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Transactions / C••••••• S•••••••• I•••

CSI Announces Strategic Investment from TA

Growth investmentannouncedannounced Jan 10, 2024Fact
What happened
Target
C••••••• S•••••••• I•••
Platform
not an add-on on record
Control
unknown
Share acquired
unknown
Industry
unknown
Target location
unknown
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
7 named
Buy side
  • M••• L•••••Board appointeeconfirmed
    “E••••••• and M••• L•••••, Managing Director at TA, will join CSI’s board of directors alongside current board members, including Jared Hendricks, Senior Managing Director at Centerbridge, and Frank Martire, Bridgeport’s Founder.”
  • H••••• T• E•••••••Deal partnerconfirmed
    ““In our year-long, in-depth review of the core banking market, CSI emerged repeatedly as the leading innovator in its market segments,” said H••••• T• E•••••••, Managing Director for TA.”
  • H••••• T• E•••••••Deal partnerconfirmed
    ““In our year-long, in-depth review of the core banking market, CSI emerged repeatedly as the leading innovator in its market segments,” said H••••• T• E•••••••, Managing Director for TA.”
  • T• A•••••••••Sponsorconfirmed
    “CSI, a leading provider of end-to-end financial software and technology, announced today a strategic investment from T• A••••••••• (TA), a leading global private equity firm.”
Side not stated
  • D•••• C•••••••••Managementconfirmed
    ““In our nearly 60-year history, we have remained uniquely focused on empowering community bankers with the most advanced technology that drives efficiency, meaningful growth and account holder loyalty,” said D•••• C•••••••••, CEO and President of CSI.”
  • D•••• C•••••••••Managementconfirmed
    ““In our nearly 60-year history, we have remained uniquely focused on empowering community bankers with the most advanced technology that drives efficiency, meaningful growth and account holder loyalty,” said D•••• C•••••••••, CEO and President of CSI.”
  • C••••••• S•••••••• I•••Targetconfirmed
    “CSI Announces Strategic Investment from TA”
Evidence
“CSI Announces Strategic Investment from TA”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 16, 2026