Investment Year: 2023
Structure:
Strategic Investment
Vertical: IT Services
Headquarters: Dallas, TX
Turning disruption into competitive advantage through innovative digital adoption
Brillio, one of the fastest growing digital transformation services providers and a partner of choice for many Fortune 1000 companies, applies its expertise in customer experience solutions, data analytics and AI, digital infrastructure and security, and platform and product engineering to help clients quickly innovate for growth, create digital products, build service platforms, and drive smarter, data-driven performance. Brillio blends the latest technology and design thinking with digital fluency to solve complex business problems and drive competitive differentiation for clients.
Website: brillio.com
Investment Year: 2020
Structure: Majority
Vertical: Title Insurance
Headquarters: Maitland, FL
Bringing innovative solutions to the title insurance business
Ardán delivers innovative solutions and technology-driven products and services to simplify and accelerate the process of closing real estate transactions. Ardan’s family of companies – Westcor Land Title Insurance Company, X1 Analytics, Grid 151, and AgentHome – provide critical underwriting, technology and data services to agents, partners, lenders, and other participants in the residential and commercial real estate industries.
Website: ardaninc.com
Investment Year: 2018
Structure: Convertible Note
Vertical: Data & Analytics, Digital Ops
Headquarters: New York, NY
Transforming Operations with Data and AI
EXL is a data and AI-led operations partner that helps enterprises transform how work gets done. The firm combines deep domain expertise, advanced analytics, and digital execution to improve decision-making, operational performance, and customer outcomes at scale. EXL works with leading enterprises across insurance, healthcare, banking and financial services, utilities, and transportation to modernize core operations, unlock productivity, and drive sustainable growth. EXL is publicly traded on the NASDAQ with the ticker EXLS.
Website: exlservice.com
Investment Year: 2022
Structure: Majority
Vertical: Title Insurance
Building a network of like-minded, strong-willed, independent title agents
AgentHome LLC is a network of independently empowered title agencies that leverage the network’s best-in-class growth strategies and operational synergies while maintaining their own cultures, deep relationships, community roots, and local expertise. Ardán Inc. acquired AgentHome in May 2025.
Website: agenthomellc.com
Investment Year: 2018
Structure: Growth Equity
Vertical: Consumer Lending
Near-prime credit card issuer focused on providing fair and transparent credit products to an underserved segment of the US population
Fair Square Financial serves consumers with competitive credit card products under the Ollo brand. The Company utilizes advanced analytics, data and modeling to identify segments of customers to whom it can provide a differentiated, superior solution. Ollo customers get clear and simple products, streamlined servicing and credit that grows with their needs. Ally Financial acquired Fair Square Financial in December 2021.
Website: ollocard.com
Investment Year: 2017
Structure: Convertible Preferred
Vertical: IT Services
Providing next-gen digital transformation and modernization of legacy IT platforms to global enterprises
Virtusa Corporation is a global provider of digital business strategy, digital engineering, and information technology (IT) services and solutions that help clients change, disrupt, and unlock new value through innovation engineering. Virtusa serves Global 2000 companies in Banking, Financial Services, Insurance, Healthcare, Communications, Media, Entertainment, Travel, Manufacturing, and Technology industries. Baring Private Equity Asia completed a take-private of Virtusa in February 2021.
Website: virtusa.com