FINSIGHT Acquires Docoh from Eighty-Five Technologies

Envision Pharma Group Acquires doDOC

March 22, 2021

Software

Envision Pharma Group, a portfolio company of GHO Capital Partners, has acquired doDOC Corp., a Boston-founded SaaS platform for collaborative document review and authoring tailored to the life sciences. doDOC will operate as a business unit under its existing brand and be integrated into Envision's iEnvision medical affairs platform to expand document collaboration capabilities and improve workflow efficiency.

FINSIGHT Acquires Credit Flow Research

January 6, 2025

Data & Analytics

FINSIGHT, a provider of institutional capital markets technology and market data, has acquired Credit Flow Research (CFR), a specialist provider of new-issue research and real-time pricing data for the US investment grade and high-yield corporate bond markets. The deal expands FINSIGHT's API and new-issue monitoring capabilities and adds commentary, deal-flow analysis, and historical pricing to better serve issuers, institutional investors and broker-dealers.

Reorg Acquires FinDox

November 9, 2022

Data & Analytics

Reorg, a Permira‑backed provider of financial and legal intelligence, agreed to acquire FinDox, a document, compliance and data management platform for private credit and leveraged finance. The deal—expected to close in December 2022—adds FinDox's document aggregation, compliance (including ESMA Article 7 reporting) and analytics capabilities to Reorg's data and workflow offerings.

FINSIGHT Acquires T-REX

April 24, 2024

Cloud & SaaS

FINSIGHT, a New York–based financial technology software provider, has acquired T-REX, a cloud-native collateral and cashflow modeling platform for private credit, structured credit and project finance. The deal, which closed April 24, 2024, brings T-REX's founders and key engineering talent into FINSIGHT to expand its structured finance analytics and cashflow modeling capabilities.

nCino Acquires DocFox

March 18, 2024

Cloud & SaaS

nCino has signed a definitive agreement to acquire DocFox, a provider of automated onboarding and account-opening software for commercial and business banking. The acquisition will integrate DocFox's onboarding capabilities into nCino's cloud banking SaaS platform to provide a unified, end-to-end client lifecycle and accelerate account opening; the deal was expected to close in March 2024.

Datos Insights Acquires Wise Insights

June 25, 2024

Data & Analytics

Datos Insights, a Boston-based research and advisory firm, has acquired Wise Insights, a US-focused research and data firm that provides benchmarking and advisory services to bank wealth managers, trust companies and multi-family offices. The acquisition expands Datos' wealth-management benchmarking and advisory capabilities to deliver broader data-driven guidance to financial-services clients.