Rubicon Technology Partners takes majority stake in CaseWorthy
CaseWorthy, a case management software provider for more than 1,000 nonprofits and government agencies, has secured a majority growth investment from Rubicon.
CaseWorthy has secured a majority growth investment from Rubicon Technology Partners, a middle-market private equity firm focused on B2B software and services. The company provides case and program management software used by nonprofit and government human services organizations across the United States.
The investment is intended to fund product innovation, including continued development of CaseWorthy's AI capabilities, deeper integrations across the human services ecosystem, and acquisitions. CEO Aaron Watson said Rubicon brings technology and AI expertise. Rubicon partner Alex Kleiner cited the company's domain expertise and loyal customer base.
Moelis & Company acted as exclusive financial advisor to CaseWorthy.
Deal facts
- Target
- CaseWorthy
- Business
- Provider of purpose-built case and program management software for non-profit and government human services organizations
- Buyer
- Rubicon Technology Partners
- Sponsor
- Rubicon Technology Partners
- Deal type
- Platform
- Advisers
- Moelis & Company financial adviser to CaseWorthy
- Status
- Announced, not yet closed
- Announced
- Monday, June 15, 2026
Sources
- PR NewswireJun 16, 2026
Written by Buyout Desk from the sources above. Spotted an error? Email corrections@buyoutdesk.com.