OPTIMAL BLUE ACQUIRES USHERPA Advisory Role: Krall & Co. Inc. advised Usherpa in connection with this transaction. Announcement Date: October 12, 2026 Target: Media Center LLC (dba Usherpa) (1995) provides the Relationship Engagement Platform, a cloud-based software system that combines CRM and marketing automation for mortgage loan officers (“LOs”). The platform helps LOs stay connected…
TYFONE ACQUIRES ATTUNE Advisory Role: Krall & Co. Inc. initiated the transaction on behalf of Tyfone. Announcement Date: September 1, 2026 Target: Attune (2019) provides an all-in-one digital origination platform for banks and credit unions. The platform, which is omnichannel (mobile, online, and in-branch), enables account opening, lending, and real-time cross selling. Attune’s account opening…
ABRIGO ACQUIRES IFS Advisory Role: Krall & Co. Inc. advised Integrated Financial Solutions in connection with this transaction. Announcement Date: January 23, 2025 Target: Integrated Financial Solutions, Inc. (“IFS”) (1994) is a provider of cloud-based lease and loan origination and portfolio management software used by equipment finance companies and banks. The Company’s flagship software, IFSLeaseWorks, supports…
MERIDIANLINK ACQUIRES OPENCLOSE Advisory Role: Krall & Co. Inc. advised MeridianLink, Inc. in connection with this transaction. Announcement Date: November 7, 2022 Target: OpenClose (1999) is a provider of a SaaS-based residential mortgage lending software platform for banks, credit unions, and independent mortgage companies. The Company’s solutions include LenderAssist, a multi-channel (retail, wholesale, correspondent, and consumer…
ARCADEA GROUP HAS ACQUIRED SUNTELL Advisory Role: Krall & Co. Inc. advised Arcadea in connection with this transaction. Announcement Date: July 27, 2022. Target: Suntell (1996) provides the Square 1 Credit Suite, a loan management system used by community banks and credit unions to originate and manage commercial loans. The software suite’s functionality includes Credit…
NCR CORPORATION HAS ACQUIRED TERAFINA, INC. Advisory Role: Krall & Co. Inc. advised Terafina in connection with this transaction. Announcement Date: February 5, 2021. Target: Terafina is a SaaS provider of a comprehensive digital sales platform that unifies the customer experience across online, branch and call center channels for medium-sized banks and credit unions. The…
CORELOGIC SELLS CMAX TO a360inc Advisory Role: Krall & Co. Inc. advised CoreLogic. Announcement Date: September 9, 2019. Target: CMAX (Claims Maximization) is a claims management and processing software system designed to help mortgage loan servicers generate accurate claims filings for reimbursement of advances made by the servicer on behalf of the Federal Housing Authority…
SERENT CAPITAL HAS INVESTED IN GDS LINK Advisory Role: Krall & Co Inc. initiated this transaction on behalf of Serent Capital. Announcement Date: August 23, 2018. Buyer: Serent Capital (2008) is a San Francisco-based private equity firm with a focus on high growth software and services businesses. Serent has been an active investor in financial…
FINASTRA HAS ACQUIRED MALAUZAI SOFTWARE, INC. Advisory Role: Krall & Co. Inc. advised Malauzai in connection with this transaction. Announcement Date: June 15, 2018. Buyer: Finastra was formed in 2017 when Vista Equity Partners acquired D+H and merged it with Misys, which was already a Vista portfolio company. The combined companies provide a broad portfolio…
THOMA BRAVO HAS ACQUIRED CRIF LENDING SOLUTIONS Advisory Role: Krall & Co. Inc. advised Thoma Bravo in connection with this transaction. Announcement Date: June 7, 2018. Buyer: Thoma Bravo, a private equity firm based in San Francisco, targets control investments in strong businesses led by experienced executives. The firm has invested in many fragmented, consolidating…