OnePlan Acquires smart360

Simplicity Group Acquires PlanScope360

July 23, 2025

Financial Services

Simplicity Group Holdings has acquired PlanScope360, a Durham, North Carolina-based plan governance and administration platform focused on the K-12 market. The move expands Simplicity’s product and technology capabilities to better serve school districts and K-12 educators with retirement plan oversight, participant engagement and related services.

Epicor Acquires Smart Software

May 1, 2024

Software

Epicor has acquired Smart Software, a cloud-based, AI-driven provider of inventory planning and optimization (IP&O) applications, to integrate Smart Software’s Smart IP&O platform into Epicor’s ERP offerings. Financial terms were not disclosed; the deal is intended to accelerate Epicor’s delivery of AI-powered forecasting and inventory optimization capabilities for manufacturing, distribution, and retail customers.

North Highland Acquires UMT360 Strategic Portfolio Management Software Firm

June 14, 2023

Software

North Highland, an Atlanta-based change and transformation consultancy, has acquired UMT360, a Bellevue, Washington provider of strategic portfolio management (SPM) software and related consulting services. The deal expands North Highland's enterprise transformation and business agility capabilities and extends its footprint in North America and Europe.

Symphony Technology Group Acquires SAI360 from BPEA EQT

December 14, 2022

Cloud & SaaS

Symphony Technology Group (STG) has entered into and completed a definitive agreement to acquire SAI360, a Chicago‑headquartered cloud risk management and compliance SaaS provider, from BPEA EQT (BPEA Fund VI). The acquisition (terms not disclosed) is intended to accelerate SAI360's product innovation and growth while expanding STG's portfolio in software, data and analytics. The transaction was subject to customary regulatory approvals and closed in 2023 (expected/announced Q2 2023 in press releases).

Apptio Acquires Targetprocess

February 11, 2021

Software

Apptio completed the acquisition of Targetprocess to add enterprise Agile planning and project portfolio management (PPM) capabilities to its technology business management (TBM) platform. The deal will integrate Targetprocess into Apptio’s product suite (rebranded Apptio Targetprocess) to help customers align portfolio, product management, and software delivery with financial governance and business value tracking.

TELEO Capital Acquires UMT360

March 11, 2019

Software

TELEO Capital Management completed the acquisition of UMT360, a Bellevue, Washington-based provider of Enterprise Project Portfolio Management (PPM) software and consulting services. TELEO said it will provide operational expertise and capital to scale UMT360’s software and services offerings and accelerate growth and market share; Cascadia Capital served as financial advisor to UMT360.