Tracked deals
56
56 tracked deals across 2018-2026.
Private Equity Firm
Software
Serent Capital
Austin, Texas, United States
Founded in 2008, Serent Capital partners with bootstrapped founders of B2B software and tech-enabled services companies to build category-defining businesses. Provides flexible capital and differentiated support through a 25+ person Growth Team of specialized operators to help companies scale and thrive.
- Focus Areas
- B2B software, Tech-enabled services
- Website
- serentcapital.com
Recent pace
4
4 tracked deals announced in the last 12 months.
Deal mix
Growth capital
29 growth capital · 22 addon · 5 buyout
Serent Capital Acquisition Volume by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 56 tracked deals for Serent Capital.
-
April 27, 2026
- Buyer
- Serent Capital, Balance Point Capital Advisors, LLC (affiliated funds: Balance Point Capital Partners VI, L.P. and Balance Point Capital Partners VII, L.P.)
- Target
- The Edge
- Seller
- Dick Abbott (founder)
- Industry
- Cloud & SaaS
- Location
- Connecticut, United States
- Type
- Buyout
Balance Point Capital Advisors (along with its affiliated funds) is investing in The Edge in connection with the acquisition of the company by Serent Capital. The deal also includes the appointment of Josh Brenner as CEO, with founder Dick Abbott set to retire after nearly 25 years.
-
March 6, 2026
- Buyer
- Serent Capital
- Target
- Saisystems Health
- Industry
- Healthcare Services
- Location
- Connecticut, United States
- Type
- Growth capital
Saisystems Health, a provider of end-to-end revenue cycle management (RCM) and electronic health record (EHR) solutions for skilled nursing facility providers, announced an investment from Serent Capital. The growth-focused private equity firm’s funding is intended to accelerate Saisystems’ AI-driven automation roadmap and expand go-to-market capabilities for its vertically tailored post-acute care platform.
-
March 6, 2026
- Buyer
- Serent Capital
- Target
- Autire (Autire Technologies, LLC)
- Industry
- Cloud & SaaS
- Location
- Texas, United States
- Type
- Growth capital
Serent Capital, a growth-focused private equity firm, announced an investment in Autire, a cloud-based and AI-powered software platform that supports CPA firms conducting employee benefit plan (EBP) audits. Autire’s platform standardizes workflows and automates parts of retirement plan audit work (including 401(k), 403(b), and ESOP audits). Terms and round size were not disclosed.
-
October 14, 2025
- Buyer
- Serent Capital
- Target
- Edulog
- Industry
- Software
- Location
- Montana, United States
- Type
- Growth capital
Edulog, a Missoula-based provider of K-12 student transportation software, received a strategic growth investment from Serent Capital to accelerate development of its cloud-native Athena platform and expand its reach across U.S. and Canadian school districts. As part of the partnership, Perry Turbes will join Edulog’s board through Serent’s OED program and Macquarie Capital served as exclusive financial advisor; terms were not disclosed.
-
August 5, 2025
- Buyer
- LLR Partners, Serent Capital
- Target
- ePayPolicy
- Industry
- Payments & Fintech
- Location
- Texas, United States
- Type
- Growth capital
LLR Partners has made a strategic growth investment in ePayPolicy, joining existing investor Serent Capital to support the company’s next stage of product and go-to-market expansion. The capital will be used to accelerate product innovation, bolster sales and customer support, and continue organizational buildout to better serve insurance industry customers.
-
April 29, 2025
- Buyer
- Serent Capital
- Target
- PlotBox
- Industry
- Cloud & SaaS
- Location
- United Kingdom
- Type
- Growth capital
Serent Capital, a growth-focused private equity firm, has made a strategic growth investment in PlotBox, a cloud-based provider of cemetery, crematory, and funeral home management software. The capital will be used to accelerate product innovation, expand customer support, and grow PlotBox’s global footprint across North America, the UK, Ireland, and APAC.
-
September 20, 2024
- Buyer
- KEV Group, Serent Capital
- Target
- Gray Step Software
- Industry
- Education
- Location
- California, United States
- Type
- Addon
KEV Group, backed by Serent Capital, has acquired California-based Gray Step Software, a provider of web-based accounting and fundraising solutions for K-12 student bodies, boosters, and PTAs. The add-on strengthens KEV's leadership in school activity fund management software across North America and expands its product portfolio and customer reach.
-
June 12, 2024
- Buyer
- Serent Capital
- Target
- HarperDB
- Industry
- Cloud & SaaS
- Location
- Colorado, United States
- Type
- Growth capital
HarperDB, a distributed systems database platform, has received a significant growth investment from Serent Capital to support product and go-to-market scaling. Serent — a growth-focused private equity firm — will provide hands-on operational resources to help HarperDB expand its infrastructure software and cloud offerings.
-
May 14, 2024
- Buyer
- CallRevu, Serent Capital
- Target
- TotalCX
- Industry
- Cloud & SaaS
- Location
- Texas, United States
- Type
- Addon
CallRevu, a market leader in automotive communication intelligence, has acquired TotalCX, a call management platform and hosted PBX provider. The deal — supported by Serent Capital — expands CallRevu's telephony and CX capabilities to better serve automotive dealerships and accelerate product innovation.
-
- Buyer
- Serent Capital
- Target
- Medical Informatics Engineering
- Industry
- Cloud & SaaS
- Location
- Indiana, United States
- Type
- Growth capital
Serent Capital has made a growth investment in Medical Informatics Engineering (MIE) to support expansion of MIE's Enterprise Health occupational health software platform. The capital and partnership will be used to scale go-to-market efforts, enhance product capabilities, and accelerate growth across healthcare, corporate, university and government end markets.
-
April 10, 2024
- Buyer
- Serent Capital
- Target
- Traumasoft
- Industry
- Cloud & SaaS
- Location
- Michigan, United States
- Type
- Growth capital
Serent Capital has made a growth investment in Traumasoft, a cloud-based EMS software provider. The capital will support expansion of Traumasoft’s integrated EMS platform, strengthen customer experience, and scale sales and marketing efforts.
-
November 29, 2023
- Buyer
- ParentSquare, Serent Capital
- Target
- Remind
- Industry
- Education
- Location
- California, United States
- Type
- Addon
Serent-backed ParentSquare has acquired Remind and will combine the two K‑12 communication platforms under the ParentSquare name to expand school‑home engagement tools. The deal, which closed in November, will keep Remind’s products and free teacher messaging while discontinuing Remind Tutoring; financial terms were not disclosed.
Related Acquisition Pages
Cloud & SaaS Buyers & Acquisitions
25 tracked deals by Serent Capital.
Education Buyers & Acquisitions
12 tracked deals by Serent Capital.
Healthcare Services Buyers & Acquisitions
6 tracked deals by Serent Capital.
Software Buyers & Acquisitions
6 tracked deals by Serent Capital.
Acquisitions in Texas
9 tracked deals by Serent Capital.
Acquisitions in California
8 tracked deals by Serent Capital.
Acquisitions in New York
5 tracked deals by Serent Capital.
Acquisitions in Colorado
4 tracked deals by Serent Capital.
Selling a company? Get in front of buyers like Serent Capital
Turn tracked acquisition activity into an outreach-ready buyer list.