M&A Deal Summary

Comply Acquires RIA In A Box

On December 9, 2021, Comply acquired software company RIA In A Box from Aquiline Capital Partners

Acquisition Highlights
  • This is Comply’s 1st transaction in the Software sector.
  • This is Comply’s 3rd transaction in the United States.
  • This is Comply’s 2nd transaction in New York.

M&A Deal Summary
Date 2021-12-09
Target RIA In A Box
Sector Software
Buyer(s) Comply
Sellers(s) Aquiline Capital Partners
Deal Type Add-on Acquisition

Target

RIA In A Box

New York, New York, United States
RIA in a Box is a provider of compliance software to the wealth management industry. Approximately 2,000 RIAs of varying sizes across the US use the platform to increase compliance workflow efficiency. RIA In A Box also offers SaaS-based solutions such as CRM, billing, and other operational tools. RIA In A Box was founded in 2005 and is based in New York City.

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Buyer(S) 1

Buyer

Comply

New York, New York, United States
Category Company
Founded 2003
Sector Software
DESCRIPTION

Comply is a provider of technology solutions that help compliance organizations identify, monitor, manage and report on conflicts of interest arising from employee activities, including personal trading, gifts and entertainment, political contributions, outside business affiliations, and other code of ethics violations. Comply was founded in 2003 and is based in New York City.

DEAL STATS #
Overall 3 of 3
Sector (Software) 1 of 1
Type (Add-on Acquisition) 2 of 2
State (New York) 2 of 2
Country (United States) 3 of 3
Year (2021) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-11-18 illumis

New York, New York, United States

illumis is a premier data aggregator and technology provider whose solutions are used by financial services firms to identify and mitigate risk from employee political contributions. illumis was founded in 2016 and is based in New York City.

Buy -

Seller(S) 1

SELLER

Aquiline Capital Partners

New York, New York, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2005
PE ASSETS 10.4B USD
Size Mega
Type Sector Focused
DESCRIPTION

Aquiline Capital Partners is a private equity firm that targets investments in the financial services sector. The Firm specifically invests in risk-bearing and services enterprises in industries such as property and casualty insurance, specialty finance, securities, asset management, life insurance and transaction processing. Aquiline Capital was formed in 2005 and is based in New York City.

DEAL STATS #
Overall 19 of 27
Sector (Software) 4 of 4
Type (Add-on Acquisition) 11 of 14
State (New York) 4 of 4
Country (United States) 13 of 18
Year (2021) 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-11-01 Ripe Insurance

Manchester, United Kingdom

Ripe Insurance is a digital insurance distribution and underwriting platform with over 285,000 policy holders. Ripe’s policies protects specialised needs across golf, boats, caravans, and cycles, as well as providing insurance to small business owners such as personal trainers, musicians, and photographers. Ripe Insurance was founded in 1997 and is based in Manchester, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-16 VirtusLab

Kraków, Poland

VirtusLab is a software development company based in Poland with offices in Berlin and London currently employing over 300 people. Through services & technology, VirtusLab helps Customers achieve more with software faster. VirtusLab was formed in 2010 and is based in Kraków, Poland.

Buy -
Mergr

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