Parthenon — Full Portfolio

AArete is a management and technology consulting firm that helps organizations translate data into actionable business insights and drive strategic profitability improvement, digital transformation, and organizational change.

AI & Machine LearningData & InfrastructureEnterprise Software

Allworth Financial is a fee-based fiduciary wealth management and financial advisory firm serving investors seeking personalized, comprehensive financial guidance.

Enterprise SoftwareFintech

SHScott Hanson(Co-founder)inPMPat McClain(Co-founder)in

Co-investorsLILightyear

Amwins is a wholesale insurance broker and specialty insurance distributor that provides retail agencies and insurance carriers with access to specialty markets, proprietary products, actuarial services, and program development.

InsurTechCharlotte, US

MSM. Steven DeCarlo(Manager)SMScott M. Purviance(Manager)inSSStuart Szabo(Manager)

BoardBenjamin R. Sloop(Manager)Matthew Ebbel(Manager)MSMarc Stad(Manager)in

Co-investorsGEGenstarNENew Mountain CapitalDRDragoneer Investment Group

BirchStreet delivers AI-powered procurement and operations software embedded in hospitality management platforms, designed for hotels, resorts, and casinos to automate purchasing, invoicing, inventory, and supplier management.

AI & Machine LearningEnterprise SoftwareFintechSaaSLas Vegas, US

Bryant & Stratton College is a career-focused higher education institution founded in 1854 that offers on-campus, remote, blended, and online degree and certificate programs across fields including business, healthcare, information technology, and esports.

EdTechBuffalo, US

Dr. John Collins BryantHenry Beadman BryantHenry Dwight Stratton

CardWorks Financial Group is a diversified consumer finance provider offering credit, lending, and full customer lifecycle services, focused on non-prime "progress seeker" consumers overlooked by large financial institutions.

FintechWoodbury, US

DBDon Berman(Founder & Executive Chairman)inHarold Baldauf(Director)Robert Hartheimer(Director)Daniel Ballen(Director)Zach Sadek(Director)Albert Jaronczyk(Executive Officer)

Co-investorsIDID8 InvestmentsREReverence Capital Partners

Cherry Bekaert is a nationally ranked accounting, advisory, and tax firm that provides solutions for middle-market businesses including assurance, tax, and digitally enabled transformation services.

Data & InfrastructureEnterprise Software

Choreo Advisors is a wealth management firm providing financial planning, tax planning, and estate planning services to clients, with particular expertise serving middle-market business owners and high-net-worth individuals.

Enterprise SoftwareFintech

Overland Park, US

Randall Wasinger(Executive Officer, Director)Randy Wasinger(Founder)in

Co-investorsALalphabet angelsDRDragonflyGOGobi PartnersKCKCRise FundMEMetastableRERed Beard Ventures+8 more

DaySmart provides a point-of-sale software system for businesses that process customer payments, manage inventory, and track sales.

Cloud ComputingEnterprise SoftwareMarketing TechRetail TechSaaSSales Tech

Patrick Shanahan(Chief Executive Officer)inJAJohn Agostino(Chief Financial Officer)inJKJason Kirk(Chief Technology Officer)in

Co-investorsLLLLRV1V1 VC

Envysion provides AI-powered heatmap analytics software that uses video data to visualize customer and staff activity patterns in retail stores.

AI & Machine LearningCloud ComputingEnterprise SoftwareIoTRetail TechSaaSDenver, US

ESE Lending provides securities finance and lending services.

Fintech

Kinetic Advantage provides market insights and floorplan lending services to independent used car dealers to help them source inventory more efficiently and strengthen their dealership operations.

Fintech

Co-investorsALAltamont Capital Partners

Libra Solutions provides financing solutions related to the legal system, serving law firms and healthcare providers to help fund plaintiffs and level access to the legal process.

FintechHealthtechLegalTechSaaS

Dan(Revenue and Sales Leader)

loanDepot is a digital-first mortgage lender that provides home purchase and refinancing services through a proprietary software platform.

ConsumerFintechPropTechFoothill Ranch, US

AHAnthony Hsieh(Founder)inDean Bloxom(President of imortgage.)inDave Norris(Executive Officer)Jon C. Frojen(Executive Officer)

BoardAndrew Dodson(Director)Brian Golson(Director)

Co-investorsDTDTA Capital Advisors, LLCINIndustrious Ventures

Pavilion Payments provides gaming payment solutions that enable casinos and gaming operators to process transactions across physical locations, casino floors, and online platforms.

Enterprise SoftwareFintechGamingSaaSLas Vegas, US

Payroc is a payments and financial services company that supports various community causes including child welfare, poverty relief, and health initiatives through corporate philanthropy and sponsorships.

Enterprise SoftwareFintechSaaSChicago, US

AOAdam Oberman(Founder)in

Relation Insurance is a broker that provides insurance protection for individuals, families, and businesses, combining national resources with local expertise to deliver personalized solutions.

InsurTech

TJTimothy J. Hall(Chief Executive Officer)inRBRussell Brown(President)in

Co-investorsAQAquiline Technology GrowthBABayPine

Smart Data Solutions provides an AI-native platform that validates, organizes, and automates data intake and workflow processes for healthcare payers.

AI & Machine LearningData & InfrastructureEnterprise SoftwareHealthtechSaaS

Titan Wealth is a wealth management group that combines funds, technology, and service into a single integrated structure, serving individual investors, financial advisers, and investment professionals.

FintechSaaS

Co-investorsMAMaven Capital Partners

Venbrook is a private insurance brokerage in the United States that supports clients through insurance placement and brokerage services.

Enterprise SoftwareInsurTech

JDJason D. Turner(Founder)in

Zelis builds healthcare-specific technology to help clients manage operations and stay compliant with changing regulations in the healthcare financial system.

FintechHealthtechSaaSBedminster, US

Douglas Klinger(Executive Officer, Director)EFEdward Fargis(Executive Officer)inThomas Kloster(Executive Officer)inKurt Brumme(Director)Joseph DiMartini(Director)Eric Schaefer(Director)

Co-investorsBABain Capital VenturesEDEdison PartnersNONorwest Venture PartnersVAValspring CapitalBABain Capital