How SS&C Protected Founder Ownership Through 100 Deals
Bill Stone, founder and CEO of SS&C Technologies, discusses how he scaled the company through nearly 100 acquisitions while maintaining meaningful founder ownership and control. He breaks down his balance sheet leverage philosophy, operational restructuring playbook, and key strategies for screening motivated sellers. Stone also details the mechanics behind major takeovers, including Financial Models Company, GlobeOp, and Blue Prism.
- Bill Stone built SS&C Technologies through nearly 100 acquisitions, including Financial Models Company, GlobeOp, and Blue Prism, while protecting founder equity. Read →
- Bill Stone built SS&C Technologies through nearly 100 acquisitions, executing takeovers of major assets like Financial Models Company, GlobeOp, and Blue Prism while keeping founder control. Read →
- Board unanimity means nothing when sponsor headquarters decides otherwise; SS&C's board voted unanimously to go public in 2007, but Carlyle leadership in Washington killed the IPO. Read →
- SS&C Technologies completed nearly 100 acquisitions, including major takeovers of Financial Models Company, GlobeOp, and Blue Prism, while founder Bill Stone retained roughly 15% equity ownership. Read →
- Bill Stone built SS&C Technologies across nearly 100 acquisitions by demanding two hard benchmarks on every asset: at least $250,000 in revenue per employee and a clear trajectory to 40% EBITDA margins. Read →
- Bill Stone scaled SS&C Technologies across nearly 100 acquisitions by eliminating duplicate corporate functions that buyout sponsors cannot remove. Read →