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).
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