Omatic

The Deal

Bought By

Dan Kim

Year

2016

Vehicle

Big Tree Capital Partners, his own search fund, with Anacapa Partners among its backers, backed by The Cambria Group

Kind

Software

A Charleston-area software company whose products move donor and constituent data between the fundraising, payment, marketing and accounting systems nonprofits run, built as integrations around Blackbaud's platform.

What Happened Next

Run by its searcher for a decade until a software investor's significant investment closed in 2025, with a new chief executive arriving in 2026 and the investor thanking him for his stewardship.

They recapitalized 9 years in, in 2025, without handing over the company.

The exit ends of journeys like this one, where the buyer has announced the purchase itself, are on Buyers.

Backed by the Same Firms

Method & Source

This record is double-sourced: it joined when the purchase and, where the company has traded on, the exit could both be read in primary accounts.

• Anacapa Partners' own account anacapapartners.com
• Relay Investments' own account relayinvestments.com
• The searchers' own SEC filing sec.gov
• The acquirer's announcement clearhavenpartners.com
• Trilogy Search Partners' own account trilogy-search.com
• Endurance Search Partners' own account, The backer's investments list, which carries the company and its own year. endurancesearchpartners.com
• Endurance Search Partners' own account, The backer's partners page, which names the searcher beside the company and the fund. endurancesearchpartners.com
• Pacific Lake Partners' own account pacificlake.com
• The Cambria Group's own account cambriagroup.com