We are advising SS&C Technologies on the transaction

Davis Polk is advising SS&C Technologies Holdings, Inc. on its approximately $1.03 billion (£766 million) acquisition of Calastone from Carlyle. The acquisition is expected to close in the fourth quarter of 2025, subject to regulatory approvals.

Calastone operates the largest global funds network, connecting more than 4,500 clients including the world’s leading financial organizations across 57 markets, and processing over £250 billion of investment value each month. It is headquartered in London and has offices in Luxembourg, Hong Kong, Taipei, Singapore, New York and Sydney.

Founded in 1986, SS&C Technologies is a global provider of software and services for the financial services and healthcare industries. Headquartered in Windsor, Connecticut, SS&C has more than 22,000 clients worldwide, including the world’s largest financial services firms and healthcare organizations.

The Davis Polk corporate team includes partner Leonard Kreynin, counsel Joseph Scrace and Jack Gordge and associate Federica Camilleri de Marco. Partners Dominic Foulkes and Corey M. Goodman are providing tax advice. Counsel Neil Sharpe is providing executive compensation advice. Partner Frank Azzopardi is providing intellectual property advice. The antitrust and competition team includes partner Matthew Yeowart. Counsel Mark Chalmers is providing financial institutions advice. Members of the Davis Polk team are based in the New York and London offices.

Copy link to share post