M&A Deal Summary |
|
|---|---|
| Date | 2019-09-23 |
| Target | Black Mountain Systems |
| Sector | Software |
| Buyer(s) | Allvue |
| Sellers(s) | Stone Point Capital |
| Deal Type | Add-on Acquisition |
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Allvue provides a suite of solutions for private capital fund managers, administrators and family offices including Fund/Corporate Accounting, CRM, Portfolio Monitoring, Business Intelligence, and Investor Portals. Built within a Microsoft-based framework, these solutions are available as an integrated end-to-end suite or as independently licensed applications. Allvue was formed in 2008 and is based in Coral Gables, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector: Software M&A | 1 of 2 |
| Type: Add-on Acquisition M&A Deals | 1 of 2 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 1 of 2 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-18 |
PFA Solutions
Fairfax, Virginia, United States PFA Solutions specializes in software for the alternative investment industry. PFA serves various leading firms in private equity, venture capital, real estate, infrastructure, energy, and credit. PFA Solutions was founded in 2013 and is based in Fairfax, Virginia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1994 |
| PE ASSETS | 55.0B USD |
| Size | Mega |
| Type | Sector Focused |
Stone Point Capital is a private equity firm that targets investments in financial services sector. Specific areas of interest include insurance underwriting, outsourcing service providers to financial institutions, specialty lending and other credit opportunities, employee benefits and healthcare, asset management/retirement savings, and banking/depository institutions. Stone Point looks to commit between $75 and $750 million of equity per transaction and will consider control or substantial minority positions. Geographic areas of interest include North America and Europe. Stone Point Capital was formed in 1994 and is based in Greenwich, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 44 of 59 |
| Sector: Software M&A | 2 of 3 |
| Type: Add-on Acquisition M&A Deals | 21 of 30 |
| State: California M&A | 7 of 8 |
| Country: United States M&A | 38 of 53 |
| Year: 2019 M&A | 4 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-16 |
PFSC
Portland, Oregon, United States PFSC is a third-party private label servicer of commercial and consumer leases, loans and annuity type transactions (inclusive of structured settlements, lottery prize and royalty-based receivables). PFSC provides a comprehensive suite of services including primary servicing, successor servicing and backup servicing. PFSC also provides certain focused services such as document custodianship and verification agent services, multi-state vehicle titling and multi-state sales/use and personal property tax reporting and compliance. PFSC was founded in 1992 and is based in Portland, Oregon. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-03 |
Privilege Underwriters
New York, New York, United States Privilege Underwriters, Inc. is a U.S. insurance group specialized in the U.S. High Net Worth (“HNW”) insurance market, through TMHD’s wholly-owned subsidiary, HCC Insurance Holdings, Inc. (“TMHCC”) (hereinafter: “the Acquisition”). |
Sell | - |
