M&A Deal Summary |
|
|---|---|
| Date | 2024-08-13 |
| Target | M-Files |
| Sector | Software |
| Buyer(s) |
Bregal Milestone
Haveli Investments |
| Sellers(s) | Tesi |
| Deal Type | Recapitalization |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2018 |
| PE ASSETS | 500M EUR |
| Size | Middle-Market |
| Type | Sector Agnostic |
Bregal Milestone is a private equity firm focused on non-control investments in profitable, European companies with dedicated management, growth opportunities, and sustainable business models. The Firm looks to commit €20 to €100 million per transaction and will consider a variety of investment structures, including debt and/or equity. Sectors of interest include Software, Technology-enabled services, Financial Technology, Data Infrastructure, Healthcare IT, and services Consumer/Internet. Bregal Milestone was formed in 2018 and is headquartered in London.
| DEAL STATS | # |
|---|---|
| Overall | 17 of 17 |
| Sector (Software) | 3 of 3 |
| Type (Recapitalization) | 1 of 1 |
| Country (Finland) | 4 of 4 |
| Year (2024) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-20 |
Cube
London, United Kingdom Cube offers a comprehensive and robust source of classified, and meaningful AI-driven regulatory data to power its Automated Regulatory Intelligence (ARI) and Regulatory Change Management (RCM) solutions. The company's regulatory technology including its AI engine (RegBrain) and software platform (RegPlatform) tracks, analyses, and monitors laws, rules, and regulations in every country and in every published language to create an always up-to-date regulatory footprint that transforms visibility and compliance capability for customers across the globe. Cube was founded in 2011 and is based in London, United Kingdom. |
Sell | - |
Haveli Investments is a private equity firm focused on investing in companies in the technology industry. Haveli Investments is based in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 6 |
| Sector (Software) | 1 of 1 |
| Type (Recapitalization) | 1 of 1 |
| Country (Finland) | 1 of 1 |
| Year (2024) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-29 |
Blend
San Francisco, California, United States Blend helps lenders streamline the customer journey for any banking product from application to close. Its Digital Lending Platform is used by Wells Fargo, U.S. Bank, and over 285 other financial institutions to acquire more customers, increase productivity, and deepen customer relationships. The company enables customers to process more than $4 billion in mortgages and consumer loans per day, helping millions of consumers get into homes and gain access to the capital they need to lead better lives. Blend was founded in 2012 and is based in San Francisco, California. |
Buy | - |
Tesi is a Finnish venture capital and private equity firm specializing in fund and direct investments. Tesi specifically targets minority investments in early, growth stage, and established businesses. Areas of interest include industrial, mining, software, business and consumer services, healthcare, life science, cleantech, and marine. Tesi was established in 1995 and it is based in Helsinki.
| DEAL STATS | # |
|---|---|
| Overall | 33 of 33 |
| Sector (Software) | 4 of 4 |
| Type (Recapitalization) | 2 of 2 |
| Country (Finland) | 30 of 30 |
| Year (2024) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-14 |
Ultimate
Helsinki, Finland Ultimate is a customer support automation platform, that brings the tools, team, and tactics that can take clients from 0 to +60% automation across digital support channels, including chat, email, messaging, and more. Ultimate was founded in 2016 and is based in Helsinki, Finland. |
Sell | - |
