Portfolio

  Columbus, OH Leading SaaS provider of ITSM, PPM, and resource management solutions for higher education IT departments .

 

Columbus, OH

Leading SaaS provider of ITSM, PPM, and resource management solutions for higher education IT departments

.

  San Diego, CA Leading SaaS provider of security operations management solutions for security guard operators, corporates, and universities  

 

San Diego, CA

Leading SaaS provider of security operations management solutions for security guard operators, corporates, and universities

 

Lenexa, KS A SaaS-enabled warehousing and logistics firm specializing in just-in-time retail & ecommerce fulfillment and cold storage solutions  

Lenexa, KS

A SaaS-enabled warehousing and logistics firm specializing in just-in-time retail & ecommerce fulfillment and cold storage solutions

 

  Vancouver, British Columbia SaaS provider of online event registration solutions    

 

Vancouver, British Columbia

SaaS provider of online event registration solutions

 

 

    Salt Lake City, UT SaaS provider of online tax and accounting services that merges cloud-based technology with expert accountants

 

 

Salt Lake City, UT

SaaS provider of online tax and accounting services that merges cloud-based technology with expert accountants

  Fayetteville, AR Retail auditing and data collection for CPG companies through proprietary network of mobile-powered agents

 

Fayetteville, AR

Retail auditing and data collection for CPG companies through proprietary network of mobile-powered agents

Omaha, NE Workflow management and managed WordPress hosting platform serving over 40,000 designers and creative agencies  

Omaha, NE

Workflow management and managed WordPress hosting platform serving over 40,000 designers and creative agencies

 

Salt Lake City, UT Leading provider of SaaS technology and textbook rental solutions for college bookstores  

Salt Lake City, UT

Leading provider of SaaS technology and textbook rental solutions for college bookstores

 

    Kansas City, MO United Medicare Advisors operates a senior health insurance exchange  

 

 

Kansas City, MO

United Medicare Advisors operates a senior health insurance exchange

 

  Seattle, WA & Houston, TX A robotic pipeline restoration firm providing the least invasive solution to extend the life of aging water and oil & gas pipelines

 

Seattle, WA & Houston, TX

A robotic pipeline restoration firm providing the least invasive solution to extend the life of aging water and oil & gas pipelines

  Atlanta, GA SaaS provider of association management software for small staff associations and membership organizations  

 

Atlanta, GA

SaaS provider of association management software for small staff associations and membership organizations

 

Little Rock, AR SaaS provider of communication and content publishing solutions for K-12 school districts    

Little Rock, AR

SaaS provider of communication and content publishing solutions for K-12 school districts

 

 

  Nashville, TN SaaS provider of environmental health, safety, and compliance solutions for manufacturers    

 

Nashville, TN

SaaS provider of environmental health, safety, and compliance solutions for manufacturers

 

 

  Kansas City, MO Spring Venture Group builds and operates insurance exchanges.   

 

Kansas City, MO

Spring Venture Group builds and operates insurance exchanges. 

 

  Dallas, TX and Miami, FL A leading provider of pet death services and memorial products to veterinarians and pet owners.  

 

Dallas, TX and Miami, FL

A leading provider of pet death services and memorial products to veterinarians and pet owners.

 

Select Prior Investments

  Salt Lake City, UT SaaS provider of power market modeling solutions for utilities, traders, and consultants  

 

Salt Lake City, UT

SaaS provider of power market modeling solutions for utilities, traders, and consultants

 

Salt Lake City, UT SaaS education platform that simplifies video-based coursework for professors and students    

Salt Lake City, UT

SaaS education platform that simplifies video-based coursework for professors and students

 

 

  Franklin, MA SaaS payment intelligence and marketing solutions for financial institutions      

 

Franklin, MA

SaaS payment intelligence and marketing solutions for financial institutions

 

 

 

    San Francisco, CA and Kansas City A direct to consumer insurance exchange providing comparison shopping across life, auto, home, and health insurance

 

 

San Francisco, CA and Kansas City

A direct to consumer insurance exchange providing comparison shopping across life, auto, home, and health insurance

Boston, MA The largest online comparison shopping exchange for auto & home insurance in the U.S.  

Boston, MA

The largest online comparison shopping exchange for auto & home insurance in the U.S.

 

  Acquired by Groupon Baltimore, MD OrderUp is an online & mobile food ordering and delivery service. OrderUp was successfully bootstrapped to serve 30 markets in its first 10 years, Five Elms invested in the company's first institutional raise, providing capital to help accelerate new market launches and to build out the company's executive team. OrderUp was acquired just 10 months into our investment by Groupon to power its national online food ordering and delivery service.

 

Acquired by Groupon

Baltimore, MD

OrderUp is an online & mobile food ordering and delivery service. OrderUp was successfully bootstrapped to serve 30 markets in its first 10 years, Five Elms invested in the company's first institutional raise, providing capital to help accelerate new market launches and to build out the company's executive team. OrderUp was acquired just 10 months into our investment by Groupon to power its national online food ordering and delivery service.

  Live Well Financial is a leading reverse mortgage lender focused on helping senior homeowners unlock equity in their home  

 

Live Well Financial is a leading reverse mortgage lender focused on helping senior homeowners unlock equity in their home

 

    Acquired by Mercator Lenexa, KS Catapult is a SaaS platform for shipping pricing and rate management.  Five Elms took a minority stake in the company in 2010 and actively worked with the company as it scaled and assisted with the institutionalization of the company's infrastructure. In July of 2015, the company was purchased by Warburg Pincus-backed Mercator for cash and stock, which we still hold.      

 

 

Acquired by Mercator

Lenexa, KS

Catapult is a SaaS platform for shipping pricing and rate management.  Five Elms took a minority stake in the company in 2010 and actively worked with the company as it scaled and assisted with the institutionalization of the company's infrastructure. In July of 2015, the company was purchased by Warburg Pincus-backed Mercator for cash and stock, which we still hold.

 

 

 

  Acquired by Asurion NEW Customer Service was the leading provider of consumer product protection programs in the US.  TH Lee Putnam Ventures bought NEW in 2004 for $370 million. In 2006, NEW was sold to Berkshire Partners LLC and Freeman Spogli & Co. for $1.21 billion. In 2008, NEW merged with Asurion to create the world's single largest provider of product protection services.  To learn more about Asurion, visit www.asurion.com 

 

Acquired by Asurion

NEW Customer Service was the leading provider of consumer product protection programs in the US.  TH Lee Putnam Ventures bought NEW in 2004 for $370 million. In 2006, NEW was sold to Berkshire Partners LLC and Freeman Spogli & Co. for $1.21 billion. In 2008, NEW merged with Asurion to create the world's single largest provider of product protection services. 

To learn more about Asurion, visit www.asurion.com 

IPO (NYSE:FXCM) A leading online foreign exchange trading firm catering to retail and small institutional markets. Five Elms purchased a secondary equity stake in FXCM in late 2007 in partnership with Long Ridge Equity Partners as part of Refco's bankruptcy process. The company went public on the NYSE in December 2010. We sold the last of our FXCM stake in 2013.        

IPO (NYSE:FXCM)

A leading online foreign exchange trading firm catering to retail and small institutional markets. Five Elms purchased a secondary equity stake in FXCM in late 2007 in partnership with Long Ridge Equity Partners as part of Refco's bankruptcy process. The company went public on the NYSE in December 2010. We sold the last of our FXCM stake in 2013.

 

 

 

 

  Acquired by HARMAN International Symphony Services was a leading provider of technology-based product engineering outsourcing services. TH Lee Putnam Ventures invested $20 million in Symphony Services in 2003. In 2012, Symphony merged with Teleca, creating the world's leading services organization developing software and solutions for mobile appliance OEMs and telecommunications operators. In 2015, Symphony Teleca sold to HARMAN International (NYSE: HAR) for $780 million.  To learn more about HARMAN International, visit www.harman.com

 

Acquired by HARMAN International

Symphony Services was a leading provider of technology-based product engineering outsourcing services. TH Lee Putnam Ventures invested $20 million in Symphony Services in 2003. In 2012, Symphony merged with Teleca, creating the world's leading services organization developing software and solutions for mobile appliance OEMs and telecommunications operators. In 2015, Symphony Teleca sold to HARMAN International (NYSE: HAR) for $780 million. 

To learn more about HARMAN International, visit www.harman.com

    Acquired by ePLDT SPi Global provides content outsourcing services in the legal, publishing, and healthcare verticals in addition to its industry-agnostic call center capabilities. TH Lee Putnam Ventures bought SPi along with GIC Special Investments in 2004 for $90 million. The purchase was the first private equity-backed take private in Philippine Stock Exchange History.   TH Lee Putnam and GIC sold SPi Global to ePLDT, a wholly-owned subsidiary of the Philippine Long Distance Telephone Company in 2006 for $159 million.

 

 

Acquired by ePLDT

SPi Global provides content outsourcing services in the legal, publishing, and healthcare verticals in addition to its industry-agnostic call center capabilities. TH Lee Putnam Ventures bought SPi along with GIC Special Investments in 2004 for $90 million. The purchase was the first private equity-backed take private in Philippine Stock Exchange History.   TH Lee Putnam and GIC sold SPi Global to ePLDT, a wholly-owned subsidiary of the Philippine Long Distance Telephone Company in 2006 for $159 million.