Overview
Full-service specialty investment firm and broker-dealer.
Founded
1902
Deals ยท 12mo
0
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
KeyCare | Jan 2023Participated | $27 MSeries A | |
Validic | Nov 2022Participated | $12 MOther Equity | |
TSOLife | Oct 2022Participated | $9 MSeries A | |
Payactiv | Aug 2020Participated | $100 MSeries C | |
AVIA | Oct 2019Participated | $22 MOther Equity | |
Caremerge | Jul 2016Participated | $14 MOther Equity | |
KeyCare | Jan 2023Participated | $27 MSeries A | |
Validic | Nov 2022Participated | $12 MOther Equity | |
TSOLife | Oct 2022Participated | $9 MSeries A | |
Payactiv | Aug 2020Participated | $100 MSeries C | |
AVIA | Oct 2019Participated | $22 MOther Equity | |
Caremerge | Jul 2016Participated | $14 MOther Equity |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Series A | 0 | 2 |
| Series C+ | 0 | 1 |
| Other Equity | 0 | 3 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Jul '16 | 1 |
| Aug '16 | 0 |
| Sep '16 | 0 |
| Oct '16 | 0 |
| Nov '16 | 0 |
| Dec '16 | 0 |
| Jan '17 | 0 |
| Feb '17 | 0 |
| Mar '17 | 0 |
| Apr '17 | 0 |
| May '17 | 0 |
| Jun '17 | 0 |
| Jul '17 | 0 |
| Aug '17 | 0 |
| Sep '17 | 0 |
| Oct '17 | 0 |
| Nov '17 | 0 |
| Dec '17 | 0 |
| Jan '18 | 0 |
| Feb '18 | 0 |
| Mar '18 | 0 |
| Apr '18 | 0 |
| May '18 | 0 |
| Jun '18 | 0 |
| Jul '18 | 0 |
| Aug '18 | 0 |
| Sep '18 | 0 |
| Oct '18 | 0 |
| Nov '18 | 0 |
| Dec '18 | 0 |
| Jan '19 | 0 |
| Feb '19 | 0 |
| Mar '19 | 0 |
| Apr '19 | 0 |
| May '19 | 0 |
| Jun '19 | 0 |
| Jul '19 | 0 |
| Aug '19 | 0 |
| Sep '19 | 0 |
| Oct '19 | 1 |
| Nov '19 | 0 |
| Dec '19 | 0 |
| Jan '20 | 0 |
| Feb '20 | 0 |
| Mar '20 | 0 |
| Apr '20 | 0 |
| May '20 | 0 |
| Jun '20 | 0 |
| Jul '20 | 0 |
| Aug '20 | 1 |
| Sep '20 | 0 |
| Oct '20 | 0 |
| Nov '20 | 0 |
| Dec '20 | 0 |
| Jan '21 | 0 |
| Feb '21 | 0 |
| Mar '21 | 0 |
| Apr '21 | 0 |
| May '21 | 0 |
| Jun '21 | 0 |
| Jul '21 | 0 |
| Aug '21 | 0 |
| Sep '21 | 0 |
| Oct '21 | 0 |
| Nov '21 | 0 |
| Dec '21 | 0 |
| Jan '22 | 0 |
| Feb '22 | 0 |
| Mar '22 | 0 |
| Apr '22 | 0 |
| May '22 | 0 |
| Jun '22 | 0 |
| Jul '22 | 0 |
| Aug '22 | 0 |
| Sep '22 | 0 |
| Oct '22 | 1 |
| Nov '22 | 1 |
| Dec '22 | 0 |
| Jan '23 | 1 |
| Feb '23 | 0 |
| Mar '23 | 0 |
| Apr '23 | 0 |
| May '23 | 0 |
| Jun '23 | 0 |
| Jul '23 | 0 |
| Aug '23 | 0 |
| Sep '23 | 0 |
| Oct '23 | 0 |
| Nov '23 | 0 |
| Dec '23 | 0 |
| Jan '24 | 0 |
| Feb '24 | 0 |
| Mar '24 | 0 |
| Apr '24 | 0 |
| May '24 | 0 |
| Jun '24 | 0 |
| Jul '24 | 0 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 0 |
| Dec '24 | 0 |
| Jan '25 | 0 |
| Feb '25 | 0 |
| Mar '25 | 0 |
| Apr '25 | 0 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 0 |
| Oct '25 | 0 |
| Nov '25 | 0 |
| Dec '25 | 0 |
| Jan '26 | 0 |
| Feb '26 | 0 |
| Mar '26 | 0 |
| Apr '26 | 0 |
| May '26 | 0 |
| Jun '26 | 0 |
| Jul '26 | 0 |
| Aug '26 | 0 |
| Sep '26 | 0 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| Health & Life Sciences | 6 |
| Enterprise Software | 2 |
| Professional Services | 2 |
| Consumer & Lifestyle | 1 |
| Networks, Cloud & Communication | 1 |
| Hardware & Robotics | 1 |
| Fintech | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 0 |
| $5M-$10M | 1 |
| $10M-$25M | 3 |
| $25M-$50M | 1 |
| $50M-$100M | 0 |
| $100M-$250M | 1 |
| $250M-$500M | 0 |
| $500M-$1B | 0 |
| $1B+ | 0 |
Deals By Geography
Top 1 of 1 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 6 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| 8VC | 1 |
| Arkin Digital Health | 1 |
| Arsenal Venture Partners | 1 |
| Bold Capital | 1 |
| Cambia Health Solutions | 1 |
| Cedars-Sinai Medical Center | 1 |
| Christiana Care Health System | 1 |
| Eldridge | 1 |
| First Trust Capital Partners | 1 |
| Formation Capital | 1 |
| GE Ventures | 1 |
| Generation Partners | 1 |
| Generator Ventures | 1 |
| Gore Range Capital | 1 |
| Green Park & Golf Ventures | 1 |
| Greycroft | 1 |
| Inception Health | 1 |
| Insight Partners | 1 |
| Kaiser Permanente Ventures | 1 |
| LRVHealth | 1 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 0 | 0% |
| Participating | 6 | 100% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 0 | 0% |
| Co-led | 0 | 0% |
Lead dynamics requires at least one led deal in this range
Team
Managing Director
Chief Marketing Officer
President, CEO, and Head of Investment Banking
Managing Director
VP of the Senior Housing & Care Finance Practice
Director | Head of Principal Investing & Fund Management Full-time
COO, Senior Housing & Care Finance
Managing Director
