For over 10 years, OpenGate Capital’s experienced team of investment and operating professionals have successfully created long-term partnerships with lower middle-market software and technology-enabled services businesses.

Our Areas of Focus Within Technology Include:

  • Application Software
  • Infrastructure Software
  • Tech-Enabled Services
  • FinTech
  • Healthcare IT

Value Creation Strategies:

Our Technology Team specializes in identifying, partnering, and investing in software and tech-enabled opportunities while providing ongoing value creation through the following strategies:

  • Sales and Marketing Optimization
  • Product Development Best Practices
  • Strategic and Technology-Driven M&A
  • Revenue Model or Product Mix Transitions

Preferred Investment Characteristics:

  • Recurring, reoccurring, or predictable revenue streams
  • Mission critical, “sticky” solution offerings
  • $10-150 million of revenue
  • Sustainable competitive advantages
  • Diversified and / or long standing customer base with room for further penetration
  • Experienced management team
  • Current or near-term visibility to positive cash flows

Transaction Types:

We embrace complex situations and provide highly flexible capital to address a diverse range of deal types, including:

  • Acquisitions and recapitalizations of founder-owned or closely-held private companies
  • Buyouts of business units or divisions from larger parent companies
  • Growth equity investments, with the ability to provide liquidity to dormant investors in existing capital structure
  • Buyouts of VC- or PE-backed businesses

Technology Case Study

Mersive Technologies

Mersive Technologies is a leading provider of wireless display and analytics software focused on conference and meeting spaces in the education and Fortune 500 markets.

ogx_cs_image

Technology Portfolio Companies