Bold Orange

Canaccord Genuity Advises Bold Orange on its Investment from Beringer Capital

Canaccord Genuity has advised Bold Orange, a nationally recognized leader in data and customer experience transformation, on its investment from Beringer Capital, a private equity firm focused on investing in companies at the forefront of digital transformation. Bold Orange was previously a portfolio company of Mountaingate Capital. 

Founded in 2017, Bold Orange is a Minneapolis-based, leading customer experience company specializing in building and optimizing connected customer experiences that drive acquisition, growth, and retention for some of the world’s most respected brands. Guided by a strategy-first, data-driven approach, Bold Orange leverages insights, creativity, and leading data and marketing technology platforms, such as Salesforce, Snowflake, Databricks, Movable Ink, and Braze, to deliver personalized customer experiences. Recognized for its integrated capabilities and measurable results, Bold Orange has been awarded nationally for its business impact, enduring client relationships, and award-winning culture.

Market dynamics are pushing brands to better ingest, integrate, store, process, and activate customer data to deliver personalization at scale, as customer experience has become the number one growth driver for CEOs today, with data and AI reshaping the way brands connect with their customers. Bold Orange’s integrated capabilities and proven track record have earned them long-standing client relationships and industry recognition. The company’s end-to-end model, from strategy to execution, secures a lasting position in brands’ technology stacks and budget priorities. As brands increasingly aim to build full-funnel engagement engines, Bold Orange’s ability to unify insights, connect data, and scale personalization positions the company exceptionally well to meet the needs of a rapidly changing digital landscape.

Beringer Capital is a private equity firm focused on investing in companies at the forefront of digital transformation. The firm leverages its financial and intellectual capital to invest in middle-market companies, specializing in three core sectors: Tech Platforms & SaaS, Tech & Information-Led Services, and Traditional Business Services. Beringer's focus on value creation, as well as its strong track record with add-on acquisitions, helps visionary leadership teams to deliver exceptional customer experiences and accelerated growth. The firm was founded in 2002 and operates from offices in Toronto and New York.
Beringer’s investment will allow Bold Orange to expand its technical capabilities further, deepen partnerships, and pursue strategic growth opportunities. Through this partnership, Beringer and the company are positioned to set a new standard for customer engagement in the digital era. By combining Bold Orange’s proven expertise in strategy, creativity, and technology with Beringer’s deep focus on value creation, the partnership is uniquely positioned to help brands deepen customer connections, drive measurable growth, and thrive in an increasingly competitive landscape.

Mountaingate is a Colorado-based private equity firm that specializes in partnering with founders and entrepreneurial companies to accelerate growth and build industry leaders. The firm’s focus on organic growth, coupled with its customer-centric buy-and-build approach for add-on acquisitions and shared equity ownership with management, creates more value for the end customer, while forging stronger, more collaborative, and more successful investment partnerships with management teams. With more than $1.4 billion of assets under management, Mountaingate targets investments in marketing services, business services, specialty manufacturing, and distribution.