Redi2 Technologies, Inc.

Overview

Deal Type Mergers & Acquisitions
Client & Transactional Partners Redi2 Technologies, Inc.
Envestnet, Inc.
Our Role Exclusive Sell-Side Advisor

Summary

On July 1, 2022, KeyBanc Capital Markets (KBCM) successfully advised Redi2 Technologies Inc. (Redi2), on its sale to Envestnet, Inc. (Envestnet). KBCM was engaged as Exclusive Sell-Side Advisor due to its industry leading FinTech sector expertise and strong M&A capabilities.

Redi2 automates complex billing, accounting, and back-office tasks through technology that streamlines operations, enhances client services, and meets compliance requirements. Their products leverage modern, scalable technology to deliver purpose-built solutions for distinct segments of the financial services industry. Redi2 performs client billing and revenue accounting, multi-party billing and payouts, and advisory billing and invoices for asset managers, wealth managers, and financial advisors.

Founded in 1999 and headquartered in Chicago, IL, Envestnet is transforming the way financial advice and insight are delivered by empowering financial advisors and service providers with innovative technology, solutions, and intelligence. Envestnet has been a leader in transforming wealth management through a financial network connecting technology, solutions, and data. Over 108,000 advisors and more than 6,000 companies, including 18 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors, and their clients.

Recent Deals

July 2022

 

$280 Million

Senior Secured Credit Facilities

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Joint Bookrunner
Administrative Agent

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$14.3 Million

Adaptive Reuse and New Construction

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June 2022

 

$126.9 Million

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June 2022

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$30 Million

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Series D Funding

led by

Morgan Stanley Expansion Capital

$140 Million

Exclusive Financial Advisor

Mergers & Acquisitions

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Darby Crossing

$74 Million

Construction and Private Placement Loan

Construction
Private Placement

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June 2022

the parent company of

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$550 Million

Senior Notes

Joint Bookrunner

Debt Capital Markets

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May 2022

has received a strategic investment from

 

Exclusive Financial Advisor

Mergers & Acquisitions

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May 2022

 

a portfolio company of

has been acquired by

 

Exclusive Sell-Side Advisor

Mergers & Acquisitions

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$53 Million

4% bond LIHTC and State Housing Equity

Construction

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May 2022

 

$500 Million

Senior Secured Credit Facility

Joint Bookrunner
Joint Lead Arranger

Debt Capital Markets

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Cheshire Station

 

$17.6 Million

Acquisition

Lender

CMBS

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May 2022

ACG Portfolio-Oakland Glen MHC

ACG Portfolio-Clayton Acres MHC

$59.5 Million

Refinance

Lender

Fannie Mae

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May 2022

 

Stonetown - North Pines

Stonetown - Country Meadows

$82 Million

Acquisition

Lender

Fannie Mae

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May 2022

Sawgrass Point

$28.5 Million

Refinance

Lender

Fannie Mae

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May 2022

 

Floorplan Inventory Financing and Commercial Real Estate Lending

Lender

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May 2022

a portfolio company of

has acquired

 

$545 Million

Senior Secured Credit Facilities

Administrative Agent
Joint Bookrunner
Left Lead Arranger

Debt Capital Markets

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May 2022

 

$2.55 Billion

Senior Secured Credit Facilities

Co-Documentation Agent
Joint Lead Arranger

Debt Capital Markets

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May 2022

 

$95 Million

Senior Secured Credit Facilities

Administrative Agent
Joint Lead Arranger
Sole Bookrunner

Debt Capital Markets

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