LMP grants you a limited right to access and make personal use of the Website in accordance with these Terms and Conditions. The terms and conditions set forth in these Terms and Conditions, and each agreement included or referred to in these Terms and Conditions, constitutes the final, complete, and exclusive agreement with respect to the subject matter hereof and may not be contradicted, explained, or supplemented by evidence of any prior agreement, any contemporaneous oral agreement, or any inconsistent additional terms. Mainsail seeks to continue its strategy of targeting $30 million to $60 million investments in rapidly growing, founder-led software companies and providing significant operational support to help them scale. LMP reserves the right to withdraw or amend the Website and any Content, in its sole discretion, without notice. We believe founders and management teams of bootstrapped businesses possess a unique level of passion, commitment and work ethic. The new fund, Mainsail Partners VI, L.P., was oversubscribed and closed in less than three months, bringing the total capital commitments raised by the firm to more than $2.2 billion. About Lovell Minnick Partners. Mainsail Partners Connect to CRM Save Go back to Mainsail Partners's Summary Recent News & Activity Edit Recent News & Activity Section Funding RoundNov 28, 2022 Instinct Scienceraised an undisclosed amount / Series Unknownfrom Mainsail Partners Discover more funding rounds NewsAug 26, 2022 Form ADV for more details. AUM Fund type; Mainsail Partners: $3.11 bn: Mainsail 3PL Holdings, L.P. $189.57 mm: Private Equity Fund . LMP encourages you to review the privacy policies and user agreements of all Third Party Websites that you visit. SEC form, multiple filers or classes of filers, and much more.***. Alt Turnover is calculated by taking either the total MV of new purchases or Their most recent acquisition was nCourt on Nov 7, 2013. Our mission is to connect, educate and help you earn the carried interest. LMP may change this Privacy Policy from time to time, based upon any changes to the personal information we collect, how we use it, and under what circumstances, if any, we disclose it. LMP expects to receive many similar plans and ideas. You may opt-in to certain kinds of marketing, and amend your marketing preferences at any time (including by unsubscribing), by emailing [email protected]. None of the firms clients are foreign persons or businesses. Bio-Optronics provides healthcare organizations with innovative software solutions. Since 2003, the firm has invested in more than 50 growing . Legal requirement and legitimate interest, To conduct due diligence activities in connection with an actual or prospective corporate transaction or investment with respect to which we are party to. companies accelerate growth. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Firm-level disclosures required under Regulation 2019/2088 on sustainability-related disclosures in the financial services sector dated 27 November 2019, as amended (SFDR), Transparency of sustainability risk policies. You acknowledge and agree that any communication or material you transmit to this Website or to LMP, in any manner or for any reason, will not be treated as confidential or proprietary. LMP is not in a position to accept such information, nor can LMP agree to obligations of nondisclosure or confidentiality with regard to submitted plans or ideas. We may also process information provided to us from recruiters or our portfolio companies in connection with evaluating potential employment or resourcing opportunities. ResMan is a residential management software solution platform. This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. Track the AUM, funds, and holdings for Mainsail Partners III, L.P. over time. LMP reserves the right, at its own expense, to assume the exclusive defense and control of any matter for which it is entitled to indemnification, but you must still indemnify LMP for all liability, losses, or damages. commissions, while fee-based advisors may. Access You have the right to ask for a copy of the personal data that we hold about you free of charge, however we may charge a reasonable fee, if we think that your request is excessive, to help us cover the costs of locating the information you have requested. Representative investments are not to be considered a complete list of all investments made in the past, or currently held, by Lovell Minnick funds. Stats are not available for the latest quarter, View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/MAINSAIL-PARTNERS/, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. services are limited to referring users to third party advisers registered or chartered as fiduciaries There are no guarantees that working with an adviser will yield positive returns. from 0.50%-2.00% of AUM annually. These fees dont include brokerage commissions, interest, taxes, and other account expenses. Mainsail Partners | Growth Equity for Bootstrapped Software Companies We help bootstrapped software companies accelerate growth. Public filings of Mainsail Partners V LP raised by Mainsail Management Company LLC. To better protect your privacy, we are providing you information explaining our online information practices. to work with a remote advisor). Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Discretionary management means that buy and sell decisions are made by a portfolio manager without requiring client approval. Which types of acquisition does this organization make most frequently. Which industries has this organization had the most exits in? Should we, or any of our affiliated entities, be the subject of a takeover, divestment or acquisition we may disclose your personal information to the new owner of the relevant business and their advisors. . Information Provided by Third Parties or Publicly Available Sources. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the United States, Mainsail Partners has acquired 2 organizations. Legal requirement and legitimate interest, To administer and protect our business and this website. Privacy Policy, San FranciscoOne Front Street, Suite 3000San Francisco, CA 94111+1 (415) 391-3150, We are growth equity investors with expertise in, "Mainsail has been a true partner since we joined forces in 2017. Rates typically range from $100-$300 per hour, depending on the complexity Mainsail Partners Named a Top 25 Growth Equity Firm of 2022 Mar 2, 2023 // Mainsail Partners News Mainsail Partners Launches Leadership Acceleration Program Feb 16, 2023 // Mainsail Partners News Fexa Announces Kurt Smith as New CEO Jan 20, 2023 // Fexa News David Farsai Named a Top 40 under 40 Growth Investor by GrowthCap The categories of personal information we have collected from individuals on this Website over the last twelve (12) months include the following: We do not knowingly collect or solicit personal information from anyone under the age of 18. The firm has raised over $2.2 billion and invested in more than 60 bootstrapped companies since 2003. Address. Legitimate interest, To send you marketing communications. Website. Firms generally charge this fee for educational materials provided, such as a monthly magazine. Our flexibility and creativity provide our business partners with attractive equity and debt solutions across economic cycles, including growth capital, "good to great" buyouts, corporate carveouts, operational turnarounds, opportunistic credit, and structured capital. Avg Client Age. Their most recent diversity investment was on Nov 28, 2022, when Instinct Science raised Mainsail Partners has had 14 exits. We reserve the right to disclose any such information in those circumstances. For further information about how long we will keep your personal information, please contact [email protected]. We identify such opportunities through insightful bottom-up research, well-developed investment theses, and thorough due diligence. Any dispute relating to the above shall be resolved exclusively in the state or federal courts located in Philadelphia, Pennsylvania. Mainsail Management Company LLC - . The firm's AUM has grown by 436% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients. Whalewisdom has at least 2 13F filings. SmartAssets This can be helpful if you are only looking We make sure anyone who provides a service to, or for us, enters into an agreement with us and meets our standards for data security. companies into market leaders. Withdrawal of consent If you previously gave us your consent (by a clear affirmative action) to allow us to process your personal data for a particular purpose, but you no longer wish to consent to us doing so, you can contact us to let us know that you withdraw that consent. LMP reserves all other rights. Please note that these Terms and Conditions apply only to the Website and not to websites operated by other entities that may be accessible from the Website via hyperlink as a convenience to you (Third Party Websites). THE INFORMATION PROVIDED BY LOVELL MINNICK PARTNERS ON THIS SITE IS SUBJECT TO CERTAIN TERMS AND CONDITIONS. financial professional and firm. Nothing in these Terms and Conditions may be used to construe you and LMP as joint venturers, co-employers, partners, or agents of each other, and neither you nor LMP has the power to obligate or bind the other in any way whatsoever. We partner with founders and leadership teams to accelerate value creation through organic growth and strategic acquisitions, positioning their businesses for long-term, sustainable success. Mainsail Management Company is a hedge fund with 9 clients and discretionary assets under management (AUM) of $2,331,050,759 (Form ADV from 2023-04-20). The types of personal information we collect about you depends on the nature of your interaction with us. By entering and using the Website, you acknowledge and agree to all of the terms and conditions stated herein (Terms and Conditions). treatment or consideration in SmartAssets profiles. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. and level of services needed. Fund Details. We were fortunate to get it right when we partnered with Mainsail. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Form ADV for more details. In connection with forming and operating our Website, we collect and maintain your nonpublic personal information from the following sources: We may combine personal information that you provide to us with information that we collect from or about you from publicly available sources. Also referred to as an asset-based fee, this fee typically ranges Contact Mainsail has a team of experienced operating professionals to help entrepreneurs scale their businesses and accelerate growth. The primary reason we chose Mainsail as our partner was for their experience investing in and scaling software companies like Boostlingo, said Bryan Forrester, co-founder and CEO of Boostlingo. From time to time, LMP receives business plans, and LMP reserves the right to review only those plans that LMP believes fit our criteria for investment. That's where we come If you wish to seek permission for such use of the Website, please contact LMP at the email address below. No automated decision making, including profiling, is used when processing your personal information. Portability If you wish to transfer your personal data to another organisation (and certain conditions are satisfied), you may ask us to do so, and we will send it directly if we have the technical means. We will not use your personal information for any other purposes without your permission. Private Equity Fund. For further information about the safeguards used, please contact [email protected]. The browsing and/or search history information may include the websites that you access immediately before and after your visit to our website. Source. View contacts for Mainsail Partners to access new leads and connect with decision-makers. Compatibility. All rights reserved. Any unauthorized use terminates the permission granted by LMP hereunder. Mainsail Partners is a financial advisory firm headquartered in Austin, Texas. Mainsail Partners Company Details Mainsail invests exclusively in bootstrapped companies. 60. Identifiers, such as name, contact details and address (including physical address, email address and Internet Protocol address); Other customer records, such as telephone number and personal information provided in connection with obtaining account access; Commercial information, such as account data; Professional or employment-related information; Internet or other electronic network activity information, such as information regarding your use of our Website (e.g., cookies, browsing history and/or search history), as well as information you provide to us when you correspond with us in relation to inquiries. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Mainsail Partners announced it has raised $915 million for its sixth fund. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama and Florida. Although LMP provides the Content accessible on the Website for your personal, non-commercial use, LMP retains ownership of, and all right, title, and interest in and to all property rights, including under U.S. and international copyright law, to, the Website and all Content, including but not limited to non-textual information components, such as graphic images and trade dress, that are part of or incidental to such Content. Securities are defined as exchangable financial investments such as stocks, bonds and options.Mainsail Partners manages all of the firm's accounts in a discretionary manner. You agree that you will be solely responsible for, and that you will indemnify, and hold LMP, its affiliates, and its and their respective officers, directors, agents, employees, representatives and licensors harmless from and against any and all claims, demands, suits, proceedings, liabilities, judgments, losses, damages, costs or expenses, including reasonable attorneys fees assessed or incurred by LMP or such affiliates, directly or indirectly, with respect to or arising out of your use or misuse of the Website or the Content or resulting from your violation of these Terms and Conditions. This is one of many areas theyve exceeded our expectations.". Private Equity Round - Red Oak Compliance Solutions. Such compensation and investments subject participants to potential conflicts of interest in making the statements herein. Financial advisory fees typically vary depending on which services are provided. Consent and legitimate interest, To respond to your contact requests via email, post or telephone. Restrictions on use If you think that we shouldnt be holding or processing your personal data any more, you may request that we delete it. LMP makes no representations that transactions, products or services discussed on the Website are available or appropriate for sale or use in all jurisdictions or by all investors. We appreciate that your business was built with highly valued products and services at its core. If we use such data at all, it will be on an aggregated and anonymised basis. 200 California Street 3rd Floor San Francisco, CA 94111United States. If you do not agree with any of the terms and conditions contained herein, please do not access or otherwise use the Website. Two previously announced investments are the first of the firms sixth fund: Centerbase, a software platform for law firms, and Flight Schedule Pro, a software provider for the aviation industry. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named Contact Information Website www.mainsailpartners.com Year Founded 2003 Investor Status Actively Seeking New Investments Primary Investor Type PE/Buyout Other Investor Types Growth/Expansion Primary Office One Front Street Suite 3000 San Francisco, CA 94111 United States +1 (415) 000-0000 If you provide personal information to use through another means (e.g., as an employee or seeking employment, as a client, or as an investor) you will receive a separate privacy notice and that notice will govern that personal information. For the purposes of applicable EU laws, LMP will be a data controller of any personal information collected by us. As financial services and business services experts, we distinguish ourselves through our ability to partner with management to add strategic and operational value to our companies. We believe in your business because we have been in your shoes. None of the firm's clients are represented by people from outside of the U.S. * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone You acknowledge and agree that LMP may enforce its intellectual property rights to the full extent of the law. Therefore, you understand that your idea may already have been submitted to us or be under consideration by us. The right to access and use this website granted herein does not include: any resale or commercial use of the Website or its contents; any derivative use of the Website or its contents; or any use of data mining, robots or similar data gathering or extraction tools or methods. Mainsails approach to driving value creation is anchored in a dedicated Operations Team that is purpose-built to help founders scale their businesses and accelerate growth. Objection You have the right to object to processing, including: (i) for direct marketing; (ii) for research or statistical purposes; or (iii) where processing is based on legitimate interests. More information on Lovell Minicks ESG Policy can be found at https://www.lmpartners.com/documents/ESG_Policy_vF_1-2022.pdf, Transparency of Principal Adverse Sustainability Impacts. Such information includes: No Discrimination: We will not discriminate against you for exercising your rights under the CCPA, including by denying service, suggesting that you will receive, or charging, different rates for services or suggesting that you will receive, or providing, a different level or quality of service to you. How many investments has this organization made over time? For close to 20 years, Mainsail Advisor Group, LLC has been a holistic wealth management firm that enables clients to live intentional lives through tax-efficient financial planning. LMP does not permit others to link to the Website, or mirror the information on the Website, or any portion thereof, by means of HTML frames or similar means. Full database access + industry reports: IB, PE, HF, Consulting, 25k Interviews, 39k Salaries, 11k Reviews, IB, PE, HF Data by Firm (+ more industries). Portfolio company executives were not compensated in connection with their participation, although they generally receive compensation and investment opportunities in connection with their portfolio company roles, and in certain cases are also owners of portfolio company securities and/or investors in Mainsail-sponsored vehicles. whether we disclosed your personal information to a third party, and, if yes, the categories of personal information that each recipient obtained. Who do we share your personal information with? Mainsail Partners is a growth equity firm that partners with founders of bootstrapped software companies to help them realize their potential. 19 April 2022 Kirkland & Ellis advised Mainsail Partners, a growth equity firm that seeks to invest in rapidly growing, bootstrapped software companies, on its fundraise of $915 million in limited partner capital commitments for its sixth fund, the largest in the firm's nineteen-year history. Lovell Minnick provides investment advisory services only to the privately offered Lovell Minnick funds. ***Log In or What does this Website Privacy Policy apply to? The vast knowledge among their operations team has been critical to growing our business; they know the issues we are facing today and the ones we will face tomorrow. Mainsails Operations Team is comprised of experienced technology operators who work closely with management teams to help them recruit executive talent, optimize go-to-market strategies, launch new products, enhance customer experience organizations and establish strong data systems. Our goal is to respond to any verifiable consumer request within forty-five (45) days of our receipt of such request, but in certain cases, additional time might be required. Our dedicated operations team is purpose-built to help bootstrapped companies scale their team and infrastructure. Please contact the Chief Compliance Officer of Lovell Minnick Partners LLC at the email address above with any questions about this California Website Privacy Policy. Lovell Minnick Partners (LMP) invests in growth-oriented companies. LMP is responsible only for the Content on this Website. You agree not to send LMP anything that constitutes a trade secret or confidential or proprietary information. This means that without the prior express written permission of LMP, you MAY NOT: distribute information from this Website to others; include information from this Website on another website, on a server or computer, or in documents, including but not limited to mirroring the information or displaying the information by means of HTML frames or similar means (see the Linking, Posting and Framing Section below); or modify or re-use the Content from this Website. Why do we focus on bootstrapped companies? make certain recommendations to clients in order to make a commission. To the extent there is any conflict with the privacy requirements under the Gramm-Leach-Bliley Act and/or Regulation S-P (GLB Rights), GLB Rights shall apply. Click here to find your advisor matches today. What information do we collect about you? Mainsail Asset Management has custody of $38.15 million in cash and securities for 24 clients in total but doesnt act as a qualified custodian. Ncontracts is the leading provider of risk management and compliance solutions for financial services companies. Information from your communications with us in connection with this Website, including any update notices provided by you. Mainsail Asset Management doesn't advise any private funds. We believe founders and management teams of bootstrapped businesses possess a unique level of passion, commitment and work ethic. amount of assets you have under management. Mainsail invests exclusively in bootstrapped companies. Due to the global nature of the Internet, the Website may be accessed by users in countries other than the United States. 500 West 5th Street, Suite 1100 2 employees are registered as investment adviser representatives with the state securities authorities. You acknowledge and agree that LMP is the copyright owner of all Content on the Website or has the permission to use such Content, or in the case of news articles, if any, the news articles are from publicly-available sources.
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