April 2017

Market Sector: FinTech


Transaction Summary: Advised StatPro, the AIM listed provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, in its acquisition of UBS Delta, a risk and performance analytics service.


December 2016

Market Sector: FinTech


Transaction Summary: Advised CYMBA Technologies, a supplier of business solutions for Asset Management, Multi-Manager, Hedge Funds, Family Office and Brokerage institutions, in its sale to FactSet Research Systems, a leading technology company and provider of integrated financial information and analytical applications.


October 2016

Market Sector: FinTech


Transaction Summary: Advised Media24, a Naspers Company, in the sale of its INET BFA financial data business to IRESS a principal supplier of financial markets, wealth management and mortgage systems in Australia, New Zealand, the UK, Asia, Canada and South Africa


October 2016

Market Sector: FinTech


Transaction Summary: Advised Trucost Plc, a leading provider of environmental data to investors, companies and governments, in the sale of a controlling stake to S&P Dow Jones Indices, one of the world's leading index providers


January 2016

Market Sector: FinTech


Transaction Summary: Advised Brady, the leading global provider of trading, processing and risk management solutions for metals, recycling, energy and soft commodities, in its acquisition of energycredit (from Temenos), a provider with specialized domain expertise in credit risk to the energy and commodity markets.


September 2015

Market Sector: FinTech


Transaction Summary: Advised Pulse Software Systems, a leading provider of portfolio management software for the private client asset management market, in its sale to IRESS, a principal supplier of financial markets, wealth management and mortgage systems in Australia, New Zealand, the UK, Asia, Canada and South Africa.


September 2015

Market Sector: FinTech


Transaction Summary: Advised Lyceum, who partners with entrepreneurial management teams and unlocks growth potential by providing capital, operations and development support and help with targeted acquisitions, in the management buyout of Style Research, a leading independent international provider of global investment research and portfolio analysis applications.


September 2015

Market Sector: FinTech


Transaction Summary: Advised Brady, the leading global provider of trading, processing and risk management solutions for metals, recycling, energy and soft commodities, in its acquisition of the ScrapRunner business, leading provider of dispatch systems designed specifically for the scrap metal and recycling industry.


April 2015

Market Sector: Business Services


Transaction Summary: Advised SearchConsult, a leading specialist executive search firm in the technology sector, in its sale to Allgeier, a market-leading German IT services firm.


January 2015

Market Sector: FinTech


Transaction Summary: Advised Crealogix, an independent Swiss software house and the market leader for Digital Banking in Switzerland, in its acquisition of MBA Systems, a UK-based leading supplier of innovative web-based solutions and services to the securities and wealth management industries.


December 2014

Market Sector: FinTech


Transaction Summary: Advised Confluence Technologies, a global leader in investment data management automation, in its acquisition of Orfival, a Belgium-based leading provider of performance attribution, risk analysis and analytics solutions.


December 2014

Market Sector: Business Services


Transaction Summary: Advised Hays Plc on its U.S. platform acquisition of Veredus, a market-leading IT staffing provider in the Southeastern U.S.


June 2014

Market Sector: Mobile


Transaction Summary: Advised InternetQ plc a leading global provider of Mobile, Social and App-driven marketing solutions that effectively leverage the massive adoption of connected devices, in its acquisition of UP-Mobile, one of Mexico's leading mobile service providers.


January 2014

Market Sector: Mobile


Transaction Summary: Advised InternetQ plc a leading global provider of Mobile, Social and App-driven marketing solutions that effectively leverage the massive adoption of connected devices, in its acquisition of Interacel, one of Latin America's fastest growing mobile service providers.


September 2013

Market Sector: FinTech


Transaction Summary: Advised Confluence, the industry's leading provider of data management solutions, in its acquisition of Data Agent, a leading provider of alternative investment industry data management and reporting solutions.


July 2013

Market Sector: Mobile


Transaction Summary: Advised Atlas Germany, a leader in access, billing and digital content distribution, in its sale to InternetQ plc is one of the world's most successful mobile, social & app based service providers.


February 2013

Market Sector: FinTech


Transaction Summary: Advised Carlyle, a global alternative asset manager, in its acquisition of vwd a full-service provider of market data and innovative applications for private and retail banking, and asset and wealth management.


November 2012

Market Sector: FinTech


Transaction Summary: Advised Brady plc, a leading provider of trading, risk management and settlement solutions to the energy, metals and soft commodities sectors, in its acquisition of Systems Alternatives International LLC a leading solution provider to the metal recycling markets.


July 2012

Market Sector: Business Intelligence


Transaction Summary: Advised Blueprint, a leading UK partner for SAP BusinessObjects, in its sale to itelligence AG, a leading European SAP partner in the business analytics sector.


February 2012

Market Sector: FinTech


Transaction Summary: Advised Brady plc, a leading global provider of trading and risk management software to the worldwide commodity markets, in its acquisition of Navita Systems AS a leading provider of systems to the energy markets, focusing on physical power and carbon emission trading.


February 2012

Market Sector: FinTech


Transaction Summary: Advised Brady plc, a leading global provider of trading and risk management software to the worldwide commodity markets, in its acquisition of Syseca AG a provider of logistics software for the electricity markets with most major European Transmission System Operators (TSO's).


February 2012

Market Sector: Business Services


Transaction Summary: Advised Carmichael Fisher, a leading executive search firm in the Middle East and its sister company, Taheed, an Recruitment Process Outsourcing (RPO) provider, in its sale to Ochre House, a UK-based RPO firm


January 2012

Market Sector: FinTech


Transaction Summary: Advised Swissrisk, a European banking software specialist, in the sale of a majority stake to Dion Global Solutions, a leading provider of solutions to financial markets worldwide.


October 2011

Market Sector: Workforce Management


Transaction Summary: Advised Open Wave, a leading provider of WFM software for Contact Centers, in the sale to Noble Systems, a leading provider of Contact Center solutions.


August 2011

Market Sector: FinTech


Transaction Summary: Advised Spread Intelligence, in the sale of its award winning Spread Trading technology platform to FFastFill.


July 2011

Market Sector: FinTech


Transaction Summary: Initiated the process assisting vwd group, a leading provider of financial-market information in German-speaking countries in its recently announced agreement to become an outsourcing partner for the financial-information business in Italy run by Il Sole 24 Ore S.p.A.


June 2011

Market Sector: FinTech


Transaction Summary: Advised Financial Software Systems Inc., a leading provider of portfolio management software for international financial institutions, in the acquisition of TAS, a leading provider of treasury and risk management software and services in Mexico.


November 2010

Market Sector: FinTech


Transaction Summary: Advised Brady plc, a leading global provider of trading and risk management software to the worldwide commodity markets, in its acquisition of Viz Risk Management a leading provider of ETRM software primarily to electricity, gas, coal and emission markets.


March 2010

Market Sector: FinTech


Transaction Summary: Advised Brady plc, a leading global provider of trading, risk management and settlement solutions to the metals and commodities sectors, in its acquisition of the commodities business of Viveo Switzerland a part of Temenos providing software for trading of soft commodities, oil, gas, and metals


November 2009

Market Sector: Content Management


Transaction Summary: Advised Microgen plc, a leading provider of enterprise class solutions and products, in the sale of its Billing Services Division (BSD) to Swiss Post Solutions.


October 2009

Market Sector: Content Management


Transaction Summary: Advised Anacomp, Inc., a business process solutions company, in the sale of its French document solutions subsidiary to TechTrek UK Limited


September 2009

Market Sector: FinTech


Transaction Summary: Advised Financial Software Systems Inc., a leading provider of portfolio management software for international financial institutions, in the acquisition of Spot Systems, a leading provider of FX management software and services


April 2009

Market Sector: Telecom Services


Transaction Summary: Advised Daycom Systems, Inc., a premier telecom services provider, in its sale to Carousel Industries, Inc.


April 2009

Market Sector: Content Management


Transaction Summary: Advised Anacomp, Inc., a business process solutions company, in the sale of its UK-based document solutions subsidiary to Formscan Limited


February 2009

Market Sector: Content Management


Transaction Summary: Advised Anacomp, Inc., a leading business process solutions company, in the sale of its Anacomp Italia Srl document solutions subsidiary to IDM Srl


January 2009

Market Sector: FinTech


Transaction Summary: Advised Brady plc, a leading global provider of trading, risk management and settlement solutions to the metals and commodities sectors, in its acquisition of Comsoft, a UK-based provider of software for risk management and administration of concentrates to the metals market


October 2008

Market Sector: FinTech


Transaction Summary: Advised Princeton FinancialĀ® Systems, a leading provider of portfolio management & accounting solutions, in its acquisition of Aquin Components, based in Germany and one of Europe's leading software providers for international asset management and the fund industry and market leader in investment compliance


August 2008

Market Sector: Internet Presence Management


Transaction Summary: Advised Red Door, a US-based leader in comprehensive online presence, in its acquisition of Breckenridge Communications


August 2008

Market Sector: Content Management


Transaction Summary: Advised ECP, a systems integrator focused on the delivery of enterprise content management and business process management solutions on its acquisition by Cambridge Systems


April 2008

Market Sector: GIS


Transaction Summary: Advised shareholder of Dotted Eyes, a digital mapping & GIS solutions provider, in the completion of a management buy-in


February 2008

Market Sector: FinTech


Transaction Summary: Advised Statpro, a leading provider of portfolio analytics solutions for the global asset management industry, on its acquisition of Performa Consultants UK Limited, a supplier of software solutions to asset managers for complying with Global Investment Performance Standards (GIPSĀ®)


August 2007

Market Sector: FinTech


Transaction Summary: Advised Statpro, a leading provider of portfolio analytics solutions for the global asset management industry, on its divestiture of the FRI Real Time Data Business to Tenfore Systems


May 2007

Market Sector: FinTech


Transaction Summary: Advised CafIT, a provider of Fixed Income, Derivatives and Balanced Fund software, in its acquisition by Odyssey


October 2006

Market Sector: FinTech


Transaction Summary: Advised Statpro, a leading provider of portfolio analytics solutions for the global asset management industry, on its acquisition of FRI Corp, a investment management solutions company based in Canada


June 2006

Market Sector: Digital Marketing


Transaction Summary: Advised BDR, a provider of electronic marketing solutions for customer acquisition, retention and loyalty, in its sale to Grass Roots


April 2006

Market Sector: FinTech


Transaction Summary: Advised Statpro, a leading provider of portfolio analytics solutions for the global asset management industry, on its acquisition of ALPHAI, an Australian provider of performance measurement software solutions


April 2006

Market Sector: HR Solutions


Transaction Summary: Advised Lansdowne, a provider of innovative recruitment solutions and services, in its sale to ARINSO


January 2006

Market Sector: FinTech


Transaction Summary: Advised TLC, a UK-based risk management software business, in its sale to Swiss public company TEMENOS


February 2005

Market Sector: HR Solutions


Transaction Summary: Advised TRB, a UK-based recruitment business providing creative and design related staff on both a permanent and contract basis, in its sale to Empresaria Group plc


December 2004

Market Sector: Content Management


Transaction Summary: Advised Danka, a technical and professional services provider, in its acquisition of Image One


July 2004

Market Sector: Web Solutions


Transaction Summary: Advised Salmon, a leading UK-based IT services provider focused on enterprise class web-based applications and services, in its sale to US public company Novell


May 2004

Market Sector: Content Management


Transaction Summary: Advised Melstar Limited, on the sale of its Business Solutions unit delivering document management and process related solutions, to IconMedialab/Lost Boys Group (LBI)


February 2004

Market Sector: Internet Presence Management


Transaction Summary: Advised Red Door, a US-based emerging leader in comprehensive online presence, in its acquisition of web development business, Avencom


March 2003

Market Sector: Electronics


Transaction Summary: Advised Bel Fuse, a US-based producer of electronic components for the global market, on its acquisition of the Passive Components business from Insilco