EXITED
COMPANY NAME

Coronis Health

INDUSTRY

Healthcare IT - Revenue Cycle Management

LOCATIONS

Baltimore, MD; Detroit, MI; Chandigarh, India

WEBSITE

www.coronishealth.com

EXITED

Coronis Health

With offices in both the US and India, Coronis Health provides Revenue Cycle Management (RCM) services to healthcare practices in the US.

Building A Market Leader

Brook Partner, Walter Beinecke chairs the Board and played a key role managing the spin-out of Coronis Health from Software Unlimited, and along with the Brook team, is leading the corporate development and acquisitive growth program which is a core component of the Company’s growth strategy.

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EXITED
COMPANY NAME

D2 Hawkeye

INDUSTRY

Healthcare IT – Healthcare Analytics

LOCATIONS

Boston, MA

EXITED

Verisk Health

D2 Hawkeye developed data systems for decision support and quality analysis for commercial health plans.

BUILDING A MARKET LEADER

Brook was one of the first institutional investors in Doctor Driven Systems, which was renamed D2 Hawkeye. Brook was involved in the critical formation stage of the business where D2 was one of the first to approach the health system with data analytics. The Company was successfully sold to what is now Verisk Health, where the products continue to advance the data analysis field in the healthcare arena.

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EXITED
COMPANY NAME

Interwoven

INDUSTRY

Tech-Enabled Services – Software Configuration

LOCATIONS

Boston MA, San Jose, CA

EXITED

IPO; NASDAQ IWOV – Now a division of Hewlett-Packard

Interwoven provides software management configuration and content management systems.

BUILDING A MARKET LEADER

Brook was one of the first institutional investors in Lexington Software Associates which merged with Interwoven a year after our original investment and went public the following year. Brook sold its position in a secondary public offering at over 10x invested capital. Interwoven was public until purchased by Autonomy, and in turn HP in 2009, today its products are offered under HP Marketing Optimization.

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EXITED
COMPANY NAME

Spectral Dimensions

INDUSTRY

Healthcare IT – Imaging Software

LOCATIONS

Greater Washington, DC

EXITED

Malvern Instruments / Spectris

Spectral Dimensions provides chemical imaging software for sample analysis in pharmaceutical, industrial and academic settings.

BUILDING A MARKET LEADER

Brook was one of the first institutional investors in Spectral Dimensions leading the initial syndicate. Brook worked closely with the business to develop their strategy and staffing plan. Spectral Dimensions was sold to Malvern, a UK based company specializing in particle characterization.

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EXITED
COMPANY NAME

Union Biometrica

INDUSTRY

Healthcare IT – Flow Cytometry

LOCATIONS

Boston, MA

WEBSITE

www.unionbio.com

EXITED

Harvard BioSciences

Union Biometrica has a proprietary system for sorting microscopic objects based on fluorescent parameters for drug discovery.

BUILDING A MARKET LEADER

Brook was an early stage investor in Union Biometrica and was active in evaluating and hiring several key hires for the Company. Union Biometrica invented novel technology to aid in identifying genes used in disease relevance and drug discovery. The business was successfully sold to Harvard Biosciences.

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EXITED
COMPANY NAME

Universal Software

INDUSTRY

Tech-Enabled Services – Outsourced IT Services

LOCATIONS

Chelmsford, MA

WEBSITE

www.universal-sw.com

EXITED

Management Buyout

Universal Software provides outsourced IT services for managed computing and software development.

BUILDING A MARKET LEADER

Brook was the first institutional investor in Universal Software providing expansion stage capital for the business to increase its employee and customer base. After successfully scaling the enterprise, and preferring to stay a closely held private business, management bought out the Brook position.

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EXITED
COMPANY NAME

Farm Market iD

INDUSTRY

Database/Marketing Technology - US Agricultural Industry

LOCATIONS

Chicago, IL; Springfield, VA

WEBSITE

www.farmmarketid.com

EXITED

Farm Market iD

FarmMarket iD provides the most accurate geospatial farm data and agricultural data used by agri-marketers associated with precision farming.

Steve Rao

"Farm Market iD has been the leader in agriculture data for more than four decades. Our services are built on the foundation of our databases which contain detailed information on the farms, fields and growers of over 93% of all of the production farm land in the United States. On top of this proprietary database FMiD developed web-based software to contextualize the data so that agriculture businesses can answer the many pressing questions that plague the industry."

BUILDING A MARKET LEADER

Brook led the acquisition of the Company in 2008 and has played an instrumental Board role in recruiting senior management including the CEO and has worked with management to build the sales and marketing plan.

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EXITED
COMPANY NAME

Arigo G360

INDUSTRY

Tech-Enabled Services

LOCATIONS

Acton, MA; Suzhou, China

WEBSITE

www.g360link.com

EXITED

Arigo G360

G360 is an innovative technology company with a platform that addresses vendor compliance, trade compliance, and complex data.

Bill Ren

"For organizations seeking to improve operational efficiency and performance, G360 develops scalable products that provide just-in-time analytics based on top issues, risks and operational details for business users."

BUILDING A MARKET LEADER

Brook has worked closely with Management to build the Board and recruit the current CEO who has successfully managed the Company to profitability. Brook continues to support the Company to build out growth initiatives.

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COMPANY NAME

Allegiance Software

INDUSTRY

Marketing Technology - Non-profit Fundraising

LOCATIONS

Fargo, ND and Portsmouth, NH

WEBSITE

www.allegiancefundraising.com/

Allegiance Software develops Fundraising CRM Solutions for Public and Faith Based Broadcasters as well as Underwriting Support and Traffic for Non-Commercial Radio Broadcasters.

Rich Aukland

"Allegiance Software has been dedicated to the non-profit broadcasting space since 1978 and our Solutions are built specifically for public and faith based broadcasters. Our solutions and team members enable Development Managers with the tools and resources to increase both productivity and return on investment - which means more net revenue to support their mission-driven efforts."

BUILDING A MARKET LEADER

Brook has brought its expertise in marketing technology and non-profit fundraising to the Board and management team. Along with working closely with management to build an effective sales and marketing strategy, Brook has helped the company develop a focused approach to expand the product into other profitable verticals.

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EXITED
COMPANY NAME

Software Unlimited

INDUSTRY

Healthcare IT

LOCATIONS

Baltimore, MD; Detroit, MI; Chandigarh, India

EXITED

Centrex

Software Unlimited provides best-in-class, SaaS-based, fully integrated Electronic Health Record (EHR) and Practice Management (PM) software to healthcare practices nationwide.

Building a Market Leader

Brook Partner, Walter Beinecke chaired the board and had an active role locating and acquiring SUI in December 2010; and subsequently locating, negotiating, financing, and closing three acquisitions, growing the revenue base by over 5x in four years prior to an exit in 2015.

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EXITED
COMPANY NAME

HistoRX

INDUSTRY

Healthcare IT - Diagnostics

LOCATIONS

New Haven, CT

EXITED

Novartis (Genoptix)

HistoRx built predictive companion diagnostic tests that rapidly identify, validate and spatially map proteomic biomarkers, and diseases in tissue samples.

BUILDING A MARKET LEADER

Brook was the lead investor in HistoRx and helped build a business around commercializing a technology originally developed at Yale Medical School. Brook helped the business grow its technology portfolio and revenue base, and managed the M&A process leading to the Company’s purchase by Genoptix, a division of Novartis, in 2012. The business’ novel biomarkers continue to help today’s physicians diagnose and create better care regimens, primarily in the oncology market.

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EXITED
COMPANY NAME

Mobile Medical International Corporation

INDUSTRY

Healthcare IT - Medical Device Manufacturing

LOCATIONS

St. Johnsbury, VT

WEBSITE

www.mmicglobal.com/

EXITED

MMIC

Mobile Medical manufactures mobile surgical units for commercial, military, and disaster response applications.

Building a Market Leader

Brook has participated on the Board and as a key investor to help develop and refine the Company’s strategy with a key focus on building the leasing/recurring revenue model which is central to the Company’s plan.

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EXITED
COMPANY NAME

AHP Billing

INDUSTRY

Healthcare IT - Revenue Cycle Management

LOCATIONS

Falmouth, ME

EXITED

Advantage HealthCare Solutions

AHP Billing Services provides revenue cycle management services for health care practices in the United States.

Building a Market Leader

Brook partner, Walter Beinecke managed the spin-out of AHP Billing from Anodyne Health Partners immediately prior to Anodyne’s acquisition by Athena Health. Walter and the Brook team were actively involved in helping the Company accelerate its organic growth, rapidly growing its revenue and employee base leading to an exit in 2010.

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COMPANY NAME

Orbis Technologies, Inc.

INDUSTRY

Software

LOCATIONS

Annapolis, Md; Philadelphia, PA; Orlando, FL; Chennai, India

WEBSITE

www.orbistechnologies.com/home

For over a decade Orbis Technologies, Inc. has been a leader in building and deploying mission critical content and information management solutions. Beginning as a DoD software solution provider in 2006, Orbis continues to expand market presence to Fortune 500 businesses, Federal agencies, and global publishers and media companies

Brian Ippolitto

“Our disciplined approach to software solutions and product development has afforded us the opportunity to work with premier clients around the world. We firmly believe in structured software solution development methodologies and hold ourselves to the highest standards to deliver quality products, services, and solutions that fully meet or exceed our customer requirements. “

BUILDING A MARKET LEADER

Brook has worked closely with the founders of Orbis to jumpstart several key growth initiatives including negotiating and financing the acquisition of DocZone and developing a strategy to open the Company’s first off-shore office in India. Furthermore, Brook has worked closely with the Company to build a data driven approach to sales and marketing and help the Company track sales and marketing performance. Brook continues to play a leading role in corporate development by identifying acquisition and partnering opportunities worldwide.

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EXITED
COMPANY NAME

Verge Health

INDUSTRY

HealthCare IT – Hospital Systems Software

LOCATIONS

Charleston S.C.

WEBSITE

www.vergehealth.com

EXITED

October 21, 2020

Verge Solutions offers SaaS solutions that automate and streamline complex administrative processes in the hospital system.

Mark Crockett, M.D.

“Verge Solutions delivers the premier Enterprise Risk and Safety Management Platform for 800 hospitals, offering a secure workspace and workflow for high-risk/high-liability data through a single login.”

BUILDING A MARKET LEADER

Brook’s original investment was in Peminic Inc., and Brook was instrumental in the merger of Verge Solutions & Peminic, taking the formers name. Since the merger Brook has aided in helping Verge dramatically increase its footprint in the hospital system.

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COMPANY NAME

Cole Information

INDUSTRY

Tech-Enabled Services

LOCATIONS

Omaha, NE

WEBSITE

www.coleinformation.com/

Cole offers a suite of subscription based lead generation online platforms to small businesses in real estate, insurance, and homes services industries built upon extraordinary vertical market expertise and a focus on delivering actionable hyperlocal sales leads.

Jim Eggleston

"Cole Information has carved out an exciting niche in the SMB space by leveraging an incredibly strong brand, exceptional customer relationships, easy-to-use online interface and a robust nationwide consumer database. "

BUILDING A MARKET LEADER

Cole provides hyperlocal sales leads and customer acquisition solutions for small and medium sized business. Cole offers subscriptions to its proprietary online platforms and mobile application solution to industries including Real Estate, Insurance, Home Services, Government & Public Safety and more. Brook will be working closely with the management team to build an effective sales engine to drive growth in Cole’s premium lead products. Brook will also help Cole diversify into other verticals with new product solutions and acquisition opportunities.

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COMPANY NAME

Medicus IT

INDUSTRY

Healthcare IT

LOCATIONS

Alpharetta, GA

WEBSITE

medicusit.com/

Medicus manages IT infrastructure (physical and virtual) along with security and disaster recovery, HIPAA policies such as encryption and reporting, mobile device management, and overall end user support for healthcare practices in the US.

Chris Jann

"Medicus IT is the leading Healthcare IT support provider in the Southeast. We advise our clients in Healthcare on how to establish secure, compliant, and efficient IT solutions while working alongside them to help manage daily IT operations to increase the overall efficiency and stability of their practice."

BUILDING A MARKET LEADER

Brook assisted the management team in building a detailed plan to expand the company’s sales and marketing capabilities and capitalize on the strong growth opportunity. Brook provides CFO services and has helped identify the companies first VP of Sales and Director of Finance and Operations.

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COMPANY NAME

LearnWell

INDUSTRY

Education Services

LOCATIONS

Plymouth, MA

WEBSITE

www.learnwelleducation.com

LearnWell is the national leader in providing hospital tutoring and education programs to K-12 patients in behavioral health hospitals, eating disorder treatment centers, addiction treatment facilities, and children’s hospitals.

Dave Ramsden

"LearnWell has a unique value proposition that helps children, school districts and healthcare providers simultaneously. It is a mission driven business that positively impacts all of its partners."

LearnWell is a leading provider of outsourced, technology-enabled K-12 education programs for patients in Behavioral Health Centers, Hospitals and Home Bound programs. Brook will be working closely with the management team to build an effective sales engine to drive growth LearnWell’s primary markets as well as pioneering expansion into new states throughout the country. Brook will also help LearnWell diversify into other tangential market segments with new product solutions and acquisition opportunities.

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EXITED
COMPANY NAME

OnBoard Security

INDUSTRY

Tech-Enabled Services

LOCATIONS

Wilmington, MA

WEBSITE

https://www.onboardsecurity.com/

EXITED

OnBoard Security

For over 10 years, the world-renowned experts at OnBoard Security have been pioneering technologies that protect the Internet of Things, now and for the future. We address three significant challenges; ensuring the security and privacy of connected vehicles, making hardware roots of trust easy to use, and avoiding the existential threat from quantum computers to the integrity of the internet. OnBoard Security was created to help automotive and IoT organizations stay ahead of the curve through superior cybersecurity.

Peter Samson

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EXITED
COMPANY NAME

Laser Projection Technologies

INDUSTRY

Tech-Enabled Services – Laser Systems for Manufacturing

LOCATIONS

Londonderry, NH

EXITED

FARO Technologies

LPT offers an extensive line of laser projection and radar solutions for advanced composite manufacturing in the aircraft and marine industries.

Steve Kaufman

"Laser Projection Technologies (LPT) manufactures highly accurate, high-speed, long-range 3D laser projection and measurement systems designed for use in manufacturing applications requiring precise component alignment. The Company’s projectors produce a glowing template directly onto a work surface that operators may then use as a guide, making some conventional assembly methods obsolete. This system and method has been successfully implemented worldwide in a variety of industries, streamlining production and reducing costs in the fields of Aerospace, Automotive, Marine, Composites, and Heavy Equipment, amongst others."

BUILDING A MARKET LEADER

Brook was the first institutional investor in LPT and has helped the Company grow its product line and revenue base since our investment. LPT launched the LPT100 in 2015, the first rapid laser radar with true 3D measurement.

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EXITED
COMPANY NAME

Robbinskersten Direct

INDUSTRY

Database/Marketing Technology, Non-Profit Fundraising

LOCATIONS

Boston, Lincoln, Dallas

WEBSITE

rkdgroup.com/

EXITED

RKD Group

RobbinsKersten Direct is a multi-channel direct response fundraising agency serving nonprofit organizations exclusively.

Tim Kersten

“RobbinsKersten Direct strategizes, creates and deploys innovative multi-channel fundraising and marketing campaigns for more than 250 non-profit organizations nationally. Regardless of their mission — feeding hungry people, curing cancer, ending poverty, stopping animal cruelty or supporting America's veterans — RKD aims to raise maximum net revenue for clients online and through the mail, supported by advanced analytics and award-winning creative capabilities.”

BUILDING A MARKET LEADER

Brook was the first institutional capital helping spin out LW Robbins from WA Wilde Co. and has engaged in extensive M&A work on behalf of the Company, closing on two key acquisitions, Kersten Direct and Alpha Dog Marketing. The business re-branded as RobbinsKersten Direct, where Brook chairs the Board and has introduced the company to key hires including their current COO.

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EXITED
COMPANY NAME

PointCare

INDUSTRY

Healthcare IT – Diagnostics

LOCATIONS

Marlborough, MA

WEBSITE

www.pointcare.net

EXITED

PointCare

PointCare Technologies, Inc. is a medical diagnostics company that has developed technology for HIV/Aids patients.

BUILDING A MARKET LEADER

Brook was the first institutional capital in the company and has helped the business commercialize its proprietary platform which is FDA approved and delivers patient care monitoring to remote and disadvantaged areas throughout the world. The Company’s technology is mobile, does not require highly trained technicians, and the reagents are heat stable and do not require a cold chain.

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EXITED
COMPANY NAME

Anodyne

INDUSTRY

Healthcare IT - Hospital Systems Software

LOCATIONS

Atlanta, GA; Falmouth, ME

EXITED

Athena Health

Anodyne provides next-generation business intelligence software which helps large hospital systems optimize their billing and collections.

BUILDING A MARKET LEADER

Brook was the initial institutional investor in Anodyne, recruited and formed the investor syndicate, chaired the sales and marketing committee of the Board, and played an active role in developing the Company’s sales and marketing strategy. The business was successfully sold to Athena Health in 2009.

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COMPANY NAME

Apogee IT Services

INDUSTRY

Tech-Enabled Services – Managed IT

LOCATIONS

Pittsburgh PA, Boston MA

WEBSITE

www.apogeeitservices.com

Apogee is a leading provider of outsourced managed IT services for firms in the SMB market.

Michael Halperin

"Apogee IT Services helps organizations deliver better products and services to THEIR customers. Apogee's best-in-class IT support delivers better reliability and higher uptime so people can focus on their business – not their IT."

BUILDING A MARKET LEADER

Brook was the first institutional capital in what was PC Networks Services. Brook and Apogee CEO Michael Halperin had connected nine months prior to the investment in PCNS to search for platform in the managed IT space. Since closing the investment in PCNS with Michael, Brook sourced an acquisition in Boston (CMIT), and helped the combined company rebrand as Apogee. Brook provides CFO services for the Company.

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COMPANY NAME

Security Innovation

INDUSTRY

Tech-Enabled Services - Cyber Security

LOCATIONS

Boston, Seattle, Germany, India

WEBSITE

www.securityinnovation.com

Security Innovation is an application security software and services company helping some of the largest businesses manage security threats.

Ed Adams

“Security Innovation has been the trusted partner for cybersecurity risk analysis and mitigation for the world’s leading companies, recognized as a Leader in the Gartner Magic Quadrant for Security Awareness Computer-Based Training, Security Innovation is dedicated to securing and protecting sensitive data in the most challenging environments - automobiles, desktops, web applications, mobile devices and in the cloud.”

BUILDING A MARKET LEADER

Brook was the first institutional capital in Security Innovation, and has aided SI in transition from a services-centric business to a product business, and was instrumental in the acquisition of nTrue CryptoSystems, and Safelight Security. Brook has introduced the company to several key hires including the current CMO.

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EXITED
COMPANY NAME

Relevate

INDUSTRY

Database/Marketing Technology - Marketing Information Services

LOCATIONS

Springfield, VA

EXITED

DataMentors

Relevate provides a broad selection of marketing data services including data appending, data enhancement, and data enrichment services to improve and optimize direct marketing campaigns.

BUILDING A MARKET LEADER

Brook led the acquisition of the company in 2008, recruited and formed a syndicate of other institutional investors, recruited the senior management team, and played a hands-on role in the formation of the detailed sales and marketing strategy. The Company was sold to DataMentors in 2015 where they continue to provide innovative marketing technology and solutions.

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EXITED
COMPANY NAME

IMN

INDUSTRY

Database/Marketing Technology

LOCATIONS

Waltham, MA

WEBSITE

www.imninc.com

EXITED

North Bridge Growth Equity

IMN provides content-driven digital marketing solutions, including newsletters, social media and behavioral analytics for companies serious about effectively engaging customers and prospects.

BUILDING A MARKET LEADER

Brook Partner, Ned Williams, played an active role on the Board of IMN, often times augmenting management when required during the Company’s growth trajectory. Brook was successful in bringing on CEO Dave Fish who helped drive the Company to a successful exit to PE firm North Bridge.

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EXITED
COMPANY NAME

Texterity

INDUSTRY

Tech-Enabled Services – ePublishing services

LOCATIONS

Southborough, MA

WEBSITE

www.gtxcel.com

EXITED

GTxcel

Texterity's technologies convert print publications into digital formats accessible for web, syndication, and other purposes.

BUILDING A MARKET LEADER

Brook was integral in helping the company develop its sales and marketing efforts and in driving the Company to a strategic sale to West Coast Company Godengo. After the acquisition the combined businesses rebranded as GTexcel, and through the power of the combined technology the business provides a single platform for publishing magazine content to any digital output channel.

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EXITED
COMPANY NAME

SilverRail

INDUSTRY

Tech-Enabled Services - Travel Data Integration

LOCATIONS

Woburn, MA & London, England

WEBSITE

www.silverrailtech.com

EXITED

Expedia

The only Company to create normalized data for the global rail industry, SilverRail offers best-in-class technical solutions that help railways and travel distributors easily connect with each other.

Aaron Gowell

“Our mission at SilverRail Technologies is to make global rail content available, affordable and accessible. We have created the world's first unified platform for global rail - SilverCore, connecting global rail carriers with the worldwide ecosystem of travel distributors and managers. This is set to unlock the global rail renaissance and see rail reshape short and medium haul travel forever.”

BUILDING A MARKET LEADER

Ned Williams and CEO Aaron Gowell successfully spun out and capitalized the software from Wandrian Technologies to enable the recruitment of new management and over $50 million of new paid in capital. Brook was part of the original investment syndicate and has participated in every round since. This included the recruitment of several co-investors including Mithril Capital, Par Capital, Grand Banks Capital, Canaan Partners, and Sutter Hill Ventures.

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EXITED
COMPANY NAME

Certica

INDUSTRY

Tech-Enabled Services - Education Technology

LOCATIONS

Wakefield, MA

WEBSITE

www.certicasolutions.com

EXITED

Certica

Certica Solutions provides data compliance and accountability solutions for the K-12 education system.

Mark Rankovic

"Certica Solutions provides an education technology platform, along with content and data solutions which enable K-12 educators and administrators to improve instructional and organizational performance. Certica partners with a diverse network of education technology companies, publishers and assessment providers; and delivers solutions directly to over 500 school districts, charter schools and educational service agencies."

BUILDING A MARKET LEADER

Brook has identified and executed three strategic acquisitions on behalf of Certica, including Testwiz, NWEA Item Bank, and AB Solutions. Brook was integral to the recruitment of the Company’s COO, along with several Board members with deep industry expertise. These initiatives have allowed the Company to realize 10x top-line and bottom-line growth.

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EXITED
COMPANY NAME

V12 Data

INDUSTRY

Database/Marketing Technology – Data as a Service

LOCATIONS

Tampa, FL; Springfield, VA; Westmont, IL; Red Bank, NJ

WEBSITE

www.v12data.com

EXITED

V12 Data

V12 Data is a leading Data-as-a-Service company which helps businesses maximize customer value, reduce risk, and grow market share.

Anders Ekman

"As an industry-leader of Data-as-a-Service and Right Time Marketing solutions, DataMentors combines an integrated suite of robust data solutions, right time marketing technologies, and extensive analytics to power the right consumer connections at the right time and through the right channels."

BUILDING A MARKET LEADER

Throughout the history of Brook’s investment, Brook has successfully identified and brought on other growth-stage investors helping the company capitalize on acquisitions and further accelerate growth. Brook was also successful in executing the acquisition of Relevate, a leading marketing information services provider. Since Brook’s investment, the Company has grown revenues 4x and is actively looking at bolt on acquisition opportunities.

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EXITED
COMPANY NAME

BabyEarth

INDUSTRY

Tech-Enabled Services - E-Commerce

LOCATIONS

Austin, TX

WEBSITE

www.babyearth.com

EXITED

BabyEarth

BabyEarth is a database driven online retailer providing infant and toddler care products.

Steve Steinberg

"BabyEarth aims to simplify life for parents by providing trusted brands, exclusive products and award-winning customer service. We know the learning curve for first-time parents is overwhelming, so our team is highly trained and focused on educating the consumer."

BUILDING A MARKET LEADER

Brook helped the business pivot once Amazon became a direct competitor in the baby products arena, helping the business focus on the categories where we had a distinct advantage, and utilizing its proprietary technology to reach consumers shopping through various channels. Brook’s original investment was in BabyAge.com. Brook helped facilitate the acquisition of BabyBearShop and the merger with Austin based retailer, BabyEarth.

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INDUSTRY

Healthcare IT – Medication Adherence

LOCATIONS

Tampa, Florida

WEBSITE

medicineontime.com/home/

Medicine-On-Time is a complete medication adherence solution providing compliance packaging and technology solutions to retail and closed door pharmacies.

Guy Bryant

"Medicine-On-Time enables community pharmacies and care givers to improve patient independence and quality of life through its medication adherence solution and easy to use color coded calendar cards."

BUILDING A MARKET LEADER

Brook led the first round of institutional capital in Medicine-On-Time with HealthEdge Investment Partners and Eagle Private Capital in 2015. Brook built the growth plan with management and fellow investors, which has more than doubled the team in the first six months. Brook provides CFO services to the Company and introduced MOT to their new CTO.

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EXITED
COMPANY NAME

Reveal

INDUSTRY

Healthcare IT – Data Analytics for Health Systems

LOCATIONS

Brookfield, Wisconsin

WEBSITE

https://www.tcreveal.com/

EXITED

Reveal

Tricast has developed the first real-time pharmacy benefit data monitoring and analytics solution targeting compliance with CMS regulations and a reduction of fraud, waste and abuse.

Dan Piessens

BUILDING A MARKET LEADER

Brook led the first round of institutional capital in Tricast with Blue Heron Capital in 2015. Brook has worked with management to help build the growth plan to capture the large market opportunity and provides CFO services to the Company.

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EXITED
COMPANY NAME

Intac International

INDUSTRY

Tech-Enabled Services – Field Service Software

LOCATIONS

Boston, MA

WEBSITE

www.intacinternational.com

EXITED

Intac (Wintac) is an industry leading field service software company focused on small and medium businesses in the HVAC, plumbing, and electrical spaces.

Henry White

"Wintac is the best-selling field service software to the SMB market, helping more than 60,000 users and 8,000 companies run their businesses efficiently."

BUILDING A MARKET LEADER

Brook was the first institutional capital in Intac in 2012. Brook brought in CEO Henry White and CMO Seth Hauben at the time of our investment. Brook has worked with management to build the growth plan and serves as the CFO for the Company.

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EXITED
COMPANY NAME

Affordable Interior Systems

INDUSTRY

Tech Enabled Services – Light Manufacturing

LOCATIONS

Hudson, MA

WEBSITE

www.ais-inc.com

EXITED

Audax Group

AIS shook up the office furniture industry with their ability to manufacture high-end systems at competitive prices with an innovative process and product design.

BUILDING A MARKET LEADER

Brook was the first institutional capital in AIS and helped the business relocate to a state of the art facility to capture the ingenuity of the process AIS built. The business was successfully sold to the Audax Group, providing investors with an 11X return. AIS continues to be an innovator in the office furniture and ergonomics industry today.

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EXITED
COMPANY NAME

Atlas Water

INDUSTRY

Tech-Enabled Services – Water Systems

LOCATIONS

Boston, MA

EXITED

Quench USA

Atlas is a leader in water technology providing high quality reverse osmosis filtered water for office and industrial applications.

BUILDING A MARKET LEADER

Brook’s predecessor firm was the first institutional investor in Atlas Water helping the business grow from a small regional player to an advanced water technology and purification company serving industries from the office environment to the BioTech and pharmaceutical industries. Atlas was successfully sold for over 10x invested capital to Quench USA.

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COMPANY NAME

itrac LLC

INDUSTRY

Healthcare IT – Healthcare Analytics

LOCATIONS

Wakfield, MA; Tampa, FL; Eugene, OR; Portland, OR

WEBSITE

https://www.itracllc.com/index.html

In 1995, Tyson Steele and his wife, Gjusta Steele, created the nation’s first, full-service boutique marketing company for dentists in Eugene, Oregon. Our growth and success since then has been built on our founding principles of providing our clients with access to the expertise and tools they need to greatly impact the lives of themselves, their teams, and their patients.

Tyson Steele

Tyson Steele is an entrepreneur, investor, and business coach whose comprehensive approach to healthcare business development and marketing has transformed thousands of retail healthcare practices in the last 20 years.

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