Code & Co.

Case Studies

We uncover opportunities and actual risks that affect asset valuation and fuel growth.

We are a trusted, long-term partner to our clients, backed by our proven track record, deep technical and product domain knowledge, and firsthand entrepreneurial and finance experience.

Afinum logo

Code & Co.’s advice has been outstanding. Their ability to combine deep technological and software expertise with commercial acumen is unique in the market. Combined with a deep senior involvement, an exceptional quality level and a down-to-earth attitude makes them my advisor of choice.

Kai Roolf
Kai Roolf

Afinum, Partner

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Selected Success Stories

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  • SKM Market Predictor logo
    • FinTech & FIS

    Code & Co. delivers Tech and Product Due Diligence to both The Riverside Company and Montel Group in preparation of its acquisition of SKM Market Predictor (SKM), a provider of analysis and advisory services for the Nordic power and renewables markets.

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  • ApprovalMax logo
    • FinTech & FIS

    Code & Co. advises Yttrium on Tech & Product Due Diligence ahead of its investment in ApprovalMax, a B2B software platform used by businesses around the world to build robust financial controls.

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  • Akur8 logo
    • FinTech & FIS

    Code & Co. advises One Peak on Tech & Product Due Diligence ahead of its investment in Akur8, a machine learning-powered insurance pricing and reserving platform.

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  • Payt logo
    • FinTech & FIS

    Code & Co. advises Partech Partners on Tech & Product Due Diligence ahead of its investment in Payt, a leading accounts receivable SaaS platform.

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  • DMRZ logo
    • FinTech & FIS

    Code & Co. provides Tech & Product Due Diligence to VIA equity ahead of its investment in DMRZ, a leading German provider of cloud-based billing software in the healthcare sector.

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  • Isio logo
    • Wealth Management
    • FinTech & FIS

    Code & Co provides Tech & Product Due Diligence to Aquiline ahead of its investment in Isio, a leading pensions, benefits and investment advisory in the UK.

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  • WealthOS logo
    • FinTech & FIS

    Code & Co. advises Main Set on Tech & Product Due Diligence ahead of its investment in WealthOS, a leading cloud-native wealth management infrastructure platform provider.

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  • tetralog systems AG logo
    • FinTech & FIS

    cleversoft group, in partnership with Levine Leichtman Capital Partners (LLCP), received Tech and Product Due Diligence from Code & Co. for the acquisition of tetralog systems AG, a provider of digital investment advisory solutions.

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  • amaZervice logo
    • API & Cloud Services
    • E-commerce & Marketplaces
    • FinTech & FIS

    Code & Co. conducted Tech & Product Due Diligence for the E-Commerce Software Group, a portfolio company of funds advised by Bregal Unternehmerkapital (“BU”), on its investment in amaZervice, a leading VAT compliance and invoicing software provider.

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  • Epassi logo
    • FinTech & FIS

    Code & Co. provides Bregal Milestone with Exit Readiness Tech & Product Due Diligence prior to the sale of its portfolio company Epassi, recognized by The Financial Times as one of the fastest growing companies in Europe, to TA Associates and Warburg Pincus.

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  • Smart logo
    • FinTech & FIS

    Code & Co. provides Tech & Product DD to Aquiline Capital Partners ahead of the $95m Series E investment in global FinTech.

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  • AMANA logo
    • FinTech & FIS

    Code & Co. provides Tech & Product Due Diligence to LucaNet ahead of the acquisition of AMANA, the leading software provider for accounting and tax solutions in Europe

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  • EnAppSys Ltd. logo
    • FinTech & FIS

    Code & Co. advises Riverside and Montel Group ahead of their acquisition of data and analytics provider EnAppSys.

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  • Fact AG logo
    • FinTech & FIS

    Code & Co. provides Tech & Product Due Diligence to ACTICO ahead of its acquisition of a majority stake in Fact

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  • knowis AG logo
    • FinTech & FIS

    Code & Co. provides Tech & Product Due Diligence to Bayern Kapital ahead of its investment in knowis

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  • Montel AS logo
    • FinTech & FIS

    Code & Co. advises Riverside on acquisition of Montel, a Norwegian provider of energy and electricity market information

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  • kevin. logo
    • FinTech & FIS

    Code & Co. advises Speedinvest ahead of its investment in Kevin, a novel payment solution that transforms expensive card transactions into A2A payments

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  • MIR Limited logo
    • FinTech & FIS

    Code & Co. provides Tech & Product Due Diligence to Investcorp in connection with its acquisition of innovative payments and e-wallet platform operator MIR Limited

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  • Toqio logo
    • FinTech & FIS

    Code & Co. advises Speedinvest and Seaya Ventures ahead of their $9.4M investment in white label fintech platform Toqio

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  • sevDesk logo
    • FinTech & FIS

    €50M growth funding for sevDesk, a leading cloud-native accounting platform for self-employed, freelancers, and small businesses

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  • tech11 logo
    • Business Process Automation
    • FinTech & FIS

    Code & Co. advises HTGF on its investment in tech11, an innovative core insurance platform

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  • ACTICO logo
    • Business Process Automation
    • FinTech & FIS

    Code & Co. advises Bregal Unternehmerkapital on its majority stake acquisition of Actico, a leading provider of intelligent business process automation and digital decision-making software

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  • ACADEMY Group logo
    • ERP & CRM Systems
    • FinTech & FIS

    Code & Co. advises ECM ahead of its growth investment in driving school market services provider Academy

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  • nudge Global logo
    • FinTech & FIS
    • EDTech

    Code & Co. provides Tech & Product DD to Kennet ahead of its investment in nudge, a well-received FinTech platform

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  • MSTS logo
    • FinTech & FIS

    Code & Co. advises Corsair Capital on the acquisition of the global B2B payment and credit solutions provider MSTS

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  • Groupe Meilleurtaux logo
    • FinTech & FIS
    • Consumer & Entertainment

    Code & Co. advises Silver Lake on the acquisition of Goldman-backed Groupe Meilleurtaux, a leading French financial services broker

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  • 7Learnings logo
    • FinTech & FIS
    • Data Analytics & AI
    • E-commerce & Marketplaces

    Code & Co. provides Tech & Product Due Diligence to HTGF prior to their investment in 7Learnings, a machine learning enabled dynamic pricing software for retailers.

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