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carrickcapitalpartners.com

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Investments

28

Portfolio Exits

6

Funds

12

Service Providers

1

About Carrick Capital Partners

Carrick Capital Partners is an investment firm focused on software and software-enabled businesses.

Carrick Capital Partners Headquarter Location

One California Street Suite 1900

San Francisco, California, 94111,

United States

415-432-4100

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Latest Carrick Capital Partners News

Carrick Capital Partners Promotes Ivan Whittey to Director

Sep 28, 2021

Carrick Capital Partners Promotes Ivan Whittey to Director SAN FRANCISCO and NEWPORT BEACH, Calif., September 27, 2021-- Carrick Capital Partners, a growth-oriented investment firm focused on software and software-enabled businesses, today announced the promotion of Ivan Whittey to Director. Ivan joined Carrick in September of 2020. Formerly a Vice President at Carrick Capital Partners, Ivan leads the thematic sourcing efforts within education technology and regulatory technology. He is also responsible for evaluating and executing new investments, and supporting portfolio companies including Everspring, Exiger, and Factor Law. "Ivan made an immediate impact in our sourcing and deal execution areas. This well-deserved promotion is a reflection on his outstanding contributions to the firm," explained Carrick Capital Partners Co-CEO Marc McMorris. Prior to joining Carrick, Ivan was on the investing teams of Spire Capital Partners and Lindsay Goldberg. He earned an MBA from The Wharton School of the University of Pennsylvania, with honors, and a BS from the Marshall School of Business of the University of Southern California. About Carrick Capital Partners Headquartered in San Francisco and Newport Beach, Carrick Capital Partners is a growth-oriented investment firm that utilizes ABV (Approach to Building Value) to operationally scale fast-growing, software-enabled businesses. Carrick adds value by taking a concentrated approach and dedicating significant resources post-investment. Leveraging decades of experience, Carrick helps scale great companies to maximize returns for investors, stimulate economic growth and positively impact the industry landscape. Working directly with CEOs and entrepreneurs, Carrick addresses a vital need for investment capital and growth expertise. For more information, please visit www.carrickcapitalpartners.com. Contact:

Carrick Capital Partners Investments

28 Investments

Carrick Capital Partners has made 28 investments. Their latest investment was in DailyPay as part of their Series D on May 5, 2021.

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Carrick Capital Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/18/2021

Series D

DailyPay

$175M

Yes

RPM Ventures, and Undisclosed Investors

5

3/3/2021

Private Equity

Renalogic

Yes

2

8/18/2020

Private Equity

Factor

$36.32M

Yes

3

4/11/2019

Series E

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$99M

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10

8/9/2018

Growth Equity - II

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$99M

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10

Date

5/18/2021

3/3/2021

8/18/2020

4/11/2019

8/9/2018

Round

Series D

Private Equity

Private Equity

Series E

Growth Equity - II

Company

DailyPay

Renalogic

Factor

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Amount

$175M

$36.32M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

RPM Ventures, and Undisclosed Investors

Sources

5

2

3

10

10

Carrick Capital Partners Portfolio Exits

6 Portfolio Exits

Carrick Capital Partners has 6 portfolio exits. Their latest portfolio exit was Discovery Health Partners on January 21, 2021.

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

1/21/2021

Acquired

$991

15

00/00/0000

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$991

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10

00/00/0000

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$991

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10

00/00/0000

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10

00/00/0000

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10

Date

1/21/2021

00/00/0000

00/00/0000

00/00/0000

00/00/0000

Exit

Acquired

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Companies

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Valuation

$991

$991

$991

Acquirer

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Sources

15

10

10

10

10

Carrick Capital Partners Acquisitions

2 Acquisitions

Carrick Capital Partners acquired 2 companies. Their latest acquisition was The Flatiron School on June 30, 2020.

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

6/30/2020

Acquired

$14.75M

Acq - Fin

1

5/21/2014

Leveraged Buyout

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$99M

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10

Date

6/30/2020

5/21/2014

Investment Stage

Acquired

Leveraged Buyout

Companies

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Valuation

Total Funding

$14.75M

$99M

Note

Acq - Fin

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Sources

1

10

Carrick Capital Partners Fund History

12 Fund Histories

Carrick Capital Partners has 12 funds, including Carrick Capital Partners III Co-Investment Fund V.

Closing Date

Fund

Fund Type

Status

Amount

Sources

8/4/2020

Carrick Capital Partners III Co-Investment Fund V

$5M

1

8/4/2020

Carrick Capital Partners III Co-Investment Fund

$5M

1

8/28/2019

Carrick Capital Partners III Co-Investment Fund III

Co-Investment Fund

$4.08M

1

9/14/2018

Carrick Capital Partners III Co-Investment Fund I

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$99M

10

8/31/2018

Carrick Capital Partners III Co-Investment Fund II

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$99M

10

Closing Date

8/4/2020

8/4/2020

8/28/2019

9/14/2018

8/31/2018

Fund

Carrick Capital Partners III Co-Investment Fund V

Carrick Capital Partners III Co-Investment Fund

Carrick Capital Partners III Co-Investment Fund III

Carrick Capital Partners III Co-Investment Fund I

Carrick Capital Partners III Co-Investment Fund II

Fund Type

Co-Investment Fund

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Status

Amount

$5M

$5M

$4.08M

$99M

$99M

Sources

1

1

1

10

10

Carrick Capital Partners Service Providers

1 Service Provider

Carrick Capital Partners has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Counsel

General Counsel

Service Provider

Associated Rounds

Provider Type

Counsel

Service Type

General Counsel

Partnership data by VentureSource

Carrick Capital Partners Team

6 Team Members

Carrick Capital Partners has 6 team members, including current Founder, Managing Director, Marc McMorris.

Name

Work History

Title

Status

Marc McMorris

Founder, Managing Director

Current

James C. Madden

Emory University, Accretive Technology Partners, Exult, MCI Systemhouse, Booz Allen Hamilton, and Accenture

Chief Executive Officer

Current

Christopher Wenner

Managing Director

Current

Paul Zolfaghari

MicroStrategy, Actian, U.S. Department of Justice, and Howrey Simon Arnold & Whi

Managing Director

Current

Alex Mason

Managing Director

Former

Name

Marc McMorris

James C. Madden

Christopher Wenner

Paul Zolfaghari

Alex Mason

Work History

Emory University, Accretive Technology Partners, Exult, MCI Systemhouse, Booz Allen Hamilton, and Accenture

MicroStrategy, Actian, U.S. Department of Justice, and Howrey Simon Arnold & Whi

Title

Founder, Managing Director

Chief Executive Officer

Managing Director

Managing Director

Managing Director

Status

Current

Current

Current

Current

Former

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