Ropes & Gray represented BV Investment Partners in its acquisition of Source Advisors, a market leading specialty tax solutions and software provider. Terms of the transaction were not disclosed. The transaction was announced on April 7 in a press release.
BV Investment Partners is a middle-market private equity that since its founding in 1983 has invested approximately $4.4 billion, actively targeting investments in the tech-enabled business services, software, and IT services industries.
The Ropes & Gray team that represented BV Investment Partners was led by private equity partners Neill Jakobe and Timothy Castelli (both of Chicago), and included leveraged finance partner Greg Bauer (Chicago), mergers & acquisitions counsel Thomas Burke (New York), benefits partner Jennifer Cormier (Boston), tax partner Aaron Harsh (Boston), data, privacy & cybersecurity partner Edward McNicholas (Washington, D.C.), litigation & enforcement counsel Joseph Rafferty (New York) and Steven Kaye (Boston), tax counsel Sara Clevering (Boston), tax partner Pamela Glazier (Boston), litigation & enforcement partner Matthew McGinnis (Boston) and private equity associates PJ Sullivan (Boston), Andrew Pomranke and Bill Zimmerman (both of Chicago).
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