Private Market Investments

---

SLACK is building a platform that connects teams with the apps, services, and resources they need to get work done. Launched in 2014, Slack is the fastest growing business application in history.  Slack is based in San Francisco, California, but maintains offices throughout the world.

Twelve Clans, Inc. exited its investment in Slack in early 2019.

SEARCH FUND PARTNERS (SFP) invests in small, profitable companies with $5 million to $30 million in revenue. They work with entrepreneurs to find, acquire and build successful businesses.

​

SFP builds on the proven success of the Search Fund model, where entrepreneurs are funded to unearth, acquire and manage a profitable micro-cap company. The firm’s focus is on well-managed companies with a history of profits and significant growth potential. Search Fund Partners is located in Menlo Park, California and is led by Dave Carver, Rich Kelley, Jim Edmunds and Todd Tracey.

In partnership with the SFP team, Twelve Clans, Inc. is invested in the following companies (thus far):

KIVUTO SOLUTIONS handles distribution and rights management of software and e-textbooks

Location: Ottawa, ON
Leadership: Jeff Blacklock and Carlos Meza

RECORD REPRODUCTION SERVICES (RRS) retrieves medical records from care facilities and delivers them to insurance companies 

Location: Philadelphia, PA

Leadership: Zack Perry

KANTOLA TRAINING SOLUTIONS produces workplace training courses largely focused on human resources issues

Location: Bay Area, CA

Leadership: Sarah Rowell and Scott Mackenzie

INFRASTRUCTURE MANAGEMENT SERVICES (IMS) surveys roads for local governments and creates plans for maintenance and upkeep

Location: Phoenix, AZ

Leadership: Derek Turner and Anthony Conyers

FINANCIAL INSURANCE MANAGEMENT CORPORATION (FIMC) provides roadside assistance and other insurance-like products through non-bank consumer lenders

Location: Sarasota, FL

Leadership: Brian Williams

XILTRIX provides 24/7 laboratory monitoring for high value life science assets

Location: San Diego, CA

Leadership: Moises Eilemberg

HEALTHMARK GROUP retrieves medical records from care facilities and delivers them to insurance companies

Location: Dallas, TX

Leadership: Bart Howe and Matt Howe

PARAGON LEGAL SERVICES provides outsourced legal talent to companies looking to manage their legal spending on a variable basis

Location: Bay Area, CA

Leadership: Jessica Markowitz and Trista Engel

AUTOMOTIVE BUSINESS SYSTEMS (ABS) provides aftermarket auto repair warranty, roadside assistance, and road hazard insurance

Location: Denver, CO

Leadership: Michael Cox

BRITISH AMERICAN TOOLING makes cutting dies and printing plates for the makers of specialty boxes.

Location: Orange County, CA and NJ

Leadership: Graham Butler and Calvin Portley

SCHOOL FAMILY MEDIA digitizes back to school shopping lists and licenses them to major consumer products companies so they can market their products to parents.

Location: Wrenthem, MA

Leadership: Brian Cabezud and Charles Field

AMERICAN VISION GROUP operates three eye care groups in South Florida, all offering surgical, diagnostics and medical services to eye patients. 

Location: Miami, FL

Leadership: Erick Laseca and Giovanni Barbat

PACIFIC FERTILITY CENTER provides medical fertility services and egg donor services to prospective parents. 

Location: Los Angeles, CA

Leadership: Brittany and Miles Collins

FAIRWINDS helps companies implement and manage Kubernetes technology, aimed at streamlining cloud software resource management. 

Location: Boston, MA

Leadership: Bill Ledingham

EPAC makes digitally printed flexible packaging for small and medium regional packaged goods brands.

Location: Boston, MA

Leadership: Tim Novak 

DR SNIP is a vasectomy clinic specializing in no-needle, no-scapel procedures

Location: Seattle, WA

Leadership: Shrikesh Majithia

EGENUITY provides POS systems for the car wash, quick lube and automotive repair industries

Location: Monroe, IN

Leadership: Keegan Dum

REDLINE provides lot service photography, digital marketing and sofware solutions for automotive dealers

Location: Haddonfield, NJ

Leadership: Mike McGlade

STATPADS sells automatic external defibrillators (AEDs), related equipment and a software platform to manage the AEDs.

Location: Boise, ID

Leadership: Carl Dixon

WOLFER'S provides heating and air conditioning services

Location: Oregon

Leadership: Collin Hathaway

PEERLESS EVENTS & TENTS provides tent and party rentals

Location: Dallas, Austin, San Antonio and Houston, TX

Leadership: Will Wright

P4G CAPITAL MANAGEMENT invests in business services, manufacturing and industrial companies between $20 million and $150 million in revenue. P4G focuses on companies located in the western half of the United States.

P4G Capital is based in San Francisco, CA and is led by Rachel Lehman, Hugh Browne and Ben Siebach.

ESTANCIA CAPITAL MANAGEMENT is building a diversified portfolio of Institutional Asset Management, Wealth Management, Product Distribution and related Business Service companies.

Estancia is based in Scottsdale, AZ and Philadelphia, PA and is led by Michael Mendez, Takashi Moriuchi and Danny Kang.

In partnership with the Estancia team, Twelve Clans, Inc. is invested in the following companies (thus far):

NORTH SQUARE INVESTMENTS (NSI) is an independent, multi-boutique investment firm dedicated to vetting and delivering differentiated active investment strategies to the market.

Location: Chicago, IL

Leadership: Mark Goodwin

PMA FINANCIAL (PMA) is a premier full-service provider of comprehensive financial and advisory services to municipalities, school districts and other local government entities.

Location: Naperville, IL

Leadership: James Davis