M&A Deal Summary

STG Acquires Yodlee

On June 25, 2025, private equity firm STG acquired internet software and services company Yodlee from Envestnet

Acquisition Highlights
  • This is STG’s 11th transaction in the Internet Software and Services sector.
  • This is STG’s 48th transaction in the United States.
  • This is STG’s 3rd transaction in Pennsylvania.

M&A Deal Summary

Date 2025-06-25
Target Yodlee
Sector Internet Software and Services
Buyer(s) STG
Sellers(s) Envestnet
Deal Type Divestiture

Target

Yodlee

Berwyn, Pennsylvania, United States
Yodlee specializes in open finance, data aggregation, and analytics solutions for financial institutions and fintech companies. Yodlee was founded in 1999 and is based in Redwood City, California.

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Buyer(S) 1

Buyer

STG

Menlo Park, California, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 2002
PE ASSETS 12.0B USD
Size Mega
Type Sector Focused
DESCRIPTION

STG is a private equity firm focused on making investments in software and services companies. STG looks to leverage operational expertise in helping its portfolio companies 'increase customer value' and grow. In addition to its focus within the software/services sectors, STG also has interest in healthcare, pharmaceuticals manufacturing, consumer packaged goods, retail, financial services, and communications. STG was formed in 2002 and is based in Menlo Park, California.


DEAL STATS #
Overall 66 of 67
Sector: Internet Software and Services M&A 11 of 11
Type: Divestiture M&A Deals 23 of 23
State: Pennsylvania M&A 3 of 3
Country: United States M&A 48 of 49
Year: 2025 M&A 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-04-23 Trace One

Puteaux, France

Trace One is a collaborative retail business platform for consumer-packaged-goods (CPG). The company provides one SaaS inclusive platform with multiple interlocking business applications, including product lifecycle management, sourcing, and compliance. It enables customers to create higher quality, trusted, and compliant own-branded goods faster, delivering benefits to their consumers and the environment. Trace One was formed in 2001 and is based in Puteaux, France.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-06-26 Movable Ink

New York City, New York, United States

Movable Ink is a visual experience platform provider for digital marketing leaders. More than 700 of the world’s most innovative brands rely on Movable Ink’s visual experience platform to deliver consistent experiences for their customers. Movable Ink was founded in 2010 and is based in New York City, New York.

Buy -

Seller(S) 1

SELLER

Envestnet

Berwyn, Pennsylvania, United States

Category Company
Founded 1999
Sector Software
Revenue 1.2B USD (2023)
DESCRIPTION

Envestnet is a provider of technology-enabled products and services for financial advisors. The company's technology enhances advisor productivity and strengthens the wealth management process. It empowers enterprises and advisors to more fully understand their clients and deliver better outcomes. Envestnet was founded in 1999 and is based in Berwyn, Pennsylvania.


DEAL STATS #
Overall 1 of 1
Sector: Internet Software and Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
State: Pennsylvania M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-06 Redi2

Boston, Massachusetts, United States

Redi2 is a provider of revenue management and hosted fee-billing solutions in the global financial services industry. Redi2 is based in Boston, Massachusetts.

Buy -