Experience

Volaris Group

• Canada
• Software Development
• 300 - 400 Employee

• Senior Investment Officer

  • May 2005 - Present

  Since 2005, as part of the Volaris Group, an operating division of Constellation Software, Inc. (TSX:CSU), I've had the privilege of working with hundreds of founders, corporate development executives, and private equity/venture capital investors to find a lasting home and legacy for market leading software companies around the world. In turn, Constellation Software has grown from a small $250MM market cap business to nearly $30B - 100x in 15 years. Below is a sampling of some of the investments I've helped drive over the years - from origination through close. Show less



Tribute, Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Strategic acquisition of Tribute, Inc.

  • 2020 - 2020

  Tim Reynolds, CEO, Tribute Inc., commented: “Becoming part of the Volaris Group and Constellation Software has tremendous benefits for our employees and customers. We’re now part of a large, stable and successful company that bases its business on improving and growing software firms like Tribute. This gives us access to financial, technology and operational resources to apply to our business and improve our products and services. Internally, it gives our employees significantly expanded development opportunities and a much wider field of play that can greatly accelerate their careers.” Show less



Imperial Civil Enforcement Solutions Limited

• United Kingdom
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Imperial Civil Enforcement Solutions Limited

  • 2019 - 2019

  “This is an exciting development for everyone at Imperial and all of our customers around the UK,” says Imperial’s Managing Director, Ashley Bijster. “Although we continue to operate autonomously and build on the stature of the Imperial brand, we are now in the perfect position to take full advantage of exciting new technologies and collaboration with other like-minded companies within the Volaris ecosystem to truly help transform urban mobility and accessibility. “This is an exciting development for everyone at Imperial and all of our customers around the UK,” says Imperial’s Managing Director, Ashley Bijster. “Although we continue to operate autonomously and build on the stature of the Imperial brand, we are now in the perfect position to take full advantage of exciting new technologies and collaboration with other like-minded companies within the Volaris ecosystem to truly help transform urban mobility and accessibility.



IndiCater Ltd

• United Kingdom
• Software Development
• 1 - 100 Employee

• Strategic acquisition of IndiCater Limited

  • 2019 - 2019

  Mike Day, IndiCater’s Managing Director said, “With a complementary portfolio of products and services and a shared common client base within the contract foodservice sector, Volaris is unquestionably the right home for IndiCater as we transition the company into its next stage of growth.” Mike Day, IndiCater’s Managing Director said, “With a complementary portfolio of products and services and a shared common client base within the contract foodservice sector, Volaris is unquestionably the right home for IndiCater as we transition the company into its next stage of growth.”



Apdata do Brasil

• Brazil
• IT Services and IT Consulting
• 400 - 500 Employee

• Strategic acquisition of Apdata do Brasil Software Ltd

  • 2019 - 2019



Windward Software Systems Inc.

• Canada
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Windward Software Systems Inc.

  • 2019 - 2019

  Dennis Jacobsen, founder/CEO, wrote: "Very happy to announce that Windward Software Inc has been sold to a great company that will keep the name, location, customers and most of the staff. Their policy is to keep a company forever and not flip it. This is good news for Penticton and will allow us to look back over the years and say "We built that" and feel proud about it. Some things are more valuable than money." Dennis Jacobsen, founder/CEO, wrote: "Very happy to announce that Windward Software Inc has been sold to a great company that will keep the name, location, customers and most of the staff. Their policy is to keep a company forever and not flip it. This is good news for Penticton and will allow us to look back over the years and say "We built that" and feel proud about it. Some things are more valuable than money."



Criterions Software, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Criterions Software, Inc.

  • 2019 - 2019



Software provider to the transportation and logistics industry

• Melbourne, Australia

• Strategic acquisition of Lingo Systems Pty Ltd

  • 2019 - 2019

  “My passion is in innovation and the user experience,” said Lingohr. “Joining up with Smartrak enables us to accelerate our vision for the future of mobility solutions and work closely with customers to put that technology to work. There is no doubt in our minds that the future of the fleet management industry is at a cross-roads and joining forces with Smartrak/Volaris gives us wings to meet current and future customer needs.” “My passion is in innovation and the user experience,” said Lingohr. “Joining up with Smartrak enables us to accelerate our vision for the future of mobility solutions and work closely with customers to put that technology to work. There is no doubt in our minds that the future of the fleet management industry is at a cross-roads and joining forces with Smartrak/Volaris gives us wings to meet current and future customer needs.”



FIVE x 5 Solutions

• United States
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Five x 5 Solutions

  • 2019 - 2019

  “Our customers are passionate about the products they create. Likewise, we are just as passionate about this industry and helping our customers succeed,” said Jason Lippa, President and Founder of FIVE x 5 Solutions. “The timing was right to further invest in our business and our customers. We could have gone the private equity or venture capital route to help realize our vision, but quickly realized that that would not provide us with a long-term foundation. Volaris is different. The company doesn’t buy businesses to sell them on again in the future. In addition, Volaris enables us to retain our independence, while investing in our technology and people. It was clear that Volaris would be the right home for our business, employees, and our customers.” Show less



Artifax Software

• United Kingdom
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Artifax Software Limited

  • 2019 - 2019



Baseplan Software Group

• Australia
• IT Services and IT Consulting
• 1 - 100 Employee

• Strategic acquisition of Baseplan Software

  • 2018 - 2018



AssetWorks Inc

• United States
• Software Development
• 200 - 300 Employee

• Strategic acquisition of E-Innovative Services Group, LLC

  • 2018 - 2018

  “We have been focusing on building a competitively differentiated product by integrating the most relevant technology into our software and mobile application,” said Jackie Luo, E-ISG CEO. “We are excited to bring the eQuip! software to the AssetWorks family, and look forward to leveraging AssetWorks’ infrastructure and best practices to better serve our customers.” “We have been focusing on building a competitively differentiated product by integrating the most relevant technology into our software and mobile application,” said Jackie Luo, E-ISG CEO. “We are excited to bring the eQuip! software to the AssetWorks family, and look forward to leveraging AssetWorks’ infrastructure and best practices to better serve our customers.”



Dispatching Solutions, inc. now part of Wynne Systems

• United States
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Dispatching Solutions, Inc.

  • 2018 - 2018

  “This is a great addition for Wynne,” said John Bureau, General Manager at Wynne. “We’re pleased to have the DSI team on board. Their solutions and depth of knowledge is going to be huge for us as an organization, but most importantly, for our customers. We welcome DSI’s customers and I’m looking forward to seeing what we can do under one brand.” “This is a great addition for Wynne,” said John Bureau, General Manager at Wynne. “We’re pleased to have the DSI team on board. Their solutions and depth of knowledge is going to be huge for us as an organization, but most importantly, for our customers. We welcome DSI’s customers and I’m looking forward to seeing what we can do under one brand.”



CaterTrax

• United States
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Hospitality 101, Inc.

  • 2018 - 2018

  Dan Welch, CSO, added: “Volaris gives us the right foundation and backing to achieve our goals. Their acute focus on talent management and development aligns perfectly with our core values. We are truly excited about the opportunities Volaris can provide to our employees for both personal and professional growth moving forward.” Dan Welch, CSO, added: “Volaris gives us the right foundation and backing to achieve our goals. Their acute focus on talent management and development aligns perfectly with our core values. We are truly excited about the opportunities Volaris can provide to our employees for both personal and professional growth moving forward.”



Grosvenor Systems

• United Kingdom
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Grosvenor Systems

  • 2018 - 2018



Smartrak

• New Zealand
• Information Technology & Services
• 1 - 100 Employee

• Strategic acquisition of Smartrak Holdings Limited

  • 2017 - 2017

  “This is a new chapter for Smartrak. A new chapter that we feel can truly benefit our customers,” said Troy O’Connor, CEO of Smartrak. “With Volaris we have access to a network of people in like-minded industries, access to capital and best practices. To join an organization that values and understands what we do for our customers and wants us to do more for them, is remarkable.” “This is a new chapter for Smartrak. A new chapter that we feel can truly benefit our customers,” said Troy O’Connor, CEO of Smartrak. “With Volaris we have access to a network of people in like-minded industries, access to capital and best practices. To join an organization that values and understands what we do for our customers and wants us to do more for them, is remarkable.”



WebCheckout, Inc

• United States
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Onshore Development, Inc.

  • 2017 - 2017

  “Volaris has a long and successful track record of growing numerous vertical market software companies. They have done so through mentoring, employee development and employing road-tested performance metrics. They let each company retain their individuality and the culture that makes it a great place to work,” said Eric Dodson, CEO Webcheckout. “Under Volaris, we feel much better equipped to grow the company while keeping our identity.” “Volaris has a long and successful track record of growing numerous vertical market software companies. They have done so through mentoring, employee development and employing road-tested performance metrics. They let each company retain their individuality and the culture that makes it a great place to work,” said Eric Dodson, CEO Webcheckout. “Under Volaris, we feel much better equipped to grow the company while keeping our identity.”



Andar Software

• Canada
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Helix, Ltd.

  • 2017 - 2017

  “As part of the Volaris family of companies, we can further invest in, and grow, our business,” said Réal Bédard, President of Helix Ltd. “We are now part of a larger network of like-minded organizations dedicated to delivering world-class solutions in very specific and focused industries. We can leverage this knowledge and expertise to further innovate and provide mission-critical solutions to meet the unique needs of our customers.” “As part of the Volaris family of companies, we can further invest in, and grow, our business,” said Réal Bédard, President of Helix Ltd. “We are now part of a larger network of like-minded organizations dedicated to delivering world-class solutions in very specific and focused industries. We can leverage this knowledge and expertise to further innovate and provide mission-critical solutions to meet the unique needs of our customers.”



Software provider to the higher education industry

• Milton Keynes, United Kingdom

• Strategic acquisition of Kinetic Solutions Ltd.

  • 2014 - 2014

  "We are very excited about the possibilities ahead of us for both our customers and our employees,” said Chris Wildsmith. “Volaris’ commitment to success through organic growth initiatives and their expertise in operational mentoring align perfectly with our company’s vision and values.” "We are very excited about the possibilities ahead of us for both our customers and our employees,” said Chris Wildsmith. “Volaris’ commitment to success through organic growth initiatives and their expertise in operational mentoring align perfectly with our company’s vision and values.”



Wynne Systems

• United States
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Wynne Systems from United Rentals, Inc. (NYSE:URI)

  • 2012 - 2012

  “We’re excited Wynne has found a new home within Volaris Group,” said John Bureau, General Manager, Wynne. “Volaris invests in their businesses for the long-term and are committed to growing the rental management software vertical. We look forward to the opportunities ahead for Wynne, its customers and employees as part of a greater organization that is focused on delivering mission-critical software solutions specifically to this market.” “We’re excited Wynne has found a new home within Volaris Group,” said John Bureau, General Manager, Wynne. “Volaris invests in their businesses for the long-term and are committed to growing the rental management software vertical. We look forward to the opportunities ahead for Wynne, its customers and employees as part of a greater organization that is focused on delivering mission-critical software solutions specifically to this market.”



ExtendAg

• United States
• Software Development
• 1 - 100 Employee

• Strategic acquisition of Agris, Inc. from John Deere Agri Services, Inc. (NYSE:DE)

  • 2010 - 2010



Trapeze Group

• Canada
• Software Development
• 500 - 600 Employee

• Strategic acquisition of Public Transit Solutions from Continental Automotive AG (CON:DE)

  • 2009 - 2009



AssetWorks Inc

• United States
• Software Development
• 200 - 300 Employee

• Strategic acquisition of AssetWorks from Maximus, Inc. (NYSE:MMS)

  • 2008 - 2008

  Commented Richard Montoni, Chief Executive Officer of MAXIMUS: “We believe this divestiture represents an all around win for MAXIMUS, Constellation, and the employees and clients of both companies. Constellation possesses substantial domain expertise in these specific markets, has a long-standing record of successful software implementations and is best positioned to leverage the core capabilities and opportunities of the intellectual property they are acquiring. We would like to thank the employees of these businesses for their long-standing commitment and dedication to MAXIMUS and we wish them well as part of Constellation.” Show less



Software provider to state and local government agencies

• Montreal, Canada Area

• Strategic acquisition of PG Govern Inc.

  • 2007 - 2007



Trapeze Group

• Canada
• Software Development
• 500 - 600 Employee

• Strategic Acquisition of Grampian Software Holdings Limited

  • 2006 - 2006