Tracked deals
10
10 tracked deals across 2020-2025.
Private Equity Firm
Financial Services
Motive Partners
New York, New York, United States
Motive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services. The firm invests across banking & payments, capital markets, AI/data & analytics, insurance, and wealth/asset management, using an Investor/Operator/Innovator (IOI) operating model with offices in New York City, London, and Berlin.
- Focus Areas
- Banking & Payments, Capital Markets, AI, Data & Analytics
- Website
- motivepartners.com
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Buyout
5 buyout · 2 addon · 2 growth capital
Motive Partners Acquisition Volume by Year
Last 5 years
Supporting Data
Recent Transactions
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October 28, 2025
- Buyer
- Motive Partners
- Target
- Electric Mind
- Industry
- IT Services
- Location
- Canada
- Type
- Growth capital
Motive Partners, a private investment firm focused on fintech and technology-enabled business services, announced a $100 million strategic investment in Electric Mind. The funding is intended to deepen Electric Mind’s AI and data engineering capabilities and accelerate its U.S. expansion while supporting next-generation solutions for financial institutions, especially in wealth and alternative investments.
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May 23, 2025
- Buyer
- BetaNXT, Clearlake Capital Group, Motive Partners
- Target
- Delta Data
- Industry
- Software
- Location
- Georgia, United States
- Type
- Addon
Certain affiliates of BetaNXT have acquired Delta Data, a Columbus, Georgia-based provider of operational software for mutual funds, transfer agents and asset managers. The acquisition will integrate Delta Data's capabilities (trade management, mutual fund sub-accounting, transfer agent functionality and revenue/fee management) into BetaNXT's DataXChange to expand its wealth management technology platform.
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- Buyer
- Athene, Motive Partners, Apollo Global Management
- Target
- Advantage Retirement Solutions (ARS)
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Athene, Motive Partners and Apollo have invested in and acquired Advantage Retirement Solutions (ARS) to accelerate availability of in-plan guaranteed-income (annuity) offerings for employer-sponsored defined-contribution plans. The deal will leverage ARS’s Lifetime Income Builder technology to expand buyers’ capability to integrate lifetime income solutions into 401(k) and other DC plans and speed distribution to plan sponsors and participants.
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- Buyer
- Motive Partners, Intermediate Capital Group (ICG)
- Target
- With Intelligence
- Industry
- Data & Analytics
- Location
- United Kingdom
- Type
- Buyout
Funds advised by Motive Partners have acquired a majority stake in With Intelligence, a provider of investment data and analytics for the asset management industry. Intermediate Capital Group (ICG) will remain a shareholder and invest alongside Motive; the investment will accelerate With Intelligence's data strategy, product development and expansion into new asset classes.
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- Buyer
- BetaNXT, Clearlake Capital Group, Motive Partners
- Target
- Mediant Communications
- Seller
- Argentum
- Industry
- Software
- Location
- New York, United States
- Type
- Addon
Certain affiliates of BetaNXT, the Clearlake Capital- and Motive Partners-backed wealth management software platform, have acquired Mediant Communications, a provider of investor communications technology and technology-enabled solutions. The acquisition will expand BetaNXT's wealth management platform by adding investor communications and proxy solutions, integrating Mediant's digital-forward capabilities into BetaNXT's suite of front-, middle- and back-office offerings.
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- Buyer
- Charlesbank Capital Partners, Motive Partners
- Target
- Accordion
- Seller
- FFL Partners
- Industry
- Consulting
- Location
- New York, United States
- Type
- Growth capital
Charlesbank Capital Partners and Motive Partners have completed a majority growth investment in Accordion, a New York–based financial and technology consulting firm focused on the Office of the CFO. FFL Partners exited its investment after a nearly four-year partnership that helped Accordion scale through hires and three strategic acquisitions; financial terms were not disclosed.
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July 1, 2022
- Buyer
- Clearlake Capital Group, L.P., Motive Partners
- Target
- BETA+, BETA, Maxit, Digital Investor
- Seller
- London Stock Exchange Group (LSEG)
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Clearlake Capital and Motive Partners agreed to acquire the BETA+ assets (BETA, Maxit, and Digital Investor) from London Stock Exchange Group and have completed the transaction, launching the combined business as BetaNXT. The Sponsors will operate BetaNXT as a standalone wealth management technology platform and pursue a buy-and-build strategy supported by a long-term strategic partnership with LSEG for data and content.
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March 22, 2022
- Buyer
- Forge Global Holdings, Inc., Motive Capital Corp
- Target
- Forge Global, Inc.
- Industry
- IT Services
- Location
- California, United States
- Type
- Buyout
Forge Global Holdings, Inc. (NYSE: FRGE) completed its business combination with Motive Capital Corp, a special purpose acquisition company sponsored by affiliates of Motive Partners. The combined company began trading on the NYSE on March 22, 2022 under the ticker FRGE (and warrants FRGE WS).
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February 2, 2021
- Buyer
- Motive Partners, Clearlake Capital, Accenture, Citi Ventures, Fiserv
- Target
- InvestCloud
- Industry
- Cloud & SaaS
- Location
- California, United States
- Type
- Buyout
Funds advised by Motive Partners and Clearlake Capital acquired an 80% stake in InvestCloud and combined it with Motive portfolio companies Finantix and Tegra118 to create a global, next-generation SaaS wealth solutions platform. Co-investors in the transaction included Accenture, Citi Ventures and Fiserv; the combined InvestCloud Group will target global wealth managers, private banks and asset managers with an integrated cloud-native offering.
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February 19, 2020
- Buyer
- Motive Partners
- Target
- Tegra118 (formerly Fiserv Investment Services)
- Seller
- Fiserv, Inc.
- Industry
- Financial Services
- Location
- Wisconsin, United States
- Type
- Divestiture
Motive Partners acquired a majority interest in Fiserv’s Investment Services business, with Fiserv retaining a 40% equity stake. The business was rebranded as Tegra118 and will be led by Cheryl Nash as CEO while Motive Partners will focus on modernizing the platform and investing in growth and integrated solutions.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
3 tracked deals by Motive Partners.
IT Services Buyers & Acquisitions
2 tracked deals by Motive Partners.
Software Buyers & Acquisitions
2 tracked deals by Motive Partners.
Cloud & SaaS Buyers & Acquisitions
1 tracked deal by Motive Partners.
Acquisitions in New York
3 tracked deals by Motive Partners.
Acquisitions in California
2 tracked deals by Motive Partners.
Acquisitions in Georgia
1 tracked deal by Motive Partners.
Acquisitions in Wisconsin
1 tracked deal by Motive Partners.
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