14
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0
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0
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1
Late stage
13y
Years active
Portfolio
6 investments · sorted by recency
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Board Member
Jun 2022
Summit Wash Holdings is an industry-leading, membership-focused car wash group with operations in Connecticut, New York, Nebraska, Kansas, and Florida. Summit, along with its car wash brands Russell Speeders and Waters car wash are driven by an unwavering focus on its employees and a commitment to providing industry-leading operational excellence through the use of its proprietary technology and process solutions. This culture of employee-centricity, operational excellence, and a dedication to delivering the best customer service in the industry has been cultivated over a 50-year operational history at Russell Speeders. The Summit team is dedicated to bringing this culture of excellence to even more communities.
Board Member
Dec 2021
Alpine Intel is dedicated to innovation across a broad range of property insurance intelligence – helping our customers reach peak performance throughout the policy life cycle. Through our operating brands, Donan, HVACi, and StrikeCheck, we are respected as the industry leader for our scale and our track record of conducting expert, specialized, and accurate investigations. Headquartered in Charlotte, North Carolina, our team of experienced professionals provides high-quality solutions nationwide. Our commitment to delivering actionable intelligence is the essence of Alpine Intel.
Alpine Intel. Decide Right.
Board Member
Oct 2020
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients.
At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. Thats why we offer a comprehensive suite of services that can be tailored to each clients specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success.
What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results.
At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive.
Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.
Board Member
Jun 2018
MAG Aerospace is a leader in providing and enabling real-time situational awareness to help its customers make the world smaller and safer. MAG delivers full spectrum C5ISR Services (integration, operations, training, and technical services) and full-spectrum joint domain command and control services with premier engineering & operational solutions around the world. For more information, visit www.magaero.com
Board Member
May 2017
Alight is a leading cloud-based human capital technology and services provider that powers confident health, wealth and wellbeing decisions for 36 million people and dependents. Our Alight Worklife® platform combines data and analytics with a simple, seamless user experience. Supported by our global delivery capabilities, Alight Worklife is transforming the employee experience for people around the world. With personalized, data-driven health, wealth, pay and wellbeing insights, Alight brings people the security of better outcomes and peace of mind throughout life’s big moments and most important decisions. Learn how Alight unlocks growth for organizations of all sizes at alight.com.
Board Member
Dec 2014
Amwins is the largest wholesale distributor of specialty insurance products and services in the U.S.
Amwins has expertise across a diversified mix of property, casualty, group benefits and reinsurance products. We also offer value-added services to support these products, including product development, underwriting, premium and claims administration and actuarial services.
Experience · 15 entries
All (15)
Investments (14)
Board (14)
2025
Board Member
Apr 2025
At Novacore, we’re transforming what it means to be an exceptional partner in specialty insurance.
Headquartered in Conshohocken, PA, Novacore operates across 11 U.S. offices with over 350 insurance professionals, leading the way in Property & Casualty, Accident & Health, Reinsurance, and through our retail agency, NSM Insurance Brokers.
Formerly the U.S. commercial division of NSM Insurance Group, Novacore has entered a bold new chapter — fueled by a single mission: to help our agent partners thrive.
With a portfolio of 15+ high-performing programs, a network of 20,000+ agents, and over $1.3B in premium, we deliver customized solutions for complex, hard-to-place risks. Our momentum is powered by continued investment in smart technology, real-time analytics and scalable operations — all designed to help agents quote faster, work smarter and grow stronger.
We bring 35 years of underwriting expertise, strong carrier partnerships and a reputation for outstanding service to every interaction. And while our name is new, our trusted team and unwavering commitment to agents remain unchanged.
Here’s what sets Novacore apart:
Faster, easier quoting
Streamlined workflows
Next-generation tools
Stronger support at every step
We proudly serve niche industries nationwide, including:
Addiction treatment & behavioral health
Coastal condos
Commercial & residential contractors
Employer stop loss & managed care
Facultative reinsurance
Habitational & community associations
Nonprofits & social services
Owner-operators & specialty transportation
Professional liability
School bus contractors
Sports & wellness
Staffing agencies
Towing & garage
Workers’ compensation
Board Member
Jan 2025
At Amerit, we have built our reputation of being the country’s most dependable, trustworthy and hard-working partner through our singular focus on doing one thing, and doing it better than anyone else- Fleet Maintenance and Repair Services.
Our renowned responsiveness, professionalism and customized service programs are fueled by our core values of partnership and integrity, coupled with our unrelenting drive to do whatever it takes to keep our clients’ fleets rolling.
With over 300,000 assets under contract and more than 2,500 highly skilled technicians and managers providing services at over 1,800 locations nationwide, Amerit Fleet Solutions is the go-to provider for the most complex and demanding fleets across the country, providing improved uptime, reliability and peace-of-mind.
2022
Board Member
Jun 2022
Summit Wash Holdings is an industry-leading, membership-focused car wash group with operations in Connecticut, New York, Nebraska, Kansas, and Florida. Summit, along with its car wash brands Russell Speeders and Waters car wash are driven by an unwavering focus on its employees and a commitment to providing industry-leading operational excellence through the use of its proprietary technology and process solutions. This culture of employee-centricity, operational excellence, and a dedication to delivering the best customer service in the industry has been cultivated over a 50-year operational history at Russell Speeders. The Summit team is dedicated to bringing this culture of excellence to even more communities.
2021
Board Member
Dec 2021
Alpine Intel is dedicated to innovation across a broad range of property insurance intelligence – helping our customers reach peak performance throughout the policy life cycle. Through our operating brands, Donan, HVACi, and StrikeCheck, we are respected as the industry leader for our scale and our track record of conducting expert, specialized, and accurate investigations. Headquartered in Charlotte, North Carolina, our team of experienced professionals provides high-quality solutions nationwide. Our commitment to delivering actionable intelligence is the essence of Alpine Intel.
Alpine Intel. Decide Right.
H
Board Member
Oct 2021
Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $12.5 billion for over 3000 client relationships nationwide.
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Investment activity
2013–2025 · 14 investments
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