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FT Partners Advises InvestEdge on its Sale to Featheringill Capital

Overview of Transaction

  • On October 2, 2020, Featheringill Capital announced it has entered into an agreement to acquire a majority interest in InvestEdge, a leading provider of compliance software to financial institutions
  • InvestEdge serves bank and trust institutions with software for compliance, portfolio management, and UMA accounting
  • InvestEdge’s software allows wealth managers to tie any data source into portfolio accounting, while providing deep visibility to a bank’s risk and compliance teams

Significance of Transaction

  • The acquisition will allow InvestEdge to better serve its customers with enhanced products and support, and creates significant liquidity for existing shareholders
  • Featheringill Capital will provide InvestEdge with access to capital and strategic support for continued growth

FT Partners' Role

  • FT Partners served as the exclusive strategic and financial advisor to InvestEdge and its board of directors
  • FT Partners previously advised InvestEdge on its $5 million debt round with Vistara Capital Partners in 2017
  • This transaction highlights FT Partners’ deep domain expertise within Capital Markets Tech, as well as its successful track record generating highly favorable outcomes for FinTech companies globally