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Like NorthStar Systems International, Inc.

closed 2/16/2012 via Market Wire

SEI Investments, acquired NorthStar Systems International, Inc.

See 483 Comparable Transactions
synopsis: SEI has acquired assets of the technology firm NorthStar Systems International, Inc. in a move designed to quickly expand SEI's front-office capabilities across its Global Wealth Platform. NorthStar provides application and infrastructure solutions to manage client relationships in the wealth management lifecycle.
buyer: SEI Investments(SEIC:$929.73)
SEI is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
target: NorthStar Systems International, Inc.
NorthStar Systems International, Inc. provides application and infrastructure solutions to manage client relationships in the wealth management lifecycle. The company offers Wealth Management Software, Asset Management Software, and Infrastructure Software.
price ($mm)
$10
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/9/2012 via GlobeNewswire

SS&C Technologies, Inc., acquired Portia

See 377 Comparable Transactions
synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, has completed its acquisition of Thomson Reuters PORTIA business, an industry leading middle-to-back office investment operations platform.
buyer: SS&C Technologies, Inc.(SSNC:$551.84)
SS&C Technologies is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world.
target parent: Thomson Reuters
target: Portia
PORTIA is the industry's premier middle-to-back office solution, automating the operations of more than 200 investment managers in over 40 countries worldwide. PORTIA Outsourcing Services manages and services some or all of your middle-to-back office operation.
price ($mm)
$170
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/10/2012 via PR Newswire

SunGard Data Systems Inc., purchased Pilot Software from TOBAM

See 377 Comparable Transactions
synopsis: SunGard, one of the world's leading software and technology services companies, has acquired the Pilot software solution from TOBAM, a Paris, France-based asset management firm. Pilot is a comprehensive solution developed and used by portfolio managers.
buyer: SunGard Data Systems Inc.(:$3,555.90)
SunGard Data Systems is one of the world's leading software and technology services companies. SunGard provides software and processing solutions for financial services, higher education and the public sector.
seller: TOBAM
TOBAM is an asset management firm established in Paris, France registered and authorized by Autorité des Marchés Financiers (“AMF”) – the French Markets Authority. TOBAM is also an SEC registered investment adviser.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/11/2011 via BusinessWire

iPipeline, Inc., acquired GaleForce Solutions

See 128 Comparable Transactions
synopsis: iPipeline, Inc. has announced the acquisition of the assets of Vancouver-based GaleForce® Solutions. GaleForce Solutions is a market leader in providing advanced CRM with client management, productivity, compliance and security tools, and industry-specific integrations to financial services professionals.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster.
target: GaleForce Solutions
GaleForce Solutions develops and markets customer relationship management (CRM) solutions to the financial services industry. GaleForce's industry-specific solutions allow businesses to maximize the value of their Microsoft products including Dynamics CRM, SharePoint and Outlook.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/29/2010 via Company Press Release

Temenos Group AG, will acquire Odyssey Financial Technologies

See 525 Comparable Transactions
synopsis: Odyssey Financial Technologies (Odyssey), a global provider of front- and middle-office software for the Private Banking and Private Wealth Management industries, is pleased to announce that it will join forces with Temenos, the market leading provider of core banking software.
buyer: Temenos Group AG(US:TMNSF:$450.21)
Temenos is the world's leading banking software vendor, providing state-of-the-art and cost-effective banking software systems for banks and corporations everywhere. With more than 55 offices worldwide, Temenos is proven in over 1,500 customer deployments in more than 125 countries across the world.
 target: Odyssey Financial Technologies
Odyssey Financial Technologies is a global financial technology company specializing in front and middle-office software for the Private Banking, Private Wealth Management and Asset Management industries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/26/2009 via Company Press Release

Lloyds TSB Development Capital, acquired Independent Specialist Technology (UK) Ltd

See 465 Comparable Transactions
synopsis: 1ST - THE EXCHANGE, a leading provider of technology and e-commerce solutions to the financial services sector, announced it has received the backing of Lloyds TSB Development Capital (LDC).
buyer parent:LLoyds Banking Group
buyer: Lloyds TSB Development Capital
Lloyds TSB Development Capital is the venture capital arm of the Lloyds TSB Group plc. They invest in medium sized companies wanting between £2 million and £30 million of equity & specialise in deals in the £5 million to £75 million range.
target: Independent Specialist Technology (UK) Ltd
1st - The Exchange is a market leading provider of technology solutions to the financial services market. The Company provides an integrated suite of technology solutions, software and consultancy to the financial services industry, to help support the key stages of a distributor’s business process.
price ($mm)
$187
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/4/2012 via PR Web

DOXIM Inc., acquired Arius Software Corporation

See 112 Comparable Transactions
synopsis: Doxim Inc. the leading provider of cloud-based Enterprise Content Management and advanced document processing solutions for Financial Service Providers, announced that it has acquired Arius Software, of Kitchener-Waterloo, Ontario. Arius is the leading provider of account opening applications to the North American financial services sector.
buyer: DOXIM Inc.
Doxim builds and delivers cloud-based Enterprise Content Management and advanced document processing solutions for Financial Service Providers and their outsourcing partners.
target: Arius Software Corporation
Arius Software is a leading provider of account opening and document management solutions for financial services. The flagship product, Arius OpenAdvantage®, enables wealth management firms to attract new customers, increase operational efficiency and reduce costs.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/2/2008 via PR Newswire

Morningstar, Inc., acquired Financial Computer Support

See 401 Comparable Transactions
synopsis: Morningstar, Inc., a leading provider of independent investment research, today announced it has completed its previously announced acquisition of Financial Computer Support, Inc., a leading provider of practice management software for independent advisors.
buyer: Morningstar, Inc.(MORN:$658.29)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets.
target: Financial Computer Support
Financial Computer Support, Inc. has been providing practice management software solutions to financial professionals for more than two decades. The company's flagship product, dbCAMS+, is a scalable portfolio management system that supports office automation.
price ($mm)
$4.93
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/16/2008 via BusinessWire

BlackRock, Inc., will acquire Impact Investing

See 401 Comparable Transactions
synopsis: BlackRock, Inc. will acquire Impact Investing, a Sydney, Australia based software development company specializing in equity portfolio management and analytical software tools. Impact will be fully integrated into BlackRock Solutions.
buyer: BlackRock, Inc.(BLK:$4,700.00)
BlackRock® is a premier provider of global investment management, risk management and advisory services to institutional and retail clients around the world.
target: Impact Investing
Impact Investing Pty, Ltd. operates as a software development company. The company specializes in developing analytical software tools for equity portfolio managers that aid them in their day to day role of managing money, constructing portfolios, and communicating their conclusions and results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/5/2008 via Company Press Release

SunGard Data Systems Inc., acquired Advanced Portfolio Technologies

See 401 Comparable Transactions
synopsis: SunGard has acquired Advanced Portfolio Technologies, Inc., a leading global provider of risk management systems and portfolio optimization software for asset managers, hedge funds, pension funds, broker/dealers and proprietary traders.
buyer: SunGard Data Systems Inc.(:$3,555.90)
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business.
target: Advanced Portfolio Technologies
Advanced Portfolio Technologies, Inc. develops and distributes market and credit-risk models and software applications. The company provides risk and performance products for understanding market, credit, and liquidity risks, as well as portfolio construction and performance analysis.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/12/2007 via Company Press Release

TD Ameritrade Holding Corporation, acquired iRebal

See 401 Comparable Transactions
synopsis: TD Ameritrade announced that its ThinkTech Inc. subsidiary has acquired iRebal, a company founded by Gobind Daryanani in association with three leading planning firms whose portfolio rebalancing program is used by wealth managers. Terms of the acquisition were not announced, but Daryanani will continue to oversee the development of iRebal.
buyer: TD Ameritrade Holding Corporation(AMTD:$2,423.09)
TD AMERITRADE Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients.
target: iRebal
iRebal is a rule-based application that automatically generates trade recommendations for multiple-account level rebalancing and cash management. It was developed through the joint efforts of three major advisory firms in an effort to improve the efficiency of their rebalancing efforts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/15/2012 via BNC Analysis

MortgageKeeper, acquired Senro CRM system

See 147 Comparable Transactions
synopsis: The eKeeper Group, provider of the MortgageKeeper CRM system, acquires Solution4 UK. Solution4's Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
buyer parent:eKeeper Solutions Ltd.
buyer: MortgageKeeper
MortgageKeeper was founded in 2004 and specialises in building and maintaining high quality systems to the financial services industry.
target: Senro CRM system
Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/23/2010 via GlobeNewswire

TradeStation Securities, Inc., acquired Portfolio Maestro

See 390 Comparable Transactions
synopsis: TradeStation announced its acquisition of the Portfolio Maestro "Portfolio Testing" software technology from Rina Technologies, LLC, an Ohio-based portfolio trading software company. The products acquired include all versions of Portfolio Maestro, together with many of Rina's legacy portfolio testing, reporting and analysis products.
buyer: TradeStation Securities, Inc.(TRAD:$128.97)
TradeStation Securities, Inc., offers the TradeStation platform to the active trader and certain institutional trader markets. TradeStation is an electronic trading platform that offers state-of-the-art electronic order execution.
target: Portfolio Maestro
Portfolio Maestro is a complete solution for Portfolio Testing, Signal Generation and Automated Execution. Clients have the ability to choose a language to create their systems, data sources for historical and realtime testing, as well as to choose brokers to execute the systems.
price ($mm)
$4.99
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/12/2008 via bobsguide.com

3i Infotech Limited, acquired Accounting Frameworks Limited

See 389 Comparable Transactions
synopsis: 3i Infotech, a global provider of IT solutions, today announces that it has acquired Accounting Frameworks Limited, a leading independent provider of accounting, portfolio management and front office systems to the private equity sector.
buyer: 3i Infotech Limited
3i Infotech provides software solutions for the banking, insurance, capital markets, mutual funds, government, manufacturing, retail and distribution verticals. The company services customers in over 45 countries across 5 continents.
target: Accounting Frameworks Limited
Accounting Frameworks, Ltd. provides software solutions for general partners, and private equity and venture capital fund administrators. Its software modules cover marketing, administration, and accounting for investing in unquoted companies or funds.
price ($mm)
$13
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/30/2005 via BNC Analysis

Odyssey Asset Management Systems, will purchase Reuters Portfolio Management System (RPMS) from Reuters Group PLC

See 390 Comparable Transactions
synopsis: Odyssey Asset Management Systems today announced that it has entered into a definitive agreement with Reuters to acquire the Reuters Portfolio Management System (RPMS) business. The transaction is expected to close on or around 31st December 2005.
buyer: Odyssey Asset Management Systems
Odyssey is an industry leader in the global provision of wealth and asset management solutions and services. Odyssey focuses on providing a comprehensive range of components for portfolio management, advisory, customer relationship, compliance, risk, and analytics.
seller: Reuters Group PLC
Reuters the global information company, provides indispensable information tailored for professionals in the financial services, media and corporate markets. Through reuters.com and other digital properties, Reuters now also supplies its trusted content direct to individuals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/3/2007 via BusinessWire

BNY ConvergEx Group, acquired LiquidPoint, LLC

See 456 Comparable Transactions
synopsis: GTCR Golder Rauner, LLC announced that BNY ConvergEx Group, LLC, a leading provider of global agency brokerage and investment technology solutions, has completed its acquisition of LiquidPoint LLC. BNY ConvergEx Group was formed in 2006 when GTCR partnered with The Bank of New York Company, Inc. and Eze Castle Software.
buyer parent:GTCR Golder Rauner
buyer: BNY ConvergEx Group
BNY ConvergEx Group, LLC provides investment and execution technology solutions to institutional clients worldwide. The company provides a full array of leading technologies and an integrated platform of performance-driven, global trading capabilities.
target: LiquidPoint, LLC
The LiquidPoint Solution is a flexible, customized software trading application designed to meet the specific needs of professional electronic options traders. LiquidPoint’s mission is simple: to optimize electronic trade efficiency through cutting edge speed and functionality.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2007 via PR Newswire

Fidelity Ventures, acquired Asset Control NV

See 456 Comparable Transactions
synopsis: Asset Control, the leading provider of Centralized Data Management solutions to the financial services industry, announced that Fidelity Ventures has taken a majority investment in the company.
buyer parent:FMR Corp.
buyer: Fidelity Ventures
Fidelity Ventures invests in technology companies at the "Go-To-Market" stage. Its 40-year track record includes hundreds of successful investments in the consumer, communications, systems and software markets.
target: Asset Control NV
Asset Control is the world's leading provider of Centralized Data Management to financial industry firms. With a complete range of in-house and outsourced options, Asset Control delivers Total Data Management, a hybrid approach to data management.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/1/2007 via PR Newswire

Advent Software, Inc., acquired East Circle Solutions

See 456 Comparable Transactions
synopsis: Advent Software, Inc. the leading provider of software and solutions for the investment management industry has acquired East Circle Solutions, a New York-based company that develops software to automate the billing process for investment management organizations.
buyer: Advent Software, Inc.(ADVS:$326.25)
Advent Software's quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs.
target: East Circle Solutions
East Circle Solutions, Inc. develops software to automate billing process in investment management companies. The company offers AdvisorBilling, an application designed to automate investment billing process.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/3/2007 via BusinessWire

Prosoft Engineering, purchased myStock product from Bare Reef

See 378 Comparable Transactions
synopsis: Prosoft Engineering, Inc. and Bare Reef LLC are announcing today that Prosoft has acquired Bare Reef's myStock product for an undisclosed sum. This acquisition will aid Prosoft in its development of a stock portfolio monitoring application for the Mac. The new product is called Stox.
buyer: Prosoft Engineering
Established in 1985, Prosoft Engineering, Inc. specializes in creating professional quality software designed to be easily used by both novice and expert users. Prosoft started out as an engineering services company doing contract development work for Apple and most key Mac OS developers.
seller: Bare Reef
Bare Reef aimed to provide a lightweight stock portfolio manager for the average investor.Bare Reef's lightweight manager quickly became what some users dubbed the best solution on the Mac. Today, Bare Reef is committed to providing the best portfolio management solution on the Mac.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/23/2011 via BusinessWire

Francisco Partners, acquired eFront SA

See 217 Comparable Transactions
synopsis: EFR Holdings SAS, an acquisition vehicle controlled by funds affiliated with Francisco Partners, acquired a majority of the share capital and voting rights of eFront S.A., a business software solutions provider dedicated to the financial industry, listed on the Alternext Paris market of NYSE Euronext (ALEFT).
buyer: Francisco Partners
Francisco Partners is a leading global private equity firm with offices in San Francisco and London focused exclusively on investments in technology and technology-enabled services businesses.
target: eFront SA
eFront is a software provider of solutions dedicated to the financial industry with recognized expertise in Alternative Investments and Risk Management. eFront’s solutions serve major companies in the Private Equity, Real-Estate Investment, Banking, and Insurance sectors.
price($mm)[EV]
$42 [$28]*
rev ($mm)
$45
EBITDA ($mm)
$8
EV / rev
1.3x
EV / EBITDA
7.3x
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*Price paid does not equal Enterprise Value as the buyer aqcuired less than 100% of target
closed 2/16/2012 via Market Wire

SEI Investments, acquired NorthStar Systems International, Inc.

See 483 Comparable Transactions
synopsis: SEI has acquired assets of the technology firm NorthStar Systems International, Inc. in a move designed to quickly expand SEI's front-office capabilities across its Global Wealth Platform. NorthStar provides application and infrastructure solutions to manage client relationships in the wealth management lifecycle.
buyer: SEI Investments(SEIC:$929.73)
SEI is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
target: NorthStar Systems International, Inc.
NorthStar Systems International, Inc. provides application and infrastructure solutions to manage client relationships in the wealth management lifecycle. The company offers Wealth Management Software, Asset Management Software, and Infrastructure Software.
price ($mm)
$10
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/16/2012 via Market Wire

SEI Investments, acquired NorthStar Systems International, Inc.

See 483 Comparable Transactions
synopsis: SEI has acquired assets of the technology firm NorthStar Systems International, Inc. in a move designed to quickly expand SEI's front-office capabilities across its Global Wealth Platform. NorthStar provides application and infrastructure solutions to manage client relationships in the wealth management lifecycle.
buyer: SEI Investments(SEIC:$929.73)
SEI is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
target: NorthStar Systems International, Inc.
NorthStar Systems International, Inc. provides application and infrastructure solutions to manage client relationships in the wealth management lifecycle. The company offers Wealth Management Software, Asset Management Software, and Infrastructure Software.
price ($mm)
$10
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/16/2012 via Market Wire

SEI Investments, acquired NorthStar Systems International, Inc.

See 483 Comparable Transactions
synopsis: SEI has acquired assets of the technology firm NorthStar Systems International, Inc. in a move designed to quickly expand SEI's front-office capabilities across its Global Wealth Platform. NorthStar provides application and infrastructure solutions to manage client relationships in the wealth management lifecycle.
buyer: SEI Investments(SEIC:$929.73)
SEI is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
target: NorthStar Systems International, Inc.
NorthStar Systems International, Inc. provides application and infrastructure solutions to manage client relationships in the wealth management lifecycle. The company offers Wealth Management Software, Asset Management Software, and Infrastructure Software.
price ($mm)
$10
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/2/2008 via PR Newswire

Morningstar, Inc., acquired Financial Computer Support

See 401 Comparable Transactions
synopsis: Morningstar, Inc., a leading provider of independent investment research, today announced it has completed its previously announced acquisition of Financial Computer Support, Inc., a leading provider of practice management software for independent advisors.
buyer: Morningstar, Inc.(MORN:$658.29)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets.
target: Financial Computer Support
Financial Computer Support, Inc. has been providing practice management software solutions to financial professionals for more than two decades. The company's flagship product, dbCAMS+, is a scalable portfolio management system that supports office automation.
price ($mm)
$4.93
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/16/2008 via BusinessWire

BlackRock, Inc., will acquire Impact Investing

See 401 Comparable Transactions
synopsis: BlackRock, Inc. will acquire Impact Investing, a Sydney, Australia based software development company specializing in equity portfolio management and analytical software tools. Impact will be fully integrated into BlackRock Solutions.
buyer: BlackRock, Inc.(BLK:$4,700.00)
BlackRock® is a premier provider of global investment management, risk management and advisory services to institutional and retail clients around the world.
target: Impact Investing
Impact Investing Pty, Ltd. operates as a software development company. The company specializes in developing analytical software tools for equity portfolio managers that aid them in their day to day role of managing money, constructing portfolios, and communicating their conclusions and results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/5/2008 via Company Press Release

SunGard Data Systems Inc., acquired Advanced Portfolio Technologies

See 401 Comparable Transactions
synopsis: SunGard has acquired Advanced Portfolio Technologies, Inc., a leading global provider of risk management systems and portfolio optimization software for asset managers, hedge funds, pension funds, broker/dealers and proprietary traders.
buyer: SunGard Data Systems Inc.(:$3,555.90)
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business.
target: Advanced Portfolio Technologies
Advanced Portfolio Technologies, Inc. develops and distributes market and credit-risk models and software applications. The company provides risk and performance products for understanding market, credit, and liquidity risks, as well as portfolio construction and performance analysis.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/20/2007 via BusinessWire

Sopra Group, acquired Business Architects International N.V.

See 401 Comparable Transactions
synopsis: Sopra Group and Business Architects Internationa finalised today the acquisition by Sopra Group of BAI’s activities in Europe. This acquisition reinforces the Group’s European positioning in the financial services sector.
buyer: Sopra Group(SOP:PAR:$1,362.17)
A leader in the European consulting and IT services market, Sopra Group generated revenue of €897.7 million in 2006 and has a human and intellectual resource potential of over 10,000 people.
target: Business Architects International N.V.
Business Architects International N.V. provides software solutions for mortgage and consumer lending operations to financial institutions in Western Europe. It offers a diverse suite of software products for loan applications processing, decision-making process and management of loan applications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/12/2007 via Company Press Release

TD Ameritrade Holding Corporation, acquired iRebal

See 401 Comparable Transactions
synopsis: TD Ameritrade announced that its ThinkTech Inc. subsidiary has acquired iRebal, a company founded by Gobind Daryanani in association with three leading planning firms whose portfolio rebalancing program is used by wealth managers. Terms of the acquisition were not announced, but Daryanani will continue to oversee the development of iRebal.
buyer: TD Ameritrade Holding Corporation(AMTD:$2,423.09)
TD AMERITRADE Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients.
target: iRebal
iRebal is a rule-based application that automatically generates trade recommendations for multiple-account level rebalancing and cash management. It was developed through the joint efforts of three major advisory firms in an effort to improve the efficiency of their rebalancing efforts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/14/2006 via Company Press Release

BISYS Group, Inc., acquired TIME Financial Services, Inc.

See 77 Comparable Transactions
synopsis: BISYS, a leading provider of outsourcing solutions for the financial services sector, today announced its acquisition of TIME Financial Services, Inc., a Woodland Hills, CA - based independent, privately-held planning and insurance consulting organization dedicated to servicing national financial advisory firms.
buyer parent:Citi
buyer: BISYS Group, Inc.(BSG:$882.50)
The BISYS Group, Inc. provides global solutions that enable investment firms, insurance companies and agents to more efficiently serve their customers, grow their businesses, and respond to evolving regulatory requirements.
target: TIME Financial Services, Inc.
TIME Financial Services is the planning and insurance consultant to financial advisor firms throughout the entire United States. TIME brings expertise in estate planning, business planning, charitable planning, and life insurance to the clients of financial advisors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/23/2010 via GlobeNewswire

TradeStation Securities, Inc., acquired Portfolio Maestro

See 390 Comparable Transactions
synopsis: TradeStation announced its acquisition of the Portfolio Maestro "Portfolio Testing" software technology from Rina Technologies, LLC, an Ohio-based portfolio trading software company. The products acquired include all versions of Portfolio Maestro, together with many of Rina's legacy portfolio testing, reporting and analysis products.
buyer: TradeStation Securities, Inc.(TRAD:$128.97)
TradeStation Securities, Inc., offers the TradeStation platform to the active trader and certain institutional trader markets. TradeStation is an electronic trading platform that offers state-of-the-art electronic order execution.
target: Portfolio Maestro
Portfolio Maestro is a complete solution for Portfolio Testing, Signal Generation and Automated Execution. Clients have the ability to choose a language to create their systems, data sources for historical and realtime testing, as well as to choose brokers to execute the systems.
price ($mm)
$4.99
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/12/2008 via bobsguide.com

3i Infotech Limited, acquired Accounting Frameworks Limited

See 389 Comparable Transactions
synopsis: 3i Infotech, a global provider of IT solutions, today announces that it has acquired Accounting Frameworks Limited, a leading independent provider of accounting, portfolio management and front office systems to the private equity sector.
buyer: 3i Infotech Limited
3i Infotech provides software solutions for the banking, insurance, capital markets, mutual funds, government, manufacturing, retail and distribution verticals. The company services customers in over 45 countries across 5 continents.
target: Accounting Frameworks Limited
Accounting Frameworks, Ltd. provides software solutions for general partners, and private equity and venture capital fund administrators. Its software modules cover marketing, administration, and accounting for investing in unquoted companies or funds.
price ($mm)
$13
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/30/2005 via BNC Analysis

Odyssey Asset Management Systems, will purchase Reuters Portfolio Management System (RPMS) from Reuters Group PLC

See 390 Comparable Transactions
synopsis: Odyssey Asset Management Systems today announced that it has entered into a definitive agreement with Reuters to acquire the Reuters Portfolio Management System (RPMS) business. The transaction is expected to close on or around 31st December 2005.
buyer: Odyssey Asset Management Systems
Odyssey is an industry leader in the global provision of wealth and asset management solutions and services. Odyssey focuses on providing a comprehensive range of components for portfolio management, advisory, customer relationship, compliance, risk, and analytics.
seller: Reuters Group PLC
Reuters the global information company, provides indispensable information tailored for professionals in the financial services, media and corporate markets. Through reuters.com and other digital properties, Reuters now also supplies its trusted content direct to individuals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/9/2012 via GlobeNewswire

SS&C Technologies, Inc., acquired Portia

See 377 Comparable Transactions
synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, has completed its acquisition of Thomson Reuters PORTIA business, an industry leading middle-to-back office investment operations platform.
buyer: SS&C Technologies, Inc.(SSNC:$551.84)
SS&C Technologies is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world.
target parent: Thomson Reuters
target: Portia
PORTIA is the industry's premier middle-to-back office solution, automating the operations of more than 200 investment managers in over 40 countries worldwide. PORTIA Outsourcing Services manages and services some or all of your middle-to-back office operation.
price ($mm)
$170
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/10/2012 via PR Newswire

SunGard Data Systems Inc., purchased Pilot Software from TOBAM

See 377 Comparable Transactions
synopsis: SunGard, one of the world's leading software and technology services companies, has acquired the Pilot software solution from TOBAM, a Paris, France-based asset management firm. Pilot is a comprehensive solution developed and used by portfolio managers.
buyer: SunGard Data Systems Inc.(:$3,555.90)
SunGard Data Systems is one of the world's leading software and technology services companies. SunGard provides software and processing solutions for financial services, higher education and the public sector.
seller: TOBAM
TOBAM is an asset management firm established in Paris, France registered and authorized by Autorité des Marchés Financiers (“AMF”) – the French Markets Authority. TOBAM is also an SEC registered investment adviser.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/29/2010 via Company Press Release

Temenos Group AG, will acquire Odyssey Financial Technologies

See 525 Comparable Transactions
synopsis: Odyssey Financial Technologies (Odyssey), a global provider of front- and middle-office software for the Private Banking and Private Wealth Management industries, is pleased to announce that it will join forces with Temenos, the market leading provider of core banking software.
buyer: Temenos Group AG(US:TMNSF:$450.21)
Temenos is the world's leading banking software vendor, providing state-of-the-art and cost-effective banking software systems for banks and corporations everywhere. With more than 55 offices worldwide, Temenos is proven in over 1,500 customer deployments in more than 125 countries across the world.
 target: Odyssey Financial Technologies
Odyssey Financial Technologies is a global financial technology company specializing in front and middle-office software for the Private Banking, Private Wealth Management and Asset Management industries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/3/2007 via BusinessWire

Prosoft Engineering, purchased myStock product from Bare Reef

See 378 Comparable Transactions
synopsis: Prosoft Engineering, Inc. and Bare Reef LLC are announcing today that Prosoft has acquired Bare Reef's myStock product for an undisclosed sum. This acquisition will aid Prosoft in its development of a stock portfolio monitoring application for the Mac. The new product is called Stox.
buyer: Prosoft Engineering
Established in 1985, Prosoft Engineering, Inc. specializes in creating professional quality software designed to be easily used by both novice and expert users. Prosoft started out as an engineering services company doing contract development work for Apple and most key Mac OS developers.
seller: Bare Reef
Bare Reef aimed to provide a lightweight stock portfolio manager for the average investor.Bare Reef's lightweight manager quickly became what some users dubbed the best solution on the Mac. Today, Bare Reef is committed to providing the best portfolio management solution on the Mac.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/22/2006 via BusinessWire

SunGard Data Systems Inc., acquired Integrated Business Systems, Inc

See 376 Comparable Transactions
synopsis: SunGard has acquired Integrated Business Systems, Inc. a Melville, NY-based provider of software solutions and related services to hedge funds. IBSI’s primary product offering, Visual Portfolio Manager, is a leading portfolio accounting solution used by more than 50 hedge fund managers and processing more than $135 billion in assets.
buyer: SunGard Data Systems Inc.(:$3,555.90)
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business.
target: Integrated Business Systems, Inc
Integrated Business Systems, Inc. focuses solely on the needs of hedge funds. Through the Visual Portfolio Manager product, the firm offers a comprehensive, fully integrated solution including portfolio management, trade support, portfolio accounting, and investor reporting.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/2/2005 via PR Newswire

CheckFree Corporation, acquired Integrated Decision Systems

See 435 Comparable Transactions
synopsis: CheckFree Corporation announced that it has purchased Integrated Decision Systems, Inc. (IDS), a provider of enterprise portfolio management solutions to the financial services industry.
buyer: CheckFree Corporation
CheckFree Corp., an electronic payment processing company, provides financial electronic commerce products and services in the United States and internationally. The company operates in three divisions: Electronic Commerce, Software, and Investment Services.
target: Integrated Decision Systems
Integrated Decision Systems is an industry leader in enterprise portfolio management solutions for the financial services industry, with over $4 trillion in assets under management on its systems. Since 1981, the Company's exclusive focus has been on creating highly scalable, open architecture solu
price ($mm)
$18
rev ($mm)
$10
EBITDA ($mm)
EV / rev
1.8x
EV / EBITDA
closed 5/2/2010 via

StatPro Group PLC, acquired Alphai Pty Limited

See 335 Comparable Transactions
synopsis: StatPro, the AIM listed provider of portfolio analytics solutions for the global asset management industry, is pleased to announce the completion on 13 April 2006 of the acquisition of Alphai Pty Limited, an Australian based supplier of performance measurement software solutions to asset managers globally.
buyer: StatPro Group PLC
StatPro Group provides performance measurement software for portfolio analysis for the asset management industry, primarily serving the financial services industry.
target: Alphai Pty Limited
A leading provider of performance measurement and attribution software to the investment management industry worldwide. MAX, the company's flagship product, is used by investment managers, insurance companies and custodian banks with over US $100 billion in assets under management globally.
price ($mm)
$2.42
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/13/2012 via BNC Analysis

eVestment Alliance, LLC, acquired PerTrac Financial Solutions, LLC

See 395 Comparable Transactions
synopsis: eVestment, a premier global provider of comprehensive institutional investment data and cloud-based analytic solutions, announces the acquisition of PerTrac, a leading provider of robust, hedge fund analysis software and workflow solutions.
buyer: eVestment Alliance, LLC
eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive separate account, hedge fund and commingled fund data through robust, user-friendly products, with an unparalleled commitment to client service.
target: PerTrac Financial Solutions, LLC
PerTrac provides sophisticated analytics, reporting and communications software and services for investment professionals, including pensions, family offices, hedge funds, long-only managers, endowments, sovereign wealth funds, funds of funds and industry service providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/3/2010 via Company Press Release

Verisk Analytics, Inc., acquired Strategic Analytics Inc

See 315 Comparable Transactions
synopsis: Verisk Analytics, Inc. announced the acquisition of Strategic Analytics, a leading provider of credit risk and capital management solutions to consumer and mortgage lenders.
buyer: Verisk Analytics, Inc.(VRSK:$1,331.84)
Verisk Analytics is a leading provider of risk assessment solutions to professionals in insurance, healthcare, mortgage lending, government, risk management, and human resources. In the US and around the world, Verisk Analytics helps customers protect people, property, and financial assets.
target: Strategic Analytics Inc
Strategic Analytics provides credit risk and capital management solutions to the world's leading consumer and mortgage lenders. Strategic Analytics helps clients to analyze trillions of dollars in retail loans in countries worldwide.
price ($mm)
$6.23
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/29/2008 via

Bowne & Co. Inc., acquired GCom2 Solutions, Inc.

See 261 Comparable Transactions
synopsis: Bowne & Co., Inc., a leader in shareholder and marketing communications services, today announced it has signed a definitive agreement to acquire the assets and operating business of GCom2 Solutions, Inc. for $45 million in cash.
buyer: Bowne & Co. Inc.(BNE:$675.80)
Bowne provides shareholder and marketing communications services. Dealmakers rely on Bowne to handle critical capital markets communications with speed and accuracy. Compliance professionals turn to Bowne to prepare and file regulatory and shareholder communications online and in print.
target: GCom2 Solutions, Inc.
GCom2 Solutions, Inc. provides financial reporting software and related services for the mutual fund industry in the United States and internationally. Its products include FundSuite SX, ComFiler, and TaxTraX.
price ($mm)
$43
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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Like NorthStar Systems International, Inc.


NorthStar Systems International, Inc.

Portia

TOBAM

GaleForce Solutions

Odyssey Financial Technologies

Independent Specialist Technology (UK) Ltd

Arius Software Corporation

Financial Computer Support

Impact Investing

Advanced Portfolio Technologies

iRebal

Senro CRM system

Portfolio Maestro

Accounting Frameworks Limited

Reuters Group PLC

LiquidPoint, LLC

Asset Control NV

East Circle Solutions

Bare Reef

eFront SA

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NorthStar Systems International, Inc.

NorthStar Systems International, Inc.

NorthStar Systems International, Inc.

Financial Computer Support

Impact Investing

Advanced Portfolio Technologies

Business Architects International N.V.

iRebal

TIME Financial Services, Inc.

Portfolio Maestro

Accounting Frameworks Limited

Reuters Group PLC

Portia

TOBAM

Odyssey Financial Technologies

Bare Reef

Integrated Business Systems, Inc

Integrated Decision Systems

Alphai Pty Limited

PerTrac Financial Solutions, LLC

Strategic Analytics Inc

GCom2 Solutions, Inc.

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Geography
Matching Companies
Ticker: ADVS
 
 
 
 
 
 
 
 
Advent Software, Inc.
Advent Software, Inc.
Advent Software's quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs.
year
2011
rev ($mm)
$326.25
EBITDA ($mm)
$54.89
EBIT ($mm)
$43.26
Net Income ($mm)
$30.17
Employees
337
  • drill down
  • watch
Ticker: NMLE
 
 
 
 
 
 
 
 
Nine Mile Software, Inc.
Nine Mile Software, Inc.
Nine Mile Software, a development stage software company, develops securities trading and rebalancing software for the Registered Investment Advisor (RIA) market. Its lead program, TradeWarrior, was designed to help RIAs to manage, allocate, and rebalance portfolios.
year
2010
rev ($mm)
$0.01
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.26)
Net Income ($mm)
Employees
2
  • drill down
  • watch
Ticker: GB:0F2S
 
 
 
 
 
 
 
 
LineData Services
LineData Services
Linedata is dedicated to the investment management and credit community. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and tailored mission-critical software and services that help its clients grow.
year
2009
rev ($mm)
$207.14
EBITDA ($mm)
$33.58
EBIT ($mm)
$22.00
Net Income ($mm)
$13.10
Employees
800
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Objectway Financial Software S.p.A
Objectway Financial Software S.p.A
Objectway Financial Software S.p.A is a leader in software applications and technology services for financial markets and other corporates in Italy and Europe. The group consists of two companies: ObjectWay Financial Software SpA - the parent company - and ObjectWay iTec SpA.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: SEIC
 
 
 
 
 
 
 
 
SEI Investments
SEI Investments
SEI is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
year
2011
rev ($mm)
$929.73
EBITDA ($mm)
$252.82
EBIT ($mm)
$204.07
Net Income ($mm)
$204.96
Employees
2365
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2011
rev ($mm)
$91.35
EBITDA ($mm)
$23.84
EBIT ($mm)
$22.26
Net Income ($mm)
$23.61
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Bare Reef
Bare Reef aimed to provide a lightweight stock portfolio manager for the average investor.Bare Reef's lightweight manager quickly became what some users dubbed the best solution on the Mac. Today, Bare Reef is committed to providing the best portfolio management solution on the Mac.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Market Line Associates LLC
Market Line Associates LLC
Market Line Associates is a provider of profitability and customer management solutions to the financial industry and is dedicated specifically to helping banks integrate and streamline their profitability performance metrics in finance, line management and marketing.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Upstream Technologies LLC
Upstream Technologies, the Efficient Portfolio Company, is a leading provider of powerful investment management solutions for today's asset managers. The Upstream integrated suite of products, which includes an investment management system, model maintenance system, and order management system.
year
2009
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
8
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Blue Bison Software Consultants
Blue Bison Software Consultants
Blue Bison Software Consultants is a Microsoft Certified Partner located in the Cayman Islands. The company offers established and custom-built solutions to the financial services industry.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Orc Software
Orc Software
Orc is the leading global provider of powerful solutions for the global financial industry in the critical areas of advanced trading and fast connectivity. Orc has for over 20 years provided the market advanced trading solutions for sophisticated traders with high demands.
year
2007
rev ($mm)
$59.90
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: 1400982.IR
 
 
 
 
 
 
 
 
First Derivatives plc
First Derivatives plc
First Derivatives currently employs 400 people worldwide and boasts many of the world’s top financial institutions as clients. The company has developed its own range of software – Delta - which is in use in many of the top tier investment banks and hedge funds.
year
2007
rev ($mm)
$11.90
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$1.90
Employees
58
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Mantara, Inc.
Mantara, Inc.
Headquartered in Jersey City, NJ, Mantara, Inc. is transforming securities trading worldwide through the development and delivery of integrated ultra-low latency desktop trading and pre- at and post-trade risk solutions.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Portware LLC
Portware LLC
Portware LLC is the financial industry's leading developer of broker-neutral trading solutions for global equities, futures, options and FX. Portware Enterprise is a fully customizable trade management and execution system for single stock, portfolio, basket, automated and algorithmic trading.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: AU:GBT
 
 
 
 
 
 
 
 
GBST Holdings
GBST Holdings
GBST is a leading provider of securities transaction and fund administration software for the financial services industry. GBST builds, owns and manages software products and provides support for our customers who use these products.
year
2009
rev ($mm)
$62.64
EBITDA ($mm)
$13.44
EBIT ($mm)
$6.62
Net Income ($mm)
$2.13
Employees
300
  • drill down
  • watch
Ticker: SEIC
 
 
 
 
 
 
 
 
SEI Investments
SEI Investments
SEI is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
year
2011
rev ($mm)
$929.73
EBITDA ($mm)
$252.82
EBIT ($mm)
$204.07
Net Income ($mm)
$204.96
Employees
2365
  • drill down
  • watch
Ticker: NMLE
 
 
 
 
 
 
 
 
Nine Mile Software, Inc.
Nine Mile Software, Inc.
Nine Mile Software, a development stage software company, develops securities trading and rebalancing software for the Registered Investment Advisor (RIA) market. Its lead program, TradeWarrior, was designed to help RIAs to manage, allocate, and rebalance portfolios.
year
2010
rev ($mm)
$0.01
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.26)
Net Income ($mm)
Employees
2
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Objectway Financial Software S.p.A
Objectway Financial Software S.p.A
Objectway Financial Software S.p.A is a leader in software applications and technology services for financial markets and other corporates in Italy and Europe. The group consists of two companies: ObjectWay Financial Software SpA - the parent company - and ObjectWay iTec SpA.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Bare Reef
Bare Reef aimed to provide a lightweight stock portfolio manager for the average investor.Bare Reef's lightweight manager quickly became what some users dubbed the best solution on the Mac. Today, Bare Reef is committed to providing the best portfolio management solution on the Mac.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: LEH
 
 
 
 
 
 
 
 
Lehman Brothers
Lehman Brothers, an innovator in global finance, serves the financial needs of corporations, governments and municipalities, institutional clients, and high net worth individuals worldwide.
year
2007
rev ($mm)
$59,003.00
EBITDA ($mm)
$6,590.00
EBIT ($mm)
$6,013.00
Net Income ($mm)
$4,192.00
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
deVere Group
deVere Group
The deVere Group is the world's largest independent international financial consultancy group. International investors and expatriates employ us to find financial services products that suit their medium to long term requirements for investments, savings and pensions.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: GB:0F2S
 
 
 
 
 
 
 
 
LineData Services
LineData Services
Linedata is dedicated to the investment management and credit community. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and tailored mission-critical software and services that help its clients grow.
year
2009
rev ($mm)
$207.14
EBITDA ($mm)
$33.58
EBIT ($mm)
$22.00
Net Income ($mm)
$13.10
Employees
800
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Euroclear
Euroclear
Euroclear is the world’s largest provider of domestic and cross-border settlement and related services for bond, equity, derivatives and fund transactions.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Nordnet Bank AB
The Nordnet Group provides user-friendly and cost efficient services to private investors and companies within share trading, mutual fund investments and pension savings plans. The holding company, Nordnet AB (plc), is listed on the Stockholm Stock Exchange.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Susquehanna International Group, LLP
Susquehanna International Group, LLP
Susquehanna International Group is a global quantitative trading firm. They commit their own capital to trade equities and derivatives, including options, futures, and ETFs, as well as commodities, bonds, and other financial products around the world.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: NITE
 
 
 
 
 
 
 
 
Knight Capital Group, Inc.
Knight Capital Group, Inc.
Knight Capital Group, Inc. is a global financial services firm that provides market access and trade execution services across multiple asset classes to buy- and sell-side firms.
year
2009
rev ($mm)
$1,162.43
EBITDA ($mm)
$262.28
EBIT ($mm)
$227.88
Net Income ($mm)
$117.10
Employees
1150
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2011
rev ($mm)
$91.35
EBITDA ($mm)
$23.84
EBIT ($mm)
$22.26
Net Income ($mm)
$23.61
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Upstream Technologies LLC
Upstream Technologies, the Efficient Portfolio Company, is a leading provider of powerful investment management solutions for today's asset managers. The Upstream integrated suite of products, which includes an investment management system, model maintenance system, and order management system.
year
2009
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
8
  • drill down
  • watch
Ticker: AU:RZR
 
 
 
 
 
 
 
 
Razor Risk Technologies Limited
Razor Risk Technologies Limited
Razor Risk Technologies provides risk management technologies and consulting solutions to financial institutions worldwide. It assists financial services institutions to measure and control risk through its enterprise risk management framework, Razor.
year
2011
rev ($mm)
$9.62
EBITDA ($mm)
($5.08)
EBIT ($mm)
($5.32)
Net Income ($mm)
Employees
95
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Quantifi, Inc.
Quantifi, Inc.
Quantifi Inc is a provider of state of the art models, pricing tools and risk analysis for the global credit markets. Quantifi's extensive suite of integrated products and services provide fast, accurate and innovative solutions that set the standard for advanced pricing and risk analysis.
year
2009
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
10
  • drill down
  • watch

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