Burgiss Buys Caissa, Expands Empire

Posted on 09/13/2021


Private equity data giant The Burgiss Group, LLC agreed to merge with Caissa, LLC. The combined firm will be headquartered in Hoboken, New Jersey and have over 450 employees worldwide. Caissa was founded in 2010 and is a portfolio analytics software provider for endowments, foundations, family offices, pension funds, and outsourced CIOs. Burgiss’ offerings include private asset transparency and performance benchmark tools delivered through a unified portfolio management platform.

In January 2020, MSCI Inc. parked US$ 190 million in Burgiss for a significant minority interest.

In October 2019, Caissa announced it will integrate into the Caissa Platform ESG Ratings and research from MSCI ESG Research. MSCI ESG Research data is comprised of research, Ratings, climate, and screening data on over 8,000 companies.

Caissa took in a US$ 870,800 PPP loan that was approved on May 1, 2020.

Preqin vs. Burgiss
Burgiss Group’s war with Preqin is heating up. In August 2021, Preqin bought Colmore, a private markets technology, services, and administration business. Burgiss could also end up into the hands of MSCI eventually.

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