Accel-KKR Acquires MOA Benchmarking

Harvey Acquires Benchmark to Expand AI Platform for Asset Management

July 17, 2026

AI & Machine Learning

Harvey acquired Benchmark, a New York-based decision infrastructure platform that helps asset managers capture and reuse institutional knowledge throughout the investment process. The acquisition is intended to expand Harvey’s AI platform across more stages of deal sourcing, screening, due diligence, document review, and investment committee workflows.

Morningstar Acquires Moorgate Benchmarks

September 8, 2021

Financial Services

Morningstar, Inc. has acquired Moorgate Benchmarks, a European provider of index design, calculation and administration, making Moorgate a wholly owned subsidiary. The acquisition strengthens Morningstar Indexes' capabilities and accelerates its European expansion by adding Moorgate's technology, executive team, and 20-person workforce.

Accel-KKR Takes Majority Stake in Kimble Applications

March 16, 2021

Cloud & SaaS

Kimble Applications, a cloud-based professional services automation (PSA) provider, closed a significant growth investment from Accel-KKR on March 16, 2021, with Accel-KKR becoming a majority interest holder. The new capital is intended to accelerate product innovation, go-to-market initiatives—particularly in North America—and support continued global growth and strategic M&A.

Accel-KKR Acquires OrthoBanc and Combines It with OrthoFi

December 31, 2020

Healthcare Services

Accel-KKR purchased OrthoBanc and will combine it with OrthoFi (a platform in which Accel-KKR previously invested) to create an integrated orthodontic patient acquisition and payment management provider operating as OrthoFi. The combined business will pair OrthoFi's patient acquisition and insurance management software with OrthoBanc's payment and revenue cycle management capabilities to serve orthodontic and dental practices across the U.S.

Accel-KKR Invests Growth Capital in Blue Mountain Quality Resources

September 29, 2020

Software

Accel-KKR has made a significant growth investment in Blue Mountain Quality Resources to help the company scale its enterprise asset management (EAM) software for the life sciences industry. Software Equity Group served as exclusive advisor to Blue Mountain on the transaction, which will support product capability expansion and global growth.

Black Knight Acquires Compass Analytics

September 12, 2019

Financial Services

Black Knight, Inc. acquired Compass Analytics, LLC, a San Francisco–based provider of mortgage secondary-market pricing, valuation and MSR analytics. The deal expands Black Knight's capital markets capabilities by adding Compass Analytics' CompassPoint PPE platform, MSR valuation tools and connectivity between lenders, investors and servicers.