M&A Deal Summary |
|
|---|---|
| Date | 2021-02-02 |
| Target | Finantix |
| Sector | Software |
| Buyer(s) | InvestCloud |
| Sellers(s) | Motive Partners |
| Deal Type | Merger |
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| Category | Company |
|---|---|
| Founded | 2010 |
| Sector | Internet Software and Services |
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers, and asset services companies. InvestCloud was founded in 2010 and is based in West Hollywood, California.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 5 |
| Sector (Software) | 1 of 1 |
| Type (Merger) | 2 of 2 |
| Country (Luxembourg) | 1 of 1 |
| Year (2021) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-02-02 |
Tegra118
Brookfield, Wisconsin, United States Tegra118 is a technology provider for key segments of the wealth and asset management industry. The company's scalable, integrated platform delivers mission-critical, end-to-end software solutions for the front, middle, and back-office. Tegra118 is based in Brookfield, Wisconsin. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-05 |
Advicent Solutions
Milwaukee, Wisconsin, United States 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. |
Buy | - |
Motive Partners is an investment firm focused on financial technology businesses. Prospective transaction types include management buyouts, growth financings, and venture. Motive Partners was formed in 2016 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 5 |
| Sector (Software) | 2 of 2 |
| Type (Merger) | 2 of 2 |
| Country (Luxembourg) | 1 of 1 |
| Year (2021) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-02-02 |
Tegra118
Brookfield, Wisconsin, United States Tegra118 is a technology provider for key segments of the wealth and asset management industry. The company's scalable, integrated platform delivers mission-critical, end-to-end software solutions for the front, middle, and back-office. Tegra118 is based in Brookfield, Wisconsin. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-04 |
Lmrkts
New York, New York, United States Lmrkts is a financial and operational risk mitigation service provider that uses mathematical optimization to reduce counterparty, market, and settlement exposures. Lmrkts was founded in 2011 and is based in New York City. |
Sell | - |
