Deal History

Exclusive financial advisor to Accela on the sale of Springbrook Software, a leading municipal government software platform for public works, permitting, and asset management.

Exclusive sell-side advisor on the sale of MicroPact, a leading federal IT management and operations software company, to Tyler Technologies for $185M. MicroPact serves federal government agencies with mission-critical systems.

Advisory work on the acquisition of K2, a business process management and low-code automation platform, by Nintex. K2 is a leading process automation and workflow management solution.

Financial advisor to Vista Equity Partners on $100M+ strategic growth investment in BigTime Software, professional services automation and time tracking software. BigTime serves professional services firms (law, consulting, accounting).

Exclusive financial advisor to Winshuttle on acquisition by Precisely. Winshuttle is enterprise integration and data management software for complex business systems like SAP. Clearlake Capital and TA Associates backed the acquirer.

Joint financial advisor (with Lazard) to Vendavo on strategic investment from Accel-KKR. Vendavo is a cloud-based revenue optimization and pricing software platform serving enterprise customers.

Financial advisor to Insurity on investment from Genstar Capital. Insurity is insurance software provider serving the P&C and life insurance industries with digital transformation solutions.

Financial advisor to Comply365, compliance and regulatory software platform, on acquisition by Liberty Hall Capital Partners.

Financial advisor on the sale of Zemax, a global leader in optical and illumination design software, to EQT from Arlington Capital Partners. Zemax is a specialized vertical software platform for optical engineering.

Financial advisor to Global 360 on acquisition by OpenText. Global 360 is enterprise content management and business process management software.