Acquiring Company
Haveli Investments
Acquired Company
Certinia
AustinAustinFinancial ServicesFinanceVenture CapitalAngel InvestmentSoftwareEnterprise SoftwareSaaSCRMDescription
Haveli Investments, L.P. (“Haveli” or “Haveli Investments”), a technology-focused private equity firm, today announced that it has entered into a definitive agreement to acquire Certinia (“Certinia” or the “Company”), formerly FinancialForce, from Advent International and Technology Crossover Ventures. Certinia's Services-as-a-Business platform includes Professional Services Automation (“PSA”), Customer Success, Services CPQ, ERP and FP&A solutions. Haveli will fund the transaction from Haveli Investments Software Fund I L.P., with participation from partners including General Atlantic, a leading global growth equity firm. Salesforce (NYSE: CRM) will continue as a shareholder in Certinia.
Quick answer
Haveli Investments is acquiring Certinia, announced July 26, 2023. Haveli Investments is based in Austin, Texas, United States.
- How much did Haveli Investments pay for Certinia?
- The deal value was not disclosed.
- What does Haveli Investments do?
- Haveli Investments is an Austin-based private equity firm that seeks to invest in the highest quality companies in the technology sector through control, minority or structured equity and debt investments with a focus..
- Where are Haveli Investments and Certinia based?
- Haveli Investments is based in Austin, Texas, United States. Certinia is based in Austin, Texas, United States.
- Who are the decision-makers at Haveli Investments?
- Fundz holds 1 contact at Haveli Investments. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired Certinia?
Certinia was acquired by Haveli Investments, based in Austin. The deal was reported on July 26, 2023. Haveli Investments is privately held and operates in Financial Services.
When did Haveli Investments acquire Certinia?
Haveli Investments's acquisition of Certinia was reported on July 26, 2023. Haveli Investments, L.P. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Certinia do?
Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. It is privately held, operating in Software, and is based in Austin.
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