Led · Preferred · Jun 2026

Behavox offers a unified controls framework that unites communications surveillance (Quantum), trade surveillance (Polaris), regulatory data retention (Intelligent Archive), and policy management (Pathfinder) on a single AI-native platform. The company introduced Polaris in 2025 as a next-generation trade surveillance product spanning all 10 major asset classes and designed to operate independently or alongside Quantum. Behavox reported pipeline growth of more than 80% year-to-date and said its customer base grew 86% to more than 100 major financial institutions across five continents. Behavox has been profitable since 2023 and used profitability to reinvest in R&D, product expansion, and global market growth. The business grew approximately sevenfold since SoftBank's $100 million investment in 2020. Behavox was founded in 2014 and is headquartered in London, with offices in North America, EMEA, and APAC.

Participated · Equity · Mar 2024

Equinox Group operates a portfolio of lifestyle brands including Equinox, Equinox Hotels, SoulCycle, Blink Fitness and E by Equinox, focused on high-performance luxury living. The company currently operates 107 clubs globally and reports a pipeline of more than 25 new locations across major markets. Revenue increased 27% in 2023 and member engagement reached the highest level on record. Equinox is positioning to accelerate growth through new club openings, scaling its luxury experience, and launching new innovative offerings. To support those plans and to refinance maturing loans, the company secured significant new capital and a new credit facility. Its stated mission is to grow disruptive lifestyle brands at the convergence of fitness, experiences, and community. Equinox is a NYC-based high-performance lifestyle brand operating upscale, full-service fitness clubs and an integrated suite of programs, services and products. Its offerings include strength and cardio training, studio classes, personal training, spa services, apparel and food/juice bars. The company operates 89 clubs across U.S. cities including New York, Los Angeles, San Francisco, Miami, Chicago, Boston, Dallas, Houston and Washington, DC, as well as international locations in London, Toronto and Vancouver. Led by Executive Chairman and Managing Partner Harvey Spevak, Equinox received a minority investment from L Catterton. The terms of the transaction were not disclosed. The company said it will use the funds to continue its expansion in the U.S. and internationally.

Led · Equity · Jan 2023

Yesway is a multi-branded convenience-store operator led by CEO Tom Trkla, operating primarily under the Yesway and Allsup’s brands. The company differentiates its sites through a leading foodservice offering (notably Allsup’s deep-fried burrito), a wide variety of grocery items, and private-label products. Yesway operates 428 stores across Texas, New Mexico, South Dakota, Iowa, Kansas, Missouri, Wyoming, Oklahoma, and Nebraska, serving rural and suburban markets in the Midwest and Southwest. In 2022 the company completed construction of 17 new stores and 21 raze-and-rebuild projects. Given the success of those projects, Yesway plans to construct 28 additional new stores in 2023, the majority of which will be funded using proceeds from the new equity. Financially, the company raised $190M in new equity financing to support its growth plans. Yesway operates a portfolio of convenience stores, including the 304-store Allsup’s chain. The company raised an additional $235M in equity funding to support its operations and growth plans. It intends to use the capital to fund an extensive raze-and-rebuild and store remodel campaign across the portfolio and to pursue complementary acquisitions to expand the Yesway/Allsup’s brand presence. Brookwood Financial Partners served as the sole private placement agent for the offering. To date Brookwood has raised over $642M in equity capital for its Yesway affiliate and arranged over $237M in sale-leaseback proceeds. Led by Chairman and CEO Tom Trkla, Yesway currently operates 402 stores and plans to grow to over 500 convenience stores in selected U.S. regions over the next several years.

Participated · Equity · May 2022

SimpliSafe is a Boston, MA-based provider of home security solutions that now protect millions of people. Led by CEO Christian Cerda, the company sells home security products and recently launched a Wireless Outdoor Camera. It has created an owned-and-operated professional monitoring center in Richmond, Virginia. Last year SimpliSafe surpassed its projection of $400 million in annualized recurring revenue. The company raised over USD200M to invest in its workforce, technology and professional-monitoring capabilities and to refinance existing facilities. SimpliSafe said it will use the proceeds to hire across the business and to improve its monitoring and technology offerings. SimpliSafe offers a self-installable, under-$300 home security system that can be purchased without a contract and includes professional monitoring. The company was founded in 2006 and has installed over 100,000 systems since its founding. SimpliSafe positions itself in the DIY home-security segment, targeting renters and lower-income consumers underserved by traditional providers. It leverages IoT and smart-home technologies to deliver lower-cost, easy-to-install alternatives to professionally installed systems. The broader DIY home-security market is projected by NextMarket Insights to reach $1.5 billion by 2020, indicating a sizable growth opportunity for companies like SimpliSafe. The company received a $57 million investment from Sequoia, reflecting venture interest in its business model and traction.

Led · Equity · Sep 2021

Saviynt offers a unified identity security platform that converges identity governance and administration (IGA), privileged access management (PAM), application access governance, identity security posture management, and access gateways for every type of identity—including emerging AI agents. The cloud-native system uses AI to automate onboarding, access reviews, provisioning, and deprovisioning, helping customers simplify compliance and reduce risk as they adopt AI-driven workflows. The company reports more than 600 enterprise customers worldwide, covering over 20% of the Fortune 100. Recent product extensions include dedicated modules for AI Agent Identity Management, Non-Human Identity Management, PAM, and ISPM, along with integrations with AWS, CrowdStrike, Zscaler, Wiz, and Cyera. The newly raised capital will accelerate product development, expand AI capabilities, and deepen partnerships with hyperscalers and service providers. Saviynt positions identity security as foundational infrastructure for organizations moving to cloud and AI environments.