Sidley is representing Confluence Technologies, Inc. in its acquisition of Investment Metrics for US$500 million. Investment Metrics is a major provider of investment data, performance, analytics, and research software solutions. Backed by Clearlake Capital Group, L.P. and TA Associates, Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Confluence’s acquisition of Investment Metrics is intended to help further advance its portfolio analytics offering and will further expand its reach into the asset owner and asset allocator markets.
The Sidley team is led by Mehdi Khodadad, Mark Castiglia, and Matthew Stoker (M&A and Private Equity), and includes Avni Mehta, Max Chaffetz, and Lauren Taylor (M&A and Private Equity); Nicholas Schwartz and Marc Weinstein (Global Finance); Eric Kauffman, Susan Fanning, Peter McCorkell, and Emily Wajert (Employment); Stacy Crosnicker and Sarah Recktenwald (Employee Benefits and Executive Compensation); Dusan Clark and Kyle Barnett (Technology and IP Transactions); Rachel Kleinberg and Jonathan Westreich (Tax); Karen Kazmerzak, Ken Daly, Elizabeth Chen, and Jakob Dewispelaere (Antitrust and Competition); Sven De Knop, Alessandra Moroni, and Maryanne Kamau (International Trade); and Sujit Raman and Sheri Porath Rockwell (Privacy and Cybersecurity).