As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.
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Transactions

October 2012
Tampa, Florida
has been acquired by
Paris, France


Background

DMLT (dba Investment Café), a fast-growing provider of cloud-based, web-based services to allow the General Partners of Private Equity, Real Estate, Hedge Funds and other alternative investments to manage, report and communicate with their investors, was founded in 2001 by Mark Levey and Ken Pierce.  The pair saw the market need for a flexible, web-based reporting and communications solution for Alternative Investment managers, after being asked to consult on a project for JPMorgan’s internal private equity group.  They saw that even some of the world’s most sophisticated firms still relied on paper and postal services for these functions.

Eleven years later, Investment Café had established itself as a leader in its field, with headquarters and a development center in Tampa, Florida, and sales offices in New York, Chicago and London as well as a services group based in the Dominican Republic.  The Company’s customer base had grown to encompass some of the largest and most sophisticated managers including the Carlyle Group, Clayton Dubilier & Rice, GTCR, Hellman & Friedman, TPG and Warburg Pincus.  These clients used the Company’s suite of products to manage the entire lifecycle of Limited Partner communication, document delivery and financial reporting for their funds across multiple alternative asset classes, in the US, Europe and Asia.



Overview

M&A Role

Press

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