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).


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