Aquiline Capital Partners Takes Majority Stake in SurePoint Technologies

Aquiline Capital Partners Acquires Majority Stake in Quicken Inc.

October 4, 2021

Software

Aquiline Capital Partners has acquired a majority stake in Quicken Inc. from an affiliate of H.I.G. Capital. Quicken's management, including CEO Eric Dunn, will retain equity and the company will continue operating from its Menlo Park headquarters while partnering with Aquiline to invest in its personal financial management software and digital offerings.

SurePoint Technologies Acquires Leopard Solutions

May 16, 2024

Data & Analytics

SurePoint Technologies has acquired Leopard Solutions to integrate Leopard's legal business intelligence and analytics into SurePoint's legal software platform. The deal combines the companies' data assets (about 60 years of combined data) to deliver benchmarking, competitive intelligence, and people intelligence to mid-sized law firms, legal recruiters, corporate legal departments, and law schools.

SurePoint Technologies Acquires Coyote Analytics

June 1, 2022

Cloud & SaaS

SurePoint Technologies, a leading cloud provider of financial and practice management solutions for law firms, has acquired Coyote Analytics to expand its legal market offerings and combine complementary CRM, financial, and practice management functionality. The acquisition will enable SurePoint to integrate Coyote's analytics and design expertise, build a cloud-based version of Coyote Analytics, and accelerate development of AI-enabled capabilities for law firms.

SurePoint Technologies Acquires ZenCase

January 23, 2025

Software

SurePoint Technologies has acquired ZenCase to expand its legal practice management capabilities, combining ZenCase’s front-office attorney-focused platform with SurePoint’s back-office financial management and Leopard Solutions’ market intelligence. The deal is intended to create a unified practice management suite for mid-sized law firms and accelerate SurePoint’s product roadmap and market offering.

Aquiline Capital Partners and Level Equity Make Majority Investment in DocuPhase

February 20, 2024

Cloud & SaaS

Aquiline Capital Partners and Level Equity have made a majority investment in DocuPhase LLC, a Tampa-based provider of accounting and finance process automation software. The investment will fund product innovation, expansion of the product suite (including vendor payments), and continued organic growth across DocuPhase’s more than 1,200 customers.

Aquiline Capital Acquires Majority Stake in Isio Group

July 2, 2024

Financial Services

Aquiline Capital Partners has agreed to a majority investment in Isio Group Limited, a leading UK pensions, reward & benefits and investment advisory business. Aquiline is acquiring its stake from Exponent Private Equity; Isio's management will retain a significant minority interest and the investment will be used to expand services, accelerate M&A and grow adjacent practices.