Phoenix Systems Acquisition by Delta Data, a Terminus Capital Partners Company
Phoenix is a Fintech firm whose applications process thousands of investment funds and millions of customer accounts representing nearly a half trillion in assets for clients worldwide.
BOSTON, MA and COLUMBUS, GA: GrowthPoint is thrilled and honored to have advised Phoenix Systems, Inc, a fintech firm specializing in global mutual fund transfer agent, sub-accounting, and trading software solutions, on its acquisition by Delta Data, a Terminus Capital Partners company and trusted provider of pooled fund and mutual fund software solutions. GrowthPoint’s deal team, led by Vijay Rawat and Alejandro Roessink, acted as Phoenix System’s exclusive financial advisor.
“It was a pleasure working with the Phoenix Systems’ team. This is another example of a transaction that could result in significant synergies and value creation for stakeholders.”
Vijjay Rawat, Managing Director at GrowthPoint
ABOUT DELTA DATA
Delta Data is a trusted provider of technology solutions for the mutual fund and pooled fund industry, processing trillions of dollars in assets for top financial institutions. Our industry-vetted SaaS integrated suite is trusted by four of the top 10 US banks, three of the top five US retirement recordkeepers, and 23 of the top 25 US asset managers. We empower financial companies to navigate the complex regulatory landscape and mitigate risk through efficient data management and streamlined automation. Join the ranks of industry leaders and benefit from our innovative, proven solutions.
ABOUT PHOENIX SYSTEMS, INC
Since 1981 Phoenix Systems has developed software applications for the global financial services industry. Phoenix customers include investment funds, third-party transfer agents, banks, insurance companies, investment advisers and brokers, and virtually any company that administers investment funds and their associated accounts. Phoenix applications process thousands of investment funds and millions of customer accounts representing nearly half a trillion in assets for our clients worldwide!
To read more, click here.