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M&A Deal Summary

The Burgiss Group Acquires Caissa

On September 13, 2021, The Burgiss Group acquired software company Caissa

Acquisition Highlights
  • This is The Burgiss Group’s 1st transaction in the Software sector.
  • This is The Burgiss Group’s 1st transaction in the United States.
  • This is The Burgiss Group’s 1st transaction in California.

M&A Deal Summary
Date 2021-09-13
Target Caissa
Sector Software
Buyer(s) The Burgiss Group
Deal Type Merger

Target

Caissa

San Francisco, California, United States
Caissa is a portfolio analytics software provider for endowments, foundations, family offices, pension funds, and outsourced CIOs. Caissa's client base consists of asset owners representing over $1.7 trillion in assets under management. Caissa was founded in 2010 and is based in San Francisco, California.

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Buyer(S) 1

Buyer

The Burgiss Group

Hoboken, New Jersey, United States
Category Company
Sector Software
Employees300
DESCRIPTION

Burgiss is a global provider of investment decision support tools for private capital. Along with deep expertise in performance and risk measurement, Burgiss' analytics platform and research-quality data help investment teams make better investment decisions.

DEAL STATS #
Overall 1 of 1
Sector: Software M&A 1 of 1
Type: Merger M&A Deals 1 of 1
State: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2021 M&A 1 of 1
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