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MackeyRMS Announces Strategic Equity Partnership with Resurgens Technology Partners
June 25, 2019

BOSTON — (June 25, 2019) — MackeyRMS, a provider of SaaS-based research management technology engineered to optimize the way fundamental analysts and portfolio managers generate, share, debate and act on proprietary investment research, today announced that it has received a significant equity investment from Resurgens Technology Partners.

The partnership makes MackeyRMS the third FinTech investment in Resurgens’ $200 million flagship private equity fund, and will enable the company to accelerate investment in its market-leading software, expand its global presence and enhance the overall customer service experience.

MackeyRMS is a rapidly growing provider of SaaS-based research management software built for today’s modern buy-side investment firms, including global asset managers, asset owners, hedge funds, fund-of-funds and private equity funds. The platform unites existing workflows with disparate data sources to streamline research and compliance operations in a modern, automated and mobile-friendly interface. MackeyRMS has users in over thirty countries.

“We are joining forces with Resurgens at an exciting time for the markets we serve. Client demand has shown that sophisticated managers are increasingly recognizing the need for more powerful research platforms,” said Chris Mackey, CEO of MackeyRMS. “Given Resurgens’ deep global operating experience, we believe they’re the ideal partner to help scale our business and arm modern investors with the tools to make more informed investment decisions.”

“We are very pleased to partner with MackeyRMS and are enthusiastic about the alignment between our complementary experiences,” said Fred Sturgis, Co-Founder and Managing Director of Resurgens Technology Partners. “MackeyRMS combines a modern and domain-rich product offering with an institutional global customer base, and the company is managed by a talented team with the ambition to be true change agents in the rapidly evolving investment management industry.”

Morgan Partners acted as the exclusive advisor for the transaction on behalf of MackeyRMS. Terms of the transaction were not disclosed.

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About MackeyRMS

MackeyRMS is a provider of SaaS-delivered research management software engineered to optimize the way analysts and portfoliomanagers generate, share, debate and act on investment research conducted for actively managed portfolios. Relied upon as a singlesystem of record for research supporting the investment process, MackeyRMS is used by many of the world’s leading investmentmanagers to organize key investment workflows, engender trust from investors, and streamline regulatory and compliance oversight.MackeyRMS is used by institutional asset managers and asset owners across the Americas, EMEA and APAC regions.

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