FIRM RECORD
Morgan Stanley.
11 deals in the register, newest first — each row labelled with the firm's role.
Chime Financial / Stride Bank, N.A. BUY SIDEFinTechBanking & LendingSEP 14
Federally chartered community bank providing consumer and commercial banking, payments, and specialized fintech sponsor-banking services, he
Bending Spoons / Miro SELL SIDEHorizontal SaaSCollaboration & CommunicationsSEP 10Infinite-canvas visual collaboration platform used by product managers, designers and engineers at over 250,000 organizations for brainstorm
Envestnet / Vestmark BUY SIDEFinTechWealth ManagementSEP 10Portfolio management, trading, and tax-transition SaaS platform for wirehouses, broker-dealers, and wealth management firms; supports more t
BitGo Holdings, Inc. / NYDIG Institutional Trading Business INVESTEDFinTechCapital Markets & TradingAUG 27Institutional bitcoin spot and derivatives trading, structuring, and financing platform serving asset managers, hedge funds, corporations, a
Genstar Capital; Stone Point Capital / Ascensus BUY SIDEFinTechFund Administration & Private MarketsAUG 25Retirement plan recordkeeping, third-party administration, and 529/ABLE savings program technology and services platform serving financial a
Copart / CCC Intelligent Solutions SELL SIDEInsuranceClaimsAUG 19AI-powered SaaS platform for auto insurance claims, collision repair estimating, and total-loss workflows connecting insurers, repairers, pa
Copart / CCC SELL SIDEInsuranceClaimsAUG 19Car insurance software platform serving auto insurers, repair shops, and collision industry participants.
Cisco / Splunk SELL SIDECybersecuritySecurity OperationsAUG 18SIEM, security analytics, and observability platform enabling enterprises and government agencies to ingest machine data for threat detectio
Salesforce / Fin (formerly Intercom) SELL SIDEHorizontal SaaSCustomer Service & CXAUG 17AI customer service agent platform resolving end-to-end support queries across chat, email, WhatsApp, phone, and Slack for B2B mid-market an
Silver Lake / Workday INVESTEDIT ServicesSystems Integration & ImplementationAUG 13Cloud-based human capital management, financial management, payroll, and planning software sold on a subscription basis to large enterprises
Thoma Bravo / Accelerant Holdings SELL SIDEInsuranceUnderwriting & MGA PlatformsAUG 13Data-driven risk exchange platform connecting specialty insurance underwriters (MGAs) with risk capital partners including insurers, reinsur
© 2026 Thematic | Privacy Policy | Terms of Service
Thematic is a news publication, not an investment adviser. Nothing here is investment advice or a recommendation to buy or sell any security. Researched and compiled by Thematic; accuracy and completeness are not guaranteed.