West Palm Beach, Fla. – Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it is acting as Administrative Agent and is the sole lender on a senior secured credit facility (the “Financing”) for Peer Advisors, parent company of Celink, the nation’s leading reverse mortgage subservicer. The Financing supports Celink’s continued ownership by private equity sponsor Further Global Capital Management (“Further Global”).

Celink provides a comprehensive set of services to reverse mortgage lenders and borrowers. Its services include loan onboarding, data validation, call center, payment processing, lines of credit disbursements, tax and insurance monitoring, occupancy monitoring, investor and regulator reporting, foreclosure and REO management, and record retention. Celink is based in Lansing, Mich., and Tulsa, Okla.

“Celink is the leading player in a complex and highly regulated niche industry and provides critical services to lenders and borrowers through its proprietary technology servicing platform,” said Jack Wyatt, a Principal at Comvest Credit Partners. “We are pleased to support Celink’s veteran management team and complete another transaction with Further Global, a highly experienced financial services-focused private equity sponsor. We look forward to working together to support Celink’s continued growth as well as on other opportunities in the sector.”

“Comvest Credit Partners worked collaboratively to deliver a creative financing structure that provides both capital at scale and addresses Celink’s unique needs for growth,” said Olivier Sarkozy, Managing Partner of Further Global. “In addition, the Comvest team’s deep understanding of the financial services sector was key to their ability to expeditiously get this deal done.”

About Celink
Celink has been the nation’s leading subservicer of reverse mortgages since 2005 and is the subservicer of choice for the nation’s largest reverse mortgage lenders. Celink is a Ginnie Mae-approved Participation Agent and Subcontract Servicer for the HMBS program, a Morningstar DBRS approved servicer, as well as a Moody’s approved servicer of reverse mortgages (“SQ2” rating). Celink utilizes an innovative servicing platform, ReverseServ Elite, which is fully scalable and supports numerous proprietary reverse mortgage products in addition to FHA’s HECM program. For more information, visit www.celink.com.

About Further Global Capital Management

Further Global Capital Management is an employee-owned private equity firm that makes investments in businesses within the business services and financial services industries. Further Global seeks to be a true partner with the management teams with whom it invests with an objective to be the “Capital Partner of Choice” to the industry. Further Global seeks out situations in which its extensive network, operational expertise and capital can drive significant value. Further Global has raised over $3 billion of cumulative committed and invested capital. For more information, visit www.furtherglobal.com.

About Comvest Credit Partners

Comvest Credit Partners, the direct lending platform of Comvest Partners, focuses on providing flexible financing solutions to middle-market companies. Comvest Credit Partners provides senior secured, unitranche, and second lien capital to sponsored and non-sponsored companies in support of growth, acquisitions, buyouts, refinancings, and recapitalizations, with credit facilities up to $300 million-plus. For more information, please visit comvest.com/direct-lending.

About Comvest Partners

Comvest Partners (“Comvest”) is a private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and opportunistic credit investment platforms, Comvest offers tailored investment solutions across the capital structure along with deep industry expertise, operating resources, a collaborative approach, and significant transaction experience as an active investor. In 2025, Comvest Partners proudly celebrates 25 years of investment management leadership, and today manages $15.7 billion in assets, with over $16.8 billion invested since inception. Comvest Partners is based in West Palm Beach, with offices in Chicago and New York City. For more information, please visit comvest.com.

West Palm Beach, Fla. – Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, today announced the close of Comvest Credit 2025-1 CLO, a $403 million collateralized loan obligation (CLO). Comvest Credit 2025-1 CLO marks the direct lender’s third CLO closing in the last 10 months, reflecting its commitment to becoming a programmatic CLO issuer.

“We are grateful for the continued support of our investor base in the growth of our alternative credit product line within Comvest’s middle-market direct lending strategy,” said Jason Gelberd, Partner, Chief Operating Officer and Co-Head of Direct Lending for Comvest Credit Partners. “We believe CLOs are a strategic, efficient and cost-effective financing tool in achieving our fund finance objectives while also serving to diversify our fund financing sources.”

Comvest Credit 2025-1 CLO is rated by Standard & Poor’s and collateralized by a diversified portfolio of senior secured loans, originated and managed by Comvest Credit Partners, with a two-year reinvestment period and a one-year non-call period.

Barclays served as the Lead Arranger and Co-Placement Agent. Keybanc Capital Markets acted as the Co-Structuring Agent.

About Comvest Credit Partners

Comvest Credit Partners, the direct lending platform of Comvest Partners, focuses on providing flexible financing solutions to middle-market companies. Comvest Credit Partners provides senior secured, unitranche, and second lien capital to sponsored and non-sponsored companies in support of growth, acquisitions, buyouts, refinancings, and recapitalizations, with credit facilities up to $300 million-plus. For more information, please visit comvest.com/direct-lending.

About Comvest Partners

Comvest Partners (“Comvest”) is a private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and opportunistic credit investment platforms, Comvest offers tailored investment solutions across the capital structure along with deep industry expertise, operating resources, a collaborative approach, and significant transaction experience as an active investor. In 2025, Comvest Partners proudly celebrates 25 years of investment management leadership, and today manages $15.7 billion in assets, with over $16.8 billion invested since inception. Comvest Partners is based in West Palm Beach, with offices in Chicago and New York City. For more information, please visit comvest.com.

West Palm Beach, Fla. – Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it is acting as Administrative Agent and is the sole lender on a senior secured credit facility (the “Financing”) for Wheeler Fleet Solutions (“Wheeler” or the “Company”), a leading aftermarket truck parts distribution company based in Somerset, Pa. The Financing supported the acquisition of the Company from VSE Corporation (NASDAQ: VSEC) by private equity firm One Equity Partners.

Founded in 1960, Wheeler provides replacement parts and engineering solutions to the medium and heavy-duty fleet market, offering a complete line of products along with inventory management, e-commerce fulfillment, logistics, supply chain support and other aftermarket services. Wheeler operates distribution centers in Pennsylvania, Mississippi and Texas.

“Wheeler is an established, long-tenured brand with strong performance in an attractive niche market with recurrent customer demand for parts and services,” said Bryce Peterson, a Managing Director of Comvest Credit Partners. “Our credit strategy continues to invest in well-positioned middle-market companies in the industrials vertical, one of our targeted industries of firm expertise.”

“We are pleased to complete another transaction with One Equity Partners, which has also built a deep industrials investment practice. We look forward to working with the team in support of the acquisition and Wheeler’s continued growth,” said Tom Goila, Partner and Head of Originations at Comvest Credit Partners.

“We are appreciative of Comvest Credit Partners’ ability to move quickly in their diligence and investment decision, bringing a certainty to the transaction process that contributed to our acquisition’s successful close,” said Steve Lunau, Partner at One Equity Partners.

About Wheeler Fleet Solutions
Wheeler Fleet Solutions (“Wheeler”) began as Wheeler Bros. in 1960 as a small engine repair shop in Somerset, Pennsylvania. From those roots, the company has grown into a fleet-focused parts distribution and services company with over 300 employees. Wheeler Fleet Solutions ships over three million line items yearly to 700 managed inventory stock rooms and thousands of B2B customers across the United States. Wheeler offers a huge selection of parts as well as stockroom and inventory management services, fleet management software and curated custom-engineered service parts. For more information, please visit www.wheelerfleet.com.

About One Equity Partners
One Equity Partners (“OEP”) is a middle market private equity firm focused on the industrial, healthcare, and technology sectors in North America and Europe. The firm seeks to build market-leading companies by identifying and executing transformative business combinations. OEP is a trusted partner with a differentiated investment process, a broad and senior team, and an established track record generating long-term value for its partners. Since 2001, the firm has completed more than 400 transactions worldwide. OEP, founded in 2001, spun out of JP Morgan in 2015. The firm has offices in New York, Chicago, Frankfurt and Amsterdam. For more information, please visit www.oneequity.com.

About Comvest Credit Partners

Comvest Credit Partners, the direct lending platform of Comvest Partners, focuses on providing flexible financing solutions to middle-market companies. Comvest Credit Partners provides senior secured, unitranche, and second lien capital to sponsored and non-sponsored companies in support of growth, acquisitions, buyouts, refinancings, and recapitalizations, with credit facilities up to $300 million-plus. For more information, please visit comvest.com/direct-lending.

About Comvest Partners

Comvest Partners (“Comvest”) is a private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and opportunistic credit investment platforms, Comvest offers tailored investment solutions across the capital structure along with deep industry expertise, operating resources, a collaborative approach, and significant transaction experience as an active investor. In 2025, Comvest Partners proudly celebrates 25 years of investment management leadership, and today manages $15.7 billion in assets, with over $16.8 billion invested since inception. Comvest Partners is based in West Palm Beach, with offices in Chicago and New York City. For more information, please visit comvest.com.

West Palm Beach, Fla. – Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it is acting as Administrative Agent and is the sole lender on a senior secured credit facility (the “Financing”) for CyberMaxx (the “Company”), a Chicago-based provider of managed cybersecurity services. The Financing supported the Company’s refinancing and acquisition of Cybersafe Solutions, LLC (“Cybersafe”). CyberMaxx is a portfolio company of private equity firm Periscope Equity.

CyberMaxx provides managed detection and response (MDR) cybersecurity solutions to enterprise-level customers across a variety of end markets in healthcare, financial services, utilities and other industries. Its acquisition of Cybersafe, a provider of continuous MDR services, adds broader security services and depth of knowledge to its offering.

“CyberMaxx is a rapidly growing company in the cybersecurity space, which is buoyed by strong tailwinds as companies increasingly turn to outsourced cybersecurity services to protect against attacks,” said Brian Cercek, Managing Director and Co-Head of Software & Technology Services for Comvest Credit Partners. “Comvest Credit Partners was pleased to serve as CyberMaxx’s lender and support the Company’s ability to scale its security resources.”

“We look forward to growing our relationship with Periscope Equity, a technology-focused sponsor, and are excited to close another investment in the technology vertical, an area of continued focus,” said Joe Higginbotham, Managing Director and Co-Head of Software & Technology Services for Comvest Credit Partners.

“The Comvest Credit Partners team brought a responsive and creative approach in structuring a flexible facility that helps accelerate CyberMaxx’s organic and acquisitive growth,” said Eric Hinkle, a Principal of Periscope Equity.

About CyberMaxx

CyberMaxx provides comprehensive managed detection and response services that protect organizations from today’s complex cyber threats. With a focus on proactive security measures, CyberMaxx delivers innovative technology combined with expert human oversight, offering robust protection and peace of mind to clients across various industries. For more information, visit https://www.cybermaxx.com.

About Periscope Equity

Periscope Equity is a Chicago-based, lower-middle market private equity firm that partners with founder-owned, technology-enabled business service companies. For more information, visit: https://periscopeequity.com.

About Comvest Credit Partners

Comvest Credit Partners, the direct lending platform of Comvest Partners, focuses on providing flexible financing solutions to middle-market companies. Comvest Credit Partners provides senior secured, unitranche, and second lien capital to sponsored and non-sponsored companies in support of growth, acquisitions, buyouts, refinancings, and recapitalizations, with credit facilities up to $300 million-plus. For more information, please visit comvest.com/direct-lending.

About Comvest Partners

Comvest Partners (“Comvest”) is a private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and opportunistic credit investment platforms, Comvest offers tailored investment solutions across the capital structure along with deep industry expertise, operating resources, a collaborative approach, and significant transaction experience as an active investor. In 2025, Comvest Partners proudly celebrates 25 years of investment management leadership, and today manages $15.7 billion in assets, with over $16.8 billion invested since inception. Comvest Partners is based in West Palm Beach, with offices in Chicago and New York City. For more information, please visit comvest.com.

West Palm Beach, Fla. – Comvest Partners (“Comvest”), a middle-market private equity and credit investment firm, today announced the sale of Atomic Transport (“Atomic”), a leading provider of specialized waste management services based in Chattanooga, Tenn. Atomic had been a portfolio investment of Comvest Credit Opportunities, Comvest’s opportunistic credit strategy, since 2021.

Atomic provides long-haul waste transport and transfer station management services to waste management companies nationwide. Since its formation in 2015, Atomic has expanded its operations to 30 customer waste terminals across 19 states, providing highly tailored solutions to transport municipal solid, liquid and construction and demolition waste from waste transfer stations to landfills.

“This successful outcome highlights Comvest’s ability to structure a flexible opportunistic credit solution as well as provide strategic and operational value-add,” said Derek Gould, a Managing Director of Comvest. “We are thrilled to have played a role in Atomic’s strong performance over the past four years and are very pleased that our firm’s resources were able to contribute so meaningfully to Atomic’s value creation process.”

Atomic’s revenue and EBITDA nearly tripled over Comvest’s investment period, during which Atomic added widely recognized industry veterans to its leadership team, made substantial investments in its equipment fleet, and enhanced its operating systems to ensure consistent delivery of best-in-class waste management services.

Shayne McCallie, Co-Founder and CEO of Atomic said, “Our partnership with Comvest has been pivotal to our ability to pursue transformational growth opportunities and drive significant value creation. We thank the Comvest team for their capital support, additive operating expertise and overall guidance.”

Houlihan Lokey served as financial advisor to Atomic and Goldberg Kohn served as legal advisor to Comvest in connection with the transaction.

About Comvest Credit Opportunities

Comvest Credit Opportunities, the opportunistic credit investment platform of Comvest Partners, provides bespoke financing solutions structured as debt and/or non-control equity to middle-market companies that require creativity and flexibility in achieving their strategic goals. Comvest Credit Opportunities brings knowledge of all parts of the capital structure, specialized underwriting and industry expertise, access to the firm’s versatile operating resources, and decades of experience working with companies in many types of non-control situations to its work supporting sponsored and non-sponsored companies, with the ability to invest up to $100 million-plus per transaction. For more information, please visit comvest.com/opportunistic-credit.

About Comvest Partners

Comvest Partners (“Comvest”) is a private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and opportunistic credit investment platforms, Comvest offers tailored investment solutions across the capital structure along with deep industry expertise, operating resources, a collaborative approach, and significant transaction experience as an active investor. In 2025, Comvest Partners proudly celebrates 25 years of investment management leadership, and today manages $15.7 billion in assets, with over $16.8 billion invested since inception. Comvest Partners is based in West Palm Beach, with offices in Chicago and New York City. For more information, please visit comvest.com.

West Palm Beach, Fla. – Comvest Partners (“Comvest”) is proud to recognize its 25^th anniversary in 2025. Since its inception, Comvest has become one of the nation’s premier middle market private investment firms, managing more than $15 billion of assets across tailored private equity, direct lending, and opportunistic credit capital solutions on behalf of investors worldwide.

“Celebrating 25 years of investment management leadership is extremely rewarding,” said Michael Falk, Comvest’s Founder and Executive Chairman. “Comvest began as a private equity investor focused on partnering with entrepreneurs to help drive value creation in their businesses. We launched our direct lending strategy nearly 20 years ago to capitalize on our private equity insights and resources. We have continuously invested in our teams to expand our investment capabilities and scale deployment while remaining steadfast in our investment approach. I am grateful to our Limited Partners, management teams, intermediaries and employees, including many long-tenured, who have been part of our journey.”

Since its inception, Comvest has invested over $16.8 billion in more than 350 middle-market companies across its investment strategies. The firm’s product line now spans private equity funds, private credit funds, opportunistic credit funds, business development companies, and collateralized loan obligations, among other investment vehicles.

Robert O’Sullivan, Chief Executive Officer and Co-Founder of Comvest Credit Partners, said, “We have been diligent about building our credit business to earn the reputation as a go-to source of flexible non-bank debt financing solutions for both sponsored and non-sponsored middle-market companies. Comvest’s highly collaborative investment strategies, extensive network of executive partners and operating resources, deep sector expertise and high-quality investment team continue to be key success factors in our differentiated strategy.”

Added Maneesh Chawla, Managing Partner and head of Comvest Private Equity, “We are passionate about fostering real partnerships with founders and management teams — leveraging our operational resources to build businesses for lasting growth. The future is bright, and we’re excited about the opportunities ahead.”

Comvest’s focus areas include business services, consumer and retail, financial services, healthcare, industrials, infrastructure and field services, professional and managed services, software and technology services, and specialty finance.

The firm’s diversified global investor base includes foundations, insurance companies, public and private pension funds, sovereign wealth funds, asset managers, consultants and family offices in the United States, Europe, Latin America, and Asia.

Comvest employs approximately 130 professionals across its offices in West Palm Beach, Chicago and New York City.

About Comvest Partners

Comvest Partners (“Comvest”) is a private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and opportunistic credit investment platforms, Comvest offers tailored investment solutions across the capital structure along with deep industry expertise, operating resources, a collaborative approach, and significant transaction experience as an active investor. In 2025, Comvest Partners proudly celebrates 25 years of investment management leadership, and today manages $15.7 billion in assets, with over $16.8 billion invested since inception. Comvest Partners is based in West Palm Beach, with offices in Chicago and New York City. For more information, please visit comvest.com.

West Palm Beach, Fla. – Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, today announced the recent close of Comvest Credit 2024-2 CLO (“Comvest CLO-2”), at $650 million. Comvest CLO-2 follows Comvest Credit Partners’ debut collateralized loan obligation (CLO) vehicle in July 2024.

“We continue to leverage Comvest’s longstanding expertise in middle-market credit investment management to expand our alternative credit platform with products that help achieve our fund finance objectives,” said Jason Gelberd, Partner, Chief Operating Officer and Co-Head of Direct Lending for Comvest Credit Partners. “We believe access to the CLO market provides an efficient and cost-effective portfolio leverage management tool that also diversifies our funds’ financing base. We are thankful for the confidence of our new and existing investors in our approach.”

Comvest CLO-2 is rated by Standard & Poor’s and collateralized by a diversified portfolio of senior secured loans, originated and managed by Comvest Credit Partners, with a three-year reinvestment period and a two-year non-call period.

Deutsche Bank Securities Inc. served as the Lead Arranger. GreensLedge Capital Markets LLC plc acted as the Co-Placement Agent.

About Comvest Credit Partners

Comvest Credit Partners, the direct lending platform of Comvest Partners, focuses on providing flexible financing solutions to middle-market companies. Comvest Credit Partners provides senior secured, unitranche, and second lien capital to sponsored and non-sponsored companies in support of growth, acquisitions, buyouts, refinancings, and recapitalizations, with credit facilities up to $300 million-plus. For more information, please visit comvest.com/direct-lending.

About Comvest Partners

Comvest Partners (“Comvest”) is a private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and opportunistic credit investment platforms, Comvest offers tailored investment solutions across the capital structure along with deep industry expertise, operating resources, a collaborative approach, and significant transaction experience as an active investor. In 2025, Comvest Partners proudly celebrates 25 years of investment management leadership, and today manages $15.7 billion in assets, with over $16.8 billion invested since inception. Comvest Partners is based in West Palm Beach, with offices in Chicago and New York City. For more information, please visit comvest.com.

Investment supports acquisition of Haven Behavioral Healthcare

West Palm Beach, Fla. – Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it is acting as Administrative Agent and is the sole lender on a $237 million senior secured credit facility (the “Financing”) for Oceans Healthcare (“Oceans”, or the “Company”), of Plano, Texas. The Financing marks Comvest Credit Partners’ fourth investment in Oceans since 2016 and supports the Company’s acquisition of Haven Behavioral Healthcare, Inc., of Nashville, Tenn. Oceans is a portfolio company of private equity firm Webster Equity Partners.

Founded in 2004, Oceans offers inpatient and outpatient mental health care treatment programs to adolescent, adult, and geriatric patients, with a focus on reaching at-risk populations in underserved markets. With the Haven acquisition, Oceans has expanded its reach into five new states, and now operates 48 facilities across nine states.

“Oceans is a strong performer that continues to broaden and diversify its business, buoyed by favorable tailwinds for behavioral health care services and the support of Webster Equity Partners, a healthcare-focused sponsor,” said Bryce Peterson, Managing Director and Co-Head of Healthcare at Comvest Credit Partners.

“It has been a pleasure working with Oceans’ impressive leadership team to develop tailored financing solutions that have helped the Company achieve a number of growth milestones over the last decade,” said Tom Goila, Partner and Co-Head of Healthcare at Comvest Credit Partners.

“Comvest Credit Partners has been a reliable and responsive lender through multiple phases of our expansion,” said Stuart Archer, Chief Executive Officer of Oceans. “Comvest understands Oceans’ business and market sector. Its ability to underwrite facilities that support transformative initiatives such as the Haven acquisition has helped us execute on our mission to expand access to high-quality, patient-centered behavioral health care.”

About Oceans Healthcare

Oceans Healthcare is a growing behavioral health provider focused on healing and long-term recovery. Founded in 2004, Oceans provides inpatient and outpatient treatment in 48 facilities across nine states. The company consistently achieves industry-leading performance metrics on national quality and safety measurements, as determined by the Centers for Medicare and Medicaid Services (CMS) and The Joint Commission. For more information, please visit www.oceanshealthcare.com.

About Webster Equity Partners

Founded in 2003, Webster is a private equity firm that focuses on high impact growth strategies that seek to deliver optimal outcomes for its investors, portfolio companies and the communities that it serves. Its mission is to deliver superior returns to our partners through the investment in and development of purpose driven patient-centric healthcare organizations dedicated to providing best of class clinical care and service to their patients. For more information, please visit https://websterequitypartners.com/.

About Comvest Credit Partners

Comvest Credit Partners, the direct lending platform of Comvest Partners, focuses on providing flexible financing solutions to middle-market companies. Comvest Credit Partners provides senior secured, unitranche, and second lien capital to sponsored and non-sponsored companies in support of growth, acquisitions, buyouts, refinancings, and recapitalizations, with credit facilities up to $300 million-plus. For more information, please visit comvest.com/direct-lending.

About Comvest Partners

Comvest Partners (“Comvest”) is a private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and special opportunities investment platforms, Comvest offers tailored investment solutions across the capital structure along with deep industry expertise, operating resources, a collaborative approach, and significant transaction experience as an active investor. Today, Comvest manages $15.4 billion in assets, and has invested over $16.8 billion since inception. Comvest is based in West Palm Beach, with offices in Chicago and New York City. For more information, please visit comvest.com.

West Palm Beach, Fla. – Comvest Private Equity, a leading middle-market private equity investment group, is pleased to announce the promotions of three professionals on its investment team. Matt Kunz has been promoted to Partner; Alex Ray, to Managing Director, Business Development; and Stephanie Tack, to Senior Associate, Business Development.

“The promotions reflect these individuals’ exceptional contributions to the success of our private equity strategy,” said Maneesh Chawla, Managing Partner of Comvest Private Equity. “We have benefited from their expertise, dedication and leadership. We congratulate them all on this milestone and look forward to their continued contributions and expanding roles.”

• Matt Kunz — Partner. Since joining Comvest in 2021 as a Principal, Mr. Kunz has played a key role in expanding the firm’s Infrastructure and Field Services investment efforts. He serves on the boards of Bland Landscaping, Duke’s Root Control, and Lasko. Prior to joining Comvest, he was a Principal at Concentric Equity Partners and held investment roles at H.I.G. Capital and CHS Capital. Mr. Kunz received an M.B.A., with honors, from the Wharton School at the University of Pennsylvania. He earned an M.S. and a B.S. in Accountancy, with honors, from the University of Illinois at Urbana-Champaign.
• Alex Ray — Managing Director, Business Development. Since joining Comvest in 2022 as Director of Business Development, Mr. Ray has played a key role in expanding Comvest’s sourcing efforts and strengthening relationships with intermediary partners. Prior to joining Comvest, he was a Director on the Strategy and M&A team at The Heritage Group, where he led origination efforts for buyout and growth equity investments. Mr. Ray received a B.S. in Finance from the Kelley School of Business at Indiana University.
• Stephanie Tack — Senior Associate, Business Development. Ms. Tack joined Comvest in 2012 as an Associate and has been an essential member of the Business Development team, supporting the firm’s sourcing efforts and front-end legal document management process. Prior to joining Comvest, she was a Financial and Research Analyst at Harch Capital Management. Ms. Tack received a B.B.A in Finance and Accounting from Florida Atlantic University.

About Comvest Private Equity

Comvest Private Equity is the private equity strategy of Comvest Partners, a leading private equity and credit investment firm with $15.3 billion of assets under management and over $14.4 billion invested since its inception in 2000. Based in West Palm Beach, Comvest Private Equity pursues control investments in leading middle-market companies that can benefit from the strategy’s financial sponsorship, strategic guidance, and operating resources to build businesses for lasting growth. Committed to the principles of partnership and collaboration, Comvest Private Equity’s investment professionals bring deep industry expertise, significant transaction experience, and a broad network of industry relationships to their work with management to execute strategic initiatives focused on driving growth and operational improvement in the core business. For more information, please visit https://comvest.com/private-equity.

West Palm Beach, Fla. – Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it is acting as Administrative Agent on a senior secured credit facility (the “Financing”) to support the merger of Opexus and Casepoint (together, the “Company”), providers of software technology services to the federal government. The Financing also supported the majority investment in the Company from private equity firm Thoma Bravo.

Opexus is a leading provider of process management software for federal government agencies. Casepoint is the industry leader in data discovery technology for litigation, investigations, and data compliance for the federal government and regulated commercial industries. The merger creates a leading provider of data discovery and process management software services for government and regulated enterprises in North America.

“Opexus and Casepoint are high-quality providers of essential data services that have built strong brands in the government technology space,” said Brian Cercek, a Managing Director and Co-Head of Software & Technology Services at Comvest Credit Partners. “This transaction highlights our ability to provide flexible credit financing solutions that support high recurring revenue businesses within the software vertical, an area of continued investment focus.”

“We are pleased to agent our first transaction with Thoma Bravo, a widely recognized software technology investment sponsor, and look forward to further developing our relationship in support of Opexus and Casepoint and other opportunities in the software technology space,” said Kamau Hixon, a Principal at Comvest Credit Partners.

“Comvest Credit Partners worked efficiently on a tight timeline and were easy to partner with. They effectively addressed our financing need as we established an innovative process management and discovery platform,” said Matt Gilbert, a Managing Director at Thoma Bravo.

About OPEXUS

OPEXUS is the leader in FedRAMP-certified government process management software with more than 30 years of experience supporting public institutions. The company brings operational excellence to governments’ middle office so agencies can focus on the critical work of mission delivery. OPEXUS empowers 100,000 government users with exceptional technology experiences and a built-for-government product suite, including solutions for audit, investigations, correspondence, Freedom of Information Act (FOIA) requests, and employee & labor. Located in the heart of Washington, D.C., OPEXUS works with more than 200 public institutions in the US and Canada. For more information, visit opexustech.com.

About Casepoint

Casepoint is the trusted data discovery platform for government agencies and regulated corporations. Leveraging the power of AI and advanced analytics, its end-to-end platform empowers teams to seamlessly collect, preserve, and discover vast amounts of data from diverse sources, enabling secure data-responsive workflows at enterprise scale. From legal hold and data preservation to cloud collections and eDiscovery, Casepoint streamlines everything from litigation, investigations, and compliance to Congressional Inquiries. With unmatched military-grade security, enterprises can manage their data confidently, enhance efficiency, mitigate risk, and meet reporting and compliance obligations with ease. For more information, visit casepoint.com.

About Comvest Credit Partners

Comvest Credit Partners, the direct lending platform of Comvest Partners, focuses on providing flexible financing solutions to middle-market companies. Comvest Credit Partners provides senior secured, unitranche, and second lien capital to sponsored and non-sponsored companies in support of growth, acquisitions, buyouts, refinancings, and recapitalizations, with credit facilities up to $300 million-plus. For more information, please visit comvest.com/direct-lending.

About Comvest Partners

Comvest Partners (“Comvest”) is a private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and special opportunities investment platforms, Comvest offers tailored investment solutions across the capital structure along with deep industry expertise, operating resources, a collaborative approach, and significant transaction experience as an active investor. Today, Comvest manages $15.3 billion in assets, and has invested over $14.4 billion since inception. Comvest is based in West Palm Beach, with offices in Chicago and New York City. For more information, please visit comvest.com.