Sageview Capital Invests in XSELL Technologies

Aquiline Capital Partners Makes Strategic Investment in SageView Advisory Group

January 5, 2021

Financial Services

Aquiline Capital Partners has made a strategic growth investment in SageView Advisory Group, a Newport Beach–based registered investment advisor focused on retirement plan consulting and wealth management. SageView founders Randy Long and Jon Upham retain a significant equity stake and will continue to lead the firm; the capital will be used to accelerate growth in institutional retirement and wealth management and expand financial wellness offerings.

SageView Advisory Group Acquires Capital One Investing Wealth Management Business

April 21, 2022

Wealth Management

SageView Advisory Group completed the acquisition of Capital One Investing, a $900 million wealth management business formerly owned by Capital One Financial Corporation. The deal transferred advisors, associates and accounts to SageView (supported by private-equity partner Aquiline) and expands SageView’s retirement-plan and wealth-management capabilities and AUM.

Sageview Capital Makes $60M Growth Investment in Intelligent Imaging Systems / Drivewyze

July 14, 2020

Transportation

Sageview Capital closed a $60 million minority growth investment in Intelligent Imaging Systems Inc. (IIS) and its wholly owned subsidiary Drivewyze to accelerate scaling of their connected-truck platform and SaaS revenue. Two Sageview partners will join the IIS board as the company pursues expanded commercialization of its weigh-station bypass, safety notifications and smart-roadside infrastructure offerings.

Sageview Capital Leads $28M Growth Investment in LoanStar Technologies

January 30, 2024

Payments & Fintech

LoanStar Technologies, a Swarthmore, Pennsylvania–based embedded lending fintech, raised $28 million of growth equity led by Sageview Capital. The round includes investments from Launch CUSO Holdings (Launch Credit Union), TruMark Financial Credit Union, Ben Franklin Technology Partners of Southeastern Pennsylvania, Monarch Strategic Advisors and others to fund product development, sales and marketing expansion, and strategic partnerships.

Vista Equity Partners Leads $1B+ Growth Investment in Securonix

February 15, 2022

Cybersecurity

Securonix, a cloud-native SIEM and XDR provider headquartered in Addison, Texas, received a more than $1 billion growth investment led by Vista Equity Partners with participation from Volition Capital and Eight Roads Ventures. The funding will support product innovation, global talent acquisition, and accelerated go-to-market efforts as Securonix scales its SaaS security analytics and operations platform.

Vista Equity Partners Acquires Majority Stake in Gainsight

November 30, 2020

Cloud & SaaS

Vista Equity Partners has signed an agreement to take a majority investment in Gainsight, the Customer Success software company. The partnership is intended to accelerate Gainsight's product expansion, customer growth and geographic footprint while scaling the Customer Success category.