Portfolio

Our Expanding Stable of Transformational Growth Companies

Our portfolio includes major investments across the key verticals that Lateral focuses on which are at the intersection of disruptive change: business-to-business software, industrial technology, managed solutions and technology-enabled services.

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Adaptive Solutions is a North America-focused provider of document management solutions and consulting services to top law firms. Adaptive Solutions was acquired by Morae Global Corporation in 2021.

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Benchmark Builders is one of the preeminent contracting, infrastructure and interior office construction firms in the New York City market.

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Dacor is the American luxury kitchen appliance brand that reinvented the kitchen with visionary cooking and cooling experiences that deliver breakthrough innovation. 

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Exigent Group is a technology-enabled legal solutions provider that utilizes proprietary AI solutions to serve its global client base. Exigent Group was acquired by Morae Global Corporation in 2024.

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FirstClose, Inc is a leading fintech provider of workflow automation technology, point-of-sale software, and data services solutions for mortgage and home equity lenders nationwide.

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Morae Global is a technology-enabled alternative legal solutions provider that serves the legal department at Fortune 100 companies and global law firms. The company provides turnkey legal and compliance solutions including automation and expert on-demand resources. 

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Phoenix Business Solutions is a professional services information management specialist. Phoenix Business Solutions was acquired by Morae Global Corporation in 2019.

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Restoration Forest Products is the leading sustainable forestry and lumber manufacturing company in the southwest United States. The company’s mission is to eliminate catastrophic wildfires that have ravaged America’s western states by restoring the forest to a healthy and natural state.

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Santa Cruz Valley Regional Hospital is a full-service general acute care facility based in Green Valley, Arizona.

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For Lateral’s portfolio company investments, it should be noted that only certain investments have been displayed above (the “Selected Investments”), as the management team believes such Selective Investments are more accurately representative of the types of investments the firm plans to consider in its go-forward strategy.  The Selected Investments may be more (or less) favorable than other investments made, or that will be made, by Lateral’s investment team. A comprehensive list of Lateral’s portfolio, in its entirety, can be provided upon request