Ropes & Gray represented BV Investment Partners in the transaction.
BV Investment Partners executed its acquisition of Source Advisors, a market leading specialty tax solutions and software provider. Terms of the transaction were not disclosed.
BV Investment Partners is a middle-market private equity that since its founding in 1983 has invested approximately $4.4 billion, actively targeting investments in the tech-enabled business services, software, and IT services industries.
Headquartered in Fort Worth, TX, Source Advisors collaborates with a network of over 850 accounting firms throughout the country to bring R&D Tax Credit, Cost Segregation, §179D, §45L, and LIFO inventory solutions to their clients.
The Ropes & Gray team that represented BV Investment Partners was led by private equity partners Neill Jakobe (Picture) and Timothy Castelli (both of Chicago), and included leveraged finance partner Greg Bauer (Chicago), mergers & acquisitions counsel Thomas Burke (New York), benefits partner Jennifer Cormier (Boston), tax partner Aaron Harsh (Boston), data, privacy & cybersecurity partner Edward McNicholas (Washington, D.C.), litigation & enforcement counsel Joseph Rafferty (New York) and Steven Kaye (Boston), tax counsel Sara Clevering (Boston), tax partner Pamela Glazier (Boston), litigation & enforcement partner Matthew McGinnis (Boston) and private equity associates PJ Sullivan (Boston), Andrew Pomranke and Bill Zimmerman (both of Chicago).
Involved fees earner: Gregory Bauer – Ropes & Gray; Thomas Burke – Ropes & Gray; Timothy Castelli – Ropes & Gray; Sara Clevering – Ropes & Gray; Jennifer Cormier – Ropes & Gray; Pamela Glazier – Ropes & Gray; Aaron Harsh – Ropes & Gray; Neill Jakobe – Ropes & Gray; Steven Kaye – Ropes & Gray; Matthew McGinnis – Ropes & Gray; Edward McNicholas – Ropes & Gray; Andrew Pomranke – Ropes & Gray; Paul Sullivan – Ropes & Gray; William Zimmerman – Ropes & Gray;
Law Firms: Ropes & Gray;
Clients: BV Investment Partners;
