M&A Deal Summary

Delta Data Acquires Phoenix Systems

On March 12, 2024, Delta Data acquired software company Phoenix Systems

Acquisition Highlights
  • This is Delta Data’s 1st transaction in the Software sector.
  • This is Delta Data’s 2nd transaction in the United States.
  • This is Delta Data’s 1st transaction in Georgia.

M&A Deal Summary
Date 2024-03-12
Target Phoenix Systems
Sector Software
Buyer(s) Delta Data
Deal Type Add-on Acquisition

Target

Phoenix Systems

Peachtree Corners, Georgia, United States
Phoenix Systems develops software applications for the global financial services industry. Phoenix customers include investment funds, third-party transfer agents, banks, insurance companies, investment advisers and brokers, and virtually any company that administers investment funds and their associated accounts. Phoenix Systems was founded in 1981 and is based in Peachtree Corners, Georgia.

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Buyer(S) 1

Buyer

Delta Data

Columbus, Georgia, United States
Category Company
Founded 1985
Sector Software
DESCRIPTION

Delta Data is a provider of data governance and operational processing software for mutual fund securities and other pooled investment products that helps clients solve compliance mandates, mitigate risk and reduce costs. Delta Data was founded in 1985 and is based in Columbus, Georgia.

DEAL STATS #
Overall 2 of 2
Sector (Software) 1 of 1
Type (Add-on Acquisition) 2 of 2
State (Georgia) 1 of 1
Country (United States) 2 of 2
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-08-23 National Quality Review

Boston, Massachusetts, United States

National Quality Review provides transfer agent, intermediary, and service provider oversight solutions to leading U.S. financial institutions. National Quality Review was founded in 1991 and is based in Boston, Massachusetts.

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