Investment Summary

Bain Capital Tech Opportunities and Valeas Capital Partners Invest In Ren

On July 26, 2023, growth capital firm Bain Capital Tech Opportunities and private equity firm Valeas Capital Partners invested in information technology company Ren

Investment Highlights
  • This is Bain Capital Tech Opportunities’ 5th and Valeas Capital Partners’ 1st transaction in the Information Technology sector.
  • This is Bain Capital Tech Opportunities’ 11th and Valeas Capital Partners’ 3rd transaction in the United States.
  • This is Bain Capital Tech Opportunities’ 1st and Valeas Capital Partners’ 1st transaction in Indiana.

Investment Summary
Date 2023-07-26
Target Ren
Sector Information Technology
Investor(s) Bain Capital Tech Opportunities
Valeas Capital Partners
Deal Type Growth Capital
Advisor(s) Raymond James - Investment Banking (Financial)

Target

Ren

Indianapolis, Indiana, United States
Ren is an independent philanthropic solutions provider in North America. Ren is a provider of Donor Advised Funds (“DAF”) software and managed services to financial advisors at the largest US financial institutions. Ren delivers custom solutions that include tax expertise, accounting support and impeccable client service, through its’ proprietary cloud computing technology. Ren was founded in 1987 and is based in Indianapolis, Indiana.

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Investor(S) 2

Investor

Bain Capital Tech Opportunities

Investor Investor Investor Investor Investor

Category Growth Capital Firm
Size Small
Type Sector Focused
DESCRIPTION

DEAL STATS #
Overall 17 of 19
Sector (Information Technology) 5 of 5
Type (Growth Capital) 11 of 11
State (Indiana) 1 of 1
Country (United States) 11 of 11
Year (2023) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-04-11 iManage

Chicago, Illinois, United States

iManage automates routine cognitive tasks, provides powerful insights and streamlines how professionals work, while maintaining the highest level of security and governance over critical client and corporate data. iManage was founded in 2015 and is based in Chicago, Illinois.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-15 Finova

London, United Kingdom

Finova provides a comprehensive suite of modular, SaaS-based open-architecture software to help lenders and brokers in the Mortgage, Lending, and Savings sectors. The software speeds up the application processes provide modern user interfaces and drive operational efficiencies throughout the lifetime of a financial product. Finova is based in London, United Kingdom.

Buy -
Investor

Valeas Capital Partners

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2021
Size Small
Type Sector Agnostic
DESCRIPTION

DEAL STATS #
Overall 3 of 4
Sector (Information Technology) 1 of 1
Type (Growth Capital) 2 of 3
State (Indiana) 1 of 1
Country (United States) 3 of 4
Year (2023) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-19 Sequoia

Akron, Ohio, United States

Sequoia provides wealth management, asset management, and financial planning services to a range of clients from individuals to family offices. Sequoia was founded in 1991 and is based in Akron, Ohio.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-02-05 Baker Tilly

Chicago, Illinois, United States

Baker Tilly is an advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers (New York, London, San Francisco, Los Angeles, and Chicago). Baker Tilly was founded in 1931 and is based in Chicago, Illinois.

Buy -
Mergr

Product

Company

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