Ropes & Gray represented Planview in its acquisitions of Tasktop, a pioneer and leader in Value Stream Management (VSM), and Enrich, a product portfolio analytics company. Terms of both transactions were not announced. The signing of the Tasktop transaction was first announced on May 18 while the Enrich deal was made public on June 22 in a press release.
Planview is a global leader in Portfolio Management and Work Management headquartered in Austin, Texas. The Tasktop and Enrich acquisitions are part of Planview’s strategy to build the future of connected work and deliver transformative solutions.
The team that represented Planview was led by private equity partner James C. Davis, and included private equity partner Jay Freedman, leveraged finance partner Alexander Zeltser, tax partner Benjamin Rogers, benefits partner Matthew Jones, litigation & enforcement partners Jonathan Klarfeld and Maria Calvet, IP transactions partner Violetta Kokolus, benefits counsel Stephanie Bruce, and litigation & enforcement counsel Steven Kaye.
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