Key Takeaways
- • Hg has agreed to sell its majority stake in Quantios, a SaaS provider serving the global trust and corporate services sector, to Vista Equity Partners in a secondary buyout expected to close in Q3 2026.
- • The transaction is anticipated to generate approximately a 30% uplift on Hg's investment, reflecting value creation over a four-year holding period since the firm's initial acquisition of TrustQuay in 2022.
- • Quantios operates as a global platform serving nearly 700 organizations, built on flagship products Quantios Core and Klea, with embedded generative AI and a separately priced agentic AI layer for automating regulated workflows.
- • AI strategy was a critical value driver during Hg's ownership, with native generative AI embedded in core products and an agentic AI solution launched in March 2026 through Hg Catalyst, an internal AI incubator and engineering team.
- • Financial terms of the transaction have not been disclosed; the business originated from a 2023 merger between TrustQuay (owned by Hg) and ViewPoint (owned by EQT funds) to create a unified industry champion.
Summary
Hg, a leading investor in European and transatlantic software and services businesses, has agreed to sell its majority stake in Quantios to Vista Equity Partners, marking a secondary buyout and full exit from the asset. The transaction was announced on July 30, 2026, and is expected to complete in the third quarter of 2026, subject to customary closing conditions. While specific financial terms remain undisclosed, the sale is anticipated to generate approximately a 30% uplift on Hg's original investment.
Quantios was formed through a strategic 2023 merger combining TrustQuay, which Hg acquired in 2022, and ViewPoint, an asset owned by funds managed by EQT. Under Hg's stewardship over four years, the combined entity evolved into a market-leading SaaS platform serving the trust and corporate services industry, now partnering with close to 700 organizations globally. The company's core product suite includes Quantios Core and Klea, solutions designed to address mission-critical workflows within the highly regulated trust and corporate services sector.
A central driver of value creation under Hg's ownership has been the company's product-led artificial intelligence strategy. Generative AI capabilities are now embedded natively within Quantios Core and delivered to customers as standard functionality. Additionally, Quantios offers a separately priced agentic AI layer designed to automate complex, regulated workflows, with specialized agents currently deployed and a larger development pipeline identified for future releases. This strategic direction was supported by Hg Catalyst, the firm's dedicated AI incubator and engineering team, which launched the business's first agentic solution in March 2026.
Hg Partners Chris Fielding and Principal Conor Stewart characterized Quantios as "a high-quality business serving a mission-critical sector, deeply embedded in its customers' workflows and with a genuine technical edge in AI," underscoring the company's competitive positioning and the importance of its AI roadmap to buyer interest. The sale to Vista Equity Partners, a prominent software-focused private equity investor, reflects demand for technology-enhanced platforms in regulated service industries and validates the strategic investments made in AI-driven automation during Hg's ownership period.
Quantios was formed through a strategic 2023 merger combining TrustQuay, which Hg acquired in 2022, and ViewPoint, an asset owned by funds managed by EQT. Under Hg's stewardship over four years, the combined entity evolved into a market-leading SaaS platform serving the trust and corporate services industry, now partnering with close to 700 organizations globally. The company's core product suite includes Quantios Core and Klea, solutions designed to address mission-critical workflows within the highly regulated trust and corporate services sector.
A central driver of value creation under Hg's ownership has been the company's product-led artificial intelligence strategy. Generative AI capabilities are now embedded natively within Quantios Core and delivered to customers as standard functionality. Additionally, Quantios offers a separately priced agentic AI layer designed to automate complex, regulated workflows, with specialized agents currently deployed and a larger development pipeline identified for future releases. This strategic direction was supported by Hg Catalyst, the firm's dedicated AI incubator and engineering team, which launched the business's first agentic solution in March 2026.
Hg Partners Chris Fielding and Principal Conor Stewart characterized Quantios as "a high-quality business serving a mission-critical sector, deeply embedded in its customers' workflows and with a genuine technical edge in AI," underscoring the company's competitive positioning and the importance of its AI roadmap to buyer interest. The sale to Vista Equity Partners, a prominent software-focused private equity investor, reflects demand for technology-enhanced platforms in regulated service industries and validates the strategic investments made in AI-driven automation during Hg's ownership period.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.