Buyout firm Vista explores $3 billion sale of private markets data provider Allvue, sources say

Vista Equity Partners is considering a potential sale of Allvue Systems, a provider of data and analytics for asset managers and credit investors, for up to $3 billion including debt, according to sources familiar with the matter. This comes nearly five years after Allvue's initial public offering on the New York Stock Exchange was unsuccessful due to the decline of financial technology stocks in 2021.

Despite challenges in recent years, 2026 has seen a resurgence in deal-making for specialized financial technology and data providers, which have proven resilient against the rise of artificial intelligence. Vista has enlisted the help of Evercore and Barclays to explore potential buyers for Allvue, whose products assist in managing investments, tracking performance, and streamlining back-office operations.

The company, headquartered in Miami, generates more than $200 million in annual recurring revenue and has grown at a rate of over 15% annually, with margins exceeding 30%. If sold, Allvue could fetch between $2 billion and $3 billion, based on its impressive growth rate, strong margins, and valuations seen in comparable companies within the sector.