Key Takeaways
- • Hg Capital has agreed to sell its majority stake in Quantios, a trust and corporate services software provider, to Vista Equity Partners, with completion expected in Q3 2026 subject to regulatory approvals.
- • The transaction is expected to generate approximately 30% uplift to Hg's carrying value of its investment, though financial terms were not publicly disclosed.
- • Quantios operates a global software platform serving nearly 700 organizations through its Quantios Core and Klea product suites, with significant AI integration developed during Hg's ownership period.
- • Hg's investment thesis centered on embedding generative AI and agentic AI capabilities into the platform to automate regulated workflows—a technology roadmap that reportedly attracted buyer interest and supported the company's growth trajectory.
- • The sale marks Hg's latest portfolio exit in 2026, following disposals of GTreasury and Intelerad, demonstrating the firm's continued execution of successful technology-focused exits.
Summary
Private equity firm Hg Capital has agreed to divest its majority stake in Quantios to Vista Equity Partners, completing another technology-focused exit for the London-based investor. The transaction is expected to close in the third quarter of 2026, pending customary regulatory approvals and closing conditions. Financial terms were not disclosed, though Hg indicated the sale would generate approximately 30% uplift to the carrying value of its investment based on current valuation metrics.
Quantios was formed through Hg's acquisition and consolidation strategy. Hg initially invested in TrustQuay in 2022 before combining the business with ViewPoint—previously owned by EQT-managed funds—in 2023 to create the unified Quantios platform. Since its formation, the company has established itself as a significant player in the trust and corporate services software sector, serving approximately 700 organizations globally through its core product suites.
During Hg's ownership period, Quantios pursued an aggressive artificial intelligence integration strategy designed to enhance its competitive positioning. The company embedded generative AI capabilities into its core platform and developed a suite of agentic AI tools engineered to automate complex regulated workflows for customers—a critical differentiator in the highly regulated trust and corporate services industry. This technology roadmap was developed with support from Hg Catalyst, the firm's dedicated AI engineering and incubation team, which launched Quantios' first agentic AI solution earlier in 2026. Hg identified the AI strategy as a significant factor in attracting Vista's interest and sustaining the company's growth momentum.
The Quantios sale represents the latest in a series of capital returns Hg has executed during 2026. Earlier exits included treasury management software provider GTreasury and healthcare imaging software business Intelerad, reflecting the firm's demonstrated ability to execute technology-sector transactions. Baird and Deutsche Bank served as financial advisers to Hg on the transaction.
Quantios was formed through Hg's acquisition and consolidation strategy. Hg initially invested in TrustQuay in 2022 before combining the business with ViewPoint—previously owned by EQT-managed funds—in 2023 to create the unified Quantios platform. Since its formation, the company has established itself as a significant player in the trust and corporate services software sector, serving approximately 700 organizations globally through its core product suites.
During Hg's ownership period, Quantios pursued an aggressive artificial intelligence integration strategy designed to enhance its competitive positioning. The company embedded generative AI capabilities into its core platform and developed a suite of agentic AI tools engineered to automate complex regulated workflows for customers—a critical differentiator in the highly regulated trust and corporate services industry. This technology roadmap was developed with support from Hg Catalyst, the firm's dedicated AI engineering and incubation team, which launched Quantios' first agentic AI solution earlier in 2026. Hg identified the AI strategy as a significant factor in attracting Vista's interest and sustaining the company's growth momentum.
The Quantios sale represents the latest in a series of capital returns Hg has executed during 2026. Earlier exits included treasury management software provider GTreasury and healthcare imaging software business Intelerad, reflecting the firm's demonstrated ability to execute technology-sector transactions. Baird and Deutsche Bank served as financial advisers to Hg on the transaction.
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