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Vista Equity Partners announced in March 2019 that it would acquire benefits technology company PlanSource.

Vista Equity Partners and PlanSource

Vista Equity Partners (Vista) acquired cloud-based employee benefit management software provider PlanSource in March 2019. At the time of the investment, PlanSource stated, “This deal is a landmark moment for our company and a clear validation of our strategy and business model. Since our founding, our mission has been to revolutionize the way benefits are bought, sold and managed. Vista’s investment and deep commitment to building and scaling world-class software companies takes us one step closer to making our vision a reality.”

About Vista Equity Partners

A leading global investment firm, Vista was established in 2000 by Robert F. Smith, who serves as its Chairman and CEO. Vista exclusively invests in enterprise software, data and technology-enabled businesses. Its diverse investment strategies include private equity, permanent capital, credit and public equity. Over the past two decades, Vista has developed a differentiated approach to enterprise software investing that prioritizes value creation through operational transformation in close partnership with founders, leaders and executive teams.

Vista believes that the transformative power of technology is the key to an even better future – a smarter economy, a healthier planet, diverse and inclusive communities and a broader path to prosperity. The firm is known for its philanthropic partnerships, many of which include long-term initiatives that drive positive change. Vista partners with organizations that create opportunities for underserved communities and provide educational programs and internships for students from underrepresented backgrounds.

To learn more about how Vista and its portfolio companies are transforming the digital economy, follow Vista on LinkedIn, Twitter, and Facebook, subscribe to their YouTube channel or visit www.vistaequitypartners.com.