Deal Details

Quantios Is Acquired by Vista

Technology & Services

Quantios, a portfolio company of Hg and EQT, sale to Vista

Summary

Quantios Management Services Limited (“Quantios” or the "Company"), a portfolio company of Hg and EQT, has announced its sale to Vista Equity Partners ("Vista"). The transaction is subject to customary conditions and approvals and is expected to complete in Q3 2026. Terms of the transaction were not disclosed.

Baird served as co-lead financial advisor to Quantios, Hg and EQT on this transaction.

About

Quantios is a global software provider to the corporate, trust and fund services (CTFS) sector, powering close to 700 providers across six continents with AI-enabled digital administration solutions built specifically for the industry. Its flagship solutions, Quantios Core and Klea, support the regulated, business-critical workflows CTFS firms depend on, from entity management and client accounting to compliance and practice management. AI is now central to that proposition with an agentic AI layer that automates higher-complexity regulated workflows for clients, with a suite of specialized agents in production today and a larger pipeline in development, building on generative AI already embedded natively within Quantios Core. Formed in 2023 through the combination of TrustQuay and ViewPoint, the Company works as one Quantios across the UK, Channel Islands, Malaysia and beyond, bringing together the strength of its platform with the insight and commitment of its people so clients can reduce risk, operate with clarity, focus on higher-value work and confidently grow their own businesses. Quantios is headquartered in Fleet, United Kingdom.

Hg is an investor in European and transatlantic technology and services businesses and an AI leader in private equity, helping to build sector-leading enterprises that supply critical applications or workflow services to deliver intelligent automation for their customers. Hg takes an active approach to value creation, combining deep end-market knowledge with world class operational resources to support entrepreneurial leaders looking to scale and drive AI transformation. With a vast European network and strong presence across North America, Hg has over $110 billion in assets under management and more than 400 employees and its portfolio spans around 60 businesses worth over $190 billion in aggregate enterprise value, employing more than 140,000 people. Hg is headquartered in London, United Kingdom.

EQT is a purpose-driven global investment organization focused on active ownership strategies, with investment strategies covering all phases of a business’ development, from start-up to maturity. With a Nordic heritage and a global mindset, EQT has a track record of more than three decades of developing companies across multiple geographies, sectors and strategies, and has EUR 291 billion in total assets under management, within three business segments – Private Capital, Infrastructure and Real Estate. EQT has offices in more than 25 countries across Europe, Asia and the Americas and more than 1,900 employees. EQT is headquartered in Stockholm, Sweden.

Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, permanent capital, credit and public equity strategies. Founded in 2000 by Robert F. Smith, Vista applies a proprietary and systematic approach to value creation refined over 25 years and more than 600 transactions and today manages a portfolio of over 90 enterprise software companies serving customers worldwide. Vista has more than $103 billion in assets under management as of 31 March 2026. Vista is headquartered in Austin, Texas.

Technology & Services

Quantios, a portfolio company of Hg and EQT, sale to Vista