Bill Rourke, President, Rourke Advisory IncBill’s Story

Bill has been a serial entrepreneur in the software products business.  Linian was founded in 1986 with two partners and built to be the dominant provider of portfolio accounting software for the fast growing mutual fund industry.  Linian expanded its product into related portfolio management markets including functionality to support Separately Managed Accounts.   Linian was sold in 1994 in an all cash transaction to Star Data, a Canadian public company.

Bill left Star Data in 1996 to found Salentica.  Salentica grew to be a leading provider of CRM solutions for Registered Investment Advisors (RIA) and Wealth Managers with over 80% of its revenue earned in the US from many of the largest RIA’s.  Salentica created strategic product relationships with the major custodians that RIA’s relied on to help build the Salentica brand and awareness.  Salentica was acquired by SS&C Technologies, a large, publicly traded financial services technology provider in 2016.

At both Linian and Salentica, Bill’s focus and contribution was marketing and sales.  Bill has founded Rourke Advisory to help B2B software product companies accelerate their growth while reducing their risks by benefiting from Bill’s experience and knowledge building successful software companies

Terry’s StoryTerry Steeves, Principal Rourke Advisory

Terry has a diverse background in the financial services software business.  In addition to being a CPA, Terry has been involved in software product firms in the areas of development, sales, and implementation since 1982.   During his career Terry has been involved in many acquisitions of software firms on both the buy and sell side.

In 1991, Terry joined Bill Rourke at Linian, a leading provider of portfolio management systems in Canada for mutual funds, wealth managers and banks.  Linian was sold to Star Data in 1994 and Star Data was then sold to CGI, a global information technology company in 2001.   During his time at CGI, Terry was responsible for Marketing, Development and Delivery for CGI’s wealth management and brokerage products.

Terry worked with the CGI Corporate Acquisitions Group where he was responsible for identifying and participating in the acquisition and due diligence relating to companies in the financial services sector.

Terry joined Salentica in 2013, where he led the finance group, along with the delivery and support of the CRM solutions that Salentica developed.  In 2016, Salentica was sold to SS&C Technologies.  Terry worked with SS&C to meet their due diligence requirements and helped manage the successful integration phase with SS&C.