Overview of Transaction

• On July 23, 2024, Docupace announced a majority investment from Genstar Capital
• Founded in 2002, Docupace is a leading software provider focused on digitizing and automating solutions in the financial advice and investment industry
• Financial services firms use Docupace’s cloud-based, integrated software platform to reduce back-office expenses, improve efficiency, strengthen recruiting and enhance the experience of advisors and investors
• Docupace serves some of the largest independent broker-dealers and RIAs within the industry
• The transaction is expected to close in the third quarter of 2024

Significance of Transaction

• Genstar’s majority ownership will leverage its significant industry expertise in financial services and software – particularly within WealthTech and adjacent sectors – to help support and guide Docupace through its next phase of growth
• FTV Capital (“FTV”), which made a growth investment in the company in 2020, will remain a minority investor in Docupace

FT Partners' Role

• FT Partners served as the exclusive financial and strategic advisor to Docupace
• This transaction highlights FT Partners’ domain expertise in the WealthTech space, along with our successful track record generating highly favorable outcomes for high-growth FinTech companies