2024 year in review
Building
Tomorrow's
category leaders

Keep scrolling to explore

At Serent Capital…

We believe that great companies are built through vision, collaboration, and relentless pursuit of excellence. Together with Founders, we’ve set out to work to create tomorrow’s category leaders—companies that not only define their industries but also set new standards of innovation and impact.

This journey starts by working to build the best teams, supported by the hands-on expertise of our Growth Team, and strengthened by the collective wisdom of the Serent Community. By combining the drive of visionary Founders with tailored resources, deep vertical expertise, and purpose-driven partnerships, we’re creating impactful growth stories and reshaping industries.

Keep scrolling to explore how we’re partnering with Founders and working to build the category leaders of tomorrow.

Investment Activity

This year, we continued to focus on growing technology companies and partnering with Founder-owned businesses to accelerate their journey to becoming category leaders. From new platform investments to strategic add-ons and celebrated exits, our hands-on approach to business building remains at the core of what we do. Together with our portfolio companies, we’ve scaled growth, unlocked new opportunities, and delivered lasting value across sectors.

Portfolio Companies

Our Reach

We’re not just on the coast, we’re coast-to-coast; investing in bootstrapped businesses and driving change in local economies and communities.

Gilbert

Arizona
Industry:
Hospitality and Travel Tech

Camarillo

CA
Industry:
EdTech

Brea

California
Industry:
FinTech

Costa Mesa

California
Industry:
FinTech

Goleta

California
Industry:
EdTech

Irvine

California
Industry:
Industrials

Los Angeles

California
Industry:
Industrials
Industry:
Real Estate

Newport Beach

California
Industry:
Hospitality and Travel Tech

Palo Alto

California
Industry:
Hospitality and Travel Tech

Temecula

California
Industry:
Healthcare

Torrance

California
Industry:
Industrials

Toronto

Canada
Industry:
EdTech

Denver

Colorado
Industry:
IT

Washington

DC
Industry:
IT

Naples

Florida
Industry:
Healthcare

Atlanta

Georgia
Industry:
EdTech

Duluth

Georgia
Industry:
EdTech

West Dundee

Illinois
Industry:
Industrials

Fort Wayne

Indiana
Industry:
Healthcare

Overland Park

Kansas
Industry:
Healthcare

Towson

Maryland
Industry:
Professional Services

Bath Township

Michigan
Industry:
GovTech

Portage

Michigan
Industry:
GovTech

Troy

Michigan
Industry:
FinTech

Minneapolis

Minnesota
Industry:
HR Tech

Omaha

Nebraska
Industry:
Industrials

Holmdel

New Jersey
Industry:
Industrials

Parsippany-Troy Hills

New Jersey
Industry:
Hospitality and Travel Tech

New York

New York
Industry:
Healthcare
Industry:
EdTech
Industry:
GovTech

Auckland

New Zealand
Industry:
Professional Services

Columbus

Ohio
Industry:
Finance

Exton

Pennsylvania
Industry:
HR Tech

Barrington

Rhode Island
Industry:
IT

Austin

Texas
Industry:
Hospitality and Travel Tech
Industry:
FinTech

Dallas

Texas
Industry:
Healthcare
Industry:
FinTech

San Antonio

Texas
Industry:
Healthcare

Spring

Texas
Industry:
Healthcare

Tyler

Texas
Industry:
EdTech

Sandy

Utah
Industry:
EdTech

Herndon

Virginia
Industry:
Hospitality and Travel Tech

Oconomowoc

Wisconsin
Industry:
Healthcare
West Dundee
Camarillo
Auckland
Austin
Denver
Los Angeles
Columbus
Dallas
New York
Portage
Fort Wayne
Barrington
Troy
Naples
Bath Township
Irvine
Tyler
Gilbert
Temecula
Parsippany-Troy Hills
Goleta
Oconomowoc
Palo Alto
Torrance
Holmdel
Atlanta
Costa Mesa
Overland Park
Spring
Omaha
Exton
Toronto
Herndon
Newport Beach
Towson
San Antonio
Sandy
Washington
Minneapolis
Brea
Duluth

Select any of the map markers to view information about our portfolio companies in that region.

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2024
highlights

+

0

Employees across new companies

+

0

In revenue generated across the portfolio

+

0

Value creation initiatives kicked off

+

0

Growth Team
members

Our Accolades

Award-Winning
Approach

At Serent Capital, we’re honored to partner with Founders every day and deeply grateful for the recognition of the incredible work we achieve together.

View our Founder Toolkit
Select Portfolio Company Awards
Inc 5000 logo
First due logo
Inc 5000 logo
epay logo
Inc 5000 logo
Quorum logo
40 under 40 award
parentsquare logo
40 under 40 award
BS&A Software Logo
40 under 40 award
First due logo

The Founder-Friendly Investors award was awarded by Inc. in October 2024, a third-party that is not affiliated with Serent Capital. Serent Capital has paid an application fee to participate in this process. Inc’s recognition is not indicative of Serent’s future performance and does not reflect the experience of, or any rating by, Serent’s investors. TheBluWave Top 50 PE award was awarded by BluWave in February 2024, a third-party that is not affiliated with Serent Capital. Serent Capital has not paid an application fee to participate in this process. BluWave’s recognition is not indicative of Serent’s future performance and does not reflect the experience of, or any rating by, Serent’s investors. The Growth Cap award was awarded by Growth Cap in August 2024, a third-party that is not affiliated with Serent Capital. Serent Capital has paid an application fee to participate in this process. Growth Cap’s recognition is not indicative of Serent’s future performance and does not reflect the experience of, or any rating by, Serent’s investors.

Growth Team

At Serent Capital, our 25+ person Growth Team partners with portfolio companies to unlock their full potential, leveraging proven strategies and hands-on expertise to fuel growth and achieve transformative outcomes.

Value Creation Operators

Leveraging 16+ years of best practices, our Value Creation Operators work to fast-track growth while providing hands-on support in their execution.

Number of engagements across selected areas of specialization:

7

Operations

4

Partnerships

4

Strategy

16

Sales and Marketing

5

Launch

Centers of Excellence

Our Centers of Excellence—spanning Pricing, Embedded Finance, Product & Tech, and M&A—are tailored to the unique needs of our portfolio companies. By providing highly specialized and personalized support, these centers help accelerate revenue generation, optimize strategies, and unlock new growth opportunities. This bespoke approach ensures each company receives actionable insights and resources that drive measurable results.

~$52M1

Net revenue generated from payments & embedded finance products in the last twelve months across the portfolio

Embedded
Finance

$16M2

EBITDA uplift from last twelve month pricing initiatives

Pricing & Product Marketing

32

Companies leveraging GenAI partnerships in support and development

Product &
Tech

$210M3

Total enterprise value of M&A execution led by our M&A Center of Excellence

mergers & acquisitions

Human Capital

Our Human Capital Team works hand-in-hand with our portfolio companies to identify, recruit, and place key talent and executive leadership.

18,286

executives in our networK

65

executives placed in 2024 across 27 portfolio companies

Operating Directors

Our Operating Directors, with their robust knowledge and extensive experience, boast decades of CEO leadership, expertise in technological adaptation, and a track record in board management. They work closely with our portfolio company management teams as a hands-on resource, providing oversight, guidance, and support.

198

collective years of experience

29

successful exits

24/7

hands-on resource

Portfolio Operations

Our portfolio operations team develops best practices and programs and forges new vendor partnerships that capitalizes on the scale and knowledge of the portfolio, while also increasing the overall efficiency of the portfolio and Serent Growth Team.

Over $1 Million
In EBITDA savings

identified through portfolio-wide partnerships and programs

50+

vendor partners and other exclusive relationships

event
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event
CXO Summit

Key topics discussed with functional leaders across our portfolio included leveraging AI to drive innovation, building scalable systems, investing in leadership and talent, and preparing for strategic growth and M&A management.

33
Portfolio companies represented
185
Portfolio leaders
event
SerentHack

This year, we hosted our inaugural portfolio-wide hackathon, SerentHack 2024, in partnership with InfoMagnus, a premier GitHub partner. The event focused on fostering developer adoption of AI coding assistants to drive innovation and efficiency.

16
New software applications created via AI coding assistants
event
CEO Summit

Every year, we bring together executives from across the portfolio for two days of knowledge-sharing and collaboration. These in-person gatherings are an invaluable opportunity to exchange insights, share successes, and build deeper connections that drive meaningful impact across the portfolio.

33
Portfolio companies represented
124
CEOs and Directors

Come Meet Us!

We’ll be at these top industry events in 2025.

Let us know if you're attending
Investment Criteria & Sector Expertise
Creating Category Leaders
We partner with emerging B2B SaaS and technology businesses that are driving change in local economies and communities and work to build them into category-leading companies.
Learn more about our unique investment approach
Investment Sectors
We have deep industry expertise across dozens of B2B software sectors.
Explore Our Sector Expertise
Healthcare
EdTech
GovTech
Hospitality
Construction
FinTech
Real Estate
Manufacturing Tech
Field Services
HR Tech
Retail
$15M to $250M
Enterprise Value (smaller for add-ons)
$5M to $100M
Annual Recurring Revenue (or a path on $10M)
20% - 1000%+
Growth
30-100% Ownership
Minority or Majority transactions

Growth Technology
Vertical-Specific B2B Software
Profitability
Businesses that are profitable or have a path to profitability
*The above characteristics describe Serent's typical investment parameters, but there can be no guarantee that all portfolio companies in which Serent invests will have these features.
Our Team
Promotions and
New Hires
Explore the newest members of the Serent team who bring fresh perspectives and innovative ideas, together with those stepping into new roles to drive our companies forward.
Meet the team
New Hire

Perry Turbes

Operating Executive Director
New Hire

Amira Hannon

VP, Value Creation Operations
New Hire

Mara Schein

VP, Value Creation Operations
New Hire

Sam Legaspi

Executive Assistant
New Hire

Kayla Peterson

Associate Director, Human Capital
New Hire

Emerson Congleton

Director, Human Capital
New Hire

Catherine Allen

Associate Director, Human Capital
New Hire

Katrina Ledgerwood

Senior Director, Pricing and Product Marketing
New Hire

Rachel Cleveland

Director of Post Merger Integration
New Hire

Russell Flewellen

Director, Growth Team Operations
New Hire

Ari Tandler

VP, Embedded Finance
New Hire

Matt Michelet

Associate Director, Business Development
New Hire

Shea Ligon

Associate Director, Human Resources
New Hire

Isabelle Yen

Associate, Investing
New Hire

Nathaniel Villarina

Associate, Investing
New Hire

Julia Parkerson

Associate, Investing
New Hire

Jamie Howe

Associate, Investing
New Hire

Christian Smith

VP, Investing
New Hire

Jack Fuller

Associate, Investing
New Hire

Oliver Weir

Associate, Investing
New Hire

Graham Baartmans

Associate Director, Business Development
New Hire

Cecily Coors

Associate Director, Business Development
Promotion

Clare Stack

Executive Assistant and Austin Team Lead
Promotion

Emily Su

Director, Human Capital
Promotion

Nick Stailey

Senior Director, Pricing & Product Marketing
Promotion

Eric Sun

Senior VP, Growth Team Value Creation Operations
Promotion

Cam Newman

Senior Associate, Investing
Promotion

Richard Ratliff

Associate, Investing
Promotion

Josh Bassi

Senior Associate, Investing
Promotion

Jay Li

Senior Associate, Investing
Promotion

Song Yang

VP, Investing
Promotion

Dexter Hopen

Partner
Promotion

Matt Hamel

VP, Investing
Promotion

Olivia Corbello

Director, Recruiting
Promotion

Annie Burke

VP, Human Resources
Promotion

John Caselli

Partner
Promotion

Pallavi Thatai

Principal, Investing

Partner Promotions

We’ve expanded our Partner Group to six members with the promotions of John Caselli and Dexter Hopen.

Read More
John Caselli
Dexter Hopen

Thanks for a
great 2024

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