William Blair served as exclusive financial advisor to PSG Equity (PSG) in connection with its minority investment in SavvyMoney, a portfolio company of Spectrum Equity. The transaction closed in October 2025.
About the Companies
PSG is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic opportunities, and build strong teams. Having backed more than 160 companies and facilitated over 530 add-on acquisitions, the firm brings extensive investment experience, deep expertise in software and technology, and a firm commitment to collaborating with management teams. Founded in 2014, PSG operates out of offices in Boston, Kansas City, London, Madrid, Paris, and Tel-Aviv.
SavvyMoney is an industry leader in financial wellness and growth solutions, extending its reach to over 1,500 banks, credit unions, and fintechs nationwide. The synergy of real-time credit data and advanced digital personalization and marketing tools defines the company’s offerings, seamlessly integrating with more than 40 digital banking platforms. What sets SavvyMoney apart is not just its innovative technology but also its hands-on service, coupled with a resolute commitment to assisting financial institutions in fortifying and enriching their consumer relationships.
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