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Like The Wealth Expo

closed 1/11/2007 via PR Newswire

Financial Media Group, Inc., acquired The Wealth Expo

synopsis: Financial Media Group, Inc., a diversified advertising and media company announced that it has completed its acquisition of the "The Wealth Expo" brand, including the rights to the Web site, and series of investor expositions.
buyer: Financial Media Group, Inc.(FNGP:$7.80)
Financial Media Group, Inc. is a fully integrated financial brand-builder focused on developing tools, education and financial social communities for investors and public companies. The Company seeks to become a premier, full-service media company.
target: The Wealth Expo
The Wealth Expo has established itself as a credible and attractive venue for investors to acquire tools and information on various types of investments, trading software, portfolio management, retirement planning and personal finance; and for exhibitors to showcase their products, and company.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/21/2006 via PR Newswire

pulvermedia, acquired Foreword Financial

synopsis: pulvermedia has acquired Foreword Financial, a leading producer of events for the banking and financial services industry. The newly combined entity will maintain the pulvermedia name, while the financial services events will continue to use the Foreword Financial brand.
buyer parent:Technology Investment Capital Corp.
buyer: pulvermedia
pulvermedia is the leading integrated media company, building communities and providing ready marketplace access through its unparalleled blend of trade shows, publications, web channels, and progressive cutting-edge media.
target: Foreword Financial
Foreword Financial is a leading developer of conventions, trade shows, conferences, seminars and client meetings for financial service professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/27/2006 via Company Press Release

Incisive Media PLC, will acquire MSM International Limited

synopsis: Incisive Media plc, a leading provider of business information, has agreed to acquire the entire share capital of MSM International Limited for a cash consideration of £22.5m, representing £18.1m for the business and a pound for pound payment for net assets including cash.
buyer parent:Apax Partners & Co. Ventures Ltd.
buyer: Incisive Media PLC(:$132.70)
Incisive Media is one of the world's leading B2B information providers, serving the financial and professional services markets globally. Incisive brings product provider and purchaser business communities together in print, in person and online.
target: MSM International Limited
MSM International Ltd focuses on the financial services sector and produces a number of targeted weekly and monthly magazines, plus accompanying web sites, exhibitions, conferences and annual awards events.
price ($mm)
$44
rev ($mm)
$17
EBITDA ($mm)
EV / rev
2.6x
EV / EBITDA
closed 3/5/2007 via BusinessWire

OMX AB, acquired Findata AB

synopsis: OMX has acquired Findata AB from Bisnode. Findata is a leading supplier of information on Nordic companies and offers customized indexes.
buyer: OMX AB(:$477.10)
OMX is a leading expert in the exchange industry. Through the Nordic Exchange, OMX offers access to approximately 80 percent of the Nordic and Baltic securities market. The Nordic Exchange is a term used for marketing purposes and is not a legal entity.
target: Findata AB
Findata is the most full-coverage database for financial data in the Nordics. The database consists of wide-covering facts on Nordic corporations, such as company descriptions, financial history, corporate events and calendar information.
price ($mm)
$0.87
rev ($mm)
$0
EBITDA ($mm)
EV / rev
36.2x
EV / EBITDA
closed 5/21/2009 via Company Press Release

Guidepoint Global, LLC., acquired Vista Research, Inc.

synopsis: The McGraw-Hill Companies announced the sale of Vista Research Inc., to Guidepoint Global, LLC, a leading provider of primary research services to investors around the world.
buyer: Guidepoint Global, LLC.
Established in 2003 as Clinical Advisors, Guidepoint Global is a global consulting and research firm that delivers superior, customized expertise and research tools to professionals in finance, professional services and industry.
target parent: The McGraw-Hill Companies, Inc.
target: Vista Research, Inc.
Vista Research, Inc. provides institutional money managers and hedge funds with access to a broad network of top-quality industry practitioners who share fresh, field-level insights with Vista's clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 9/21/2006 via PR Newswire

China Finance Online Co., acquired Shenzhen Genius Information Technology Co., Ltd

synopsis: China Finance Online Co. Limited, a leading Chinese online financial information and listed company data provider, closed the acquisition of Shenzhen Genius Information Technology Co. Ltd, a financial information database provider mainly serving domestic securities and investment firms, on terms previously disclosed.
buyer: China Finance Online Co.(JRJC:$56.24)
China Finance Online Co. Limited specializes in providing online financial and listed company data and information in China. Through its website the company offers subscription-based service packages that integrate financial and listed company data and information from multiple sources.
target: Shenzhen Genius Information Technology Co., Ltd
Shenzhen Genius Information Technology Co., Ltd. is a financial information database provider mainly serving domestic securities and investment firms.
price ($mm)
$1.06
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/13/2007 via Company Press Release

News Corporation, acquired Dow Jones & Company, Inc.

synopsis: News Corporation announced the completion of its acquisition of Dow Jones & Co., Inc. pursuant to the previously announced merger agreement.
buyer: News Corporation(NWSA:$33,706.00)
News Corporation is a diversified entertainment company with operations in eight industry segments: filmed entertainment; television; cable network programming; direct broadcast satellite television; magazines and inserts; newspapers; book publishing; and other.
target: Dow Jones & Company, Inc.(:$1,769.69)
Dow Jones & Company is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review.
price($mm)[EV]
$5,196 [$5,684]
rev ($mm)
$1,861
EBITDA ($mm)
$291
EV / rev
3.1x
EV / EBITDA
19.8x
announced 5/22/2012 via Market Wire

R.R. Donnelley & Sons Company, will acquire EDGAR Online Inc.

synopsis: R. R. Donnelley & Sons Company and EDGAR Online jointly announced that they have signed a definitive agreement pursuant to which RR Donnelley will acquire EDGAR Online, a leading provider of disclosure management services, financial data and enterprise risk analytics software and solutions for both corporate and investment professionals.
buyer: R.R. Donnelley & Sons Company(RRD:$10,187.30)
RR Donnelley is a global provider of integrated communications. The company works collaboratively with more than 60,000 customers worldwide to develop custom communications solutions that reduce costs, enhance ROI and ensure compliance.
target: EDGAR Online Inc.(EDGR:$27.77)
EDGAR Online provides financial data, analytics and disclosure management solutions to help corporations and institutional investors facilitate compliance and management of regulatory disclosure filings.
price($mm)[EV]
$73 [$71]
rev ($mm)
$31
EBITDA ($mm)
EV / rev
2.3x
EV / EBITDA
closed 11/14/2011 via Wall Street Journal

Moody's Corporation, acquired Copal Partners

synopsis: Moody's Corporation announced that it has acquired a majority stake in the companies of Copal Partners. Copal's companies are among the world's leading providers of outsourced research and analytical services to institutional customers. Services provided include due diligence support, industry and company analyses, and more.
buyer: Moody's Corporation(MCO:$2,280.70)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets.
target: Copal Partners
Copal Partners' companies are among the world's leading providers of outsourced research and analytical services to institutional customers. They provide a range of services to leading institutional investors, investment banks, private equity firms, hedge funds and corporations globally.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 10/27/2010 via BusinessWire

MF Global Holdings Ltd, will purchase Washington Research Group from Concept Capital

synopsis: Concept Capital, a leading institutional broker and total solutions provider for global investment managers, announced that it has entered into an agreement to sell its Washington D.C. based research division, the Washington Research Group, to MF Global Holdings Ltd.
buyer: MF Global Holdings Ltd(MF:$2,233.57)
MF Global provides a range of services and support for a diverse client base that includes institutions, corporations and government entities, introducing brokers and other industry professionals, and individual investors and traders.
seller parent: Sanders Morris Harris Group Inc.
seller: Concept Capital
Washington Research Group is a 15-member policy analyst team providing institutional investors with insights about the impact of Washington policy on their investment decisions. The team's clients include the largest mutual funds and hedge funds in the country.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/26/2009 via BusinessWire

Money Show, purchased Two Investor Conferences from Diversified Business Communications

synopsis: Money Show, the world’s leading producer of investment tradeshows and cruises, announced that it has concluded an agreement to acquire The Financial Forum and CTAS conferences from Diversified Business Communications.
buyer: Money Show
Money Show, a global network of investment and trading education, is a privately held company headquartered in Sarasota, Florida, USA, which recently changed its name from InterShow.
seller: Diversified Business Communications
Diversified Business Communications provides information and market access through trade shows, publications and eMedia products. Diversified serves a number of markets, including health and medical, commercial marine, food and ethnic food, seafood and natural products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/6/2013 via PE Hub

Asset International, Inc., will acquire Investor Economics

synopsis: Asset International, which is backed by Austin Ventures, is buying Investor Economics. The deal is valued at $20 million to $25 million. Investor Economics, of Toronto, provides business intelligence data and research for Canadian banks, asset managers and brokerages.
buyer parent:Austin Ventures, L.P.
buyer: Asset International, Inc.
Asset International is a B2B information and technology company in the finance vertical which is transforming smaller traditional companies it has acquired into a high growth global business with a diverse set of new revenue streams: electronic data, tools, online media, research, and events.
target: Investor Economics
Investor Economics is a research firm that specializes in the fact-based measurement and analysis of Canada’s retail financial services and wealth management industry.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/30/2010 via BusinessWire

Silver Lake Partners, Warburg Pincus, acquired Interactive Data Corporation

synopsis: Interactive Data Corporation, a leading provider of financial market data, analytics and related solutions, announced the completion of its acquisition by investment funds managed by Silver Lake and Warburg Pincus.
buyer: Warburg Pincus
buyer: Silver Lake Partners
Investment funds managed by Warburg Pincus, a leading global private equity firm and Silver Lake, a global investment firm focused on technology, technology-enabled and related growth industries.
target parent: Pearson plc
target: Interactive Data Corporation(IDC:$768.07)
Interactive Data Corporation is a leading global provider of financial market data, analytics and related solutions to financial institutions, active traders and individual investors.
price($mm)[EV]
$3,245 [$2,946]
rev ($mm)
$768
EBITDA ($mm)
$267
EV / rev
3.8x
EV / EBITDA
11.0x
closed 12/15/2008 via BusinessWire

Interactive Data Corporation, acquired NTT Data Financial Corporation

synopsis: Interactive Data Corporation, a leading provider of financial market data, analytics and related services to financial institutions, active traders and individual investors, announced the initial closing of its acquisition of a majority interest in NTT DATA Financial Corporation.
buyer parent:Pearson plc
buyer: Interactive Data Corporation(IDC:$768.07)
Interactive Data Corporation is a leading global provider of financial market data, analytics and related solutions to financial institutions, active traders and individual investors.
target parent: NTT Data Corporation
target: NTT Data Financial Corporation
NTT Data Financial Corporation, which is based in Tokyo, is a leading provider of securities pricing, reference data and related services to most of the major financial institutions in Japan.
price ($mm)
$25*
rev ($mm)
$2
EBITDA ($mm)
EV / rev
18.8x
EV / EBITDA
closed 10/2/2008 via PR Newswire

Morningstar, Inc., acquired Fundamental Data Limited

synopsis: Morningstar, Inc., a leading provider of independent investment research, announced it has acquired Fundamental Data Limited, a leading provider of data on closed-end funds in the United Kingdom, for 11 million pounds sterling, or approximately U.S.$19 million, subject to post-closing adjustments.
buyer: Morningstar, Inc.(MORN:$658.29)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets.
target: Fundamental Data Limited
Fundamental Data Limited provides data on global closed-end and exchange traded-funds. It provides data feeds, Website feeds, and report outsourcing services, such as production of fund issuers' fact sheets, annual fund yearbooks, daily fund lists, and bulletins.
price ($mm)
$16
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/10/2008 via bobsguide.com

Markit Group Ltd., acquired NTC Economics

synopsis: Markit, the leading provider of independent data, portfolio valuations and OTC derivatives trade processing, has acquired NTC Economics, a provider of global macro-economic indicators and owner of the widely-referenced Purchasing Manager’s Index series.
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: NTC Economics
NTC Economics, Ltd. provides global macro-economic indicators in the United Kingdom. It produces business surveys that report on a set of economic barometers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/11/2008 via finextra.com

Netik, Plc, purchased Capco Reference Data Services from Capco

synopsis: Netik has acquired Capco Reference Data Services - a specialised business services provider for reference and market data - from capital markets consultancy Capco.
buyer: Netik, Plc
Netik provides financial data warehouse solutions to the securities industry. The company’s solutions include Netik InterView, a data warehouse and data hub for information-centric data management and reporting solutions, which provides access to portfolio/investment accounting data.
seller parent: Symphony Technology Group
seller: Capco
Capco is a leading global provider of integrated transformation services and solutions designed specifically for the financial services industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/18/2006 via PR Newswire

Hemscott Plc merged with Hemscott Plc,

synopsis: i-Deal LLC, a leading innovator in capital markets workflow solutions, and Hemscott Group Ltd, a premier international provider of financial data and investor relations services, have merged. The combined company has been named Ipreo LLC.
buyer parent:Veronis Suhler Stevenson
buyer: Hemscott Plc
Ipreo is a leading global provider of high quality data, expert insight, and productivity solutions to Investment Banking and Corporate clients. Ipreo is both a dynamic innovator and a trusted resource.
target: Hemscott Plc
Hemscott, Inc. builds and maintains databases of historical financial and stock price technical information on the United States, Canadian, and international publicly traded companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/5/2006 via Company Press Release

The Barclay Group, acquired Alternative Asset Center

synopsis: The Barclay Group, a leading independent provider of alternative investment research data, announced today that it has purchased the Alternative Asset Center (AAC) database, creating the world’s largest database of hedge fund performance.
buyer: The Barclay Group
The Barclay Group, founded in 1985, currently tracks more than 6,000 hedge funds and managed futures programs. Barclay has created and regularly updates 18 proprietary hedge fund indexes and eight managed futures indexes.
target: Alternative Asset Center
Alternative Asset Center was established in 1999, and quickly constructed the largest proprietary fund of hedge fund database in the industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/25/2006 via BNC Analysis

The Economist Group Limited, will acquire EuroFinance Conferences Ltd.

synopsis: The Economist Group, publisher of The Economist and CFO magazine, announced today that it will acquire EuroFinance Conferences Ltd. EuroFinance is a leader in global and regional cash and treasury management events for senior finance professionals—an audience that The Economist Group already targets through its CFO brand around the world.
buyer parent:Pearson plc
buyer: The Economist Group Limited
The Economist Group is the leading source of analysis on international business and world affairs. The Economist Group delivers information through a range of formats, from newspaper and magazines to conferences and electronic services.
target: EuroFinance Conferences Ltd.
EuroFinance runs over 20 conferences and many training courses throughout the Americas, across Europe and in Asia Pacific. In 2005 EuroFinance attracted over 5000 delegates to its events in 20 countries.
price ($mm)
$11
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
*Price paid does not equal Enterprise Value as the buyer aqcuired less than 100% of target
closed 1/11/2007 via PR Newswire

Financial Media Group, Inc., acquired The Wealth Expo

synopsis: Financial Media Group, Inc., a diversified advertising and media company announced that it has completed its acquisition of the "The Wealth Expo" brand, including the rights to the Web site, and series of investor expositions.
buyer: Financial Media Group, Inc.(FNGP:$7.80)
Financial Media Group, Inc. is a fully integrated financial brand-builder focused on developing tools, education and financial social communities for investors and public companies. The Company seeks to become a premier, full-service media company.
target: The Wealth Expo
The Wealth Expo has established itself as a credible and attractive venue for investors to acquire tools and information on various types of investments, trading software, portfolio management, retirement planning and personal finance; and for exhibitors to showcase their products, and company.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/11/2007 via PR Newswire

Financial Media Group, Inc., acquired The Wealth Expo

synopsis: Financial Media Group, Inc., a diversified advertising and media company announced that it has completed its acquisition of the "The Wealth Expo" brand, including the rights to the Web site, and series of investor expositions.
buyer: Financial Media Group, Inc.(FNGP:$7.80)
Financial Media Group, Inc. is a fully integrated financial brand-builder focused on developing tools, education and financial social communities for investors and public companies. The Company seeks to become a premier, full-service media company.
target: The Wealth Expo
The Wealth Expo has established itself as a credible and attractive venue for investors to acquire tools and information on various types of investments, trading software, portfolio management, retirement planning and personal finance; and for exhibitors to showcase their products, and company.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/11/2006 via PR Newswire

Financial Media Group, Inc., acquired WallStreet Direct, Inc.

synopsis: Financial Media Group, Inc., is pleased to announce that it has completed the acquisition of WallStreet Direct, Inc., a multimedia provider of financial news, tools and information.
buyer: Financial Media Group, Inc.(FNGP:$7.80)
Financial Media Group, Inc. is a fully integrated financial brand-builder focused on developing tools, education and financial social communities for investors and public companies. The Company seeks to become a premier, full-service media company.
target: WallStreet Direct, Inc.
WallStreet Direct, Inc. owns Wallst.net, a multimedia provider of original, insightful commentary and news from North America's leading publicly traded companies giving a direct link to the management of today's fastest-growing companies through encompassing executive interviews and sector seminars.
price ($mm)
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EV / EBITDA
closed 11/20/2006 via BusinessWire

Mailnet Services, Inc., acquired Synapse Technology

synopsis: Mailnet Services, Inc. brings a new dimension to its multi-channel marketing capabilities with the acquisition of two established database marketing and analytics firms. The addition of Synapse Technology and Conclusive Strategies to its existing business line further expands Mailnet’s marketing execution management expertise.
buyer: Mailnet Services, Inc.
Mailnet Services, Inc. helps businesses deliver direct mail for marketing campaigns quickly and cost effectively through two Internet-based services, MailnetExpress(R) and Listcleanup.com(R). MailnetExpress is an on-line application that allows for the development and scheduling.
target: Synapse Technology
Synapse Technology is a leading provider of Event Based Marketing products and services to the financial services industry. Its flagship product is Synapse Event Based Marketing.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/28/2009 via PR Newswire

Equifax, Inc., acquired IXI Corporation

synopsis: Equifax Inc. confirmed that it has satisfied all closing conditions and has completed its acquisition of IXI Corporation, a leader in collecting, analyzing and delivering consumer wealth and asset data. IXI will now become part of Equifax's US Consumer Information Solutions (USCIS) unit.
buyer: Equifax, Inc.(EFX:$2,160.50)
Equifax is a global leader in information technology that enables and secures global commerce with consumers and businesses. The company is one of the largest sources of consumer and commercial data.
target: IXI Corporation
For over 15 years, IXI has helped the nation's leading financial services and consumer marketing firms optimize marketing efforts, manage risk, identify growth markets, and enhance practice and performance management.
price ($mm)
$124
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/17/2011 via Company Description

Bungee Banner, Inc., acquired Storeimage Programs, Inc.

synopsis: Bungee Banner has acquired the intellectual property of Storeimage of Brantford, Ontario. Storeimage has become North America’s Leading retail solutions provider.
buyer: Bungee Banner, Inc.
Bungee Banner is a leader in digital printing and carpentry in the Ottawa/Gatineau area. Since 2001, their team of professionals has gained high-tech proficiency in digital imaging enabling them to design new manufacturing methods which are now patented in Canada and the United States.
target: Storeimage Programs, Inc.
Storeimage Programs, Inc. provides retail solutions in North America. It offers strategic design, project management, single source production, and logistics and warehousing management services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/8/2010 via Market Wire

KBM Group, will acquire Marketing Direct, Inc.

synopsis: KBM Group, the global leader in knowledge-based marketing solutions, has agreed to acquire Marketing Direct, Inc. (MDI), the leading provider of agency services to the healthcare industry. MDI is an integrated marketing services company with expertise in strategy, design and execution of marketing campaigns.
buyer parent:WPP Group, plc
buyer: KBM Group
KBM Group is the global leader in knowledge-based marketing solutions. Expert in both digital and traditional direct marketing, KBM Group helps companies manage, analyze and optimize marketing data to engage more effectively with their customers and prospects.
target: Marketing Direct, Inc.
Marketing Direct, Inc. provides direct and interactive marketing services primarily to the healthcare industry, but also in the retail and financial services as well.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/1/2007 via PR Newswire

Veronis Suhler Stevenson, acquired TRANZACT

synopsis: Halyard Capital, a New York-based private equity firm, has closed on the sale of MG LLC dba TRANZACT to a newly formed portfolio company of Veronis Suhler Stevenson for $185 million.
buyer: Veronis Suhler Stevenson
Veronis Suhler Stevenson is a private equity and mezzanine capital fund management company dedicated to investing in the media, communications, information and education industries in North America and Europe.
target parent: Halyard Capital
target: TRANZACT
Based in Fort Lee, New Jersey, TRANZACT is the leader in providing end-to-end technology-driven customer acquisition solutions to the financial services and media and telecommunications sectors.
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 4/16/2007 via PR Newswire

Experian Information Solutions, acquired Inform@rketing

synopsis: Experian, a global information solutions provider, has acquired Inform@rketing, one of Brazil's leading providers of direct marketing services. Inform@rketing is headquartered in Sao Paulo and demonstrates Experian's commitment to continuing its expansion and growth initiatives in Brazil.
buyer: Experian Information Solutions
Experian is a global leader in providing information solutions to organizations and consumers. It helps organizations find, develop and manage profitable customer relationships by providing information, decision-making solutions and processing services.
target: Inform@rketing
Inform@rketing provides direct marketing services to financial institutions. The company offers a complete array of marketing services for its clients including: Database management, Mailing list analysis and cleansing, Data enhancement and enrichment, Marketing campaign management.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/7/2006 via

Intersections Inc., acquired Chartered Marketing Services, Inc.

synopsis: Intersections Inc., a leading provider of branded and fully-customized identity management solutions, announces its planned acquisition of Chartered Marketing Services, Inc. (CMSI), a privately-held direct marketer of consumer-oriented insurance and membership products.
buyer: Intersections Inc.(INTX:$364.63)
Intersections Inc. provides comprehensive identity theft protection and credit management services to more than two million consumer subscribers in the U.S. and Canada.
target parent: Spectrum Equity Investors
target: Chartered Marketing Services, Inc.
Since 1981 Chartered Marketing Services, located in Arlington Heights, IL, has provided end-to-end marketing solutions across multiple channels for a majority of the country's largest financial institutions and premier insurance companies.
price ($mm)
$59
rev ($mm)
$50
EBITDA ($mm)
$8
EV / rev
1.2x
EV / EBITDA
7.4x
closed 12/13/2010 via Market Wire

Futurity First Financial Corporation, acquired Dressander & Associates, Inc.

synopsis: Futurity First Financial Corporation, a nationwide insurance distribution organization, announced the acquisition of Dressander & Associates, Inc., an independent annuity and life insurance marketing organization.
buyer: Futurity First Financial Corporation
Futurity First Financial Corporation is the parent company of Futurity First Insurance Group, Inc., an independent, nationwide insurance distribution organization specializing in retirement income and insurance protection solutions from leading insurance companies.
target: Dressander & Associates, Inc.
Dressander & Associates is an independent marketing organization. Built specifically for agents in the Annuity & Life arena, Dressander and Associates's product, marketing and training platform is geared towards meeting the needs of highly successful producers and their clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/4/2010 via Market Wire

InsWeb Corporation, acquired Potrero Media Corporation

synopsis: InsWeb Corp., a leading online insurance comparison provider, announced the completion of its acquisition of Potrero Media Corporation, a performance-based marketing agency specializing in search marketing and lead generation, primarily in the health insurance industry.
buyer: InsWeb Corporation(INSW:$42.36)
InsWeb Corporation owns and operates a network of leading insurance marketplace and education websites. Founded in 1995 and headquartered in Sacramento, California, InsWeb's primary properties include InsWeb.com, InsuranceRates.com, LocalInsuranceAgents.com, and AgentInsider.com.
target: Potrero Media Corporation
Potrero Media Corporation is a leading performance-based marketing agency specializing in search marketing, lead generation and online publishing services. Potrero has delivered millions of customers on a pay-for-performance basis to small, medium, and large businesses worldwide.
price ($mm)
$6.00
rev ($mm)
$12
EBITDA ($mm)
$1
EV / rev
1.0x
EV / EBITDA
15.0x
closed 4/23/2007 via BusinessWire

Merkle, Inc., acquired CFM Direct

synopsis: Merkle one of the nation’s largest database marketing agencies, announced the acquisition of CFM Direct, a direct marketing agency that specializes in the development of data-driven direct marketing programs for clients in the financial services sector. With the acquisition, privately-held Merkle adds 90 staff members in two offices.
buyer: Merkle, Inc.
Merkle is one of the nation’s largest and fastest growing database marketing agencies. For more than 20 years, Fortune 1000 companies and leading nonprofit organizations have partnered with Merkle to maximize the value of their customer portfolios.
target: CFM Direct
CFM Direct built its reputation by providing strategic guidance, creative services, campaign execution and production management support on thousands of direct marketing campaigns for world-class clients. In 2006, CFM generated over $50 million in billings, $17 million in revenue.
price ($mm)
rev ($mm)
$17
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 9/21/2006 via BusinessWire

Longevity Alliance, acquired Long-Term Care Quote

synopsis: Longevity Alliance, the Washington-based company providing older Americans with financial and health insurance services has acquired Long-Term Care Quote, a consumer resource center and 10-year-old independent agency specializing in long-term care insurance.
buyer: Longevity Alliance
Longevity Alliance is one of the first companies exclusively serving America's burgeoning aging population with one-stop, affordable financial planning, health and life insurance services, and long-term care insurance.
target: Long-Term Care Quote
Long Term Care's "Insurance Quotes Wiz" was designed to make the long term care insurance & term insurance process as simple and easy as possible! You fill out one form, then sit back and relax. Local long term care experts will contact you directly to make you their best offer.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Long-Term Care Quote

Geography
Matching Companies
Ticker:
 
 
 
 
 
 
 
 
Foreword Financial
Foreword Financial
Foreword Financial is a leading developer of conventions, trade shows, conferences, seminars and client meetings for financial service professionals.
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rev ($mm)
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Employees
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Ticker:
 
 
 
 
 
 
 
 
MSM International Limited
MSM International Limited
MSM International Ltd focuses on the financial services sector and produces a number of targeted weekly and monthly magazines, plus accompanying web sites, exhibitions, conferences and annual awards events.
year
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rev ($mm)
$16.56
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
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Ticker:
 
 
 
 
 
 
 
 
Eli Research, Inc.
Eli Research, Inc.
Eli Research is a research and information company with over 60 print and online publications serving our core markets of health care, law and financial services.
year
rev ($mm)
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Ticker:
 
 
 
 
 
 
 
 
BarclayHedge
The Barclay Group, founded in 1985, currently tracks more than 6,000 hedge funds and managed futures programs. Barclay has created and regularly updates 18 proprietary hedge fund indexes and eight managed futures indexes.
year
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rev ($mm)
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Employees
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Ticker:
 
 
 
 
 
 
 
 
Money Show
Money Show
Money Show, a global network of investment and trading education, is a privately held company headquartered in Sarasota, Florida, USA, which recently changed its name from InterShow.
year
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rev ($mm)
$15.00
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EBIT ($mm)
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Ticker:
 
 
 
 
 
 
 
 
Global Access Holdings, LLC.
Global Access Holdings is a financial media and analytics firm. Utilizing a proprietary set of Generators, GAH creates financial content solutions for institutional investment firms, investment banking firms, and media corporations.
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rev ($mm)
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Ticker:
 
 
 
 
 
 
 
 
Investor Economics
Investor Economics
Investor Economics is a research firm that specializes in the fact-based measurement and analysis of Canada’s retail financial services and wealth management industry.
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rev ($mm)
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Ticker:
 
 
 
 
 
 
 
 
Coalition Development Ltd
Coalition Development Ltd
Coalition provides high-end analytics, mainly to leading global investment banks. At Coalition, they believe their fundamental mission is to enable and inform the strategic business development of the world’s most advanced commercial entities.
year
rev ($mm)
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Ticker: TRI
 
 
 
 
 
 
 
 
Thomson Reuters
Thomson Reuters
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. It combines industry expertise with innovative technology to deliver critical information to leading decision makers.
year
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rev ($mm)
$13,278.00
EBITDA ($mm)
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EBIT ($mm)
$1,768.00
Net Income ($mm)
$2,070.00
Employees
60000
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Ticker:
 
 
 
 
 
 
 
 
Bloomberg L.P.
Bloomberg L.P.
Bloomberg is the global business and financial information and news leader. The company's strength is delivering data, news and analytics through innovative technology, quickly and accurately.
year
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rev ($mm)
$3,000.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
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Ticker: MCO
 
 
 
 
 
 
 
 
Moody's Corporation
Moody's Corporation
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets.
year
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rev ($mm)
$2,280.70
EBITDA ($mm)
$967.60
EBIT ($mm)
$888.40
Net Income ($mm)
$571.40
Employees
6363
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Ticker:
 
 
 
 
 
 
 
 
Guidepoint Global, LLC.
Established in 2003 as Clinical Advisors, Guidepoint Global is a global consulting and research firm that delivers superior, customized expertise and research tools to professionals in finance, professional services and industry.
year
rev ($mm)
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Employees
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Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2012
rev ($mm)
$658.29
EBITDA ($mm)
$193.76
EBIT ($mm)
$150.67
Net Income ($mm)
$108.08
Employees
3525
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Ticker: EDGR
 
 
 
 
 
 
 
 
EDGAR Online Inc.
EDGAR Online Inc.
EDGAR Online provides financial data, analytics and disclosure management solutions to help corporations and institutional investors facilitate compliance and management of regulatory disclosure filings.
year
2011
rev ($mm)
$27.77
EBITDA ($mm)
($3.37)
EBIT ($mm)
($5.12)
Net Income ($mm)
Employees
172
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Ticker: FDS
 
 
 
 
 
 
 
 
FactSet Research Systems Inc.
FactSet Research Systems Inc.
FactSet Research Systems Inc. combines integrated financial information, analytical applications, and client service to enhance the workflow and productivity of the global investment community. The company conducts operations along with its affiliates from more than twenty-six locations worldwide.
year
2012
rev ($mm)
$805.79
EBITDA ($mm)
$306.59
EBIT ($mm)
$272.99
Net Income ($mm)
$188.81
Employees
6020
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Ticker: FNGP
 
 
 
 
 
 
 
 
Financial Media Group, Inc.
Financial Media Group, Inc. is a fully integrated financial brand-builder focused on developing tools, education and financial social communities for investors and public companies. The Company seeks to become a premier, full-service media company.
year
2008
rev ($mm)
$7.80
EBITDA ($mm)
$1.71
EBIT ($mm)
$1.66
Net Income ($mm)
Employees
30
  • drill down
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Ticker:
 
 
 
 
 
 
 
 
Liberty Enterprises, Inc.
Liberty Enterprises, Inc. is the credit union movement's leading provider of payment systems, marketing services and technology solutions. A family- and employee-owned company, Liberty provides financial institutions with checks, card services, financial supplies, database marketing, creative servi
year
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Ticker:
 
 
 
 
 
 
 
 
Ummen Communications GmbH
Ummen Communications GmbH
Flaskamp Ummen AG provides consulting and campaigning services. The services of the company includes positioning consultation, public, investor relations, advertising, marketing, live communication, corporate publishing, graphics and design.
year
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
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Employees
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