BlueMatrix Acquires RMS Partners Business from FactSet

BlueMatrix Acquires RANOS to Expand Asia-Pacific Footprint

June 17, 2025

Cloud & SaaS

BlueMatrix, a Thoma Bravo‑backed capital markets content platform, has acquired RANOS, a New Zealand‑based next‑generation research publishing platform. The deal strengthens BlueMatrix’s presence in the Asia‑Pacific region and brings RANOS’ modern, AI‑enhanced research publishing capabilities into BlueMatrix’s global offering.

Thoma Bravo Makes Strategic Growth Investment in BlueMatrix

December 14, 2023

Cloud & SaaS

Thoma Bravo has completed a strategic growth investment in BlueMatrix, a cloud-based content creation and distribution platform for investment research providers. The investment (debt financing provided by Golub Capital) will support BlueMatrix’s global growth and continued product innovation while founder and CEO Patricia Horotan remains in her leadership role with a significant ownership stake.

BlueMatrix Acquires Street Context

January 22, 2025

Cloud & SaaS

BlueMatrix has acquired Street Context, a market-leading provider of email intelligence and analytics for the capital markets, to integrate email deliverability, list management and engagement analytics into BlueMatrix’s investment research publishing platform. The deal is effective immediately, was debt-financed by Golub Capital, and is intended to expand BlueMatrix’s product capabilities and global footprint as a Thoma Bravo‑backed platform.

Highlander Partners Acquires RMS Beauty

October 8, 2021

Consumer Products

Highlander Partners, a Dallas-based private investment firm, acquired RMS Beauty, the Charleston-headquartered pioneer of the clean beauty movement. Highlander plans to scale the brand by revamping marketing and product assortment, strengthening retail relationships, driving direct-to-consumer growth, and using RMS as the foundation for a broader clean-beauty platform.

StarRez Acquires Residential Management Systems (RMS)

July 20, 2022

Software

StarRez has acquired Residential Management Systems, Inc. (RMS), the developer of the Mercury Residential Housing Platform. The deal expands StarRez's product capabilities and customer base in student housing and residential community management, adding RMS's offices in Raleigh, NC and Newcastle, UK and contributing to a combined customer base of over 1,300 and more than 3 million beds under management.

Abry Partners Invests in Oracle Insurance Risk Management Services (Oracle RMS)

July 3, 2025

Insurance

Boston-based private equity firm Abry Partners has made a strategic growth investment in Oracle Insurance Risk Management Services Inc. (Oracle RMS), a Concord, Ontario-headquartered insurance brokerage. Oracle RMS founders retain significant equity and will continue to lead the business while Abry’s capital will support branch and producer network expansion, capability scaling, and strategic M&A across Canada.