Chris Henry

NexPhase Capital

• Investment in Insurance Systems, a provider of enterprise software solutions to the property and casualty insurance industry.

• Sale of a controlling interest in Brandt Information Services to Providence Equity Partners.

• Investment in Aztec Software, an educational software company focused on the adult education and workforce training and certification markets.*

• Sale of Popcornopolis, a maker of gourmet popcorn, to Barcel USA, part of Grupo Bimbo, a global leader in the baking industry and snacks.*
• Acquisition of Selerix Systems, Inc., an industry-leading provider of cloud-based benefits administration and employee engagement software.*
• Sale of Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, to private equity firm Thomas H. Lee Partners.*
• $193.5 million sale of Flexible Architecture & Simplified Technology, LLC ("FAST"), a leading software company for the life insurance and annuity industry, to Verisk Analytics, Inc.*
• Acquisition of Surgent Professional Education, a leading provider of continuing professional education and exam preparation courses to accounting, finance and healthcare professionals.*
• Investment in Popcornopolis, a leading manufacturer of premium-quality, ready-to-eat popcorn.*
• Investment in Brandt Information Services, a provider of creative software solutions and marketing strategies to Parks, Fish & Wildlife agencies to increase outdoors participation and revenue streams.*
• Investment in Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries.*
• Investment in Flexible Architecture and Simplified Technology (FAST), a leading provider of core software solutions to the life insurance industry.*
• Various add-on acquisitions for portfolio companies Aztec Software, Brandt, Knowfully Learning Group (f/k/a Surgent Professional Education), and FAST.*

Solamere Capital

• Various acquisitions and other matters for portfolio company Vensure Employer Services, a professional employer organization (PEO).*
• Transactions backing “fundless” sponsors on their acquisitions.*
• Various growth equity and other investment transactions.*

Sightway Capital

• Sale of its majority interest in Integrated Specialty Coverages (ISC), a program administrator, building end-to-end insurance products by connecting its broad network of insurance markets and retail/wholesale distribution channel, to KKR & Co. Inc.*
• Various add-on acquisitions for portfolio company ISC.*

Crimson Investment

• Sale of Ameda, a breast pump and infant feeding business, to International Biomedical.*
• Sale of Aqua-Chem, a leader in water purification technologies, to Saur.*
• Sale of Milton Industries, a manufacturer and distributor of tools and accessories used in pneumatic applications.*
• Acquisition of Aqua-Chem, a provider of water purification, water heat transfer, and distribution products to the military, pharmaceuticals, commercial marine, energy, and beverage industries.*
• Various add-on acquisitions and financings for portfolio company Ameda, Inc.*

Asset Management

• Represented Liberty Street Advisors and its affiliates, HRC Portfolio Solutions and HRC Fund Associates, in the sale of assets to Brookfield Asset Management's Public Securities Group, a leading global alternative asset manager with approximately $250 billion of assets under management.*
• Represented AMP, an Australian asset management firm, in an investment in United Capital, a US-based private wealth manager.*
• Represented various owners of Queens Oak Advisors, a private wealth management firm, in an asset sale to MAI Capital, an affiliate of Wealth Partners Capital Group.*
• Represented Symmetry Partners and Apella Capital in various acquisitions of private wealth managers.*
• Represented Medalist Partners a transaction with JMP Credit Advisors, a CLO manager.*

Other Transactions 

• Represented Tri-Tech Forensics, Inc., a portfolio company of Point Lookout Capital Partners, in its recent add-on acquisition of SAM Medical.

*Chris handled these transactions prior to joining Choate