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Windrose Advisors’, Celicia Zhao, Promoted to Deputy Chief Investment Officer

2023 Annual Review and 2024 Outlook

Windrose 2023 Holiday Party at the Celtics

2023 Semi-Annual Update

Source: Windrose Advisors

Is There a Limit to Americans’ Self-Storage Addiction? Billions of Dollars Say Nope

Source: Wall Street Journal

Why the U.S. Electric Grid Isn’t Ready for the Energy Transition

Source: New York Times

60/40 Portfolio: How bond volatility has busted the safety valve

Source: The Economic Times

2022 Annual Review and 2023 Outlook

Source: Windrose Advisors

Stock Picking Makes a Comeback in Market Turbulence

Source: The Wall Street Journal

Macro Hedge Funds Turn In Banner Year in Volatile Market

Source: Wall Street Journal

Why Resources During a Recession

Source: Goehring & Rozencwajg Associates, LLC

2022 Semi-Annual Update

Source: WINDROSE ADVISORS

“Stacy’s Pita Chips” Founder on New Product

Source: The Today Show

Andurand’s Biggest Hedge Fund Surges 162% on Commodities Rally

Source: Bloomberg

2021 Annual Review and 2022 Outlook

Source: Windrose Advisors

Riverside Partners’ Portfolio Company Syner-G Acquires IMPACT

Source: BioSpace.com

Found raises $100M in Series B funding led by WestCap

Source: Tech Crunch

Software Firm HashiCorp Tops IPO Goal to Raise $1.2 Billion

Source: Bloomberg.com

2021 Semi-Annual Update

Source: Windrose Advisors

Paul Fireman: Sole Man

Source: Sports Business Journal

2021 Inflation and Real Assets

Source: Windrose Advisors

Stacy’s Pita Chips Offering $10,000 Grants for Female Founded Food Businesses

Source: Food Processing

Reebok founder Paul Fireman to receive SBJ Lifetime Achievement Award

Source: Boston Business Journal

TA Associates to buy business software maker Unit4 in $2 bln deal

Source: Nasdaq.com

This Pita Chip Founder Did Things Differently—And Clearly It Worked

Source: bon appetit

2020 Review and 2021 Outlook

Source: Windrose Advisors

Real Estate Investing Across Cycles

Source: Windrose Advisors

Loftware, a Portfolio Company of Riverside Partners, Completes Strategic Combination with NiceLabel

Source: PR Newswire

WBZ plans new studio complex on Soldiers Field Road

Source: The Boston Globe

H1 Closes $58 Million Series B Co-Led by IVP and Menlo Ventures

Source: Tech Crunch

Hedge Funds: Life Cycle of Success

Source: Windrose Advisors

WA Market Directional Fund

Source: Windrose Advisors

Nielsen To Sell Global Connect Business To Private Equity Firm Advent For $2.7 Bln

Source: Business Insider

Riverside Partners Completes Investment in Syner-G

Source: PR Newswire

Whoop Valued at $1.2 Billion With IVP, SoftBank, Eli Manning Backing

Source: Bloomberg.com

Eric Liaw and Tom Loverro Named on the 2020 GrowthCap’s Top 25 Software Investors List

Source: Business Wire

Advent raises $2.1bn for Latin America

Source: Private Equity International

Sumo Logic Files S-1, The Intelligence Economy Goes Public

IVP Adds Supermetrics to Its Portfolio

Source: Tech Crunch

2020 Semi-Annual Update

Source: Windrose Advisors

Personal Capital sells to Empower Retirement in deal worth up to $1B

Source: Tech Crunch

Hopin raises $40M Series A as its virtual events business accelerates

Source: Tech Crunch

Stacy Madison, Founder of Stacy’s Pita Chips and BeBOLD Bars, Donates Bars, Meals, Chips and Masks to Front-Line Workers on the East Coast

Source: PR Newswire

Covid-19 First Quarter Market Update

Source: Windrose Advisors

Forbes Names Jules Maltz to the Midas List of Best 100 Venture Capitalists

Source: Business Wire

DevOps Upstart CircleCI Closes Hefty $100 Million E Round

Domain Timber Advisors Completes Eleven Timberland Transactions

Source: Business Wire

Lyra Health Announces Closing of $75M Series C Financing

Source: Business Wire

2020 Impact of Coronavirus

Source: Windrose Advisors

I Squared Capital acquires an interest in the OCENSA pipeline in Colombia

Source: Business Wire

Aiven raises $40m Series B to accelerate open source cloud platform

Source: Markets Insider

2019 Annual Review and 2020 Outlook

Source: Windrose Advisors

Google Cloud Gets No-Code App Development With AppSheet Acquisition

Somesh Dash, Tom Loverro, and Jules Maltz Named on the 2019 GrowthCap’s Top 40 Under 40 Growth Investors List

Source: Growth Cap Advisory

Private Equity: Process & Structure for Outperformance

Calero Software and MDSL Announce Merger in Transaction led by Oak Hill and Riverside Partners

Source: Business Insider

4 Founders Share Their Secret For Overcoming Failure At How I Built This Summit

A ‘bold’ new venture for Stacy’s Pita Chip founder

Source: Food Business News

The Tech IPO Market Rolls On With Strong Debuts for Datadog and Ping Identity

Source: Barron's

Advent International to buy Indian snacks maker DFM Foods

Source: Business Standard

Hedge Funds: A Ten-Year and Three-Year Anniversary

Marlin Equity acquires Influenster

Advent International has agreed to acquire a minority stake in Aditya Birla Capital Limited

Source: Business Today

Boston FinTech Week 2019

Source: FinTech & the Intelligent Enterprise

Marlin acquires Clarus Commerce

Philippines’ Jollibee buying Coffee Bean & Tea Leaf in overseas expansion

Source: Reuters

2019 Spring Investment Advisory Board Summit

Jimmy Fallon Interviews ‘How I Built This’ Guy Raz: Stacy’s Pita Chips

Source: NBC.com

Slack registers strong IPO, shoots up 48.5% on debut

Source: The Tech Portal

The Case for Hedge Funds

CrowdStrike soars in its stock market debut as tech IPOs rush ahead

Source: Los Angeles Times

Tech Hedge Fund Beats Nasdaq by Looking for Key Inflection Points

Source: Bloomberg

Padma Lakshmi And Stacy’s Pita Chips Launch Funding And Mentorship Project For Female Food Founders

How I Built this with Guy Raz Stacy’s Pita Chips: Stacy Madison

Source: National Public Radio

Northwest broadband investors buy regional Frontier Communications assets serving 350,000 customers

Source: The Seattle Times

TowerBrook Announces Strategic Investment in KeHE

Source: Business Wire

Harvard Piles Into Hedge Funds as New Chief Overhauls Endowment

Source: Bloomberg.com

Leaders in Healthcare Revenue Recovery Services and Sister Companies, BLS and MRA Unveil New Brand: Revecore

Source: PR Newswire

LightBay and Freeman Spogli acquire FASTSIGNS

Source: The PE Hub Network

McLean’s Logi Analytics Fills a Niche with a Rockville Acquisition

Source: Americaninno

2018 Annual Review and 2019 Outlook

Niantic, the company behind Pokemon Go, has raised a new $245 million funding round at a $4 billion valuation

Advent International to acquire majority stake in leading third-party hotel operator Aimbridge Hospitality

Source: PR News Wire

NEC Acquires the Largest Danish IT Company, KMD

Source: Financial Post

ERIC LIAW AND JULES MALTZ NAMED ON THE 2018 GROWTHCAP TOP 40 UNDER 40 GROWTH INVESTORS LIST

Deputy Raises $81M to Revolutionize the U.S. Hourly-Paid Workforce

Source: Business Wire

Eliassen Group Acquired by Stone Point Capital

Source: Boston Business Journal

HashiCorp Raises $100 Million to Help Enterprises Adopt Multi-Cloud

2018 Fall Investment Advisory Board Summit

G2 Crowd, a business software marketplace, raises another $55M at just under a $500 valuation

Source: Tech Crunch

Acquisition of Sanofi’s Zentiva is Completed by Advent International

Source: PharmaTech

Windrose Advisors 2018 Semi-Annual Update

Edison Partners Leads $10 Million Growth Equity Investment in Blue Medora

Source: Markets Insider

Exabeam Raises $50 Million in Series D Funding to Disrupt SIEM Market

Source: Business Wire

The Magic of 15

Three Weavers finds a way to grow without losing its craft beer street cred

Source: LA Times

Uber, Google and top VCs just poured $335 million into scooter startup Lime — here’s why one investor thinks it’s the future of commuting

Source: Business Insider

Cambridge Fundraising Software Provider Gets Acquired by Marlin Equity

Source: BOSTINNO

PE firm acquires and merges Sir Richard Branson’s Virgin Pulse+RedBrick Health employer wellness companies

Source: MedCity News

R1 Closes Acquisition of Intermedix Corporation Management team focused on customer care and a methodical integration

Source: Markets Insider

After A Year Of Secrecy, Laszlo Bock And Wayne Crosby Break Their Silence On Humu

A Sixth Sense For Biotech Has Made Joe Edelman A Hedge Fund Star

FSU entrepreneurs make their pitches

Source: Sentinel & Enterprise

Forbes Names Dennis Phelps, Todd Chaffee, and Jules Maltz to the Midas List of 100 Best Venture Capitalists

Source: Business Wire

IVP portfolio company MuleSoft to be acquired by Salesforce

Source: Reuters

Windrose 2018 Investment Sleeve Overview

Source: Windrose Advisors

Riverside Partners’ portfolio company, Loftware, Acquires Gap Systems

Source: PR Newswire

VC firms offering advice, not just money, to help women founders

Source: The Boston Globe

2017 Annual Review and 2018 Outlook

Source: Windrose Advisors

How Investors Like Melinda Gates Help VCs Tackle Tech’s Bro Problem

Source: Fortune

Endeavor Agrees to Acquire 160over90 for About $200 Million

Source: Wall Street Journal

2017 Winter Investment Advisory Board Summit

Source: Windrose Advisors

LightBay Capital Raises $615 Million for Debut Private Equity Fund

Source: Business Wire

ShieldX Networks Secures $25M is Series B Funding

Source: Business Wire

TransferWise raises $280 million from Old Mutual, IVP and others

Windrose Advisors 2017 Semi-Annual Update

Windrose Advisors Investment Sleeve Performance

2017 Summer Investment Advisory Board Summit

Source: Windrose Advisors

Sumo Logic lands $75 million Series F, on path to IPO

Source: Tech Crunch

Aspect Ventures is raising its second fund

Source: Tech Crunch

Jana Partners Hits Home Run With Amazon-Whole Foods Deal

Entelo steps up its AI game with $20M Series C

Source: Tech Crunch

Highspot raises $15 mln

Source: The PE Hub Network

Advent to acquire IPH from PAI, will merge with Brammer

Source: The PE Hub Network

Marlin buys True Office Learning

Source: The PE Hub Network

Riverside Partners Completes Sale of Thinklogical to Belden

Source: PR Newswire

People.ai Raises $7 Million Series A to Deliver the World’s First Predictive Sales Management Platform

Source: PR Newswire

The Farmer’s Dog Raises $8M To Bring Made-To-Order Dog Food To Your Door

Just how much craft pizza can Boston eat?

Source: The Boston Globe

INC Research, InVentiv Health to Combine in All-Stock Deal

Source: The Wall Street Journal

Grammarly, With $110 Million, Brings Artificial Intelligence to Writing

Source: The Wall Street Journal

Deep Sentinel raises $7.4M to bring deep learning to home security

Source: Tech Crunch

Data management startup Rubrik confirms $180M round at a $1.3B valuation

Source: Tech Crunch

Forbes Names Dennis Phelps and Todd Chaffee to the Midas List of 100 Best Venture Capitalists

Source: Business Wire

Windrose Advisors Investment Overview

Source: Windrose Advisors

Yext IPO Paves Way for ‘Unicorn Wannabes’

Source: The Wall Street Journal

MasterClass raises $35 million for celebrity taught classes

Source: Tech Crunch

Marlin Secures $3.25 Billion Of New Commitments, Nearly Doubling Total Capital Under Management

Source: PR Newswire

MuleSoft prices IPO above expected range at $17 per share

Source: Tech Crunch

Related provides $80 mln to Ladder Capital Corp

Source: The PE Hub Network

SlamData raises $6.7 mln

Source: The PE Hub Network

Fireman Capital Partners Announces Sale of Skip Hop to Carter’s, Inc.

Source: Business Wire

Tala Raises Over $30 Million in New Financing Led by IVP

2016 Annual Review and 2017 Outlook

Source: Windrose Advisors

Cisco-AppDynamics $3.7 billion deal all about the data

Source: Tech Crunch

Derek Jeter’s Players’ Tribune Raises Additional $40 Million

Source: The Wall Street Journal

OpenView Invests $25M Series A in Deputy to Redefine Workforce Management

Source: Venture Beat

Advent International and Bain Capital Private Equity to acquire leading German payment service provider Concardis

Source: Concardis

Berkshire Partners buys Masergy

Source: The PE Hub Network

Kendra Scott Design Announces Investment from Berkshire Partners

Source: Business Wire

Advent International acquires significant minority stake in ASK Group

Source: Private Equity Wire

2016 Winter Investment Advisory Board Summit

Source: Windrose Advisors

IVP CONCLUDES SUCCESSFUL YEAR – ANNOUNCES EIGHT NEW INVESTMENTS

ApplePie Capital Enters into $180 Million Loan Purchase Agreement with TowerBrook Structured Opportunities Fund

Source: PR Newswire

OMERS Private Equity to sell V.Group to Advent International

Source: The PE Hub Network

How We Raised Our Latest Round Of Funding

Source: Into the Gloss

Sauce Labs sops up $70 million round

Source: Tech Crunch

inVentiv Health Announces Closing of Significant Investment Agreement with Advent International

Source: PR Newswire

ValiMail reels in $12 mln Series A

Source: The PE Hub Network

Fixed Income Commentary – Is the Bond Bull Market Over?

Source: Windrose Advisors

Twyla Launches a Better Way to Buy Art

Source: Venture Beat

Red Points bags $2.2M to help brands fight counterfeiting and piracy

Source: Tech Crunch

Marlin buys QualiTest

Source: The PE Hub Network

Troops, a Slackbot for sales, raises $7 million

Source: Tech Crunch

Exclusive: Why Venus Williams and Mellody Hobson Are Investing in This Fintech Startup

Source: Fortune

Oath Craft Pizza Closes $4.5M Series A Funding Round Led by Breakaway

Source: Yahoo Finance

The 2016 Semi-Annual Update

Source: Windrose Advisors

Fintech startup SelfScore reels in $7 mln

Source: The PE Hub Network

Logikcull Closes $10 Million Series A Round from OpenView and Storm Ventures

Source: Business Wire

Brandcast Secures $13.9M in Series A Funding to Make Code-Free Creation of Websites a New Enterprise Standard

Source: Business Wire

Marlin Merges Digital Marketing Business from Teradata with BlueHornet to Create Leading Global Customer Engagement Platform Provider

Source: PR Newswire

Marlin Completes Acquisition of Revenew and Announces the Relaunch of Aprimo Brand

Source: PR Newswire

Skycure grabs $16.5 mln Series B

Source: The PE Hub Network

Marlin Equity Partners closes $360 million pot, its first dedicated fund for Europe

Source: Venture Beat

Bazaarvoice founder Brett Hurt unveils his latest startup

Source: 512 Tech

Echobox raises $3.4M to let publishers intelligently share content to Twitter and Facebook

Source: Tech Crunch

What happens if you need a few million items? – Interview with Jason Kra, Li&Fung

Source: Wearable Technologies

Searchlight invests in Harbortouch

Source: The PE Hub Network

Satisfying the Fetish for Italian Shoes

Source: Bloomberg Businessweek

Home WiFi Startup Eero Raises $50 Million, Heads to Best Buy

Source: Fortune

Chime Brings Apple Pay to Members, Adds ‘Pay Friends’ Feature and Closes $9MM in Financing

Source: PR Newswire

Tally Secures $15M in Series A Funding Led by Shasta Ventures

Source: PR Newswire

Gildas Quinquis at The Private Wealth New England Forum

Source: Windrose Advisors

Accion Systems raises $7.5 million in Series A to accelerate production of miniature space thrusters

Source: Tech Crunch

Mercato leads $30 mln Series D financing in Stance

Source: The PE Hub Network

Firm joins with iconic brewer to become a big player in craft beer business

Source: The Boston Globe

Anomali Lands $30 Million in Series C Funding Led by Institutional Venture Partners

Source: Market Wired

Breakaway Announces New Investment in George Foreman III’s EveryBodyFights®

Source: Business Wire

Berkshire Partners Closes Berkshire Fund IX

Source: Business Wire

Lesson.ly Lands Big Boost

Source: Inside Indiana Business

Medallion Announces Successful Close of Binding Open Season for the Howard Lateral Crude Oil Pipeline

Source: Business Wire

Forbes Midas List Names Todd Chaffee and Sandy Miller as Top 100 Tech Investors

Source: Business Wire

Advent International raises $13 billion (€12 billion) global private equity fund

Source: Advent International

Advent International engages Todd Lachman and Larry Bodner to advise on and help manage investments in the consumer sector

Source: PR Newswire

VC-backed App Annie acquires AppScotch

Source: The PE Hub Network

Endeavour Investment in Pacific Market International Funds Major Acquisition, Growth Initiatives

Source: Business Wire

The 2016 Rollercoaster Ride

Source: Windrose Advisors

GIC, Advent, Bain invest $350 million in engineering outsourcer QuEST

Source: Reuters

Event invite startup Hobnob garners $2.25 mln seed

Source: The PE Hub Network

2015 Year in Review and 2016 Outlook

Source: Windrose Advisors

Exclusive: Exec that worked on McDonald’s branding will lead Boston’s Breakaway

Source: Boston Business Journal

With More than One Million Downloads in the Past Nine Months, Flyp Announces $5.8M Seed Round

Source: Business Wire

BaubleBar Grabs Another $20 Million

Source: Tech Crunch

ForeScout Raises Funding at a $1 Billion Valuation, Holds Off IPO

Source: Bloomberg Business

Qubole Closes $30 Million Investment

Shasta leads funding in Boomerang Commerce

Source: The PE Hub Network

App Annie raises $63 mln

Source: The PE Hub Network

Boston data-recovery firm lands $50M from investors in Netflix, Snapchat, Twitter

Source: Boston Business Journal

Scalr scores $7.35 mln in OpenView-led round

Source: The PE Hub Network

Mangrove Capital leads VC round for Infinity Wireless

Source: The PE HUB Network

Searchlight Capital Partners Closes Second Fund at $1.9 Billion

Source: Business Wire

Advent takes top deal honors in LAVCA’s inaugural PE awards

Source: The PE HUB Network

BlueHornet Acquired By Marlin Equity Partners

Source: Digital Journal

OpenView Venture Partners and Code.org Team Up to Bring Hour of Code™ to Science Club for Girls During Computer Science Education Week

Lululemon has a new mirror that’s unlike anything we’ve seen before

Source: Business Insider

Ridley Selects FinancialForce PSA and FinancialForce Financial Management to Modernize Global Workforce

Source: Market Wired

Ares EIF Group and Toyota Tsusho Corp to build St. Joseph Energy Center

Source: The PE Hub Network

Distribution International Acquires E.J. Bartells

Source: Business Wire

Marlin Equity Partners to Acquire LiveOps Cloud Platform Business

Source: Business Wire

Implus® Launches New Fitness & Wellness Division

Source: Business Wire

European tech IPOs are beating Silicon Valley start-ups

Source: The Irish Times

Floodgate and August Capital Funded Startup, Townsquared, Launches Community Mobile App for Small Businesses

Source: Market Wired

‘When Your Gut Speaks, Listen’ – And More Advice On Building A Million-Dollar Business

TigerText reels in $50 mln

Source: The PE HUB Network

M.Gemi Raises $18 Million In Series B Funding

Source: PR Newswire

Cato Networks Secures $20 Million in Series A Round From U.S. Venture Partners and Aspect Ventures

Source: Street Insider

Roots Canada sells majority stake to Searchlight Capital

Source: CBC News

The smallest pizzeria ever is opening in South Station

Source: Boston Business Journal

Women Founders Can Compete For $250K In New Challenge From Babson College And VC Firm Breakaway

Exclusive: Online lender Avant raises $325 million and joins unicorn club

Source: Fortune

Philanthropists Show Support For The First Tee Chapters of New Jersey With a Unique Donation

A VC Firm Partner Opens Up About Fighting Bias & What it’s Like to Be a Working Mother

Source: BostInno

Kathleen Kisler and 100 Women in Hedge Funds Host Energy Discussion

Source: Windrose Advisors

K.K.R. Takes 24.9% Stake in Hedge Fund Marshall Wace

Source: New York Times

Lululemon Still Has Room to Run

Source: Wall Street Journal

An Obscure Hedge Fund Is Buying Tens of Billions of Dollars of U.S. Treasurys

Source: Wall Street Journal

Surprising developer picked to build one of San Francisco’s largest housing projects

Source: San Francisco Business Times

10 of the best juice bars in Boston

Source: Boston Globe

Private coaching startup is taking off

Source: Fortune

KKR Rolls Out Petraeus in $4 Trillion Hunt for Family Wealth

Source: Bloomberg

A Venture Capital Firm Led by 2 Women Plans to Introduce a Fund

Source: New York Times

Meet Tod Francis, Managing Director of Shasta Ventures

Source: Vator News

Why Venture Firm IVP Raised $1.4 Billion For Its Largest Fund Ever

Five things you should know about the founder of Breakaway

Source: Boston Globe

Ken Polay attends the 49th annual Heckerling Institute on Estate Planning

Source: Windrose Advisors

The secret world of the Dunkin’ Donuts franchise kings

Source: Boston Globe

Founder of Stacy’s Pita Chips cashes in her chips to open a juice bar in Needham

Source: Boston Business Journal