RCS - SS&C Technologies - SS&C Completes Acquisition of Calastone

SS&C Technologies HoldingsAnnouncement

14/10/2025 12:00

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RNS Number : 2269D  SS&C Technologies Hldgs Inc  14 October 2025

SS&C Technologies Completes Acquisition of Calastone

 

 

WINDSOR, CT, October 14, 2025 (BUSINESS WIRE) - SS&C Technologies
Holdings, Inc.
(https://www.ssctech.com/?utm_campaign=SSC2025-Enterprise-Press-Release-1025&utm_medium=pressrelease&utm_source=prnews&utm_content=SSNC-Completes-Calastone-Acquisition)
(Nasdaq: SSNC) today announced it has completed its acquisition of Calastone
from global investment firm Carlyle. Calastone is the largest global funds
network and leading provider of technology solutions to the wealth and asset
management industries. The purchase price is approximately £766 million
(approximately US $1.03 billion), subject to certain adjustments.

SS&C funded the purchase with a combination of debt and cash. As part of
the transaction, SS&C upsized its Term Loan B facility by $1,050 million,
which has an interest rate of SOFR+200 and matures in 2031. The transaction is
expected to be accretive over the next 12 months.

Effective immediately, Calastone's team of 250 employees will join SS&C
Global Investor & Distribution Solutions. They will report to General
Manager Nick Wright. Calastone has an extensive global network, with offices
in London, Luxembourg, Hong Kong, Taipei, Singapore, New York and Sydney.

Calastone's technology solutions complement SS&C's offerings in fund
administration, transfer agency, AI and intelligent automation. The combined
team will deliver a unified, real-time operating platform to reduce cost,
complexity and operational risk for fund industry participants worldwide.
Clients will benefit from enhanced distribution, investor servicing and
operational scalability.

"Calastone's network and technology further strengthen SS&C's leadership
across global fund operations," said Bill Stone, Chairman and CEO of SS&C
Technologies. "Together, we will accelerate innovation for our clients, expand
our reach, and continue to simplify the way the industry operates."

"This is an exciting new chapter for Calastone," said Julien Hammerson, CEO of
Calastone. "Joining SS&C gives our clients and employees access to greater
scale, investment, and opportunity. We're proud of what we've built and look
forward to contributing to SS&C's continued growth and global success."

SS&C was advised by Davis Polk & Wardwell LLP.

 

 

About Calastone

Calastone is the largest global funds network, connecting the world's leading
financial organisations.

Calastone's mission is to reduce complexity, risk and costs, enabling the
industry to deliver greater value to investors. 4,500 clients in 58 countries
and territories benefit from Calastone's services, processing over £250
billion of investment value each month.

Calastone is headquartered in London and has offices in Luxembourg, Hong Kong,
Taipei, Singapore, New York and Sydney.

About SS&C Technologies

SS&C is a global provider of services and software for the financial
services and healthcare industries. Founded in 1986, SS&C is headquartered
in Windsor, Connecticut, and has offices around the world. More than 22,000
financial services and healthcare organizations, from the world's largest
companies to small and mid-market firms, rely on SS&C for expertise,
scale, and technology.

 

Additional information about

SS&C (Nasdaq:SSNC) is available at www.ssctech.com (about%3Ablank) .

Follow SS&C on X, Linkedin and Facebook.

 

For more information

Brian Schell

Chief Financial Officer

SS&C Technologies

Tel: +1-816-642-0915

Email: InvestorRelations@sscinc.com (mailto:InvestorRelations@sscinc.com)

 

Justine Stone

Investor Relations

SS&C Technologies

Tel: +1-212-367-4705

Email: InvestorRelations@sscinc.com (mailto:InvestorRelations@sscinc.com)

 

Media Contacts

Sam Gentile

Tel: +1-646-818-9195

Email : pro-SSC@prosek.com (mailto:pro-SSC@prosek.com)

 

 

SOURCE: SS&C

 

 

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