EAM is a growth-oriented private equity firm.
We are building the pre-eminent lower mid-market technology-focused growth buyout firm. We aim to be the investor of choice for founders and growth-oriented executives seeking a partner who will support their vision for long-term profitable growth and the pursuit of operational excellence. We do so in a spirit of data-driven candor, hard work and partnership.
We focus entirely on Technology and Tech-enabled service companies.
EAM provides tailored capital solutions and strategic and operating support to companies with long term growth potential. We typically invest $25M to $100M of capital per company for growth equity or to support shareholder transitions.
We have earned our reputation for being a steadfast partner to Founders and growth-oriented executives over many years.
Collectively, our investment team has more than ninety years of investment and operating experience in growth companies. In addition to working side by side with Founders and CEOs, our team has served on the Board of Directors of over fifty private companies and ten public companies in the technology sector.
We invest in a select number of high potential companies. This strategy allows us to provide demonstrable value-add to every company in our portfolio while offering our investors a differentiated investment opportunity.
EAM has a track record of investing in SaaS based companies within high growth markets and can provide operational expertise that will allow us to accelerate our growth initiatives.…I’m thrilled we have them as a trusted partner as we enter this exciting new phase of our journey.
As we continue to execute on our mission to transform behavioral healthcare, we are excited to bring on a partner who shares our vision...We are impressed by the deep investment experience, healthcare and technology expertise, and collaborative approach of Tom Roberts and the entire Equality team.
We help exceptional companies grow.
Financial automation software for hospitality, restaurants and retailView Website
Tech-enabled behavioral healthView Website
Ecommerce infrastructure software for retailers, distributors and wholesalersView Website
Specialty lines insurance software platformView Website
We are known for creating value and forging lasting relationships with Founders and CEOs of market-leading companies.
Wendy CebulaRead Bio
Tara CiongoliRead Bio
Jeff Del PapaRead Bio
Gabriel GomezRead Bio
Oscar LoynazRead Bio
Shawn McGowanRead Bio
Tom RobertsRead Bio
Ben TahmoushRead Bio
Michaela ThompsonRead Bio
Wendy is an Operating Partner.
I have a passion for helping to develop people, process and technology to create amazing value for customers and to drive growth for companies, employees and investors. Equality has a focused investment strategy, strong and diverse team and a true partnership approach. At Equality, operating partners begin engaging during the diligence process and work side-by-side with deal team members to create an investment thesis and share ownership for it. This allows us to develop a deep understanding of the businesses we support and to develop trusted relationships with management early in the process.
Wendy has more than twenty years of operating experience in high growth technology enabled businesses, both public and private. She has also served on Boards for Private Equity backed companies.
• Vistaprint (Cimpress)
• Partners First
• Rochester Institute of Technology
Tara is a Senior Advisor.
Equality’s mission, to build a world class private equity firm that partners with CEOs to build a small number of exceptional companies for the long-term spoke compellingly to me, and brought me back to what I loved most about my past professional experiences, specifically helping companies grow and thrive. Helping to build a team of exceptionally talented and diverse individuals similarly inspired by that mission has been the best part.
Prior to co-founding Equality, Tara spent a decade in management consulting, business development, and professional development. Tara began her career at McKinsey & Company, where she worked for eight years, focusing on strategy and organization work for primarily financial services clients. Previously, Tara worked at Time Inc. Interactive, and with two investment firms as a Summer Associate, Lone Pine Capital and Venturehouse Group.
• McKinsey & Company
• Venturehouse Group
• Lone Pine Capital
• Time Warner/ Time Inc.
• Harvard Business School
• Princeton University
Jeff is Co-Founder and Managing Partner of EAM. He currently sits on the boards of PCMI, Miva and Evention.
Jeff has been investing in private software companies for more than twenty years. His experience includes partnering with management teams to complete buyout, growth equity, carve out and take private transactions. Jeff started his private equity career at Summit Partners and also worked at Thoma Bravo and TA Associates, where he led and helped manage investments in software and services companies.
Jeff’s passion is working with product-led growth software companies and partnering with leadership teams and founders to provide growth support through EAM’s Investor-Operator strategy.
Jeff graduated from Babson College and has a MBA from Harvard Business School.
Gabriel is a Senior Advisor.
Prior to Equality, Gabriel spent over twelve years in private equity at Advent International and Summit Partners in a variety of roles and industries. He also co-founded O2X, an education and training company focused on maximizing human performance. Gabriel also ran for the U.S. Senate in MA where he won the Republican primary in a special election before losing the general election. Additionally, Gabriel worked in mergers and acquisitions at Bowles Hollowell Conner & Co. Before business school, Gabriel spent almost nine years in the U.S. Navy as an aircraft carrier pilot and Navy SEAL platoon commander.
• Advent International
• Summit Partners
• Bowles Hollowell Conner & Co.
• U.S Navy (aircraft carrier pilot and Navy SEAL)
• Harvard Business School
• U.S. Naval Academy
Oscar is a Principal.
I joined Equality because it afforded me the opportunity to pursue a differentiated approach to private equity investing with a team that I am humbled to be a part of. Equality’s focus on a small number of longer-term investments provides a platform for the Equality team to establish deep relationships with management teams. Building these relationships with a group of investors and operating professionals that I can learn from and grow with over time is extremely exciting to me.
Prior to joining Equality, Oscar had three years of private equity investing experience focusing on companies in the growth and buyout stages. Prior to private equity, Oscar had two years of investment banking experience.
• TA Associates
• J.P. Morgan
• Harvard Business School
• Princeton University
Shawn is an Operating Partner.
As a passionate operator and technologist at heart, I was inspired by the idea of working with a collection of diverse and talented companies. I believe companies excel when they balance their focus on platform and product, operations, commercials, and culture. I look forward to helping shape and promote this balance across the Equality portfolio, creating value for team members, customers and investors.
Shawn has more than twenty years of operating experience and has extensive experience in software and tech enabled service companies. Shawn has had roles as CTO, COO and CEO. Shawn was most recently CEO of Scribe Software.
• Scribe Software
• Amadeus Hospitality
• Newmarket International
• Northeastern University Business School (MBA)
• Northeastern University (State of the Art, Computer Science)
• Plymouth State College
Tom is Co-Founder and Managing Partner at EAM. Prior to founding EAM, Tom worked at Summit Partners for nearly 30 years, playing a central role in building Summit’s organization and its exceptional investment track record.
In founding EAM, Tom sought to return to his roots of investing in founder-driven technology product and service companies.
Equality represents his vision of offering investors a concentrated portfolio of high-growth “best ideas” in technology while providing founders and growth-oriented executives the exceptional level of support and partnership a small portfolio allows. Tom has assembled a team, handpicked from over three decades in private equity, to pursue this vision.
Prior to Equality and Summit, Tom received an AB in Economics from Princeton University, magna cum laude, and an MBA from Harvard Business School, where he was a Baker Scholar.
Ben is an Analyst.
I joined Equality for the opportunity to be surrounded by and learn from talented investors and operators while investing in a select number of high-quality businesses. Equality’s strategy provides the unique ability to build meaningful relationships with management teams of the companies we partner with, which is both exciting and rewarding.
Ben began his career as an Investment Banking Analyst at Citigroup.
University of Michigan
Michaela is an Analyst.
I have always loved the process of diving into an industry – gaining an insight around the tech defining the field, understanding tailwinds driving growth, and developing a conviction around the full potential of a space – as a means of identifying compelling investments. Equality’s approach of investing in a select group of market leading companies allows for our team to gain keen conviction around the industries our investments reside in, while leveraging our team’s domain experience to bolster growth. The opportunity to work alongside management teams and develop long-lasting relationships is incredibly rewarding!
Michaela began her career specializing in industry research in a variety of software sectors with direct responsibility for origination and execution of buyout investments.
Boston College – Carroll School of Management
MINDOULA ANNOUNCES STRATEGIC INVESTMENT FROM EQUALITY ASSET MANAGEMENT
Silver Spring, Maryland — Mindoula, a leading population health management company focused on transforming behavioral healthcare in the U.S., today announces it has secured a strategic investment from Boston-based growth equity firm, Equality Asset Management.
Mindoula’s technology-enabled platform identifies, engages and serves patients with complex behavioral health, medical and social challenges across the complete continuum of care. The company specializes in populations with behavioral health challenges and comorbid medical conditions, specialty populations such as victims of interpersonal violence, as well as those who benefit from behavioral treatment in a primary care setting or within their communities.
“As we continue to execute on our mission to transform behavioral healthcare, we are excited to bring on a partner who shares our vision,” says Mindoula Founder and CEO Steve Sidel. “We are impressed by the deep investment experience, healthcare expertise, and collaborative approach of Tom Roberts and the entire Equality team, and we look forward to our growth together.”
Since its founding in 2013, Mindoula has rapidly grown its partnerships with health plans, health systems, primary care practices and hospitals, to improve population health, enhance patient care, and reduce the total cost of healthcare in pre-acute, post-acute and acute settings, as well as in transitions of care.
“Mindoula’s accelerating growth is a testament to the company’s mission-driven and passionate management team, its best-in-class technology platform and around-the-clock synchronous support model,” says Tom Roberts, Founder and CEO of Equality Asset Management. “We look forward to actively partnering with Mindoula to support its continued rapid growth and its mission to address behavioral health challenges for patients in significant need across the continuum of care.”
Zeigler acted as the exclusive financial advisor to Mindoula for the transaction. Cooley LLP acted as legal advisor to Mindoula. Ropes and Gray LLP acted as legal advisor to Equality. Existing institutional investors, AXA Venture Partners and Morgan Noble Healthcare Partners, also participated. Terms of the transaction were not disclosed.
Mindoula is a leading population health management company that scales the human connection through technology to address mind, body, and life challenges. Mindoula identifies, engages, and serves populations that might otherwise be overlooked or left behind, and delivers tech-enabled, team-based, 24/7 support across the continuum of care. Mindoula’s adaptive data science approach, multi-platform technology stack, virtual Collaborative Care Program, and virtual + in-person care extension solutions enable its enterprise partners to achieve improved outcomes and significantly reduce costs by integrating behavioral, medical, and social determinants of health. Headquartered in Silver Spring, Maryland, Mindoula currently operates in Maryland, Virginia, the District of Columbia, Nevada, Louisiana, New Jersey, Michigan, Florida, Texas, Georgia, Pennsylvania, Mississippi, and California with national expansion plans to meet the growing need for integrated whole person care. For more information, please visit www.mindoula.com.
Equality Asset Management is a growth-focused private equity firm with a mission to help build exceptional companies. Equality provides equity capital and strategic and operating support to companies with long-term growth potential in technology and tech-enabled healthcare. Equality typically invests $25 million to $150 million of capital per company for growth equity or to support shareholder recapitalizations. The firm is based in Boston.
Aileen Kantor (Aileen.Kantor@mindoula.com) – 301.537.8996
Equality Asset Management
Beatrice Broderick (firstname.lastname@example.org) – 857.301.6949
Tara Ciongoli (email@example.com) – 617.290.2510
888 Boylston Street
Boston, MA 02199
Please contact us to learn more about Equality Asset Management.
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(June 8, 2018)
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Thank you for visiting the Equality Asset Management, L.P. (together with its affiliated fund and management entities “Equality Asset Management” or “we”) website. This policy describes how we gather and use information from our website visitors.
Your privacy is important to us. The only personally identifiable information we record is information that you knowingly provide to us. This information is used solely by Equality Asset Management for internal business purposes, such as identifying and contacting appropriate investment candidates, and is shared with third parties only as necessary to provide this website and our associated services.
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The investments referenced on this site were led by Tom Roberts, Gabriel Gomez, and Ned Schwartz while at Summit Partners, Advent, Drive, General Atlantic, and Norwest, and are not portfolio companies of any fund managed by Equality Asset Management. A full list of all investments in our investment team members’ track record, including information regarding their roles with respect to such investments, is available upon request.