Doxim’s Majority Recapitalization From Strattam Capital to GI Partners


Doxim represents the second portfolio investment in GI Partners Fund V, a $2.8 billion fund raised in 2017. Shea & Company acted as exclusive financial advisor and Wilson Sonsini Goodrich & Rosati acted as legal advisor. Kirkland & Ellis acted as legal advisor to GI Partners.

Doxim Inc. (“Doxim”), a leading provider of customer engagement and content management SaaS solutions for financial services organizations, today announced that GI Partners (“GI”) has acquired a majority stake in the company from Strattam Capital (“Strattam”). Doxim’s existing management team will maintain a significant ownership in the company.

Founded in 2000, Doxim helps over 1,700 clients in the financial services industry digitize the consumer experience to create better connections at every touch-point and dramatically improve service at a fraction of current operating costs. Doxim’s offering includes its enterprise content management platform and statements solutions, which comprise digital composition, delivery, and archiving, as well as print services. The Doxim Customer Engagement Platform enables omni-channel customer experience that improves long-term loyalty and drives wallet share.

Doxim is a leading provider of SaaS-based customer engagement software for banks, credit unions, and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate effectively throughout the client lifecycle, and improve cross-sell and upsell activities that drive increased wallet share.

The WSGR team representing Doxim in the transaction includes partners Todd Cleary (Picture) and Jonathan Zhu and associates Brooke Goodlett, JD Peters, and Devin Heckman.

Involved fees earner: Todd Cleary – Wilson Sonsini Goodrich & Rosati; Brooke Goodlett – Wilson Sonsini Goodrich & Rosati; JD Peters – Wilson Sonsini Goodrich & Rosati; Jonathan Zhu – Wilson Sonsini Goodrich & Rosati; Devin Heckman – Wilson Sonsini Goodrich & Rosati;

Law Firms: Wilson Sonsini Goodrich & Rosati;

Clients: Doxim Inc.;

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Author: Ambrogio Visconti