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Like PRIORITY Data Systems, Inc.

closed 9/29/2006 via PR Newswire
 
 
 
 
 
 
 
 

AMS Services, Inc. acquired PRIORITY Data Systems, Inc.

synopsis: ChoicePoint announced its signing of a strategic alliance agreement with AMS Services that will extend ChoicePoint's capabilities for data sales to thousands of additional insurance agents and industry professionals nationwide. The agreement was signed simultaneously with the sale of ChoicePoint's Priority Data Systems business to AMS Services.
buyer parent:Vertafore, Inc.
buyer: AMS Services, Inc.
Vertafore, Inc. d/b/a AMS Services is dedicated to helping independent insurance agencies achieve maximum performance and operational efficiency.
target parent: ChoicePoint Asset Company LLC.
target: PRIORITY Data Systems, Inc.
PRIORITY focuses on streamlining processes. This enabled the offering of customized solutions to insurance agents and carriers through comparative and proprietary rating programs for auto, home, dwelling, business owners, farm, and commercial lines.
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closed 3/29/2007 via PR Newswire
 
 
 
 
 
 
 
 

oneShield, Inc. purchased ebis insurance billing application from Mellon Financial Corporation

synopsis: oneShield, Inc., a leading provider of innovative technology driven policy administration, automated business rules and workflow solutions to the property and casualty insurance industry, has acquired the ebis insurance billing application from Mellon Financial Corporation to further expand their Dragon product offering.
buyer: oneShield, Inc.
oneShield is a provider of browser-based solutions to automate the sales and service of insurance and bond products for insurance carriers, major brokers. Our flagship product, oneShield Dragon, is a tools- based, data-driven insurance underwriting, policy administration, rating and workflow engine.
seller: Mellon Financial Corporation(MEL:$4,852.00)
Mellon Financial Corporation is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, private wealth management, asset servicing, and payment solutions and investor services.
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closed 8/30/2006 via
 
 
 
 
 
 
 
 

CCH Incorporated acquired ATX / Kleinrock

synopsis: CCH, a Wolters Kluwer business and part of the Wolters Kluwer Tax, Accounting & Legal division, today announced that it has signed an agreement to acquire the assets of ATX/Kleinrock. ATX/Kleinrock supplies tax preparation, accounting and tax research software solutions to more than 48,000 tax professionals and CPAs throughout the U.S.
buyer parent:Wolters Kluwer NV
buyer: CCH Incorporated
CCH, a Wolters Kluwer business is a leading provider of tax and accounting law information, software and services. Among its market-leading products are The ProSystem fx® Office, CCH® Tax Research NetWork™, Accounting Research Manager® and the U.S. Master Tax Guide®.
target parent: United Communications Group L.P.
target: ATX / Kleinrock
Kleinrock develops the world-class research and analysis tools that are part of ATX's integrated solutions for tax and accounting professionals. These premium value tools help professionals respond quickly and authoritatively to all of their clients' tax planning and compliance questions.
price ($mm)
rev ($mm)
$40
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closed 5/10/2006 via BNC Analysis
 
 
 
 
 
 
 
 

Markit Group Ltd. acquired Communicator Inc

synopsis: Market data vendor Markit Group has acquired Communicator, a New York-based provider of automated systems for OTC derivatives trade processing. Financial terms of the deal were not disclosed.
buyer: Markit Group Ltd.
Markit Group Limited is the leading provider of independent pricing, reference data, portfolio valuations and OTC derivatives trade processing to the global financial and commodities markets.
target: Communicator Inc
Communicator Inc provides a suite of secure software and services that connect the right people to the right information in real-time. We specialize in identity-based communications solutions across departments, organizations, locations and time zones — the ‘extended enterprise’.
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closed 6/13/2005 via BusinessWire
 
 
 
 
 
 
 
 

Fiserv, Inc. acquired Interactive Technologies, Inc.

synopsis: Fiserv, Inc. has acquired Interactive Technologies, Inc., a developer of fee management and billing software for large and mid-sized financial services organizations, in a move that will enable Fiserv to offer a new product to larger organizations and add new functionality to existing products.
buyer: Fiserv, Inc.(FISV:$4,133.00)
Fiserv, Inc. provides information management systems and services to the financial and insurance industries. Leading services include transaction processing, outsourcing, business process outsourcing software and systems solutions.
target: Interactive Technologies, Inc.
Interactive Technologies develops software that enables large international and domestic banks, investment management companies, depositories, exchanges and other high-end providers of financial services to better manage customized fee arrangements.
price ($mm)
rev ($mm)
$10
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closed 6/1/2009 via BusinessWire
 
 
 
 
 
 
 
 

SS&C Technologies, Inc. purchased MAXIMIS software from Unisys Corporation

synopsis: SS&C Technologies, Inc., a global provider of financial services software and software-enabled services, announced that it has acquired the assets and related business associated with Unisys Corporation’s MAXIMIS software, investment accounting software designed to meet the regulatory and management reporting needs of institutional investors.
buyer parent:The Carlyle Group
buyer: SS&C Technologies, Inc.(SSNC:$370.83)
SS&C delivers investment and financial management software and related services focused exclusively on the financial services industry. By leveraging expertise in common investment business functions, SS&C cost effectively serves clients in different industry segments.
seller: Unisys Corporation(UIS:$4,597.70)
Unisys is a worldwide information technology company. We specialize in helping clients secure their operations, increase the efficiency and utilization of their data centers, enhance support to their end users and constituents, and modernize their enterprise applications.
price ($mm)
$6.91
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announced 3/31/2008 via Company Press Release
 
 
 
 
 
 
 
 

CCH Incorporated will purchase the Accountants Division of MYOB UK and MYOB Ireland from MYOB Limited

synopsis: Wolters Kluwer Law & Business has signed an agreement to acquire from MYOB Limited the Accountants Division of MYOB UK and MYOB Ireland, a software and services provider to accountancy practices.
buyer parent:Wolters Kluwer NV
buyer: CCH Incorporated
CCH, a Wolters Kluwer business is a leading provider of tax and accounting law information, software and services. Among its market-leading products are The ProSystem fx® Office, CCH® Tax Research NetWork™, Accounting Research Manager® and the U.S. Master Tax Guide®.
seller: MYOB Limited
MYOB Limited develops, publishes, and provides business management software, services, and solutions for small and medium sized businesses and for professionals in accounting practices in Australia, Europe, and New Zealand.
price ($mm)
$70
rev ($mm)
$25
EBITDA ($mm)
$11
price / rev
2.8
price / EBITDA
6.6
closed 4/28/2004 via PR Newswire
 
 
 
 
 
 
 
 

Datafaction Inc. acquired Datafaction Inc.

synopsis: Datafaction Inc., a developer of accounting software for CPAs, business managers, high net-worth planners and production companies, today announced that its former owner and chief executive officer, Brian Kleinman, has acquired the company in a cash purchase transaction with parent company Best Software, a subsidiary of The Sage Group plc.
buyer: Datafaction Inc.
Datafaction is a total solutions computer company that provides accounting software for CPAs/ Business Managers in the Entertainment Industry, high net- worth planners and Production Companies. Since 1976 Datafaction has been involved in all phases of the design, programming, installation, training
target parent: The Sage Group plc.
target: Datafaction Inc.
Datafaction is a total solutions computer company that provides accounting software for CPAs/ Business Managers in the Entertainment Industry, high net- worth planners and Production Companies. Since 1976 Datafaction has been involved in all phases of the design, programming, installation, training
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closed 11/8/2004 via PR Newswire
 
 
 
 
 
 
 
 

InterCept, Inc. merged with Fidelity National Financial, Inc.

synopsis: Fidelity National Financial, Inc. FNF, a Fortune 500 provider of products and outsourced services and solutions to financial institutions and the real estate industry, today announced the closing of its acquisition of InterCept, Inc. ICPT ("InterCept"). FNF paid $18.90 in cash for each share of InterCept common stock.
buyer: Fidelity National Financial, Inc.(FNF:$5,828.40)
Fidelity National Financial, Inc. is a leading provider of title insurance, specialty insurance and claims management services. FNF is one of the nation's largest title insurance companies through its title insurance underwriters.
target: InterCept, Inc.(ICPT:$258.50)
InterCept Payment Solutions delivers to businesses comprehensive payment processing services, using Internet-based technology. We enable acceptance of all major payment types, and all payment methods, offering customized solutions that fit each client’s processing needs including: credit card, purc
price ($mm)
$416
rev ($mm)
$239
EBITDA ($mm)
$8
price / rev
1.7
price / EBITDA
49.5
closed 4/16/2004 via BusinessWire
 
 
 
 
 
 
 
 

NetDecide Corporation merged with Effron Enterprises, Inc.

synopsis: The acquisition of netDecide Corporation by Informa Financial Information, Inc. has been announced. As a result of this acquisition, Informa Financial Information has merged the following companies into a single operating unit: Effron Enterprises, Inc., Plan Sponsor Network, Inc., and netDecide Corporation.
buyer parent:Informa plc
buyer: Effron Enterprises, Inc.
Informa Investment Solutions provides a broad array of products and services to thousands of investment and wealth management professionals. The company’s products include investment manager search and evaluation databases and systems.
target: NetDecide Corporation
netDecide Corporation provides financial services institutions with the platform to help their clients, from emerging affluent to ultra-high net worth, intelligently manage wealth. The solution drives down the time and cost to deliver financial advice and focuses on the key business drivers of a fi
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closed 3/25/2004 via Reuters
 
 
 
 
 
 
 
 

Bank of New York Co. acquired Sonic Financial Technologies LLC

synopsis: Bank of New York Co. (BK), which next week may join the ranks of the 10 largest U.S. banking companies, on Thursday said it bought software and other assets of Sonic Financial Technologies LLC to improve its electronic trading platform.
buyer: Bank of New York Co.(BK:$400.00)
The Bank of New York Mellon is a leading asset management and securities services company, uniquely focused to help clients manage and move their financial assets and succeed in the rapidly changing global marketplace.
target: Sonic Financial Technologies LLC
Sonic Financial Technologies (SFT) recognizes that fragmentation of the markets has created a need for institutions to access the many disparate liquidity pools through a more efficient, automated means. SFT provides targeted solutions to our core audience, namely both sell side and buy side firms.
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closed 2/9/2004 via PR Newswire
 
 
 
 
 
 
 
 

Jack Henry & Associates, Inc. acquired Yellow Hammer Software, Inc.

synopsis: Jack Henry & Associates, Inc. JKHY, a leading provider of integrated technology solutions that perform data processing for financial institutions, today announced it has purchased Yellow Hammer Software, Inc. ("Yellow Hammer").
buyer: Jack Henry & Associates, Inc.(JKHY:$745.59)
Jack Henry & Associates is a leading provider of computer systems and ATM/debit card/ACH transaction processing services primarily for financial services organizations. Its technology solutions are marketed and supported through three primary brands: Jack Henry Banking, Symitar and ProfitStars.
target: Yellow Hammer Software, Inc.
Yellow Hammer Software, Inc. provides the most sophisticated software tool available in the financial industry to prevent fraud - Fraud Detective™. Like many financial institutions today, your management is being confronted with a critical decision that will determine how the bank addresses fraud o
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closed 1/29/2004 via PR Newswire
 
 
 
 
 
 
 
 

BankServ acquired SyMTec Solutions Ltd.

synopsis: In its second overseas acquisition in six months, BankServ, a leading electronic funds transfer company based in San Francisco, has acquired the business of Symtec Solutions LTD, a top provider of international money transfer and SWIFT financial messaging software headquartered in London, England.
buyer: BankServ
Since its inception in 1996, BankServ has been dedicated to developing new technology to move money quickly and safely over electronic networks. BankServ is a leading global provider of secure Fed wire transfer, SWIFT, Check 21 and ACH payment solutions for banks, governments and businesses.
target: SyMTec Solutions Ltd.
SyMTec Solutions Ltd. is an innovative, fast-growing software house. Profitable and dynamic, we are moving from success to success, both with business development and product innovation. Our superb customer base includes some of the world's largest banks and investment houses, as well as many small
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closed 1/9/2004 via Company Press Release
 
 
 
 
 
 
 
 

Misys plc acquired IQ Financial Systems

synopsis: Misys plc, the global software products and solutions company, today announces it has acquired substantially all of the assets and liabilities of IQ Financial Systems ("IQFS" or the "Company") a majority held subsidiary of Deutsche Bank for $40m in cash.
buyer: Misys plc
Misys plc engages in the development, management, and licensing of various software products and solutions to the financial services and healthcare industries worldwide. The company offers various products and services in the areas of wholesale international banking, retail and universal banking.
target parent: Deutsche Bank AG
target: IQ Financial Systems
IQ Financial Systems develops financial software solutions that are focused on one objective: providing you with an exquisitely sharp competitive edge. The cost advantages and workflow efficiencies we introduce into your business processes are significant, and industry research has shown that our p
price ($mm)
$40
rev ($mm)
$22
EBITDA ($mm)
price / rev
1.8
price / EBITDA
closed 3/9/2004 via PR Newswire
 
 
 
 
 
 
 
 

Best Software, Inc. acquired ACCPAC International, Inc.

synopsis: Best Software, Inc., today announced that its UK-based parent company, The Sage Group plc, (London: SGE:L), has completed the acquisition of ACCPAC International, Inc. ACCPAC is a leading accounting, CRM and Internet-hosted solutions vendor offering a comprehensive suite of end-to-end business management applications.
buyer parent:The Sage Group plc.
buyer: Best Software, Inc.
Best Software, Inc., develops industry-leading solutions that help organizations transform the way they manage their people, fixed assets and planning processes. Founded in 1982, Best Software® provides more than 50,000 customers with solutions that scale from stand-alone desktop applications to cli
target parent: CA, Inc.
target: ACCPAC International, Inc.
Our company's unmatched reputation for providing dependable, reliable, and cost-effective financial management systems for close to two decades has won us numerous accolades from leading industry publications around the world.ACCPAC International, Inc., a subsidiary of Computer Associates Internati
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closed 1/3/2007 via
 
 
 
 
 
 
 
 

RBC Capital Markets acquired Carlin Financial Group

synopsis: RBC Capital Markets has agreed to acquire the broker-dealer business and certain other assets of the Carlin Financial Group (the "CFG Business"), a New York-based boutique broker dealer known for its sophisticated trading and execution services and proprietary algorithms. Pricing terms of the transaction were not disclosed.
buyer: RBC Capital Markets
RBC Capital Markets is one of North America's leading corporate and investment banks, offering an exceptional portfolio of world-class products and services to corporations, governments and institutional clients.
target: Carlin Financial Group
The Carlin Financial Group is a leading financial services company that provides a full suite of versatile products and services designed to meet the specific needs of financial institutions and hedge funds.
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closed 8/29/2006 via PR Newswire
 
 
 
 
 
 
 
 

Markit Group Ltd. acquired Chasen Enterprises

synopsis: Markit Group Limited, the leading provider of benchmark data, portfolio valuations and trade processing for the OTC derivative markets, has acquired Chasen Enterprises. Chasen provides accurate, high quality modeling of structured securities, notably agency and non-agency Collateralized Mortgage Obligations and Asset- Backed Securities.
buyer: Markit Group Ltd.
Markit Group Limited is the leading provider of independent pricing, reference data, portfolio valuations and OTC derivatives trade processing to the global financial and commodities markets.
target: Chasen Enterprises
Chasen Enterprises was founded in 1989 in order to provide flexible software for modeling the various structures that were evolving in the structured finance market. The firm's mission has expanded to include the creation and maintenance of extensive libraries of modeled structured transactions.
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closed 8/25/2006 via
 
 
 
 
 
 
 
 

GL Trade SA purchased NYFIX Overseas, Inc from NYFIX, Inc.

synopsis: NYFIX, Inc., a leader in technology solutions for the financial marketplace, has entered into a definitive agreement to sell all of the capital stock of NYFIX Overseas, Inc., a wholly-owned subsidiary which previously housed the Company's Order Book Management Systems business, to G.L. Trade S.A.,.
buyer: GL Trade SA
GL TRADE S.A. provides software solution primarily to financial intermediaries and brokerage houses to automate the order flow from client through broker, and then onto back office.
seller: NYFIX, Inc.(NYFX:$109.99)
A pioneer in electronic trading solutions, NYFIX continues to transform trading through innovation. The NYFIX Marketplace™ is a global community of trading counterparties utilizing innovative services that optimize the business of trading.
price ($mm)
$14
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closed 8/1/2006 via finextra.com
 
 
 
 
 
 
 
 

Wall Street Systems acquired Trema

synopsis: Treasury and capital markets technology vendor Wall Street Systems has acquired European rival firm Trema. Financial terms of the deal were not disclosed. The deal is backed by private equity house Warburg Pincus, which acquired a majority stake in Wall Streeet Systems in Janaury this year.
buyer parent:Warburg Pincus
buyer: Wall Street Systems
Wall Street Systems provides high performance transaction processing software to the world's leading financial institutions and corporations. WSS is recognized for its ability to manage multiple entities, currencies and asset classes across the enterprise using one global instance of the software.
target: Trema
Trema provides treasury software to corporations and financial institutions. Trema's deep domain knowledge in treasury and award winning products are setting new standards for the industry by providing measurable value to its clients.
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closed 3/2/2006 via BNC Analysis
 
 
 
 
 
 
 
 

AtosEuronext purchased a minority stake in Coexis Limited

synopsis: Atos Euronext Market Solutions (AEMS) has acquired a 19.5% stake in Coexis Limited, a UK-based provider of capital markets software. Financial terms of the deal were not disclosed but Terry Williams, chairman, Coexis, told Finextra that AEMS would have the option to purchase the remaining shares in the firm at the end of 2008.
buyer parent:ATOS Origin
buyer: AtosEuronext
Atos Euronext Market Solutions Limited provides technology solutions to the financial services industry internationally. It operates through four business divisions: Exchange, Capital Markets, Clearing & Settlement, and Global Managed Services.
target: Coexis Limited
Coexis, Ltd. provides process and rules based software solutions for the capital markets. Its products include Syn~Developer, which provides transaction-processing solutions for the participants in capital markets.
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*Price paid does not equal Enterprise Value as the buyer aqcuired less than 100% of target
closed 9/29/2006 via PR Newswire

AMS Services, Inc. acquired PRIORITY Data Systems, Inc.

synopsis: ChoicePoint announced its signing of a strategic alliance agreement with AMS Services that will extend ChoicePoint's capabilities for data sales to thousands of additional insurance agents and industry professionals nationwide. The agreement was signed simultaneously with the sale of ChoicePoint's Priority Data Systems business to AMS Services.
buyer parent:Vertafore, Inc.
buyer: AMS Services, Inc.
Vertafore, Inc. d/b/a AMS Services is dedicated to helping independent insurance agencies achieve maximum performance and operational efficiency.
target parent: ChoicePoint Asset Company LLC.
target: PRIORITY Data Systems, Inc.
PRIORITY focuses on streamlining processes. This enabled the offering of customized solutions to insurance agents and carriers through comparative and proprietary rating programs for auto, home, dwelling, business owners, farm, and commercial lines.
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closed 9/29/2006 via PR Newswire

AMS Services, Inc. acquired PRIORITY Data Systems, Inc.

synopsis: ChoicePoint announced its signing of a strategic alliance agreement with AMS Services that will extend ChoicePoint's capabilities for data sales to thousands of additional insurance agents and industry professionals nationwide. The agreement was signed simultaneously with the sale of ChoicePoint's Priority Data Systems business to AMS Services.
buyer parent:Vertafore, Inc.
buyer: AMS Services, Inc.
Vertafore, Inc. d/b/a AMS Services is dedicated to helping independent insurance agencies achieve maximum performance and operational efficiency.
target parent: ChoicePoint Asset Company LLC.
target: PRIORITY Data Systems, Inc.
PRIORITY focuses on streamlining processes. This enabled the offering of customized solutions to insurance agents and carriers through comparative and proprietary rating programs for auto, home, dwelling, business owners, farm, and commercial lines.
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closed 3/16/2006 via BusinessWire

AMS Services, Inc. acquired FinancePro

synopsis: AMS Services acquires FinancePro, a Web-based solution for premium finance loan management and agent quoting. FinancePro is currently in use by large independent finance companies as well as leading MGAs. In addition, FinancePro is in use by an increasing number of retail agencies that want to provide their own financing offerings to their customer
buyer parent:Vertafore, Inc.
buyer: AMS Services, Inc.
Vertafore, Inc. d/b/a AMS Services is dedicated to helping independent insurance agencies achieve maximum performance and operational efficiency.
target: FinancePro
Based in Issaquah, Washington, FinancePro is the leading Web-based premium finance loan management system. The company services large and small independent premium finance businesses as well as MGA- and agency-based finance companies.
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closed 8/22/2011 via PR Newswire
 
 
 
 
 
 
 
 

IDIT I.D.I. Technologies Ltd. merged with Sapiens International Corporation N.V.

synopsis: Sapiens International, a global provider of solutions for the insurance industry, announced the completion of the merger transaction with IDIT I.D.I. Technologies Ltd, a well-established solution providers for the insurance industry. The IDIT™ Software Suite integrates the business capabilities essential for any insurance provider.
buyer parent:Emblaze Ltd.
buyer: Sapiens International Corporation N.V.(SPNS:$52.24)
Sapiens International Corporation N.V. is a leading global provider of business solutions for the insurance industry, helping modernize business processes and enabling insurance organizations to adapt quickly to change.
target parent: Formula Vision Technologies
target: IDIT I.D.I. Technologies Ltd.
IDIT Technologies is a global insurance software company that provides enterprise software solutions for the insurance & financial markets. The IDIT™ Software Suite is an enterprise insurance software product which integrates the business capabilities essential for any insurance provider.
price ($mm)
$29
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announced 8/19/2009 via BusinessWire
 
 
 
 
 
 
 
 

NuGrowth Solutions, LLC will acquire Strategic Insurance Software, Inc.

synopsis: NuGrowth Solutions, a software sales and development company, has signed a purchase agreement to acquire Strategic Insurance Software. SIS was founded in 1995 with the purpose of designing and selling agency management systems that allow independent agents to enter and process business directly with their company partners.
buyer: NuGrowth Solutions, LLC
NuGrowth is a sales and business development organization founded in Columbus, Ohio, in 2000. NuGrowth partners with companies to accelerate sales performance, implement growth strategies and build equity.
target parent: State Auto Financial Corp.
target: Strategic Insurance Software, Inc.
Strategic Insurance Software, Inc. provides solutions insuring success to property and casualty agency and carrier insurance partners. The PARTNER XE agency management system and carrier products by SIS are marketed nationwide through direct sales and company alliances.
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closed 11/20/2007 via BusinessWire
 
 
 
 
 
 
 
 

SunGard Data Systems Inc. acquired DSPA Software Inc.

synopsis: SunGard has acquired DSPA Software Inc., a leading supplier of sales compensation and distribution management software to the insurance industry. DSPA Software Inc. will become part of SunGard’s insurance business.
buyer: SunGard Data Systems Inc.
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: DSPA Software Inc.
DSPA Software Inc. offers FASAT, a comprehensive distribution management and incentive compensation management (ICM) software solution for the life insurance industry. FASAT helps customers to manage evolving distribution channels, support growing product lines, and improve operational efficiencies.
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closed 10/1/2009 via BusinessWire
 
 
 
 
 
 
 
 

Ebix, Inc. acquired E-Z Data, Inc.

synopsis: Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance industry, announced that it has acquired California-based E-Z Data, Inc. E-Z Data Life CRM solutions are now considered the financial industry's standard for agency management, practice management, and enterprise CRM.
buyer: Ebix, Inc.(EBIX:$168.97)
Ebix, Inc. is a leading international supplier of software and e-commerce solutions to the insurance industry. Ebix provides a series of application software products for the insurance industry ranging from carrier systems, agency systems and exchanges to custom software development.
target: E-Z Data, Inc.
Leading financial services organizations and top financial advisors worldwide rely on E-Z Data’s practice management, agency management, and CRM solutions to systematize proactive, high-touch communication with clients, increase sales, and reduce operational costs.
price ($mm)
$52
rev ($mm)
$21
EBITDA ($mm)
price / rev
2.5
price / EBITDA
closed 5/19/2009 via BusinessWire
 
 
 
 
 
 
 
 

Interactive Intelligence, Inc. acquired Acrosoft Corporation

synopsis: Interactive Intelligence, a global provider of unified IP business communications solutions, has acquired privately-held AcroSoft Corp., a provider of insurance content management solutions. Acquisition to Add Document Management and Workflow Applications for Insurance to the Interactive Intelligence Unified IP Business Communications Solutions.
buyer: Interactive Intelligence, Inc.(ININ:$209.53)
Interactive Intelligence Inc. is a global provider of unified business communications solutions for contact center automation, enterprise IP telephony, and enterprise messaging. The company was founded in 1994 and has more than 3,000 customers worldwide.
target: Acrosoft Corporation
AcroSoft Corporation develops and implements property and casualty insurance solutions for insurance companies worldwide. Its Insurance Content Management offers solution for document management, imaging, and workflow management.
price ($mm)
$2.16
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closed 7/12/2005 via BusinessWire
 
 
 
 
 
 
 
 

Cartesis, Inc. acquired INEA Corporation

synopsis: Cartesis Group, a leading supplier of business performance management (BPM) software, today announced the conclusion of the acquisition of INEA Corporation, a provider of enterprise planning, forecasting and reporting software solutions.
buyer parent:Apax Partners & Co. Ventures Ltd.
buyer: Cartesis, Inc.
Cartesis is a global software vendor that provides trusted solutions for driving your company's financial and business performance. Cartesis equips its customers with the control and insight they need to assess and react in today's rapidly changing marketplace.
target: INEA Corporation
INEA Corporation provides enterprise planning, forecasting and reporting software solutions that meet the needs of the world's largest and most complex organizations who have multiple lines of business; geographies; product lines and customer segments.
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closed 4/12/2010 via BNC Analysis
 
 
 
 
 
 
 
 

Cover-All Technologies, Inc. acquired Moore Stephens Business Solutions LLC.

synopsis: Cover-All Technologies Inc., a Delaware corporation, announced the acquisition of Moore Stephens Business Solutions LLC (MSBS), a provider of business intelligence and advanced analytics solutions to the insurance industry based in New York, New York.
buyer: Cover-All Technologies, Inc.(COVR:$17.46)
Cover-All Technologies Inc., since 1981, has been a leader in developing sophisticated software solutions for the property and casualty insurance industry – first to deliver PC-based commercial insurance rating and policy issuance software.
target: Moore Stephens Business Solutions LLC.
Moore Stephens Business Solutions (MSBS) is committed to being the leading provider of performance and data management solutions to the global insurance industry.
price ($mm)
$2.45
rev ($mm)
$6
EBITDA ($mm)
price / rev
.4
price / EBITDA
closed 12/5/2011 via BusinessWire
 
 
 
 
 
 
 
 

Progress Software Corporation acquired Corticon Technologies, Inc.

synopsis: Progress Software Corporation, a leading software provider that enables enterprises to be operationally responsive, announced that it has completed the acquisition of Corticon Technologies, Inc., a leading Business Rules Management System vendor that enables organizations to make better, faster decisions by automating business rules.
buyer: Progress Software Corporation(PRGS:$533.60)
Progress Software Corporation is an independent enterprise software company that enables businesses to be operationally responsive to changing conditions and customer interactions as they occur – to capitalize on new opportunities, drive greater efficiencies and reduce risk.
target: Corticon Technologies, Inc.
Corticon Technologies is recognized as a leading Business Rules Management System vendor that enables organizations to make better, faster decisions by automating business rules. The company’s patented “no-coding” rules engine automates sophisticated decision processes.
price ($mm)
$23
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
announced 2/5/2008 via PR Newswire
 
 
 
 
 
 
 
 

ChoicePoint, Inc. will acquire Optimal Decisions Group

synopsis: ChoicePoint is acquiring Optimal Decisions Group, a firm that develops and deploys advanced analytics and software to the insurance industry. The purchase of ODG will create additional value for clients by integrating ODG's pricing optimization into ChoicePoint's Data Services transactional products.
buyer: ChoicePoint, Inc.(CPS:$981.96)
ChoicePoint helps businesses, government agencies and nonprofit organizations make better decisions through information and technology solutions.
target: Optimal Decisions Group
Optimal Decision Group Pty., Ltd. develops and deploys analytics and software, which assists retail financial institutions in making customer-level decisions in targeted marketing, acceptance and underwriting, pricing, servicing, collections, and claims. It serves auto and home insurers.
price ($mm)
$6.20
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
closed 1/13/2010 via Market Wire
 
 
 
 
 
 
 
 

Callidus Software Inc. acquired ActekSoft

synopsis: Callidus Software Inc., a leading provider of Sales Performance Management (SPM) software, announced that it has closed its acquisition of ActekSoft, a leading provider of commission and compliance software for complex selling environments.
buyer: Callidus Software Inc.(US:CALD:$83.77)
Callidus Software is the market and technology leader in Sales Performance Management (SPM). Callidus' customers gain a competitive advantage by maximizing sales cost efficiencies and driving improvements in sales execution.
target: ActekSoft
ActekSoft delivers commission and incentive compensation software solutions to automate the process of calculating and managing complex commission, incentive and bonus pay arrangements.
price ($mm)
$3.04
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
closed 5/6/2009 via BusinessWire
 
 
 
 
 
 
 
 

Beecken Petty O'Keefe & Company, L.P., SV Life Sciences Advisers, LLP. acquired StrataCare, Inc.

synopsis: StrataCare, Inc. announced that an investment group, led by Paul Glover, acquired an ownership stake in StrataCare. The addition of this financial and strategic partnership will position StrataCare for continued success and long-term investment in StrataCare’s bill review software and services.
buyer: Beecken Petty O'Keefe & Company, L.P.
buyer: SV Life Sciences Advisers, LLP.
Beecken Petty O'Keefe & Company ("BPOC") is a Chicago-based private equity firm founded in 1996 to invest in middle-market buyout transactions, recapitalizations and growth platforms in the health care industry. The firm manages over $1 billion of capital.
target: StrataCare, Inc.
StrataCare, LLC provides comprehensive Internet-based national bill review software, workflow and outsource solutions to the workers’ compensation payer community. StrataCare’s service division, CareSolutions®, offers electronic and mail-in bill review services nationwide.
price ($mm)
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
closed 12/31/2008 via BusinessWire
 
 
 
 
 
 
 
 

Evans Bancorp, Inc. acquired Suchak Data Systems, Inc.

synopsis: Evans Bancorp, Inc. announced that its wholly-owned subsidiary, Evans Bank, N.A., has acquired Suchak Data Systems, Inc. (SDS), which serves the data processing needs of financial institutions with customized solutions, consultative services and state of the art technology.
buyer: Evans Bancorp, Inc.(EVBN:$44.77)
Evans Bancorp, Inc. is a financial holding company and the parent company of Evans Bank N.A., a commercial bank with $502 million in assets and $404 million in deposits at September 30, 2008. The Bank has 12 branches located in Western New York.
target: Suchak Data Systems, Inc.
Suchak Data Systems, Inc. is a full service provider of technology solutions focused on community banks, de novo banks and credit unions. SDS provides Core Banking, Online Banking, Bill Payment, Imaging, Branch Automation, ATM Services, CRM, Remote Deposit Capture Solutions and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
closed 5/9/2005 via PR Newswire
 
 
 
 
 
 
 
 

Sybase, Inc. acquired Avaki Corporation

synopsis: Sybase, Inc., a leading provider of enterprise infrastructure and mobile software, today announced continued investment in its information management technology portfolio with the acquisition of the technology and assets of Avaki Corporation, a market-leading, privately held provider of enterprise information integration (EII) software.
buyer: Sybase, Inc.(SY:$1,170.57)
Sybase is an industry leader in delivering enterprise and mobile software to manage, analyze and mobilize information. Sybase is recognized globally as a performance leader, proven in the most data-intensive industries and across all major systems, networks and devices.
target: Avaki Corporation
Avaki’s flagship enterprise information integration software streamlines integration of data from many distributed sources while providing standardized access to integrated data views through a single data layer. The technology is ideal for companies seeking an efficient and scalable way to integrat
price ($mm)
$3.10
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
closed 1/11/2011 via BusinessWire
 
 
 
 
 
 
 
 

iPipeline, Inc. acquired GaleForce Solutions

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)
price / rev
price / EBITDA
closed 7/13/2004 via PR Newswire
 
 
 
 
 
 
 
 

TIBCO Software Inc. acquired Staffware Plc

synopsis: TIBCO Software Inc. TIBX, a leading enabler of real-time business and the world's largest independent business integration software company, today announced the completion of its acquisition of Staffware, now called the TIBCO BPM Group, and unveiled a new business process management (BPM) road map to address the needs of both IT and business users.
buyer: TIBCO Software Inc.(TIBX:$920.25)
TIBCO Software Inc. provides enterprise software that helps companies achieve service-oriented architecture (SOA) and business process management (BPM) success. TIBCO gives leading organizations around the world better awareness and agility–what TIBCO calls The Power of Now®.
target: Staffware Plc
Staffware is the leading Business Process Management (BPM) specialist with 1,500 enterprise customers across the Banking, Insurance, Telecommunications, Utilities, General Commercial, Manufacturing and Government sectors.
price ($mm)
$217
rev ($mm)
$77
EBITDA ($mm)
$8
price / rev
2.8
price / EBITDA
27
closed 3/29/2007 via PR Newswire
 
 
 
 
 
 
 
 

oneShield, Inc. purchased ebis insurance billing application from Mellon Financial Corporation

synopsis: oneShield, Inc., a leading provider of innovative technology driven policy administration, automated business rules and workflow solutions to the property and casualty insurance industry, has acquired the ebis insurance billing application from Mellon Financial Corporation to further expand their Dragon product offering.
buyer: oneShield, Inc.
oneShield is a provider of browser-based solutions to automate the sales and service of insurance and bond products for insurance carriers, major brokers. Our flagship product, oneShield Dragon, is a tools- based, data-driven insurance underwriting, policy administration, rating and workflow engine.
seller: Mellon Financial Corporation(MEL:$4,852.00)
Mellon Financial Corporation is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, private wealth management, asset servicing, and payment solutions and investor services.
price ($mm)
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
closed 7/5/2006 via BusinessWire
 
 
 
 
 
 
 
 

AIG VALIC purchased certan assets of Acumen Financial Group from KPMG International

synopsis: AIG VALIC, a national leading provider of retirement plan services to for-profit and not-for-profit education, healthcare and government organizations, today announced that it has acquired from KPMG LLP certain assets of Acumen Financial Group, a major provider of financial and retirement planning technology tools to financial services companies.
buyer: AIG VALIC
Specializing in providing retirement programs and related investment, recordkeeping and administrative services to employers and employees of for-profit and not-for-profit elementary and secondary ed. institutions, hospitals and healthcare organizations, higher ed. institutions and gov't entities.
seller: KPMG International
KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We operate in 144 countries and have over 6,700 partners, 76,000 client service professionals, and 21,000 administration and support staff working in member firms around the world.
price ($mm)
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
announced 5/9/2012 via Company Press Release
 
 
 
 
 
 
 
 

Markit Group Ltd. will acquire Cadis Software Ltd.

synopsis: Markit, a leading, global financial information services company, announced it has agreed to acquire Cadis, the global enterprise data management specialist. Cadis’ enterprise data management platform consolidates data from multiple sources within a centralised hub, providing users with reliable, transparent and auditable data.
buyer: Markit Group Ltd.
Markit is a leading, global financial information services company with over 2,300 employees. The company provides independent data, valuations and trade processing across all asset classes in order to enhance transparency, reduce risk and improve operational efficiency.
target: Cadis Software Ltd.
Cadis Software Ltd.'s EDM platform puts quality, audited data at the centre of an organisation. Their solutions build gold copy masters across all data types, deliver tangible data governance, risk management and compliance frameworks & rationalise legacy architectures.
price ($mm)
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
closed 4/6/2005 via PR Newswire
 
 
 
 
 
 
 
 

Analysts International acquired Redwood Solutions

synopsis: Analysts International Corporation announced that it has acquired the assets of Redwood Solutions, a Michigan-based information technology services company that specializes in integrating hardware and software solutions for data storage and retrieval systems.
buyer: Analysts International(ANLY:$284.20)
Analysts International is a global technology services company. Committed to helping businesses become more adaptive, competitive and profitable, we help our clients achieve sustained growth through the intelligent application of technology solutions.
target: Redwood Solutions
Redwood Solutions is an information technology services company that specializes in integrating hardware and software solutions for data storage and retrieval systems. Technology and applications that manage and protect data is growing rapidly as a result of the increased federal requirements for th
price ($mm)
rev ($mm)
EBITDA ($mm)
price / rev
price / EBITDA
closed 6/13/2005 via BusinessWire
 
 
 
 
 
 
 
 

Fiserv, Inc. acquired Interactive Technologies, Inc.

synopsis: Fiserv, Inc. has acquired Interactive Technologies, Inc., a developer of fee management and billing software for large and mid-sized financial services organizations, in a move that will enable Fiserv to offer a new product to larger organizations and add new functionality to existing products.
buyer: Fiserv, Inc.(FISV:$4,133.00)
Fiserv, Inc. provides information management systems and services to the financial and insurance industries. Leading services include transaction processing, outsourcing, business process outsourcing software and systems solutions.
target: Interactive Technologies, Inc.
Interactive Technologies develops software that enables large international and domestic banks, investment management companies, depositories, exchanges and other high-end providers of financial services to better manage customized fee arrangements.
price ($mm)
rev ($mm)
$10
EBITDA ($mm)
price / rev
price / EBITDA

Like PRIORITY Data Systems, Inc.


PRIORITY Data Systems, Inc.

Mellon Financial Corporation

ATX / Kleinrock

Communicator Inc

Interactive Technologies, Inc.

Unisys Corporation

MYOB Limited

Datafaction Inc.

InterCept, Inc.

NetDecide Corporation

Sonic Financial Technologies LLC

Yellow Hammer Software, Inc.

SyMTec Solutions Ltd.

IQ Financial Systems

ACCPAC International, Inc.

Carlin Financial Group

Chasen Enterprises

NYFIX, Inc.

Trema

Coexis Limited

PRIORITY Data Systems, Inc.

PRIORITY Data Systems, Inc.

FinancePro

IDIT I.D.I. Technologies Ltd.

Strategic Insurance Software, Inc.

DSPA Software Inc.

E-Z Data, Inc.

Acrosoft Corporation

INEA Corporation

Moore Stephens Business Solutions LLC.

Corticon Technologies, Inc.

Optimal Decisions Group

ActekSoft

StrataCare, Inc.

Suchak Data Systems, Inc.

Avaki Corporation

GaleForce Solutions

Staffware Plc

Mellon Financial Corporation

KPMG International

Cadis Software Ltd.

Redwood Solutions

Interactive Technologies, Inc.

Geography
Matching Companies
Ticker: CORO
 
 
 
 
 
 
 
 
Corero Plc
Corero designs, develops and delivers software that streamlines business processes. Its clients include the financial institutions, and business and education markets in Europe, North America, and Asia Pacific. It operates in two divisions, Financial Markets and Business Systems.
year
2007
rev ($mm)
$10.91
EBITDA ($mm)
EBIT ($mm)
$0.40
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Misys plc
Misys plc
Misys provides innovative, integrated solutions for the financial services industry. At Misys their aim is to be the leading application software and services provider in the markets that we serve. They deliver mission-critical solutions and services to the financial services sector.
year
2011
rev ($mm)
$630.80
EBITDA ($mm)
$124.30
EBIT ($mm)
$74.58
Net Income ($mm)
$19.27
Employees
3500
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Boston Test Prep
Acadient is a full-service e-learning developer and distributor of multimedia, interactive education and training solutions for the financial services industry. Partnering with our clients and our knowledge partners, we offer complete certification programs, continuing education (CE) and customized
year
2002
rev ($mm)
$3.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
11
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
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.
year
2009
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
25
  • drill down
  • watch
Ticker: BOM:526927
 
 
 
 
 
 
 
 
Dion Global Solutions
Dion Global Solutions provides market leading software solutions to financial institutions in Asia Pacific, Europe, North America and the Middle East. The company's solutions cover portfolio management, trading, settlement, risk management, analytics, treasury and research services.
year
2010
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Wyde Corp.
Wyde Corporation is an international software vendor and creator of Wynsure, a multi-language, multi-currency, easily customizable software that offers policy administration, claims and billing solutions across Life & Annuities (L&A), disability, health, and Property & Casualty (P&C).
year
2011
rev ($mm)
$30.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Prima Solutions
Prima Solutions provides brokers, insurance, mutual insurance and reinsurance companies with complete software offering for Life, P&C, Large Commercial Risks and Reinsurance.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Technical Management Inc.
TAG, is a full-service administrative services provider for life, annuity and traditional health insurance carriers supporting both active and closed books of business.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Compu-Quote, Inc.
Compu-Quote is an innovative software services company focused on the Canadian insurance industry. Since 1983, Compu-Quote has provided underwriting and rate comparison tools to small independents and national brokers alike.
year
2009
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
250
  • drill down
  • watch
Ticker: FISV
 
 
 
 
 
 
 
 
Fiserv, Inc.
Fiserv, Inc.
Fiserv, Inc. is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers.
year
2010
rev ($mm)
$4,133.00
EBITDA ($mm)
$1,339.00
EBIT ($mm)
$1,007.00
Net Income ($mm)
$496.00
Employees
19000
  • drill down
  • watch
Ticker: AU:GBT
 
 
 
 
 
 
 
 
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: COVR
 
 
 
 
 
 
 
 
Cover-All Technologies, Inc.
Cover-All Technologies, Inc.
Cover-All Technologies Inc. is a leader in developing sophisticated software solutions for the property and casualty insurance industry. Its innovative technology solutions revolutionize the way the property and casualty insurance business is conducted.
year
2010
rev ($mm)
$17.46
EBITDA ($mm)
$3.34
EBIT ($mm)
$2.47
Net Income ($mm)
$2.95
Employees
82
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Financial Management Solutions, Inc.
Financial Management Solutions, Inc.
Financial Management Solutions, Inc. provides banks and credit unions with branch performance management information designed to improve service, reduce operating costs, and increase profitability by targeting the effective management of financial institution non-interest operating expenses.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
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:
 
 
 
 
 
 
 
 
Cadis Software Ltd.
Cadis Software Ltd.
Cadis Software Ltd.'s EDM platform puts quality, audited data at the centre of an organisation. Their solutions build gold copy masters across all data types, deliver tangible data governance, risk management and compliance frameworks & rationalise legacy architectures.
year
2012
rev ($mm)
$32.63
EBITDA ($mm)
$13.67
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
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)
$65.89
EBIT ($mm)
$43.26
Net Income ($mm)
$30.17
Employees
1201
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
International Financial Business Solutions AG
International Financial Business Solutions AG provides software solutions and consulting services in the area of Securities Finance and Collateral Management. IFBS's standard application solution, FINACE®, a global market leader in Securities Lending, Repo and Collateral Management IT solutions.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Soliton Incorporated
Soliton Inc. is an industry leader and innovator focused on helping financial institutions minimize costs and improve operational efficiency in the management of investment data.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
GMT Corporation
GMT Corporation
GMT Corp provides enterprise workforce management and performance optimization solutions. It offers GMT Planet, a workforce management software that includes cash management and performance management features for financial services organizations, contact centers, and back office operations.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
iPipeline, Inc.
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.
year
2008
rev ($mm)
$35.00
EBITDA ($mm)
$7.00
EBIT ($mm)
Net Income ($mm)
Employees
100
  • drill down
  • watch

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