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Private Equity
bluffpt.com

Investments

20

Portfolio Exits

8

Service Providers

1

About Bluff Point Associates

Bluff Point Associates is a private equity firm based in Westport, Connecticut. Bluff Point actively invests in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry, as well as the healthcare information services sector.

Headquarters Location

274 Riverside Avenue

Westport, Connecticut, 06880,

United States

203-557-9450

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CB Insights Intelligence Analysts have mentioned Bluff Point Associates in 1 CB Insights research brief, most recently on Mar 17, 2021.

Latest Bluff Point Associates News

True North Networks and RightSize Solutions Combine to Form Visory

Jul 18, 2022

Visory Becomes a Leading Provider of Technology Management, Cybersecurity and Hosting Solutions for RIAs, Accountants and Others July 18, 2022 11:00 AM Eastern Daylight Time CHESTERFIELD, Mo. & SWANZEY, N.H.--( BUSINESS WIRE )-- True North Networks has joined forces with RightSize Solutions to become Visory , a leading provider of technology management, cybersecurity and hosting solutions for independent registered investment advisors (RIAs). True North Networks provides SEC-compliant technology solutions, network security and support to independent RIAs and other businesses across the country. RightSize Solutions also provides IT management and cybersecurity services to RIAs. The companies are among the leading cloud hosting solutions providers for RIAs, according to the 2022 T3/Inside Information Survey 1. Together as Visory, the combined entity offers RIAs the most flexible enterprise-level technology and cybersecurity solutions that can scale to support firms of any size. Prior to the combination, True North Networks and RightSize Solutions were independent portfolio companies of Bluff Point Associates , a Westport, Connecticut-based private equity firm. “Visory is here to be your firm’s hands-on partner in digital transformation, because world-class technology and cybersecurity should be accessible to every organization,” said Bob Hollander, Chief Executive Officer of Visory. “As we bring together complementary IT capabilities and expertise with a deep bench of resources, we’ll continue to raise the bar on service and help clients use technology to do business better.” “Our commitment to delivering robust IT solutions and support to RIAs is as strong as when we opened for business 20 years ago,” said Steven Ryder, the founder of True North Networks and the Chief Strategy Officer of Visory. “The combination with RightSize was the natural next step for our business, and I’m excited to be a part of Visory’s growth going forward.” “After many years of competing with one another, I’m excited to finally collaborate and work with Steven – we share a passion for helping advisors stay connected, cybersecure and compliant with innovative technology that really works for RIAs and others,” said Wes Stillman, the founder of RightSize Solutions and Visory’s Chief Technology Officer. With headquarters in Chesterfield, Missouri, Visory will continue operating with its remote workforce, and keep its existing offices in Lenexa, Kansas, Swanzey, New Hampshire, and Scarborough, Maine. The company’s hosting services business for accounting and construction firms will continue to do business as Swizznet. Visory is actively recruiting for talent across the entire organization as a result of this transaction. About Visory Visory is the hands-on technology partner for independent financial advisors, accounting and construction firms, and other businesses. The company combines deep knowledge of the best business-oriented software with proven industry expertise to deliver thoughtful technology solutions and support to help firms grow. The company maintains headquarters in Chesterfield, Missouri, with a remote workforce and other office locations across the U.S. For more information, visit www.visory.net . About True North Networks Founded in 2002, True North Networks, a Visory company, offers managed IT services, hosting and support to independent RIAs and other organizations of varying sizes across the country. The company partners with leading technology firms to provide information and network security and support, eliminating IT issues before they cause expensive downtime. For more information, visit www.truenorthnetworks.com . About RightSize Solutions Founded in 2002, RightSize Solutions, a Visory company, helps RIAs and other wealth managers gain a competitive advantage with technology and do better business. RightSize was the first provider of outsourced technology management and cloud-based cybersecurity solutions to the RIA industry. The company is committed to helping independent advisors achieve business excellence in a safe, secure and compliant operating environment. For more information, visit www.rightsize-solutions.com . About Bluff Point Associates Bluff Point Associates is a private equity firm based in Westport, Connecticut. Bluff Point actively invests in the healthcare information services sector and in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry. Bluff Point's team collectively has decades of experience recognizing a company's growth potential and working with its management to realize that potential. For more information regarding Bluff Point, visit www.bluffpt.com .

Bluff Point Associates Investments

20 Investments

Bluff Point Associates has made 20 investments. Their latest investment was in Intraprise Health as part of their Series C on January 1, 2022.

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Bluff Point Associates Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/19/2022

Series C

Intraprise Health

$3M

Yes

2

12/5/2018

Series A

AQMetrics

$3.4M

No

1

8/2/2017

Series A

EazyScripts

$2M

Yes

5

2/1/2017

Private Equity

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$99M

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10

10/27/2016

Series B

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$99M

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10

Date

1/19/2022

12/5/2018

8/2/2017

2/1/2017

10/27/2016

Round

Series C

Series A

Series A

Private Equity

Series B

Company

Intraprise Health

AQMetrics

EazyScripts

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Amount

$3M

$3.4M

$2M

$99M

$99M

New?

Yes

No

Yes

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Co-Investors

Sources

2

1

5

10

10

Bluff Point Associates Portfolio Exits

8 Portfolio Exits

Bluff Point Associates has 8 portfolio exits. Their latest portfolio exit was True North Networks on July 18, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

7/18/2022

Merger

$99M

2

4/16/2021

Acquired

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$99M

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10

12/14/2018

Acquired

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$99M

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10

5/4/2016

Acq - Fin

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$99M

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10

10/22/2015

Corporate Majority

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$99M

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10

Date

7/18/2022

4/16/2021

12/14/2018

5/4/2016

10/22/2015

Exit

Merger

Acquired

Acquired

Acq - Fin

Corporate Majority

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

10

10

10

10

Bluff Point Associates Acquisitions

2 Acquisitions

Bluff Point Associates acquired 2 companies. Their latest acquisition was True North Networks on March 12, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

3/12/2021

$99M

Acq - Fin

2

7/1/2019

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$99M

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10

Date

3/12/2021

7/1/2019

Investment Stage

Companies

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Valuation

$99M

$99M

Total Funding

Note

Acq - Fin

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Sources

2

10

Bluff Point Associates Service Providers

1 Service Provider

Bluff Point Associates has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Acq - Fin

Investment Bank

Financial Advisor

Service Provider

Associated Rounds

Acq - Fin

Provider Type

Investment Bank

Service Type

Financial Advisor

Partnership data by VentureSource

Bluff Point Associates Team

3 Team Members

Bluff Point Associates has 3 team members, including current Chief Executive Officer, Thomas McInerney.

Name

Work History

Title

Status

Thomas McInerney

Chief Executive Officer

Current

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Name

Thomas McInerney

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Work History

Title

Chief Executive Officer

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Status

Current

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