Overview of Transaction

• On October 2, 2020, Featheringill Capital announced it has entered into an agreement to acquire a majority interest in InvestEdge, a leading provider of compliance software to financial institutions
• InvestEdge serves bank and trust institutions with software for compliance, portfolio management, and UMA accounting
• InvestEdge’s software allows wealth managers to tie any data source into portfolio accounting, while providing deep visibility to a bank’s risk and compliance teams

Significance of Transaction

• The acquisition will allow InvestEdge to better serve its customers with enhanced products and support, and creates significant liquidity for existing shareholders
• Featheringill Capital will provide InvestEdge with access to capital and strategic support for continued growth

FT Partners' Role

• FT Partners served as the exclusive strategic and financial advisor to InvestEdge and its board of directors
• FT Partners previously advised InvestEdge on its $5 million debt round with Vistara Capital Partners in 2017
• This transaction highlights FT Partners’ deep domain expertise within Capital Markets Tech, as well as its successful track record generating highly favorable outcomes for FinTech companies globally