MicroEdge, LLC
www.microedge.com
MicroEdge, LLC (“MicroEdge”) is a leading provider of IT solutions to the grantmaking community, including private foundations, corporate philanthropy and employee giving programs, community foundations and various other giving organizations. The Company’s suite of products streamlines the full grantmaking lifecycle, from upfront submission through back-end evaluation and measurement, freeing up foundation staff to focus on issues more central to their organization’s mission. MicroEdge currently maintains an impressive market position among the largest independent and corporate foundations with approximately 80% of foundations with over $500 million in assets among their client roster. In addition, the Company’s FIMS solution is used by approximately 75% of the community foundation market.
Over the past 25 years, the Company has developed an established base of over 2,000 customers and over 14,000 registered users in the U.S. and Europe.
The company is headquartered in New York, NY.
Vista Foundation Fund I completed a buyout of MicroEdge in October of 2009.
MRI Software, LLC
www.mrisoftware.com.
MRI Software, LLC (“MRI”) is a leading provider of business management software solutions for real estate owners, operators and investors. MRI offers a complete end-to-end core solution that integrates all real estate operations including accounting, property management, investment analysis, and budgeting. The company’s solutions are offered in both a SaaS and on-premise delivery model and scale from the smallest to largest commercial (office, retail, and industrial), residential, and corporate real estate customers.
MRI was founded in 1971 as Management Reports Inc. Over the last four decades, the company has grown to be recognized as a leader in all market segments with an extensive customer base of over 1,400 businesses comprising more than 4,500 installations on five continents and in 41 countries.
The company is headquartered in Cleveland, OH with operations across North America, EMEA and APAC.
Vista Equity Partners Fund III completed a buyout of MRI (formerly the Intuit Real Estate Solutions business unit of Intuit Inc.) in January of 2010.
P2 Energy Solutions, Inc.
www.p2es.com
P2 Energy Solutions, Inc. (“P2ES”) is the leading software, data, auction and marketplace company focused exclusively on the oil and gas industry. The company offers comprehensive, integrated solutions and services specifically designed to help its clients more efficiently acquire, develop, manage, divest and account for oil and gas properties.
P2ES’s software products are the oil and gas industry’s most comprehensive source of asset management solutions meeting the financial, operational and data management needs of energy companies from private independents to supermajors. Its flagship software products include Enterprise Land, Enterprise Upstream, Excalibur and Qbyte. These software products are used by over 340 exploration and production (“E&P”) companies, including 70 percent of the top 25 public E&P companies and 80 percent of the top 50 Canadian oil & gas companies.
Tobin, P2ES’s data solutions, is the leading provider of spatial data, software and services to professionals responsible for managing land-based assets in a variety of industries including oil and gas, utilities, pipelines and government. The Tobin products are used by over 2,000 customers including over 70 percent of the top 50 public E&P companies.
Oil & Gas Asset Clearinghouse (“Clearinghouse”) is the premier provider of oil and gas property marketing and advisory services in North America for the upstream and midstream oil and gas industry. The Clearinghouse has a network of over 19,000 qualified buyers and sellers and has brokered over 25,000 property transactions valued at nearly $7 Billion since its inception in 1992.
The company is headquartered in Denver, CO with offices in Houston, San Antonio, Ft. Worth, Calgary and Dubai.
Vista Equity Partners Fund III completed a buyout of P2ES in June of 2008.
The Reynolds and Reynolds Company
www.reyrey.com
The Reynolds and Reynolds Company (“Reynolds & Reynolds”) delivers software solutions and services that support every aspect of automotive retailing. Serving dealers since 1927, it is a leading provider of dealer management systems and associated products and services. Reynolds & Reynolds enables automobile dealers to sell more cars and to improve customer service. The Company’s leadership is built on deep automotive industry experience, technological knowledge, and the unique ability to bring both together in solutions that connect car companies, automobile retailers, and consumers.
Vista Equity Fund II participated as the equity sponsor in a buyout of Reynolds & Reynolds in October of 2006.
SER Solutions
www.ser.com
SER Solutions, Inc. ("SER") delivered unsurpassed contact center management software solutions to support business activities such as planned and proactive customer care, telemarketing, collections, fundraising, emergency notifications and political calling. SER's solutions enabled enterprises to turn customers into loyal, long-term sources of recurring revenue by generating increased customer loyalty, expanding up-sell and cross-sell opportunities, maximizing agent productivity and reducing costs. The company was headquartered in Dulles, Virginia with operations in North America, Europe, and Asia Pacific.
Vista Equity Fund II acquired majority ownership of SER through two transactions in June of 2003 and July of 2004.
Jack Henry & Associates acquired SER’s Synergy division in December of 2004.
SER's Brainware division was spun-out to Vista Equity Fund II and management in February of 2006.
SER Solutions was acquired by the Gores Group in February of 2006.
Sirsi Corporation
www.sirsidynix.com
Sirsi Corporation (“SirsiDynix”) is the leading provider of software solutions and associated services for libraries of all types (academic, public, corporate, government, public/private K-12 schools and special). The Company’s Integrated Library Systems (“ILS”) automate and optimize the entire operation of a library as well as enhance a library’s ability to serve its users and community. In addition to its core ILS software, SirsiDynix offers other value-added products that help transform library technologies from staff-focused operational solutions to end-user focused solutions. Such solutions enable libraries to leverage their strong brands, presence within the community, and vast repositories of materials to remain a trusted and utilized destination for information and knowledge.
SirsiDynix has approximately 3,000 library and consortia customers which serve approximately 300 million people through more than 23,000 library outlets in the Americas, Europe, Africa, the Middle East, and Asia-Pacific.
The company is headquartered in Provo, UT with operations in Canada, EMEA and APAC.
Vista Equity Fund II completed a buyout of SirsiDynix in January of 2007.
SourceNet Solutions
www.sourcenetsolutions.com
SourceNet Solutions ("SourceNet") provided comprehensive business process outsourcing solutions for Finance and Accounting ("F&A") processes. The Company, founded in 1996 and headquartered in College Station, Texas, with operations centers in College Station and Reading, England, offered Fortune 1000 clients a complete outsourced solution for the various non-core F&A processes including Corporate Accounts Payable, Payroll and Energy/Utilities Payment and Information Management.
SourceNet’s client portfolio included leading Fortune 1000 companies including AT&T Wireless, TXU Energy Services, BNSF, Cemex, Rite Aid, Intersil, Unilever, Doane Pet Care, Tenneco Automotive, and Service Corporation International (SCI).
Vista Equity Fund II acquired majority ownershipl of SourceNet through a variety of transactions from 2000 to 2004.
SourceNet was acquired by Mellon Financial in December of 2004.
SRC Software
www.srcsoftware.com
SRC Software, Inc. ("SRC") was a leader in providing planning, budgeting and reporting solutions for mid-sized and large businesses. The company’s Performance Management software combined an Excel-based user interface with the power of a relational database. The company sold its software into a broad range of industries, with particular expertise in heath care and banking.
SRC was founded in 1984, and installed its first system in 1987. The corporate office was in Portland, Oregon, with additional sales offices throughout the United States, Europe and Asia. The company marketed its software through inside and outside sales, and strategic partners.
Vista Equity Fund II acquired majority ownership of SRC in May of 2002.
SRC was acquired by Business Objects in August of 2005 for approximately $100 million.
SumTotal Systems, Inc.
www.sumtotalsystems.com
SumTotal Systems, Inc. (“SumTotal”) is a leading provider of learning, performance, and talent management software solutions. The company provides an integrated suite of talent management applications which include learning management, performance management and compensation management. SumTotal’s solutions automate processes including aligning individuals’ goals with business objectives, developing the individual’s skills and competencies, assessing the individual’s performance, providing succession planning and setting compensation based on performance.
The company has more than 1,500 customers and 18 million users worldwide, including six of the world's ten biggest pharmaceutical makers, six of the ten largest automotive companies in the world, four of the five branches of the U.S. Armed Forces, three of the world's top five airlines, five of the six largest US commercial banks and two of the world's top five specialty retailers.
The company is headquartered in Mountain View, CA with operations across North America, EMEA and APAC.
Vista Equity Partners Fund III completed a buyout and take-private of SumTotal in July of 2009.
Sunquest Information Systems
www.sunquestinfo.com
Sunquest Information Systems, Inc. (“Sunquest”) is a leading provider of clinical and financial software solutions for the healthcare industry. The company designs, develops, and supports a comprehensive suite of information products for hospitals and commercial laboratories that include best-of-breed laboratory, radiology, and pharmacy software systems.
For over twenty-five years, the company has been dedicated to providing software solutions that enable quality patient care, clinical safety, and operational efficiencies. The Sunquest Laboratory™ system was recognized as "Best in KLAS" by the industry for the past three years. Sunquest’s solutions are deployed in over 1,200 U.S. hospitals and commercial laboratories and at over 60 customers in Canada, the UK, Western Europe, and the Middle-East.
The company is headquartered in Raleigh, NC with operations in Tucson, AZ and Bangalore, India.
Vista Equity Partners Fund III completed a buyout of Sunquest in October of 2007.
Surgical Information Systems
www.sisfirst.com
Surgical Information Systems, LLC (“SIS”) is a leading provider of integrated surgery management software solutions for the healthcare industry. The company provides solutions that empower operating rooms to address the most critical challenges facing hospital surgery departments today — patient safety and financial strength.
More than 250 hospitals, ranging in size from community hospitals to integrated delivery networks, benefit from SIS technology and services. From scheduling to clinical documentation to materials management, the SIS solution generates the information and the business processes that enable healthcare providers to improve efficiency and patient safety and to manage their surgery department as a business.
Founded in 1996 and headquartered in Alpharetta, GA, the company has operations in North America and India. SIS employs more than 200 professionals.
Vista Equity Fund II completed a management buyout of SIS in February of 2006.
Ventyx
www.ventyx.com
Ventyx, Inc. is a leading Service Delivery Management solution provider, helping clients in a broad array of industries optimize the management of their customers, workforce, spare parts inventory, tools and documentation in order to maximize performance and customer satisfaction while achieving significant cost savings. Its asset, workforce and customer management software products, professional services and hosted service offerings improve its clients' profitability by reducing costs, increasing capacity and competitiveness, improving service to their customers, facilitating billing for services and ensuring regulatory compliance.
Ventyx’s solutions have been purchased by more than 300 companies in more than 40 countries, representing diverse industries including utilities, telecommunications, government, education, transportation, facilities and property management, high tech, manufacturing, consumer packaged goods and more.
Ventyx has over 1,000 employees across North America, Europe and Asia. The company is headquartered in Atlanta, GA.
Vista Equity Fund II completed a buyout and take-private of MDSI Mobile Data Solutions, Inc. in September of 2005. In January of 2007, Vista Equity Fund II completed a buyout and take-private of Indus International and merged it with MDSI. The combined company was renamed Ventyx, Inc. in April of 2007.
In June of 2007, Ventyx acquired Global Energy Decisions, a leading provider of integrated resource planning and optimization, market analytics and generation management software, database and advisory solutions to the global energy supply chain. In August of 2007, Ventyx acquired New Energy Associates and merged it with its Global Energy Decisions division.
Zywave
www.zywave.com
Zywave, Inc. (“Zywave”) is a leading provider of software-as-a-service enterprise automation solutions for the employee benefits and property & casualty insurance distribution industry. The company’s solutions include technology-enabled content and communication, agency automation, and business intelligence and analytics, designed to help insurance brokers of all sizes gain profitable market share.
With nearly 1,000 customers including a majority of the Top 100 agencies, Zywave’s applications help brokers more easily and successfully sell and service new and existing customers while improving their agencies own internal productivity.
Founded in 1995, Zywave is headquartered in Milwaukee, WI.
Vista Equity Partners Fund III completed an investment in Zywave in November of 2008.
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