The European Debt Finance team advised a consortium of investors comprising of TA Associates and Montagu Private Equity in connection with the financing of the acquisition of Harvest France SAS.
Harvest is the leading French provider of front-office wealth management software solutions for the wealth management industry. The company serves a large and diversified customer base mainly composed of retail banks, private banks, insurance companies and independent financial advisors. Harvest's software solutions are used by wealth-management professionals to support client onboarding, financial product sales, portfolio management, regulatory compliance, CRM, etc.
TA Associates is a leading global private equity firm focused on scaling growth in profitable companies. Since 1968, TA has invested in more than 560 companies across its five target industries – technology, healthcare, financial services, consumer and business services. Leveraging its deep industry expertise and strategic resources, TA collaborates with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has over 150 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong.
Montagu Private Equity is a leading private equity firm, which specialises in carve-out and other first time buyout investments and has deep expertise in five priority sectors: Healthcare, Financial Sector Services, Critical Data, Digital Infrastructure and Education. Montagu partners with companies with enterprise values between €200 million and €1 billion and has €11bn assets under management.
The Goodwin team was led by Hugh O’Sullivan and included Natalie Ong and Martina Kobal (Debt Finance, London), Frederic Guilloux, Benjamin Filiatre and Charlotte Mouradian (Debt Finance, Paris), Dulcie Daly, Nathan Langford and Lisa Pearson (Tax, London), Charles-Henri de Gouvion Saint Cyr (Tax, Paris), Elie-Raphael Soudry (Debt Finance, Luxembourg) and Bastien Voisin and Yann Ricard (Tax, Luxembourg).
For further information, please read the press release.