Serent Toolkit

Serent’s Growth Team specializes in helping technology-enabled businesses achieve their goals.

Here at Serent Toolkit, our operations experts share their strategies, stories, insights, and best practices used while working to equip these high-growth and fast paced SaaS companies for success.

Serent Snapshot: Alex Wirth and Jonathan Marks, Co-Founders of Quorum

Serent Snapshot: Alex Wirth and Jonathan Marks, Co-Founders of Quorum

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Serent-Backed Actionstep Acquires Legal Software Company LawMaster

Serent-Backed Actionstep Acquires Legal Software Company LawMaster

Actionstep, the cloud-based practice management platform for law firms, announces that it has acquired the legal software business, LawMaster. The transaction brings together two innovative practice management software companies serving the needs of mid-market law firms. The combined businesses will drive additional technology investment, consolidate many years of learnings in legal tech and provide existing LawMaster customers with extended cloud technologies.

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Serent Capital is Named on GrowthCap’s Top 25 Private Equity Firms of 2022 List

Serent Capital is Named on GrowthCap’s Top 25 Private Equity Firms of 2022 List

Serent Capital is honored to be named one of GrowthCap's Top 25 Private Equity Firms of 2022. Serent is a growth-focused investment firm that helps founders lay the groundwork that propels their companies forward. From inception, Serent set out to build a distinctly different firm that prioritizes the founders and their companies.

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Manufacturing Tech Whitepaper: Bringing the Factory to the Digital Age with Jeff Ralyea

Manufacturing Tech Whitepaper: Bringing the Factory to the Digital Age with Jeff Ralyea

Most mid-market manufacturers are running software from anywhere from two to five different providers. As they migrate to the cloud, it’s critical to look for vendors that continue to provide interoperability. The challenge isn’t just finding systems that work together – it’s that the systems manufacturers are already using may only be enabled to work in an on-premise environment.

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Studio Designer Maps Path for Growth with Investment from Serent Capital

Studio Designer Maps Path for Growth with Investment from Serent Capital

Studio Designer is a fully integrated platform that features an all-in-one project management system with time billing, product sourcing, and proprietary accounting tools. For more than 30 years, Studio Designer has enabled the world’s leading designers to drive efficiency and growth, save time, and deliver beautiful projects to satisfied clients.

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Three Essential Components You Need To Set Up a Successful Interview Process

Three Essential Components You Need To Set Up a Successful Interview Process

Running a successful interview process – one that yields the best hire possible - is a challenge. And it becomes even more challenging during an executive-level search. Making a set of interviews an iterative and revealing series of conversations is the key to finding exceptional talent and cultural fit that will drive impact over the long term. That means planning ahead, communicating with all the stakeholders, and having a “flexibly structured” plan for every step of the process.

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The Economic Downturn: How To Thrive In The Era of Profitability

The Economic Downturn: How To Thrive In The Era of Profitability

In this article, we’ll look at how you can find opportunities in this moment that will position your company for success in the years to come. Let’s start by taking a closer look at the key trends that are driving this economic environment.

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Serent Capital Announces Acquisition of Portfolio Company Motility Software By Reynolds and Reynolds

Serent Capital Announces Acquisition of Portfolio Company Motility Software By Reynolds and Reynolds

Motility Software, a leader in end-to-end dealer management software for specialty dealerships and backed by Serent Capital, announced today it has been acquired by The Reynolds and Reynolds Company, a leading provider of automobile dealership software and services. The two companies are joining forces to drive operational excellence at specialty dealerships across the country.

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Progress Learning Acquires Horizon Education To Strengthen and Enhance College Test Prep Offering

Progress Learning Acquires Horizon Education To Strengthen and Enhance College Test Prep Offering

This acquisition comes on the heels of the integration and merger of USATestprep, an online platform for grades 3-12 standards-aligned learning tools, and Education Galaxy, an online learning solutions provider for K-8 e-learning programs, to create Progress Learning, LLC. With the addition of Horizon Education, Progress Learning is further establishing itself as a premier standards-aligned content solution across every grade level, from kindergarten to elementary school, middle school, and high school.

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Mortgage Tech: Bringing Digital Innovation to the Housing Industry with Amy Brandt

Mortgage Tech: Bringing Digital Innovation to the Housing Industry with Amy Brandt

We sat down with Amy Brandt, who works with CEOs in the Serent portfolio as an Operating Executive Director at Serent Capital, to learn what innovative startups are doing to find success in the mortgage tech space.

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