NJ-BURGISS/CAISSA
The Burgiss Group, LLC (“Burgiss”) and Caissa, LLC (“Caissa”) today announced that they have entered into a definitive agreement to merge businesses. On a combined basis, the firm will be one of the world’s leaders in private capital and total investment plan solutions. Burgiss and Caissa’s products meet the challenges institutional investors face in managing asset allocation and liquidity and assessing exposure, performance, and risk, while addressing compliance, ESG and climate concerns. The combined firm will be headquartered in Hoboken, New Jersey and have over 450 employees worldwide.
“We’re excited to announce that Burgiss and Caissa are joining forces,” said James Kocis, Founder and CEO of Burgiss. “Caissa is a world-class provider of multi-asset class solutions to institutional investors. We’re thrilled to have our teams coming together and welcome the contributions that David Hsu and Susan Veksler will make to our business as members of our Board.”
“Burgiss and Caissa are a perfect match,” said David Hsu, Co-Founder and CEO of Caissa. “Both firms have their roots in helping investors make better investment decisions. Burgiss has an unrivaled presence and reputation in private capital data and analytics, while the Caissa platform serves as the foundational technology for investors across all asset classes. With our combined operational scale, we’re now able to deliver value to a wider audience much more quickly.”
“Caissa’s multi-asset class platform was expressly built for asset allocators,” said Susan Veksler, Co-Founder and President of Caissa. “As our clients know, we have taken great care to craft a solution that is both advanced and intuitive. Together with Burgiss, we will continue to advance the interests of our client base and remain at the forefront of innovation across data, analytics, and technology.”
This merger builds on Burgiss’ strategic partnership with MSCI Inc. (“MSCI”), a leading provider of critical decision support tools and services for the global investment community, announced in January 2020. Together, Burgiss and MSCI aim to drive innovation, acceleration and adoption of data, tools and solutions for investors in private assets around the world.
“The powerful combination of Burgiss and Caissa represents an exciting opportunity for investors and managers of private assets and multi-asset class portfolios around the world,” said Henry Fernandez, Chairman and CEO of MSCI. “With this merger, both firms can achieve tremendous scalability and drive greater innovation of differentiated tools and solutions across the global private assets industry. Through its representation on the Burgiss Board, MSCI looks forward to working closely together with Burgiss and Caissa to help them achieve their strategic objectives,” added Mr. Fernandez.
About Burgiss
Burgiss is the global provider of investment decision support tools for private capital. Along with deep expertise in performance and risk measurement, our analytics platform and research-quality data help investment teams make better investment decisions. Following the merger, Burgiss content and capabilities will continue to be accessible through multiple channels and platforms. We serve over 1,000 firms in 36 countries, and our data covers over $8 trillion in private capital.
About Caissa
Caissa is the leading portfolio analytics software provider for endowments, foundations, family offices, pension funds, and outsourced CIOs. Founded in 2010, the Caissa team is committed to advancing technology solutions for institutional allocators. Caissa's client base consists of asset owners representing over $1.7 trillion in assets under management. For more information, please visit www.caissallc.com .
View source version on businesswire.com: https://www.businesswire.com/news/home/20210913005161/en/
Link:
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Zycus Named a Leader in the 2026 Gartner® Magic Quadrant™ for Source-to-Pay Suites23.1.2026 20:00:00 CET | Press release
This acknowledgment reflects Zycus’ momentum in Agentic AI, comprehensive S2P suite, brand trust and customer outcomes. Zycus, a global provider in Source-to-Pay (S2P) technology, today announced that it has been recognized as a Leaderin the 2026 Gartner® Magic Quadrant™ for Source-to-Pay Suites. We believe the report points to Zycus’ continued investment in Merlin Intake to streamline user experience and Agentic AI to support workflows such as tail-spend management via autonomous negotiation. This aligns with Zycus’ “Intake to Outcomes” (I2O) belief: simplify how work enters procurement, orchestrate execution with Agentic AI, and deliver outcomes with the right governance and control. “Being recognized as a Leader in the Gartner Magic Quadrant for Source-to-Pay Suites reflects our long-term commitment to innovation, customer outcomes, and responsible AI,” said Aatish Dedhia, Founder & CEO of Zycus. “Merlin Agentic AI is designed to move beyond task automation towards end-to-end outcom
Bureau Veritas to Acquire a Leading Sustainability Specialist for Consumer Products in Italy23.1.2026 18:13:00 CET | Press release
Bureau Veritas, a global leader in Testing, Inspection, and Certification services (TIC), announces the acquisition of SPIN360, a leading Italian consulting firm specialized in sustainable innovation and development across primary premium fashion and luxury brands. This acquisition aligns with Bureau Veritas’ LEAP | 28 strategy to create new strongholds in the Consumer Product Services (CPS) industry, and to accelerate its growth in key markets such as Italy. The transaction will deliver on value creation opportunities, by combining SPIN360's proprietary Life Cycle Assessment (LCA) tools and data-driven advisory services with Bureau Veritas' certification and supply chain auditing expertise. It will also help position Bureau Veritas as a global center of excellence for premium fashion and luxury. Created in 2009 and based in Milan, SPIN360 provides technical advisory services covering LCA, life cycle costing, environmental product declarations, carbon footprint, supply chain engagement
HCLTech to Acquire Singapore-based Finergic to Boost Digital Transformation Offerings for Wealth Management Industry23.1.2026 17:55:00 CET | Press release
HCLTech, a leading global technology company, today announced that it has signed a definitive agreement to acquire Finergic Solutions Pte Ltd, a boutique wealth consulting firm headquartered in Singapore. The transaction is expected to close by April 30, 2026. Founded in 2019, Finergic focuses on core banking and wealth management transformation and has a strong, well-established global presence. The addition of Finergic’s niche capabilities, combined with the scale of HCLTech, is expected to unlock stronger synergies and enhance service delivery across the financial services and wealth management industry. HCLTech brings 25+ years of global experience in serving leading financial institutions. By integrating Finergic’s specialized transformation strategy, consulting and wealth-architecture capabilities, HCLTech will accelerate the delivery of next-generation, platform-enabled wealth management solutions anchored by advanced AI-native workflows. These capabilities will complement HCLTe
Saudi Arabia to Host World Economic Forum Global Collaboration and Growth Meeting: Building Common Ground and Reviving Growth on 22-23 April 202623.1.2026 16:29:00 CET | Press release
Saudi Arabia will host the World Economic Forum (WEF) Global Collaboration and Growth Meeting: Building Common Ground and Reviving Growth in Jeddah on 22-23 April 2026, it was announced on the closing day of the 56th Annual Meeting of the Forum in Davos, Switzerland. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260123725881/en/ HE Faisal F. Alibrahim, Saudi Arabia’s Minister of Economy and Planning, announces that the Kingdom will host the World Economic Forum Global Collaboration and Growth Meeting in Jeddah in April 2026 (Photo: AETOSWire) His Excellency Faisal F. Alibrahim, Saudi Arabia’s Minister of Economy and Planning today confirmed the details for the regular high-level WEF meeting, which was announced at the 2025 WEF Annual Meeting. Calling for pragmatism and collaboration against a backdrop of geopolitical fragmentation, HE Alibrahim said “stability can’t be quickly built, and it can’t be bought”. “Stability need
Philip Morris International Urges FDA Advisory Committee to Recommend Authorizing ZYN as a Modified Risk Tobacco Product23.1.2026 15:15:00 CET | Press release
In January 2025, ZYN became the first nicotine pouch product authorized for marketing by the FDA Experts from Philip Morris International (PMI) (NYSE: PM) yesterday presented scientific evidence to the U.S. Food and Drug Administration’s (FDA) Tobacco Products Scientific Advisory Committee (TPSAC) as part of the FDA’s process for a Modified Risk Tobacco Product (MRTP) designation for their ZYN nicotine pouch products. This designation would allow PMI’s U.S. family of businesses to communicate to U.S. legal-aged, 21+ adult cigarette smokers that switching completely to ZYN reduces their risk of many smoking-related diseases and we look forward to a decision by FDA. "The FDA’s Center for Tobacco Product’s (CTP) mission is to make smoking-related disease and death a part of America’s past,” said Keagan Lenihan, Chief External Affairs Officer for PMI U.S. “Smoke-free products, like ZYN, play a critical role in helping CTP achieve this mission and provide adults who smoke with important inf
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom