Private Equity Firm Financial Services

TELEO Capital

Boise, Idaho, United States

TELEO Capital is a lower middle market private equity firm that invests in technology & software, healthcare IT, business services, and industrial sectors, emphasizing operational resources and execution for management teams. It is headquartered in Boise, Idaho with an additional office in Los Angeles, California.

Focus Areas
Private equity, Lower middle-market buyouts, Carve-outs

Tracked deals

19

19 tracked deals across 2019-2026.

Recent pace

2

2 tracked deals announced in the last 12 months.

Deal mix

Addon

8 addon · 7 buyout · 3 growth capital

TELEO Capital Acquisition Volume by Year

Last 7 years

Acquisition volume by year Annual acquisition counts for the last 7 years for TELEO Capital. 2 2019 2 2020 4 2021 5 2022 3 2023 2 2025 ~2 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

Showing the 12 most recent of 19 tracked deals for TELEO Capital.

  • Buyer
    TELEO Capital Management, LLC
    Target
    Modersys (fka SmartFactory Rx)
    Seller
    Applied Materials, Inc.
    Industry
    Software
    Type
    Buyout

    TELEO Capital Management acquired SmartFactory Rx, which has been rebranded as Modersys, from Applied Materials. Modersys is a pharmaceutical manufacturing intelligence platform that uses real-time analytics, AI/ML process intelligence, and advanced process control to help regulated life sciences manufacturers improve yield, reduce variability, and accelerate time to market.

  • Buyer
    Sharpen Technologies, Inc. (SharpenCX), TELEO Capital Management, LLC
    Target
    Ytel, Inc.
    Industry
    Cloud & SaaS
    Type
    Addon

    Sharpen Technologies (SharpenCX), a TELEO Capital portfolio company, has acquired cloud communications provider Ytel, combining Sharpen's AI-driven contact-center capabilities with Ytel's outbound CPaaS and carrier-grade messaging/voice infrastructure. The deal is an add-on acquisition aimed at creating a unified, AI-enhanced customer experience (CX) platform that supports inbound and outbound engagement at scale.

  • Buyer
    TELEO Capital Management, LLC
    Target
    SOFTRAX
    Seller
    TELUS Corporation
    Industry
    Cloud & SaaS
    Type
    Buyout

    TELEO Capital Management has acquired SOFTRAX, a Boise-based provider of cloud revenue management and billing software, from TELUS Corporation. TELEO says the investment will accelerate product innovation, integrate advanced analytics/AI capabilities, and support organic and strategic growth initiatives for SOFTRAX.

  • Buyer
    Sharpen Technologies Inc. (SharpenCX), TELEO Capital Management, LLC
    Target
    The Plum Group, Inc. (Plum Voice)
    Industry
    Cloud & SaaS
    Type
    Addon

    TELEO Capital-backed Sharpen Technologies (SharpenCX) has acquired The Plum Group, Inc. (Plum Voice), a provider of AI-driven voice-based customer interaction technology. The acquisition integrates Plum Voice's IVR, conversational AI and telecom capabilities into Sharpen's cloud contact center platform to strengthen its contact center offerings.

  • Buyer
    Wellcove by CHCS Services, Inc., TELEO Capital Management, LLC
    Target
    AssuriCare, LLC
    Type
    Addon

    Wellcove by CHCS Services, an existing portfolio company of TELEO Capital Management, has acquired AssuriCare, a Waltham, Massachusetts–based provider of electronic visit verification and nurse assessment software for the long-term care market. The add-on acquisition is intended to integrate AssuriCare’s EVV and assessment capabilities into Wellcove’s senior market administration platform to streamline claims processing and expand capabilities for payers, providers, and home care agencies.

  • Buyer
    SharpenCX, TELEO Capital Management, LLC
    Target
    Webtext
    Industry
    Cloud & SaaS
    Location
    Galway, Ireland
    Type
    Addon

    SharpenCX, a TELEO Capital-backed unified contact center platform, has acquired Webtext, an omnichannel messaging/CPaaS provider based in Galway, Ireland. The deal expands Sharpen's messaging and on‑premises contact center capabilities to deliver omnichannel engagement (messaging, webchat, social) and accelerate customers' digital transformation.

  • Buyer
    TELEO Capital Management, LLC
    Target
    Sharpen Technologies Inc. (SharpenCX)
    Industry
    Cloud & SaaS
    Type
    Buyout

    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.

  • Buyer
    Univeris, TELEO Capital Management, LLC
    Target
    TechRules S.A.
    Industry
    Cloud & SaaS
    Location
    Madrid, Spain
    Type
    Addon

    TELEO Capital announced that its portfolio company Univeris has acquired TechRules S.A. and will merge TechRules into the Univeris platform. The deal combines TechRules' front-office wealth management capabilities with Univeris' middle- and back-office functionality to create an end-to-end wealth management SaaS platform and expand Univeris' global footprint, particularly in North America.

  • Buyer
    Rand McNally, TELEO Capital Management, LLC
    Target
    Fleetsu Pty Ltd
    Industry
    Transportation
    Location
    Western Australia, Australia
    Type
    Addon

    Rand McNally, a TELEO Capital portfolio company, has acquired Fleetsu Pty Ltd, a Perth-based provider of cloud-based fleet telematics and data analytics. The acquisition integrates Fleetsu's platform and analytics into Rand McNally's fleet and connected-vehicle offerings to expand capabilities across commercial fleets, OEMs and rental operators.

  • Buyer
    TELEO Capital Management, LLC
    Target
    CHCS Services, Inc.
    Seller
    Capgemini America, Inc.
    Type
    Buyout

    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.

  • Buyer
    UMT360, TELEO Capital Management, LLC
    Target
    Western Principles Consulting, Inc.
    Industry
    Consulting
    Location
    British Columbia, Canada
    Type
    Addon

    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.

  • Buyer
    UMT360, TELEO Capital Management, LLC
    Target
    FIOS Insight LLC
    Industry
    Software
    Type
    Addon

    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.

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