2023
Flagship
Business Services
Westport, CT
Active
Salus GRC is a tech-enabled governance, risk and compliance (“GRC”) consulting firm to private fund managers and other financial services firms. Offerings include regulatory registration and filing services, compliance program development and ongoing support, regulatory exam assistance, compliance training and education, regulatory due diligence, and cybersecurity consulting. Salus GRC aspires to be the employer of choice in the compliance industry, attracting experienced professionals who bring a focus on providing the highest level of client service.
In 2021, Charlesbank partnered with Bill Mulligan to evaluate the GRC consulting market. Those interactions built a foundation of trust that culminated in the investment in Salus GRC when Bill and team founded the platform in 2023. Salus GRC is working closely with us to pursue attractive M&A and talent acquisition opportunities as it seeks to become a leading GRC service provider.
Bill Mulligan
Rise Growth Partners
Synergistic partner to RIAs
Status:
Petra
Fund administration services
Status:
Accordion
Financial and technology consulting
Status:
Lido Advisors
Wealth Management Services
Status:
American Residential Services
HVAC and plumbing services
Status: Active
Neptune Retail Solutions
Shopper marketing services
Status:
World Insurance Associates
Full-service insurance brokerage
Status: Active
Polyconcept
Customized and personalized products
Status: Active
StoneCastle Partners
Asset manager
Status: Active
Vestcom
Shelf-edge marketing solutions
Status: Realized
Princeton Review
Test preparation courses and materials
Status: Realized
Montpelier Re
Property catastrophe insurance
Status: Realized
Bankruptcy Management Solutions
Bankruptcy services
Status: Realized
WorldStrides
Educational student travel
Status: Realized
CIFC
Credit asset management
Status: Realized
Catlin
Property/casualty insurance
Status: Realized
Universal Technical Institute
Automotive technician education
Status: Realized
CSI Leasing
Computer-equipment leasing
Status: Realized
Technisource
Information-technology staffing
Status: Realized