J.P. Morgan Acquires Aumni

J.P. Morgan Acquires OpenInvest

June 29, 2021

Financial Services

J.P. Morgan Asset & Wealth Management agreed to acquire OpenInvest, a fintech specialist in values-based (ESG) investing and impact reporting. OpenInvest will retain its brand and be integrated into J.P. Morgan's Private Bank and Wealth Management offerings; terms were not disclosed and the deal was expected to close in Q3 2021.

Abry Partners Recapitalizes Anju Software

February 28, 2019

Software

Abry Partners, a Boston-based private equity firm, completed a recapitalization of Phoenix-based Anju Software to provide capital for product enhancement and global expansion. Anju Software is a provider of integrated software and data solutions for the life sciences industry and will partner with Abry to accelerate growth and pursue market leadership.

Victory Capital to Combine Amundi US into Its Platform; Amundi Takes 26.1% Stake

July 9, 2024

Financial Services

Victory Capital has reached a definitive agreement to combine Amundi's US business (formerly Pioneer Investments) into its platform in exchange for Amundi receiving a 26.1% economic stake in Victory Capital. The deal includes reciprocal 15-year distribution agreements, aims to broaden product offerings and global distribution, and is expected to deliver meaningful cost synergies and near-term EPS accretion.

United Fintech Acquires 25% Stake in Athena Systems

January 12, 2022

Software

United Fintech has acquired a 25% stake in US-founded Athena Systems as the first step in a multi-stage buy-up that will see United Fintech acquire an additional 26% in two years and the remaining 49% in three years. The deal brings Athena's Portfolio Order Management System (Athena Spark) onto United Fintech's platform to scale globally and expand the group's asset-management product offering for banks, asset managers and hedge funds.

Arlington Capital Partners Acquires Avenu Insights & Analytics from Mill Point Capital

October 3, 2023

Government & Public Sector

Arlington Capital Partners has acquired Avenu Insights & Analytics, a provider of revenue enhancement, payment and administrative software and services for state and local governments, from Mill Point Capital. The company, headquartered in Centreville, Virginia, employs over 600 people and will continue to be led by CEO Paul Colangelo as Arlington looks to invest in product expansion and inorganic growth.

Euna Solutions Acquires AmpliFund

March 14, 2025

Software

Euna Solutions, a provider of purpose-built SaaS for the public sector, has acquired AmpliFund, a grant management platform provider. The acquisition adds AmpliFund's grant management expertise and more than 100 GovTech professionals to Euna's product suite and customer base, expanding Euna's grant management capabilities for government agencies, nonprofits, and other public-sector organizations.