Class VI Partners (“Class VI”) is pleased to announce the recapitalization of StockIQ Technologies (“StockIQ” or the “Company”) by Serent Capital (“Serent”). The partnership will enable StockIQ to accelerate its product innovation, expand market reach, and deepen engagement with its growing customer community. Class VI served as the exclusive financial advisor to StockIQ.
“We are grateful to have had the opportunity to work with StockIQ in this transaction,” said Matthew Petterson, Class VI Vice President. “They’ve built an impressive software platform in the supply chain management space—the Company’s combination of both breadth and depth of features paired with industry-leading customer service enabled impressive growth over the last several years. We are excited that StockIQ found a great partner in Serent for the next phase of growth.”
“The founders embody what it means to be true entrepreneurs, exemplifying relentless innovation and a constant devotion to both the Company’s customers and employees,” added Zach Solomon, Class VI Senior Associate. “It was a privilege representing them and the StockIQ business throughout this process, and the Class VI team is excited to see all the great things they’ll accomplish with Serent.”
“When we were evaluating partners, Class VI told us, ‘We can help you through the process since we’ve done this before and we know how the movie ends.’ Having been through the process now—and seeing just how long the movie is—we’re happier now than ever that we chose Class VI to help us through the deal,” said Jake Latham, Chief Executive Officer of StockIQ. “Neither Curtis nor I can imagine managing the steps nor the workload without their guidance. They offered a calming influence or strong stance when it was required and helped us get through to the finish line. They showed us the whole way through that they were knowledgeable, experienced, and above all, good and principled people to do business with.”
Founded by Jake Latham and Curtis Glesmann in 2015, StockIQ is a modern supply chain planning suite built by industry practitioners for distributors and manufacturers. With more than 20 years of experience in the field, StockIQ delivers the tools businesses need to operate efficiently, improve forecast accuracy, and reduce inventory levels while maintaining exceptional customer service.
The platform includes comprehensive functionality for demand forecasting, inventory and replenishment planning, supplier performance, and sales inventory and operations planning. StockIQ is committed to driving measurable value and bottom-line impact for its users.
Serent Capital is a growth-focused private equity firm investing in capital-efficient B2B SaaS and technology companies. Since its inception, Serent set out to build a distinctly different firm that prioritizes founders and their companies, providing true hands-on resources through its 25+ person Growth Team. Serent’s in-house Growth Team is equipped with a wide range of resources to help companies accelerate growth, including strategic and operational support to drive revenue generation, assistance in building a top-tier executive team, guidance for transformative M&A, and a community of 400+ founders and operating executives. With $5 billion of assets under management, the firm has partnered with over 60 founder-led, industry-changing companies and offers unparalleled hands-on operational support. Discover how Serent Capital is fueling the growth of innovative companies across a range of industries at www.serentcapital.com.
The transaction closed on March 26, 2025. Davis Graham & Stubbs LLP served as legal counsel to StockIQ.
For more information about the transaction, please contact Matthew Petterson at (303) 243-5621 or mpetterson@classvipartners.com and Zach Solomon at (303) 243-5646 or zsolomon@classvipartners.com.
About Class VI Partners
Class VI provides middle-market investment banking services, including mergers and acquisitions advisory, corporate advisory, business valuation, and private capital raising services through its affiliate, Class VI Securities, LLC and Member FINRA. Class VI is also affiliated with and offers wealth management services through Class VI Family Office, LLC, a Registered Investment Adviser with the Securities & Exchange Commission.
Jake Latham, Co-Founder and CEO of StockIQ, and Curtis Glesmann, co-founder and CTO of StockIQ, are clients of Class VI Partners and are not being compensated for sharing their opinion and experience with the firm. Any compensation creates a conflict of interest. Comments by Jake Latham and Curtis Glesmann may not be representative of any other person’s experience with the firm and are no guarantee of future performance or success.
Additional Disclosures
Investment advisory services offered through Class VI Partners’ affiliate Class VI Family Office, LLC, a Registered Investment Adviser with the U.S Securities and Exchange Commission. Class VI Partners offers investment banking and private securities transactions through its affiliate, Class VI Securities, LLC. Class VI Securities, LLC is a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA). Class VI Pathfinder, LLC provides general business consulting to privately held businesses. Collectively these entities are referred to herein as “Class VI”.
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