Private Equity




Zywave is the leading provider of software as a service (SaaS) solutions that drive improved performance in sales, marketing, and customer retention for commercial insurance and benefits brokerages. The company's products deliver demonstrable value to its customers, leading to more initial prospect meetings, better close rates, and shortened selling cycles in the intensely competitive independent brokerage market. Zywave's complementary product portfolio includes tools related to marketing communications, data analytics, employer resources, and benefits agency management. Zywave serves both large, blue-chip clients as well as small-to medium-sized brokers in all 50 states, including all of the top 10 U.S. brokerages. Zywave is led by Dave O'Brien, CEO.

Date of Investment: November 2013
Headquarters: Milwaukee, WI

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