Mountview Partners

Private Family Office · Est. 2014

Patient capital for enduring software businesses

We partner with founders of B2B vertical software companies ready for their next chapter.

Who We Are

A different kind of buyer

Mountview Partners is a private family office with a straightforward mandate: acquire, steward, and grow exceptional owner-operated software businesses. We are not a fund with a mandate to flip. We are owners who think in decades, not quarters.

We bring operational experience, a long-term perspective, and genuine respect for what founders have built. Our goal is to preserve culture, protect customers, and accelerate what’s already working.

2
Successful exits
10+
Years as operators
B2B
Exclusive focus
∞
Hold horizon

Investment Focus

What we look for

⚙️
Owner-Operated
Founder-led businesses where the builder is ready to transition but cares deeply about legacy and culture.
🏗️
Vertical Niche
Software purpose-built for a specific industry or workflow—depth of fit creates durable competitive moats.
🗄️
Systems of Record
Mission-critical software embedded in daily operations—high switching costs, recurring revenue, loyal users.
📊
B2B SaaS
Business-to-business models with predictable revenue streams and clear unit economics we can underwrite with confidence.

Track Record

Two full acquisition-to-exit cycles

We have completed two successful exits, each time partnering closely with the founding team, growing the business, and executing a thoughtful sale to a strategic buyer.

TargetRecruit
A leading provider of front- and middle-office solutions built natively on the Salesforce platform, serving staffing and recruiting firms across North America and globally. Under Mountview’s ownership the product expanded its feature set, grew its customer base, and deepened integrations across the HR technology ecosystem. Sold to Bullhorn, the global leader in software for the staffing and recruitment industry.
Exited
Acquired May 2017
Sold August 2025
Press Release · August 2025
Intrepid Investment Bankers served as exclusive financial advisor to TargetRecruit on its sale to Bullhorn, the global leader in staffing and recruitment software.
INTREPID INVESTMENT BANKERS A member of MUFG

Founded in 2008, TargetRecruit delivered a highly configurable platform purpose-built for staffing and recruiting firms. The sale to Bullhorn grew its Salesforce userbase to nearly 150,000 and solidified Bullhorn’s position as the industry-leading recruitment ISV on the Salesforce platform.

“TargetRecruit was built to empower staffing firms with technology that adapts to their unique needs. Intrepid was instrumental in guiding us through this process, securing a partner in Bullhorn that aligns with our long-term vision and values. We would recommend them for their expertise in software investment banking, their relationships and their hands-on execution.”

— Jonathan Ross, Executive Chairman, TargetRecruit
View full press release →
CSI Software
A leading provider of SaaS cloud-based club management solutions serving health and fitness clubs, campus recreation facilities, wellness centers, JCCs, YMCA/YWCAs, and other membership-based organizations. 38 of the top 100 clubs in America selected CSI as their software provider, representing 500+ clients and 1,100+ locations. Sold to Daxko Inc., a portfolio company of Pamlico Capital.
Exited
Founded 1977
Sold December 2015
Press Release · December 16, 2015
First Analysis acted as the exclusive financial advisor to CSI Software in its sale to Daxko Inc., a portfolio company of Pamlico Capital.
First Analysis SECURITIES CORP.

Based in Houston, TX and founded in 1977, CSI Software’s platform was the most comprehensive solution in the health and fitness club management industry, addressing a full range of needs from scheduling and member management to billing and analytics. The combination with Daxko enabled the merged organization to establish the premier platform across both nonprofit and commercial fitness markets.

“The First Analysis team are the most professional people I have ever had the pleasure of working with. From the first day I met with my deal team, long before the process began, they set very real expectations. When we all felt the time was right, they orchestrated a flawless process from beginning to end. I could not be happier with the outcome for my team members, customers or my family.”

— Jonathan Ross, CEO, CSI Software
View full press release →

Acquisition Criteria

What makes a great fit

We move quickly, underwrite conservatively, and close with certainty. No committees, no institutional processes—just principals who make decisions.

  • B2B software with recurring or subscription revenue
  • Vertical niche or industry-specific application
  • Proven product-market fit with a stable customer base
  • Owner ready to transition—full exit or phased
  • Revenue in the range of $1M–$10M ARR
  • Positive or near-positive cash flow
  • U.S.-based, established before 2022
  • No distressed situations—we buy healthy businesses

Get In Touch

Ready to start a conversation?

We respond to every inquiry from founders exploring a sale. Conversations are confidential, pressure-free, and always principal-to-principal.

info@mountviewpartners.com