Carta Acquires Sirvatus

Carta Acquires Tactyc

October 29, 2024

Software

Carta has acquired Tactyc, a Morrisville, North Carolina-based provider of portfolio forecasting and planning software for private funds. The acquisition integrates Tactyc's real-time forecasting, planning and portfolio management capabilities into Carta's fund administration platform to give fund CFOs and GPs data-driven insights for capital allocation and fund performance optimization.

Valtech Acquires Kin + Carta for £239m

April 29, 2024

IT Services

Valtech has completed the acquisition of digital transformation consultancy Kin + Carta for £239 million, funded through shareholder equity and external debt. The deal adds Kin + Carta’s ~1,900 consultants and strengthens Valtech’s cloud, data, AI, digital engineering and experience-design capabilities while expanding its US and UK footprint.

Tier1 Financial Solutions Acquires Satuit Technologies

April 26, 2021

Software

Tier1 Financial Solutions acquired Satuit Technologies, a provider of CRM and investor portal software for buy‑side asset and wealth managers, to accelerate its expansion into the buy‑side market and broaden its client relationship product suite. Terms were not disclosed; Satuit’s CEO Karen Maguire will remain in her role and report to Tier1 CEO Jiro Okochi.

Capchase Acquires Vartana

June 24, 2025

Payments & Fintech

Capchase, a technology-first vendor financing platform, has acquired Vartana, an AI-powered B2B sales closing and financing platform. The acquisition combines Capchase's embedded financing infrastructure with Vartana's instant credit decisioning and CRM integrations to accelerate product capabilities and scale vendor financing for B2B software, hardware, and channel sellers.

Savi Acquires Fiducius

February 8, 2026

Education

Savi, a Washington-based student loan and education benefits platform, has acquired Fiducius, an employer-focused education benefits provider. The deal — Savi's first acquisition — expands Savi's nationwide employer and channel partner footprint and adds Fiducius' customer support and student-loan servicing capabilities; financial terms were not disclosed.

Kapitus Acquires Ten Oaks Commercial Capital

October 25, 2024

Financial Services

Kapitus acquired Ten Oaks Commercial Capital and is launching a dedicated equipment financing arm to expand its lending products for small and medium-sized businesses. The deal brings Ten Oaks’ equipment finance origination capabilities and dealer relationships into Kapitus’ platform to accelerate vendor and direct equipment financing and start on‑balance-sheet funding in early 2025.