Haveli Investments and General Atlantic Acquire Certinia
July 26, 2023
Haveli Investments, with participation from General Atlantic, has agreed to acquire Certinia (formerly FinancialForce) from Advent International and Technology Crossover Ventures in a deal Reuters values at nearly $1 billion including debt. Salesforce will remain a minority shareholder; the transaction is a private equity buyout intended to support Certinia’s next stage of growth and product expansion.
- Buyers
- Haveli Investments, General Atlantic
- Targets
- Certinia
- Sellers
- Advent International, Technology Crossover Ventures
- Industry
- Cloud & SaaS
- Location
- California, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Certinia Acquires Moonnox
July 21, 2026
Cloud & SaaS
Certinia, a provider of AI-powered Professional Services Automation (PSA), announced that it has acquired Moonnox, an AI-native services delivery platform built for the professional services sector. The deal is intended to bridge the gap between Certinia’s systems of record and the unstructured work-data captured in everyday services tools, extending Certinia’s “Veda” AI capabilities with real-time, context-aware AI agents.
-
TA Associates Invests in Certinia; Haveli Retains Majority
November 19, 2024
Cloud & SaaS
TA Associates has made a minority investment in Certinia to support the company's next phase of growth, while Haveli Investments will retain a majority position. Existing investors General Atlantic and Salesforce Ventures will continue to hold meaningful stakes as TA partners with management to accelerate Certinia's Professional Services Automation and Customer Success expansion globally.
-
CERTANIA Acquires Triskelion
February 28, 2024
Healthcare Services
Triskelion, an accredited analytical laboratory headquartered in Utrecht, has joined CERTANIA Holding GmbH, a growing Testing, Inspection & Certification (TIC) group. The move — supported by GREENPEAK Partners — positions Triskelion to expand its analytical and consulting services across food safety, chemical and early-clinical biopharma markets while benefitting from CERTANIA's platform resources.
-
Certara Acquires Pinnacle 21
October 4, 2021
Software
Certara, Inc. completed the acquisition of Pinnacle 21, a provider of SaaS solutions for clinical data standardization, validation and regulatory-submission readiness. Equity holders of Pinnacle 21 received approximately $250 million in cash and 2,239,717 restricted shares of Certara common stock; Certara said the deal expands its data-sciences and software capabilities and is expected to be accretive to revenue and adjusted EBITDA.
-
Bain Capital Tech Opportunities Invests $150M in Axtria
May 13, 2021
Cloud & SaaS
Axtria, a Berkley Heights–based provider of cloud software and data analytics for the life sciences industry, received a $150 million growth investment from Bain Capital Tech Opportunities. The capital will be used to accelerate Axtria's expansion of its life-sciences-focused SaaS platforms, embed AI/ML capabilities across products, and support organic growth and M&A initiatives.
-
insightsoftware Acquires Certent, Inc.
January 7, 2021
Cloud & SaaS
insightsoftware, backed by TA Associates and Genstar Capital, acquired Certent, Inc., a Roseville, California–based provider of SaaS equity management and financial disclosure management solutions. The acquisition expands insightsoftware's Office of the CFO product portfolio by adding equity and disclosure management capabilities; terms were not disclosed. K1 Investment Management, which had been Certent's investor since 2012, completed the sale.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.