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Raymond James

Mid-market investment bank with a technology and services group

St. Petersburg, Boston, New York, Chicago, San Francisco, Reston, Atlanta, Los Angeles, Toronto, London, Munich · raymondjames.com · 18 latest deals

1 Overview

Raymond James is a US investment bank. Its technology and services group advises software, fintech and data companies on mid-market deals. It has offices in St. Petersburg, Boston, New York, Chicago, San Francisco, Reston, Atlanta, Los Angeles, Toronto, London and Munich.

Its website lists its 18 latest technology deals. Dealroom has its own record of 13 of them, which adds the date or value where the site gives none. A value is known for 2 of the 18.

  • Application software
  • SaaS
  • Fintech
  • Information services / data analytics
  • Healthcare IT
  • Marketing tech
  • Tech-enabled services

2 Deals

Raymond James’ latest deals

The deals on Raymond James’ website, newest first, with the side it advised where the site says so. Dates and values the site leaves out come from Dealroom where it has the deal. Cards open the company’s Dealroom profile where there is one.

Softdocs

acquired by

AAurora Capital Group

Sell-side · Oct 2026

Firm evidence

Filogix

acquired by

Dominion Lending Centres

Buy-side · Aug 2026 · $42.9M

Locked

Sell-side · Jul 2026

Sentinel Offender Services

acquired by

Allied Universal

Sell-side · Jul 2026

Vitalware

acquired by

Med-Metrix

Sell-side · Jun 2026 · $147M

Locked

Buy-side · May 2026

PPartsTrader

acquired by

EEnlyte

Buy-side · Apr 2026

LLiveBarn

acquired by

AAscent Sports Group

Sell-side · Mar 2026

E

Locked

L

Capital raise · Dec 2025

Spark Membership

growth investment by

Bregal Sagemount

Capital raise · Sep 2025

MMoody's Analytics Learning Solutions and Canadian Securities Institute

acquired by

FFitch Group

Sell-side · Aug 2025

Locked

Sell-side · Nov 2024

Landscape Management Network

merged with

SingleOps

Sell-side · Nov 2024

AArcher Holdco

acquired by

BBNY

Sell-side · Sep 2024

Locked

Capital raise · Mar 2024

ActiveViam

acquired by

Nordic Capital

Sell-side · Feb 2024

Financial Information Technologies

growth investment by

General Atlantic

Buy-side · Aug 2023

Locked

Sell-side · Jun 2023

6 of the 18 deals are locked

The full profile lists every transaction, with the buyers, investors and values.

Request access

Source: Raymond James website, checked 27 October 2026; Dealroom.

3 Team

1 partner

The partner who lead Raymond James’ deals.

  • DC

    David Castagna

    Vice Chairman of Investment Banking; Head of Technology ECM

Source: Raymond James team page, checked 27 October 2026.

Request the full advisor profile

Every deal on Raymond James’ record with its buyers, investors and values, and the same profile for other technology M&A advisors in Europe.

Advisor registry checked 2026-10-31T08:17:26.269Z. 0 relationships await canonical refresh. Sheet-linked dates and values come from Dealroom.