-to-ground (“ATG”) communications network in the U.S. to provide high speed Wi-Fi capability to the aviation industry. smartskynetworks.com INDUSTRY Business Services Investment Date 2015 EXIT DATE 2023 Headquarters Charlotte, NC Investment Overview SmartSky was founded by a group of experienced aviation and telecommunications executives who were
- [Evergreen North America](https://platformllc.com/partners/evergreen-north-america/) - Evergreen North America Evergreen North America Industrial Services (“Evergreen North America”) is a leading provider of industrial cleaning and related specialty cleaning services to a diverse set of end markets, including refining, power generation, petrochemical, manufacturing, mining, waste to energy and paper. enais.com INDUSTRY Industrial Services Investment Date 2011 EXIT DATE 2024 Headquarters La Porte,
- [Vortex Companies](https://platformllc.com/partners/vortex-companies/) - Vortex Companies The Vortex Companies (“Vortex”) deliver advanced trenchless technologies and turnkey services to cost-effectively renew water, sewer and industrial infrastructure. vortexcompanies.com INDUSTRY Industrial Services Investment Date 2017 EXIT DATE 2023 HEADQUARTERS Houston, TX Investment Overview Vortex serves a diverse customer base of municipalities, private contractors, and industrial customers by offering trenchless rehabilitation solutions, as
- [Envoy Mortgage](https://platformllc.com/partners/envoy-mortgage/) - Envoy Mortgage Envoy Mortgage (“Envoy”) is a well-capitalized independent, full-service mortgage lender. envoymortgage.com INDUSTRY Mortgage Banking Investment Date 2017 EXIT DATE 2023 Headquarters Houston, TX Investment Overview Envoy is currently licensed in 47 states and possesses a national presence as a mortgage lender with the ability to support and service a variety of loan products
- [Exact Payments](https://platformllc.com/partners/exact-payments/) - Exact Payments Exact Payments (“Exact”) provides payment gateway software services to payment processors, bank partners and omnichannel merchants. Exactpay.com INDUSTRY Financial Services Investment Date 2020 EXIT DATE 2025 Headquarters Scottsdale, AZ Investment Overview Exact has provided fast, secure, and innovative online transaction solutions for over 20 years. The company works at the forefront of the
- [Encino Energy](https://platformllc.com/partners/encino-energy/) - Encino Energy Encino Energy (“Encino”) is an oil and gas acquisition and development company. encinoenergy.com INDUSTRY Energy Investment Date 2011 EXIT DATE 2025 Headquarters Houston, TX Investment Overview Encino was founded by Hardy Murchison in 2011 as a Houston-based oil and gas acquisition and development company focused on long-lived oil and gas investments primarily onshore
- [ALM First](https://platformllc.com/partners/alm-first/) - ALM First Financial Advisors ALM First Financial Advisors (“ALM”) is an investment and financial advisory firm that offers a range of services to financial institutions, primarily credit unions. almfirst.com INDUSTRY Financial Services Year Founded 1995 INVESTMENT DATE 2015 Headquarters Dallas, TX Investment Overview ALM is a strategic partner for depositories, offering an array of financial
- [M&O Marketing](https://platformllc.com/partners/mando-marketing/) - M&O Marketing M&O Marketing (“M&O”) is an independent marketing organization that provides insurance and related marketing products and services to agents writing fixed indexed annuities, life insurance and long-term care products. mandomarketing.com INDUSTRY Insurance Services Investment date 2019 EXIT DATE 2024 Headquarters Southfield, MI Investment Overview As a leading independent marketing organization, M&O provides support,
- [ShiftKey](https://platformllc.com/partners/shiftkey/) - ShiftKey ShiftKey, LLC (“ShiftKey”) is a marketplace platform which connects PRN nursing providers directly with post-acute healthcare facilities. shiftkey.com INDUSTRY Healthcare Year Founded 2016 INVESTMENT DATE 2021 Headquarters Dallas, TX Investment Overview ShiftKey was founded by two healthcare industry veterans. The company allows nurses to browse, bid on, and work nearby shifts. In addition, the
- [Principle Health Systems](https://platformllc.com/partners/principle-health-systems/) - Principle Health Systems Principle Health Systems (“PHS”) is a leading provider of laboratory and spine and pain services to customers throughout Texas. principlehs.com INDUSTRY Healthcare Year Founded 2016 INVESTMENT DATE 2022 Headquarters Houston, TX Investment Overview PHS was founded by James Dieter, Chris Light and Brian Langen and operates through two primary business segments.
- [South Coast](https://platformllc.com/partners/south-coast-terminals/) - South Coast Terminals South Coast Terminals (“South Coast”) is a high-quality toll manufacturer of specialty chemicals and lubricant additives. Scterm.com INDUSTRY Specialty Chemicals Year Founded 1964 INVESTMENT DATE 2021 HEADQUARTERS Houston, TX Investment Overview South Coast is one of the largest independent toll manufacturers of specialty chemicals and lubricant additives in North America. The company
- [TRE Financial Services](https://platformllc.com/partners/tre-financial-services/) - TRE Financial Services TRE Financial Services (“TRE”) was a holding company focused on financial products and services. cusolutionsgroup.com INDUSTRY Financial Services Investment date 2007 EXIT DATE 2014 Headquarters Houston, TX Investment Overview TRE operated three subsidiaries: 1) IntelliTax Software Solutions, a provider of software and transaction processing to the tax preparation industry, 2) TranDotCom Solutions,
- [Santa Barbara TPG](https://platformllc.com/partners/santa-barbara/) - Santa Barbara TPG Santa Barbara Tax Products Group (“Santa Barbara”) is a leading provider of financial products and processing services to the tax preparation industry. greendot.com INDUSTRY Financial Services Investment date 2010 EXIT DATE 2014 Headquarters San Diego, CA Investment Overview Santa Barbara provides services through third-party tax preparation firms, including tax preparers and tax
- [Landmark Aviation](https://platformllc.com/partners/landmark-aviation/) - Landmark Aviation Landmark Aviation (“Landmark”) was one of the largest providers of fueling and ground support services to the general and commercial aviation markets through its network of more than 75 fixed base operators (“FBOs”) in the U.S., Canada and Europe. Signatureflight.com INDUSTRY Aviation Investment date 2006 EXIT DATE 2016 Headquarters Houston, TX Investment Overview
- [GHR Healthcare](https://platformllc.com/partners/ghr-healthcare/) - GHR Healthcare GHR Healthcare, LLC (“GHR”) is a leading provider of staffing solutions to regional healthcare providers throughout the Mid-Atlantic and Southeast U.S. ghrhealthcare.com INDUSTRY Staffing Investment date 2017 EXIT DATE 2021 Headquarters Plymouth Meeting, PA Investment Overview GHR is a leading provider of staffing solutions to regional healthcare providers throughout the Mid-Atlantic and Southeast
- [Firestone & Robertson](https://platformllc.com/partners/firestone-and-robertson-distilling/) - Firestone & Robertson Distilling Firestone & Robertson Distilling (“F&R”) is an award-winning craft whiskey distillery founded by Leonard Firestone and Troy Robertson with the vision to create a leading Texas-based spirits company. frdistilling.com INDUSTRY Consumer Products Investment date 2013 EXIT DATE 2019 Headquarters Fort Worth, TX Investment Overview F&R was initially capitalized in 2011 and
- [Twin Eagle](https://platformllc.com/partners/twin-eagle/) - Twin Eagle Twin Eagle is a leading wholesale marketer of natural gas with operations across all major producing basins and demand centers in North America. Twin Eagle acts as a critical link between natural gas producers and the ultimate consumer. twineagle.com INDUSTRY Energy Management Year Founded 2010 INVESTMENT DATE 2022 Headquarters Houston, TX Investment Overview
- [PSS](https://platformllc.com/partners/process-service-specialists/) - Process Service Specialists Process Service Specialists LLC (“PSS”) is a leading provider of industrial turnaround and maintenance services to the petrochemical, refining and natural gas processing complex along the Gulf Coast. processservicespecialists.com INDUSTRY Industrial Services Year Founded 2013 INVESTMENT DATE 2020 Headquarters Gonzales, LA Investment Overview Industry veteran and CEO, Keith Harrison, founded PSS as
- [July Business Services](https://platformllc.com/partners/july-business-services/) - July Business Services July Business Services, LLC (“July”) is a leading, technology-enabled provider of retirement products and services to small- to medium- sized businesses. julyservices.com INDUSTRY Financial Services Year Founded 1994 INVESTMENT DATE 2022 Headquarters Waco, TX Investment Overview July specializes in serving financial advisors and their small- to medium-sized clients in setting up and
- [Expedition Water Solutions](https://platformllc.com/partners/expedition-water-solutions/) - Expedition Water Solutions Expedition Water Solutions (“Expedition”) is an oilfield wastewater disposal infrastructure company based in Greeley, Colorado. expedition-water.com INDUSTRY Energy Year Founded 2013 INVESTMENT DATE 2013 Headquarters Greeley, CO Investment Overview Expedition is an oilfield wastewater infrastructure and disposal services provider with operations in the DJ Basin and Powder River Basin (“PRB”). The company
- [Cadence Bancorp](https://platformllc.com/partners/cadence-bancorp/) - Cadence Bancorp Cadence Bancorp (“Cadence”) (NYSE: CADE) is a bank holding company, established to acquire and operate failed or distressed U.S. banks. Cadencebank.com INDUSTRY Financial Services Investment date 2010 EXIT DATE 2018 Headquarters Houston, TX Investment Overview In 2010, a newly formed bank holding company, Community Bancorp LLC (“CBC”), completed its capital raise with $1.0
- [Beneplace](https://platformllc.com/partners/beneplace/) - Beneplace Beneplace, LLC (“Beneplace”) manages customized voluntary benefits and discount programs for Fortune 1000 companies and government institutions. Bp.beneplace.com INDUSTRY Business Services Investment date 2017 EXIT DATE 2019 Headquarters Austin, TX Investment Overview Beneplace manages voluntary employee benefits and consumer product savings programs on behalf of Fortune 1000 corporate customers. The company’s services are available
- [Avalon Advisors](https://platformllc.com/partners/avalon-advisors/) - Avalon Advisors Avalon Advisors (“Avalon”) is an asset management firm that manages equity, fixed income and balanced portfolios for wealthy families, endowments, foundations and trusts. avalonadvisors.com INDUSTRY Asset Management Investment date 2008 EXIT DATE 2016 Headquarters Houston, TX Investment Overview Avalon was founded by Robert Gauntt, Henry Lartigue, Willie Langston, and Kevin Lilly. The company
- [Dynamic Glass](https://platformllc.com/partners/dynamic-glass/) - Dynamic Glass Dynamic Glass (“Dynamic”) is a glass and glazing company that fabricates and installs glass, aluminum framing systems and metal panels in commercial construction projects and performs renovations of existing buildings in Houston, Dallas, Austin, Denver, and the surrounding areas. dynamicglass.com INDUSTRY Construction Year Founded 1990 INVESTMENT DATE 2014 Headquarters Houston, TX Investment Overview

## Categories

- [News](https://platformllc.com/category/news/)
- [Featured News](https://platformllc.com/category/featured-news/)

## Team Taxonomies

- [Board Member](https://platformllc.com/team_taxonomy/board-member/)
- [Team Member](https://platformllc.com/team_taxonomy/team-member/)
- [Top Members](https://platformllc.com/team_taxonomy/top-members/)

## Partner Taxonomies

- [Current Investor](https://platformllc.com/partner_taxonomy/current-investor/)