M&A Deal Summary

The Carlyle Group Acquires IntelliFlo

On August 26, 2025, private equity firm The Carlyle Group acquired software company IntelliFlo from Invesco

Acquisition Highlights
  • This is The Carlyle Group’s 57th transaction in the Software sector.
  • This is The Carlyle Group’s 53rd transaction in the United Kingdom.

M&A Deal Summary

Date 2025-08-26
Target IntelliFlo
Sector Software
Buyer(s) The Carlyle Group
Sellers(s) Invesco
Deal Type Divestiture

Target

IntelliFlo

Wimbledon, United Kingdom
IntelliFlo provides practice management solutions to financial advice firms, supporting over 30,000 users across the UK and internationally. Its core SaaS platform, intelliflo Office, is a central system for CRM, planning, compliance, and client communication. IntelliFlo was founded in 2004 and is based in Kingston, London.

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Buyer(S) 1

Buyer

The Carlyle Group

Washington, District of Columbia, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1987
PE ASSETS 435.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION
Carlyle's corporate headquarters on Pennsylvania Ave. in Washington, DC.
Carlyle's corporate headquarters on Pennsylvania Ave. in Washington, DC.

The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.


DEAL STATS #
Overall 749 of 750
Sector: Software M&A 57 of 57
Type: Divestiture M&A Deals 74 of 74
Country: United Kingdom M&A 53 of 53
Year: 2025 M&A 3 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-08-13 HSO

Amsterdam, Netherlands

HSO is a technology and professional services company, delivering successful business transformation using Microsoft cloud business applications, data, and analytics to improve the results of our customers. HSO is based in Amsterdam, Netherlands.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-10-06 Sterling

East York, Ontario, Canada

Sterling provides a comprehensive suite of group benefits solutions to Canadian and multinational corporations through its proprietary tech platform, which integrates with HRIS and payroll systems to seamlessly connect employers and insurance carriers. Its differentiated model combines high-touch client service with tech-enabled benefits administration capabilities, simplifying plan management and expanding access to insurance products from top Canadian carriers. Sterling was formed in 2014 and is based in East York, Ontario.

Buy -

Seller(S) 1

SELLER

Invesco

Atlanta, Georgia, United States

Category Company
Founded 1935
Sector Financial Services
Employees8,527
Revenue 5.7B USD (2023)
DESCRIPTION
Invesco's corporate headquarters in Atlanta, Georgia.
Invesco's corporate headquarters in Atlanta, Georgia.

Invesco is an independent global investment manager. Invesco provides a comprehensive range of investment solutions to clients and has a significant presence in the institutional and retail markets within the investment management industry in North America, UK, Europe and Asia-Pacific. Invesco was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.


DEAL STATS #
Overall 1 of 1
Sector: Software M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
Country: United Kingdom M&A 1 of 1
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-01-12 Jemstep

Los Altos, California, United States

Jemstep, Inc. is a market-leading provider of financial advisor-focused digital solutions.

Buy -