SS&C Technologies Acquires Curo Fund Services

SS&C Technologies Acquires Complete Financial Ops (CFO Fund Services)

December 5, 2022

Financial Services

SS&C Technologies Holdings, Inc. has acquired Complete Financial Ops, Inc. (CFO Fund Services), a Colorado-based fund administration firm. The all-cash transaction (terms undisclosed) adds 25 clients and eight employees to SS&C and expands its fund administration capabilities—particularly for venture capital and family office funds—while extending SS&C's servicing footprint in the Denver region.

Dains Group Acquires Curo

October 6, 2025

Professional Services

The Dains Group has acquired Curo, a Worcestershire-based accountancy and advisory practice founded in 2005 by Anna Madden and Julia Gallagher. The acquisition, Dains' fourth since receiving private equity backing from IK Partners, expands Dains' audit, tax, accounting and advisory capabilities while Curo's leadership will remain in place.

SS&C Technologies Acquires Millennium Consulting Services and Millennium Seminar Services

December 16, 2020

Consulting

SS&C Technologies has agreed to acquire Raleigh, North Carolina-based Millennium Consulting Services and Millennium Seminar Services to expand its insurance-focused consulting and training offerings. The deal adds 13 employees and brings regulatory consulting, statutory outsourcing and insurance accounting training capabilities into SS&C's insurance services lineup.

SS&C Technologies Acquires Hubwise Holdings Limited

December 9, 2021

Financial Services

SS&C Technologies Holdings, Inc. has entered into a definitive agreement to acquire Hubwise Holdings Limited in an all-cash transaction. The deal adds a regulated U.K. B2B investment platform (58 employees, 51 customers) to SS&C's wealth and adviser solutions and is expected to close in 2022 subject to customary approvals.

Curi (Curi Capital) Acquires RMB Capital to Form Curi RMB Capital

January 2, 2024

Wealth Management

Curi completed its previously announced acquisition of RMB Capital and merged Curi Capital with RMB to form Curi RMB Capital, a registered investment advisory firm with more than $11.3 billion in assets under advisement. The combined firm is headquartered in Chicago, retains leadership from both organizations, and has approximately 180 employees while positioning itself for expanded geographic reach and long-term growth.

Curvo Labs Acquires Strategic Healthcare Services, LLC

October 13, 2021

Healthcare Services

Curvo Labs, a healthcare supply chain technology company, has acquired Strategic Healthcare Services, LLC (SHS), a consulting firm focused on strategic sourcing and clinical spend management for providers and manufacturers. The acquisition will integrate SHS's advisory and analytical services into Curvo's AI-powered sourcing platform to broaden its capabilities; terms were not disclosed.