Latest news with #HGGC
National Post
05-05-2025
- Business
- National Post
Fullscript Accelerates Growth with Expanded Investment from HGGC and Snapdragon; Leonard Green & Partners Backs New Phase Through Continuation Vehicle
Article content OTTAWA, Ontario — Fullscript, a leading healthcare platform powering whole person care, today announced an expanded investment from HGGC, a leading middle-market private equity firm, and Snapdragon Capital Partners ('Snapdragon') to support its next phase of growth. The new capital, supported by a continuation vehicle led by Leonard Green & Partners as the sole lead investor, underscores strong investor confidence in Fullscript's innovative model and long-term market leadership. HGGC, with Snapdragon as a minority investor, originally invested in Fullscript in 2021. Article content Article content Founded in 2011, Fullscript has redefined whole person care by empowering healthcare providers with evidence-based supplement prescribing and fulfillment, advanced lab management capabilities and intuitive tools for improved patient adherence and outcomes. Today, Fullscript supports over 100,000 providers and 10 million patients, driving adoption of a more comprehensive and preventative approach to health. Article content 'Fullscript is transforming how care is delivered by bridging the gap between providers and patients with a truly whole-person approach,' said Kyle Braatz, Co-Founder and CEO of Fullscript. 'This investment allows us to continue advancing our technology, expanding our services, and empowering more practitioners to deliver personalized, proactive care.' Article content 'This transaction reflects our strong conviction in the long-term value creation potential of Fullscript, our continued belief in the vision and capability of Fullscript leadership, and the strength of our partnership with HGGC,' said Mark Grabowski, Founder and Managing Partner at Snapdragon Capital Partners. 'The continuation vehicle investment by LGP provides the flexibility to provide liquidity options to our investors and capital to support the next phase of growth while maintaining alignment across all stakeholders.' Article content David Fox and Garrett Hall, Co-Heads of LGP's Sage strategy, said, 'We are thrilled to partner with Snapdragon, HGGC and the leadership team at Fullscript to support their continued success. This transaction underscores our commitment to investing in high-quality, market-leading companies with strong competitive positions and sustainable long-term growth.' Article content HGGC is a values-driven, partnership-focused private investment firm. The firm's ecosystem of investors, operators, and professionals are united by the shared mission to develop leading enterprises and build long term value together. HGGC invests in technology, business services, financial services and consumer enterprises generally valued between $200M – $1.5B+. The firm is based in Palo Alto, CA and manages over $8 billion in cumulative capital commitments. More information, including a complete list of current and former investments, is available at Article content Founded in 2018, Snapdragon Capital Partners is a growth equity and buyout firm purpose-built for ambitious growth companies that are cherished by the modern consumer. The firm has a distinguished reputation in consumer services, including franchising, and a track-record of success identifying defensible growth opportunities in products and enablement technologies or B2B2C platforms. The Snapdragon portfolio includes Xponential Fitness (NYSE: XPOF), Fullscript, the Better Being Company, Fortis Franchise Group, Spartan Fitness Holdings, and JECT. Article content LGP is a leading private equity investment firm founded in 1989 and based in Los Angeles, California with $75 billion of assets under management. The firm partners with experienced management teams and often with founders to invest in market-leading companies. Since inception, LGP has completed over 150 investments in the form of traditional buyouts, going-private transactions, recapitalizations, growth equity, and selective public equity and debt positions. The firm primarily focuses on companies providing services, including consumer, healthcare and business services, as well as distribution and industrials. For more information, please visit Article content Founded in 2011, Fullscript is a leading healthcare platform powering whole person care. With a full suite of clinical tools that make it easier for practices to deliver personalized care more efficiently and effectively – Fullscript has helped over 100,000 providers and 10 million patients with seamless access to high-quality supplements, industry-leading labs, and smart adherence tools. Article content Article content Article content Article content Article content Contacts Article content Fullscript Jen Newman Article content Article content Article content
Yahoo
02-05-2025
- Business
- Yahoo
Equity Methods Partners with HGGC, Unlocking Next Phase of Growth
SCOTTSDALE, Ariz., May 02, 2025--(BUSINESS WIRE)--Equity Methods, a top-rated provider of valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities, announced that Palo Alto-based private equity group HGGC has acquired majority ownership of the firm from Montage Partners on April 28, 2025. HGGC, a values-driven, partnership-focused middle-market private equity firm with over $8 billion of cumulative capital commitments, will provide Equity Methods with resources and support to enhance its services, strengthen its technological capabilities and human capital, and develop new offerings. "Clients are our north star. We're excited to continue building on our track record of service excellence and innovation that's responsive to pressing client needs," said Takis Makridis, President and CEO. "Our partnership with HGGC will help us on our trajectory of disciplined growth so that we can assist clients in more areas." "As we develop new ways of supporting clients, we look forward to growing our team of talented professionals who are passionate about client service. Our employee value proposition is simple: work with fantastic teammates on projects that are intellectually stimulating, and do so in a low-drama environment where outstanding results are recognized and rewarded." Equity Methods is known for its obsession with client service, promote-from-within culture, and history of serving the largest companies around the globe in crucial compensation-related domains. The firm boasts a client list that includes 20% of the S&P 500 (and numerous Fortune 100 companies) and has provided stock-based compensation solutions for some of the highest profile mergers, spinoffs, and IPOs in the market. Rated #1 in client satisfaction for over a decade by the industry's leading independent survey organization, Group Five, the company has consistently garnered Net Promotor Scores in the 90s. The company has also been named to the list of Top Companies to Work for in Arizona for 12 years in a row. In 2024, the firm was named to Inc. Magazine's list of the 5,000 fastest-growing private companies in America. "Human capital is at the heart of the modern economy, and Equity Methods' services are central to firms staying both competitive and compliant," said HGGC. "Equity Methods is differentiated through its unique, collaborative culture and strong history of client-focused innovation. The company has strong potential for strategic expansion to add talent and create compelling new services that advance its position in the market. We're thrilled to be partnering with Takis and his world-class team in this next chapter." Equity Methods spun off from Bank of America Merrill Lynch in 2012 with the backing of Montage Partners, an award-winning private-equity firm focused on achieving transformational growth in lower middle market companies. As a Montage portfolio company, Equity Methods pursued a long-run strategy involving heavy investments in technology, human capital, and service innovation. The company achieved significant growth, increasing revenue by over 10x and employee headcount by over 5x through the development of new services that help clients achieve their goals. "It's been an honor to participate in Equity Methods' growth story," said Jordan Tate, co-Managing Partner of Montage Partners. "Their unwavering focus on their clients, R&D, and fostering a remarkable work environment has been outstanding. We'll be cheering them on as they begin this new phase of their journey." Deal advisors for Equity Methods include Harris Williams (financial), Osborn Maledon (legal), and Wilson Sonsini (legal). HGGC was advised by Kirkland & Ellis. More information about HGGC is available at About Equity Methods From Fortune 100 multinationals to Silicon Valley startups, the world's best-known companies trust Equity Methods for services related to share-based compensation and other long-term incentive programs. Equity Methods delivers comprehensive valuations and audit support, tailored financial reports, and human resources advisory services for clients in the US and internationally. For over a decade, Equity Methods has been rated #1 in client satisfaction and loyalty among financial reporting providers in Group Five's Stock Plan Administration Benchmarking Study. To learn more, visit View source version on Contacts For additional information, please contact:Cristina Ramsey, Marketing Manager480-474-4259394459@ Sign in to access your portfolio
Business Wire
02-05-2025
- Business
- Business Wire
Equity Methods Partners with HGGC, Unlocking Next Phase of Growth
SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- Equity Methods, a top-rated provider of valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities, announced that Palo Alto-based private equity group HGGC has acquired majority ownership of the firm from Montage Partners on April 28, 2025. HGGC, a values-driven, partnership-focused middle-market private equity firm with over $8 billion of cumulative capital commitments, will provide Equity Methods with resources and support to enhance its services, strengthen its technological capabilities and human capital, and develop new offerings. 'Clients are our north star. We're excited to continue building on our track record of service excellence and innovation that's responsive to pressing client needs,' said Takis Makridis, President and CEO. 'Our partnership with HGGC will help us on our trajectory of disciplined growth so that we can assist clients in more areas.' 'As we develop new ways of supporting clients, we look forward to growing our team of talented professionals who are passionate about client service. Our employee value proposition is simple: work with fantastic teammates on projects that are intellectually stimulating, and do so in a low-drama environment where outstanding results are recognized and rewarded.' Equity Methods is known for its obsession with client service, promote-from-within culture, and history of serving the largest companies around the globe in crucial compensation-related domains. The firm boasts a client list that includes 20% of the S&P 500 (and numerous Fortune 100 companies) and has provided stock-based compensation solutions for some of the highest profile mergers, spinoffs, and IPOs in the market. Rated #1 in client satisfaction for over a decade by the industry's leading independent survey organization, Group Five, the company has consistently garnered Net Promotor Scores in the 90s. The company has also been named to the list of Top Companies to Work for in Arizona for 12 years in a row. In 2024, the firm was named to Inc. Magazine's list of the 5,000 fastest-growing private companies in America. 'Human capital is at the heart of the modern economy, and Equity Methods' services are central to firms staying both competitive and compliant,' said HGGC. 'Equity Methods is differentiated through its unique, collaborative culture and strong history of client-focused innovation. The company has strong potential for strategic expansion to add talent and create compelling new services that advance its position in the market. We're thrilled to be partnering with Takis and his world-class team in this next chapter.' Equity Methods spun off from Bank of America Merrill Lynch in 2012 with the backing of Montage Partners, an award-winning private-equity firm focused on achieving transformational growth in lower middle market companies. As a Montage portfolio company, Equity Methods pursued a long-run strategy involving heavy investments in technology, human capital, and service innovation. The company achieved significant growth, increasing revenue by over 10x and employee headcount by over 5x through the development of new services that help clients achieve their goals. "It's been an honor to participate in Equity Methods' growth story,' said Jordan Tate, co-Managing Partner of Montage Partners. 'Their unwavering focus on their clients, R&D, and fostering a remarkable work environment has been outstanding. We'll be cheering them on as they begin this new phase of their journey." Deal advisors for Equity Methods include Harris Williams (financial), Osborn Maledon (legal), and Wilson Sonsini (legal). HGGC was advised by Kirkland & Ellis. More information about HGGC is available at About Equity Methods From Fortune 100 multinationals to Silicon Valley startups, the world's best-known companies trust Equity Methods for services related to share-based compensation and other long-term incentive programs. Equity Methods delivers comprehensive valuations and audit support, tailored financial reports, and human resources advisory services for clients in the US and internationally. For over a decade, Equity Methods has been rated #1 in client satisfaction and loyalty among financial reporting providers in Group Five's Stock Plan Administration Benchmarking Study. To learn more, visit
Associated Press
02-05-2025
- Business
- Associated Press
Equity Methods Partners with HGGC, Unlocking Next Phase of Growth
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--May 2, 2025-- Equity Methods, a top-rated provider of valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities, announced that Palo Alto-based private equity group HGGC has acquired majority ownership of the firm from Montage Partners on April 28, 2025. HGGC, a values-driven, partnership-focused middle-market private equity firm with over $8 billion of cumulative capital commitments, will provide Equity Methods with resources and support to enhance its services, strengthen its technological capabilities and human capital, and develop new offerings. 'Clients are our north star. We're excited to continue building on our track record of service excellence and innovation that's responsive to pressing client needs,' said Takis Makridis, President and CEO. 'Our partnership with HGGC will help us on our trajectory of disciplined growth so that we can assist clients in more areas.' 'As we develop new ways of supporting clients, we look forward to growing our team of talented professionals who are passionate about client service. Our employee value proposition is simple: work with fantastic teammates on projects that are intellectually stimulating, and do so in a low-drama environment where outstanding results are recognized and rewarded.' Equity Methods is known for its obsession with client service, promote-from-within culture, and history of serving the largest companies around the globe in crucial compensation-related domains. The firm boasts a client list that includes 20% of the S&P 500 (and numerous Fortune 100 companies) and has provided stock-based compensation solutions for some of the highest profile mergers, spinoffs, and IPOs in the market. Rated #1 in client satisfaction for over a decade by the industry's leading independent survey organization, Group Five, the company has consistently garnered Net Promotor Scores in the 90s. The company has also been named to the list of Top Companies to Work for in Arizona for 12 years in a row. In 2024, the firm was named to Inc. Magazine's list of the 5,000 fastest-growing private companies in America. 'Human capital is at the heart of the modern economy, and Equity Methods' services are central to firms staying both competitive and compliant,' said HGGC. 'Equity Methods is differentiated through its unique, collaborative culture and strong history of client-focused innovation. The company has strong potential for strategic expansion to add talent and create compelling new services that advance its position in the market. We're thrilled to be partnering with Takis and his world-class team in this next chapter.' Equity Methods spun off from Bank of America Merrill Lynch in 2012 with the backing of Montage Partners, an award-winning private-equity firm focused on achieving transformational growth in lower middle market companies. As a Montage portfolio company, Equity Methods pursued a long-run strategy involving heavy investments in technology, human capital, and service innovation. The company achieved significant growth, increasing revenue by over 10x and employee headcount by over 5x through the development of new services that help clients achieve their goals. 'It's been an honor to participate in Equity Methods' growth story,' said Jordan Tate, co-Managing Partner of Montage Partners. 'Their unwavering focus on their clients, R&D, and fostering a remarkable work environment has been outstanding. We'll be cheering them on as they begin this new phase of their journey.' Deal advisors for Equity Methods include Harris Williams (financial), Osborn Maledon (legal), and Wilson Sonsini (legal). HGGC was advised by Kirkland & Ellis. More information about HGGC is available at About Equity Methods From Fortune 100 multinationals to Silicon Valley startups, the world's best-known companies trust Equity Methods for services related to share-based compensation and other long-term incentive programs. Equity Methods delivers comprehensive valuations and audit support, tailored financial reports, and human resources advisory services for clients in the US and internationally. For over a decade, Equity Methods has been rated #1 in client satisfaction and loyalty among financial reporting providers in Group Five's Stock Plan Administration Benchmarking Study. To learn more, visit View source version on CONTACT: For additional information, please contact: Cristina Ramsey, Marketing Manager 480-474-4259 [email protected] KEYWORD: UNITED STATES NORTH AMERICA ARIZONA INDUSTRY KEYWORD: ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE SOURCE: Equity Methods Copyright Business Wire 2025. PUB: 05/02/2025 10:00 AM/DISC: 05/02/2025 09:59 AM
