Selected Transactions    

 

Acquirer / Lead Investor

  Portico served as M&A or financial advisor on the following selected transactions. For more information on the transactions and Portico’s role, please click on the logos.

 

 

Company Acquired / Issuer

  Investment in CSIdentity led by Investcorp Technology Partners
CSIdentity is the technology leader in providing identity theft and fraud protection services to businesses and consumers.  Founded in 2005, The Austin, Texas-based company offers a comprehensive suite of business and personal security solutions targeting all aspects of identity theft.
 
  Acquisition of Vista Research by Guidepoint Global
Vista Research is a pioneer in the expert network field supporting institutional money managers, corporations, and legal & consulting firms. The Company provides its clients with an efficient and unique opportunity to gain direct insight into a particular company or industry by connecting its clients with members of a global network of leading experts and prominent industry professionals.
 
  Acquisition of IntegraScreen's Enhanced Due Diligence Business by World-Check
IntegraScreen offers enhanced due diligence reports specifically designed to provide Know Your Customer and business partner screening that meets Anti Money Laundering, anti corruption and Counter Financing of Terrorism compliance obligations such as those required under the Foreign Corrupt Practices Act, Sarbanes-Oxley Act and the USA Patriot Act.
 
  Acquisition of HireRight by USIS
HireRight is a leading provider of on-demand employment background and drug screening solutions that help employers efficiently implement, manage and control screening programs. 
 
  Acquisition of Purisma by Dun & Bradstreet
Purisma is a leading provider of a solutions-driven master data management (MDM) platform for enterprises.  With Purisma's incremental approach, enterprises can achieve unprecedented accuracy, validation, and alignment of data across multiple applications and external data sources.
 
  Significant Investment in Argus led by Oak Investment Partners
Argus provides information, scoring solutions and advisory services to financial institutions, assisting them in making marketing and risk management decisions. Argus helps these institutions manage the tradeoffs among price, product, risk, and customer behavior along the customer lifecycle to increase profitability.
 
  Acquisition of LiveDeal by YP Corp.
LiveDeal is one of the leading providers of online local classifieds and Yellow Pages marketplaces through its website www.livedeal.com. LiveDeal's robust online local classifieds marketplace features more than a million goods and services listed for sale, in every city and zip code across the U.S.
 
  Significant Investment in World-Check led by Spectrum Equity Investors
World-Check is the leading provider of structured intelligence on heightened risk individuals and entities. The Company's global database is utilized as an integral part of its clients’ customer due diligence efforts both at the point of new account origination as well as for ongoing screens of existing customer lists.
 
  Series C Preferred Investment in HealthEquity by Berkley Capital Investors
HealthEquity is a consumer-focused health care services company that enables health insurers, benefits administrators, employers, and financial institutions to provide employees and consumers with a personal savings and payment account integrated into their health plan’s claims platform.
 
  Acquisition of Qsent by TransUnion
Qsent is a leading provider of contact and identity management services, which support customer acquisition and retention, collections and recovery, and identity resolution applications.
 
  Acquisition of Language Analysis Systems by IBM
LAS technology allows organizations to increase business insight by enabling a precise, real-time view into the linguistic and cultural properties of names and facilitates a range of solutions.
 
  Acquisition of InfoLink Screening Services by Kroll
InfoLink Screening Services is a leading provider of employment background checks, drug testing, physical exams and Form I-9 eSolutions to clients in the hospitality, retail, healthcare, and employment sectors.
 
  Acquisition of AdminiSource by Metavante
AdminiSource provides customized payment distribution services, both print/mail and electronic, along with other applications including: ID cards, billing statements, correspondence and fulfillment services.
 
  Acquisition of Creditek by Genpact
Creditek is a leader in revenue cycle management, order-to-cash and business process outsourcing solutions for major corporations and healthcare companies.
 
  Acquisition of S2 Systems by Transaction Systems Architects
S2 Systems is a global provider of electronic payments and network connectivity software with significant presence in Europe, Middle East and Asia-Pacific.
 
  Acquisition of ClearCommerce by eFunds
ClearCommerce is the leading provider of CNP fraud prevention and payment processing solutions to merchants and service providers in the U.S. and Europe.
 
  Acquisition of SmartDM by Acxiom
SmartDM is a full-service direct marketing agency that offers comprehensive direct marketing services and information management for mid-sized companies.
 
  Acquisition of Prime Associates by Metavante
Prime Associates is a leading international provider of software, data, and services that address the regulatory and compliance mandate of financial institutions.
 
  Acquisition of OneSource by infoUSA
OneSource, a recognized leader in business information solutions, delivers unparalleled company, executive, and industry intelligence that make business professionals more effective and productive in completing their critical daily tasks.
 
  Series A Preferred Investment in Austin Logistics led by Baird Venture Partners
Austin Logistics is trusted by many of the world's largest financial services companies to dramatically increase the value of customer interactions, to simplify operations, and to help achieve business-specific objectives in the areas of collections, risk management, and customer service.
 
  Series A Preferred Investment in GTESS led by General Catalyst Partners
GTESS Corporation provides claims processing-related business process outsourcing solutions for the healthcare administrative services market, enabling managed care organizations and benefits administrators (payers) to reduce costs and improve the quality of their operations.
 
  Series C Preferred Investment in Capital IQ led by Constellation Ventures
Capital IQ is an integrated market intelligence and technology solution provider that enables corporate finance professionals to increase revenues, reduce expenses and be more productive.
 
  Series B Preferred Investment in Upromise led by Hellman & Friedman
Upromise provides services that facilitate families to save money for child’s college education. It offers Rewards Service, which enables members to save a percentage of their spending with companies in America.
 
  Acquisition of National Computer Systems by Pearson
National Computer Systems develops enterprise application software for the administration and management of curriculum, student instruction, and financial data at the classroom, school, district, and state levels.
 
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