Characteristics
Growth, strong
management, proven
business model
Company Size
Revenue of $10–150M
Transaction Types
Growth capital,
recapitalization,
buyout
Investment Size
Equity of $15–100M
Ownership
Majority or minority
Business Models
Technology
Services
Industries
Education
Financial Services
Healthcare
Security
Software
Growth & Recapitalization
Employee benefits administration software
and services.
LLR led an equity financing in March 2016.
Growth & Recapitalization
Data management, teacher professional
development and personalized learning
solutions for K-12.
LLR led an equity financing and merger
in September 2015.
Buyout
Disaster recovery and business continuity
solutions including power, office space,
communications and computer systems.
LLR acquired a majority ownership
stake in March 2015.
Recapitalization
Autism therapy and special education services
delivered in home or at school.
LLR led an equity financing in May 2016.
KEY CONTACTS
Growth Capital
Creator of the FHR® (Financial Health Rating)
assessment of public and private company
financial health.
LLR led an equity financing in April 2016.
LLR PARTNERS • 2929 Arch Street • Philadelphia, PA 19104 • T 215.717.2900 • F 215.717.2270 • www.llrpartners.com
RECENT INVESTMENTS
LLR PARTNERS.
Capital for private companies and their owners.
INVESTMENT CRITERIA
EXPERTISE
Growth & Recapitalization
Medical, cosmetic and surgical dermatology
services in the New York City area.
LLR led an equity financing in April 2016.
Growth & Recapitalization
Software and services that enable channel partners
to sell, deliver, manage and invoice for private-labeled
cloud communication services.
LLR led an equity financing in May 2015.
Buyout
Field services software solutions for specialty
construction markets worldwide.
LLR led a buyout in April 2015.
Growth & Recapitalization
Designer and manufacturer of specialty
credit cards.
LLR led an equity financing in May 2015.
Growth Capital
Next generation data protection platform.
LLR participated in an equity financing in
December 2015.
Christian Bullitt
215.717.2919
cbullitt@llrpartners.com
Kristy DelMuto
215.344.1372
kdelmuto@llrpartners.com
Michael Sala
215.717.2921
msala@llrpartners.com
David Siegel
202.333.4601
dsiegel@llrpartners.com
Management and IT services for life sciences
and healthcare companies.
R
Fuel charge cards and management information
services for vehicle fleet operators in the United
States. Sold to Wright Express in 2012.
Technology and brokerage services for active and
professional traders.
Retailer of extreme-value merchandise to the teen and
preteen market, operating more than 200 stores from
Boston to Richmond. Went public in 2012 (NASDAQ: FIVE).
Privately-owned mutual fund administrator with
over $20 billion of assets under administration.
Advanced planning and optimization
enterprise software. Acquired by Dassault
Systemes in 2014.
LLR’s team of experienced professionals assist middle market
companies in developing an appropriate capital plan and provide
the resources and advice needed to help them achieve their goals.
BUSINESS SERVICES
CONSUMER & EDUCATION
FINANCIAL SERVICES
HEALTHCARE SERVICES
SECURITY, DEFENSE & GOVERNMENT SERVICES
SOFTWARE
Education solutions to help academic institutions
and healthcare systems address healthcare
workforce shortages.
Urgent care clinics offering walk-in care,
occupational medicine, employer-paid services,
physical therapy and ancillary services.
Health information management services
to hospitals and physician clinics. Merged with
HealthPort in July 2015.
Women’s health and fertility-focused
ambulatory sugery centers and labs.
Online continuing education and training for the
industrial, public safety and architecture, engineering
& construction (AEC) industries.
REPRESENTATIVE INVESTMENTS
Data-driven benchmarking, outsourcing consulting
and network advisory services for CIOs.
ACCESS CONTROL RELATED ENTERPRISES
Global provider of access control technology
and systems.
Digital messaging technology used to manage
customer engagement through email, text
and other channels.
Complex rehabilitation products, including
custom power and manual wheelchairs
for disabled adults and children.
Managed satellite communications network
services for remote and austere environments.
Business intelligence software allowing users
to explore, visualize, analyze and share data insights.
IT services and business consultancy focused on
ERP and CRM solutions.
Education company developing a premier
global system of private Pre K-12 schools.
Solutions and services to help clients design,
build, test and maintain secure software.
Intelligence-driven operational risk
management solutions.
HR and talent management cloud-based
solutions partner to SAP SuccessFactors.
Agile project management software for
lifecycle, collaboration, quality, business
intelligence and portfolio management.
Point-of-service patient intake and payments
solution for physicians’ offices.