Ballard Spahr advised Annexus Ventures with its formation and recent strategic investments in RetireUp and RepPro. RetireUp is a Chicago-based financial software company that uses technology to provide investment and asset management education and planning solutions to its customers. RepPro is the creator of a simplified digital application experience for financial professionals.

Based in Scottsdale, AJ Venture Holding, LLC, doing business as Annexus Ventures, is a venture capital firm focused on making early-stage investments in InsureTech, Fintech, and software startups focused on the financial services industry.

Ballard Spahr Business and Finance Partner Travis J. Leach led the legal team—which included Laura C. Brooks and Chloe Jensine Steadman—on both transactions. Mr. Leach is a Practice Leader of Ballard Spahr’s Emerging Growth and Private Capital Group. He handles mergers and acquisitions, corporate governance matters, public offerings, and other business transactions.