Doxim Has Received A Majority Investment From GI Partners

Doxim Profile

  • Doxim is a leading provider of SaaS-based customer engagement and content management software for banks, credit unions, and wealth management firms
  • More than 1,700 clients across North America use Doxim’s platform to address key digitization challenges, from automated account opening, through improved, personalized communications to anytime, anywhere content access, tailored to a client’s channel preferences
  • Founded in 2000, the company is headquartered in Markham, Ontario
  • Doxim was a portfolio company of Strattam Capital, a private equity firm with an innovative and focused approach to scaling established business IT companies

GI Partners Profile

  • GI Partners is a private investment firm that has raised $16 billion in capital from leading institutional investors across the globe
  • The firm's private equity team focuses on investments in the IT Infrastructure, Healthcare, Software, and Services sectors
  • GI was founded in 2001 and is headquartered in San Francisco

Transaction Notes

  • GI Partners’ majority investment in Doxim was announced on March 1, 2018; financial terms were not disclosed
  • GI’s experienced team and commitment to the growth of our business strengthen the promise we have made and direction we have outlined to our valued clients, partners, and employees.” – Chris Rasmussen (CEO of Doxim)
  • Doxim’s leadership in customer engagement solutions, its sizable market opportunity, and the company’s intense focus on its clients’ success all combine to create a unique opportunity. We are excited and proud to partner with Chris and the Doxim leadership team to help them continue their emphasis on innovation and growth.” — Travis Pearson (Managing Director, GI Partners)
  • The acquisition will support investment into Doxim’s market-leading Customer Engagement Platform and accelerate growth
  • Doxim’s existing management team will maintain a significant ownership stake in the company
  • Shea & Company served as the exclusive financial advisor to Doxim and Strattam Capital
Financial terms not disclosed
has received a majority investment from
Shea & Company served as the exclusive financial advisor to Doxim and Strattam Capital