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Omatic

The Deal

Bought By
Dan Kim
Year
2016
Vehicle
Big Tree Capital Partners, his own search fund, with Anacapa Partners among its backers
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

Anacapa Partners

Relay Investments

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 rather than inferred.