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Investing.com -- Global investment firm Carlyle has reached an agreement to acquire intelliflo from Invesco, according to an announcement made Tuesday.
intelliflo is a market leading provider of cloud-based practice management software for independent financial advisors in the United Kingdom.
Evercore acted as financial advisor to Invesco during the transaction, while HSF Kramer provided legal advice.
The companies did not disclose financial terms of the deal or expected closing date.
intelliflo offers technology solutions specifically designed for the financial advisory sector, focusing on practice management tools delivered through cloud-based platforms.
RedBlack, which was mentioned in relation to the announcement, is a provider of wealth technology and managed services that helps financial advisors scale their operations and improve client outcomes.
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