INC PE TOP 50 FOUNDER FRIENDLY AWARD RECIPIENT
We believe you can tell a great deal about people by the way they navigate difficult circumstances, and 2020’s challenges presented many opportunities for our internal and portfolio company teams to demonstrate their true strengths. We are filled with gratitude for the entire Sunstone Partners family, which adapted, grew and worked tirelessly to ultimately bring about a very successful year.
We were proud to be named in 2020 as a Top Founder Friendly Firm by Inc. Magazine. We are honored by their recognition and endorsement, as we continue to partner with founders and entrepreneurs of technology-enabled services and software businesses ready for the next level of growth.
Below are some of the highlights of 2020. We look forward to continued growth and success in 2021.
8
Newinvestments
2
Liquidity
Events & FINANCINGS
10
NewSunstonians
20
senior executives and board members placed
5631
ZoomMeetings
42
Virtual HappyHours
New Investments
New InvestmentS
Platforms
RSource provides specialty RCM services that help hospitals and health systems to efficiently manage difficult areas of their revenue cycle, including denied claims, motor vehicle accident claims and worker’s compensation claims
Evergreen Systems is an Elite ServiceNow partner enabling customers to maximize the value of their NOW platform through strategic consulting and managed services
Cloudbakers is a Google Cloud Premier Partner that has been helping organizations successfully migrate to cloud technologies for over a decade with its data, application, and infrastructure modernization offerings
Add-Ons
Acquired by Nexa, Main Line Telecommunications is a healthcare and home services focused answering service
Acquired by Nexa, Alert communications provides call, intake and retainer services to the legal industry
Acquired by Evergreen Systems, Cerna Solutions is an Elite ServiceNow partner focused on delivering tailored solutions that innovate the way its customers leverage the ServiceNow platform
Acquired by Avertium, 1440 security provides advanced threat protection and detection solutions, reducing security operations complexity and risk for their customers
Acquired by NETSPI, Silent Break Security provides cybersecurity testing and consulting solutions to help organizations methodically test, remediate and improve their preventative and detective controls
Liquidity Events
Liquidity Events
Received a minority equity investment from Owl Rock Capital. UserZoom is an end-to-end UX insights software platform empowering businesses with the actionable insights needed to deliver exceptional digital experiences
Acquired by Rackspace, Onica is a Amazon Web Services (AWS) Premier Consulting Partner and AWS Managed Service Provider helping businesses enable, operate, and innovate on the cloud
New Sunstonians
Investment Team
Sahil Aggarwal
Vice President
Charles Raso
Associate
Arel Rende
Associate
Portfolio Operations
Business Development
Arturo Tafolla
Vice President, Talent
Ryan Andre
Manager, FP&A
Megan Meadows
Associate
Portfolio Operations
Arturo Tafolla
Vice President, Talent
Ryan Andre
Manager, FP&A
Business Development
Megan Meadows
Associate
Jay Metha
Associate
Administration
Saheeda Santa Maria
Executive Assistant
Kylie Ocon
Administrative Assistant
Investment Criteria
We make minority and majority investments in technology-enabled services and software businesses that are ready for next level of growth and have the following characteristics:
Sector Focused
$10M+ of revenue
+20% GROWTH
CAPITAL EFFICIENT HISTORY
Check size: $30M - $100M
Sector expertise
Sector Expertise
We live and breathe technology-enabled services and software. We focus on key sectors that benefit from macro tailwinds and technology disruption, and in which we have had numerous historical successful investments. We take the time to understand growth trends and opportunities beyond the horizon and seek to identify future industry leaders. This thesis driven, sector focused approach allows us to have a unique perspective that benefits our portfolio companies.
Cloud
Cybersecurity
Healthcare IT
Marketing Services
We are actively seeking opportunities to partner with founders and entrepreneurs. If you are interested to learn more about how you can grow your company with Sunstone Partners, we would love to hear from you.
DISCLAIMER: The foregoing is not intended to constitute an offer to sell or buy, nor solicitation of an offer to sell or buy, securities and is intended solely to provide information regarding Sunstone Partners’s financing and development capabilities for prospective portfolio investments. The investments described in this material are not to be considered a complete list of all investments made or currently held by the Sunstone Partners funds. No representation or warranty is made with respect to the accuracy or completeness of the information provided.