SS&C Technologies

SS&C Technologies, Inc. is a global provider of investment management software and services, focusing exclusively on the financial services industry. Established in 1986 and headquartered in Windsor, Connecticut, the company offers a comprehensive range of solutions, including accounting, business process management, data management, risk and compliance, and trading and settlement services. Additionally, SS&C provides fund administration, managed services, professional services, and technology outsourcing. The firm caters to a diverse clientele, including alternative investments, asset management, banking, wealth management, insurance, and property management sectors. With a client base that includes 5,000 financial services organizations managing over $16 trillion in assets, SS&C Technologies is positioned as a key player in enhancing operational excellence within the industry.

Alec Sutherland

Principal

Past deals in Consumer Services

Millennium Consulting Services

Acquisition in 2020
Millennium Consulting Services provides regulatory consulting and administrative services to insurance companies, insurance regulators, and other insurance-related entities. Millennium Consulting's portfolio of services provides a variety of solutions to meet the demanding obligations of statutory accounting and reporting regulations. Headquartered in Raleigh, North Carolina, Millennium Consulting serves insurance clients throughout the United States, the Virgin Islands, and Puerto Rico.

Millennium Seminar Service

Acquisition in 2020
Millennium Seminar Service provides private seminars for insurance companies, insurance regulators, CPA firms, and other entities in the insurance industry. Our seminars are taught by statutory accounting professionals with years of experience in insurance regulation including tenures at insurance companies, insurance trade associations, insurance departments, and the NAIC. In addition, we have extensive practical experience in preparing and filing statutory reports including the annual and quarterly statements and Risk-Based Capital.

Capita Life & Pensions Services (Ireland)

Acquisition in 2020
CLPSI provides business process management, technology and consultancy services to the international life and pensions sector. The business offers financial and back-office administration services, claims management, actuarial and financial reporting, investment administration, product and IT development, and business transformation services.

DST Systems

Acquisition in 2018
DST Systems, Inc. provides sophisticated information processing and computer software services and products that help clients improve productivity, increase efficiency, and provide higher levels of customer service.

CommonWealth Fund Services

Acquisition in 2017
CommonWealth Fund Services Ltd. is a fund administrator servicing more than $8 billion in assets from close to 100 domestic and offshore investment funds. CommonWealth calculates fund net asset values on a daily, weekly, monthly, or quarterly basis, acts as transfer agent, and supports its clients with financial statement and tax return preparation.

Conifer Financial Services

Acquisition in 2016
As a leading independent asset services firm, Conifer has over 200 clients worldwide representing more than $100 billion of combined assets under administration (AUA). Conifer’s success derives from our broad experience offering front-to-back capabilities across all asset classes for hedge funds, pensions, endowments, foundations, funds of funds, family offices, private equity and venture capital.

DST Global Solutions

Acquisition in 2014
We are a leading provider of technology solutions to the world's top financial institutions, utilities, telcos and communications. We serve over 400 clients in some 45 countries, with five regional operational hubs and 12 offices. We service clients on every continent and provide them with 24/7 coverage. Clients from single-site installations to some of the largest global institutions trust DST Global Solutions to help them run their businesses more effectively.

Micro Design Services

Acquisition in 2008
Micro Design Services, LLC designs and develops electronic trading and support systems for the financial industry in the United States. The company's products include MarketLook Information System for equities, options, and futures; order management and routing systems; price reporting system; system management console products; recharge and maintenance system; and IBM custom handheld tablet. It also provides system design, hand-held GUI design, application programming, customized hardware development, application and communication systems integration, and component selection services. The company was founded in 1990 and is headquartered in Parsippany, New Jersey. As of October 1, 2008, Micro Design Services, LLC operates as a subsidiary of SS&C Technologies Inc.
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