Window Acquires Fintech Drift

Microsoft Acquires Fintool to Embed Financial AI Agents in Excel and Microsoft 365

April 21, 2026

AI & Machine Learning

Microsoft has acquired Fintool, a San Francisco-based AI startup that automates qualitative financial research using autonomous “agentic” workflows. The acquisition aims to embed Fintool’s technology into Microsoft 365—particularly to enhance Office apps like Excel, PowerPoint, and Word for financial services professionals.

FIS Acquires Dragonfly Financial Technologies from One Equity Partners

May 11, 2024

Payments & Fintech

FIS has completed the acquisition of Dragonfly Financial Technologies, a digital business banking and cash management solutions provider, from One Equity Partners. Financial terms were not disclosed; Dragonfly — carved out from ACI Worldwide by OEP in 2022 — serves over 1.4 million businesses and a number of tier-one banks across the U.S. and Asia Pacific.

Salesloft Acquires Drift

February 13, 2024

Cloud & SaaS

Salesloft has acquired Drift to combine Salesloft’s AI-driven Revenue Orchestration Platform with Drift’s conversational AI and buyer experience capabilities. The deal aims to create an AI-powered, omnichannel revenue orchestration solution that enables sellers to engage B2B buyers earlier and deliver personalized buyer journeys across channels.

Saga Acquires the Big Window

March 23, 2022

Marketing & Advertising

Saga has acquired the Big Window, a specialist UK research and insight consultancy focused on ageing and the over-50s. The Big Window will become an in-house 'knowledge agency' within Saga to support its data, digital and brand strategy (called "Generation Experience") while continuing to serve external clients; CEO Lisa Edgar joins Saga's Executive Leadership Team.

Vista Equity Partners Makes Strategic Growth Investment in Drift

September 1, 2021

Cloud & SaaS

Vista Equity Partners has made a strategic growth investment in Drift, the Boston-based conversational commerce SaaS provider. The minority growth capital will support Drift’s global scaling, product innovation (including AI-driven conversational sales and marketing capabilities), and expansion of its customer-facing platform.

Leaf Home Solutions Acquires Storm Tight Windows

February 9, 2021

Building Products

Leaf Home Solutions, a Gridiron Capital–backed, tech-enabled direct-to-consumer home solutions platform, has acquired Storm Tight Windows to expand its Leaf Home Enhancements brand and strengthen its impact-window presence in South Florida. Angle Advisors served as exclusive investment banking advisor on the transaction. Storm Tight is a regional leader in Category 5 hurricane-rated, Miami-Dade-approved impact windows and has installed more than one million windows over a decade in South Florida.