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InvestCloud Mergers & Acquisitions

InvestCloud M&A Summary

InvestCloud has acquired 6 companies of its own, including 4 in the last 5 years. A total of 4 acquisitions came from private equity firms.

InvestCloud’s largest acquisition to date was in 2018, when it acquired Rplan for $20M. InvestCloud has acquired in 1 US state, and 3 countries. The Company’s most targeted sectors include internet software and services (60%) and information technology (20%).

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 3
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 3

InvestCloud

InvestCloud, Inc.

700 N San Vicente Boulevard, Suite G605,
West Hollywood, California 90069
United States,
(888) 800-0188
www.investcloud.com

All (5) Buy (5) Sell (-)
Date Target Value
$mlns 		Transaction Type Acquirer Seller SRC
Link
2021-05-05 Advicent Solutions · Internet Software and Services
Milwaukee, Wisconsin · www.advicentsolutions.com

Advicent Solutions is a provider of SaaS-based technology solutions for the financial advice and planning industry. Advicent Solutions’ products include web-enabled marketing communications, needs assessment, and financial planning tools, and are used by more than 250,000 financial professionals across more than 2,700 customers. Small and medium-sized businesses and some of the world’s largest financial institutions trust Advicent’s products to help grow their business. Advicent Solutions was founded in 1995 and is based in Milwaukee, Wisconsin.

- Add-on Acquisition

InvestCloud

Manulife Investment Management PE

Vista Equity Partners PE


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