SS&C Technologies, Inc.

SS&C Technologies, Inc.

SS&C Technologies, Inc.

Overview
Date Founded

1996

Headquarters

80 LAMBERTON ROAD, WINDSOR, CT 06095 USA

Type of Company

Private

Employees (Worldwide)

1,399

Industries

Computer Software

Company Description

SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT.

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Executives & Employees

Chief Financial Officer & Senior Vice President

Chief Development Officer & Senior Vice President

Senior Vice President & General Manager, Institutional & Investment Management

Senior Vice President & General Manager

Senior Vice President & General Manager

Managing Director & Head of SS&C Globeop, EMEA

Managing Director & Head of SS&C Globeop Asia

Senior Vice President & Corporate Controller

Managing Director of SS&C Globeop Asia

Board of Directors

Founder at SS&C Technologies Holdings, Inc.

President & Chief Executive Officer at Financial Models Co., Inc.

Chief Executive Officer at RLI Corp.

Former General Manager-Sales & Distribution Operation at International Business Machines Corporation

Former Partner at The Goldman Sachs Group, Inc.

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SS&C Technologies, Inc.
Recent Transactions
Details Hidden

SS&C Technologies, Inc., The Carlyle Group LP (Corporate Private Equity) purchase Tradeware Global Corp. from Summit Partners LP

Details Hidden

SS&C Technologies, Inc., The Carlyle Group LP (Corporate Private Equity) purchase TheNextRound, Inc.

Details Hidden

SS&C Technologies Holdings, Inc., SS&C Technologies, Inc., The Carlyle Group LP (Corporate Private Equity) purchase Unisys Corp. /Maximis Software Business from Unisys Corp.

Transaction Advisors
Accountant

Advised onThe Carlyle Group LP (Corporate Private Equity) purchases SS&C Technologies, Inc.

Investment Advisor

Advised onThe Carlyle Group LP (Corporate Private Equity) purchases SS&C Technologies, Inc.

Investment Advisor

Advised onSS&C Technologies, Inc. purchases Financial Models Co., Inc.

Co-Founder

Advised onThe Carlyle Group LP (Corporate Private Equity) purchases SS&C Technologies, Inc.

Chief Operating Officer, Investment Banking Department

Advised onThe Carlyle Group LP (Corporate Private Equity) purchases SS&C Technologies, Inc.

Legal Advisor

Advised onSS&C Technologies, Inc. purchases Financial Models Co., Inc.

Advisors & Consultants
Legal Advisor

Co-Chair, Corporate Group at Cadwalader, Wickersham & Taft LLP

Clients

Platinum Equity invests in companies located in North America and Western Europe. The firm targets companies operating in the fields of industrials, manufacturing, distribution, IT services & software, telecom, transportation & logistics, entertainment, hospitality government services, natural resources and other services. They provide financing for LBO, growth capital, acquisition, public-to-private and corporate divestiture of non-core asset transactions.

Centerbridge Partners invests in companies located in the United States. The firm invests in a broad range of sectors and industries. Centerbridge Partners provides financing for private equity, credit, distressed and special situations capital requirements.

Carlyle Investment Management LLC provides investment advisory services. It provides retail insurance and investment services across the US. The company's life insurance products include universal life insurance, term life coverage, and variable annuities. It was founded in 2007 and is located in Washington, DC.

Key Stats and Financials As of 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$335M
Investments
Details Hidden

CBA Mezzanine Capital (Mezz Cap) is a privately owned commercial real estate finance company that acts as a wholesale lender, providing their Strategic Lending Partners with the ability to offer supplemental mezzanine financing in conjunction with their senior conduit loans. Mezz Cap has an array of products (currently Core, Short Term and Core Plus), which allow their Strategic Lending Partners to provide their borrowers with additional leverage of up to 85% of appraised value with their Core and Short Term Products, and up to 90% of appraised value with their Core Plus Product.Mezz Cap's Flow Program, which consists of their Core and Short Term Products, allows their Strategic Lending Partners to offer their borrowers an additional 5% of leverage, up to 85% of appraised value. The entire origination, underwriting and closing process is delegated to their Strategic Lending Partners, which means there is just one underwriting, one approval, one commitment and one closing process, all of which are controlled by their Strategic Lending Partners.Under their Structured Program, their Strategic Lending Partners are able to offer their Core Plus Product, which adds a second mezzanine component secured by partnership interests (a 'C Tranche') to their Core (A/B) structure. Many of the loan process efficiencies and streamlining concepts from their Flow Program remain the same. Mezz Cap will continue to delegate to their Strategic Lending Partners the information aggregation process, including obtaining third party reports, as well as the closing process, while the credit decisions on the C Tranche will be made by Mezz Cap. The Core Plus Product provides for total leverage of up to 90% of appraised value.

Details Hidden

The Group's principal activity is to provide software solutions and strategic consulting services. Its integrated software solutions enable energy companies to more efficiently and profitably trade energy, streamline transaction management, manage complex risk scenarios and make optimal operational decisions. The Group's software can be used by any entity that buys, sells, trades, or takes a position in energy. It serves customers in every segment of the wholesale energy industry, including traders, marketers, generators, producers, gatherers, processors, pipeline companies, utilities, distribution companies, and public agencies. The Group currently has 300 customers, including British Energy, Consolidated Edison, Conoco, Dynegy, El Paso Energy, Endesa, and Royal Dutch/ Shell. The brand names include ZaiNet, Nucleus, FrontOffice, GasMaster and Weather Delta and others. Software Licensing and Services accounted for 98% of 2002 revenues and Strategic Consulting, 2%.

Investors
Details Hidden

The Carlyle Group is a global, multi-product, markets-focused investment platform seeks investment opportunities in the US. They manage three groups of funds structured credit, hedge funds and carry & financing funds. Structured credit funds invest primarily in performing senior secured bank loans through structured vehicles and other investment products. Hedge fund strategies focus on long/short credit, commodities trading, emerging market equities and macroeconomic strategies. Carry & financing funds specialize in three strategies middle-market direct lending, energy credit and distressed & special situations.

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