Tracked deals
12
12 tracked deals across 2021-2026.
Private Equity Firm
Financial Services
LoneTree
New York, New York, United States
New York-based growth capital firm providing flexible capital, operational support, and M&A expertise to growing companies. LoneTree invests approximately $10 million to $75 million per transaction, with a focus on software, digital infrastructure, healthcare IT and services, business and consumer services, and financial technology and specialty finance.
- Focus Areas
- Private equity / growth capital, Investment management, Financial technology / specialty finance
- Website
- www.lonetreecap.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Growth capital
7 growth capital · 4 addon · 1 buyout
LoneTree Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
January 23, 2026
- Buyer
- LoneTree Capital
- Target
- Balena
- Industry
- Cloud & SaaS
- Location
- United States
- Type
- Growth capital
Balena, an IoT fleet management and edge computing platform, has secured a strategic growth investment from LoneTree Capital to accelerate its product roadmap, expand Edge AI capabilities, and bolster security and compliance features. Financial terms were not disclosed; Lincoln International served as Balena's financial advisor.
-
November 19, 2025
- Buyer
- LoneTree Capital
- Target
- Carson Living
- Industry
- Cloud & SaaS
- Location
- New York, United States
- Type
- Growth capital
LoneTree Capital has made a strategic growth investment in Carson Living, a New York City–based provider of integrated access control and resident engagement software for multifamily properties. The capital and operational support will accelerate product innovation and national expansion; Mike Devine, Rhett Lambert and Peter Bozian will join Carson's board. Terms of the deal were not disclosed.
-
- Buyer
- LoneTree Capital
- Target
- Northern Light Group
- Industry
- Cloud & SaaS
- Location
- Massachusetts, United States
- Type
- Growth capital
LoneTree Capital has made a $23 million growth investment in Boston-based Northern Light Group to accelerate product innovation and scale its enterprise knowledge management platform globally. As part of the investment, LoneTree partners Mike Devine, Rhett Lambert and Peter Bozian will join Northern Light's board; terms were not disclosed.
-
- Buyer
- LoneTree Capital, LLC
- Target
- Synergy Pet Group, Inc.
- Industry
- Veterinary
- Location
- New Jersey, United States
- Type
- Growth capital
Synergy Pet Group, a Lakewood, New Jersey–based provider of pet-related employee benefits, tech-enabled services, and veterinary software, received a minority growth investment from LoneTree Capital. LoneTree will support Synergy’s product rollouts, new business lines and strategic add-on activity, and Matt Koven will join Synergy’s board; terms were not disclosed.
-
March 1, 2023
- Buyer
- DocuPhase, LoneTree Capital
- Target
- iPayables
- Industry
- Software
- Location
- Utah, United States
- Type
- Addon
DocuPhase, a Tampa-based provider of document management and accounting automation and a portfolio company of LoneTree Capital, has acquired iPayables, an enterprise-focused accounts payable (AP) automation solution based in Utah. The acquisition expands DocuPhase's AP and payment automation capabilities, creates cross-sell opportunities into enterprise finance teams, and positions the combined offering as an end-to-end solution for the office of the CFO.
-
August 9, 2022
- Buyer
- DocuPhase, LoneTree
- Target
- Frevvo
- Industry
- Cloud & SaaS
- Location
- Connecticut, United States
- Type
- Addon
DocuPhase, a Tampa Bay-based provider of business process automation backed by LoneTree, has acquired Frevvo, a workflow automation and online forms company founded in 2008. The acquisition adds Frevvo's digital forms and signature capabilities to DocuPhase's platform to accelerate education market growth and enable payment collection via integrated forms.
-
May 18, 2022
- Buyer
- Education Advanced, Inc., Serent Capital, LoneTree Capital
- Target
- Standard for Success
- Industry
- Education
- Location
- Indiana, United States
- Type
- Addon
Education Advanced, Inc. (a Serent Capital portfolio company) has acquired Indiana-based Standard for Success, an education evaluation and feedback software provider. The deal expands EAI’s K-12 product suite—adding teacher evaluation, educator growth, graduation tracking and related subscription software—and increases combined reach to over 5 million students in more than 10,000 schools.
-
January 26, 2022
- Buyer
- LoneTree Capital
- Target
- OneReach.ai
- Industry
- AI & Machine Learning
- Location
- Colorado, United States
- Type
- Growth capital
LoneTree Capital, a New York-based growth capital firm, made a significant growth investment in OneReach.ai, a Denver-based conversational AI leader that offers a low-code/no-code platform for building voice and multichannel conversational applications. The capital will be used to accelerate product development, R&D and global market expansion while supporting OneReach.ai’s enterprise customers across financial services, retail, telecom and other verticals.
-
December 15, 2021
- Buyer
- LoneTree
- Target
- Safety Plus
- Industry
- Professional Services
- Location
- Alabama, United States
- Type
- Growth capital
LoneTree, a New York-based growth capital firm, announced a significant growth investment in Safety Plus, a Mobile, Alabama-based provider of safety management, contractor management, and compliance software and services. The investment will fund strategic growth initiatives, platform innovation, and enable Safety Plus to pursue strategic M&A while supporting continued headcount and customer growth.
-
- Buyer
- Serent Capital, LoneTree Capital
- Target
- Education Advanced, Inc.
- Industry
- Software
- Location
- Texas, United States
- Type
- Growth capital
Education Advanced, Inc. (EAI), a Tyler, Texas-based provider of operations management and workflow software for K-12 districts, received a significant growth investment from Serent Capital with LoneTree Capital joining the transaction. The funding will support product investment, strategic acquisitions, and geographic expansion as EAI scales its platform that serves more than 4 million students across 450 school districts.
-
- Buyer
- DocuPhase, LoneTree Capital
- Target
- Clearwater Payments
- Industry
- Payments & Fintech
- Location
- Texas, United States
- Type
- Addon
DocuPhase, a LoneTree Capital‑backed business process automation platform, has acquired Clearwater Payments, a Dallas‑based cloud electronic billing and payments provider. The add‑on expands DocuPhase’s AP/AR automation suite to deliver end‑to‑end accounts payable and receivable payment capabilities for enterprise clients in banking, insurance, and utilities.
-
February 2, 2021
- Buyer
- LoneTree Capital
- Target
- Angle Point Capital
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
LoneTree Capital announced a definitive agreement to acquire the assets of Angle Point Capital. Angle Point will continue operating under the LoneTree brand with its existing team and assets intact, while LoneTree intends to expand support to Angle Point’s portfolio companies and grow its footprint and network.
Related Acquisition Pages
Cloud & SaaS Buyers & Acquisitions
4 tracked deals by LoneTree.
Software Buyers & Acquisitions
2 tracked deals by LoneTree.
AI & Machine Learning Buyers & Acquisitions
1 tracked deal by LoneTree.
Education Buyers & Acquisitions
1 tracked deal by LoneTree.
Acquisitions in Texas
2 tracked deals by LoneTree.
Acquisitions in Alabama
1 tracked deal by LoneTree.
Acquisitions in Colorado
1 tracked deal by LoneTree.
Acquisitions in Connecticut
1 tracked deal by LoneTree.
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