Exclusive financial advisor to ConvergePoint, LLC

KPMG Corporate Finance LLC (“KPMG CF”) acted as the exclusive financial advisor to ConvergePoint, LLC. (“ConvergePoint” or the “Company”) on its acquisition by Ideagen Software, Inc. (“Ideagen”), a portfolio company of Hg Capital, LLP (“Hg Capital”). ConvergePoint is the industry’s only holistic regulatory compliance management suite purpose-built on Microsoft ecosystem.

Why KPMG Corporate Finance

Drawing on deep expertise in Governance, Risk, and Compliance (GRC) software, KPMG CF strategically positioned ConvergePoint to highlight its innovation and scalability. This approach fueled a competitive process that not only maximized value for the client but also resulted in a partnership aligned with ConvergePoint’s long-term vision—accelerating its path toward market leadership. GRC software remains one of the KPMG Software team’s core focus areas, where our sector insights and transaction experience consistently deliver strong outcomes for clients.

 “I want to recognize the exceptional team at KPMG Corporate Finance LLC who played a crucial role in ConvergePoint's successful acquisition by Ideagen. After interviewing four prospective investment banking firms, I selected KPMG based on their proven track record of successfully guiding software and compliance SaaS companies through similar transactions. I had the pleasure of working closely with two outstanding Managing Directors on this project: JP Ditty and Grant Heffernan. The strong work ethic, collaborative culture, and unwavering commitment to client success demonstrated by their entire team were truly commendable. Throughout the nine-month engagement, their commitment to achieving the best possible outcome was unwavering. Every investor call I participated in always included at least one, and often both, Managing Directors. The accessibility of the entire team was remarkable. In the rare cases when any one of them was unavailable, I never waited more than 30 minutes for a returned call. The team is among the most detail-oriented professionals I have had the opportunity to work with. Their dedication and meticulous attention to detail were instrumental in navigating the most demanding aspects of investor questions and due diligence. The comprehensive analysis they conducted of my business was exceptional, providing potential investors with real insights into the value we offered. This standard of excellence remained consistent throughout the entire deal lifecycle. The entire team consistently stepped in wherever needed to ensure objectives were met. I cannot recommend this team highly enough to any organization seeking investment banking services. Their professionalism, expertise, and commitment to client success made all the difference in our successful outcome.”
Aju Koshy
Founder & CEO, ConvergePoint

About ConvergePoint

Headquartered in Houston, TX, and purpose-built on Microsoft 365 SharePoint, ConvergePoint is a holistic regulatory compliance management software provider offering complete life-cycle management of policies, contracts, conflict of interest (COI) disclosures, and incident management. The company extends the functionality of the world’s largest collaboration software, Microsoft 365 SharePoint, to address the significant gap in compliance management. With 85% of global enterprises using Microsoft 365 SharePoint, ConvergePoint’s seamless integration with existing workflows makes it a top choice for customers.

About Ideagen

Headquartered in Nottinghamshire, U.K., Ideagen is an industry-leading Governance, Risk, and Compliance (GRC) software company that provides compliance, health and safety, quality, and risk solutions to highly regulated industries. It serves over 250 global aviation organizations, nine of the top ten global aerospace and defense corporations, more than 900 hospitals and healthcare centers, 65% of the world’s leading food and beverage brands, and over 1,000 government organizations. ConvergePoint marks Ideagen’s second acquisition in 2025 and its twelfth since the start of 2023. Ideagen is backed by Hg Capital, a leading private equity firm focused on technology buyouts in the United States and Europe. The firm manages over $85 billion in assets and invests primarily in the software and services sectors.