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HAPPY NEW YEAR FROM TELEO CAPITAL!


In 2023, TELEO Capital celebrated a year marked by significant achievements. The year was characterized by a focus on follow-on acquisitions, with the announcement of three new strategic investments, underscoring our commitment to our buy-and-build strategy. Furthermore, we announced the sale of our first portfolio company, UMT360, validating our investment thesis and operational capabilities. We welcomed seven new team members, enhancing our investment and operational team. Since our inception in 2018, we have completed a total of 10 platform investments and 7 follow-on acquisitions.

We are thankful to everyone who has contributed to our growth. We look forward to a great 2024.

Happy New Year,
TELEO Capital



Follow-on Acquisitions

Webtext

Based in Galway, Ireland, Webtext is a Communications Platform as a Service (CPaaS) solution providing turnkey enterprise messaging for contact centers.

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AssuriCare

Headquartered in Waltham, Massachusetts, AssuriCare offers a comprehensive suite of software tools to home care agencies, registries, and insurers.

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Plum Voice

Headquartered in Boston, Massachusetts, Plum Voice is dedicated to enhancing business communication by offering AI-powered programmable communications, including advanced Interactive Voice Response (IVR) systems and conversational AI.

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EXITS

UMT360

UMT360 provides both innovative technology and expert consulting solutions to help clients align the execution of projects, programs, IT assets, and product investments with their business strategy. The software extends and enhances Microsoft project online PPM software.

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TELEO WELCOMES SEVEN NEW TEAM MEMBERS

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George Minehart

Head of Talent Management

George’s primary responsibilities include developing and executing human capital strategies to support the growth and success of TELEO’s portfolio companies and the fund. Prior to joining TELEO's portfolio company Rand McNally, he was Director of Human Resources at EZLinks Golf, where he was part of the leadership team that navigated their sale to NBC Universal.

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Adam Settle

Operations Director

Adam Settle is an Operations Director at TELEO Capital. Adam’s primary responsibilities include advice and support on strategy execution and business process improvement for portfolio companies. Prior to joining TELEO, Adam served as the Chief Product Officer at Sharpen, a TELEO portfolio company, where he combined his training and product expertise to create better customer and employee experiences.

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Mary Lau

Operations Director

Mary Lau is a strategy and business development executive focused on helping technology companies navigate changing market dynamics, plot and execute strategy and set up business operations. She has held executive corporate development, business development, strategy and finance roles at SK telecom, Discovery Channel, Gemstar-TV Guide, and Ateliere Creative Technologies.

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Andie De Werd

Senior Associate

Andie’s primary responsibilities include deal qualification, due diligence, transaction support and execution, and portfolio monitoring. Prior to joining TELEO Capital, Andie worked as an Associate at Marlin Equity Partners, assisting with transactions across a number of software verticals.

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Matthew Farrow

Associate

Matthew's primary responsibilities include deal qualification, due diligence, transaction support and execution, and portfolio monitoring. Matthew earned a B.S. in Economics with concentrations in Finance and Business Analytics from the Wharton School of the University of Pennsylvania, where he graduated summa cum laude.

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David Mertz

Analyst

David's primary responsibilities include deal qualification and transaction support. Prior to joining TELEO, David worked as a summer intern at RCLCO Fund Advisors and was a swimmer at the University of Southern California, serving 2 years as Captain. David earned a B.A. in Economics with a minor in Business Finance from the University of Southern California.

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Grace Righton

Executive Assistant

Grace Righton is an Executive Assistant at TELEO Capital. Her main responsibility is providing administrative support to the executive committee. Prior to joining TELEO, Grace was an administrative assistant for three years at Boise State University. Grace earned a B.A. in Business Administration from Boise State University.

TELEO INVESTMENT CRITERIA

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ABOUT TELEO CAPITAL

TELEO Capital is a lower middle market private equity firm that looks to invest in opportunities where its strategic thought, operational resources and capital base empower management to perform and execute their business plan. TELEO brings asuccessful track record of executing corporate carve-outs, recapitalizing broken balance sheets, acquiring founder-owned companies, and implementing buy and build strategies for its portfolio companies. TELEO targets opportunities in the technology & software, healthcare IT, business services, and industrial sectors. The firm is headquartered in Boise, ID with an additional office in Los Angeles, CA.

Involved in Over
15
Acquisitions
Private Equity
25
+ Years of Experience
Involved in Over
15
Corporate carve-outs
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