Experience

Our team has completed more than 175 technology M&A and growth equity transactions valued in excess of $18 billion.

The representative transactions depicted below were completed by Aeris professionals at prior firms except where indicated.

To learn more about our experience or track record, please contact any member of our team.

  • Client: New River Innovation is a leading provider of post-filing tax workflow software
    Counterparty: H&R Block is the world's largest provider of income tax software and services
    Transaction Value: Confidential
    Sub-Sector: Vertical Software
    Segment: Financial Technology
    Aeris Partners served as the exclusive sell-side advisor
    has been acquired by
    Confidential
  • Client: Mantas is a leading provider of compliance software for financial services companies
    Counterparty: Oracle is a major software, systems and services provider
    Transaction Value: $123,000,000
    Sub-Sector: Vertical Software
    Segment: Financial Technology
    has been acquired by
    $123,000,000
  • Client: SS&C is a leading provider of financial securities software
    Counterparty: FMC is a leading provider of financial analytics software
    Transaction Value: $159,000,000
    Sub-Sector: Vertical Software
    Segment: Financial Technology
    has acquired
    $159,000,000
  • Client: PCi Corporation is a leading provider of analytical financial compliance solutions
    Counterparty: Wolters Kluwer is a global information services and software provider
    Transaction Value: Confidential
    Sub-Sector: Analytical Software
    Segment: Governance, Risk and Compliance
    has been acquired by
    Confidential
  • Client: InvoiceLink is leading provider of Web-based invoicing and payment solutions to B2B users
    Counterparty: BCE Emergis is a leading provider of network-centric eCommerce solutions
    Transaction Value: $88,000,000
    Sub-Sector: Vertical Software
    Segment: Financial Technology
    has been acquired by
    $88,000,000
  • Client: Business Systems Resources is a leading provider of fundraising software for universities
    Counterparty: SunGard Data Systems is a major provider of financial and educational software
    Transaction Value: Confidential
    Sub-Sector: Vertical Software
    Segment: Financial Technology
    has been acquired by
    Confidential
  • Client: Intranet is a leading provider of electronic payment solutions
    Counterparty: Transaction Systems Architects is a leading provider of transaction processing software
    Transaction Value: Confidential
    Sub-Sector: Vertical Software
    Segment: Financial Technology
    has been acquired by
    Confidential
  • Client: Saladin is a leading provider of market data and analytics software to energy markets
    Counterparty: Fame Information provides market data and time series analytics software
    Transaction Value: Confidential
    Sub-Sector: Vertical Software
    Segment: Financial Technology
    has been acquired by
    Confidential