TRAXERO North America

TRAXERO North America

TRAXERO North America was established as the Schilling family's permanent capital vehicle following the 2006 sale of Quilogy, a national Microsoft and IT consultancy Schilling founded in 1992 and grew to over 400 employees. The transition from operating an IT services business to acquiring small, cash-flowing software companies marks a deliberate shift from labor-intensive revenue to recurring license and subscription models. The firm executes a buy-and-hold consolidation strategy within fleet management and transportation logistics software. Target companies typically serve towing operators, auto auctions, and repossession businesses — fragmented, founder-owned verticals where TRAXERO's acquisitions include Omadi, AutoReturn, and Towbook. TRAXERO provides centralized back-office infrastructure while allowing acquired companies to retain their existing brands and customer relationships. Geographic focus is exclusively North America, with a densest footprint in the US Midwest and Southeast. TRAXERO operates from St. Charles, Missouri, with Schilling maintaining an active board role across portfolio companies. The firm does not raise outside capital, take LP commitments, or syndicate deals — distinguishing it from private equity platforms that pursue similar roll-ups with institutional fund structures. Schilling invests exclusively via the family's balance sheet, typically targeting 100% control positions in businesses generating under $20 million in annual recurring revenue. Sector concentration rather than diversification defines the portfolio architecture. By focusing solely on fleet-adjacent software, TRAXERO builds cumulative data and integration advantages across its holdings that a generalist acquirer could not replicate. This resembles the single-vertical holding-company model used by Constellation Software but deployed with private-family rather than public-market governance.