Harvest acquires Firstance

● STRATEGIC | INSURANCE · Policy Admin & Core

JANUARY 14, 2026

Harvest (Montagu +1) acquires Firstance (Nextalia SGR)

TARGET

Firstance provides a subscription and policy management platform connecting insurers and distributors for private life insurance distribution, serving private banks, wealth managers, and family offices.

Ownership	PE-backed · Nextalia SGR (prior owner); Nextalia SGR, Riello Investimenti SGR
Capital raised	$78.4M
Headcount	100 FTEs
Headquarters	Milan, Italy
Leadership	Massimiliano Merlo, CEO
Sell-side advisor	—

ACQUIRER

Harvest

Harvest provides advisory workflow software and digital solutions for wealth management and finance professionals across more than 30 European jurisdictions.

Ownership	PE-backed · Montagu Private Equity and TA Associates
Headcount	201-500 FTEs
Headquarters	Paris, France
Leadership	Virginie Fauvel, CEO
Buy-side advisor	—

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Harvest -> Firstance  (2026-09-18)
strategic_acquisition | Insurance | announced
Target: Firstance provides a subscription and policy management platform connecting insurers and distributors for private life insurance distribution, serving private banks, wealth managers, and family offices.
Website: firstance.com | Buyer site: harvest.fr
HQ: Milan, Italy | Ownership: pe-backed | Seller: Nextalia SGR | Buyer sponsor: Montagu Private Equity and TA Associates | Buyer ownership: pe-backed
Advisors - not yet credited
Source: Thematic - https://thematichq.com/software/d/harvest-firstance.html

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