Intelligent Fin.tech Issue 16 | Page 52

CLOUD SOLUTIONS

THOMA BRAVO COMPLETES STRATEGIC INVESTMENT IN BLUEMATRIX

Thoma Bravo , a leading software investment firm , has announced the completion of its strategic growth investment in BlueMatrix , a leading end-to-end content creation and distribution platform for investment research providers .

Founded in 1999 , BlueMatrix ’ s best-inclass investment research and publishing platform provides investment banks and research analysts with a comprehensive solution across the highly regulated investment research production workflow . Thoma Bravo ’ s investment is expected to enable BlueMatrix to accelerate global growth and innovation .
“ We are thrilled to begin working with Thoma Bravo to accelerate our momentum as we continue to provide unmatched solutions to our clients around the world ,” said Patricia Horotan , CEO of BlueMatrix . “ By combining Thoma Bravo ’ s strategic and operational competencies with our team ’ s track record and culture of innovation , we are now in an even better position to grow our global market leadership position .”
“ BlueMatrix ’ s fully integrated , cloudbased solutions meet the critical needs of investment banks and research analysts working within the highly regulated investment research industry ,” said Adam Solomon , a Partner at Thoma Bravo . “ We are excited to leverage our deep sector expertise to support BlueMatrix as the company continues to revolutionise investment research workflow through continued innovation .”
“ We have long been impressed by Patricia and her team ’ s leadership and creation of a world-class investment research and publishing platform ,” said Chandler Gay , a Vice President at Thoma Bravo . “ We look forward to supporting
BlueMatrix as the company continues to broaden and strengthen its product offerings .”
Debt financing for the transaction was provided by Golub Capital . Kirkland &
Ellis LLP served as legal advisor to Thoma Bravo and Raymond James served as financial advisor . Mintz , Levin , Cohn , Ferris , Glovsky and Popeo , P . C . served as legal advisor and Stifel served as financial advisor to BlueMatrix . �
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