M&A Deal Summary

J.P. Morgan & Co. Acquires Aumni

On March 22, 2023, J.P. Morgan & Co. acquired software company Aumni from First Trust Capital Partners

Acquisition Highlights
  • This is J.P. Morgan & Co.’s 1st transaction in the Software sector.
  • This is J.P. Morgan & Co.’s 2nd transaction in the United States.
  • This is J.P. Morgan & Co.’s 1st transaction in Utah.

M&A Deal Summary

Date 2023-03-22
Target Aumni
Sector Software
Buyer(s) J.P. Morgan & Co.
Sellers(s) First Trust Capital Partners
Deal Type Add-on Acquisition
Advisor(s) DLA Piper (Legal)

Target

Aumni

Cottonwood Heights, Utah, United States
Aumni is an investment analytics company delivering the most reliable data and insights for the private capital markets. The company has developed a cloud-based, global technology platform that provides portfolio monitoring and market analytics to private market investors. Aumni was formed in 2018 and is based in Cottonwood Heights, Utah.

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Buyer(S) 1

Buyer

J.P. Morgan & Co.

New York, New York, United States

Category Company
Sector Financial Services
DESCRIPTION

J.P. Morgan & Co. is a provider of financial services for individuals, businesses, and governments.


DEAL STATS #
Overall 2 of 2
Sector: Software M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Utah M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2023 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-09 Sightline

Las Vegas, Nevada, United States

Sightline is a dynamic Financial Technology (FinTech) company that enables the next generation of cashless, mobile, and omnichannel commerce solutions for the gaming, lottery, sports betting, entertainment, and hospitality ecosystems. Sightline is based in Las Vegas, Nevada.

Buy -

Seller(S) 1

DESCRIPTION

First Trust Capital Partners is a private investment firm that looks to invest in early and growth stage companies principally in the financial services and healthcare technology sectors. First Trust Capital Partners is based in Chicago, Illinois.


DEAL STATS #
Overall 1 of 5
Sector: Software M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 5
State: Utah M&A 1 of 1
Country: United States M&A 1 of 5
Year: 2023 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-04 Sonara

Dallas, Texas, United States

Sonara is a medication adherence ecosystem that makes Methadone based treatment for Opioid Use Disorder more accessible and convenient for patients through a patented, tamper-aware medication monitoring system. Sonara was founded in 2020 and is based in Dallas, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-06-11 Owl Health

Portland, Oregon, United States

Owl is a comprehensive behavioral health solution that helps organizations deliver quality care and improve patient outcomes. The company's measurement-based care platform empowers healthcare providers with accurate data and insightful analytics to enhance their treatment strategies. Owl Health was founded in 2013 and is based in Portland, Oregon.

Sell -