Tracked deals
8
8 tracked deals across 2020-2025.
Public Company
Financial Services
SS&C Technologies
Windsor, Connecticut, United States
SS&C Technologies provides software, technology-enabled services, and outsourcing solutions to financial services and healthcare organizations worldwide. Its offerings support investment and wealth management, fund administration, insurance, and healthcare operations.
- Focus Areas
- Fund administration, Investor and wealth management technology, Asset management software and services
- Website
- ssctech.com
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Buyout
7 buyout · 1 growth capital
SS&C Technologies Acquisition Volume by Year
Last 5 years
Supporting Data
Recent Transactions
-
November 12, 2025
- Buyer
- SS&C Technologies Holdings, Inc.
- Target
- Curo Fund Services
- Seller
- Joint venture between Sanlam and Old Mutual
- Industry
- Financial Services
- Location
- South Africa
- Type
- Buyout
SS&C Technologies Holdings has completed its acquisition of Curo Fund Services, a South African provider of fund administration solutions, from a Sanlam and Old Mutual joint venture. The deal expands SS&C’s South Africa footprint and integrates Curo into its Global Investor & Distribution Solutions group led by Nick Wright.
-
October 14, 2025
- Buyer
- SS&C Technologies Holdings, Inc.
- Target
- Calastone
- Seller
- Carlyle
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
SS&C Technologies Holdings has completed its acquisition of Calastone from global investment firm Carlyle for about £766 million (approximately US$1.03 billion), subject to adjustments. Calastone’s technology and global funds network will be integrated into SS&C’s Global Investor & Distribution Solutions team.
-
September 12, 2024
- Buyer
- SS&C Technologies Holdings, Inc.
- Target
- Battea-Class Action Services, LLC
- Seller
- TowerBrook Capital Partners L.P.
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Buyout
SS&C Technologies Holdings has signed a definitive agreement to acquire Battea-Class Action Services for approximately $670 million, subject to adjustments. The deal expands SS&C’s securities class action claims management and settlement recovery capabilities. SS&C subsequently completed the acquisition in late September 2024.
-
- Buyer
- SS&C Technologies Holdings, Inc.
- Target
- Complete Financial Ops, Inc. (CFO Fund Services)
- Seller
- Complete Financial Ops, Inc., Tiffany Cholez (Founder and CEO)
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Buyout
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.
-
December 21, 2021
- Buyer
- SS&C Technologies Holdings, Inc., Siris Capital Group, LLC
- Target
- Equiniti, American Stock Transfer & Trust Company (AST)
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
SS&C Technologies has made a strategic minority investment in the newly formed company combining Equiniti and American Stock Transfer & Trust Company (AST), a business recently acquired by affiliates of Siris Capital Group. The investment joins SS&C with Siris and other investors to create a leading international provider of shareholder, transfer agent and regulatory technology and to explore commercial and product partnerships across the combined business.
-
December 9, 2021
- Buyer
- SS&C Technologies Holdings, Inc.
- Target
- Hubwise Holdings Limited
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Buyout
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.
-
December 16, 2020
- Buyer
- SS&C Technologies Holdings, Inc.
- Target
- Millennium Consulting Services, LLC, Millennium Seminar Services, LLC
- Industry
- Consulting
- Location
- North Carolina, United States
- Type
- Buyout
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.
-
May 18, 2020
- Buyer
- SS&C Technologies Holdings, Inc.
- Target
- Innovest Systems
- Industry
- Cloud & SaaS
- Location
- New York, United States
- Type
- Buyout
SS&C Technologies Holdings, Inc. completed the acquisition of Innovest Systems, a provider of web-based trust accounting, payments and unique asset servicing technology. The deal adds Innovest's InnoTrust product suite and more than 150 employees across New York, California and Texas, broadening SS&C's wealth management technology and managed-services capabilities.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
6 tracked deals by SS&C Technologies.
Cloud & SaaS Buyers & Acquisitions
1 tracked deal by SS&C Technologies.
Consulting Buyers & Acquisitions
1 tracked deal by SS&C Technologies.
Acquisitions in New York
2 tracked deals by SS&C Technologies.
Acquisitions in Colorado
1 tracked deal by SS&C Technologies.
Acquisitions in Connecticut
1 tracked deal by SS&C Technologies.
Acquisitions in North Carolina
1 tracked deal by SS&C Technologies.
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