MI
Investor Profile

M2O Incorporated

Investor tracked across 72 search fund and long-term hold deals in the JB46 directory.

Visit M2O Incorporated's website
72
Deals
46
Active
9
Countries
10
Industries
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At a glance

Total deals
72
Active
46
Investment years
1993 – 2025
Geographies
US, Mexico, Australia, Brazil…

Top industries

  • Tech/Software20
  • Business Services14
  • Healthcare11
  • Industrial6
  • Education5
  • Logistics & Transportation5

Frequent co-investors

20 co-investors across 72 deals. See visualization below.

Syndication profile

How M2O Incorporated deploys capital — no overlap vs. alongside other investors.

Syndication rate
82%

59 of 72 deals co-invested

Co-invested 59No overlap 13
Avg. syndicate size
3.9investors / deal

Including M2O Incorporated

Unique co-investors40
Largest syndicate8
Deals by syndicate size
  • No overlap (1)13 (18%)
  • 2 investors12 (17%)
  • 3 investors11 (15%)
  • 4+ investors36 (50%)

Deals (72)

CompanyDescriptionIndustryCountryInvestedCo-investorsStatus
Abound Health Groupaboundhealth.com

Behavioral health provider and software platform serving individuals with intellectual and developmental disabilities.

HealthcareBehavioral Health
US2020Active
Advanced Aircrew Academyaircrewacademy.com

Online flight-crew training and certification modules for corporate aviation regulatory compliance.

EducationProfessional Training
US2024Active
Anterra Technologyanterratech.com

Integrated SaaS platform for construction, optimizing job forecasting, financial reporting and projects.

Tech/SoftwareConstruction Tech
US2021Active
APA Medical Equipmentapamedical.com

Provider of home medical equipment, incontinence supplies and healthcare products to members.

HealthcareMedical Devices & Equipment
US—Active
Apex Leadership Coapexleadershipco.com

Manages school fundraisers and student leadership and fitness programs across the US.

EducationProfessional Training
US2021Active
AppWrapappwrap.com

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

Tech/SoftwareIT Services
US2022Exited
Aprooveaproove.com

Enterprise workflow-automation software specializing in marketing organizations.

Tech/SoftwareWorkflow & Operations Software
US2025Active
Atticusatticus.tech

Helps clients navigate disability, workers' comp and VA benefits, plus class-action administration.

Business ServicesLegal Services
US2025Active
Auronixauronix.com

CPaaS platform enabling conversational messaging between enterprises and their customers.

Tech/SoftwareCommunications & Collaboration
Mexico2019Active
Charter Impactcharterimpact.com

Outsourced accounting and back-office services and software for charter schools.

EducationSchools & Charter Services
US2022Active

Mentoring and talent-development software to start, manage and measure mentoring programs.

Tech/SoftwareHR Tech
US2015Exited

Telecom, data and guest-internet solutions for the hotel and hospitality industry.

TelecomInfrastructure & Connectivity
US2014Exited

Returnable shipping and display racks for retailers, plus logistics services.

Logistics & TransportationFreight & Logistics
US2016Exited
EzTaxReturneztaxreturn.com

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

Tech/SoftwareFinTech
US2022Active
gFour Marketinggfourmarketing.com

Outsourced marketing and reputation-management services for the home-services sector.

Media & AdvertisingMarketing
US—Exited
HelpSidehelpside.com

PEO providing integrated HR, payroll, benefits and risk-management for small businesses.

Business ServicesHR
US—Exited
HerScanherscan.com

Mobile ultrasound breast-cancer screening service providing accessible preventative health testing.

HealthcareClinical Services
US2025Active
Inervainerva.com

Business-management and billing software for the Australian aged-care industry.

Tech/SoftwareHealth Tech
Australia2021Active
Kotter Groupkotterinc.com

SaaS communication and sales-automation platform for insurance agencies.

Tech/SoftwareMarketing & CRM
US2021Active
Labsoft

Laboratory information system (LIMS) SaaS for industrial quality and sanitation compliance.

Tech/SoftwareHealth Tech
Brazil—Exited
LexShareslexshares.com

Litigation-finance firm originating and funding high-value commercial legal claims.

Financial ServicesLending & Specialty Finance
US2020Active

Industrial waste-management services primarily for oil & gas customers in the Gulf region.

Environmental ServicesWaste & Municipal Services
US2021Active
Little Sproutslittlesprouts.com

Operator of early-learning centers, originally a home daycare.

EducationEarly Childhood
US2012Exited
Luggage Forwardluggageforward.com

Door-to-door luggage shipping for travelers, partnered with resorts and cruise lines.

Logistics & TransportationFreight & Logistics
US2022Active
MAS Segurosmasseguros.com

Logistics and heavy-equipment insurance broker managing complex claims and fleet protection in Latin America.

Business ServicesAdvisory & Consulting
Mexico2022Active
Medical Positioning

Manufacturer of beds, tables and chairs for medical exams, a leader in echocardiography positioning.

HealthcareMedical Devices & Equipment
US—Exited
MGT Insurancemgtinsurance.com

Commercial insurance brokerage and risk advisory.

Financial ServicesInsurance & Benefits
US—Active
MST Servicesempowercommunitycare.com

Multisystemic therapy (MST) provider for rehabilitation of at-risk and juvenile-offender youth.

HealthcareBehavioral Health
US2016Exited
Ocozzioocozzio.com

Full-service outsourced marketing for the healthcare industry.

Media & AdvertisingMarketing
US2021Active
OneSourceonesource.net

Managed IT, telecom lifecycle management and managed-security services for mid-market enterprises.

Tech/SoftwareIT Services
US2021Active

Full-service sheet-metal fabrication and CNC-machined components—laser cutting, welding and assembly.

IndustrialManufacturing
US2022Active
Paragon Legal Groupparagonlegal.com

Provides corporate counsel on demand—embedded attorneys for overflow and interim projects.

Business ServicesLegal Services
US2018Active
QCSSqcsshealth.com

Technology and support services for long-term health-care plans.

HealthcareProvider Services
US—Active
Qualianz

Cold- and dry-environment logistics solutions formed from an alliance of Latin American firms.

Logistics & TransportationFreight & Logistics
Mexico2017Exited
Raptor Technologiesraptortech.com

Leading provider of visitor-management technology to K-12 schools in the US.

Tech/SoftwareEdTech
US2012Exited
Reliable Premium Managementreliablepremium.com

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

Financial ServicesInsurance & Benefits
US2024Active
Rentandesrentandes.com

Largest independent leasing company in Colombia.

Financial ServicesLending & Specialty Finance
Colombia—Active
RescueStatrescuestat.com

Full-service AED program management, supplies, training and compliance services.

HealthcareProvider Services
US2019Exited
Scottish American

Wholesale insurance broker and managing general agent specializing in commercial lines.

Financial ServicesInsurance & Benefits
UK2011Exited
Stage 2 Datastage2data.com

Cloud service provider—backup, disaster recovery, cloud infrastructure and networking.

Tech/SoftwareIT Services
Canada2025Active
Subatomic Digitalsubatomicdigital.com

Enables media and print owners to monetize IP by reselling video and print content on demand.

Media & AdvertisingPublishing
US2016Active
Swoogoswoogo.events

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

Tech/SoftwareHospitality, Travel & Events
US2020Active
Systatosystato.com

IT consulting, automation and outsourced operations.

Tech/SoftwareIT Services
US—Active
TopQuadranttopquadrant.com

Data-governance and semantic data-integration software for large businesses.

Tech/SoftwareData & Analytics
US2021Active
TrueMed LIStruemedlis.com

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

Tech/SoftwareHealth Tech
US2025Active
Unleashed Technologiesunleashed-technologies.com

Web content-management (CMS) provider building data-driven web experiences, notably for nonprofits.

Tech/SoftwareMarketing & CRM
US2019Active
Upper Handupperhand.com

Sports-management software—scheduling, payments, marketing and facility/staff management.

Tech/SoftwareSports & Fitness Tech
US2025Active
Veri-Taxveri-tax.com

Data-verification company providing employment, income and identity verification for lenders and employers.

Business ServicesHR
US—Active
Virtual OfficeWarevirtualwareco.com

athenahealth MSO partner providing training, implementation and revenue-cycle management for practices.

HealthcareProvider Services
US2012Active
Vokevoke.tech

Leasing of IT equipment in the domestic market.

Business ServicesFacilities
Brazil2019Active
VRI

Telehealth monitoring, medication dispensing/adherence and medical-alert systems provider.

HealthcareProvider Services
US—Exited
Windley Elywindleyely.com

Canadian claims management—workers' comp, absence management and occupational health & safety.

Business ServicesHR
Canada2014Exited
Wu Consulting Groupwuconsulting.com

Provider of outsourced biostatisticians to the pharmaceutical industry for phase II/III drug trials.

HealthcareProvider Services
US2025Active
Anaquaanaqua.com

IP management software for corporate legal and patent/trademark teams

Business Services
US2004—Exited
Asurionasurion.com

Device protection, repair and tech support via carriers and retailers

Tech/Software
US1993Active
Briscoe Protectivebriscoeprotective.com

Fire, security and alarm monitoring services

Business Services
US2015Exited
Checksumchecksum.com

Test and programming systems for printed circuit board assemblies

IndustrialManufacturing
US2003—Exited
Cornerstone Supportcornerstonesupport.com

Compliance and licensing services for the accounts receivable management industry

Telecom
US2021—Active
DCL Inc

Ship provisioning and port services for cruise lines

Logistics & Transportation
US2024—Active
EM Assistem-assist.com

Environmental compliance and program management for federal agencies

Business Services
US——Exited

Custom self-adhesive labels for food and beverage packaging

IndustrialManufacturing
Italy2019—Exited
Fast Water Heaterfastwaterheater.com

Water heater installation, repair and maintenance

Industrial
US2005—Exited
Gateway Archgatewayarch.jp

Fabless designer and licensor of premium bioplastic jigsaw puzzles

IndustrialManufacturing
Japan2025Active
Harbor ITharborit.com

Managed IT, cybersecurity and cloud services for small and mid-sized businesses

Tech/Software
US2021—Active
HCP Modularhcpcap.com

Modular site infrastructure such as mobile offices, containers and sanitation

Logistics & Transportation
US2023Active
Lind Equipmentlindequipment.net

Portable lighting and power distribution equipment

IndustrialManufacturing
Canada2008—Exited
List Engagelistengage.com

Salesforce Marketing Cloud implementation and managed services

Business Services
US2018—Exited
Nirvana Risk Partnersnirvanarisks.com

Specialty cyber, tech and media liability underwriting

Business Services
US2023—Active
Sayres Defencesayresdefense.com

Engineering, testing and training services for defense customers

Business Services
US2021Active

Outsourced B2B sales and customer success for tech companies

Business Services
US2002Exited

ABA therapy for children with autism

Healthcare
US2008—Exited
Water Babieswaterbabies.co.uk

International franchisor of baby and toddler swim programs

EducationEducation
UK2002—Active