Birch Hill Equity Partners is pleased to announce the recent sale of EISI

Toronto, November 10, 2011 – EISI, based in Winnipeg, Canada is a leading provider of needs assessment and financial planning software tools. Their flagship products, NaviPlan and Profiles, are the preferred choice for more than 250,000 financial professionals. Since 1990, EISI’s customers have used their needs analysis and financial planning software to help improve efficiency, increase client engagement and enhance client relationships. Their blue chip customers include 11 of the top 25 banks in North America, 17 of the top 25 brokers, 3 of the top 5 Canadian insurance companies and 7 of the 10 largest U.S. life insurance companies.

Birch Hill made its initial investment in EISI in June 2004. Since that investment, EISI grew substantially due to organic growth and a key acquisition of a major U.S. competitor.

On November 10, 2011, Birch Hill closed the sale of EISI to Zywave, a leading provider of software-as-a service enterprise automation solutions for the employee benefits and P&C insurance distribution industry.

With $2.0 billion in capital under management, Birch Hill Equity Partners invests in leading Canadian middle-market businesses. Birch Hill’s team has many years of experience working together as an active partner with top management teams in building long term value. Since 1994, Birch Hill has made more than 50 investments with 30 now fully realized.


Pierre Schuurmans
Birch Hill Equity Partners Management Inc.