Private Equity Firm Business Services

Lateral Investment Management

San Mateo, California, United States

Private equity partner focused exclusively on investing in founder-owned companies that have reached an inflection point. Partners with owners to expand and accelerate growth using domain expertise, strategic insight, and operational resources, specializing in technology and business services (B2B software, industrial technology, managed solutions, and technology-enabled services).

Focus Areas
Legal Technology, Legal Operations Consulting, Document & Data Management

Tracked deals

3

3 tracked deals across 2022-2025.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Growth capital

2 growth capital · 1 addon

Lateral Investment Management Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for Lateral Investment Management. 1 2022 1 2023 1 2025

Supporting Data

Recent Transactions

  • Morae Global Corporation Acquires Gimmal
    May 14, 2025
    Buyer
    Morae Global Corporation, Lateral Investment Management
    Target
    Gimmal
    Industry
    Cloud & SaaS
    Location
    Texas, United States
    Type
    Addon

    Morae Global Corporation has acquired Gimmal, an end-to-end information governance software platform, integrating Gimmal’s IG SaaS into Morae’s MorAI-driven legal technology and services. The deal, completed under Morae’s PE-backed ownership by Lateral Investment Management, strengthens Morae’s legal-tech capabilities and expands its offering to law firms, corporate legal departments and government clients.

  • Easterly Asset Management and Lateral Investment Management Co-invest $35M in Morae Global
    November 1, 2023
    Buyer
    Easterly Asset Management, Lateral Investment Management
    Target
    Morae Global
    Industry
    Legal Services
    Location
    Texas, United States
    Type
    Growth capital

    Easterly Asset Management announced a strategic partnership with Lateral Investment Management and co-invested $35 million alongside Lateral in Morae Global, a technology service provider for the legal industry. The partnership will provide capital, technology and operational support to help Morae scale its legal technology and services.

  • Lateral Investment Management Backs FirstClose with $35 Million Growth Investment
    May 17, 2022
    Buyer
    Lateral Investment Management
    Target
    FirstClose, Inc.
    Industry
    Payments & Fintech
    Location
    Texas, United States
    Type
    Growth capital

    Lateral Investment Management has made a $35 million growth equity investment in FirstClose, a fintech provider of underwriting workflow automation, point-of-sale software, and data services for mortgage and home equity lenders. The funding will be used to accelerate product development, expand sales and customer success teams, and pursue organic growth and potential acquisitions to broaden FirstClose’s footprint across the U.S. lending market.

Related Acquisition Pages

Cloud & SaaS Buyers & Acquisitions 1 tracked deal by Lateral Investment Management. Legal Services Buyers & Acquisitions 1 tracked deal by Lateral Investment Management. Payments & Fintech Buyers & Acquisitions 1 tracked deal by Lateral Investment Management. Acquisitions in Texas 3 tracked deals by Lateral Investment Management.

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