M&A Deal Summary

SS&C Technologies Acquires O Shares Investments

On June 4, 2022, SS&C Technologies acquired financial services company O Shares Investments

Acquisition Highlights
  • This is SS&C Technologies’ 6th transaction in the Financial Services sector.
  • This is SS&C Technologies’ 35th transaction in the United States.
  • This is SS&C Technologies’ 8th transaction in Massachusetts.

M&A Deal Summary
Date 2022-06-04
Target O Shares Investments
Sector Financial Services
Buyer(s) SS&C Technologies
Deal Type Add-on Acquisition

Target

O Shares Investments

Boston, Massachusetts, United States
O’Shares Investments provides innovative indexes for long-term wealth management, with an emphasis on quality. The O’Shares indexes are designed for investors with objectives ranging from wealth preservation and income to growth and capital appreciation. Each O’Shares index reflects our rules-based investment philosophy, including quality as an important characteristic. Our measures of quality include profitability, cash earnings, and strong balance sheets, aiming to serve investors by keeping investing simple, straightforward, and easy to understand. There are exchange-traded funds that track the performance of O’Shares Indexes. O’Shares Investments does not endorse, sell, promote, or manage any investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. O’Shares Investments is based in Boston, Massachusetts.

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Buyer(S) 1

Buyer

SS&C Technologies

Windsor, Connecticut, United States
Category Company
Founded 1986
Sector Software
Employees26,600
Revenue 5.5B USD (2023)
DESCRIPTION

SS&C Technologies is a software provider to the global financial services industry with a broad range of highly specialized software, software enabled-services and software as a service (SaaS) solutions for information management, analysis, trading, accounting, reporting and compliance. SS&C Technologies was founded in 1986 and is based in Windsor, Connecticut.

DEAL STATS #
Overall 46 of 49
Sector (Financial Services) 6 of 6
Type (Add-on Acquisition) 36 of 37
State (Massachusetts) 8 of 8
Country (United States) 35 of 36
Year (2022) 3 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-16 MineralWare

Fort Worth, Texas, United States

MineralWare is a cloud-based asset management platform focuses on managing minerals, royalties and non-operated working interests. MineralWare was founded in 2014 and is based in Fort Worth, Texas.

Buy $18M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-23 Tier1 CRM Business

Toronto, Ontario, Canada

Tier1 CRM Business is a CRM solution, empowering clients to optimize customer engagement and increase operational efficiency. The business delivers workflow-optimized experiences, prompted insights, and a centralized view of client interactions that drive revenue-generating engagements. Serving the unique needs of Capital Markets, Investment Banking, Investment Management, and corporate professionals, it advances client relationships and workflows with data-driven insights across desktop and mobile devices, empowering compliance, collaboration, transparency, and communication.

Buy -
Mergr

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