2022 brought the expanded LLR team, our portfolio company leaders and our community face-to-face to learn, grow and create value, together.
We Grow Companies Every Day.
2022 Highlights.
Collaborating in-person with our portfolio company leaders, teammates and community, and expanding our value creation resources and initiatives, are a few highlights from 2022.
Thank you for partnering with us every step of the way.
Together, we grow companies every day.
6
new investments across our industry sectors
23
add-on acquisitions by LLR portfolio companies
4
portfolio company exits
500+
open positions at more than 50 portfolio companies listed on our new job board
1810
hours dedicated to DE&I learning initiatives and serving the community by LLR teammates
New Investments.
Platform Investments
Industrial door repair, maintenance and replacement services provider
Parking software and payments solutions
Transportation management for shippers, carriers and brokerages
Cloud-based software solutions for the clinical research industry
Managed mobility services for enterprise strategies
Clinical supply chain management software
Exits
Acquired by Equifax (NYSE:EFX)
Acquired by WellNow Urgent Care
Acquired by two private equity funds
Acquired by Wipro (NYSE:WIT)
Portfolio Add-Ons
Acquired Bellpark and Plantech Control Systems
Acquired two hospice and palliative care providers
Acquired OMEGA Technology and Community Bankers Merchant Services
Acquired TeamUp
Acquired SchoolInfoApp
Acquired Municipal Software
Acquired three optometry practices
Acquired CARE Services
Acquired Fuzse and Smarking
Acquired Complion
Acquired AMS Helix and Iconicx
Acquired four dermatology practices
Acquired APEX Anesthesia
New Team Members.
The LLR team continued to grow in 2022 with 27 team members added.
Jeremy Aidem
Senior Associate, FinTech
David Ancona-Cole
Director, FP&A
Drew Bernstein
Director, Revenue Operations
Devon Bembery
Senior Associate, Software
Wilder Brice
Analyst, Market Development
Steve Caggiano
Portfolio Transactions Counsel
Sarah Doughty
Director, Customer Success
Bence Fazekas
Analyst, Healthcare
Catie Fitzpatrick
Analyst, Market Development
Zack Hubbard
Senior Associate, Software
Claire King
Senior Associate, Value Creation
Kelli Lewis
Executive Assistant, Value Creation
Scott McAvoy
Associate, Healthcare
Jen Muller
Senior Associate, Human Capital
Pranit Nadipelli
Analyst, Software
Andrea Newbern
Staff Accountant
Grace Obeng
Associate, Business Development
Sahil Parikh
Analyst, Industrial Tech
Melissa Pernell
Director, Learning & Development
David Perron
Associate, Industrial Tech
Shelby Ragin
Analyst, FinTech
Michael Ragone
Staff Accountant
Tom Reinhart
Analyst, Market Development
Will Sadock
Senior Associate, Healthcare
Jacob Shiff
Analyst, Market Development
Justin Williams
Associate, Software
Colleen Young
Analyst, Human Capital
Team Promotions.
Congratulations to 24 members of the LLR team who earned promotions in 2022, includingRyan Goldenberg, Michael Pantilione and Zack Sigal who were promoted to Partner.
Read the press release
Danielle Attaie
Principal, Capital Markets
Melanie Blaine
Director, Human Capital
Julia Blake
Associate, Healthcare
Sara Coyne
Senior Associate, Market Development
Connor Crump
Vice President, FinTech
Jason Feldman
Fund Controller
Will Greenberg
Associate, Market Development
Kelsey Hahn
Associate, Industrial Tech
David Hessert
Senior Associate, FinTech
Oksana Kats
Senior Fund Controller
Joey Levine
Associate, FinTech
Sarah Long
Managing Director, Strategy
Matt Lowell
Managing Director, Strategy & Operations
Collin McKernan
Vice President, Software
Wes Middleton
Associate, Software
Tim Mounsey
Director, Market Development
Sam Musselman
Senior Associate, IT
Connor Shaw
Vice President, FinTech
Ousmane Sow
Analyst, Software
Ann Vuong
Director, Investor Relations
Alex Wang
Senior Associate, Strategy
Taylor Washington
Associate, Value Creation
Tyler Wincig
Associate, Healthcare
Rachel Wolfson
Senior Associate, Market Development
Michael Pantilione, Ryan Goldenberg and Zack Sigal are leaders of LLR’s Software, FinTech and Healthcare & Education private investment practices.
For the first time since 2019, LLR Collaborate brought 150+ of our portfolio leaders together in-person to expand their peer networks and share insights on growth, displaying the power of the LLR Community. Here are some the many topics they addressed.
Go-To-Market and Product Collaborate
Topics Included:
- Market Selection Strategy
- Product Roadmaps and Launches
- Optimizing Customer Acquisition
- Driving Customer Expansion
Get the top insights shared by Sales, Marketing and Product leaders
CEO & CFO Collaborate
Topics Included:
- Growth Hacking through a Downturn
- M&A Strategies and Sourcing
- Workplace Belonging and Culture
- Interpreting Your Marketing Spend
Read the most timely takeaways for CEOs and CFOs
Human Capital Collaborate
Topics Included:
- HR Strategic Planning
- Compensation Strategies
- Employee Onboarding
- Exit Preparedness
Discover new ideas and tools for employee retention
This year’s GrowthBits shared how our portfolio company leaders and LLR Value Creation team find focus and alignment, evaluate growth opportunities, introduce new products, and more. Here are our top-read GrowthBits of 2022.
#Leadership
/ ,
Founder’s Dilemma: Is Your Founder-Led Culture Getting in the Way of Growth?
#Strategy
/ ,
Going Beyond the Total Addressable Market to Evaluate New Growth Opportunities
#M&A
/ ,
#Product
/ ,
Framework for Building a Strategic Product Roadmap
For Buy-and-Build Strategies
Sara Coyne, LLR Partners
What to Know About Getting Acquired by a PE-backed Platform: Insights from 5 Leaders Who Have Been There
Learn More
Together, We Create Value.
LLR’s Value Creation Team doubled in size in 2022 and partnered with 44 portfolio companies on more than 460 projects. Here are some of the newest resources and initiatives helping our portfolio companies achieve their growth objectives.
Previous
Expertise added to the LLR Value Creation Team
- Strategic Planning and Analysis
- Human Capital and Recruiting
- Revenue Operations
- Customer Success
- Financial Planning and Analysis
- Add-On Transaction Support
- Learning and Development
Expertise added to the LLR Value Creation Team
New Ways to Access Talent
New Value Creation Initiatives
LLR in the Community and Beyond.
We are grateful for the opportunities we had to go into the Philadelphia community and commit our time and talents to serving others. This year we also took time to reconnect with our teammates near and far, as well as nurture the next generation of LLR talent.
ACHIEVEability Firmwide Day of Service
Philabundance Thanksgiving Food Drive
Broad Street Run for the American Cancer Society
ACHIEVEability Backpack Drive with Women of LLR
Annual Summer Analyst Program Participants
Honoring ACHIEVEability's 40 Year Anniversary
Disconnecting to Reconnect on our first firmwide retreat
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What's Next.
In 2023, our focus will continue to be working together with our portfolio companies, community and teammates to pursue strategic opportunities for growth. Here are ways to keep up with LLR and our companies’ insights throughout the year:
- Hear the best advice these leaders have ever been given
- Bookmark LLR’s Portfolio Job Board for new opportunities
- Subscribe to LLR News and GrowthBits
Partners.
