18
Total investments
0
Early stage
3
Mid stage
1
Late stage
21y
Years active
Portfolio
8 investments · sorted by recency
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Mid stage
Late stage
Board Member
Dec 2024
Nimble Gravity is an international team of outdoor enthusiasts, adrenaline seekers, and growth hackers. We love solving hard problems and believe the right data can transform and propel growth for any organization. We leverage business acumen, data acquisition and engineering and AI/ML tools to generate impactful insights. We’ve built eCommerce operations that range from start-up to over $2B per year. We have the expertise and experience to make your web presence and eCommerce operations faster, bigger, and more profitable.
Board Member
Dec 2023
World-class Salesforce implementation, data migration, process optimization, tool integration, and data sourcing / enrichment services to boost your revenue teams.
Investor
Jun 2018
Talage is the submission management platform for commercial insurance facilitating digital distribution, efficiency, growth, and digital transformation.
Investor
Apr 2015
Lightower is now part of Crown Castle.
We are proud to be part of Crown Castle and give our customers access to a comprehensive portfolio of communications infrastructure—backed by the strength and stability of an S&P 500 company. Crown Castle has a long history of building and operating network infrastructure around the country. Our customers are already benefiting from greater flexibility for end-to-end solutions. Please visit and follow our Crown Castle page to see how we’re continuing to serve our customers in new ways.
Board Member
Jul 2013
We've merged! Join us on our new LinkedIn page, Allied Universal!
Allied Universal was formed in August 2016, through the merger of AlliedBarton Security Services and Universal Services of America. This brought together two industry leaders, combining best practices, experience and expertise to provide even greater support to clients and employees.
Board Observer
Aug 2012
In 2021, Velocity Technology Solutions was acquired by Navisite, a modern managed cloud service provider committed to accelerating IT transformation for thousands of growing and established global brands. With this acquisition, Navisite enhances its position as a leader of managed cloud and enterprise resource planning services for mid-market and enterprise customers.
Investor
Jul 2005
As of March 13, 2015. Presidio has purchased all assets related to the IPLogic integration practice that includes: maintenance contracts, hardware sales, and professional services. The transaction provides an opportunity to leverage the depth and breadth of resources of one of the largest solution providers in the country with a local delivery model committed to our clients and community.
Experience · 22 entries
All (22)
Investments (18)
Board (8)
2025
Board Member
Jan 2025
Insero is a Rochester-based accounting and advisory firm with a unique focus on people. Insero’s purpose is to make a difference in people’s lives, including employees, clients, and community members. This focus, along with valuing success, integrity, accountability and innovation, is how Insero redefines the experience of working with an accounting firm beyond industry standards.
“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.
Insero provides a variety of professional services including recruiting, executive search, audit, tax, accounting, and consulting services to government agencies, colleges and universities, nonprofit organizations and companies ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, distribution, high-tech, telecommunications, education, social services and real estate.
Insero has been repeatedly recognized as one of the Best Accounting Firms to Work For by Accounting Today and Best Companies Group as well as various local and state top workplace awards. At Insero youre not just a number, you are an individual with aspirations. We work with you to craft your career to match your interests and future plans. Give us a chance to show you why were different!
2024
Board Member
Dec 2024
Nimble Gravity is an international team of outdoor enthusiasts, adrenaline seekers, and growth hackers. We love solving hard problems and believe the right data can transform and propel growth for any organization. We leverage business acumen, data acquisition and engineering and AI/ML tools to generate impactful insights. We’ve built eCommerce operations that range from start-up to over $2B per year. We have the expertise and experience to make your web presence and eCommerce operations faster, bigger, and more profitable.
2023
Board Member
Dec 2023
World-class Salesforce implementation, data migration, process optimization, tool integration, and data sourcing / enrichment services to boost your revenue teams.
2022
Managing Director
Jul 2022
Rallyday Partners is a private investment firm investing our funds of $350M+ in AuM in lower-middle market growth companies with compelling secular trends, disruptive, scalable business models and audacious leadership.
We’re an investorship.
Our investments are relationship-based. We partner thoughtfully — only with those capable of elevating their industry—and leverage our know-how to accelerate the growth of organizations and the people in them.
We inspire teams and fortify dreams.
Each of our founding partners is driven by a need to inspire, because that’s what separates the average from the elite. With our first-hand experience and extensive network, we transform companies from the inside out, with long-term outcomes guiding our path forward.
We create more days worth celebrating.
We empower and support extraordinary companies and strong leaders to find their bigness and achieve their possible, so we can reach those pinnacle moments where we learn, build and grow together.
2019
Board Member
Aug 2019
Benefit Resource, LLC provides dedicated pre-tax account administration and COBRA services nationwide to over 3,500 employers, ranging from small businesses to Fortune 100 companies. Benefit Resource pioneered paperless card technology and continues to lead the industry with a one-card solution for FSA, HRA, HSA, and Parking/Mass Transit plan administration, online enrollment and account management to simplify Human Resource involvement, and mobile balance and receipt applications to provide added convenience to participants.
The Beniversal® and eTRAC® BRilliant Prepaid Mastercard are issued by The Bancorp Bank pursuant to a license by Mastercard International Incorporated. Mastercard is a registered trademark of Mastercard International Incorporated. Card accepted at qualified merchants accepting Debit Mastercard. The Bancorp Bank; Member FDIC.
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Investment activity
2005–2025 · 18 investments
Recent (last 2 years)Earlier
