A Deal Anchored in Innovation and Global Reach
Founded to reduce friction and inefficiency in fund distribution, Calastone expanded under Carlyle’s wing since 2019, fortifying its product suite and expanding into high-growth regions.
“Joining forces with SS&C allows us to realize our shared ambition: building the most intelligent and connected operating model in the global funds industry,” said Julien Hammerson, CEO of Calastone.
“Under Julien’s leadership, Calastone’s network evolved into a truly differentiated, automated offering,” said Fernando Chueca, managing director of Carlyle Europe Technology Partners. “We’re confident SS&C will carry that legacy forward.”
The Legal Minds Behind the Mega-Merger
The transaction features heavyweight legal advisors:
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SS&C Technologies is advised by Davis Polk & Wardwell LLP, with partners Leonard Kreynin, Dominic Foulkes, Corey M. Goodman, Frank Azzopardi, and Matthew Yeowart leading the deal.
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Carlyle is advised by Linklaters and Mishcon De Reya LLP. Specific members of those legal teams were not disclosed at press time.
SS&C Sharpens Its Global Edge
This acquisition strengthens SS&C’s presence in global financial hubs while deepening its suite of offerings in the fast-evolving digitized fund ecosystem. With Wall Street eyeing blockchain, automation, and decentralized infrastructure, SS&C’s move to acquire Calastone is a strategic leap into the future of finance.
