BC Partners Has Acquired NAVEX Global

NAVEX Global Profile

  • NAVEX Global is a leading provider of governance, risk management and compliance software helping over 13,000 businesses protect their people, reputation and bottom line
  • The company's broad GRC suite includes NAVEXEngage ethics & compliance training, EthicsPoint incident management, PolicyTech policy & procedure management and RiskRate third-party risk management
  • NAVEX provides a holistic view of GRC across the entire organization, and leverages the industry’s deepest database for predictive insights and analytics
  • Formed in 2012 from the combination of four industry-leading firms, NAVEX is headquartered in Portland with nearly 1,200 employees worldwide
  • NAVEX was previously owned by Vista Equity Partners, which will retain a minority stake in the business

BC Partners Profile

  • BC Partners is a leading international investment firm with over $21 billion of assets under management in private equity and private credit
  • Since inception, BC Partners has completed 102 private equity investments in companies with a total enterprise value of $156 billion and is currently investing its tenth private equity fund
  • BC Partners has played an active role in developing the European buyout market for over three decades, and today its executives operate across markets as a highly integrated team through the firm’s offices in North America and Europe

Transaction Notes

  • BC Partners’ acquisition of NAVEX was announced on July 17, 2018; financial terms were not disclosed
  • We are excited to work with NAVEX Global and its leadership team, and look forward to investing in new products as well as international expansion. NAVEX Global is already a leader in governance, risk management and compliance and we are confident that the company has even more room to grow organically and through M&A.”  – Mark Fariborz (Senior Partner, BC Partners)
  • We acquired NAVEX Global in October of 2014 because we saw tremendous potential for growth in both the company and the market. We are reinvesting in NAVEX Global because we see an opportunity for further product development and international expansion, and are excited to be a part of the company’s next phase of growth.”  – Robert F. Smith (Founder, Chairman & CEO, Vista Equity Partners)
  • Shea & Company served as the exclusive financial advisor to BC Partners
Financial terms not disclosed
has acquired
Shea & Company served as the exclusive financial advisor to BC Partners