Davis Polk advised SS&C Technologies Holdings, Inc. on its acquisition of Conifer Financial Services, LLC for an aggregate purchase price of $88.5 million, subject to customary adjustments.

SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Headquartered in San Francisco, Conifer is an independent asset services firm that services pensions, endowments, foundations, family offices, RIAs, traditional asset managers, private equity and hedge funds.

The Davis Polk corporate team included partner Leonard Kreynin and associate Robert F. Smith. Partner Pritesh P. Shah and associate Bonnie Chen provided intellectual property and technology advice. Partner Michael Mollerus provided tax advice. Counsel Cynthia Akard provided executive compensation advice. Members of the Davis Polk team are based in the New York and Northern California offices.

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