Portfolio > MackeyRMS
STATUS: Active
MackeyRMS™ is the leading provider of SaaS-based research management software optimized for investment professionals. With clients on its platform managing over $2.5 trillion in AUM, the company is recognized for being highly automated and ultra-portable. MackeyRMS works with users’ existing devices and applications to seamlessly aggregate and organize research content. MackeyRMS is headquartered in Boston, MA.

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When it was time to explore strategic options, I could have easily sold to a strategic acquiror. But, when I met the Resurgens’ team, and understood how they would truly work alongside us sharing their deep knowledge and operational experience within the industry, I got very excited about the next phase to realize the true potential of the business. Their deal flexibility allowed me to stay deeply involved in a true partnership with Resurgens…I am very happy I made that decision! Resurgens is a fantastic partner who is transforming not only my company, but my life and legacy.

Chris Mackey, Founder and Chief Executive Officer