By Financial Research Associates, LLC

closed 7/7/2015 via BNC Analysis

Wilmington plc, acquired Financial Research Associates, LLC

See 257 Comparable Transactions
synopsis: Wilmington plc, the knowledge leader in Risk & Compliance, Finance, Legal, and Insight, announces the acquisition of the trading assets and assumption of certain liabilities of Financial Research Associates LLC, a leading US conference and networking provider of specialist events in healthcare and finance.
buyer: Wilmington plc (LSE:WIL:$162.62)
Wilmington plc is a dynamic and expanding group of companies providing information and training to professional business markets. Its businesses enable professionals and their organisations to perform better by providing quality, relevant and reliable information, education and knowledge. "
 target: Financial Research Associates, LLC
Financial Research Associates provides retail and institutional financial markets with crucial educational and networking opportunities. With 65+ years of conference experience, FRA has established itself as the leading provider of substantive, topical information for C-suite financial executives.
price ($mm)
$16
rev ($mm)
$11
EBITDA ($mm)
EV / rev
2.0x
EV / EBITDA
closed 4/8/2019 via PE Hub

PEI Media, acquired Buyouts Insider

See 64 Comparable Transactions
synopsis: PEI Media Group, a global alternative assets information group, has acquired Buyouts Insider from Simplify Compliance, a provider of learning, events, and information solutions. Buyouts Insider is a collection of brands serving the private capital industry. Buyouts Insider offers digital news, data products, conferences and print publications.
buyer parent: Bridgepoint
buyer: PEI Media
PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment. Its products and services sit at the heart of the fast-growing markets of private equity, real estate, infrastructure and private debt. "
 target parent: Leeds Equity Partners
target: Buyouts Insider
Buyouts Insider houses a collection of highly regarded brands serving the private capital industry. Buyouts Insider offers digital news, industry intelligence, data products, conferences and print publications. Their brands include PEHub Network, Buyouts, Venture Capital Journal, and more.
price ($mm)
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closed 2/13/2019 via BusinessWire

TABB Group, acquired Securities Operations Forum

See 230 Comparable Transactions
synopsis: TABB Group announced the acquisition of Securities Operations Forum from The Summit Group. Securities Operations Forum provides training courses, workshops, conferences, news and research to banks, broker/dealers, insurance companies, vendors, regulatory agencies and industry associations.
buyer: TABB Group
TABB Group is a financial markets research and strategic advisory firm focused on capital markets. TABB Group analyzes and quantifies the investing value chain from the fiduciary, investment manager, broker, exchange and custodian, as well as the operations that support them. "
 target parent: The Summit Group
target: Securities Operations Forum
As an information center for operations professionals in the financial services industry, Securities Operations Forum provides training courses, workshops, conferences, news and research to banks, broker/dealers, insurance companies, vendors, regulatory agencies and industry associations.
price ($mm)
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closed 5/3/2018 via Company Press Release

Gellify Srl, acquired FinTechStage

See 8 Comparable Transactions
synopsis: Gellify, a company in Italy that invests in digital B2B software companies, has acquired a majority stake in FinTechStage, an Italy-based events company that organizes and manages FinTech conferences. FinTechStage's events connect industry experts with financial services communities to challenge and solve important issues related to FinTech.
buyer: Gellify Srl
Gellify is a company in Italy that invests in digital B2B software companies to help them grow into profitable businesses. Gellify supports the companies they have invested in by providing them with corporate innovation programs, technology and domain experts, and management training. "
 target: FinTechStage
FinTechStage is an Italy-based events company that organizes and manages FinTech conferences. Their events connect global industry experts with local financial services communities to explore, challenge and solve important issues related to FinTech, RegTech, InsurTech, AI, and Financial Inclusion.
price ($mm)
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announced 12/15/2017 via Reuters

Casta Diva Group, will acquire Monaco Growth Forums Ltd.

See 164 Comparable Transactions
synopsis: Casta Diva Group, a multinational active in the communication sector, producing branded content, viral videos, digital content, films and corporate events, will acquire Monaco Growth Forums, an exclusive, invitation-only conference highlighting growth companies seeking capital and/or greater exposure.
buyer: Casta Diva Group (BIT:CDG:$0.00)
Casta Diva Group is a multinational active in the communication sector, producing branded content, viral videos, digital content, films and corporate events. The Group is the world’s most extensive network of advertising film and event production. "
 target: Monaco Growth Forums Ltd.
Monaco Growth Forums is an invitation-only conference highlighting growth companies seeking capital and/or greater exposure. They select companies seeking international investor exposure to present and then socialize with fund managers, private asset managers, and high net worth individuals.
price ($mm)
$2.00
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/7/2015 via BNC Analysis

Wilmington plc, acquired Financial Research Associates, LLC

See 257 Comparable Transactions
synopsis: Wilmington plc, the knowledge leader in Risk & Compliance, Finance, Legal, and Insight, announces the acquisition of the trading assets and assumption of certain liabilities of Financial Research Associates LLC, a leading US conference and networking provider of specialist events in healthcare and finance.
buyer: Wilmington plc (LSE:WIL:$162.62)
Wilmington plc is a dynamic and expanding group of companies providing information and training to professional business markets. Its businesses enable professionals and their organisations to perform better by providing quality, relevant and reliable information, education and knowledge. "
 target: Financial Research Associates, LLC
Financial Research Associates provides retail and institutional financial markets with crucial educational and networking opportunities. With 65+ years of conference experience, FRA has established itself as the leading provider of substantive, topical information for C-suite financial executives.
price ($mm)
$16
rev ($mm)
$11
EBITDA ($mm)
EV / rev
2.0x
EV / EBITDA
closed 11/5/2014 via PE Hub

UCG, acquired Buyouts Insider

See 64 Comparable Transactions
synopsis: The PE/VC media assets previously owned by Thomson Reuters have been sold to UCG. The sale was for the collection of publications and conferences including titles such as PEHUB.com and PEHUB Wire, PEHUB Canada, Buyouts and VCJ magazines, Pratt’s Guide, and the PartnerConnect series of events. The group will be known as Buyouts Insider.
buyer: UCG
UCG is a leading provider of specialized financial and business information. Its portfolio is composed of companies serving the information and software needs of decision makers in health care, oil and energy, high technology, telecommunications, banking and finance, and the mortgage industry. "
 target parent: Thomson Reuters
target: Buyouts Insider
Buyouts Insider is comprised of PEHUB.com and PEHUB Wire, PEHUB Canada, Buyouts and VCJ magazines, Pratt’s Guide, and the PartnerConnect series of events among others.
price ($mm)
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closed 9/19/2019 via BNC Analysis

Contex Group, purchased Les Affaires, Contech and Benefits Canada from TC Transcontinental

See 107 Comparable Transactions
synopsis: Contex Group, a Canadian events first media company, acquired 3 specialty brands from TC Transcontinental, a Canadian printing group. The brands include Les Affaires, a producer of business conferences and newspapers, Contech, a producer of construction trade shows, and Benefits Canada, a producer of pension and benefits conferences and magazines.
buyer: Contex Group
Contex Group is a Canadian events first media company that produces conferences, trade shows and training programs – propelled by powerful publications and websites. It offers quality content across its platforms, and is driven by event activities which represent its core growth area. "
 seller: TC Transcontinental (TSX:TCL.A:$2,325.88)
Les Affaires produces business conferences and a business newspaper. Contech produces construction trade shows. Benefits Canada produces conferences and magazines for the pension and benefits industry. All 3 brands belong to TC Transcontinental, Canada’s largest printing and publishing group.
price ($mm)
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announced 6/8/2018 via Company Press Release

Bridgepoint, will acquire PEI Media

See 242 Comparable Transactions
synopsis: Bridgepoint, an international private equity group, will acquire a majority stake in PEI Media, the global provider of insight, market-data and business conferences for professionals active in alternative asset class investment. PEI also publishes a portfolio of websites and associated magazines to deliver both breaking news and in-depth analysis.
buyer: Bridgepoint
Bridgepoint is an international private equity group focused on acquiring middle market companies in attractive markets with the potential to grow organically or through acquisition. it focuses on acquiring well managed companies in sectors with the potential to grow through acquisition. "
 target: PEI Media
PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment. Its products and services sit at the heart of the fast-growing markets of private equity, real estate, infrastructure and private debt.
price ($mm)
rev ($mm)
$43
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 9/30/2015 via Company Press Release

LDC Limited, acquired PEI Media

See 247 Comparable Transactions
synopsis: LDC has backed the management buyout of PEI Media Group Ltd (“PEI”), one of the world’s leading alternative assets information groups. PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment.
buyer parent: Lloyds Banking Group
buyer: LDC Limited
Established in 1981 LDC (Lloyds Development Capital) is a leading player in the UK private equity mid-market and supports management buy-outs, institutional buy-outs and development capital (replacement, expansion and acquisition) transactions. "
 target: PEI Media
PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment. Its products and services sit at the heart of the fast-growing markets of private equity, real estate, infrastructure and private debt.
price ($mm)
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closed 4/1/2014 via BNC Analysis

Cirrus Media, acquired FST Media Pty. Ltd.

See 7 Comparable Transactions
synopsis: Australia’s largest B2B publisher, Cirrus Media (formerly Reed Business Information), has acquired FST Media – the Asia Pacific’s leading producer of technology conferences and specialist publications for the banking and financial services sector.
buyer parent: Catalyst Investment Managers Pty
buyer: Cirrus Media
Cirrus Media operates across 13 verticals – publishing 24 print titles, 100 associated websites and 90 email newsletters, as well as running 55 industry events. They distribute content via their media and leading magazine brands, and promote content at their regular industry events and conferences. "
 target: FST Media Pty. Ltd.
FST Media produces the most successful technology conferences, roundtables and specialist publications for the banking, insurance and wealth management sectors across the Asia Pacific region.
price ($mm)
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announced 10/25/2012 via BNC Analysis

Asset International, Inc., will acquire 529 Conference and Boot Camp

See 1 Comparable Transactions
synopsis: Asset International Inc. agreed to acquire Savingforcollege.com’s 529 Conference and Boot Camp. The annual 529 Conference and Boot Camp, a 529 college savings industry event, is designed for professionals involved in the space, including state agencies, 529 program managers, industry regulators, investment advisers and asset managers.
buyer parent: Austin Ventures, L.P.
buyer: Asset International, Inc.
Asset International, Inc. is a privately-held publisher and information provider to global pension funds, asset managers, financial advisers, banking service providers, and other financial institutions in the private and public sector. "
 target parent: Bizplancompetitions.com
target: 529 Conference and Boot Camp
The annual 529 Conference and Boot Camp, a 529 college savings industry event, is designed for professionals involved in the space, including state agencies, 529 program managers, industry regulators, investment advisers and asset managers.
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closed 1/31/2006 via Company Press Release

Beringea Private Equity, Matrix Private Equity Partners, acquired Campden Publishing Limited

See 11 Comparable Transactions
synopsis: Campden Publishing Limited ["Campden"] has been sold by private investors, including its founders to its management team in a £6 million Management Buy Out. Campden is a leading advertising-funded B2B publishing and events business operating in the healthcare and private wealth management markets.
buyer: Matrix Private Equity Partners
buyer: Beringea Private Equity
Matrix Private Equity Partmers is a leading VCT Manager in the UK, advising £120 million VCT Funds under Management across five Income & Growth VCTs. Its MBO focus and success was recognised at the recent British Private Equity Awards 2008, where MPEP won the award for “VCT Manager of the Year”. "
 target: Campden Publishing Limited
Campden Publishing specialise in providing essential information in two core markets – financial and healthcare, via the combined media of print, electronic publications, conferences and exhibitions.
price ($mm)
$9.62
rev ($mm)
$10
EBITDA ($mm)
EV / rev
1.0x
EV / EBITDA
closed 1/16/2019 via PR Newswire

OTC Markets Group, acquired Virtual Investor Conferences.com

See 2 Comparable Transactions
synopsis: OTC Markets Group, operator of financial markets for 10,000 U.S. and global securities, has acquired Virtual Investor Conferences.com (VIC) from PR Newswire, the premier global provider of multimedia platforms. VIC is an online investor conference series that directly connects investors, advisors and analysts with executives at public companies.
buyer: OTC Markets Group (OTCPK:OTCM:$55.05)
OTC Markets Group's Open, Transparent and Connected financial marketplaces provide investors with the information necessary to intelligently analyze, value and trade 10,000 U.S. and global securities through the broker of their choice. "
 target parent: GTCR, LLC
target: Virtual Investor Conferences.com
Virtual Investor Conferences.com (VIC) is an online investor conference series that directly connects investors, advisors and analysts with senior executives at public companies. VIC introduces public companies to tens of thousands of active and engaged investors month after month.
price ($mm)
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closed 11/20/2017 via BNC Analysis

MBN Events, acquired UK Investor Show Ltd.

See 105 Comparable Transactions
synopsis: MBN Events, via their subsidiary Premier Team Promotions, acquired UK Investor Show Ltd. UK Investor Show is the UK’s top one day event for private investors serious about making money from shares. They regularly showcase the very best speakers in the investment business, including Nigel Wray, Tom Winnifrith, Mark Slater, Paul Scott and more.
buyer: MBN Events
Based in the United Kingdom, MBN Events and their subsidiary Premier Team Promotions organize conferences, events and sporting dinners. MBN is the largest provider of sporting lunches and dinners in the UK. They have direct access to over 500 sporting celebrities, speakers, comedians and hosts. "
 target: UK Investor Show Ltd.
UK Investor Show is recognized as the UK’s top one day event for private investors serious about making money from shares. They regularly showcase the very best speakers in the investment business, including Nigel Wray, Tom Winnifrith, Mark Slater, Paul Scott and more.
price ($mm)
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closed 1/14/2016 via PR Newswire

Pension & Investments, acquired WorldPensionSummit

See 3 Comparable Transactions
synopsis: Pensions & Investments, a publication and global media source for institutional investors, announced the acquisition of the WorldPensionSummit and WorldPensionSummit Africa Special. WorldPensionSummits are platforms for global retirement industry professionals, thought leaders, etc. to address critical pension and investment issues.
buyer parent: Crain Communications, Inc.
buyer: Pension & Investments
Pensions & Investments, the international newspaper of money management, is read by pension fund executives and other institutional investors, money managers, pension and investment consultants and other leaders in the world of institutional investing. "
 target: WorldPensionSummit
The WorldPensionSummits are platforms for global retirement industry professionals, thought leaders, policy makers, academics, and global asset management firms to address critical pension and investment issues facing the world's developed and developing nations.
price ($mm)
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closed 2/1/2011 via PR Newswire

Campden Media, acquired The Institute for Private Investors

See 18 Comparable Transactions
synopsis: Campden Media, which serves ultra-affluent business-owning and financial families worldwide, announced that it has acquired the Institute for Private Investors (IPI), one of the first and premier firms providing services to ultra high-net-worth individuals and private investors in the United States.
buyer parent: Matrix Private Equity Partners
buyer: Campden Media
Campden Media, founded in 1987, provides education, news, research, conferences and other networking opportunities to principals of ultra high-net-worth financial and business-owning families, the family office executives and trusted advisors who serve them. "
 target: The Institute for Private Investors
The Institute for Private Investors (IPI) is a trusted provider of educational and networking resources for ultra high-net-worth investors. Founded in 1991, IPI provides a safe haven for investors to communicate with each other, and their advisors, about their wealth management approach.
price ($mm)
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closed 3/26/2009 via BusinessWire

Money Show, purchased Two Investor Conferences from Diversified Business Communications

See 105 Comparable Transactions
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)
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closed 9/3/2003 via

See Comparable Transactions
synopsis: Dow Jones & Company (NYSE: DJ), publisher of the world's most vital business and financial news, announced today it has acquired Technologic Partners, a closely held publications and events firm for the venture capital and technology industries.
buyer: Dow Jones & Company, Inc. (:$1,769.69)
Dow Jones & Company is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review. "
 target:
price ($mm)
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closed 6/26/2018 via GlobeNewswire

The Canadian Institute of Financial Planning, acquired Canadian Hedge Watch Inc.

See 22 Comparable Transactions
synopsis: The Canadian Institute of Financial Planning (CIFP), a leading financial services educator, announced that they have required all outstanding common shares and controlling interest in Canadian Hedge Watch Inc. (CHW), a market leader in financial education conferences.
buyer: The Canadian Institute of Financial Planning
The Canadian Institute of Financial Planning (CIFP) provides education courses and training for financial planners to obtain the CFP designation and its own designation – The Registered Retirement Consultant which focuses on retirement, lifestyle, and wealth transfer planning needs of Canadians. "
 target: Canadian Hedge Watch Inc.
Canadian Hedge Watch Inc. (CHW), also operating as Radius Financial Education, is located in Toronto and provides a wide range of conferences in the areas of alternative investment products, exchange traded funds and pensions. CHW also provides data services and education courses to its clients.
price ($mm)
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announced 9/28/2012 via Company Press Release

Sterling Publishing Pty Ltd, will purchase Australasia trade publishing assets from Morningstar, Inc.

See 125 Comparable Transactions
synopsis: Sterling Publishing Pty Ltd and Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc., a leading provider of independent investment research, announced that they have entered into an agreement for Sterling to acquire Morningstar's Australian financial services trade publishing business.
buyer parent: Momentum Media Pty Ltd
buyer: Sterling Publishing Pty Ltd
Sterling Publishing is a growing media company and the publishing arm of the BRW Fast 100-ranked Momentum Media. They focus on specialist vertical markets including the mortgage, finance, real estate and property sectors. "
 seller: Morningstar, Inc. (MORN:$1,109.30)
Morningstar's Australasian online and print titles include InvestorDaily, IFA (Independent Financial Adviser) – incorporating SMSF – and Investor Weekly; and events for the financial sector including Wraps, Platforms & Masterfunds Conference and the Self-Managed Superannuation Fund Strategy Day.
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Pages:  
closed 4/8/2019 via PE Hub

PEI Media, acquired Buyouts Insider

See 64 Comparable Transactions
synopsis: PEI Media Group, a global alternative assets information group, has acquired Buyouts Insider from Simplify Compliance, a provider of learning, events, and information solutions. Buyouts Insider is a collection of brands serving the private capital industry. Buyouts Insider offers digital news, data products, conferences and print publications.
buyer parent: Bridgepoint
buyer: PEI Media
PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment. Its products and services sit at the heart of the fast-growing markets of private equity, real estate, infrastructure and private debt. "
 target parent: Leeds Equity Partners
target: Buyouts Insider
Buyouts Insider houses a collection of highly regarded brands serving the private capital industry. Buyouts Insider offers digital news, industry intelligence, data products, conferences and print publications. Their brands include PEHub Network, Buyouts, Venture Capital Journal, and more.
price ($mm)
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closed 2/13/2019 via BusinessWire

TABB Group, acquired Securities Operations Forum

See 230 Comparable Transactions
synopsis: TABB Group announced the acquisition of Securities Operations Forum from The Summit Group. Securities Operations Forum provides training courses, workshops, conferences, news and research to banks, broker/dealers, insurance companies, vendors, regulatory agencies and industry associations.
buyer: TABB Group
TABB Group is a financial markets research and strategic advisory firm focused on capital markets. TABB Group analyzes and quantifies the investing value chain from the fiduciary, investment manager, broker, exchange and custodian, as well as the operations that support them. "
 target parent: The Summit Group
target: Securities Operations Forum
As an information center for operations professionals in the financial services industry, Securities Operations Forum provides training courses, workshops, conferences, news and research to banks, broker/dealers, insurance companies, vendors, regulatory agencies and industry associations.
price ($mm)
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closed 5/3/2018 via Company Press Release

Gellify Srl, acquired FinTechStage

See 8 Comparable Transactions
synopsis: Gellify, a company in Italy that invests in digital B2B software companies, has acquired a majority stake in FinTechStage, an Italy-based events company that organizes and manages FinTech conferences. FinTechStage's events connect industry experts with financial services communities to challenge and solve important issues related to FinTech.
buyer: Gellify Srl
Gellify is a company in Italy that invests in digital B2B software companies to help them grow into profitable businesses. Gellify supports the companies they have invested in by providing them with corporate innovation programs, technology and domain experts, and management training. "
 target: FinTechStage
FinTechStage is an Italy-based events company that organizes and manages FinTech conferences. Their events connect global industry experts with local financial services communities to explore, challenge and solve important issues related to FinTech, RegTech, InsurTech, AI, and Financial Inclusion.
price ($mm)
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announced 12/15/2017 via Reuters

Casta Diva Group, will acquire Monaco Growth Forums Ltd.

See 164 Comparable Transactions
synopsis: Casta Diva Group, a multinational active in the communication sector, producing branded content, viral videos, digital content, films and corporate events, will acquire Monaco Growth Forums, an exclusive, invitation-only conference highlighting growth companies seeking capital and/or greater exposure.
buyer: Casta Diva Group (BIT:CDG:$0.00)
Casta Diva Group is a multinational active in the communication sector, producing branded content, viral videos, digital content, films and corporate events. The Group is the world’s most extensive network of advertising film and event production. "
 target: Monaco Growth Forums Ltd.
Monaco Growth Forums is an invitation-only conference highlighting growth companies seeking capital and/or greater exposure. They select companies seeking international investor exposure to present and then socialize with fund managers, private asset managers, and high net worth individuals.
price ($mm)
$2.00
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/7/2015 via BNC Analysis

Wilmington plc, acquired Financial Research Associates, LLC

See 257 Comparable Transactions
synopsis: Wilmington plc, the knowledge leader in Risk & Compliance, Finance, Legal, and Insight, announces the acquisition of the trading assets and assumption of certain liabilities of Financial Research Associates LLC, a leading US conference and networking provider of specialist events in healthcare and finance.
buyer: Wilmington plc (LSE:WIL:$162.62)
Wilmington plc is a dynamic and expanding group of companies providing information and training to professional business markets. Its businesses enable professionals and their organisations to perform better by providing quality, relevant and reliable information, education and knowledge. "
 target: Financial Research Associates, LLC
Financial Research Associates provides retail and institutional financial markets with crucial educational and networking opportunities. With 65+ years of conference experience, FRA has established itself as the leading provider of substantive, topical information for C-suite financial executives.
price ($mm)
$16
rev ($mm)
$11
EBITDA ($mm)
EV / rev
2.0x
EV / EBITDA
closed 11/5/2014 via PE Hub

UCG, acquired Buyouts Insider

See 64 Comparable Transactions
synopsis: The PE/VC media assets previously owned by Thomson Reuters have been sold to UCG. The sale was for the collection of publications and conferences including titles such as PEHUB.com and PEHUB Wire, PEHUB Canada, Buyouts and VCJ magazines, Pratt’s Guide, and the PartnerConnect series of events. The group will be known as Buyouts Insider.
buyer: UCG
UCG is a leading provider of specialized financial and business information. Its portfolio is composed of companies serving the information and software needs of decision makers in health care, oil and energy, high technology, telecommunications, banking and finance, and the mortgage industry. "
 target parent: Thomson Reuters
target: Buyouts Insider
Buyouts Insider is comprised of PEHUB.com and PEHUB Wire, PEHUB Canada, Buyouts and VCJ magazines, Pratt’s Guide, and the PartnerConnect series of events among others.
price ($mm)
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closed 9/19/2019 via BNC Analysis

Contex Group, purchased Les Affaires, Contech and Benefits Canada from TC Transcontinental

See 107 Comparable Transactions
synopsis: Contex Group, a Canadian events first media company, acquired 3 specialty brands from TC Transcontinental, a Canadian printing group. The brands include Les Affaires, a producer of business conferences and newspapers, Contech, a producer of construction trade shows, and Benefits Canada, a producer of pension and benefits conferences and magazines.
buyer: Contex Group
Contex Group is a Canadian events first media company that produces conferences, trade shows and training programs – propelled by powerful publications and websites. It offers quality content across its platforms, and is driven by event activities which represent its core growth area. "
 seller: TC Transcontinental (TSX:TCL.A:$2,325.88)
Les Affaires produces business conferences and a business newspaper. Contech produces construction trade shows. Benefits Canada produces conferences and magazines for the pension and benefits industry. All 3 brands belong to TC Transcontinental, Canada’s largest printing and publishing group.
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announced 6/8/2018 via Company Press Release

Bridgepoint, will acquire PEI Media

See 242 Comparable Transactions
synopsis: Bridgepoint, an international private equity group, will acquire a majority stake in PEI Media, the global provider of insight, market-data and business conferences for professionals active in alternative asset class investment. PEI also publishes a portfolio of websites and associated magazines to deliver both breaking news and in-depth analysis.
buyer: Bridgepoint
Bridgepoint is an international private equity group focused on acquiring middle market companies in attractive markets with the potential to grow organically or through acquisition. it focuses on acquiring well managed companies in sectors with the potential to grow through acquisition. "
 target: PEI Media
PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment. Its products and services sit at the heart of the fast-growing markets of private equity, real estate, infrastructure and private debt.
price ($mm)
rev ($mm)
$43
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 9/30/2015 via Company Press Release

LDC Limited, acquired PEI Media

See 247 Comparable Transactions
synopsis: LDC has backed the management buyout of PEI Media Group Ltd (“PEI”), one of the world’s leading alternative assets information groups. PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment.
buyer parent: Lloyds Banking Group
buyer: LDC Limited
Established in 1981 LDC (Lloyds Development Capital) is a leading player in the UK private equity mid-market and supports management buy-outs, institutional buy-outs and development capital (replacement, expansion and acquisition) transactions. "
 target: PEI Media
PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment. Its products and services sit at the heart of the fast-growing markets of private equity, real estate, infrastructure and private debt.
price ($mm)
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closed 4/1/2014 via BNC Analysis

Cirrus Media, acquired FST Media Pty. Ltd.

See 7 Comparable Transactions
synopsis: Australia’s largest B2B publisher, Cirrus Media (formerly Reed Business Information), has acquired FST Media – the Asia Pacific’s leading producer of technology conferences and specialist publications for the banking and financial services sector.
buyer parent: Catalyst Investment Managers Pty
buyer: Cirrus Media
Cirrus Media operates across 13 verticals – publishing 24 print titles, 100 associated websites and 90 email newsletters, as well as running 55 industry events. They distribute content via their media and leading magazine brands, and promote content at their regular industry events and conferences. "
 target: FST Media Pty. Ltd.
FST Media produces the most successful technology conferences, roundtables and specialist publications for the banking, insurance and wealth management sectors across the Asia Pacific region.
price ($mm)
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announced 10/25/2012 via BNC Analysis

Asset International, Inc., will acquire 529 Conference and Boot Camp

See 1 Comparable Transactions
synopsis: Asset International Inc. agreed to acquire Savingforcollege.com’s 529 Conference and Boot Camp. The annual 529 Conference and Boot Camp, a 529 college savings industry event, is designed for professionals involved in the space, including state agencies, 529 program managers, industry regulators, investment advisers and asset managers.
buyer parent: Austin Ventures, L.P.
buyer: Asset International, Inc.
Asset International, Inc. is a privately-held publisher and information provider to global pension funds, asset managers, financial advisers, banking service providers, and other financial institutions in the private and public sector. "
 target parent: Bizplancompetitions.com
target: 529 Conference and Boot Camp
The annual 529 Conference and Boot Camp, a 529 college savings industry event, is designed for professionals involved in the space, including state agencies, 529 program managers, industry regulators, investment advisers and asset managers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/31/2006 via Company Press Release

Beringea Private Equity, Matrix Private Equity Partners, acquired Campden Publishing Limited

See 11 Comparable Transactions
synopsis: Campden Publishing Limited ["Campden"] has been sold by private investors, including its founders to its management team in a £6 million Management Buy Out. Campden is a leading advertising-funded B2B publishing and events business operating in the healthcare and private wealth management markets.
buyer: Matrix Private Equity Partners
buyer: Beringea Private Equity
Matrix Private Equity Partmers is a leading VCT Manager in the UK, advising £120 million VCT Funds under Management across five Income & Growth VCTs. Its MBO focus and success was recognised at the recent British Private Equity Awards 2008, where MPEP won the award for “VCT Manager of the Year”. "
 target: Campden Publishing Limited
Campden Publishing specialise in providing essential information in two core markets – financial and healthcare, via the combined media of print, electronic publications, conferences and exhibitions.
price ($mm)
$9.62
rev ($mm)
$10
EBITDA ($mm)
EV / rev
1.0x
EV / EBITDA
closed 1/16/2019 via PR Newswire

OTC Markets Group, acquired Virtual Investor Conferences.com

See 2 Comparable Transactions
synopsis: OTC Markets Group, operator of financial markets for 10,000 U.S. and global securities, has acquired Virtual Investor Conferences.com (VIC) from PR Newswire, the premier global provider of multimedia platforms. VIC is an online investor conference series that directly connects investors, advisors and analysts with executives at public companies.
buyer: OTC Markets Group (OTCPK:OTCM:$55.05)
OTC Markets Group's Open, Transparent and Connected financial marketplaces provide investors with the information necessary to intelligently analyze, value and trade 10,000 U.S. and global securities through the broker of their choice. "
 target parent: GTCR, LLC
target: Virtual Investor Conferences.com
Virtual Investor Conferences.com (VIC) is an online investor conference series that directly connects investors, advisors and analysts with senior executives at public companies. VIC introduces public companies to tens of thousands of active and engaged investors month after month.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/20/2017 via BNC Analysis

MBN Events, acquired UK Investor Show Ltd.

See 105 Comparable Transactions
synopsis: MBN Events, via their subsidiary Premier Team Promotions, acquired UK Investor Show Ltd. UK Investor Show is the UK’s top one day event for private investors serious about making money from shares. They regularly showcase the very best speakers in the investment business, including Nigel Wray, Tom Winnifrith, Mark Slater, Paul Scott and more.
buyer: MBN Events
Based in the United Kingdom, MBN Events and their subsidiary Premier Team Promotions organize conferences, events and sporting dinners. MBN is the largest provider of sporting lunches and dinners in the UK. They have direct access to over 500 sporting celebrities, speakers, comedians and hosts. "
 target: UK Investor Show Ltd.
UK Investor Show is recognized as the UK’s top one day event for private investors serious about making money from shares. They regularly showcase the very best speakers in the investment business, including Nigel Wray, Tom Winnifrith, Mark Slater, Paul Scott and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/14/2016 via PR Newswire

Pension & Investments, acquired WorldPensionSummit

See 3 Comparable Transactions
synopsis: Pensions & Investments, a publication and global media source for institutional investors, announced the acquisition of the WorldPensionSummit and WorldPensionSummit Africa Special. WorldPensionSummits are platforms for global retirement industry professionals, thought leaders, etc. to address critical pension and investment issues.
buyer parent: Crain Communications, Inc.
buyer: Pension & Investments
Pensions & Investments, the international newspaper of money management, is read by pension fund executives and other institutional investors, money managers, pension and investment consultants and other leaders in the world of institutional investing. "
 target: WorldPensionSummit
The WorldPensionSummits are platforms for global retirement industry professionals, thought leaders, policy makers, academics, and global asset management firms to address critical pension and investment issues facing the world's developed and developing nations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/1/2011 via PR Newswire

Campden Media, acquired The Institute for Private Investors

See 18 Comparable Transactions
synopsis: Campden Media, which serves ultra-affluent business-owning and financial families worldwide, announced that it has acquired the Institute for Private Investors (IPI), one of the first and premier firms providing services to ultra high-net-worth individuals and private investors in the United States.
buyer parent: Matrix Private Equity Partners
buyer: Campden Media
Campden Media, founded in 1987, provides education, news, research, conferences and other networking opportunities to principals of ultra high-net-worth financial and business-owning families, the family office executives and trusted advisors who serve them. "
 target: The Institute for Private Investors
The Institute for Private Investors (IPI) is a trusted provider of educational and networking resources for ultra high-net-worth investors. Founded in 1991, IPI provides a safe haven for investors to communicate with each other, and their advisors, about their wealth management approach.
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

See 105 Comparable Transactions
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
closed 9/3/2003 via

See Comparable Transactions
synopsis: Dow Jones & Company (NYSE: DJ), publisher of the world's most vital business and financial news, announced today it has acquired Technologic Partners, a closely held publications and events firm for the venture capital and technology industries.
buyer: Dow Jones & Company, Inc. (:$1,769.69)
Dow Jones & Company is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review. "
 target:
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/26/2018 via GlobeNewswire

The Canadian Institute of Financial Planning, acquired Canadian Hedge Watch Inc.

See 22 Comparable Transactions
synopsis: The Canadian Institute of Financial Planning (CIFP), a leading financial services educator, announced that they have required all outstanding common shares and controlling interest in Canadian Hedge Watch Inc. (CHW), a market leader in financial education conferences.
buyer: The Canadian Institute of Financial Planning
The Canadian Institute of Financial Planning (CIFP) provides education courses and training for financial planners to obtain the CFP designation and its own designation – The Registered Retirement Consultant which focuses on retirement, lifestyle, and wealth transfer planning needs of Canadians. "
 target: Canadian Hedge Watch Inc.
Canadian Hedge Watch Inc. (CHW), also operating as Radius Financial Education, is located in Toronto and provides a wide range of conferences in the areas of alternative investment products, exchange traded funds and pensions. CHW also provides data services and education courses to its clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/28/2012 via Company Press Release

Sterling Publishing Pty Ltd, will purchase Australasia trade publishing assets from Morningstar, Inc.

See 125 Comparable Transactions
synopsis: Sterling Publishing Pty Ltd and Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc., a leading provider of independent investment research, announced that they have entered into an agreement for Sterling to acquire Morningstar's Australian financial services trade publishing business.
buyer parent: Momentum Media Pty Ltd
buyer: Sterling Publishing Pty Ltd
Sterling Publishing is a growing media company and the publishing arm of the BRW Fast 100-ranked Momentum Media. They focus on specialist vertical markets including the mortgage, finance, real estate and property sectors. "
 seller: Morningstar, Inc. (MORN:$1,109.30)
Morningstar's Australasian online and print titles include InvestorDaily, IFA (Independent Financial Adviser) – incorporating SMSF – and Investor Weekly; and events for the financial sector including Wraps, Platforms & Masterfunds Conference and the Self-Managed Superannuation Fund Strategy Day.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  

By Financial Research Associates, LLC


read more

Financial Research Associates, LLC

read more

Buyouts Insider

Securities Operations Forum

FinTechStage

Monaco Growth Forums Ltd.

Financial Research Associates, LLC

Buyouts Insider

TC Transcontinental

PEI Media

PEI Media

FST Media Pty. Ltd.

529 Conference and Boot Camp

Campden Publishing Limited

Virtual Investor Conferences.com

UK Investor Show Ltd.

WorldPensionSummit

The Institute for Private Investors

Diversified Business Communications

Canadian Hedge Watch Inc.

Morningstar, Inc.

Pages:  
read more

Buyouts Insider

Securities Operations Forum

FinTechStage

Monaco Growth Forums Ltd.

Financial Research Associates, LLC

Buyouts Insider

TC Transcontinental

PEI Media

PEI Media

FST Media Pty. Ltd.

529 Conference and Boot Camp

Campden Publishing Limited

Virtual Investor Conferences.com

UK Investor Show Ltd.

WorldPensionSummit

The Institute for Private Investors

Diversified Business Communications

Canadian Hedge Watch Inc.

Morningstar, Inc.

Pages:  
Geography
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iFinix Corporation
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FactSet Research Systems Inc.
FactSet Research Systems Inc.
FactSet is a leading provider of financial information and analytics. More than 62,000 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet's desktop analytics, mobile applications, and comprehensive data feeds.
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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.
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EBITDA ($mm)
$265.90
EBIT ($mm)
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Net Income ($mm)
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Employees
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Shanghai Great Wisdom Co., Ltd.
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iFinix Corporation
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Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
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MSCI Inc.
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year
2019
rev ($mm)
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EBITDA ($mm)
$767.41
EBIT ($mm)
$709.17
Net Income ($mm)
$579.85
Employees
3266
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