ePlus inc. (NASDAQ: PLUS) is officially out of the financing game, and fully back in the innovation seat. On July 1, 2025, the Virginia-based tech services firm closed the sale of its U.S. financing division to PEAC Solutions, a portfolio company of HPS Investment Partners.
This move marks a major strategic pivot, allowing ePlus to double down on its core strength: technology-driven transformation, especially in high-growth areas like AI, cybersecurity, cloud, and managed services.
CEO Mark Marron made it clear: the divestment frees up capital and internal resources to scale both organically and inorganically, meaning ePlus could go on a buying spree in key tech segments.
“We’re excited about the many opportunities this sale enables us to leverage,” Marron said in the official release.
Expect M&A activity, possible AI-focused acquisitions, and deeper investments in areas like cloud infrastructure, enterprise security, and digital transformation consulting.
With over 2,100 employees and three decades of experience, ePlus is well-positioned to serve large enterprises looking to modernize IT stacks, especially as demand for AI deployment and edge-to-cloud services surges.
Though the sale price wasn’t disclosed in the press release, the capital raised is expected to impact FY26 guidance, which ePlus plans to update on its next earnings call. Investors should be watching closely, especially for signs of margin expansion, R&D reinvestment, and revenue acceleration from services-led contracts.
Importantly, ePlus was advised by Macquarie Capital and K&L Gates LLP, signaling a well-structured exit likely designed to maximize liquidity while preserving relationships with key customers.
The buyer, PEAC Solutions, is a heavyweight in equipment and asset-based lending. Backed by HPS Investment Partners, PEAC operates globally and specializes in enabling businesses to finance equipment in sectors ranging from industrial to medical.
With this acquisition, PEAC strengthens its North American portfolio and gains immediate exposure to ePlus’s established client base, a strategic win as equipment financing grows amid rising tech adoption.
This deal signals something broader: ePlus is repositioning itself not as a financier, but as a next-gen technology enabler. In a world where CIOs are prioritizing AI readiness, cloud migration, and cybersecurity, ePlus is shedding the “banker” role and embracing the innovation partner identity.
And that could be good news for long-term investors.
