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ACA NorthPoint

February 2020

CG Petsky Prunier Advises ACA Compliance on Its Sale of NorthPoint Technology to Portfolio BI, a portfolio company of Credit Suisse Asset Management's NEXT Investors

CG Petsky Prunier is pleased to announce that it has advised Starr Holdings-backed ACA Compliance on the sale of its NorthPoint product suite and technology consulting practice to a new business intelligence company, Portfolio BI, a portfolio company of Credit Suisse Asset Management's NEXT Investors, a leading Fintech growth equity group.  ACA Compliance Group, a leading global provider of governance, risk, and compliance advisory services and technology solutions, will retain its RegTech solutions, including ComplianceAlpha┬« and its Regulatory Reporting software, and will partner with Portfolio BI to service mutual clients.

NorthPoint Technology was founded in 2003 and acquired by ACA in 2014. Its product suite includes mission-critical financial software and services to leading investment management firms. NorthPoint offers an Investment Management suite, which includes an Order Management System (OMS), Portfolio Management, Data Warehouse, Security Master, and Price Master.  NorthPoint also offers a full suite of professional services and has provided solutions to more than 150 investment managers.

Credit Suisse Asset Management's NEXT Investors identifies minority growth equity investment opportunities in private technology and services companies globally where the team has domain expertise and actionable edge. The team's portfolio comprises high-growth private businesses that interact with the financial services industry across sectors including Market Structure, Financial Technology, Enterprise Software, Data Analytics and Specialty Finance.

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