Volly Acquires Home Captain

MyHome (Williston Financial Group) Acquires Lender Marketing Automation Provider Volly

December 21, 2023

Marketing & Advertising

MyHome, the marketing and technology subsidiary of Williston Financial Group (WFG), has acquired Volly, a provider of marketing automation and creative services for banks, credit unions, and mortgage lenders. The deal expands MyHome's lead generation, conversion, and retention capabilities for mortgage and real estate lenders and brings Volly's services into WFG Enterprise Solutions.

VASS Acquires Copilot

January 18, 2023

IT Services

VASS has acquired Copilot, a U.S.-based Salesforce, cloud and data consulting firm headquartered in New York, as an add-on to expand its North American presence and capabilities. The acquisition strengthens VASS's Salesforce, cloud, data analytics and automation offerings and completes another add-on for the PE-backed VASS platform.

Ontra Acquires Material Assets of Captain (Alternative Investment Software)

November 7, 2022

Software

Ontra has acquired the material assets of Captain, an alternative investment software provider, to expand its private-markets legal operating system. The deal will accelerate Ontra’s MFN election portal and broaden its fund lifecycle management capabilities; financial terms were not disclosed.

ASG Acquires Homebot

June 25, 2020

Cloud & SaaS

ASG, a portfolio company backed by Alpine Investors, has acquired Homebot, a Denver-based mortgage lending and real estate SaaS platform. The deal is ASG's 25th acquisition and its second in the ASG Property Technology vertical, intended to accelerate Homebot's growth and expand ASG's residential real estate software capabilities.

Magenta Partners Invests in Voly Ltd

March 1, 2021

Software

UK SME growth investor Magenta Partners has made a growth equity investment in Voly Ltd, a fast-growing SaaS provider of accounting, treasury management and payments solutions for the yachting, family office and media sectors. The capital will support technology upgrades, expanded sales and marketing, new offices and potential M&A as Voly pursues rapid expansion after ~50% annual growth.

LLR Partners Makes Strategic Investments in Sales Boomerang and Mortgage Coach

January 25, 2022

Cloud & SaaS

Philadelphia-based private equity firm LLR Partners made strategic growth investments in mortgage fintech SaaS providers Sales Boomerang and Mortgage Coach to fund product enhancements and tighter integration between the platforms. The capital will support expanded product functionality and scale across lenders; Canaccord Genuity served as exclusive financial advisor to Sales Boomerang while Vaquero Capital advised Mortgage Coach.