Ownership stake · Activity not yet classified

Tasktop

Transaction overview

Reported completed

Announced:

Exact closing date not established.

Planview reported completing its acquisition of Tasktop; Sumeru Equity Partners, Tasktop's lead investor, rolled part of its equity and retained a minority interest in Planview.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Planview Announces Strategic Acquisition of Tasktop ↗

    Planview · Published May 18, 2022

    Reports the May 18, 2022 definitive agreement for Planview to acquire Tasktop.

  2. Planview Completes Acquisition of Tasktop ↗

    Planview · Published Jul 5, 2022

    Reports completion and identifies Sumeru Equity Partners as Tasktop's lead investor rolling equity into and retaining a minority interest in Planview.

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Tasktop · RIA Monitor