Participated · Equity · Mar 2026

Founded in 2015, Los Angeles-based Create Music Group operates as an owner-operator and strategic partner to culturally influential independent labels, catalogs and creative businesses. The company rolls up specialist music assets such as broke., Monstercat, !K7 Music, Cr2 Records and Mau5trap onto a unified platform that provides technology, data, marketing and capital. Create deploys significant capital—over $500 million in the last 12 months alone—for acquisitions, advances and growth initiatives, most recently investing more than $300 million to take a stake in Nettwerk Music Group. Its platform preserves each label’s creative autonomy while leveraging centralized scale and analytics to drive global reach. Management positions the business as the definitive platform for music and media entrepreneurs in an era of rapid change in consumption channels. The newly raised funds will accelerate further M&A, technology development and international expansion. The company was valued at $2.2 billion in its latest round and remains majority-owned by its founders.

Led · Equity · Oct 2024

Founded in 2022, Duetti partners with independent artists, songwriters, and other music creators to unlock the value of their music catalogs through flexible capital solutions and operational support. The company acquires portions of master recording and publishing rights and then boosts catalog performance through playlisting, remix production, sync licensing, and customized marketing programs. To date, Duetti has worked with more than 1,100 creators across 40+ countries and now closes 80+ catalog deals each month—over 2.5× its pace a year ago. Its 65-person team operates across New York City, Los Angeles, Miami, Nashville, London, and Rio de Janeiro. The firm maintains a playlist network of 3,000+ playlists with 5+ million followers and releases 60+ remixes per quarter, supporting over 200 tailored artist marketing programs in 2025. Including the latest raise, Duetti has secured more than $635 million in funding, with over $100 million of that in equity, enabling continued expansion of its technology, marketing services, and global footprint.

Led · Equity · May 2023

SageSure operates a proprietary online quoting and binding platform and uses sophisticated risk modeling and scoring technology to underwrite coastal residential and commercial property insurance. The firm offers more than 50 competitively priced insurance products across 14 coastal states on behalf of carrier partners. SageSure serves nearly 400,000 policyholders and has more than $1 billion of inforce premium. The company says the recent capital will be deployed to support growth and create additional underwriting capacity for its carrier partners and producers in a challenging catastrophe market. Leadership describes the business as capital-efficient and intends to use the investment to expand distribution and strengthen its technology and underwriting capabilities. SageSure was launched in 2009. SageSure is a managing general underwriter based in Jersey City, NJ, specializing in coastal residential and commercial property insurance on behalf of carrier partners. Led by CEO Terrence McLean and launched in 2009, the company offers more than 50 insurance products across 14 coastal states via an online quoting and binding platform. SageSure uses risk modeling and scoring technology to support its underwriting. The company serves nearly 400,000 policyholders and has more than $1 billion of inforce premium. The firm secured a $50M expanded revolving credit facility to support a captive reinsurance vehicle and increase underwriting capacity. The facility will also support quota-share capacity with Anchor Re on behalf of SageSure's carrier partners and was provided by Wintrust Financial Corporation. SageSure is a technology-driven managing general underwriter that specializes in coastal residential property markets and is led by CEO Terry McLean. The company offers more than 50 competitively priced insurance products across 14 coastal states on behalf of carrier partners and distributes through a network of insurance producers and brokers. Since its founding in 2005, SageSure has grown its written premium to over $800 million this year, having more than tripled premium since 2017. It serves more than 400,000 policyholders. The company raised a $125M syndicated bank facility led by Citizens with joint lead arrangers ING Group, BMO Harris and East West Bank. The financing will enable SageSure to continue growth across its existing 14-state footprint.

Led · Equity · Aug 2021

PayFacto provides integrated payment processing technologies and hospitality POS solutions, including its VelPay all-in-one payment and POS product, a proprietary payment gateway, and SaaS point-of-sale technology. The company serves over 30,000 merchants across Canada, the U.S., and the U.K., supported locally by hundreds of distributors and resellers. PayFacto recently acquired the Maitre’D and Veloce POS software systems and plans to launch a new cloud-based POS system. Management, led by President and CEO Martin Leroux, intends to use new capital to expand in the U.S., leveraging an acquiring bank partnership with Community Federal Savings Bank. The company also plans to enhance its suite of payment products and pursue further acquisitions. Headquartered in Montreal, PayFacto operates in Canada, the United States, and the United Kingdom.