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15 deals tracked · Updated 9:37 AM PDT·Full deal sheet
Platform·Technology/DevOps / Infrastructure Software·June 17, 2026

Montagu acquires BMC Helix from BMC Software

The deal adds an agentic AI ServiceOps platform serving enterprise customers in financial services, healthcare, insurance, and retail, with offices in Sunnyvale and Houston.

Takeaways

  • BMC Helix is a agentic AI ServiceOps platform for enterprise service and operations management.
  • Montagu and BMC Helix are classified as a platform transaction.
  • The target serves enterprise customers across financial services, healthcare, insurance, retail across US.
BuyerMontagu
TargetBMC Helix
SponsorMontagu
SellerBMC Software
TypePlatform
GeographyUS
IndustryTechnology
Sub-sectorDevOps / Infrastructure Software

Montagu agreed to acquire a majority stake in BMC Helix, an agentic AI ServiceOps platform for enterprise service and operations management, from BMC Software.

Based in Sunnyvale, California, and Houston, the company serves enterprise customers across financial services, healthcare, insurance, and retail.

The carve-out will operate as an independent business, sharpening its focus and AI innovation with support from Montagu's experience in nearly 40 carve-outs since 2002.

Perella Weinberg advised Montagu; Kirkland & Ellis served as legal counsel.

Completion is subject to regulatory approvals and customary closing conditions.