Case Studies

BeneSys is a third party administrator (TPA) for multi-employer union trust funds.  We partnered with the founder to grow the business through recruiting additional management talent, improving the operations and technology infrastructure and creating new revenue streams for the business.  Since our acquisition, BeneSys opened new offices and gained market share as a result of its outstanding reputation for service and quality.  With the launch of BenefitDriven, its software-as-a-service (SaaS) business line, the company is well positioned for continued growth.

We provided equity capital to simultaneously take On-Site Sourcing private and merge its operations with Docuforce.  We recognized the ability to build a national platform providing paper and electronic file processing and electronic data management to both the legal community (AMLaw 200) and direct to Fortune 1000 clients.  We worked with the management team to refine the sales strategy, add complementary products to its core litigation support offering, expand its electronic product offering and increase its geographic reach in order to become a true national provider.  Following strategic refinement, revenues and EBITDA grew rapidly allowing for an exit to a large private equity firm and a strong return for our investors.