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Purpose-built to acquire and accelerate the growth of B2B vertical software, services, and industrial companies.
Tideshift Capital Group is a Boston-based private investment firm blending decades of investment and operational experience. Our distinctive approach propels value creation and is grounded in product-led growth, embedding AI and data to target whitespace opportunities. Tideshift is further differentiated in its ability to deploy an extensive network of engineering, sales, and marketing resources at scale to create impact velocity.
Tideshift is co-founded and led by Himanshu Gandhi and Daniel Callahan, who together have 30+ years of blended investment and operating experience. Our team is collaborative, forward-thinking and results-driven, possessing the rare combination of investment, sector and product capabilities that help vertical software, services and industrial businesses transform faster than they could alone.
Leadership Track Record
Completed Investments
Years of Investment & Operating Experience
Carve-out Transactions
Leadership Track Record
Completed Investments
Years of Investment & Operating Experience
Carve-out Transactions
Bringing the Ground Floor to the Boardroom
Closing the gap between leadership and frontline operations. At Tideshift, we bring a unique heritage rooted in operational excellence and continuous improvement. By combining strategic capital with embedded operational resources, we help lower-middle market businesses across vertical software, services, and industrial sectors realize their full potential.
Product-led Growth
Helping companies evolve from point solutions to platforms and expanding customer reach.
Data & AI Integration
Unlock actionable insights and drive efficiencies across data-rich environments.
Experienced Operators
Scale faster with our Alpha team of engineers, sales, marketing, and pricing experts.
Global Reach
Navigate cross-border opportunities with confidence.
INVESTMENT FOCUS
Sector & Size
Vertical Software (B2B, B2G):
$7–35M Recurring Revenue; EBITDA+
Services:
>$15M Revenue; $2M+ EBITDA
Industrials:
>$30M Revenue; $3M+ EBITDA
Strong Market Position
Unique customer profile and product with a strong market fit, addressing specific customer needs as evidenced by strong customer retention rates.
Dynamic Teams
Management with strong conviction and hunger to achieve the next level of value. We encourage existing teams to retain equity and share in the upside.
Unlock Scale & Win
Capacity to achieve accelerated growth and speed to market by leveraging Tideshift’s sales, marketing, pricing, engineering, and AI/ML resources to win and stay ahead of competition.
Transaction Types
Controlling equity investments including but not limited to:
- Management buyouts/ recapitalizations
- Companies in transition
- Corporate divestitures
Geography
Primarily North America and Europe, with the ability to pursue add-on investment opportunities in other regions.
PRODUCT-LED APPROACH
When we meet founders and management teams, a common question we hear is: “What makes Tideshift different from other PE firms?” The answer starts with our product-led mindset. Whether in software, services, or industrial businesses, we look for companies with a strong market fit, a differentiated solution, and the ambition to lead their category. We focus on niche, vertical industries where our experience with data, operational excellence, and platform thinking helps transform high-potential companies into scaled platforms with expanded offerings and customer reach.
Partner with Tideshift
You’ve built a great business, and your product has a strong market and customer fit. Partner with us to achieve the next level of growth and value.
Collaborative Growth
We partner with management to fill the funnel, drive sales conversions, and elevate customer retention. Gain access to engineering, AI and data scientists globally to accelerate product development and stay ahead of the competition.
Control the Data Point
This refers to software providing data that customers require to operate. We invest in and build platforms that are embedded in customer operations, resulting in increased scale and stickiness.
Increase Product Cross-Sell
By building and cross-selling downstream products and features, we help portfolio companies increase customer lifetime value and retention rates while reducing customer acquisition costs.
Expand Horizontally, Targeting New Customers
Once category leadership in a particular vertical is solidified, we jointly map out and pursue whitespace opportunities by expanding horizontally across the entire value chain, targeting new markets and customers.
PRODUCT-LED APPROACH
When we meet founders and management teams, a common question we hear is: “What makes Tideshift different from other PE firms?” The answer starts with our product-led mindset. Whether in software, services, or industrial businesses, we look for companies with a strong market fit, a differentiated solution, and the ambition to lead their category. We focus on niche, vertical industries where our experience with data, operational excellence, and platform thinking helps transform high-potential companies into scaled platforms with expanded offerings and customer reach.
Partner with Tideshift
You’ve built a great business, and your product has a strong market and customer fit. Partner with us to achieve the next level of growth and value.
Collaborative Growth
We partner with management to fill the funnel, drive sales conversions, and elevate customer retention. Gain access to engineering, AI and data scientists globally to accelerate product development and stay ahead of the competition.
Control the Data Point
This refers to businesses providing data that customers rely on to operate. We invest in and build platforms that are embedded in customer workflows and operations, resulting in increased scale and stickiness.
Increase Product Cross-Sell
By building and cross-selling downstream products and features, we help portfolio companies increase customer lifetime value and retention rates while reducing customer acquisition costs.
Expand Horizontally, Targeting New Customers
Once category leadership in a particular vertical is solidified, we jointly map out and pursue whitespace opportunities by expanding horizontally across the entire value chain, targeting new markets and customers.
COLLABORATIVE GROWTH
We believe each investment is unique. All successful companies have their own differentiated customer and product value proposition. We partner with you on a customized growth journey and help you move forward successfully without sacrificing quality, talent, or culture.
BACK & BUILD STRONG MANAGEMENT TEAMS
- Partner with dynamic founders and management teams.
- Encourage equity rollover to align interests.
- Recruit top-tier talent for key functional roles.
LEVERAGE GROWTH WAVE ROADMAP WITH TIDESHIFT ALPHA TEAM
- Build on core capabilities from product, sales and talent to realize next level of value and growth.
- Scale faster by leveraging global engineering, sales and marketing resources.
- Expand cross-sell offerings within existing customer base.
CREATE CATEGORY
LEADERS
- Execute product-led growth strategy through data point control, increased product cross-sell, horizontal expansion and targeting new buyers.
- Accelerate revenue and profit.
- Deliver YoY growth and strong KPIs for outsized returns.
