Equality Asset Management and First Analysis Invest in PCMI
January 19, 2021
PCMI (Policy Claim Management International), a Park Ridge, Illinois-based provider of SaaS warranty and service administration software, announced its first equity investment from Boston-based Equality Asset Management with participation from Chicago-based First Analysis. The growth capital will support product expansion and client acquisition across North America and globally; financial terms were not disclosed.
- Buyers
- Equality Asset Management, First Analysis
- Targets
- PCMI (Policy Claim Management International)
- Industry
- Cloud & SaaS
- Location
- Illinois, United States
- Transaction Type
- Growth capital
Explore More
Related Acquisitions
-
Thoma Bravo Makes Strategic Growth Investment in PCMI
March 17, 2025
Cloud & SaaS
Thoma Bravo announced a strategic growth investment in PCMI, a provider of cloud-based administration software for automotive and consumer finance & insurance (F&I) products. Existing shareholders — including PCMI management, employees and Equality Asset Management — will retain minority positions as Thoma Bravo partners with PCMI to enhance its platform and accelerate global growth.
-
EQT Private Equity Acquires Majority Stake in AMCS
August 14, 2024
Cloud & SaaS
EQT Private Equity, through EQT X and EQT Future, will acquire a majority stake in AMCS, a cloud-based and AI-enabled performance and sustainability software provider for resource-intensive industries. Existing majority investor Insight Partners and other investors including Clearlake Capital, Highland Europe, and the Ireland Strategic Investment Fund are expected to retain minority stakes.
-
Abry Partners Acquires Equity Stake in Prime Capital Investment Advisors
July 12, 2023
Financial Services
Abry Partners has agreed to acquire an equity interest in Prime Capital Investment Advisors (PCIA), providing growth capital and joining PCIA’s board to support expansion. The partnership will supply additional investment capital while preserving PCIA’s client-focused service model and leadership team.
-
Prime Capital Investment Advisors Acquires Earth Equity Advisors
January 5, 2023
Financial Services
Prime Capital Investment Advisors (PCIA) has partnered with and effectively acquired Earth Equity Advisors, adding approximately $151 million in AUM and bringing Earth Equity CEO Peter Krull and his team into PCIA. The move expands PCIA’s sustainable, responsible, and impact investing (SRI) capabilities and broadens its national footprint, while Earth Equity will continue to direct SRI strategies within PCIA.
-
Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
December 9, 2022
Financial Services
Prime Capital Investment Advisors (PCIA) has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm led by James S. Gladney. The deal brings Liberty's leadership and approximately 15 employees (including five advisors serving ~725 clients across 45+ states) into PCIA and closed on December 9, 2022.
-
LNC Partners Makes Minority Investment in Prime Capital Investment Advisors
October 4, 2019
Wealth Management
LNC Partners completed a strategic minority growth investment in Prime Capital Investment Advisors (PCIA) to support the firm’s continued expansion and acquisition strategy. PCIA, headquartered in Overland Park, Kansas, is a full-service wealth management and retirement plan advisory firm with roughly $11 billion in client assets and a multi-office footprint across the U.S.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.