The financial technology sector includes mortgage and real estate technology, payments, capital markets, banking, lending, and many other related financial services companies.

Berkery Noyes Represents Telelanguage in its Acquisition by Propio Language Services

August 4, 2022
Synopsis:
Propio Language Services a technology-enabled interpreting and translation service provider, announced the acquisition of Telelanguage, a Portland-based enterprise language service provider specializing in remote interpreting.
Telelanguage is a Portland-based enterprise language service provider specializing in remote interpreting. Founded in 1991, Telelanguage has a history of providing high-quality remote interpretation services for over 350 languages.
Buyer Parent: TT Capital Partners
Founded in 1998, Propio Language Services is an industry leader in over-the-phone interpretation, video remote interpretation, in-person interpretation, and document translation services.

Inco-Check, LLC Acquired by Narrow Gauge Capital

May 19, 2022
Synopsis:
Narrow Gauge Capital, a private equity firm, has completed the acquisition of a majority interest in Inco-Check, a provider of software and end-to-end quality control, specialty audit, compliance, and reporting services for mortgage and consumer lenders and servicers.
Inco-Check is a provider of software and end-to-end quality control, specialty audit, compliance, and reporting services for mortgage and consumer lenders and servicers. IC leverages QC Ally, its proprietary, web-based platform to support all GSE, regulatory agency, and investor requirements.
Narrow Gauge Capital, based in Boston, is a private equity firm controlled by Adam Doctoroff and Travis Metz. NGC pursues buyouts and recapitalizations in growth-oriented businesses with strong management teams.

StoicLane Acquires Lender’s Valuation Services

October 20, 2021
Synopsis:
StoicLane, a long-term growth platform making investments in the Finance, Insurance & Real Estate (“FIRE”) verticals, has closed on a majority stake in appraisal management company Lender’s Valuation Services (“LVS”). LVS delivers appraisal management services to lenders, banks, mortgage brokers, credit unions, and financial institutions.
Lender’s Valuation Services (LVS) is a national appraisal management company delivering industry leading appraisal management services to lenders, banks, mortgage brokers, credit unions, and financial institutions. Founded in 2014, LVS is headquartered in California.
StoicLane is a Chicago-based long-term growth platform making controlling and strategic minority investments in the Finance, Insurance & Real Estate (“FIRE”) verticals. The firm works closely with its portfolio companies by harnessing the power of data and technology.

Gridiron Capital Announces Class Valuation’s Acquisition of Pendo Management, LLC

September 8, 2021
Synopsis:
Gridiron Capital, LLC, an investment firm, is pleased to announce that one of its portfolio companies, Class Valuation, has acquired Pendo Management, LLC. Based in Kansas City, Missouri, Pendo offers a differentiated appraisal process with dedicated client success teams, automated workflows and experienced appraisers in unique coverage markets.
Pendo Management, LLC is a nationwide, technology-enabled appraisal management company serving the residential mortgage industry. The Company’s solutions assist residential mortgage lenders in managing the process of procuring property valuations required for the origination of mortgage loans.
Headquartered in Troy, Michigan, Class Valuation is a leading nationwide appraisal management company. The Company's proprietary technology enhances every aspect of the home valuation process and leverages advanced analytics and data to assess appraisal accuracy and regulatory compliance.

Gridiron Capital Announces Class Valuation’s Acquisition of Synergy Appraisal Services

July 20, 2021
Synopsis:
Class Valuation, a leading appraisal management company in the US, has acquired Synergy Appraisal Services, an appraisal management company providing valuation services for residential and commercial lenders. Synergy offers an array of residential valuations services for first and second mortgage production, forensic review, litigation, and more.
Synergy Appraisal Services is an appraisal management company providing high quality valuation services for residential and commercial lenders. Synergy offers an array of residential valuations services for first and second mortgage production, forensic review, litigation, loan QC, and more.
Headquartered in Troy, Michigan, Class Valuation is a leading nationwide appraisal management company. The Company's proprietary technology enhances every aspect of the home valuation process and leverages advanced analytics and data to assess appraisal accuracy and regulatory compliance.

ATTOM Acquires GeoData Plus, Continuing Its Mission To Increase Real Estate Transparency

July 7, 2021
Synopsis:
ATTOM, curator of the nation's premier property database, announced it has acquired GeoData Plus, the leading application for in-depth property research, valuation, and prospecting tools. GeoData's clients are appraisers, real estate agents, investors, mortgage companies and tax reduction professionals.
GeoData Plus is a data source used by thousands of real estate professionals throughout the states of New York and New Jersey. GeoData's clients are appraisers, real estate agents, investors, mortgage companies and tax reduction professionals.
ATTOM Data Solutions provides premium property data to power products that improve transparency, innovation, efficiency, and disruption in a data-driven economy. The ATTOM Data Warehouse fuels innovation in many industries through flexible data delivery solutions.

Broadridge Acquires Innovative Compliance and Surveillance Solution for Broker-Dealers

July 1, 2021
Synopsis:
Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired the cloud-based Execution Compliance and Surveillance Service (ECS) assets from Jordan & Jordan. The solution provides a combination of surveillance and regulatory reporting as well as compliance consulting capabilities for US regulations.  
The cloud-based Execution Compliance and Surveillance Service (ECS) assets from Jordan & Jordan provide a combination of surveillance and regulatory reporting as well as compliance consulting capabilities for US regulations.
Broadridge Financial Solutions, a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives.

Berkery Noyes Represents Electra Information Systems in its Acquisition by Gresham Technologies

June 22, 2021
Synopsis:
Gresham Technologies plc specializes in providing real-time solutions for data integrity and control, banking integration, and payments and cash management, has announced its agreement to acquire post-trade automation specialists, Electra Information Systems, Inc.
Electra provides post-trade operations workflow solutions and data services for reconciliation, trade matching, settlement and fee billing to global institutional buy-side firms. Firms can quickly scale to business demands and gain value from their patented technology across the post-trade process.
Gresham Technologies plc is a leading software and services company that specializes in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing.

Gridiron Capital Partners Acquires Class Valuation

April 8, 2021
Synopsis:
Gridiron Capital, LLC, an investment firm focused on partnering with founders, entrepreneurs, and management teams, announced it has acquired Class Valuation, a leading, technology-enabled appraisal management company ("AMC") focused on providing regulatory-compliant appraisals to the nation's largest mortgage lenders and originators.
Seller Parent: Narrow Gauge Capital
Headquartered in Troy, Michigan, Class Valuation is a leading nationwide appraisal management company. The Company's proprietary technology enhances every aspect of the home valuation process and leverages advanced analytics and data to assess appraisal accuracy and regulatory compliance.
Gridiron Capital is an investment firm focused on partnering with founders, entrepreneurs, and management teams, and creating value by building middle-market companies into industry-leaders in branded consumer, B2B and B2C services, and niche industrial segments in the United States and Canada.

TRG Screen Announces Acquisition of Jordan & Jordan’s Market Data Reporting (MDR) Business

March 4, 2021
Synopsis:
TRG Screen, the leading provider of enterprise subscription spend management solutions, announced it has acquired the Market Data Reporting (MDR) business from Jordan & Jordan (J&J). Market Data Reporting is a managed services solution focused on providing reporting and related services to ensure compliance with licensing policies.
Market Data Reporting from J&J (Jordan & Jordan) is a managed services solution focused on providing reporting and related services to ensure compliance with licensing, provisioning, distribution and reporting policies.
Buyer Parent: Pamlico Capital
TRG Screen is the leading provider of enterprise subscription management solutions. TRG Screen is uniquely differentiated by its ability to monitor both spend and usage of data and information services including market data, research, software licenses, consulting and other corporate expenses.

SitusAMC Expands Warehouse Lending Offering with Acquisition of Street Resource Group

February 23, 2021
Synopsis:
SitusAMC, a prominent provider of technology and services to the real estate finance industry, has acquired Street Resource Group, Inc. (SRG) and its widely utilized Warehouse Loan System (WLS). SRG is the leading technology provider to the warehouse lending sector, supporting more than 1,500 independent mortgage originators.
Street Resource Group is the leading technology provider to the Mortgage Banker Finance ("Warehouse Lending") space. The flagship Warehouse Loan System ("WLS") technology is a trusted solution for lenders small-and-large and has been servicing the warehouse lending space for more than 25 years.
Buyer Parent: Stone Point Capital
Buyer: SitusAMC
SitusAMC is the leading independent provider of technology, strategic outsourcing, talent, and advisory solutions to the commercial and residential real estate finance industries. The company helps clients realize opportunities in their real estate businesses through industry-leading services.

Berkery Noyes Represents Networld Media Group in its Divestiture of Mobile Payments Today to Industry Dive

February 3, 2021
Synopsis:
Industry Dive, a leader in business journalism, announced its acquisition of Mobile Payments Today, an information resource focusing on mobile payments projects and technology.  The addition of the Mobile Payments Today to Industry Dive’s growing media portfolio furthers the company’s offering to a new cross-section of business leaders.
Seller Parent: Networld Media Group
Mobile Payments Today is a premier news and information site dedicated exclusively to the fast-growing mobile payments market. They cover topics like banking, retail, restaurants, remittance, apps, online gaming and mobile POS.
Buyer Parent: Falfurrias Capital
Industry Dive is a leading business journalism company. More than 11 million decision-makers across 21 competitive industries rely on its exclusive insight and analysis delivered through 22 publications. Industry Dive has continued growth since its founding in 2012.

Berkery Noyes Represents Universal Credit Services in its Merger with CIS Credit Solutions

October 28, 2020
Synopsis:
Universal Credit Services, and CIS Credit Solutions (“CIS”), both technology and credit solutions providers to the mortgage industry, have merged. Universal Credit Services has grown to be one of the largest national providers of mortgage services, tenant screening, technology, tri-merge credit reports and related originations products.
Universal Credit Services has grown to be one of the largest national providers of mortgage services, tenant screening, technology, tri-merge credit reports and related originations products by consistently providing the industry’s top customer services.
CIS Credit Solutions has been a leader in the mortgage solutions and credit industry for over 35 years. CIS provides fully integrated solutions for mortgage lenders, including Tri-merge Credit Reports, Fraud Prevention, 4506T/Tax Return Verifications. Employment Screening. and more.

Stewart Expands Property Valuation Solutions Through Acquisition of Pro Teck Valuation Intelligence

October 22, 2020
Synopsis:
Stewart announced its acquisition of Pro Teck Valuation Intelligence, strengthening and expanding its scale in appraisal and valuation solutions. Pro Teck is an industry leader in property valuation services, including their proprietary technology Valuation Intelligence, a cloud-based fulfillment platform.
Pro Teck is a residential real estate platform providing a single source of property valuations for mortgage originators, servicers and investors. Pro Teck delivers a comprehensive suite of products including appraisals, BPOs, desktop reviews, AVMs, data/analytics and hybrid solutions.
Stewart is a global real estate services company, offering products and services through their direct operations, network of Stewart Trusted Providers™ and family of companies. They offer the comprehensive service, deep expertise and solutions our customers need for any real estate transaction.

SitusAMC Adds ComplianceEase Software to Growing Technology Portfolio

September 15, 2020
Synopsis:
SitusAMC Holdings Corp., a prominent provider of services and technologies to the real estate finance industry, has acquired LogicEase Solutions Inc., the parent company of leading residential regulatory compliance technology provider ComplianceEase®. The acquisition adds industry-leading automated compliance software ComplianceAnalyzer to SitusAMC
Founded in 2001 and headquartered in Silicon Valley, ComplianceEase is the mortgage industry's leading provider of compliance software solutions supporting mortgage originators, capital and secondary market participants, and regulators.
Buyer: SitusAMC
SitusAMC is the leading independent provider of advisory, strategic outsourcing, talent and technology solutions to the commercial and residential real estate finance industry. They help clients realize opportunities in their real estate businesses through industry-leading services.

Stewart Information Services Enhances Digital Mortgage Fulfillment Capabilities Through United States Appraisals Acquisition

June 4, 2020
Synopsis:
Stewart Information Services Corporation announced its acquisition of United States Appraisals, a move that strengthens Stewart’s digital real estate services offering in appraisal and valuation management. United States Appraisals has provided innovative residential appraisal management solutions for over a decade.
United States Appraisals has provided innovative residential appraisal management solutions for over a decade. Under the leadership of a management team with an unmatched 120 years of combined experience, they deliver much-needed confidence for their clients.
Stewart Information Services Corporation is a global real estate services company, offering products and services from residential and commercial title insurance and closing and settlement services to specialized offerings for the mortgage industry,.

Corridor Capital and Nationwide Property & Appraisal Services complete the acquisition of Olde City Lending Solutions

February 12, 2020
Synopsis:
Nationwide Property & Appraisal Services LLC, a portfolio company of Corridor Capital, completed its acquisition of Olde City Lending Solutions LLC, in partnership with founders, Joe Cudwadie and Bill Donahue. Founded in 2008, Olde City is a leading appraisal management company, based in the Philadelphia suburb of Warminster, PA.
Olde City is a leading appraisal management company, based in the Philadelphia suburb of Warminster, PA. The company has built a strong reputation and leading market position within the tri-state region, serving the region’s best banks and credit unions.
Nationwide Property & Appraisal Services, LLC, the 1st Appraisal Management Company to be licensed in the United States, is an award winning full service Appraisal Management Company, licensed, bonded and insured to conduct business nationwide.

Berkery Noyes Advises OpenConnect in its Sale to ActiveOps

August 1, 2019
Synopsis:
UK headquartered ActiveOps Ltd, a leader in digital operations management solutions has acquired OpenConnect Inc, headquartered in Dallas, Texas. OpenConnect is the leader in process intelligence and workforce analytics solutions that automatically discover, automate, and improve service processes and optimize workforce productivity.
OpenConnect is the leader in process intelligence and workforce analytics solutions that automatically discover, automate, and improve service processes and optimize workforce productivity. OpenConnect enables clients to more quickly address and adapt to operational and competitive challenges.
ActiveOps is a leading provider of digital operations management solutions to financial services, shared services, BPOs, government, healthcare and other service industries. Their cloud-based solutions are proven to optimise operations, reduce costs, and improve service delivery.

New Capital Partners Invests in ARMCO

July 22, 2019
Synopsis:
New Capital Partners (NCP), a private equity firm in Birmingham, Ala., has partnered with Pompano Beach, Fla.-based ACES Risk Management Corp. (ARMCO), the leader in web-based quality assurance software for the financial services industry. ARMCO provides range of mortgage quality control, compliance and transaction risk management technologies.
Seller: ARMCO
Over half of the top 20 mortgage lenders in the U.S. choose ACES Risk Management (ARMCO) as their provider for transaction risk management software. ARMCO’s product line includes loan quality enterprise software, services, data and analytics.
New Capital Partners (NCP) is a private equity firm comprised of former operators headquartered in Birmingham, Ala. NCP makes investments in niche, tech-enabled services companies in the healthcare, financial and business services industries.

Berkery Noyes Advises Guideline Real Estate Services in its Acquisition by Nationwide Property & Appraisal Services

March 29, 2019
Synopsis:
Nationwide Property & Appraisal Services LLC, a portfolio company of Corridor Capital, has acquired appraisal management company (“AMC”) Guideline Real Estate Services, LLC. Guideline, based in Chaska, MN, is a leading regional AMC with a strong reputation and presence in the retail channel, serving banks and credit unions in the North-Central U.S.
Guideline Real Estate Services, LLC, founded in 2009 and based in Chaska, MN, is a leading regional appraisal management company (AMC) with a strong reputation and presence in the retail channel, principally serving bank and credit union customers in the North-Central U.S.
Nationwide Property & Appraisal Services, LLC, the 1st Appraisal Management Company to be licensed in the United States, is an award winning full service Appraisal Management Company, licensed, bonded and insured to conduct business nationwide.

Corridor Capital Invests in Retirement Planning and Financial Education and Marketing Services Platform

January 25, 2019
Synopsis:
Corridor Capital announced an investment in FMT Solutions designed to support the Company’s expansion. FMT is an Oregon based provider of integrated educational content and tech-enabled marketing services principally for the retirement planning and wealth management services market.
FMT is an Oregon based provider of integrated educational content and tech-enabled marketing services principally for the retirement planning and wealth management services market. FMT offers a suite of retirement planning and wealth management communication services and financial education courses.
Corridor Capital is an actively engaged lower middle market private equity partner. Their seasoned investment team and dedicated in-house operations team provide an exceptional level of support for their portfolio companies across strategy, operations and finance.

Class Valuation Acquires Landmark Network, Expanding Capability and Footprint

December 18, 2018
Synopsis:
Class Valuation, one of the largest nationwide providers of real estate asset valuation and appraisal management solutions to the residential mortgage industry, announced that the company has acquired Van Nuys, California-based Landmark Network, a leader in real estate valuation with a specialization in the reverse mortgage lending industry.
Van Nuys, CA-based Landmark Network is a leader in real estate valuation with a specialization in the reverse mortgage lending industry. Landmark Network also offers Landscape™, an appraisal management cloudware built from the ground up by an appraisal management company.
Class Valuation, formerly Class Appraisal, is a top 10 nationwide Appraisal Management Company, delivering outstanding quality and service to each and every client. The company is committed to combining the best people, products, processes, and technology available to help lenders be successful.

Berkery Noyes Advises Independent Settlement Services in its Acquisition by Radian Group Inc.

November 21, 2018
Synopsis:
Radian Group Inc. has acquired Independent Settlement Services, a national appraisal and title management services company. Independent Settlement Services provides solutions in all 50 states, and offers proprietary disruptive technology through Vendor Information Bridge (VIBe™), a settlement services technology system.
Independent Settlement Services provides real estate information and valuation solutions in all 50 states, and offers proprietary disruptive technology through Vendor Information Bridge (VIBe™), a web-based, fully-integrated, real-time vendor management and settlement services technology system.
Headquartered in Philadelphia, Radian connects lenders, homebuyers, investors and loan servicers using a suite of private mortgage insurance and related risk management products and services.

Narrow Gauge Capital Acquires Class Appraisal

March 27, 2018
Synopsis:
Narrow Gauge Capital, a private equity firm based in Boston, has announced it has completed the acquisition of Class Appraisal, LLC, a leading nationwide provider of real estate asset valuation and appraisal management solutions to the residential mortgage industry.
Class Appraisal, based in Troy, Michigan, is one of the largest and fastest-growing appraisal management companies in the country. Class Appraisal has partnered with over 400 mortgage lenders and over 6,000 of the highest performing residential appraisers in the country.
Narrow Gauge Capital, based in Boston, is a private equity firm controlled by Adam Doctoroff and Travis Metz. NGC pursues buyouts and recapitalizations in growth-oriented businesses with strong management teams.

CSG Acquires Business Ink

March 5, 2018
Synopsis:
CSG has acquired Business Ink, a customer communications company based in Austin, Texas, further leveraging the scale of CSG’s current operations and expanding the company’s reach into new vertical markets. Business Ink uses innovative technology to produce sensitive and time-critical business communications.
Business Ink uses innovative technology to produce sensitive and time-critical business communications which are distributed both digitally and through the postal system. Business Ink serves state and local government, healthcare, professional business services, agencies, and financial services.
CSG simplifies the complexity of business transformation in the digital age for the most respected communications, media and entertainment service providers worldwide. CSG delivers revenue management, customer experience and digital monetization solutions for every stage of the customer lifecycle.

LoyaltyExpress Announces Investment from New Capital Partners to Accelerate Innovation and Growth

June 28, 2017
Synopsis:
LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, announced an investment from New Capital Partners (NCP), a private equity firm focused on financial and health care services.
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship solution, CustomerManager, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email and direct mail campaigns with a 360-degree view of a loan officer's customers.
New Capital Partners is focused on building great companies by investing in high-growth businesses and partnering with management teams in the healthcare, financial services, and business services industries. New Capital Partners is headquartered in Birmingham, AL and has an office in Dallas, TX.

L2 Capital Completes Third Add-On Acquisition For ReQuire Holdings Within 13 Months

May 17, 2017
Synopsis:
L2 Capital announced that its portfolio company, Require Holdings, LLC has acquired Service 1st Valuation and Settlement Services, Inc. Service 1st is a leading provider of valuation risk management services, including desk reviews, valuation risk analysis, field reviews and market data.
Service 1st Valuation & Settlement Services, Inc is a service company that provides appraisal management, alternative valuations, and title related services to an extensive and diverse client base. They have industry experience dating back to the inception of appraisal and title vendor management.
Buyer Parent: L2 Capital Partners
Require Holdings provides technology enabled real estate transaction services and solutions to the title and lending industries. Serving more than 1400 customers, and facilitating hundreds of thousands of transactions annually, the Require is client-focused and quality-driven.

The Colibri Group Announces Investment in Securities Training Corporation

July 20, 2016
Synopsis:
The Colibri Group, a leading provider of learning solutions to licensed professionals within the real estate, healthcare and personal care markets, is pleased to announce it has closed on an investment in Securities Training Corporation (“STC”), the market leader in securities training.
Founded on Wall Street in 1969, Securities Training Corporation (STC) has successfully helped over 1,000,000 candidates pass FINRA regulatory exams and launch their careers. STC has grown to become the leading provider of financial examination training.
The Colibri Group provides learning solutions to licensed professionals who strive to be among the best in their fields. Through four leading brands - McKissock, Real Estate Express, The Institute for Luxury Home Marketing, and Elite Professional Education.

HousingWire Announces Acquisition by Riomar Capital

May 4, 2016
Synopsis:
HousingWire, the nation’s leading source of news and information covering the U.S. residential housing finance marketplace, announced that Charlotte-based Riomar Capital has acquired the media platform. HousingWire currently hosts more than 3 million professional readers each year across its web, email and print-based channels.
HousingWire is by far the nation's most influential source of news and information for U.S. mortgage markets, boasting a readership that spans lending, servicing, investments and real estate market participants as well as financial market professionals.
Riomar Capital is an entrepreneurial investment firm formed to acquire, operate and grow one established private business in the media, finance and business services industries. Founded in 2014 by Clayton Collins, Riomar Capital is backed by an experienced group of entrepreneurs and investors.

Mortgage Contracting Services Expands Product Line with Acquisition of EPIC Real Estate Solutions

March 8, 2016
Synopsis:
Mortgage Contracting Services, LLC, (MCS) has acquired EPIC Real Estate Solutions. Epic Real Estate Solutions offers a variety of services including: AVM (automated valuation model), BPO (broker’s price opinion), Appraisal, Title Searches, ALTA Title Insurance, Closing Services and REO (real estate owned) Asset Management Services.
Epic Real Estate Solutions is a national vendor management company. They offer a variety of services including: AVM (automated valuation model), BPO ( broker's price opinion), Appraisal, Title Searches, ALTA Title Insurance, Closing Services and REO (real estate owned) Asset Management Services.
Mortgage Contracting Services (MCS) performs property inspections, property preservation, REO (real estate owned) property maintenance, valuations and other related services in all 50 states. MCS is trusted by some of the largest and most respected banks and mortgage servicers in the industry.

FTV Capital Leads Growth Equity Investment in True Potential

January 29, 2016
Synopsis:
True Potential LLP, the leading UK-based integrated investor and wealth management technology platform serving advisers and retail clients in the UK, announced it had sold a significant minority share of its group business to FTV Capital, its first institutional investor.
True Potential LLP is the leading UK-based integrated investor and wealth management technology platform serving advisers and retail clients in the UK.
FTV Capital is a growth equity investment firm that has raised over $1.8 billion since inception to invest in high-growth companies offering a range of innovative solutions in three sectors: enterprise solutions, financial services, and payments/transaction processing.

Berkery Noyes Represents SmartPros, Ltd. in its Sale to Kaplan, Inc.

December 22, 2015
Synopsis:
Kaplan, Inc., the global education services company and largest subsidiary of Graham Holdings, has completed its acquisition of SmartPros, Ltd., a leading provider of accredited professional education and training, primarily in accountancy.
Founded in 1981, SmartPros Ltd. is an industry leader in the field of accredited professional education and corporate training. Its products and services are primarily focused in the accredited professional areas of corporate accounting, financial management, public accounting, and more.
Kaplan, Inc., is a leading international provider of educational and career services for individuals, schools and businesses. Kaplan serves students of all ages through a wide array of offerings including higher education, test preparation, professional training and programs for kids and schools.

Chronos Solutions to Acquire Cutting Edge Mortgage Technology Company Cogent Road

December 15, 2015
Synopsis:
Chronos Solutions, a national real estate finance services provider, has acquired Cogent Road, a San Diego-based mortgage technology company. Cogent Road develops three core products for the mortgage origination market: Funding Suite, Tax Door and Roohmz.
Cogent Road, Inc. provides enterprise-wide Web based software applications for the mortgage industry. Its solutions are Funding Suite, an AVM management solution, AVAIL, assists mortgage originators, Roohmz Mortgage, a workflow automation solution, and Gravity, a mortgage industry CRM solution.
Chronos Solutions is a national technology enabled real estate finance services provider delivering elite mortgage and real estate services across the industry. Chronos offers customized transactional and business process management services to private sector and government clients.

Wilmington plc Acquisition of Financial Research Associates LLC

July 7, 2015
Synopsis:
Wilmington plc, the knowledge leader in Risk & Compliance, Finance, Legal, and Insight, announces the acquisition of the trading assets and assumption of certain liabilities of Financial Research Associates LLC, a leading US conference and networking provider of specialist events in healthcare and finance.
Financial Research Associates provides retail and institutional financial markets with crucial educational and networking opportunities. With 65+ years of conference experience, FRA has established itself as the leading provider of substantive, topical information for C-suite financial executives.
Wilmington plc is a dynamic and expanding group of companies providing information and training to professional business markets. Its businesses enable professionals and their organisations to perform better by providing quality, relevant and reliable information, education and knowledge.

Solidifi Acquires Southwest Financial Services Ltd., One Of The Largest Independent Providers Of Outsourced Services To Home Equity Lenders

May 4, 2015
Synopsis:
Solidifi, a leading independent provider of residential real estate appraisals and the service provider of choice for more than half of the top 100 lenders in the United States, is proud to announce the acquisition of Cincinnati-based Southwest Financial Services Ltd., a national, independent provider of outsourced services to home equity lenders.
Southwest Financial Services, Ltd. has been a trusted partner to many of the nation's largest lending institutions for more than 30 years. Their proven solutions and state-of-the-art technology combine to offer clients seamless and efficient title, flood determination and valuation services.
Buyer Parent: Real Matters
Buyer: Solidifi
Solidifi is a leading independent provider of residential real estate appraisals. The company has built a strong reputation and partnership with more than 25,000 appraisers. The company is the appraisal service provider of choice for more than half of the top 100 lenders in the U.S.

Telecom Expense Management Firm Asentinel Acquired by Marlin Equity Partners

January 12, 2015
Synopsis:
Asentinel, LLC, a leading provider of Telecom Expense Management (TEM) software and complementary services that help streamline and automate fixed and mobile telecom spend, has been acquired by Marlin Equity Partners, a global investment firm with over $3 billion of capital under management and a successful track record in the technology industry.
Asentinel, a leading provider of Telecom Expense Management (TEM) software, meets the needs of customers by providing telecommunications lifecycle management solutions and services that are delivered through a customer-focused, technology-driven SaaS technology platform.
Marlin Equity Partners is a global investment firm with over $3 billion of capital under management. The firm is focused on providing corporate parents, shareholders and other stakeholders with tailored solutions that meet their business and liquidity needs.

Business Ink Acquires Cash Cycle Solutions

December 8, 2014
Synopsis:
Business Ink, Company proudly announces its acquisition of Cash Cycle Solutions (CCS) from Frontier Capital, and is merging the capabilities and services of both organizations, enabling more client focused, full-service business communications, multi-channel, and data-driven marketing solutions.
Seller Parent: Frontier Capital
Cash Cycle Solutions is a leading provider of innovative outsourcing solutions and document management services. They provide a broad base of transactional communication solutions distributed through multiple channels of delivery: USPS, web/mobile, email & FedEx.
Business Ink uses innovative technology to produce sensitive and time-critical business communications which are distributed both digitally and through the postal system. Business Ink serves state and local government, healthcare, professional business services, agencies, and financial services.

i2i Events Group continues its international expansion with the acquisition of and multi-year, long term partnership with Money20/20

October 29, 2014
Synopsis:
i2i Events Group announced that it has acquired and entered into a multi-year, long term partnership with Money20/20. They are the world’s largest and most relevant event for innovators in the payments and financial services sector, including where it intersects with mobile, retail, marketing services, data and technology.
Seller: Money20/20
Money20/20 brings together the worldwide community of innovators--including from payments, financial services, retail, mobile, marketing services, data and technology--that is profoundly changing how consumers and businesses manage, spend and borrow money.
Buyer Parent: Apax Partners
i2i Events delivers world-class exhibitions and congresses in key sectors including home and gift, fashion, retail, healthcare, energy, environment, education, technology and media. Its portfolio of world-wide events includes Spring Fair, Bett, CWIEME, RWM, World Retail Congress and Pure London.

Ellie Mae Completes AllRegs Acquisition

October 1, 2014
Synopsis:
Ellie Mae®, a leading provider of innovative on-demand software solutions and services for the residential mortgage industry, announced that it has completed its acquisition of AllRegs, a leading information provider for the mortgage industry.
Seller: AllRegs
AllRegs is used by virtually all of the top 100 lenders as well as throughout numerous governmental agencies, including Fannie Mae, Freddie Mac, VA, and Ginnie Mae. The Company is the exclusive electronic publisher of the Fannie Mae and Freddie Mac Single and Multifamily Seller/Servicer Guides.
Ellie Mae, Inc. is a provider of automation solutions for the mortgage industry. The company's offerings include the Encompass® and Encompass360® mortgage management software systems. Ellie Mae also hosts the Ellie Mae Network™.

Cryptzone Acquires HiSoftware

September 8, 2014
Synopsis:
Cryptzone has acquired HiSoftware Inc. HiSoftware provides end-to-end information security and compliance solutions to help organizations address business process, regulatory and productivity concerns around the secure collaboration of data in content management systems and social environments.
HiSoftware provides end-to-end information security and compliance solutions to help organizations address business process, regulatory and productivity concerns around the secure collaboration of data in content management systems and social environments.
Buyer Parent: Medina Capital
The Cryptzone Group is a technology innovator of proactive controls to mitigate IT security risk. Its solutions enable organizations to securely connect, collaborate and comply within the digital workplace, thereby improving document security, access control and compliance auditing capabilities.

MSCI Completes Acquisition of GMI Ratings

August 12, 2014
Synopsis:
MSCI Inc., a leading provider of investment decision support tools worldwide, announced that it has completed the acquisition of GMI Ratings, a provider of corporate governance research and ratings on over 6,000 companies worldwide.
GMI Ratings is an independent provider of research and ratings on environmental, social, governance and accounting-related risks affecting the performance of public companies. They help investors assess the sustainable investment value of corporations.
MSCI is a leading provider of investment decision support tools to around 6,200 clients worldwide, ranging from large pension plans to boutique hedge funds. They offer a range of products and services - including indices, portfolio risk and performance analytics, and governance tools.

The Roberts Group Announces Strategic Investment from Polaris Partners

April 3, 2014
Synopsis:
Polaris Partners has invested in The Roberts Group. The Roberts Group, of New York, provides market data cost and inventory management solutions to the financial services industry. They are the developer of the Financial Information Tracking System, FITS, a market data inventory management solution available to the Financial Services Industry.
The Roberts Group (TRG) is the developer of the Financial Information Tracking System, FITS, the most comprehensive market data inventory management solution available to the Financial Services Industry. TRG provides market data consulting services ranging from FITS Consulting to Systems Deployment.
Polaris Venture Partners is a group of investors and technology executives with a successful track record of investing in and partnering with early-stage entrepreneurs in both information and medical technology.

Boathouse Capital Partners with Management and Employees of MIS Training Institute

April 2, 2014
Synopsis:
Boathouse Capital has partnered with the management team and employees of MIS Training Institute to acquire the US and UK operations from its former parent, Euromoney Institutional Investor. MIS Training Institute is a provider of professional education and training in the areas of internal audit, IT audit, and information security management.
Founded in 1978, MIS Training Institute is the international leader in audit and information security training, with offices in the USA, UK, and Asia. MIS’ expertise draws on experience gained in training more than 200,000 delegates across five continents.
Boathouse Capital is a $120 million private equity firm that invests mezzanine debt and equity into lower middle market businesses across the U.S. Based in Wayne, PA, Boathouse Capital invests $3 million to $15 million to support companies in a variety of industries.

Riverside Acquires BankersEdge as Add-On to OnCourse Learning Platform

September 5, 2013
Synopsis:
The Riverside Company has added Corporate Training Technologies, LLC (dba BankersEdge) to its OnCourse Learning (OnCourse) platform. Based in Norristown, Pennsylvania, BankersEdge provides regulatory, employment, and leadership training as well as compliance solutions for bank and credit union workers.
BankersEdge provides regulatory, employment, and leadership training as well as compliance solutions for bank and credit union workers. Its courses are used for comprehensive training and regulatory updates by bankers, mortgage professionals and other financial services employees.
OnCourse Learning is an education and compliance solutions provider for individuals, companies, educators, and government agencies seeking educational excellence, professional compliance, occupational tools, customized training solutions, and new careers.

StoneCalibre Acquires MICR Secured Print Solutions Provider Source Technologies

June 10, 2013
Synopsis:
StoneCalibre announced that it has acquired the Charlotte, North Carolina-based Source Technologies from Liberty Partners. Source Technologies is a leading provider of advanced Magnetic Ink Character Recognition ("MICR") laser printers, consumables, maintenance, software, and accessories primarily to the banking industry.
Seller Parent: Liberty Partners
Source Technologies is a leader in the specialized print industry. It develops products for global markets including warehousing and distribution, finance, healthcare, transportation and logistics, and retail.
StoneCalibre is a a private investment company targeting opportunities in the lower middle market ranging from healthy high-margin businesses that are either niche, mission critical or provide a high value-add product or service to special situations/distressed operational turnarounds.

Datamax-O'Neil Acquires Source Technologies' Thermal Printer Business to Complement Its Stationary Printer Portfolio

May 31, 2013
Synopsis:
Datamax-O'Neil, a global provider of label and receipt printing solutions, has acquired the thermal printer assets of Source Technologies, a leading provider in specialized printing solutions based in Charlotte, North Carolina.
Source Technologies is a leader in the specialized print industry. It develops products for global markets including warehousing and distribution, finance, healthcare, transportation and logistics, and retail.
Datamax-O’Neil designs, manufactures, and markets a complete line of stationary and portable label and receipt printing solution products, enabling manufacturers and suppliers to capture the benefits of automated product identification and automated legal and financial transactions.

LexisNexis Acquires Sheshunoff and A.S. Pratt

May 22, 2013
Synopsis:
LexisNexis® Legal & Professional, together with Reed Elsevier Properties SA, has acquired the acclaimed publishing brands and businesses of Sheshunoff™ and A.S. Pratt from the Thompson Media Group. The Sheshunoff collection of publications includes more than 100 titles offering expert information critical for the financial services industry.
Both the Sheshunoff and A.S. Pratt collections are offered through Sheshunoff Information Services. It leads the market with its actionable guidance in the areas of regulatory compliance, eLearning, operations and management
Buyer Parent: Reed Elsevier
LexisNexis is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting, and academic markets.

Berkery Noyes Represents Venture Encoding in its Sale to Taylor Corporation

July 9, 2012
Synopsis:
Taylor Corporation has acquired Venture Encoding, a provider of loan servicing, borrower communications and marketing solutions to large financial organizations. Venture will be merged with Corporate Graphics Direct Marketing Solutions, with the new company carrying the name Venture Solutions Inc.
Venture Encoding provides loan servicing, borrower communications and marketing solutions to large financial organizations. Venture leads the market with its VentureAccess online 24/7 customer care portal, as well as its VentureCritical time sensitive, business critical services.
Buyer Parent: Taylor Corporation
Corporate Graphics International serves the specific print and marketing needs of Fortune 1000 companies. The company has six printing, fulfillment and distribution facilities. Its solutions streamline the entire print procurement process, from file creation through billing and reporting.

Berkery Noyes Announces its Representation of G2 Web Services, LLC in its Investment Partnership with Primus Capital

September 1, 2011
Synopsis:
Primus Capital, a private equity firm that invests in high-growth companies within the business services, healthcare and education industries, announced the acquisition of G2 Web Services, LLC, the leading provider of merchant compliance monitoring and e-commerce risk management services to the payments industry.
G2 Web Services is the leader in merchant compliance monitoring and e-commerce risk management. G2 works with acquiring banks, independent sales organizations, and other acquiring value chain members to identify, mitigate and monitor risk posed by their merchants’ online presences.
Primus Capital is a private equity firm that invests in profitable growth companies in the lower middle market. Primus provides expansion capital and leads buyout and minority recapitalization transactions in the healthcare, business services, and for-profit education industries.

Berkery Noyes Represents Gradient Analytics in the sale of its Qualitative Research Unit to Sabrient Systems

August 8, 2011
Synopsis:
Sabrient Systems announces the acquisition of selected assets of Gradient Analytics, including the use of the brand "Gradient Analytics." The business unit acquired by Sabrient will deliver analyst-driven research and services via Earnings Quality Analytics, Equity Incentive Analytics, Gradient International and Gradient Consulting.
Gradient Analytics, Inc. is an independent research firm providing analyst-written research work on Global Equities (Earnings Quality Analytics, Equity Incentive Analytics and Gradient International) and Consulting services for institutional clients.
Sabrient Systems, LLC is an independent equity research firm that specializes in custom strategies using quantitative modeling to rank stocks for Alpha generation, risk measurement and creation of unique indexes tracked by exchange-traded funds (ETFs).

SunGard Acquires PredictiveMetrics to Broaden the AvantGard Suite and Expand into Trade Credit Liquidity

February 3, 2011
Synopsis:
SunGard announced that it has acquired PredictiveMetrics, a provider of predictive scoring and analytical services for trade credit, debt collections, utilities and other markets. PredictiveMetrics’ core services around credit and collection analyses will become part of SunGard’s AvantGard Receivables solution.
PredictiveMetrics is a global leader in providing predictive scoring and analytical decision solutions using advanced statistical techniques for credit, collections and debt recovery collections. PredictiveMetrics’ decision technology spans many industries, types of financing, and ages of debt.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business.

Mortgage Cadence Teams with Investment Partner to Support Growth, Advance Offerings and Further Solidify Leadership Position

August 10, 2010
Synopsis:
Mortgage Cadence, LLC, a leading provider of Enterprise Lending Solutions (ELS), Loss Mitigation Technology and Document Services for the financial services industry, announced that Monitor Clipper Partners has invested in the company.
Mortgage Cadence is the leading provider of Enterprise Lending Solutions ("ELS") which employ an extensive financial services data model wrapped with a native rules engine to deliver data-driven workflow automation tools to mortgage banks, lenders, service providers and servicers.
Buyer Parent: The Monitor Group
Monitor Clipper Partners ("MCP") is a private equity firm investing in middle market management buyouts, recapitalizations and growth equity financings. MCP partners with strong management teams that can benefit from MCP's privileged relationship with Monitor Group.

Berkery Noyes Advises Tradeware Global Corp. in its Sale to SS&C Technologies, Inc.

January 4, 2010
Synopsis:
SS&C Technologies, Inc., a global provider of financial services software and software-enabled services, announced it has acquired Tradeware Global Corp., a leading broker-neutral solution provider for electronic access to global equity markets.
Tradeware specializes in flexible FIX-based equity order management systems, FIX connectivity solutions, and full front-to-back office integration and compliance reporting services. The Company's service bureau business model offers customers the much sought-after benefits of trading neutrality.
Buyer Parent: The Carlyle Group
SS&C delivers investment and financial management software and related services focused exclusively on the financial services industry. By leveraging expertise in common investment business functions, SS&C cost effectively serves clients in different industry segments.

Deutsche Börse Acquires US Financial News Service Need To Know News

November 30, 2009
Synopsis:
Deutsche Börse is expanding the offering of its Market Data & Analytics segment by acquiring the US financial news service Need to Know News. Need to Know News will become a 100 percent subsidiary of Market News International (MNI), a Deutsche Börse Group company.
Need to Know News (NTKN) is a premier financial news service specializing in written, audio and computer readable news feeds. NTKN broadcasts to traders and investment professionals around the world.
Market News International is the leading real-time news, intelligence and analysis agency dedicated to the global fixed-income and foreign exchange markets, and provides information that is also relevant to the equity markets.

Berkery Noyes Represents Dydacomp In Its Sale to Dydacomp Holdings Corporation and Milestone Partners

January 16, 2008
Synopsis:
Berkery Noyes, a leading independent investment bank serving the media, information and technology markets, represented D.A. Kopp & Associates, Inc., Card Management Services, L.L.C., and Card Financial Services, L.L.C. (Dydacomp) in its sale to Dydacomp Holdings Corporation and Milestone Partners.
Dydacomp specializes in multi-channel software solutions for e-commerce, catalog, DRTV, and traditional point-of-sale business.
Milestone Partners is a private equity firm that partners with management to invest in leveraged buyouts and recapitalizations of lower middle market businesses. Milestone pursues successful niche-market leaders that provide high margin products or services.

Berkery Noyes Represents DocuLex In Sale Of Discovery Cracker Product To CT, A Wolters Kluwer Business

August 28, 2007
Synopsis:
CT Summation, a leader in litigation support and electronic data discovery, acquires top-ranked electronic discovery product, Discovery Cracker, from DocuLex, Inc.
DocuLex, Inc. is a leading developer and provider of litigation support software and solutions for the legal industry. The Company's clients include law firms, litigation support service bureaus, government agencies and the corporate legal departments of major corporations.
Buyer Parent: Wolters Kluwer NV
CT Summation, the leader in litigation support and electronic data discovery solutions, pioneered litigation support software in 1988. CT Summation's award- winning product family provides a complete and integrated solution suite from discovery through trial.

Berkery, Noyes & Co. represents Asset Control in Strategic Transaction with Fidelity Ventures

April 4, 2007
Synopsis:
Asset Control, the leading provider of Centralized Data Management solutions to the financial services industry, announced that Fidelity Ventures has taken a majority investment in the company.
Asset Control is the world's leading provider of Centralized Data Management to financial industry firms. With a complete range of in-house and outsourced options, Asset Control delivers Total Data Management, a hybrid approach to data management.
Buyer Parent: FMR Corp.
Fidelity Ventures invests in technology companies at the "Go-To-Market" stage. Its 40-year track record includes hundreds of successful investments in the consumer, communications, systems and software markets.

Berkery, Noyes & Co. represents NameProtect in it sale to Corporation Service Company

March 23, 2007
Synopsis:
Corporation Service Company, a privately-held company and leading provider of legal and financial services to corporations and law firms, has acquired NameProtect, a privately-held leader of digital brand management solutions for the Global 2000.
Seller Parent: Mason Wells
NameProtect, a digital brand management company, provides a comprehensive suite of trademark clearance and advanced monitoring services that support the entire life cycle of a brand in today’s digital economy.
Corporation Service Company, a privately-held company headquartered in Wilmington, Delaware, USA, is a leading provider of legal and financial services for many of the world’s largest companies and law firms.

Berkery, Noyes & Co. represents Elsevier, Inc. in its divestiture of Endeavor Information Systems, Inc.

November 21, 2006
Synopsis:
Francisco Partners, one of the world's largest technology-focused private equity funds and owner of Ex Libris, a leading global developer and provider of high-performance applications for libraries and information centers, has successfully completed its acquisition of Endeavor Information Systems, Inc., an Elsevier company.
Seller Parent: Reed Elsevier
EIS Inc. has been providing integrated library solutions since its inception in 1994. With an executive team base that has a strong heritage in the library industry, Endeavor grounds product line development in knowledge, commitment and the embrace of new proven technologies.
Buyer Parent: Francisco Partners
The Ex Libris group is a worldwide supplier of software solutions and related services for libraries and information centers. The Company's flagship product, ALEPH 500, is a market leader in the field of library automation for higher education and large corporations.

Berkery, Noyes & Co. advises ClearStory Systems on its divestiture of Document Solutions Business to Datawatch Corporation

May 3, 2006
Synopsis:
Datawatch Corporation, a leader in the rapidly growing Information Services market space, today announced that it has closed the acquisition of the Integrated Document Archiving and Retrieval Systems (IDARS) business from ClearStory Systems, Inc.
ClearStory digital asset management software suite manages the enterprise digital media supply chain — from creation and collaboration, to lifecycle management and delivery — to give companies reduced operational costs, improved productivity, and increased revenues.
By providing solutions that build on a Service Oriented Architecture (SOA) framework and Monarch report mining technologies, Datawatch allows organizations to access, enhance, analyze and deliver information from wherever it resides inside or outside the enterprise to solve business problems.
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