Investing in middle market companies
in partnership with management

 

Current Investment-FUND III

Acquisition date:  January 6, 2015
Disposition date:  Current Holding

International provider of discovery and data management services for law firms, corporations and government agencies

Xcellence, Inc. d.b.a. Xact Data Discovery (“XACT”) provides streamlined forensic collection, processing, hosting, document review and project management services, representing an end-to-end solution to support its clients throughout the litigation discovery process. Leveraging its unique combination of onshore and offshore project management and delivery, the company has developed a reputation for exceptional service and responsiveness. XACT is benefitting from double digit industry growth, driven by increased focus by its customers to optimize legal costs through outsourcing and the explosive growth in electronically stored information. At acquisition, the company’s operations spanned 16 offices in 11 states, and management is pursuing an aggressive growth strategy including opening new offices as well as making add-on acquisitions to expand its market presence and add new service capabilities.

The transaction closed on January 6, 2015. Clearview invested equity from Clearview Capital Fund III, LP. Senior debt was provided by TCF Capital Funding.

 
Add-on Acquisitions Completed:

Orange Legal
Orange Legal Technologies
Salt Lake City, UT
Provider of eDiscovery and outsourced managed review services

F1-SMALL
F1 Discovery
San Francisco, CA
Provider of eDiscovery services in the San Francisco Bay area

 

pdf Seeking Add-on Acquisitions-Click here for Criteria