Advised Allocate Software, the leading international provider of healthcare workforce management software and portfolio company of Hg, on its sale to Vista Equity Partners 
-Allocate Software (“Allocate”) is the leading international provider of healthcare workforce management software.
-Headquartered in the UK, its core product is used for workforce rostering, time & attendance, and associated compliance workflows
-The business has two segments: the core Healthcare operations, which serves healthcare institutions across the UK, Sweden, and continental Europe; and Dynama, the leading provider of workforce and resource optimisation software to the Defence & Maritime industries
-Allocate has 500 employees, with over 170 working in the R&D and product management function
-Vista Equity Partners is a leading private equity firm focused solely on acquiring enterprise software, data, and technology-enabled companies.
-The company has over $33 billion in cumulative capital commitments and together with its operational arm, Vista Consulting Group (VCG), employs over 280 people.
-Vista has completed over 320 technology related transactions to date which represent over $97 billion in aggregate transaction value.
-Founded in 2000 the company is based in Austin, Texas with additional offices in Chicago, Illinois; San Francisco, California; Oakland, California.
-Vista has significant experience in building and growing market leading healthcare SaaS companies.
-The investment will support the company’s next phase of development including product innovation and global expansion of Allocate’s group of companies and brands, including Dynama.
-As a value-added investor, Vista will contribute both professional expertise and multi-level support to help Allocate to continue providing trusted and valued solutions to organizations and professionals across the globe.
-Arma Partners worked as exclusive financial advisor to support Allocate and its shareholders throughout the exit process, including the performing of valuation, leading the interactions with counter parties, due diligence, articulating the equity story and negotiations on transaction terms.
-Arma was able to enable a value optimising outcome through a sale to a high-profile sponsor.
-Overall, Arma Partners assisted Allocate and Hg in realising their strategic objectives, drawing on Arma’s deep expertise in healthcare technology and continued track record of advising on landmark cross-border deals.