Investment Summary

Vista Equity Partners, Edison Partners and K1 Investment Management Invest In Comply

On August 23, 2018, private equity firm Vista Equity Partners, growth capital firm Edison Partners and growth capital firm K1 Investment Management invested in software company Comply

Investment Highlights
  • This is Vista Equity Partners’ 35th, Edison Partners’ 7th and K1 Investment Management’s 6th transaction in the Software sector.
  • This is Vista Equity Partners’ 87th, Edison Partners’ 22nd and K1 Investment Management’s 14th transaction in the United States.
  • This is Vista Equity Partners’ 8th, Edison Partners’ 7th and K1 Investment Management’s 1st transaction in New York.

Investment Summary

Date 2018-08-23
Target Comply
Sector Software
Investor(s) Vista Equity Partners
Edison Partners
K1 Investment Management
Deal Type Growth Capital
Advisor(s) Pillsbury Winthrop Shaw Pittman (Legal)

Target

Comply

New York, New York, United States
Comply is a provider of technology solutions that help compliance organizations identify, monitor, manage and report on conflicts of interest arising from employee activities, including personal trading, gifts and entertainment, political contributions, outside business affiliations, and other code of ethics violations. Comply was founded in 2003 and is based in New York City.

Search 201,157 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Investor(S) 3

Investor

Vista Equity Partners

Austin, Texas, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 2000
PE ASSETS 100.0B USD
Size Mega
Type Sector Focused
DESCRIPTION
Entrance to Frost Bank Tower, Vista Equity's main office in Austin, Texas.
Entrance to Frost Bank Tower, Vista Equity's main office in Austin, Texas.

Vista Equity Partners is a mega-sized asset management firm focused on private equity, public equity, credit, and other strategies. The Firm's private equity group looks to invest in and acquire software and technology enabled services companies. Specific areas of interest include software, software-as-a-service (SaaS), technology-enabled business services, and technology-enabled information services. Vista can commit up to $700 million per transaction and will consider a variety transaction situations, including management/leveraged buyouts, growth or acquisition financings, recapitalizations or restructurings, spinouts, and take privates. Vista Equity Partners was formed in 2000 and is based in Austin, Texas.


DEAL STATS #
Overall 95 of 149
Sector (Software) 35 of 59
Type (Growth Capital) 12 of 31
State (New York) 8 of 12
Country (United States) 87 of 137
Year (2018) 8 of 16
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-08-15 iCIMS

Holmdel, New Jersey, United States

iCIMS is a provider of cloud-based talent acquisition software to enable enterprises to attract, engage, hire and advance the best talent to build a diverse, winning workforce. iCIMS was formed in 1999 and is based in Holmdel, New Jersey.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-09-07 Sonatype

Fulton, Maryland, United States

Sonatype is a provider of DevOps-native tools to automate modern software supply chains. Sonatype’s Nexus platform combines in-depth component intelligence with real-time remediation guidance to automate and scale open source governance across every stage of the modern DevOps pipeline. Sonatype was founded in 2008 and is based in Fulton, Maryland.

Buy -
Investor

Edison Partners

Investor Investor Investor Investor Investor


Category Growth Capital Firm
Founded 1986
PE ASSETS 1.6B USD
Size Large
Type Sector Focused
DESCRIPTION


DEAL STATS #
Overall 23 of 59
Sector (Software) 7 of 13
Type (Growth Capital) 11 of 38
State (New York) 7 of 15
Country (United States) 22 of 55
Year (2018) 4 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-07-19 Giant Oak

Arlington, Virginia, United States

Giant Oak is a data analytics software company led by behavioral scientists and software engineers who are experts in search technologies, people screening, and national security. Giant Oak offers its customers unique threat protection using artificial intelligence and machine learning to support data analysis. Giant Oak was founded in 2013 and is based in Arlington, Virginia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-12-19 ExecVision

Arlington, Virginia, United States

ExecVision is a conversation intelligence platform built on a simple, almost inarguable premise: ExecVision analyzes existing call recordings by leveraging AI to unlock key insights, flag coachable moments, interpret emotion, and compare outcomes. This provides managers with insights into what is and isn’t working on every call, and what differentiates top performers from everyone else. ExecVision was founded in 2012 and is based in Arlington, Virginia.

Buy -
DESCRIPTION

K1 Investment Management, LLC is a West Coast US-based private equity firm investing in high-growth private companies across North America. The Firm has a special interest in enterprise software companies and looks to provide meaningful strategic and operational guidance when working with portfolio companies. K1 Investment Management was established in 2011 and is headquartered in El Segundo, California.


DEAL STATS #
Overall 16 of 50
Sector (Software) 6 of 25
Type (Growth Capital) 8 of 24
State (New York) 1 of 3
Country (United States) 14 of 35
Year (2018) 3 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-07-24 RFPIO

Beaverton, Oregon, United States

RFPIO is a cloud-based RFP (Request for Proposal) response software that is changing the way organizations fulfill business proposals including RFx (RFP, RFI, etc.), security questionnaires, and statements of work (SOW). The mission-critical, easy-to-use, and feature-rich software optimizes the proposal response process through collaboration, centralized content, technology integrations, and reporting. RFPIO was founded in 2015 and is based in Beaverton, Oregon.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-09-04 Apttus

San Mateo, California, United States

Apttus is a global provider of the Intelligent Middle Office platform allowing enterprises to automate and optimize their most critical revenue and commercial relationship management processes. Apttus is powered by the Apttus Intelligent Cloud, a hybrid-cloud platform utilizing the most advanced technologies from Salesforce, Microsoft and IBM. Analysts rank Apttus as the global gold standard for Quote-to-Cash (QTC) and Contract Lifecycle Management (CLM) solutions. Apttus’ innovations include Max, the company’s Applied Artificial Intelligence that enables enterprises to achieve superior business outcomes. Apttus partners with a world-class ecosystem. Apttus was founded in 2006 and is based in San Mateo, California.

Sell -