Docupace宣布获得Genstar Capital的战略性多数股权投资-动脉网

Docupace Announces Strategic Majority Investment from Genstar Capital

vcaonline 等信源发布 2024-07-24 00:12

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Docupace Announces Strategic Majority Investment from Genstar CapitalInvestment Empowers Next Stage of Growth and Innovation for Leading Software Platform Focused on Digitizing Wealth Management OperationsHOLMDEL, N.J., July 23, 2024-- Docupace, a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors, today announced a strategic majority investment from Genstar Capital ('Genstar'), a leading private equity firm focused on investments in targeted segments of the financial services, software, industrials and healthcare industries..

Docupace宣布Genstar CapitalInvestment的战略多数股权投资将为专注于财富管理运营数字化的领先软件平台带来下一阶段的增长和创新。新泽西州霍尔德尔，2024年7月23日——Docupace是一家领先的软件提供商，旨在简化财富管理企业和财务顾问的后台运营，今天宣布Genstar Capital（“Genstar”）的战略多数股权投资，Genstar Capital是一家领先的私募股权公司，专注于金融服务、软件、工业和医疗保健行业的目标细分市场的投资。。

'Genstar's investment is a testament to our belief that Docupace is transforming how critical work – new account opening, client onboarding, workflow, compliance, compensation, advisor transitions, data gathering and client engagement – gets done in wealth management enterprises,' said Docupace Chief Executive Officer David Knoch.

“Genstar的投资证明了我们的信念，即Docupace正在改变财富管理企业的关键工作——新账户开设、客户入职、工作流程、合规性、薪酬、顾问过渡、数据收集和客户参与程度，”Docupace首席执行官大卫·诺克（DavidKnoch）说。

'We are excited to welcome Genstar as a strategic investor as we further improve the operational experience for clients, financial advisors, their staff, and home office team members. This recapitalization positions Docupace to continue leading the back-office revolution and to seize the substantial growth potential that lies ahead.'.

“随着我们进一步改善客户、财务顾问、员工和内政部团队成员的运营经验，我们很高兴欢迎Genstar成为战略投资者。此次资本重组使Docupace能够继续领导后台革命，并抓住未来的巨大增长潜力。”。

This significant investment makes Genstar the majority investor of the fast-growing technology innovator. FTV Capital ('FTV'), which made a growth investment in the company in 2020, will remain a minority investor in Docupace.

这项重大投资使Genstar成为这家快速增长的技术创新者的主要投资者。FTV Capital（“FTV”）于2020年对该公司进行了增长投资，将继续作为Docupace的少数投资者。

'We've been following Docupace's transformation for several years, and we are proud to partner with Docupace and its management team on the next chapter of growth,' said Sid Ramakrishnan, Director at Genstar Capital. 'The wealth management ecosystem is highly and ever-increasingly complex, and firms need scalable operations that serve financial advisors and their clients.

Genstar Capital董事希德·拉马克里希南（SidRamakrishnan）说，我们一直在关注Docupace的转型，多年来，我们很自豪能与Docupace及其管理团队合作，开启下一个增长篇章财富管理生态系统高度且日益复杂，公司需要可扩展的运营，为财务顾问及其客户服务。

Docupace has a proven track record of delivering purpose-built software solutions that transform the operations of the back-office. We look forward to partnering with David and his team to advance Docupace's platform and accelerate growth, both organically and inorganically, and to continue delivering value to clients.'.

Docupace在提供专门构建的软件解决方案方面有着良好的业绩记录，这些解决方案可以改变后台的运营。我们期待着与David及其团队合作，推动Docupace平台的发展，加速有机和无机增长，并继续为客户提供价值。”。

Under FTV's ownership, Docupace has grown into the leading platform for wealth management operations. Each workday, more than 130,000 electronic documents are processed and delivered, more than 62,000 work items are completed and nearly 10,000 new client accounts are opened using Docupace products and solutions.

在FTV的所有权下，Docupace已发展成为领先的财富管理运营平台。每个工作日，处理和交付了130000多份电子文档，完成了62000多个工作项，并使用Docupace产品和解决方案开立了近10000个新客户账户。

With the acquisitions of jaccomo and PreciseFP in 2021, the company expanded its platform solutions into compensation, compliance, and digital client data gathering, respectively..

随着2021年收购jaccomo和PreciseFP，该公司将其平台解决方案分别扩展到薪酬、合规和数字客户数据收集。。

This transformation has generated significant accolades and attention. In the first half of 2024, Docupace was named Best Onboarding Product by WealthTech Americas; won gold, silver and bronze at the 2024 Stevie Awards, and was named finalist twice – Best-as-a-Service Solution at the Banking Tech USA Awards and WealthTech of the Year at the 2024 InvestmentNews Awards..

这一转变引起了极大的赞誉和关注。2024年上半年，Docupace被WealthTech Americas评为最佳入职产品；在2024年史蒂维奖（Stevie Awards）上获得金、银和铜牌，并两次入围决赛——美国银行科技奖（Banking Tech USA Awards）的最佳服务解决方案和2024年投资新闻奖（InvestmentNews Awards）的年度财富科技奖（WealthTech）。。

'It has been incredible to partner with David, Michael (founder) and the team on Docupace's momentous journey of growth and transformation,' said Robert Anderson, partner at FTV Capital. 'Over the last four years, we've built a world-class organization that has driven consistent growth and meaningfully enhanced the Docupace platform to serve an expanding client base.

FTV Capital合伙人罗伯特·安德森（RobertAnderson）说，在Docupace的重要成长和转型之旅中，与David、Michael（创始人）和团队合作令人难以置信在过去的四年中，我们建立了一个世界级的组织，推动了持续的增长，并有意义地增强了Docupace平台，以服务于不断扩大的客户群。

Docupace has become synonymous with the 'digital back-office' across the wealth management landscape, and we can't wait to celebrate many more exciting milestones in the years ahead.'.

在整个财富管理领域，Docupace已经成为“数字后台”的代名词，我们迫不及待地要庆祝未来几年更多激动人心的里程碑。”。

Financial Technology Partners (FT Partners) served as exclusive financial advisor and Gibson Dunn served as legal counsel to Docupace. RBC Capital Markets served as financial advisor and Ropes and Gray served as legal counsel to Genstar. The transaction is expected to close in the third quarter of 2024, subject to the receipt of regulatory approvals and the satisfaction of other closing conditions.

金融技术合作伙伴（FT Partners）担任独家财务顾问，吉布森·邓恩（Gibson Dunn）担任Docupace的法律顾问。RBC Capital Markets担任Genstar的财务顾问和Ropes，Gray担任法律顾问。该交易预计将于2024年第三季度完成，前提是获得监管部门的批准并满足其他交割条件。

The terms of the transaction were not disclosed..

交易条款未披露。。

About Docupace

关于Docupace

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.

Docupace是一家解决方案提供商，专注于金融咨询和投资行业的数字化和自动化运营。金融服务公司使用Docupace平台（基于云的集成软件套件）来减少后台费用，提高效率，加强招聘，并增强顾问和投资者的体验。

With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry..

Docupace总部位于新泽西州的Holmdel，能够为金融服务业中一些最大的独立经纪人和注册投资顾问（RIA）提供服务，我们感到非常自豪。。

For more information, please visit www.docupace.com.

有关更多信息，请访问www.docupace.com。

About Genstar Capital

关于Genstar Capital

Genstar Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high-quality companies for over 30 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of strategic advisors to transform its portfolio companies into industry-leading businesses.

Genstar Capital（www.gencap.com）是一家领先的私人股本公司，30多年来一直在积极投资高质量的公司。Genstar总部位于旧金山，与管理团队和战略顾问网络合作，将其投资组合公司转变为行业领先企业。

Genstar currently has approximately $49 billion of assets under management and targets investments focused on targeted segments of the financial services, industrials, software, and healthcare industries..

Genstar目前管理着大约490亿美元的资产，目标投资集中在金融服务、工业、软件和医疗保健行业的目标细分市场。。

About FTV Capital

关于FTV Capital

FTV Capital is a sector-focused growth equity investment firm that has raised $6.2 billion to invest in high-growth companies offering a range of innovative solutions in enterprise technology and services and financial technology and services. FTV's experienced team leverages its domain expertise and proven track record in each of these sectors to help motivated management teams accelerate growth.

FTV Capital是一家专注于行业的成长型股权投资公司，已筹集62亿美元投资于高成长性公司，为企业技术和服务以及金融技术和服务提供一系列创新解决方案。FTV经验丰富的团队利用其在各个领域的专业知识和可靠的业绩记录，帮助积极进取的管理团队加速增长。

FTV also provides companies with access to its Global Partner Network®, a group of the world's leading enterprises and executives who have helped FTV portfolio companies for two decades. Founded in 1998, FTV Capital has invested in over 140 portfolio companies, including Derivative Path, EBANX, Masttro, Patra, True Potential and Vagaro, and successfully exited/partially exited companies including Centaur (acquired by Waystone Group), Enfusion, Globant, InvestCloud (recapitalized), Strata Fund Solutions (acquired by Alter Domus), Tango Card (acquired by Blackhawk Network) and VPay (acquired by Optum).

FTV还为公司提供了访问其全球合作伙伴网络®（Global Partner Network®）的途径，该网络是一个由全球领先企业和高管组成的团队，他们在二十年来一直为FTV投资组合公司提供帮助。FTV Capital成立于1998年，已投资140多家投资组合公司，包括Derivative Path、EBANX、Masttro、Patra、True Potential和Vagaro，并成功退出/部分退出公司，包括Centaur（被Waystone Group收购）、Enfusion、Globant、InvestCloud（资本重组）、Strata Fund Solutions（被Alter Domus收购）、Tango Card（被Blackhawk Network收购）和VPay（被Optum收购）。

FTV has offices in New York, San Francisco, Connecticut and London..

FTV在纽约、旧金山、康涅狄格州和伦敦设有办事处。。

For more information, please visit www.ftvcapital.com and follow the firm on LinkedIn.Contact:

欲了解更多信息，请访问www.ftvcapital.com并在LinkedIn上关注该公司。联系人：

Media Contacts:

媒体联系人：

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