TELEO Capital Acquires UMT360

UMT360 Acquires Western Principles Consulting

February 23, 2022

Consulting

TELEO Capital portfolio company UMT360 has acquired Western Principles Consulting, a Vancouver-based project portfolio management (PPM) consulting firm. The business will be merged into UMT360 to strengthen its Strategic Portfolio Management services and to enable direct service of the Canadian market.

North Highland Acquires UMT360 Strategic Portfolio Management Software Firm

June 14, 2023

Software

North Highland, an Atlanta-based change and transformation consultancy, has acquired UMT360, a Bellevue, Washington provider of strategic portfolio management (SPM) software and related consulting services. The deal expands North Highland's enterprise transformation and business agility capabilities and extends its footprint in North America and Europe.

UMT360 (TELEO Capital Portfolio Company) Acquires FIOS Insight

December 15, 2021

Software

TELEO Capital-backed UMT360 has acquired FIOS Insight, a Houston-based provider of Enterprise Architecture (EA) SaaS (Insight-EA), and will merge FIOS with UMT360 to extend UMT360's Strategic Portfolio Management suite. The acquisition integrates FIOS' EA capabilities into UMT360's strategy-to-execution and project portfolio management offering to provide an end-to-end enterprise project solution.

TELEO Capital Makes Growth Equity Investment in Univeris Corporation

June 29, 2021

Cloud & SaaS

TELEO Capital Management made a growth equity investment in Univeris Corporation, an enterprise software platform serving the wealth management industry. The investment will fund product innovation, expand service capabilities and support geographic expansion and strategic follow-on acquisitions.

TELEO Capital Acquires Majority Stake in Sharpen Technologies (SharpenCX)

December 13, 2022

Cloud & SaaS

TELEO Capital completed a majority control investment in Sharpen Technologies Inc. (SharpenCX), a cloud-native contact center (CCaaS/UCaaS) platform based in Indianapolis. TELEO said it will provide operational resources and capital to accelerate product innovation, expand SharpenCX’s market position, and enhance support and platform capabilities.

TELEO Capital Acquires CHCS Services from Capgemini America

March 23, 2022

Healthcare Services

TELEO Capital Management, a lower middle market private equity firm, acquired CHCS Services, Inc. (a technology-enabled third-party administrator for senior health and eldercare markets) from Capgemini America, Inc. TELEO said it will invest in a digital transformation and data science capabilities to expand CHCS's offerings across long-term care and Medicare Supplement plans and support growth.