Level Equity

• Pamlico Capital Recapitalizes EHS Insight; Level Equity Re-invests

  December 9, 2025

  Buyer

  Pamlico Capital, Level Equity

  Target

  EHS Insight

  Industry

  Cloud & SaaS

  Location

  Texas, United States

  Type

  Recapitalization

  Pamlico Capital has completed a recapitalization investment in EHS Insight, a Houston-based provider of cloud-based environmental, health, and safety (EHS) software, with existing investor Level Equity making a significant re-investment. EHS Insight co-founders Gary McDonald and Eric Stevens will retain meaningful ownership stakes; the capital will support continued product innovation, customer impact, and growth.

• Level Acquires BAM Strategy

  October 29, 2025

  Buyer

  Level, Dubin Clark

  Target

  BAM Strategy

  Industry

  Marketing & Advertising

  Location

  Quebec, Canada

  Type

  Addon

  Level, a digital marketing agency backed by private equity firm Dubin Clark, has acquired BAM Strategy to form a unified growth platform combining performance marketing, analytics, creative, CRM, and loyalty capabilities. The combined organization creates a roughly 250-person full-service offering to deliver end-to-end marketing solutions across acquisition, retention, and loyalty for clients in CPG, education, financial services and other sectors.

• Sunwave Health and Lightning Step Merge; BVP Forge Provides Strategic Growth Investment

  October 27, 2025

  Buyer

  BVP Forge, Level Equity, Blueprint Equity, Gallant Capital Partners

  Target

  Sunwave Health, Lightning Step Technologies

  Industry

  Software

  Location

  United States

  Type

  Growth capital

  Sunwave Health and Lightning Step Technologies have combined to form a unified technology platform serving behavioral health providers nationwide. The merger is supported by a strategic growth investment from BVP Forge, with existing investors Level Equity, Blueprint Equity, and Gallant Capital Partners re‑investing in the combined company to accelerate product innovation, AI capabilities, and go‑to‑market scale.

• Level Equity Makes Growth Investment in ActiveComply

  September 29, 2025

  Buyer

  Level Equity

  Target

  ActiveComply

  Industry

  Cloud & SaaS

  Location

  Florida, United States

  Type

  Growth capital

  Level Equity has made a growth investment in ActiveComply, a cloud-based digital communications compliance platform for banks, mortgage lenders, credit unions and insurers. The deal includes Level Equity taking a majority stake and ActiveComply appointing Asif Alam as CEO to accelerate product innovation and market expansion.

• Level Equity Invests £40M+ in Osprey Flight Solutions

  September 2, 2025

  Buyer

  Level Equity

  Target

  Osprey Flight Solutions

  Industry

  AI & Machine Learning

  Location

  England, United Kingdom

  Type

  Growth capital

  Level Equity has provided more than £40 million in growth capital to Osprey Flight Solutions to accelerate product development and global expansion. Existing majority investor 24Haymarket and angel investors will remain minority shareholders; the funding will support integration of generative AI and next-generation risk intelligence for airlines, insurers and governments.

• Level Equity Invests in PSTrax; Growth Street Partners Remains Minority Investor

  August 5, 2025

  Buyer

  Level Equity, Growth Street Partners

  Target

  PSTrax

  Industry

  Cloud & SaaS

  Location

  Colorado, United States

  Type

  Growth capital

  PSTrax, a Littleton, Colorado–based SaaS platform for inventory and asset management used by fire, EMS, law enforcement and military agencies, received a strategic growth investment from Level Equity with Growth Street Partners remaining as a minority investor. The capital will accelerate PSTrax's product development roadmap, deepen integrations, and expand the company's reach across first responder and public safety customers.

• Accelo Acquires Forecast, an AI-Enabled SaaS PSA Platform

  July 22, 2025

  Buyer

  Accelo, Bow River Capital, Level Equity

  Target

  Forecast

  Industry

  Cloud & SaaS

  Location

  Greater Manchester, United Kingdom

  Type

  Buyout

  Accelo, a Denver-based cloud Professional Services Automation (PSA) provider, has acquired UK-based Forecast, an AI-powered project and resource management SaaS platform. The deal expands Accelo’s AI-driven planning and resource-optimization capabilities and strengthens its presence in the UK and European markets, backed by growth capital from Bow River Capital and support from Level Equity.

• Upshop Acquires Invafresh

  July 1, 2024

  Buyer

  Upshop, Level Equity

  Target

  Invafresh

  Seller

  Tailwind Capital

  Industry

  Cloud & SaaS

  Location

  Ontario, Canada

  Type

  Buyout

  Upshop has merged with Invafresh to create a combined global food retail platform that streamlines forecasting, ordering, production and inventory optimization for grocery retailers. Tailwind Capital will retain an equity stake in the combined company alongside Level Equity; financial terms were not disclosed.

• Aquiline Capital Partners and Level Equity Make Majority Investment in DocuPhase

  February 20, 2024

  Buyer

  Aquiline Capital Partners LP, Level Equity

  Target

  DocuPhase LLC

  Industry

  Cloud & SaaS

  Location

  Florida, United States

  Type

  Buyout

  Aquiline Capital Partners and Level Equity have made a majority investment in DocuPhase LLC, a Tampa-based provider of accounting and finance process automation software. The investment will fund product innovation, expansion of the product suite (including vendor payments), and continued organic growth across DocuPhase’s more than 1,200 customers.

• Level Equity Invests in Upshop; Prairie Capital Retains Minority Stake

  February 13, 2024

  Buyer

  Level Equity

  Target

  Upshop

  Seller

  Prairie Capital

  Industry

  Cloud & SaaS

  Location

  Texas, United States

  Type

  Recapitalization

  Level Equity has made a growth investment in Upshop, recapitalizing the business previously majority‑owned by Prairie Capital while Prairie and Upshop management retain significant ownership. Upshop is a SaaS store‑operations and omnichannel platform serving food retailers (150+ retailers and 30,000 stores); the investment will accelerate product innovation, technology investment, and the company’s total‑store operations strategy.

• Level Equity Recapitalizes TeamDynamix with K1 Rolling a Material Stake

  December 21, 2022

  Buyer

  Level Equity Management

  Target

  TeamDynamix

  Seller

  K1 Investment Management

  Industry

  Cloud & SaaS

  Location

  Ohio, United States

  Type

  Recapitalization

  Level Equity Management has made a majority investment in TeamDynamix, a Columbus-based provider of ITSM, PPM and iPaaS software, while existing investor K1 Investment Management exited but rolled a material portion of proceeds back into the business and will remain a significant equity holder. The recapitalization is intended to provide growth capital to accelerate product innovation and expand TeamDynamix's market share across industries such as financial services, healthcare and the public sector.

• Aquiline and Level Equity Recapitalize Planet DDS

  June 1, 2022

  Buyer

  Aquiline Capital Partners LLC, Level Equity Management, LLC

  Target

  Planet DDS

  Seller

  Level Equity Management, LLC

  Industry

  Dental

  Location

  California, United States

  Type

  Recapitalization

  Planet DDS, a provider of cloud-based dental practice management and imaging software, agreed to be recapitalized by Aquiline Capital Partners with existing investor Level Equity rolling a portion of its equity and investing additional capital. The recapitalization will fund Planet DDS's growth plans and accelerate product and market expansion; the transaction is expected to close in Q3 2022.

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