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Serent Capital

Medium
Not on record · Founded 2008 · Website
Private EquityGrowth InvestmentMergers & AcquisitionsGo-to-Market strategyProduct & AI InnovationRecruiting & Org DesignB2B softwareTech-enabled servicesSaaSPaymentsEmbedded Finance
Last verified
11/2/2026

Firm Overview

83
Portfolio tracked
5
Sectors
0
Regions
11/2/2026
Last verified

Serent Capital is a private equity firm that partners with founders of B2B software and tech-enabled services companies. The firm provides flexible capital and operational support through a specialized growth team to help businesses scale.

Since 2008, Serent Capital has partnered with founders of B2B software and tech-enabled services companies. The firm provides flexible capital, hands-on AI expertise, and a 25+ person Growth Team of specialized operators to help scale businesses.

The firm's growth strategy focuses on several key areas including go-to-market expansion, product and AI innovation, recruiting and org design, and payments monetization. They also provide resources for sourcing, financing, and integrating accretive mergers and acquisitions.

Serent Capital manages approximately $7B in assets under management within the SaaS and tech-enabled services sectors. The firm has completed over 150 platform investments and add-ons over more than 18 years of partnering with founders.

Founded2008
StrategiesPrivate Equity, Growth Investment, Mergers & Acquisitions, Go-to-Market strategy, Product & AI Innovation, Recruiting & Org Design
Sector focusB2B software, Tech-enabled services, SaaS, Payments, Embedded Finance

Leadership

John Caselli
Partner
Catherine Allen
Director
Jason Fletcher
Operating Executive Director
Mike Metzger
Operating Executive Director
Brendan Reidy
Operating Executive Director
Perry Turbes
Operating Executive Director
Emerson Congleton
Senior Director
Cecily Coors
Associate Director
Ryan Dickson
Associate Director

Deals on record

1 on record in the index
Add-on

Aria Care Partners, a Serent Capital portfolio company, acquired Precision Mobile Care

2026-09-01
Source: pehub.com

Deals are listed only where a public source names both sides. Submit a correction.

Portfolio on record

Portfolio by sector
  • Healthcare24 of 83
  • Education12 of 83
  • Professional Services12 of 83
  • Financial Services9 of 83
  • Industrials9 of 83
  • Business Services6 of 83
  • B2B Software5 of 83
  • Consumer4 of 83
  • Unclassified2 of 83

83 portfolio companies on record in the index, grouped by sector hub.

Current and exited
Current: 48 of 83Exited: 35 of 83
Portfolio size among all firms

83 companies on record, more than 82% of the 405 firms in the index.

0885 companies (log scale)

Portfolio Companies

CompanySectorStatusWebsite
AActionstepProfessional ServicesCurrentNot on record
AAftermathProfessional ServicesExitedNot on record
AHApex HCMProfessional ServicesExitedNot on record
AArbiterEducationCurrentNot on record
ACAria Care PartnersHealthcareCurrentNot on record
AAutireProfessional ServicesCurrentNot on record
AAviontéProfessional ServicesCurrentNot on record
AMAxiom MedicalHealthcareExitedNot on record
BSBirchStreet SystemsHospitalityCurrentNot on record
BBook4TimeHospitalityExitedNot on record
BSBQE SoftwareIndustrialsCurrentNot on record
BBS&AGovernmentCurrentNot on record
BBuildertrendIndustrialsCurrentNot on record
BEBW Events TechHospitalityCurrentNot on record
CEC2 EducationEducationCurrentNot on record
CCallRevuRetailExitedNot on record
COCardon OutreachHealthcareExitedNot on record
CCCTHospitalityCurrentNot on record
CCoConstructIndustrialsExitedNot on record
CCommissions, Inc.Real EstateExitedNot on record
CCompeatHospitalityExitedNot on record
CCotalityIndustrialsCurrentNot on record
DDaviswareIndustrialsExitedNot on record
DMDiamond MindEducationExitedNot on record
DDIGARCEducationExitedNot on record
DDirectShiftsHealthcareCurrentNot on record
DDocutechFinancial MarketsExitedNot on record
DDuendeInformation TechnologyCurrentNot on record
DDyadFinancial MarketsCurrentNot on record
EAEducation AdvancedEducationCurrentNot on record
EEdulogEducationCurrentNot on record
EePayPolicyFinancial MarketsCurrentNot on record
EHEquinox HealthcareHealthcareExitedNot on record
EEZDERMHealthcareCurrentNot on record
FFinysFinancial MarketsCurrentNot on record
FDFirst DueGovernmentCurrentNot on record
FFranConnectHospitalityCurrentNot on record
GLGDS LinkFinancial MarketsCurrentNot on record
GGovWorxGovernmentCurrentNot on record
HHarperInformation TechnologyCurrentNot on record
IIntygralProfessional ServicesExitedNot on record
KKEV GroupEducationExitedNot on record
KKnowlandHospitalityExitedNot on record
KSKORE SoftwareHospitalityExitedNot on record
LLanternHealthcareCurrentNot on record
LLinkIt!EducationCurrentNot on record
LLMNIndustrialsExitedNot on record
MManageAmericaReal EstateCurrentNot on record
MIMedical Informatics EngineeringHealthcareCurrentNot on record
MNMercury NetworkFinancial MarketsExitedNot on record
MMeridianLinkFinancial MarketsExitedNot on record
MSMillennium Systems InternationalHospitalityCurrentNot on record
MMinuteKeyRetailExitedNot on record
MCModern CampusEducationExitedNot on record
MSMotility SoftwareProfessional ServicesExitedNot on record
NGNext Gear SolutionsIndustrialsExitedNot on record
Optimal Blue logoOptimal BlueFinancial MarketsExitedNot on record
PParentSquareEducationCurrentNot on record
PPaylianceFinancial MarketsCurrentNot on record
P2People 2.0Professional ServicesCurrentNot on record
PPhotoDayRetailCurrentNot on record
PPlotBoxProfessional ServicesCurrentNot on record
PSPondera SolutionsGovernmentExitedNot on record
PProcurement PartnersHealthcareCurrentNot on record
PHProfessional Health Care NetworkHealthcareExitedNot on record
PLProgress LearningEducationCurrentNot on record
QQuorumGovernmentExitedNot on record
RRaintreeHealthcareCurrentNot on record
RRealGREENIndustrialsExitedNot on record
RRestaurant365HospitalityCurrentNot on record
RRevinateHospitalityCurrentNot on record
SSSafety ServicesProfessional ServicesExitedNot on record
SHSaisystems HealthHealthcareCurrentNot on record
SSHRHospitalityExitedNot on record
SStockIQIndustrialsCurrentNot on record
SDStudio DesignerIndustrialsCurrentNot on record
TTalentWaveProfessional ServicesExitedNot on record
EThe EdgeProfessional ServicesCurrentNot on record
TTraumasoftGovernmentCurrentNot on record
TATricolor AutoRetailExitedNot on record
UAUnited Allergy ServicesHealthcareCurrentNot on record
WWorkWaveIndustrialsCurrentNot on record
ZZollegeEducationExitedNot on record

Source: https://serentcapital.com/portfolio/

Firms that also back Serent Capital's companies

Co-investor web
SerentCapitalAccel-KKRAccel-KKR: 1 shared companies on recordBain CapitalBain Capital: 1 shared companies on recordComvest PartnersComvest Partners: 1 shared companies on recordEQT PartnersEQT Partners: 1 shared companies on recordFrontier GrowthFrontier Growth: 1 shared companies on recordGTCRGTCR: 1 shared companies on recordHGGCHGGC: 1 shared companies on recordJMI EquityJMI Equity: 1 shared companies on record

Line width shows shared portfolio companies on record in the index. Top 8 co-investors shown.

Questions about Serent Capital

What deals has Serent Capital done recently?
The most recent deal on record here is: Aria Care Partners, a Serent Capital portfolio company, acquired Precision Mobile Care (2026-09-01). This page lists 1 deal, each with its public source.
Sources for this profile, updated 2026-11-02
This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Serent Capital and does not provide investment advice.

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