2021 Year In Review

2021 Year In Review

Moving the World
Forward, Together.

At Serent, we believe strong partnerships—the kind that persevere and flourish—are aligned with a common purpose and passion. Over the past 14 years, we have worked collectively with our companies to raise the competitive bar and transform the enterprise software industry, all through our shared visions. This year, our purpose-driven partnerships were more important than ever.

2021 Year In Review

Moving the World
Forward, Together.

At Serent, we believe strong partnerships—the kind that persevere and flourish—are aligned with a common purpose and passion. Over the past 14 years, we have worked collectively with our companies to raise the competitive bar and transform the enterprise software industry, all through our shared visions. This year, our purpose-driven partnerships were more important than ever.

Our Collective Wins

We help founders lay the groundwork that propels their companies forward. See what we’ve accomplished together.

For three consecutive years, Serent Capital has been recognized for our collaborative and purpose-driven approach to partnering with founder-led companies. Learn more about our recognition as an honoree on Inc.’s Founder-Friendly Investor List.

01 Transaction Activity

Discover new companies we partnered with, recent realizations, and successful add-ons.

A year of growth, accomplishments, and new milestones.

38
Transactions
$4.9B
Transaction Volume
14 Platforms
17 Add-Ons
7 Realizations

We're in good company.

Discover more founder stories.

Discover more founder stories.

Discover more founder stories.

We're in good company.

Discover more founder stories.

Hear firsthand from Rod Jimenez about the ways in which our partnership led to growth.
Founder & CEO Garret Gray shares how his perspective of private equity was transformed by our values-driven approach to partnership.
The co-founders of ePayPolicy share their founder journey and the growth strategies used to scale with Serent’s support.

There's a reason founders love to work with us.

02 Growth

Get to know the faces behind our in-house Growth Team and how they work.

Our in-house Growth Team are collaborative problem-solvers that understand your unique challenges and how to tackle them. From strategic operational support to executive talent recruiting, we’re equipped with all of the resources you need to accelerate growth within your company.

A year of growing results, along with our team of industry experts.

19
Growth Team Members
30
Portfolio Strategic Initiatives Completed
$0
Charged in Consulting Fees

Strategic Operations

Strategic Operations Generalists

Our multi-disciplinary generalist team works in collaboration with your company to unleash its capacity and knock out the initiatives that drive organic growth.

Strategic Operations Specialists

Our team of specialists dig deep into complex initiatives—from dialing in pricing to building payments from the group up—in order to provide critical support and help your company scale quickly.

Find out more about our Growth Team.

Learn More

03 Human Capital

Tap into the Network

Our dedicated Human Capital team works hand-in-hand with our companies to identify, recruit, and place top-notch leadership and key talent, positioning them for the next phase of growth.

By tapping into our proprietary database of experienced industry professionals, known as the Serent Executive Network (SEN), we’re able to source many of our executives, increasing success rates and reducing recruiting and hiring costs for our companies.

We specialize in helping you find the right people to grow.

10,370
Execs in the Serent Executive Network
113
Execs Placed This Year
48
Execs Placed From Serent Executive Nextwork

Operating Executive Directors

Our bench of all-star industry veterans provide hands-on support and expertise to our companies.

Build your recruiting toolkit

Hiring your executive-level team is one of the most difficult tasks founders face. We have the playbook to help you get started.

04 Events

6
Summits
146
Attendees
50
Hours of Sessions

“There is something that’s really, truly magical about in-person interactions. And, even though there are members of the Serent team—who have been on our board, on the Growth Team, on the Human Capital team—and who I’ve spent countless hours on Zoom with over the last year, there’s something that’s really, truly amazing about being able to have an in-person conversation.”

Alex Wirth

Cofounder & CEO of Quorum

06 Team Highlights

We're proud of the new individuals who have joined our team and the ones who continue to grow with Serent.

07 Investment Criteria

Partners Who Share Your Vision

We help grow and scale technology and tech-enabled service companies who are committed to changing the way we live, work, and do business.

Focus

We focus on investing in founder-owned businesses.
We usually commit $20MM to $100MM in equity per investment.
We actively pursue M&A for our portfolio companies.

Criteria

$15MM to 250MM in Enterprise Value (smaller for add-ons).
>$5MM Recurring Revenue (smaller for add-ons)
10%-1,000%+ Growth
Growing Technology & Services: Vertical Specific B2B Software, Data, Payments, or Tech-Enabled Services Companies
$1MM to $15MM EBITDA in Profitability
30-100% Ownership Minority or Majority Transactions

08 Investment Sectors

Automotive
B2B and B2C Payments
Banking Tech
Business Services
Construction
Data & Analytics
Dental
Education
Energy & Utilities
Field Services
Financial Services
Governance, Risk, & Compliance
Healthcare Services
Healthcare IT & Services
Hospitality & Travel
Human Capital Management
Insurance
IT Software Development
Legal
Life Sciences
Manufacturing
Non-Profit
Real Estate & Mortgage
Restaurant
Revenue Cycle Management
Security
Sports & Entertainment
State & Local Government
Supply Chain & Logistics

Keep moving forward in 2022.

As your partners in growth, we’re dedicated to helping founders like you identify new opportunities to scale and evolve. Connect with us to experience for yourself how our purpose-driven partnerships can help you achieve your goals.