Targeted investment focus Carrick Capital Partners concentrates on technology-enabled services and software-enabled businesses, presenting sales opportunities with portfolio companies in BPO, transaction processing, SaaS, and related IT services that may need capital, strategic guidance, or scale-up support.

Growth-driven partnerships Recent investments and promotions indicate an active growth mandate. Approach: identify high-potential software and services firms seeking scale, capital, or strategic partnerships, aligning with Carrick’s track record of value creation for investors.

Recent deal signals Notable recent moves include investments in Veritas Prime and Intelligo, plus a large Series B for OnPay. Use these signals to prioritize outreach to similar BPO, payroll tech, background check, and SAP S/4 finance-focused SaaS and services companies.

Regional leadership Key leadership promotions in California and the firm’s focus on software-enabled businesses suggest opportunities with early-to-mid stage tech firms in the West Coast seeking growth capital, governance support, and strategic exits.

Financial and tech readiness With revenue in the $10M-$25M range and a tech stack spanning cloud, web, and analytics tools, Carrick-friendly targets include mid-market software, service-enabled platforms, and fintech/process automation players seeking scale, strategic capital, and operational expertise.