Long Ridge Equity Partners Makes Minority Growth Investment in Pacific Crest Services

Lee Equity Partners Makes Majority Investment in PCS Retirement

March 4, 2024

Financial Services

Lee Equity Partners has acquired a majority interest in PCS Retirement, a Philadelphia-based retirement plan recordkeeper; as part of the transaction, prior investor LLR Partners will exit and Scott David will join PCS as CEO. The investment is intended to accelerate new business sales, expand relationships, enhance digital and service capabilities, and support PCS's M&A strategy; terms were not disclosed.

LLR Partners Makes Growth Investment in PCS Software

September 21, 2022

Logistics & Distribution

LLR Partners completed a growth capital investment in PCS Software, a Houston-based provider of an AI-driven transportation management system (TMS). Existing investor Capstreet remains a minority shareholder; LLR's capital will support PCS's organic growth, product innovation, and pursuit of strategic acquisitions.

Long Ridge Equity Partners Makes £100m+ Growth Investment in QX Global Group

July 10, 2024

Professional Services

QX Global Group, a UK-headquartered business process management and consulting provider, secured a growth investment of over £100 million from US growth equity firm Long Ridge Equity Partners. The capital will support QX's platform development and global expansion; the deal includes leadership changes with Abid Neemuchwala joining as Chairman and founder Chris Robinson stepping down from the board.

Long Ridge Equity Partners Makes Minority Growth Investment in Drawbridge

March 11, 2021

Cybersecurity

Long Ridge Equity Partners has made a minority growth capital investment in Drawbridge, a cybersecurity software provider serving the alternative investment industry. The investment will support Drawbridge's global expansion, accelerate product innovation, and grow its client base; Long Ridge will also place Kevin Bhatt and Jason Melton on Drawbridge's board.

Long Ridge Equity Partners Makes Majority Growth Investment in Acqueon

October 25, 2022

Cloud & SaaS

Long Ridge Equity Partners has made a majority growth capital investment in Acqueon, a provider of omnichannel customer engagement software. Existing majority investor Everstone Capital has exited to a minority position; the funding will support accelerated product innovation, channel partner expansion, and continued investments in Acqueon's platform and services.

Long Ridge Equity Partners Leads Growth Investment in RFG Advisory

August 2, 2023

Wealth Management

Long Ridge Equity Partners led a growth capital investment in RFG Advisory, a turn-key platform for independent financial advisors that supports more than 100 advisors and oversees over $4 billion in assets. The investment will fund enhancements to RFG’s technology and go-to-market capabilities and support executive team expansion; Andrew Cedar and Doug Nelson will join the Board of Managers.