Access SaaS Private Company Survey Results

On July 31, 2024, KeyBanc Capital Markets (KBCM) successfully advised GrowthCurve Capital, LP (GrowthCurve) on its acquisition of PureFacts Financial Solutions Inc. (PureFacts or the Company). KBCM was retained as Exclusive Buy-Side Advisor due to its industry-leading fintech and WealthTech sector expertise, strong relationship with PureFacts, and strong M&A capabilities.

PureFacts is an award-winning software as a service (SaaS) provider of end-to-end revenue management solutions for the investment industry. PureFacts helps some of the largest and most recognizable wealth management, asset management, and asset servicing firms manage and grow their revenues. The Company enables its customers to calculate, collect, distribute, incentivize, and optimize their revenues through PureFacts’ AI-enriched fees engine, incentive compensation application, and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts is headquartered in Toronto, Canada.

Founded in 2020 and headquartered in New York, GrowthCurve is a leading private equity firm focused on data-rich, control-oriented investments primarily across the technology and information services, healthcare, and financial services sectors. With more than $1.4 billion in assets under management, GrowthCurve is focused on building businesses by leveraging data, analytics, and machine learning, combined with a comprehensive approach to human capital, to accelerate growth and drive long-term value.

In March 2024, KeyBanc Capital Markets (KBCM) successfully advised Codefresh, Inc. (Codefresh), a provider of next-generation software for automating software deployments, on its sale to Octopus Deploy, Pty. Ltd. (Octopus Deploy), a portfolio company of Insight Partners. KBCM served as Exclusive Financial Advisor on the transaction.

Codefresh provides a next-generation software as a service (SaaS) platform to help developers build and release code more frequently. The Company’s continuous integration/continuous deployment (CI/CD) platform is built for modern applications and gives developers the control, stability, and confidence they need to build and release software more frequently. Codefresh is trusted by more than 125 forward-thinking companies and is based in Mountain View, California, and Israel.

Octopus Deploy provides universal deployment automation solutions that enable software teams to easily handle complex deployments. Octopus efficiently orchestrates software delivery across multi-cloud, Kubernetes, data centers, and hybrid environments, whether containerized modern apps or heritage applications. Octopus Deploy was founded in South Brisbane, Australia, and is trusted by over 4,000 organizations and 350,000 users worldwide, with backing from Insight Partners, a leading software investment firm.

KeyBanc Capital Markets (KBCM) served as Co-Manager on the $166.75 million Follow-On Offering of 5,750,000 shares, including overallotment, of Squarespace, Inc. (Squarespace or the Company).

Squarespace's (NYSE: SQSP) domains, website, marketing, and social media management tools provide an online presence with best-in-class design and a consistent brand experience. The Company’s commerce solutions include tools for selling digital content, classes, appointments, reservations, physical goods, and more. Squarespace facilitates an intuitive, seamless user experience across products and provides a unified view of analytics. KBCM previously acted as an advisor for the Company’s direct listing in 2021.

KeyBanc Capital Markets served as a Co-Manager on the $5.2 billion Initial Public Offering of 102,500,000 shares, including over-allotment, of Arm Holdings plc (Arm or the Company).

Arm (NASDAQ: ARM) builds, develops, and licenses high-performance, low-cost, and energy-efficient central processing unit (CPU) products and related technology. The Company's primary product offerings are CPU products that address diverse performance, power, and cost requirements. Complementary design offerings across graphics processing units, System IP, and compute platforms are also available and enable high-performance, reliable, system-level creation for a wide range of increasingly sophisticated devices and applications. Arm operates in the United States, the People's Republic of China, Taiwan, South Korea, and elsewhere internationally.