MFS Investment Management

MFS Investment Management is a privately owned investment management firm based in Boston, Massachusetts, with additional offices worldwide, including London. The firm specializes in managing mutual funds, institutional trusts, and various investment portfolios for a diverse clientele, including individuals, corporations, and government entities. MFS focuses on both equity and fixed income markets globally, employing a disciplined investment approach that combines fundamental and quantitative analysis. The firm invests across a range of asset classes, including growth and value stocks of all-cap companies, while also managing separate client-focused portfolios. MFS is recognized for its in-house research capabilities and benchmarks its investment performance against established indices. As a subsidiary of Sun Life Financial, MFS continues to offer comprehensive investment solutions, including retirement and college planning services.

James Aber

Vice President and Director of Corporate Communications

Simon Gresham

Co-Chief Investment Officer, Multi-Asset

4 past transactions

FloatPays

Seed Round in 2022
Developer of a financial platform designed to provide employees early access to wages. The company's platform offers payroll integration, access to earn wages, payment services, financial education and reporting, enabling firms to provide monetary services for employees.

CCC Drive

Post in 2021
CCC Drive, based in Glen Allen, Virginia, provides a versatile technology platform for insurance telematics, known as DriveFactor. This platform allows for the integration of data from various sources and facilitates sharing with business partners. CCC Drive enables clients to manage the entire claims process, including intake, evaluation, settlement, and optimization. The company, originally founded in 2010 as DriveFactor Inc., became a subsidiary of CCC Information Services Inc. in 2015. CCC Information Services focuses on enhancing claims management through integrated solutions, offering advanced collision repair and insurance estimating software, analytical tools, and data services. Their technology improves efficiency across the claims management supply chain, fostering communication among a network of approximately 21,000 auto body collision repair facilities and 350 insurance companies.

HCT Group

Debt Financing in 2018
HCT Group is a social enterprise in the transport industry. Their story starts in 1982 with the formation of Hackney Community Transport, providing low cost minibuses for local community groups – a service they provide to this day. In 1993, with traditional grants under threat, they came to the realisation that the best way to become a sustainable social enterprise was to become an effective enterprise. They began to compete for commercial contracts in the marketplace to ensure they could continue to provide community transport. HCT Group service users This approach has seen HCT Group grow from a handful of volunteers and a couple of minibuses, with a turnover of £202k in 1993 – to a large scale social enterprise with 800 employees, ten depots spread across London, Yorkshire, Humberside, the Southwest and the Channel Islands, a fleet of 500 vehicles and a 2013/14 turnover of £43.7m. Their commercial track record spans a wide range of services – from London red buses to social services transport, from school transport to Park and Ride, from community transport to education and training. They now deliver well over 20 million passenger trips on their buses every year. You can find a full breakdown of the services they provide across the group here.

Luminex Trading & Analytics

Venture Round in 2015
Luminex Trading & Analytics specializes in providing an equity trading platform designed to enhance the efficiency of institutional investors in sourcing block liquidity. The platform facilitates access to clean and natural block liquidity while significantly reducing trading costs. By engaging exclusively with venue-approved participants, Luminex ensures low-cost trading with minimal information leakage, thereby allowing traders to execute large block trades with reduced market impact. This focus on transparency and cost-effectiveness positions Luminex as a valuable resource for the institutional money management community.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.