Arma Partners is pleased to announce that it has acted as exclusive financial advisor to Harvest, a portfolio company of Five Arrows, on its sale to TA Associates and Montagu.

Founded in 1989 and headquartered in Paris, Harvest is a Wealth Management SaaS platform with market leadership in France and emerging footprint in adjacent European countries with c.5,000 clients. Its solutions cover the entire customer journey from prospecting, onboarding, compliance, advice, tax, to distribution.

Under Five Arrows’ ownership, Harvest has grown both organically and through M&A, from a strong domestic player to the largest pure-play front-office Wealth Management SaaS platform in Europe.

TA Associates and Montagu will support Harvest’s management team in their future growth initiatives – entering new geographies, expanding into adjacent areas and further developing product offering – both organically and through targeted M&A.

This landmark transaction demonstrates Arma Partners’ role as a leading advisor to outstanding businesses and management teams in Financial Technology and Wealth Management software, delivering exceptional outcomes for private equity investors across Europe.