DFX Intelligence
Private Equity Intelligence
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Firms / G•• E••••• H•••••••• L••
G•• E••••• H•••••••• L••
Greater Sum Ventures is a growth-focused investment firm dedicated to building enduring companies by delivering results that compound into legacies.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.07bn Private Equity Fund GAV on the Form ADV filed 2024-06-07
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 5, 2022 to Jun 7, 2024
- RAUM
- $5.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-07, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 8
- Employees
- 34
- Headquarters
- Knoxville, TN
- Office address
- 2035 LAKESIDE CENTRE WAY, SUITE 200, Knoxville, TN, 37922
- Business phone
- 888-534-4891
Stated criteria beside observed behaviour
35 observed deals
Stated by the firm
- Sectors
- software, technology, financial services, real estate
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control,majority
- Thesis
- That means we to like to invest in founders that are still invested in building.
Observed from deals on record
- roles
- add on 8, unknown 23, platform 5
- period
- to 2024-10-01, from 2021-11-30, undated holdings 27, dated observations 18
- window
- last 2024-10-01, first 2021-11-30
- control
- control 9, unknown 27
- companies
- 35
- geography
- count 1, share 0.029, value NY
- investments
- 36
- seller kinds
- transactions
- 9
- cadence by year
- 2021 add ons 1, other deals 1, 2022 add ons 2, 2023 add ons 1, 2024 add ons 4
- platform add on
- add ons 8, platforms 5, add ons per platform 1.6
- sector known for
- 26
- disclosed value usd
- n 0
- sector distribution
- count 17, share 0.486, value software, examples TalentTek, PropertyTek, Ministry Brands, Transit Technologies, count 5, share 0.143, value healthcare services, examples 4D EMR, PetVisor, Ensora Health, MedSuite, count 2, share 0.057, value financial services, examples BlockChyp, CardX, count 1, share 0.029, value healthcare it, examples OptiMantra, count 1, share 0.029, value specialty distribution, examples Catalis
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 17, share 0.486, value software, examples TalentTek, PropertyTek, Ministry Brands, Transit Technologies, count 2, share 0.057, value financial services, examples BlockChyp, CardX, count 2, share 0.057, value outpatient mental health substance, examples Ensora Health, MedSuite, count 1, share 0.029, value healthcare it, examples OptiMantra, count 1, share 0.029, value outpatient specialty clinics, examples 4D EMR, count 1, share 0.029, value veterinary, examples PetVisor, count 1, share 0.029, value misc durable wholesale, examples Catalis, count 1, share 0.029, value assisted living senior, examples LivTech
35 companies on the graph (9 transactions); most in software (17); 5 platforms and 8 add-ons; observed 2021 to 2024
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O••••••••• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $25.6M as of Jun 7, 2024 | no Form D | Unknown | |
| S•••••• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $6.6M as of Jun 7, 2024 | no Form D | Unknown | |
| P•••••• S••••••• T•••• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $211M as of Jun 7, 2024 | no Form D | Unknown | |
| G•• T••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $27.2M as of Sep 7, 2023 | no Form D | Unknown | |
| V•••• T•••• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $358M as of Jun 7, 2024 | no Form D | Unknown | |
| G•• S••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $278M as of Jun 7, 2024 | no Form D | Unknown | |
| G•• P••••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $96.7M as of Jun 7, 2024 | no Form D | Unknown | |
| G•• M••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $93.6M as of Jun 7, 2024 | no Form D | Unknown |
Team
11 current, 0 former
Managing partner (7)
- B••• N•• · co-founder and managing partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- L••• M••••• S••••••• · Managing Partner & Founder · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• C••••• · CEO and founder · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••• C••••• · Founder and CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••• E••••• C••••• · Chief Executive Officer · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• E••••• C••••• · Managing Partner & Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• H•••••• N•• · Managing Partner & Founder · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Operating partner (1)
- L••• M••••• S••••••• · Managing Director & Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- C•••••• L•••• W••• · Chief Compliance Officer · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• E••••• C•••• · Managing Director & General Counsel · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• E••••• C•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
36 relationships, 5 platforms, 8 add-ons
Transactions
13 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| May 6, 2025 | Exit to a strategic buyer | M•••••• | Seller (confirmed), Strategic acquirer (confirmed) | g•••••••••.com |
| Dec 2, 2024 | Exit to a strategic buyer | I•••••• | Seller (confirmed) | g•••••••••.com |
| Dec 2, 2024 | Exit to a strategic buyer | I•••••• | Seller (confirmed) | g•••••••••.com |
| Oct 1, 2024 | Add-on acquisition | B•••••••• | Sponsor (derived) | g•••••••••.com |
| Oct 1, 2024 | Add-on acquisition | B•••••••• | Sponsor (derived) | g•••••••••.com |
| Mar 13, 2024 | Add-on acquisition | L•••••• A••• S••• M••••••••• S••••••• | Sponsor (derived) | g•••••••••.com |
| Mar 4, 2024 | Add-on acquisition | T••••••• | Sponsor (derived) | g•••••••••.com |
| Jan 23, 2023 | Add-on acquisition | R•••• R•••• | Sponsor (derived) | g•••••••••.com |
| Dec 12, 2022 | Add-on acquisition | R••••••••• S••••••• P••••••• •••••••• | Sponsor (confirmed), Platform (confirmed) | g•••••••••.com |
| Sep 22, 2022 | Add-on acquisition | G••••••••• | Sponsor (derived) | g•••••••••.com |
| Jun 6, 2022 | Exit to a strategic buyer | V•••• | Seller (confirmed) | g•••••••••.com |
| Dec 6, 2021 | Majority recapitalization | L•••••••• C•••••• L•• | Sponsor (confirmed) | lycap.com |
| Nov 30, 2021 | Add-on acquisition | C•••• | Sponsor (derived) | g•••••••••.com |
Placement agents, lenders, advisers and co-investors
5 relationships
Financial advisers (2)
- S••••••• A••••••• 1 shared · one time · last Sep 22, 2022
- P••••••• T••••••••• P••••••• 1 shared · one time · last Jan 23, 2023
Legal advisers (2)
- G•••••••• T•••••• 1 shared · one time · last Dec 6, 2021
- D•••• P••• • W••••••• L•• 1 shared · one time · last Dec 6, 2021
Co-investors (1)
- L•••••••• C•••••• L•• 1 shared · one time · last Sep 22, 2022
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
44 most recent
- Sep 16, 2026Connecting Care Across the Continuum Formed through the acquisitions of PureDI and WorldView, L•••••• is a leading provider of software and integrated billing and payments solutions to the aging and post-acute care markets. M&A Case Study
- Sep 16, 2026Building the Operating System for Modern Government Founded with the acquisition of eGovernment Solutions, C•••••• was launched to modernize how state and local governments serve citizens. M&A Case Study
- Sep 16, 2026Rewiring the Therapy Stack, One P••••••• at a Time Launched with the acquisition of TheraNest, E••••• H••••• provides integrated software solutions for mental health, substance use recovery, and rehabilitation practices. M&A Case Study
- Sep 16, 2026Powering the S••••••• P•••••••s That Power SMBs Acquired by Greater Sum Ventures, S••• is a leading provider of business management software solutions and omnichannel payment capabilities. M&A Case Study
- Sep 16, 2026Moving Communities Forward Through T••••••••• Launched with the acquisitions of CTS S••••••• and MJM Innovations, T•••••• T••••••••• was built to modernize transportation management across public and private mobility networks. M&A Case Study
- Sep 16, 2026A Scaled Investment in Vertical SaaS for Real Estate I••••••, a global PropTech leader, was born from the merger of two GSV-founded platforms in 2019. M&A Case Study
- Sep 16, 2026Greater Sum Ventures Acquires STRAX to Bolster S•••• of Solutions for the Public Safety Sector GSV announces latest investment in the cloud-native sensor fusion and collaboration solutions leader. March 21, 0024 Press Release
- May 7, 2026Featured GSV Announces Majority Investment in Tapin2 The acquisition brings together two category leaders delivering modern point-of-sale and mobile ordering solutions for stadiums, arenas, and live entertainment venues. May 7, 2026 Press Release
- Mar 16, 2026G•• E••••• H•••••••• L••: Private Equity Funds on Form ADV 7 (2024 extract) -> 13 (roster 2026-09-01)
- Feb 9, 2026S••• Payments Names New Chief Executive John Cimba takes the helm as CEO to continue the company's mission to redefine the payments experience. February 9, 2026 Press Release
- Oct 9, 2025P••••••••• Names Vanessa Anderson as Chief Executive Officer P••••••••• appoints Vanessa Anderson as CEO, signaling the next phase of growth for its property management technology platform backed by GSV. October 9, 2025 Press Release
- Oct 7, 2025S••• Payments Completes Evolution Into a Full-Stack, End-to-End Processor This milestone positions S••• to deliver greater agility, scalability and control, redefining the payments experience for its customers. October 7, 2025 Press Release
- May 27, 2025V•••• Expands Dealership Solutions with Dealer Pay Acquisition V•••• announces its acquisition of Dealer Pay, a dealer-specific payments solution provider known for revolutionizing dealership workflows. May 27, 2025 Press Release
- May 6, 2025Greater Sum Ventures Makes Majority Investment in M••••••
- May 6, 2025Greater Sum Ventures Makes Majority Investment in M•••••• M•••••• is a leader in event venue point-of-sale (POS) technology at some of the world’s most iconic sports and entertainment venues. May 6, 2025 Press Release
- Dec 2, 2024I•••••• Secures Investment from Blackstone and Greater Sum Ventures
- Dec 2, 2024I•••••• Secures Investment from Blackstone and Greater Sum Ventures
- Dec 2, 2024I•••••• Secures Investment from Blackstone and Greater Sum Ventures I•••••• secures investment to accelerate innovation and growth in property management technology. December 2, 2024 Press Release
- Oct 1, 2024S••• Acquires B••••••••, Adding Payment Gateway and Expanding End-to-End Capabilities Acquisition of B•••••••• brings new technology and industry expertise to S•••, furthering its evolution as a leading payment processor. October 1, 2024 Press Release
- Jun 10, 2024Greater Sum Ventures Adds Kologik to its Growing P••••••• of Public Safety T••••••••• Solutions GSV announces its acquisition of Kologik, a leading innovator of responsive, scalable, and user-friendly software for law enforcement. June 10, 2024 Press Release
- Apr 2, 2024V•••• Names New Executive Leadership Team to Drive New Season of Growth Josh Weis succeeds Michelle Fischer as CEO upon her move to chair the company’s board of directors. April 2, 2024 Press Release
- Mar 13, 2024V•••• Acquires L•••••• A••• S••• M••••••••• S•••••••, S•••-Ware V•••• expands its aftermarket suite with robust product offerings covering the full ecosystem from single locations to multi-location operators. March 13, 2024 Press Release
- Mar 4, 2024T•••••• T••••••••• Acquires T••••••• to Enhance Mobility Solutions T•••••• T••••••••• acquires a leading fleet management software company known for its simple yet powerful platform in public and private commuter transportation. March 4, 2024 Press Release
- Oct 17, 2023S••• Payments Acquires APPS, Expands T••••••••• Stack Acquisition of Atlantic-Pacific Processing Systems brings new leadership and marks the continued evolution of S••• as a leading payment processor. October 17, 2023 Press Release
- Sep 5, 2023P••••••••• and Integrated P••••••• Solutions Merge to Create One of the Nation’s Largest Retail H•••••care Solutions Providers Transformative merger brings together two powerhouse software companies. September 5, 2023 Press Release
- May 9, 2023P••••••••• Announces Strategic Alliance with Inception Online Marketing Inception Online Marketing joins the P••••••••• Alliance, enhancing digital solutions for healthcare professionals. May 9, 2023 Press Release
- Mar 3, 2023LMPM J•••s I••••••’s S•••• of Vacation Rental Management Solutions I•••••• announces it has added LMPM, a next-generation property management system, to its software ecosystem supporting the vacation rental industry. March 3, 2023 Press Release
- Jan 23, 2023V•••• Acquires R•••• R•••• and Velocity A•••motive By bringing R•••• R•••• and Velocity together, V•••• is now the market leader in helping dealers connect their reconditioning-to-retail processes. January 23, 2023 Press Release
- Jan 10, 2023S••• Payments Names New Leadership Team John Kristel to take the helm as interim CEO, continuing the foundation for S•••’s growth and vision to be the leader in integrated payments worldwide. January 10, 2023 Press Release
- Dec 12, 2022Greater Sum Ventures Makes Majority Investment in R••••••••• S••••••• P••••••• ••••••••
- Dec 12, 2022Greater Sum Ventures Makes Majority Investment in R••••••••• S••••••• P••••••• •••••••• GSV announces majority investment in TrackerRMS, a leading cloud-based recruitment and staffing management system. December 12, 2022 Press Release
- Sep 22, 2022P••••••••• Acquires G••••••••• to Help H•••••care P•••••••s Modernize G••••••••• furthers P•••••••••’s leadership in helping practices thrive with an all-in-one practice marketing platform. September 22, 2022 Press Release
- Aug 5, 2022G•• E••••• H•••••••• L•• first filed Form ADV in the extract (IA)
- Jun 14, 2022Entrepreneur B••• N•• Shares His Journey to Growth Equity GSV Co-Founder and Managing Partner, B••• N••, talks about his journey from investment banking to entrepreneur to the exciting world of growth equity. June 14, 2022 Insight
- Jun 14, 2022Advice for Founders Considering Growth Equity In a recent interview, B••• N•• discusses a few key items that GSV focuses on during the investment process. June 14, 2022 Insight
- Jun 6, 2022V•••• Announces Strategic Growth Investment
- Jun 6, 2022V•••• Announces Strategic Growth Investment Investment was led by Greater Sum Ventures and includes participation from existing investors PSG, HarbourVest Partners, and Parkwood, and new investor L•••••••• C••••••. June 6, 2022 Press Release
- Mar 31, 2022Anyone Home J•••s I•••••• IQ’s S•••• of Property Management Solutions Client relationship management solution bolsters I••••••'s residential product suite. March 31, 2022 Press Release
- Dec 30, 2021Reverence Capital Partners Makes Majority Investment in M••••••• B••••• New partnership will further drive digital advancement for faith-based organizations. December 30, 2021 Press Release
- Dec 6, 2021L•••••••• C•••••• Leads Recapitalization of P•••••••••, J•••ing Founding Investor Greater Sum Ventures For Next Phase of Growth
- Nov 30, 2021S••• Acquires C••••, an A•••mated Surcharging P••••••• The all-in-one payment technology provider makes its third acquisition of 2021. November 30, 2021 Press Release
- Nov 5, 2021Community B••••• and Reverence Capital Partners Announce Majority Investment in M••••••• B••••• Investment will further drive digital advancement for faith-based organizations. November 5, 2021 Press Release
- Aug 5, 2021Government B••••• Announces Recapitalization with New and Existing Shareholders Government B••••• welcomes new shareholder TPG with an investment to accelerate the company’s strategic initiatives and transformational growth . August 5, 2021 Press Release
- Mar 18, 2021Fattmerchant Makes Strategic Investment in Fusebill Collaboration creates powerhouse software capabilities in automated subscription billing and payments. March 18, 2021 Press Release
Across the graphs
G•• E••••• H•••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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