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Announced

Completed

HWM Group completed the acquisition of KOGER from Lovell Minnick Partners.

Synopsis

HWM Group, a dedicated investor servicing and compliance solutions provider, completed its acquisition of KOGER, a global financial services technology company, providing investor services, compliance and business process management software, from Lovell Minnick Partners, a private equity firm. Financial terms were not disclosed. "The combination of our expert teams and Lovell Minnick’s backing will strengthen HWM Group’s market-leading position and accelerate innovation. We have a clear vision for how we can serve clients and grow our business, and Lovell Minnick is the ideal partner to support that ambition. Significant ongoing investment in sales, business and technology development will allow the Group to develop deeper and broader product functionality for our clients, with a particular focus on enhancing our premier private markets offering, along with our RegTech investor lifecycle management platform and retail fund capabilities. Coming together will create a true software services powerhouse," Shamus O’Donnell, HWM Group CEO.

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