By TRG Screen

closed 3/4/2021 via PR Newswire

TRG Screen, purchased Market Data Reporting business from Jordan & Jordan

synopsis: TRG Screen, the leading provider of enterprise subscription spend management solutions, announced it has acquired the Market Data Reporting (MDR) business from Jordan & Jordan (J&J). Market Data Reporting is a managed services solution focused on providing reporting and related services to ensure compliance with licensing policies.
buyer parent: Pamlico Capital
buyer: TRG Screen
TRG Screen is the leading provider of enterprise subscription management solutions. TRG Screen is uniquely differentiated by its ability to monitor both spend and usage of data and information services including market data, research, software licenses, consulting and other corporate expenses. "
seller: Jordan & Jordan
Market Data Reporting from J&J (Jordan & Jordan) is a managed services solution focused on providing reporting and related services to ensure compliance with licensing, provisioning, distribution and reporting policies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/12/2020 via PR Newswire

TRG Screen, acquired Market Data Insights LLC

synopsis: TRG Screen, the leading provider of enterprise subscription spend management solutions, has acquired Market Data Insights (MDI), a leading provider of market data managed services. The acquisition of MDI will further solidify TRG Screen's position as a global market leader of market data management solutions.
buyer parent: Polaris Partners
buyer: TRG Screen
TRG Screen is the leading provider of enterprise subscription management solutions. TRG Screen is uniquely differentiated by its ability to monitor both spend and usage of data and information services including market data, research, software licenses, consulting and other corporate expenses. "
target: Market Data Insights LLC
Market Data Insights (MDI) provides dynamic data management programs to financial firms on an outsourced basis, either delivered on the client's inventory system or as a professionally managed solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/20/2019 via PR Newswire

TRG Screen, acquired Axon Financial Systems

synopsis: TRG Screen, the leading provider of enterprise subscription spend management solutions, has acquired Northern Ireland-based Axon Financial Systems, the leading provider of exchange policy and compliance solutions which assist market data consumers, exchanges, and vendors ensure compliance and optimize their spend and revenue.
buyer parent: Polaris Partners
buyer: TRG Screen
TRG Screen is the leading provider of enterprise subscription management solutions. TRG is differentiated by its ability to monitor both spend and usage of data and information services including market data, research, software licenses, consulting and other corporate expenses. "
target: Axon Financial Systems
Northern Ireland-based Axon uses technology to streamline market data reporting and administration in the market data management industry. Axon products ease compliance for market data teams by helping them improve processes, reduce costs, and lower the risk of unwelcome audit findings.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/18/2018 via PR Newswire

The Roberts Group, acquired Screen Group

synopsis: TRG, (The Roberts Group) the leading provider of subscription spend management software solutions, announced it has acquired Screen Group, a world leading market data software company that assists business professionals in managing their market data costs, processes and workflows more efficiently.
buyer parent: Polaris Partners
buyer: The Roberts Group
The Roberts Group (TRG) provides spend management solutions enabling enterprises to gain total cost transparency and control of their entire universe of corporate subscriptions and vendor relationships. "
target: Screen Group
Screen Group is a world leading market data software company that assists financial services professionals in managing their market data costs, processes and workflows more efficiently. At the foundation of the company Screen built a unique Market Data and Investment Management consultancy practice.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/21/2016 via PR Newswire

The Roberts Group, acquired Priory Solutions

synopsis: The Roberts Group ("TRG"), the leading provider of subscription spend management software, announced it has acquired Priory Solutions ("Priory"). Priory provides software that helps enterprises manage access, streamline workflow, and track usage of their online research, data and information services.
buyer parent: Polaris Partners
buyer: The Roberts Group
The Roberts Group (TRG) provides spend management solutions enabling enterprises to gain total cost transparency and control of their entire universe of corporate subscriptions and vendor relationships. "
target: Priory Solutions
Since its establishment in 2003, Priory Solutions has become a respected provider of software solutions to the professional services market. They have created a suite of products to address specific challenges faced by corporate Information Services and Library departments.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2014 via PE Hub

Polaris Venture Partners, acquired The Roberts Group

synopsis: Polaris Partners has invested in The Roberts Group. The Roberts Group, of New York, provides market data cost and inventory management solutions to the financial services industry. They are the developer of the Financial Information Tracking System, FITS, a market data inventory management solution available to the Financial Services Industry.
buyer: Polaris Venture Partners
Polaris Venture Partners is a group of investors and technology executives with a successful track record of investing in and partnering with early-stage entrepreneurs in both information and medical technology. "
target: The Roberts Group
The Roberts Group (TRG) is the developer of the Financial Information Tracking System, FITS, the most comprehensive market data inventory management solution available to the Financial Services Industry. TRG provides market data consulting services ranging from FITS Consulting to Systems Deployment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2014 via PE Hub

Polaris Venture Partners, acquired The Roberts Group

synopsis: Polaris Partners has invested in The Roberts Group. The Roberts Group, of New York, provides market data cost and inventory management solutions to the financial services industry. They are the developer of the Financial Information Tracking System, FITS, a market data inventory management solution available to the Financial Services Industry.
buyer: Polaris Venture Partners
Polaris Venture Partners is a group of investors and technology executives with a successful track record of investing in and partnering with early-stage entrepreneurs in both information and medical technology. "
target: The Roberts Group
The Roberts Group (TRG) is the developer of the Financial Information Tracking System, FITS, the most comprehensive market data inventory management solution available to the Financial Services Industry. TRG provides market data consulting services ranging from FITS Consulting to Systems Deployment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/28/2022 via BusinessWire

Ontra, acquired FundFormer

synopsis: Ontra, the leading provider of contract automation and intelligence for the world’s most prominent asset managers, announced the acquisition of FundFormer, a top electronic subscription document provider for fund managers and their investors.
buyer: Ontra
Ontra is the global leader in Contract Automation and Intelligence for private asset management firms. The Ontra platform combines AI-enabled software with a worldwide network of highly trained lawyers to modernize recurring legal workflows. "
target: FundFormer
FundFormer is a top electronic subscription document provider for fund managers and their investors. FundFormer works with investment funds to convert their subscription documents into a digital format and guides investors through relevant parts of the documentation.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/30/2016 via BNC Analysis

Hub24 Pty. Ltd., will acquire Agility Applications

synopsis: Fast growing listed financial services technology company HUB24 is poised to acquire Agility Applications. Agility is a specialist provider of application, data exchange and technology products to the financial services industry. It covers about 40 per cent of Australia's stockbroking market.
buyer: Hub24 Pty. Ltd. (ASX:HUB:$32.55)
HUB24's award-winning investment and superannuation platform offers a comprehensive range of investment options, including superior administration, transaction and reporting solutions, for individuals, companies, trusts, associations and self-managed super funds. "
target: Agility Applications
Agility is a specialist provider of application, data exchange and technology products to the financial services industry. It covers about 40 per cent of Australia's stockbroking market.
price ($mm)
$4.71
rev ($mm)
$6
EBITDA ($mm)
EV / rev
1.9x
EV / EBITDA
closed 2/15/2022 via GlobeNewswire

RFP360, acquired InHub

synopsis: RFPIO announced that the organization completed its acquisition of InHub, a leading RFx management solution for the investment community. InHub is joining RFP360, the global business division of RFPIO dedicated to serving the emerging request management software market.
buyer parent: K1 Investment Management
buyer: RFP360
RFP360, the request management business division of RFPIO, empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. "
target: InHub
Founded in 2014, InHub offers an easier way for institutional investors, investment consultants and research teams to issue, manage, organize and evaluate RFPs and all other RFx projects.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/17/2020 via BusinessWire

PureFacts Financial Solutions Inc., acquired Quartal Financial Solutions

synopsis: PureFacts Financial Solutions, a leading WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, has acquired Quartal Financial Solutions, a market leading provider of award-winning fee and commission management, and revenue and expense lifecycle management software for the financial and insurance industry.
buyer: PureFacts Financial Solutions Inc.
PureFacts provides wealth management solutions for the financial services industry in Canada, USA, UK, and the Caribbean. PureFacts uses AI, big data, and their industry expertise to help firms realize value, increase productivity, reduce costs, and create an enhanced customer experience. "
target: Quartal Financial Solutions
Quartal Financial Solutions is a market leading provider of award-winning fee and commission management, and revenue and expense lifecycle management software for the financial and insurance industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/30/2012 via BNC Analysis

ARTS ET BIENS, acquired Prenax Global

synopsis: The owners of Prenax Global AB have sold their shares in the company to ARTS ET BIENS, an investment firm based in France founded by the Lévy family.
buyer: ARTS ET BIENS
ARTS ET BIENS is an investment company focused on Private Equity investments, with around Euro 40 millions of assets under management. "
target: Prenax Global
The Prenax Group is a global business-to-business subscription management company. It offers Prenax Online, a Web-based administrative system for renewals, claims management, management reporting, product database, cost centre management, address changes, and communication with account manager.
price ($mm)
rev ($mm)
$102
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 10/4/2010 via PR Newswire

DST OutPut, acquired Capital Fulfillment Group Inc.

synopsis: DST Output, a leading provider of print and electronic output solutions, announced that it has purchased the assets of Capital Fulfillment Group, Inc. (CFG), a marketing and technology solutions company that specializes in the development and implementation of innovative marketing, fulfillment, and compliance automation services.
buyer parent: DST Systems, Inc.
buyer: DST OutPut
DST Output, LLC provides integrated print and electronic statement and billing output solutions to many of the country's largest financial services, communications, insurance, healthcare, and utilities companies. "
target: Capital Fulfillment Group Inc.
Capital Fulfillment Group is an industry-leading marketing and technology solutions company focusing exclusively on the financial services industry. CFGweb is CFG's fully integrated marketing and sales platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/16/2020 via BNC Analysis

Etops AG, acquired Evolute

synopsis: Etops has completed a full takeover of Evolute. The two FinTech firms, which are both based in the Greater Zurich Area, now intend to accelerate the construction of an open ecosystem in the area of wealth management. Evolute is a seamlessly integrated software that covers the entire value chain of wealth management.
buyer: Etops AG
Etops was founded in 2010 and offers a broad range of solutions and services for the financial industry from data collection, refinement and aggregation to high-end operations and consulting, from complex integration projects to state-of-the-art reporting, to mobile apps and dashboards. "
target: Evolute
Evolute understands wealth management goals and processes. Evolute is a seamlessly integrated software, from client risk profiling to portfolio solutions, covering the entire value chain of wealth management. Evolute closely links advisors and clients along the way, enabled by technology.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/10/2019 via BusinessWire

BlackRock, Inc., acquired eFront

synopsis: BlackRock, a global leader in investment management, risk management and advisory services for institutional & retail clients, has completed the acquisition of eFront, the world’s leading end-to-end alternative investment management software and solutions provider, from private equity firm Bridgepoint and eFront employees.
buyer: BlackRock, Inc. (BLK:$19,374.00)
BlackRock is a global leader in investment management, risk management and advisory services for institutional & retail clients. BlackRock helps clients meet their goals with a range of products that include separate accounts, mutual funds, exchange-traded funds, & other pooled investment vehicles. "
target parent: Bridgepoint
target: eFront
eFront, founded in 1999, is based in Paris and is the leading technology provider for managing the alternatives investment lifecycle, from due diligence and portfolio planning, to performance and risk analysis, across a range of alternative asset classes.
price ($mm)
$1,300
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/5/2017 via GlobeNewswire

SEI Investments, acquired Archway Technology Partners, LLC

synopsis: SEI, a global provider of investment processing, investment management, and investment operations solutions, has acquired Archway Technology Partners, a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and fund administrators.
buyer: SEI Investments (SEIC:$1,684.06)
SEI is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. "
target: Archway Technology Partners, LLC
Archway Technology Partners is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, and private wealth advisors. They help private wealth management firms better serve their ultra-high-net-worth clients.
price ($mm)
$80
rev ($mm)
$18
EBITDA ($mm)
$4
EV / rev
4.9x
EV / EBITDA
24.4x
closed 1/28/2015 via BNC Analysis

Bridgepoint, acquired eFront SA

synopsis: eFront, the leading software provider of financial solutions for managing alternative investments, has been acquired by European private equity investor Bridgepoint. Headquartered in France, eFront provides end-to-end solutions dedicated to the financial services industry, specialising in enterprise risk management and alternative investments.
buyer: Bridgepoint (:$353.32)
Bridgepoint is one of the most experienced private equity investment firms based in Europe. With a clear, long-term focus on sectors where it can invest in robust middle market companies, it typically acquires businesses valued between €200 million and €1 billion. "
target parent: Francisco Partners Management LLC
target: eFront SA
eFront provides end-to-end solutions dedicated to the financial services industry, specialising in enterprise risk management and alternative investments. Its solutions serve some of the largest companies in the private equity, real estate investment, banking and insurance sectors.
price ($mm)
$327
rev ($mm)
$80
EBITDA ($mm)
$17
EV / rev
4.1x
EV / EBITDA
18.8x
closed 9/23/2011 via BusinessWire

Francisco Partners, acquired eFront SA

synopsis: EFR Holdings SAS, an acquisition vehicle controlled by funds affiliated with Francisco Partners, acquired a majority of the share capital and voting rights of eFront S.A., a business software solutions provider dedicated to the financial industry, listed on the Alternext Paris market of NYSE Euronext (ALEFT).
buyer: Francisco Partners
Francisco Partners is a leading global private equity firm with offices in San Francisco and London focused exclusively on investments in technology and technology-enabled services businesses. "
target: eFront SA
eFront is a software provider of solutions dedicated to the financial industry with recognized expertise in Alternative Investments and Risk Management. eFront’s solutions serve major companies in the Private Equity, Real-Estate Investment, Banking, and Insurance sectors.
price ($mm)[EV]
$42 [$28]*
rev ($mm)
$45
EBITDA ($mm)
$8
EV / rev
1.3x
EV / EBITDA
7.3x
closed 6/24/2020 via Company Press Release

Mitratech, Inc., acquired CMPG, LLC

synopsis: Mitratech, a leading provider of legal and compliance software, announced its acquisition of CMPG, LLC. Founded in 1998, CMPG is focused on providing software solutions for the financial services, healthcare, and insurance industries. 
buyer parent: TA Associates
buyer: Mitratech, Inc.
Mitratech is a proven global technology partner for corporate legal, risk, and compliance professionals, offering a proven portfolio of end-to-end solutions that spread operational best practices throughout the enterprise, standardizing processes, and accelerating time-to-value. "
target: CMPG, LLC
Founded in 1998, CMPG is focused on providing software solutions for the financial services, healthcare, and insurance industries. Its two main products are: VendorInsight®, an award-winning Vendor Risk Management (VRM) solution and Procipient, an enterprise risk management solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/30/2006 via BusinessWire

SciVantage, Inc., acquired Kenamea

synopsis: Scivantage, the premier provider of web-based, front- and middle-office brokerage products, has acquired Kenamea, the leading provider of notification management products to the brokerage industry.
buyer: SciVantage, Inc.
Scivantage is the premier provider of web-based, front- and middle-office brokerage products.Leveraging your existing back office, Scivantage’s easy and affordable platforms automate manual functions and integrate fundamental content into one fully customizable, straight-through-processed interface."
target: Kenamea
Kenamea is the leading provider of advanced web-based notification management solutions, serving the financial services industry. Kenamea provides next generation notification, business process workflow management and service-to-service communication solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/18/2022 via PR Newswire

SS&C Technologies, Inc., acquired MineralWare

synopsis: SS&C Technologies Holdings, Inc., a global provider of services and software, has acquired MineralWare, a mineral management software solution for financial institutions, foundations, high-net-worth individuals and family offices. MineralWare allows users to keep track of their assets, automate JIB statements, and manage their royalty income.
buyer: SS&C Technologies, Inc. (SSNC:$5,112.60)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target: MineralWare
MineralWare is a mineral management software solution for financial institutions, foundations, high-net-worth individuals and family offices. MineralWare is a cloud solution that allows users to keep track of all of their assets, automate JIB statements, and manage their royalty income.
price ($mm)
$18
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/11/2022 via GlobeNewswire

Onit, acquired SecureDocs

synopsis: Onit, Inc., a leading provider of enterprise workflow solutions including enterprise legal management and contract lifecycle management, announced that it has acquired SecureDocs, a global software company for contract management, virtual deal rooms and electronic signatures.
buyer: Onit
Onit is a global leader of workflow and artificial intelligence platforms and solutions for legal, compliance, sales, IT, HR and finance departments. With Onit, companies can transform best practices into smarter workflows, better processes and operational efficiencies. "
target: SecureDocs
SecureDocs is a global software company for contract management, virtual deal rooms and electronic signatures. They offer a virtual data room solution used for secure business transactions like raising venture capital, M&A, IPOs, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/27/2021 via PR Newswire

Tegus, will acquire BamSEC, Inc.

synopsis: Tegus, the leading provider of primary business and market intelligence, will acquire BamSEC, a platform that makes it easy to access and work with SEC filings and earnings transcripts. Tegus' acquisition of BamSEC represents both an entry into new data offerings and complementary enhancements to Tegus' existing business.
buyer: Tegus
Tegus is the leading provider of primary business and market intelligence for key decision makers. Tegus conducts research and collects data to provide the most comprehensive primary information platform available, enabling clients to discover answers to their most challenging questions faster. "
target: BamSEC, Inc.
BamSEC is a platform that makes it easy to access and work with SEC filings and earnings transcripts. BamSEC's products enable customers to conveniently search, access, manipulate, and pull financial data from any SEC filings and to browse and read any public company earnings call transcripts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/24/2020 via BusinessWire

iPipeline, Inc., acquired Impact Financial Systems

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, has acquired IFS (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance, and advisor transitions.
buyer parent: Roper Technologies, Inc.
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support. "
target: Impact Financial Systems
IFS is the leading provider of automation solutions for Client Onboarding, Asset Movement, Maintenance, and Advisor Transitions. The company's service request automation solutions are deployed at some of the world's largest brokerage, wealth, banking, and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/13/2019 via PR Newswire

SS&C Advent, will acquire Investrack

synopsis: SS&C Technologies announced it has entered into a definitive agreement wherein SS&C Advent will acquire the Investrack business from UAE-based Globacom Technologies. Investrack is a suite of applications aimed at banks and financial institutions to build their customer engagement strategy.
buyer parent: SS&C Technologies, Inc.
buyer: SS&C Advent (ADVS:$403.28)
SS&C Advent is the leading provider of technology solutions and services for the investment management industry worldwide, including independent advisors, wealth and institutional asset managers, family offices, hedge funds, funds of funds, fund administrators, and private equity firms. "
target parent: Globacom Technologies
target: Investrack
Helpful predominantly in the investment and portfolio management function, Investrack presents an integrated and seamless solutions suite and prowess to empower banks and financial institutions to build their own customer engagement strategy.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/20/2018 via Company Press Release

Euronext N.V., acquired Commcise Software Limited

synopsis: Euronext, the leading pan-European exchange in the Eurozone, announces the acquisition of 78% of the capital of Commcise, a Software as a Service (“SaaS”) provider of award-winning research evaluation and commission management solutions for financial services firms, from its founders.
buyer: Euronext N.V. (ENXTPA:ENX:$1,091.15)
Euronext is the leading pan-European exchange in the Eurozone. Euronext operates regulated and transparent equity and derivatives markets. Its total product offering includes Equities, Exchange Traded Funds, Warrants & Certificates, Bonds, Derivatives, Commodities and Indices. "
target: Commcise Software Limited
Commcise offers a cloud-based research commission management, evaluation and accounting solution built to meet the needs of asset managers, brokers and independent research providers. Commcise is the only vendor which combines research funding, consumption and accounting into a single platform.
price ($mm)
$34*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2014 via PE Hub

Polaris Venture Partners, acquired The Roberts Group

synopsis: Polaris Partners has invested in The Roberts Group. The Roberts Group, of New York, provides market data cost and inventory management solutions to the financial services industry. They are the developer of the Financial Information Tracking System, FITS, a market data inventory management solution available to the Financial Services Industry.
buyer: Polaris Venture Partners
Polaris Venture Partners is a group of investors and technology executives with a successful track record of investing in and partnering with early-stage entrepreneurs in both information and medical technology. "
target: The Roberts Group
The Roberts Group (TRG) is the developer of the Financial Information Tracking System, FITS, the most comprehensive market data inventory management solution available to the Financial Services Industry. TRG provides market data consulting services ranging from FITS Consulting to Systems Deployment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/28/2022 via BusinessWire

Ontra, acquired FundFormer

synopsis: Ontra, the leading provider of contract automation and intelligence for the world’s most prominent asset managers, announced the acquisition of FundFormer, a top electronic subscription document provider for fund managers and their investors.
buyer: Ontra
Ontra is the global leader in Contract Automation and Intelligence for private asset management firms. The Ontra platform combines AI-enabled software with a worldwide network of highly trained lawyers to modernize recurring legal workflows. "
target: FundFormer
FundFormer is a top electronic subscription document provider for fund managers and their investors. FundFormer works with investment funds to convert their subscription documents into a digital format and guides investors through relevant parts of the documentation.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/30/2016 via BNC Analysis

Hub24 Pty. Ltd., will acquire Agility Applications

synopsis: Fast growing listed financial services technology company HUB24 is poised to acquire Agility Applications. Agility is a specialist provider of application, data exchange and technology products to the financial services industry. It covers about 40 per cent of Australia's stockbroking market.
buyer: Hub24 Pty. Ltd. (ASX:HUB:$32.55)
HUB24's award-winning investment and superannuation platform offers a comprehensive range of investment options, including superior administration, transaction and reporting solutions, for individuals, companies, trusts, associations and self-managed super funds. "
target: Agility Applications
Agility is a specialist provider of application, data exchange and technology products to the financial services industry. It covers about 40 per cent of Australia's stockbroking market.
price ($mm)
$4.71
rev ($mm)
$6
EBITDA ($mm)
EV / rev
1.9x
EV / EBITDA
closed 2/15/2022 via GlobeNewswire

RFP360, acquired InHub

synopsis: RFPIO announced that the organization completed its acquisition of InHub, a leading RFx management solution for the investment community. InHub is joining RFP360, the global business division of RFPIO dedicated to serving the emerging request management software market.
buyer parent: K1 Investment Management
buyer: RFP360
RFP360, the request management business division of RFPIO, empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. "
target: InHub
Founded in 2014, InHub offers an easier way for institutional investors, investment consultants and research teams to issue, manage, organize and evaluate RFPs and all other RFx projects.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/17/2020 via BusinessWire

PureFacts Financial Solutions Inc., acquired Quartal Financial Solutions

synopsis: PureFacts Financial Solutions, a leading WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, has acquired Quartal Financial Solutions, a market leading provider of award-winning fee and commission management, and revenue and expense lifecycle management software for the financial and insurance industry.
buyer: PureFacts Financial Solutions Inc.
PureFacts provides wealth management solutions for the financial services industry in Canada, USA, UK, and the Caribbean. PureFacts uses AI, big data, and their industry expertise to help firms realize value, increase productivity, reduce costs, and create an enhanced customer experience. "
target: Quartal Financial Solutions
Quartal Financial Solutions is a market leading provider of award-winning fee and commission management, and revenue and expense lifecycle management software for the financial and insurance industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/30/2012 via BNC Analysis

ARTS ET BIENS, acquired Prenax Global

synopsis: The owners of Prenax Global AB have sold their shares in the company to ARTS ET BIENS, an investment firm based in France founded by the Lévy family.
buyer: ARTS ET BIENS
ARTS ET BIENS is an investment company focused on Private Equity investments, with around Euro 40 millions of assets under management. "
target: Prenax Global
The Prenax Group is a global business-to-business subscription management company. It offers Prenax Online, a Web-based administrative system for renewals, claims management, management reporting, product database, cost centre management, address changes, and communication with account manager.
price ($mm)
rev ($mm)
$102
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 10/4/2010 via PR Newswire

DST OutPut, acquired Capital Fulfillment Group Inc.

synopsis: DST Output, a leading provider of print and electronic output solutions, announced that it has purchased the assets of Capital Fulfillment Group, Inc. (CFG), a marketing and technology solutions company that specializes in the development and implementation of innovative marketing, fulfillment, and compliance automation services.
buyer parent: DST Systems, Inc.
buyer: DST OutPut
DST Output, LLC provides integrated print and electronic statement and billing output solutions to many of the country's largest financial services, communications, insurance, healthcare, and utilities companies. "
target: Capital Fulfillment Group Inc.
Capital Fulfillment Group is an industry-leading marketing and technology solutions company focusing exclusively on the financial services industry. CFGweb is CFG's fully integrated marketing and sales platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/16/2020 via BNC Analysis

Etops AG, acquired Evolute

synopsis: Etops has completed a full takeover of Evolute. The two FinTech firms, which are both based in the Greater Zurich Area, now intend to accelerate the construction of an open ecosystem in the area of wealth management. Evolute is a seamlessly integrated software that covers the entire value chain of wealth management.
buyer: Etops AG
Etops was founded in 2010 and offers a broad range of solutions and services for the financial industry from data collection, refinement and aggregation to high-end operations and consulting, from complex integration projects to state-of-the-art reporting, to mobile apps and dashboards. "
target: Evolute
Evolute understands wealth management goals and processes. Evolute is a seamlessly integrated software, from client risk profiling to portfolio solutions, covering the entire value chain of wealth management. Evolute closely links advisors and clients along the way, enabled by technology.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/10/2019 via BusinessWire

BlackRock, Inc., acquired eFront

synopsis: BlackRock, a global leader in investment management, risk management and advisory services for institutional & retail clients, has completed the acquisition of eFront, the world’s leading end-to-end alternative investment management software and solutions provider, from private equity firm Bridgepoint and eFront employees.
buyer: BlackRock, Inc. (BLK:$19,374.00)
BlackRock is a global leader in investment management, risk management and advisory services for institutional & retail clients. BlackRock helps clients meet their goals with a range of products that include separate accounts, mutual funds, exchange-traded funds, & other pooled investment vehicles. "
target parent: Bridgepoint
target: eFront
eFront, founded in 1999, is based in Paris and is the leading technology provider for managing the alternatives investment lifecycle, from due diligence and portfolio planning, to performance and risk analysis, across a range of alternative asset classes.
price ($mm)
$1,300
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/5/2017 via GlobeNewswire

SEI Investments, acquired Archway Technology Partners, LLC

synopsis: SEI, a global provider of investment processing, investment management, and investment operations solutions, has acquired Archway Technology Partners, a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and fund administrators.
buyer: SEI Investments (SEIC:$1,684.06)
SEI is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. "
target: Archway Technology Partners, LLC
Archway Technology Partners is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, and private wealth advisors. They help private wealth management firms better serve their ultra-high-net-worth clients.
price ($mm)
$80
rev ($mm)
$18
EBITDA ($mm)
$4
EV / rev
4.9x
EV / EBITDA
24.4x
closed 1/28/2015 via BNC Analysis

Bridgepoint, acquired eFront SA

synopsis: eFront, the leading software provider of financial solutions for managing alternative investments, has been acquired by European private equity investor Bridgepoint. Headquartered in France, eFront provides end-to-end solutions dedicated to the financial services industry, specialising in enterprise risk management and alternative investments.
buyer: Bridgepoint (:$353.32)
Bridgepoint is one of the most experienced private equity investment firms based in Europe. With a clear, long-term focus on sectors where it can invest in robust middle market companies, it typically acquires businesses valued between €200 million and €1 billion. "
target parent: Francisco Partners Management LLC
target: eFront SA
eFront provides end-to-end solutions dedicated to the financial services industry, specialising in enterprise risk management and alternative investments. Its solutions serve some of the largest companies in the private equity, real estate investment, banking and insurance sectors.
price ($mm)
$327
rev ($mm)
$80
EBITDA ($mm)
$17
EV / rev
4.1x
EV / EBITDA
18.8x
closed 9/23/2011 via BusinessWire

Francisco Partners, acquired eFront SA

synopsis: EFR Holdings SAS, an acquisition vehicle controlled by funds affiliated with Francisco Partners, acquired a majority of the share capital and voting rights of eFront S.A., a business software solutions provider dedicated to the financial industry, listed on the Alternext Paris market of NYSE Euronext (ALEFT).
buyer: Francisco Partners
Francisco Partners is a leading global private equity firm with offices in San Francisco and London focused exclusively on investments in technology and technology-enabled services businesses. "
target: eFront SA
eFront is a software provider of solutions dedicated to the financial industry with recognized expertise in Alternative Investments and Risk Management. eFront’s solutions serve major companies in the Private Equity, Real-Estate Investment, Banking, and Insurance sectors.
price ($mm)[EV]
$42 [$28]*
rev ($mm)
$45
EBITDA ($mm)
$8
EV / rev
1.3x
EV / EBITDA
7.3x
closed 6/24/2020 via Company Press Release

Mitratech, Inc., acquired CMPG, LLC

synopsis: Mitratech, a leading provider of legal and compliance software, announced its acquisition of CMPG, LLC. Founded in 1998, CMPG is focused on providing software solutions for the financial services, healthcare, and insurance industries. 
buyer parent: TA Associates
buyer: Mitratech, Inc.
Mitratech is a proven global technology partner for corporate legal, risk, and compliance professionals, offering a proven portfolio of end-to-end solutions that spread operational best practices throughout the enterprise, standardizing processes, and accelerating time-to-value. "
target: CMPG, LLC
Founded in 1998, CMPG is focused on providing software solutions for the financial services, healthcare, and insurance industries. Its two main products are: VendorInsight®, an award-winning Vendor Risk Management (VRM) solution and Procipient, an enterprise risk management solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/30/2006 via BusinessWire

SciVantage, Inc., acquired Kenamea

synopsis: Scivantage, the premier provider of web-based, front- and middle-office brokerage products, has acquired Kenamea, the leading provider of notification management products to the brokerage industry.
buyer: SciVantage, Inc.
Scivantage is the premier provider of web-based, front- and middle-office brokerage products.Leveraging your existing back office, Scivantage’s easy and affordable platforms automate manual functions and integrate fundamental content into one fully customizable, straight-through-processed interface."
target: Kenamea
Kenamea is the leading provider of advanced web-based notification management solutions, serving the financial services industry. Kenamea provides next generation notification, business process workflow management and service-to-service communication solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/18/2022 via PR Newswire

SS&C Technologies, Inc., acquired MineralWare

synopsis: SS&C Technologies Holdings, Inc., a global provider of services and software, has acquired MineralWare, a mineral management software solution for financial institutions, foundations, high-net-worth individuals and family offices. MineralWare allows users to keep track of their assets, automate JIB statements, and manage their royalty income.
buyer: SS&C Technologies, Inc. (SSNC:$5,112.60)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target: MineralWare
MineralWare is a mineral management software solution for financial institutions, foundations, high-net-worth individuals and family offices. MineralWare is a cloud solution that allows users to keep track of all of their assets, automate JIB statements, and manage their royalty income.
price ($mm)
$18
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/11/2022 via GlobeNewswire

Onit, acquired SecureDocs

synopsis: Onit, Inc., a leading provider of enterprise workflow solutions including enterprise legal management and contract lifecycle management, announced that it has acquired SecureDocs, a global software company for contract management, virtual deal rooms and electronic signatures.
buyer: Onit
Onit is a global leader of workflow and artificial intelligence platforms and solutions for legal, compliance, sales, IT, HR and finance departments. With Onit, companies can transform best practices into smarter workflows, better processes and operational efficiencies. "
target: SecureDocs
SecureDocs is a global software company for contract management, virtual deal rooms and electronic signatures. They offer a virtual data room solution used for secure business transactions like raising venture capital, M&A, IPOs, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/27/2021 via PR Newswire

Tegus, will acquire BamSEC, Inc.

synopsis: Tegus, the leading provider of primary business and market intelligence, will acquire BamSEC, a platform that makes it easy to access and work with SEC filings and earnings transcripts. Tegus' acquisition of BamSEC represents both an entry into new data offerings and complementary enhancements to Tegus' existing business.
buyer: Tegus
Tegus is the leading provider of primary business and market intelligence for key decision makers. Tegus conducts research and collects data to provide the most comprehensive primary information platform available, enabling clients to discover answers to their most challenging questions faster. "
target: BamSEC, Inc.
BamSEC is a platform that makes it easy to access and work with SEC filings and earnings transcripts. BamSEC's products enable customers to conveniently search, access, manipulate, and pull financial data from any SEC filings and to browse and read any public company earnings call transcripts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/24/2020 via BusinessWire

iPipeline, Inc., acquired Impact Financial Systems

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, has acquired IFS (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance, and advisor transitions.
buyer parent: Roper Technologies, Inc.
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support. "
target: Impact Financial Systems
IFS is the leading provider of automation solutions for Client Onboarding, Asset Movement, Maintenance, and Advisor Transitions. The company's service request automation solutions are deployed at some of the world's largest brokerage, wealth, banking, and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/13/2019 via PR Newswire

SS&C Advent, will acquire Investrack

synopsis: SS&C Technologies announced it has entered into a definitive agreement wherein SS&C Advent will acquire the Investrack business from UAE-based Globacom Technologies. Investrack is a suite of applications aimed at banks and financial institutions to build their customer engagement strategy.
buyer parent: SS&C Technologies, Inc.
buyer: SS&C Advent (ADVS:$403.28)
SS&C Advent is the leading provider of technology solutions and services for the investment management industry worldwide, including independent advisors, wealth and institutional asset managers, family offices, hedge funds, funds of funds, fund administrators, and private equity firms. "
target parent: Globacom Technologies
target: Investrack
Helpful predominantly in the investment and portfolio management function, Investrack presents an integrated and seamless solutions suite and prowess to empower banks and financial institutions to build their own customer engagement strategy.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/20/2018 via Company Press Release

Euronext N.V., acquired Commcise Software Limited

synopsis: Euronext, the leading pan-European exchange in the Eurozone, announces the acquisition of 78% of the capital of Commcise, a Software as a Service (“SaaS”) provider of award-winning research evaluation and commission management solutions for financial services firms, from its founders.
buyer: Euronext N.V. (ENXTPA:ENX:$1,091.15)
Euronext is the leading pan-European exchange in the Eurozone. Euronext operates regulated and transparent equity and derivatives markets. Its total product offering includes Equities, Exchange Traded Funds, Warrants & Certificates, Bonds, Derivatives, Commodities and Indices. "
target: Commcise Software Limited
Commcise offers a cloud-based research commission management, evaluation and accounting solution built to meet the needs of asset managers, brokers and independent research providers. Commcise is the only vendor which combines research funding, consumption and accounting into a single platform.
price ($mm)
$34*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

By TRG Screen


read more

Jordan & Jordan

Market Data Insights LLC

Axon Financial Systems

Screen Group

Priory Solutions

The Roberts Group

read more

The Roberts Group

FundFormer

Agility Applications

InHub

Quartal Financial Solutions

Prenax Global

Capital Fulfillment Group Inc.

Evolute

eFront

Archway Technology Partners, LLC

eFront SA

eFront SA

CMPG, LLC

Kenamea

MineralWare

SecureDocs

BamSEC, Inc.

Impact Financial Systems

Investrack

Commcise Software Limited

read more

The Roberts Group

FundFormer

Agility Applications

InHub

Quartal Financial Solutions

Prenax Global

Capital Fulfillment Group Inc.

Evolute

eFront

Archway Technology Partners, LLC

eFront SA

eFront SA

CMPG, LLC

Kenamea

MineralWare

SecureDocs

BamSEC, Inc.

Impact Financial Systems

Investrack

Commcise Software Limited

Geography
Matching Companies
Ticker: ASX:TDY
 
 
 
 
 
 
 
 
thedocyard
thedocyard
thedocyard is a global leader in end-to-end transaction management solutions. thedocyard offers a cloud-based deal management platform that can manage the entire lifecycle of any corporate or commercial transaction. The platform enables advisers to run and execute every stage of a deal in one place.
year
2020
rev ($mm)
$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
  • drill down
  • watch
Ticker: ASX:HUB
 
 
 
 
 
 
 
 
Hub24 Pty. Ltd.
Hub24 Pty. Ltd.
HUB24's award-winning investment and superannuation platform offers a comprehensive range of investment options, including superior administration, transaction and reporting solutions, for individuals, companies, trusts, associations and self-managed super funds.
year
2016
rev ($mm)
$32.55
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:TDY
 
 
 
 
 
 
 
 
thedocyard
thedocyard
thedocyard is a global leader in end-to-end transaction management solutions. thedocyard offers a cloud-based deal management platform that can manage the entire lifecycle of any corporate or commercial transaction. The platform enables advisers to run and execute every stage of a deal in one place.
year
2020
rev ($mm)
$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
  • drill down
  • watch
Ticker: ASX:HUB
 
 
 
 
 
 
 
 
Hub24 Pty. Ltd.
Hub24 Pty. Ltd.
HUB24's award-winning investment and superannuation platform offers a comprehensive range of investment options, including superior administration, transaction and reporting solutions, for individuals, companies, trusts, associations and self-managed super funds.
year
2016
rev ($mm)
$32.55
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch