Top Financial Technology Private Equity Funds

GreyLion

19 Total Closed Deals Actively Sourcing Deals

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GreyLion focuses on investing in high-growth businesses in the lower middle market. We seek to partner with existing owners and management teams across the Industrial, Healthcare, Software and Services sectors to deliver capital in tailored and flexible minority and control structures. GreyLion invests $25-$125 million of capital per investment, primarily within the United States. We currently manage private equity funds with aggregate commitments of $1.9 billion.

Recent Transactions

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• Jul 2024 Acquired Birdseye Security
• Aug 2022 Acquired 360 Training
• Aug 2022 Acquired Trifecta Collective
• Aug 2021 Acquired Norwood Sawmills

Northrim Horizon

17 Total Closed Deals Actively Sourcing Deals

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Northrim Horizon has funding committed for decades, unburdening us from short-term pressures. Our structure and strategy enable us to protect sellers' legacies and build exceptional businesses the right way. Since inception, Northrim Horizon has raised over $440 million in capital. Our most recent fund, NH Fund III, is a $235 million fund announced February 11, 2025.

Recent Transactions

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• Mar 2026 Acquired Cressy Door and Fireplace
• Aug 2025 Acquired ACG Systems
• Jun 2025 Acquired Solutions360
• Apr 2025 Acquired FacilityONE Software

Peak Rock Capital

17 Total Closed Deals Actively Sourcing Deals

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We make equity and debt investments in companies in North America and Europe. Peak Rock’s equity investment platform focuses on opportunities where it can support senior management to drive rapid growth and profit improvement, with expertise in corporate carve-outs and partnering with families and founders seeking first-time institutional capital. Peak Rock’s credit platform focuses on providing bespoke primary financings and making investments in secondary loans for corporate debt and commercial real estate. Peak Rock’s principals have deep expertise in complex situations and…

Recent Transactions

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• Apr 2019 Acquired Turkey Hill
• Oct 2018 Acquired Pretzels, Inc.
• Oct 2018 Acquired Louisiana Fish Fry Products
• Sep 2018 Acquired TNT Crust

Terminus Capital Partners

15 Total Closed Deals Actively Sourcing Deals

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OverviewTCP is a software private equity firm with an operational focus.Investment CriteriaB2B softwareUS Only$10-$50m revenue (for platforms)$1m+ revenue (for add-ons)No growth or EBITDA requirementsMajority investmentsHungry/humble mgmt teamsFor CompaniesWe are a true working partner who lightens the load and shares the wealth.For M&A AdvisorsExpert, high-conviction buyer: unmatched speed and certainty.

Recent Transactions

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• Nov 2025 Acquired Discuss.io
• Dec 2024 Acquired Acribe
• Aug 2023 Acquired National Quality Review
• Aug 2023 Invested in Simplicity Collect

Hadley Capital

15 Total Closed Deals Actively Sourcing Deals

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We work with founders/owners, families and management teams in need of ownership transition, management succession, and / or growth support. We primarily focus on companies with revenue between $5 million and $80 million, and a cash flow between $1 million and $10 million. We consider a wide range of industries and look for companies with potential to build on past successes and open to new ideas.

Recent Transactions

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• Sep 2014 Acquired Brushy Mountain Bee Farm
• Sep 2013 Acquired Centare
• Dec 2012 Acquired Bluff Manufacturing
• Sep 2012 Acquired W.C. Rouse

Third Century Management, LLC

14 Total Closed Deals Actively Sourcing Deals

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Third Century Investment Associates, LP ("TCIA") manages private equity capital for significant investments in small businesses. We invest actively in partnership with operating companies and carefully selected management teams located in the United States. Our team targets proven businesses in specialized sectors where we work to become advantaged investors through existing or acquired expertise. We are a disciplined, process-driven partnership, focused on long-term fundamentals. Our mission is to build sustainable business value, earn a superior return and develop a best-in-class reputation…

Recent Transactions

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• Apr 2026 Acquired Mobile IV Medics
• Sep 2025 Acquired BlackJet Marketing
• Jul 2025 Acquired Local Web Leads
• Oct 2024 Acquired Mobile RN Management

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BHMS Investments, LP

13 Total Closed Deals Actively Sourcing Deals

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BHMS Investments, LP is a Westport, CT based private investment firm focused on the North American lower middle-market. Founded in 2010, BHMS invests in a wide variety of control and structured equity opportunities ranging from consolidation strategies to conventional leveraged buyouts. The firm focuses on industries in which it has deep experience and relationships including insurance services and business services broadly (consumer, commercial, professional). BHMS is currently deploying capital from its most recent fund, which it raised in 2024, and focuses on platform investments in the…

Recent Transactions

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• Jul 2024 Acquired Boost Insurance
• Nov 2021 Acquired Innovisk Capital Partners
• Jul 2021 Acquired King Risk Partners
• Jan 2021 Acquired Staff Boom

Agellus Capital

13 Total Closed Deals Actively Sourcing Deals

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Agellus Capital partners alongside management teams of essential, non-discretionary services businesses across the United States and Canada. We focus on a combined organic and buy-and-build strategy, scaling our companies through add-on acquisitions within large, fragmented markets. Post-M&A integration, commercial and operational improvements, and investments in technology and people are key to our value creation playbook helping to accelerate organic growth.

Recent Transactions

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• Jul 2026 Acquired The Logic Group
• May 2026 Acquired Lawn Enforcement Agency
• Apr 2026 Acquired Synergy Landscapes
• Mar 2026 Acquired Titan Restoration

Centerfield Equity

11 Total Closed Deals Actively Sourcing Deals

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Centerfield Equity collaborates with like-minded owners and management teams seeking a change of control transaction to accelerate business transformation. We focus on lower middle market businesses generating greater than $1.5M in EBITDA that are based in the Midwest. Centerfield Equity invests across a variety of industry verticals, including business services, healthcare, consumer, niche manufacturing, and distribution. We do not invest in oil & gas, financial services, real estate, retail, early stage, or distressed situations.

Recent Transactions

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• Nov 2024 Acquired Dental Alliance Group
• Jun 2024 Acquired ASAP Garage Door Repair
• Mar 2018 Acquired TriplePoint
• Jul 2017 Acquired Rice's Honey

Catalus Capital

11 Total Closed Deals Actively Sourcing Deals

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Catalus Capital is a multi-strategy private equity firm founded in early 2011. The flexibility of the firm’s investment mandates sets it apart from its peers. The firm invests out of two strategies: Catalus Growth Partners, a buyout fund focused on acquiring majority stakes in growing middle market companies, and Catalus Special Opportunities, a fund focused on finding deep value in corporate, real estate, and esoteric assets.

Recent Transactions

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• Sep 2023 Acquired Big Apple Auto Leasing
• Jun 2023 Acquired Forge Nano
• Feb 2023 Acquired XL-batteries
• Dec 2022 Acquired CC Wellness

Peterson Partners

11 Total Closed Deals Actively Sourcing Deals

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Peterson Partners is an independent private investment firm based in Salt Lake City, Utah with funds dedicated to private equity, venture capital, and search. Our private equity team invests in lower middle market companies and seeks to back entrepreneurs with a growth focus. We have invested in over 200 companies, primarily in the US. Our typical transactions include both minority and majority investments with businesses that have $10M - $100M of revenue and $2M - $20M of EBITDA.We were founded by Joel Peterson, a teacher of entrepreneurs, a long-time backer of entrepreneurs, and an…

Recent Transactions

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• Aug 2023 Invested in Airin
• Aug 2023 Invested in Aspire Home Health Care
• Aug 2023 Invested in Banyan
• Aug 2023 Invested in allbirds

Tyree and D'Angelo Partners

11 Total Closed Deals Actively Sourcing Deals

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Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investment opportunities in the lower middle market (companies with $1-$5M of EBITDA). We seek out investments in which we can establish true collaborative partnerships with business owners and management teams that will lead to a substantial creation of value over a long-term investment horizon. TDP relies on an extensive team comprised of Investment Partners, Executive Partners, and Advisory Partners to make investments, and focuses on opportunities in which our team of professionals can add…

Recent Transactions

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• Aug 2023 Acquired Veterinarian Partners
• Aug 2023 Acquired Thrive Physical Therapy Partners
• Aug 2023 Acquired Superior Insurance Partners
• Aug 2023 Acquired Star Dental Partners

Osceola Capital Management

10 Total Closed Deals Actively Sourcing Deals

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Osceola Capital is a Tampa, Florida based private equity firm that invests in lower middle market services companies. Our strategy is to partner with exceptional management teams and drive long-term value creation through a combination of strategic acquisitions, internal growth initiatives, and operational improvements. We offer a unique blend of operations and transaction experience to help support our management teams – principals of Osceola have led over 100 corporate finance transactions ($1 billion+ in capital) and served as the CEO, CFO, or President of over 15 successful…

Recent Transactions

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• Aug 2023 Acquired Industry Services Co.
• Aug 2023 Acquired O’Cloud Ventures
• Aug 2023 Acquired Forward Solutions
• Aug 2023 Acquired Revelation Pharma

Arthur Ventures

10 Total Closed Deals Actively Sourcing Deals

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Minority and majority investments in software and business services companies.Based in Minneapolis.Targeting $2-20M investments in companies Headquartered in North America.

Recent Transactions

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• Aug 2023 Invested in Candor Consultants
• Aug 2023 Invested in CFI
• Aug 2023 Invested in Avalara
• Aug 2023 Invested in CyberQP

Union Park Capital

10 Total Closed Deals Actively Sourcing Deals

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Union Park Capital is a private equity investment firm focused solely on lower middle-market Industrial Technology companies. We partner with management teams to cultivate businesses through a combination of organic growth and careful strategic add-on acquisitions.

Recent Transactions

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• Aug 2022 Acquired Advanced Illumination
• Jan 2022 Acquired Bruins Instruments
• Mar 2021 Acquired Guided Wave
• Feb 2021 Acquired EyePro System

Gallant Capital Partners

10 Total Closed Deals Actively Sourcing Deals

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Gallant makes control investments in sectors where the team has extensive experience and relationships that drive value. We use our operational expertise to support our management teams and strive to be valuable partners at every stage of our investments.

Recent Transactions

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• Nov 2022 Invested in Lightning Step
• Sep 2022 Invested in SLWM
• Feb 2022 Acquired Pro-Vac
• Dec 2021 Invested in InformData

Cohere Capital

9 Total Closed Deals Actively Sourcing Deals

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Cohere Capital is a growth focused private equity firm that invests in leading middle-market businesses. We have over 30 years of combined experience investing in and working with growth companies, and we bring that experience to our partnerships with entrepreneurs, management teams, and companies.We take our approach from our name, "Cohere"​, which means being united and consistent. Our firm is founded on that philosophy.Growth is our focus. We help solidify a strong foundation and provide the expertise and capital to achieve the growth plan. While not all growth is linear, we are focused…

Recent Transactions

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• Dec 2025 Acquired Flextecs
• Sep 2025 Acquired Leverege
• Feb 2023 Acquired Phaedon
• Mar 2022 Acquired Boostability

West Lane Capital Partners

9 Total Closed Deals Actively Sourcing Deals

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West Lane Capital Partners is a private investment firm that partners with entrepreneurs and management teams to invest in lower middle-market companies. In addition to providing capital, we are actively engaged partners across the strategy, operations and finance functions within our portfolio businesses.We focus on control investments in the logistics, consumer, food & beverage, broader manufacturing and the financial and business services sectors and our experience allows us to invest in both successful growing businesses as well as more difficult and complex situations. We also know that…

Recent Transactions

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• Aug 2023 Acquired Blue Cross
• Aug 2023 Acquired Epicurean Catering
• Aug 2023 Acquired Cutler Group
• Aug 2023 Acquired Stansberry Asset Management

Unity Partners

8 Total Closed Deals Actively Sourcing Deals

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Unity Partners is a middle-market PE firm that backs ambitious leaders in fragmented services businesses. Our Partner & Propel strategy - a) partners with leaders who would like to accelerate their plan through M&A b) propels teams forward by bringing operating expertise from the outset to help with levers, scale, and integration. We follow six operating principles, one of which is 'Purpose' - our belief in sharing the upside and building better together through broad employee ownership.

Recent Transactions

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• Jun 2026 Invested in Meaden & Moore
• Nov 2025 Acquired Yardmaster
• Jun 2025 Invested in Ampleo
• Jun 2025 Acquired Byng Group

Lock 8 Partners

8 Total Closed Deals Actively Sourcing Deals

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Many traditional investors focus their efforts on finding and buying the perfect company. But we aren't traditional investors -- we are operators at our core. We understand perfection is fantasy; imperfection is opportunity, and that the only constant in the world is change. We believe successful organizations are those that operate best in a fluid environment.These views shape Lock 8's investment strategy and our holistic, hands-on approach to consistently building valuable businesses.

Recent Transactions

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• Mar 2024 Acquired CGR
• Jan 2024 Acquired Firm 360
• Aug 2023 Invested in Relay
• Aug 2023 Invested in OrgChart