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Associated Press
4 days ago
- Business
- Associated Press
D.A. Davidson & Co. Acts as Exclusive Strategic and Financial Advisor to Delta Data on Their Sale to BetaNXT
NEW YORK--(BUSINESS WIRE)--Jun 4, 2025-- D.A. Davidson & Co. announced today that it served as the exclusive financial and strategic advisor to Delta Data, a provider of operational software solutions tailored for fund distributors, asset managers, and transfer agents, on their sale to BetaNXT, a provider of wealth management technology solutions backed by Clearlake Capital Group and Motive Partners. This press release features multimedia. View the full release here: D.A. Davidson & Co. announced today that it served as the exclusive financial and strategic advisor to Delta Data, backed by Terminus Capital Partners, on their Sale to BetaNXT, backed by Clearlake Capital Group and Motive Partners. 'We're grateful to Terminus Capital Partners for their steadfast support and strategic insight over the past several years,' said Cameron Routh, CEO of Delta Data. 'With their partnership, we modernized our platform, expanded globally, and built a strong foundation for growth. Joining BetaNXT enables us to bring greater scale, innovation, and long-term value to our clients — a priority that remains at the heart of everything we do. We look forward to this new phase of growth and opportunity. And many thanks to D.A. Davidson for all of their counsel and guidance — their steady hand and deep domain expertise proved instrumental to achieving this successful outcome.' Founded in 1985, Delta Data helps financial institutions simplify the complexity of the global investment fund ecosystem. Industry participants use Delta Data's software to aggregate and settle trades, manage data, ensure compliance, track expenses, and reduce back-office costs leveraging proprietary, cloud-based technology. 'We are incredibly proud of Delta Data's transformational growth over the past three and a half years — more than doubling revenue, migrating from on-premises infrastructure to the cloud, launching scalable new product offerings, and expanding into Canada and Europe,' said Alex Western, Managing Director of Terminus Capital Partners, the majority investor in Delta Data. Delta Data's technology will be integrated into BetaNXT's DataXChange platform, which facilitates streamlined and flexible data sharing among wealth management firms and their partners. The integration is expected to enhance BetaNXT's ability to address key operational pain points for a broader segment of the asset and wealth management value chain. The acquisition also positions BetaNXT to deliver a more comprehensive 'Connected Wealth' experience, helping firms to improve advisor productivity, operational efficiency, and client engagement. 'This acquisition is a great example of the growing need for integration across the asset management / wealth value chain. Providing product advantages through integrated data and functionality at a better cost of ownership is paramount to continued company progress as the market needs continue to evolve,' said Tom Selby, Managing Director, Technology Investment Banking at D.A. Davidson. 'Advising capital markets technology businesses like Delta Data on highly favorable outcomes is core to our FinTech practice. We're thrilled for the team on this strategic outcome and excited for BetaNXT as they embark on this next chapter together,' said Michael Maxworthy, Managing Director, Technology Investment Banking at D.A. Davidson. This transaction highlights the ongoing success of D.A. Davidson's Technology Investment Banking practice, which has completed 125+ transactions representing approximately $22 billion in value since 2020. D.A. Davidson's Technology Investment Banking practice has coverage of financial technology, software, tech-enabled services, and communications technology. D.A. Davidson's Investment Banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise. The group has extensive transaction experience serving middle-market clients worldwide across four industry verticals: Consumer, Diversified Industrials, Financial Institutions, and Technology. Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International. About D.A. Davidson Companies D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions, and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,600 employees and offices in 30 states. Subsidiaries include D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company. For more information, visit View source version on CONTACT: Deal Team Contacts Michael Maxworthy, Managing Director |[email protected] Tom Selby, Managing Director |[email protected] Al Sisca, Vice President |[email protected] Advisory Team Contacts Zach Rosen, Managing Director, Financial Sponsors Group |[email protected] Yaron Redlich, Managing Director, Head of Financial Sponsors Group |[email protected] Amy Johnson, Managing Director, Head of Debt Advisory |[email protected] Contact Emily Roy Prosek for D.A. Davidson (646) 818-9232 [email protected] KEYWORD: UNITED STATES NORTH AMERICA NEW YORK INDUSTRY KEYWORD: CONSULTING DATA MANAGEMENT BANKING TECHNOLOGY PROFESSIONAL SERVICES BUSINESS ASSET MANAGEMENT SOFTWARE INTERNET FINTECH FINANCE SOURCE: D.A. Davidson & Co. Copyright Business Wire 2025. PUB: 06/04/2025 10:36 AM/DISC: 06/04/2025 10:35 AM
Yahoo
4 days ago
- Business
- Yahoo
D.A. Davidson & Co. Acts as Exclusive Strategic and Financial Advisor to Delta Data on Their Sale to BetaNXT
D.A. Davidson & Co acts as exclusive strategic and financial advisor to Delta Data, backed by Terminus Capital Partners, on their Sale to BetaNXT, backed by Clearlake Capital Group and Motive Partners NEW YORK, June 04, 2025--(BUSINESS WIRE)--D.A. Davidson & Co. announced today that it served as the exclusive financial and strategic advisor to Delta Data, a provider of operational software solutions tailored for fund distributors, asset managers, and transfer agents, on their sale to BetaNXT, a provider of wealth management technology solutions backed by Clearlake Capital Group and Motive Partners. "We're grateful to Terminus Capital Partners for their steadfast support and strategic insight over the past several years," said Cameron Routh, CEO of Delta Data. "With their partnership, we modernized our platform, expanded globally, and built a strong foundation for growth. Joining BetaNXT enables us to bring greater scale, innovation, and long-term value to our clients — a priority that remains at the heart of everything we do. We look forward to this new phase of growth and opportunity. And many thanks to D.A. Davidson for all of their counsel and guidance — their steady hand and deep domain expertise proved instrumental to achieving this successful outcome." Founded in 1985, Delta Data helps financial institutions simplify the complexity of the global investment fund ecosystem. Industry participants use Delta Data's software to aggregate and settle trades, manage data, ensure compliance, track expenses, and reduce back-office costs leveraging proprietary, cloud-based technology. "We are incredibly proud of Delta Data's transformational growth over the past three and a half years — more than doubling revenue, migrating from on-premises infrastructure to the cloud, launching scalable new product offerings, and expanding into Canada and Europe," said Alex Western, Managing Director of Terminus Capital Partners, the majority investor in Delta Data. Delta Data's technology will be integrated into BetaNXT's DataXChange platform, which facilitates streamlined and flexible data sharing among wealth management firms and their partners. The integration is expected to enhance BetaNXT's ability to address key operational pain points for a broader segment of the asset and wealth management value chain. The acquisition also positions BetaNXT to deliver a more comprehensive "Connected Wealth" experience, helping firms to improve advisor productivity, operational efficiency, and client engagement. "This acquisition is a great example of the growing need for integration across the asset management / wealth value chain. Providing product advantages through integrated data and functionality at a better cost of ownership is paramount to continued company progress as the market needs continue to evolve," said Tom Selby, Managing Director, Technology Investment Banking at D.A. Davidson. "Advising capital markets technology businesses like Delta Data on highly favorable outcomes is core to our FinTech practice. We're thrilled for the team on this strategic outcome and excited for BetaNXT as they embark on this next chapter together," said Michael Maxworthy, Managing Director, Technology Investment Banking at D.A. Davidson. This transaction highlights the ongoing success of D.A. Davidson's Technology Investment Banking practice, which has completed 125+ transactions representing approximately $22 billion in value since 2020. D.A. Davidson's Technology Investment Banking practice has coverage of financial technology, software, tech-enabled services, and communications technology. D.A. Davidson's Investment Banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise. The group has extensive transaction experience serving middle-market clients worldwide across four industry verticals: Consumer, Diversified Industrials, Financial Institutions, and Technology. Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International. About D.A. Davidson Companies D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions, and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,600 employees and offices in 30 states. Subsidiaries include D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company. For more information, visit View source version on Contacts Deal Team Contacts Michael Maxworthy, Managing Director | mmaxworthy@ Tom Selby, Managing Director | tselby@ Al Sisca, Vice President | asisca@ Capital Advisory Team Contacts Zach Rosen, Managing Director, Financial Sponsors Group | zrosen@ Yaron Redlich, Managing Director, Head of Financial Sponsors Group | yredlich@ Amy Johnson, Managing Director, Head of Debt Advisory | asjohnson@ Media Contact Emily RoyProsek for D.A. Davidson(646) 818-9232eroy@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
Terminus Capital Partners Closes Fund I
ATLANTA, May 29, 2025--(BUSINESS WIRE)--Terminus Capital Partners today announced the closing of its inaugural fund, Terminus Capital Partners I. The fund, comprising diverse investors including endowments, funds of funds, and institutional wealth managers, was over-subscribed, closed at its hard cap of $250 million, and secured investor commitments in under three months. Founded in 2017 and based in Atlanta, GA, Terminus Capital Partners is a private equity firm focused on business software companies. Differentiated by its industry expertise, sourcing engine, operations approach, and buy-and-build methodology, Terminus strives to be the partner-of-choice for management teams, advisers, and limited partners in the lower middle market enterprise software sector. The firm targets majority investments in North American B2B software businesses with revenues greater than $10 million. "We are grateful for our investors' support of Fund I," commented Alex Western, Founder. "Terminus is built on the vision to be best-in-class at building select, lower middle market B2B software companies into leading, up-market enterprises. And this fund provides the capital base for us to invest behind distinctive businesses, and partner with enterprising management, to each and every day, pursue that vision." Piper Sandler & Co. private capital advisory group, Aviditi Advisors, served as the exclusive placement agent. Weil, Gotshal & Manges served as legal counsel. For more information, visit Terminus Capital Partners. View source version on Contacts Press Contact: Claudia WilliamsHead of AdministrationTerminus Capital Partners(706) 231-1204
Business Wire
29-05-2025
- Business
- Business Wire
Terminus Capital Partners Closes Fund I
ATLANTA--(BUSINESS WIRE)--Terminus Capital Partners today announced the closing of its inaugural fund, Terminus Capital Partners I. The fund, comprising diverse investors including endowments, funds of funds, and institutional wealth managers, was over-subscribed, closed at its hard cap of $250 million, and secured investor commitments in under three months. Founded in 2017 and based in Atlanta, GA, Terminus Capital Partners is a private equity firm focused on business software companies. Differentiated by its industry expertise, sourcing engine, operations approach, and buy-and-build methodology, Terminus strives to be the partner-of-choice for management teams, advisers, and limited partners in the lower middle market enterprise software sector. The firm targets majority investments in North American B2B software businesses with revenues greater than $10 million. 'We are grateful for our investors' support of Fund I,' commented Alex Western, Founder. 'Terminus is built on the vision to be best-in-class at building select, lower middle market B2B software companies into leading, up-market enterprises. And this fund provides the capital base for us to invest behind distinctive businesses, and partner with enterprising management, to each and every day, pursue that vision.' Piper Sandler & Co. private capital advisory group, Aviditi Advisors, served as the exclusive placement agent. Weil, Gotshal & Manges served as legal counsel. For more information, visit Terminus Capital Partners.
