Checklist

Channel Futures: When you were meeting with them, did you have a list of things you were looking for? Deal breakers? Requirements?

Bridgepointe’s Scott Evars: The first thing is, I’ve had a business partner for 20 years. The thought of bringing on a new one was something that we took very seriously. The very first thing was our culture. It’s super important. It was critical to making sure that they bought into our mission and culture, and they wanted to help that grow. The second thing is taking care of the people that helped us get here, which are our agents and our employees. It’s been a great growth story for 20 years, and we wanted to make sure we lifted them up while we took care of our customers and supplier partners. Those were the top things that we were looking for.

Obviously, you’ve got to check the box. We’re doing it to grow. It’s a growth story. Charlesbank has a phenomenal record of helping technology companies grow. So they ticked the box there, but they also ticked the box as a partner in our interaction with them. We spent a lot of time going through that, and feel really good about it.