Portfolio
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Kantar XTEL
Kantar XTEL is a leading global provider of trade promotion management and optimization software and services to the consumer-packaged goods (CPG) industry. Kantar XTEL’s cloud-based solution enables CPG companies to plan, manage, evaluate and optimize their trade promotion budgets to deliver higher customer profitability, and greater returns on trade spending. Its comprehensive solution covers the full promotion lifecycle from pre-promotion budget allocation to execution and post-promotion event analysis and optimization. More than 75 CPG companies globally, including Beiersdorf, Mondelez and Danone, make use of Kantar Xtel’s solution to manage and optimize their trade promotion. Following the acquisition, Kantar Xtel will be spun-out of Kantar and operate as an independent entity with SilverTree and Bain Capital as key shareholders.
Founded: 1991
Acquired: 2022
Transformational Add-On
Thesis
Thesis provides student information management solutions for higher education institutions in the UK, Canada and the US, focusing on the use of best-practice standards, automation, and process simplification to free faculty and staff from administrative work so they can concentrate on their core mission. They provide a configurable, modern, cloud-based system with faster implementation than industry average, and with more integration flexibility. Thesis SM and Thesis Elements, deliver modern software experiences that break free of the constraints of legacy systems, giving higher education institutions the ability to scale and evolve to meet new marketplace realities with a purpose-built software-as-a-service solution.
Founded: 2021
Acquired: 2023
Orbus Software
Orbus Software is a global market-leading provider of digital transformation solutions. Orbus' SaaS digital transformation platform, iServer365, provides customers with a strategic decision-making platform with specialist tooling for key transformational needs, including Enterprise Architecture, Application Portfolio Management, and Cybersecurity & Risk Management. Orbus are a 5-time winner of the Gartner Customers’ Choice Award for EA tools. More than 550 enterprises globally, across a range of verticals and including many Fortune 500 companies, make use of Orbus’ platform to architect their digital futures.
Headquarters: London
Founded: 2004
Acquired: 2020
SALESmanago
SALESmanago is a leading provider of no-code SaaS marketing automation and Customer Data Platform (CDP) software. SALESmanago offers a comprehensive, end-to-end solution that enables companies to execute a seamless, hyperpersonalized omnichannel marketing execution strategy. Over 2,500 organisations in Europe and globally and across verticals and sizes – including enterprise and mid-sized clients such as Starbucks, Burger King, BMW, Vodafone, and Aegon – rely on SALESmanago’s software solutions to optimize their marketing efforts.
Founded: 2011
Acquired: 2021
Vindsubsidies
Vindsubsidies is a market leading innovation consultancy business with the most comprehensive grants and subsidies funding database in the Netherlands. Vindsubsidies supports the innovation economy by helping organizations identify, apply for, and win mission critical grants and subsidies that support investments in innovation and talent. Vindsubsidies was previously part of Idox plc and has grown into a market leader, supporting companies, local authorities, educational organizations and knowledge institutions in the field of funding.
Headquarters: Utrecht, Netherlands
Founded: 1997
Acquired: 2021
Add-Ons
Fenergo
Fenergo is a leading provider of Know-Your-Customer (KYC) and Client Lifecycle Management (CLM) subscription-based software solutions to the world’s largest and most complex financial institutions. Fenergo’s award winning Enterprise and SaaS products helps their customers streamline end-to-end customer lifecycle processes – from regulatory onboarding, data integration, client and counterparty data management, client lifecycle reviews and remediation, all the way to client offboarding. Fenergo is recognized for its in-depth financial services and regulatory expertise and out-of-the-box rules engine which ensures financial institutions are future-proofed against evolving Know-Your-Customer, Anti-Money-Laundering (AML), tax and OTC derivatives-based regulations across 100+ jurisdictions. Fenergo is headquartered in Dublin and employs over 800 people with additional offices in North America, the UK, Poland, Spain, South Africa, Asia Pacific, and the UAE.
Founded: 2011
Investment: 2021
Add-Ons
Agility CIS
Agility CIS is a leading provider of billing and CRM software for utilities globally. Agility has the largest number of utilities as customers in Australia and a growing market position in the United States and Middle East. Agility has over 170 employees across offices in Auckland, Melbourne, Brisbane, Houston, and Dubai. Agility offers a full suite of cloud-based and SaaS software solutions for both B2C and B2B electricity and gas utility retailers.
Founded: 1998
Acquired: 2019
Add-Ons
StepUp RGM
Kantar Xtel Transformational Add-On
StepUp RGM is a global Revenue Growth Management (RGM) software and Big Data solutions vendor. Its SaaS platform enables full RGM roadmap development and implementation for consumer-packaged goods (CPG) brands, leveraging ‘best-in-class’, AI-driven data sourcing & modelling across every commercial lever – price, assortment, promotion and trade terms. Following the acquisition, Kantar XTEL will be the leading end-to-end integrated Revenue Management Software platform. The combined offering significantly enhances the customer value proposition and supports global consumer good brands in seamlessly managing and optimising their commercial levers to deliver revenue and margin growth. Over 100 CPG companies rely on the combined business’ mission-critical software, with customers including Nestlé, Mars, Johnson & Johnson, Mondelez, Danone and Heineken.
Founded: 2010
Acquired: 2022
Dorucon
Vindsubsidies Add-On
DORUCON is a leading R&D grant consultancy advising companies throughout Germany on the realization of their innovation projects. The company has more than 10 years of experience in R&D and innovation funding at state, federal and EU level. The acquisition of Dorucon marks Vindsubsidies’ entry into the attractive German market, leveraging their position as the largest tech-enabled grant intermediary in the Netherlands.
Founded: 2011
Acquired: 2023
De Breed & Partners
Vindsubsidies Add-On
De Breed & Partners is a leading Dutch R&D grant consultancy supporting innovative companies with their mission-critical subsidy and tax incentive applications. The company services customers across all sectors and sizes with a particular focus on the technology sector.
Founded: 1981
Acquired: 2023
Raaf
Vindsubsidies Add-On
Founded in 2017, Raaf is a rapidly growing R&D grant consultancy based in the South of the Netherlands. Raaf’s highly-skilled team of grant consulting experts support businesses in subsidy applications across regional, national and European grants.
Founded: 2017
Acquired: 2022
Trias
Vindsubsidies Add-On
Founded in 1999, Trias is a full-service R&D grant consultancy based in the Netherlands. Trias offers an end-to-end consultancy service from finding suitable grant opportunities through to drafting the application, and receiving the grant. The company is supported by a best-in-class, grant application tracking system, which will integrate seamlessly with Vindsubsidies’ subsidy database, which is the #1 in the Netherlands.
Founded: 1999
Acquired: 2022
Knippenborg
Vindsubsidies Add-On
Founded in 2008, Knippenborg is an R&D grant consultancy based in the Netherlands. Knippenborg supports companies, from multinationals to SMEs, in subsidy and tax credit applications. The company has highly-skilled consultants specialized in sectors ranging from technology to agriculture able to advise on a wide-range of subsidies including European, national, and regional subsidies.
Founded: 2008
Acquired: 2022
Boonstoppel
Vindsubsidies Add-On
Founded in 2005, Boonstoppel is an R&D grant consultancy based in the Netherlands. The team’s high-quality, specialized consultants work flexibly with the client to initiate and manage subsidy projects on regional, national, and European level. Boonstoppel has >300 customers and is headquartered in the Druten.
Founded: 2005
Acquired: 2021
Tally Group
AgilityCIS Transformational Add-On
Tally is a leading SaaS provider of next-generation software for utilities. Tally reinvents how energy retailers operate, enabling an outstanding customer experience far beyond billing. The Tally Energy Platform brings together leading-edge cloud-native technology with easily understood, near zero touch SaaS enabled processes that reduce cost to serve whilst enabling energy providers to innovate and sell a range of products and services relevant to our energy future. Tally has an impressive and rapidly expanding client base ranging from the largest utilities globally to new entrants.
Founded: 2018
Acquired: 2021
Znalytics
AgilityCIS Add-On
Znalytics is a leading provider of cloud-native retail energy solution based in Atlanta. Znalytics supports both large and small retail energy providers in the United States and Japan with a range of SaaS solutions including billing, customer enrollment, custom pricing and reporting/analytics. The company's market-leading SaaS platform leverages modern cloud technology with a range of features that provide superior scalability, security and performance to drive efficiencies for its clients. Znalytics has over 75 employees across offices in Atlanta, Tokyo (Japan), as well as a deliver center in Hyderabad (India).
Founded: 2014
Acquired: 2020
Webtools Energy
AgilityCIS Add-On
Webtools Energy is a leading provider of SaaS solutions for customer pricing, quoting, onboarding . Webtools offers an off the shelf cloud-native product range, comprising of EQT (Energy Quoting Tool), UCONX (pricing and quoting solution), NetPS (customer insights solution), and Swift (SMS solution). These products provide highly accurate pricing estimates and reduce customer acquisition costs by automating key processes. Webtools has an impressive client portfolio including both large, established energy retailers and smaller, fast-growing challenger retailers.
Founded: 2014
Acquired: 2020
Our team has significant experience investing in software, technology, and tech-enabled business services
Collectively, the SilverTree team has led or had a key role in over 50 transactions