Chris Turlica’s Post

Watch our Founder and CEO, Vivek Subramanyam, and President & COO, Geeta Ramanathan, CFA, as they share their thoughts on winning three major awards, including being named Boutique Investment Banking Firm of the Year for the second year in a row! At the 15th Annual International M&A Awards Gala in New York, hosted by the The M&A Advisor . 🏆 Boutique Investment Banking Firm of the Year 2024 🏆 Professional Services Deal of the Year (over $100M): For advising Plat4mation, an elite ServiceNow partner, on its majority sale to Keensight Capital, a leading European growth buyout private equity firm, and ServiceNow Ecosystem Ventures. 🏆 Information Technology Deal of the Year (under $100M): For advising DEK Dava a software engineering and embedded systems specialist, on its strategic sale to Endava, a leading software development company. Vivek and Geeta attribute Technology Holdings' success over the years to several key factors, including their deep sector expertise, a global presence with deals closed in 24 countries, and a collaborative, diligent global team spread across five continents, all committed to delivering exceptional results to clients, even in challenging M&A markets. #AwardWinner #MergersandAcquisitions #InvestmentBanking #Awards #TechnologyHoldings

We’re excited to announce a new chapter in Casepoint’s journey that will amplify our ability to deliver on our vision of empowering mission-critical organizations. ✨ Casepoint has received a majority investment from Thoma Bravo, the world’s leading private equity firm focused on software growth. ✨ We are merging with OPEXUS, the market leader in Federal FOIA solutions and highly regulated workflow software. This transformative partnership validates our technology leadership and corporate market strategy, particularly our innovative solutions for managing growing data volumes and emerging data types. Together with OPEXUS, we are positioned to be the category leader in data-responsive workflows for corporate and government agencies. For our customers, this means: 🔹 Accelerated innovation in managing complex data and compliance challenges. 🔹 Cutting-edge solutions tailored to the needs of regulated industries. 🔹 Continued leadership in government data discovery, FOIA, and workflow solutions. To our incredible employees: your dedication has made this milestone possible, and we’re excited about the opportunities ahead. To our valued customers: your trust has always been our foundation, and we remain committed to delivering the innovative solutions and exceptional support you expect. This is more than a merger, it’s a transformation. Together, we’re creating something extraordinary to benefit organizations worldwide. The best is yet to come! 🌟 Read more about this exciting news here! ⬇️ https://hubs.ly/Q0345Pdg0 #Casepoint #OPEXUS #ThomaBravo #Innovation #DataTransformation #FOIA #eDiscovery #MissionCritical Haresh Bhungalia

B Corp Certification = No brainer! I worked in tech for a long time before joining Factotum so I asked our Head of Legal Services, Anna Stanley who assists our clients through the transition to B Corp, for three reasons why tech companies should jump on board with the movement. Here's what she said... 1. B Corp is the only global, well-recognised, cross-industry and independently verified accreditation that shows you are using your business as a force for good. It is a rigorous process but an achievable aim.   2. It is good for business – B Corps outperform their peers across several business metrics and stand apart from those that do not walk the talk.   3. You’d be joining a growing and motivated community of tech companies in the B Corp community and keeping ahead of the curve. Employees, Clients and Investors want to see that you are walking the talk. Fun fact: The transition can take more than a year (!!!) so don't get left behind - your competitors are already (quietly) working on their certification. Want to find out how long the transition will take you? Let's talk 💬 #tech #bcorp #ESG #betterbusiness  

Today, our team rang the opening bell at Nasdaq, marking our IPO under the symbol $OS! This is a tremendous milestone in our company’s 12-year history and a monumental accomplishment. We’re incredibly grateful for all our OneStreamers on this journey with us – this is possible because of our world class team! We couldn’t be more excited for the road ahead as we continue to expand our mission to modernize the Office of the CFO and Take Finance Further! Disclaimer: The proposed offering is being made only by means of a prospectus. Copies of the prospectus relating to this offering may be obtained from: Morgan Stanley & Co. LLC, Prospectus Department, 180 Varick Street, New York, New York 10014, or email: [email protected]; and J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, or email: [email protected] and [email protected]. A registration statement relating to these securities has been filed with the Securities and Exchange Commission and was declared effective on July 23, 2024. This communication shall not constitute an offer to sell or the solicitation of an offer to buy OneStream securities, nor shall there be any sale of OneStream securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

#WorkingWithLeaders - Building trust, delivering results. 🌍 Ecubix continues to set the benchmark in Industry 4.0 consulting, working with some of the leading Fortune 500 companies, redefining innovation on the world stage! #EcubixEdge #Fortune500 #GlobalConsultants #IndustryLeaders #TrustedByTheBest #LeadingCompany #FutureOfBusiness #DigitalTransformation #BusinessGrowth #TrustedPartner #Top500 #Innovation #TopLeaders #Ecubix #Industry4point0 #Industry5point0

Today, our team rang the opening bell at Nasdaq, marking our IPO under the symbol $OS! This is a tremendous milestone in our company’s 12-year history and a monumental accomplishment. We’re incredibly grateful for all our OneStreamers on this journey with us – this is possible because of our world class team! We couldn’t be more excited for the road ahead as we continue to expand our mission to modernize the Office of the CFO and Take Finance Further! Disclaimer: The proposed offering is being made only by means of a prospectus. Copies of the prospectus relating to this offering may be obtained from: Morgan Stanley & Co. LLC, Prospectus Department, 180 Varick Street, New York, New York 10014, or email: [email protected]; and J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, or email: [email protected] and [email protected]. A registration statement relating to these securities has been filed with the Securities and Exchange Commission and was declared effective on July 23, 2024. This communication shall not constitute an offer to sell or the solicitation of an offer to buy OneStream securities, nor shall there be any sale of OneStream securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

Today, our team rang the opening bell at Nasdaq, marking our IPO under the symbol $OS! This is a tremendous milestone in our company’s 12-year history and a monumental accomplishment. We’re incredibly grateful for all our OneStreamers on this journey with us – this is possible because of our world class team! We couldn’t be more excited for the road ahead as we continue to expand our mission to modernize the Office of the CFO and Take Finance Further! Disclaimer: The proposed offering is being made only by means of a prospectus. Copies of the prospectus relating to this offering may be obtained from: Morgan Stanley & Co. LLC, Prospectus Department, 180 Varick Street, New York, New York 10014, or email: [email protected]; and J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, or email: [email protected] and [email protected]. A registration statement relating to these securities has been filed with the Securities and Exchange Commission and was declared effective on July 23, 2024. This communication shall not constitute an offer to sell or the solicitation of an offer to buy OneStream securities, nor shall there be any sale of OneStream securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

Today, our team rang the opening bell at Nasdaq, marking our IPO under the symbol $OS! This is a tremendous milestone in our company’s 12-year history and a monumental accomplishment. We’re incredibly grateful for all our OneStreamers on this journey with us – this is possible because of our world class team! We couldn’t be more excited for the road ahead as we continue to expand our mission to modernize the Office of the CFO and Take Finance Further! Disclaimer: The proposed offering is being made only by means of a prospectus. Copies of the prospectus relating to this offering may be obtained from: Morgan Stanley & Co. LLC, Prospectus Department, 180 Varick Street, New York, New York 10014, or email: [email protected]; and J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, or email: [email protected] and [email protected]. A registration statement relating to these securities has been filed with the Securities and Exchange Commission and was declared effective on July 23, 2024. This communication shall not constitute an offer to sell or the solicitation of an offer to buy OneStream securities, nor shall there be any sale of OneStream securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

In a competitive industry like financial services, the right IT strategy can set you apart. Mentis Group empowers firms with technology that drives better decisions, faster execution, and seamless client experiences. IT isn’t just a tool—it’s your edge in the market. 💡 Is your IT giving you a competitive advantage—or holding you back? Let's rethink IT strategy for your financial services firm! Contact us today here =>https://hubs.li/Q03159yn0. #TechAdvantage #FinancialServicesIT #MentisGroup

Carrying the weight of an IPO process is no small feat, but you don’t have to do it alone. Workiva has supported thousands of companies in going public, offering vital assistance throughout the journey. Transitioning from private to public is more than a one-time transaction—it's a lifetime of reporting responsibilities. Having a tech partner that evolves with you is crucial for success. Whether it's financial reporting, SOX readiness, IPO filing, or ongoing SEC compliance, Workiva is there to support you at every step. #ipo #capitalmarkets #gopublic #finance #technology #workiva