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Investor Profile

Legate Partners

Investor tracked across 27 search fund and long-term hold deals in the JB46 directory.

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27
Deals
26
Active
7
Countries
7
Industries
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At a glance

Total deals
27
Active
26
Investment years
2020 – 2025
Geographies
Australia, US, Canada, Netherlands…

Top industries

  • Tech/Software11
  • Industrial8
  • Financial Services4
  • Telecom1
  • Media & Advertising1
  • Healthcare1

Frequent co-investors

20 co-investors across 27 deals. See visualization below.

Syndication profile

How Legate Partners deploys capital — no overlap vs. alongside other investors.

Syndication rate
70%

19 of 27 deals co-invested

Co-invested 19No overlap 8
Avg. syndicate size
3.5investors / deal

Including Legate Partners

Unique co-investors27
Largest syndicate8
Deals by syndicate size
  • No overlap (1)8 (30%)
  • 2 investors3 (11%)
  • 3 investors3 (11%)
  • 4+ investors13 (48%)

Deals (27)

CompanyDescriptionIndustryCountryInvestedCo-investorsStatus

Australian fire-protection contractor designing, installing and maintaining sprinklers and suppression systems.

IndustrialSafety
Australia2023Active
AppWrapappwrap.com

NetSuite partner providing implementation, optimization and ongoing support services to customers.

Tech/SoftwareIT Services
US2022Exited
Atlantic Technology Groupatlantictechnologygroup.com

Provider of wireless/cellular connectivity, in-building amplification and mobility lifecycle services.

TelecomInfrastructure & Connectivity
US2025Active
CatchAll Environmentalcatchallenvironmental.com

Stormwater infrastructure and drainage maintenance services.

IndustrialServices
US2023Active
Climate Earthclimateearth.com

Digital EPD and business-intelligence software for the concrete industry's sustainability reporting.

Tech/SoftwareConstruction Tech
US2025Active

EHR and practice-management software for optometry and ophthalmology practices.

Tech/SoftwareHealth Tech
US2025Active
Desert Servicesdesertservices.net

Arizona construction-site services including clean-up, dust control and equipment rentals.

IndustrialServices
US2024Active
EzTaxReturneztaxreturn.com

DIY consumer tax-filing and tax-return preparation software.

Tech/SoftwareFinTech
US2022Active
Govineergovineersolutions.com

Local-government ERP and payment software solutions.

Tech/SoftwareGovTech & Public Safety
US—Active
Growth99growth99.com

Practice-management and digital-marketing software for aesthetic and medical practices (MedSpas).

Tech/SoftwareHealth Tech
US2024Active
HHShhsdrillingandblasting.com

Construction drilling and blasting services.

IndustrialServices
Canada——Active
Integrity Advocateintegrityadvocate.com

Test-proctoring software for licensing and certifying organizations.

Tech/SoftwareEdTech
Canada——Active
Jetmailjetmail.eu

Customer-communication services provider.

Media & AdvertisingMarketing
Netherlands——Active
Kollath CPAcascadecpa.com

Outsourced accounting, tax, payroll and HR services.

Financial ServicesAdvisory & Compliance
US2024Active
Mahler Machiningmahler-machining.com

Precision metal and plastic machined components.

IndustrialManufacturing
Canada——Active
MechCanmechcan.ca

HVAC, plumbing and electrical contracting services.

IndustrialServices
Canada—Active
Pawprosperpawprosper.com

Provider of dog mobility and rehabilitation services.

HealthcareProvider Services
US——Active
Progressive Countertopprogressivecountertop.com

Supplier of granite and quartz countertops.

IndustrialDistribution
Canada——Active
Raisinakaraisin.com

Online fundraising software suite with peer-to-peer campaigns and donation management for nonprofits.

Tech/SoftwareNonprofit Tech
Germany2023Active
Rebelrebellions.ai

Manufacturer of vacuum trucks for industrial and municipal use.

IndustrialManufacturing
South Korea——Active
Reliable Premium Managementreliablepremium.com

Pay-as-you-go workers' compensation premium services integrating with payroll systems.

Financial ServicesInsurance & Benefits
US2024Active

Property-tax consulting helping commercial and residential owners appeal and reduce tax burdens.

Financial ServicesAdvisory & Compliance
US2025Active
RouteGenieroutegenie.com

Cloud software platform for non-emergency medical transportation (NEMT) companies.

Tech/SoftwareHealth Tech
US2025Active
SafeLinksafelinkmexico.com

Cross-border cargo insurance broker.

Financial ServicesInsurance & Benefits
Mexico——Active
Swoogoswoogo.events

Event-management and registration SaaS for virtual and live events, serving agencies and marketers.

Tech/SoftwareHospitality, Travel & Events
US2020Active
Thillensthillens.com

Independent armored-car and secure cash-logistics provider for retail and gaming industries.

Business ServicesFacilities
US—Active
TrueMed LIStruemedlis.com

Laboratory information system (LIS) software for workflow management and testing in labs.

Tech/SoftwareHealth Tech
US2025Active