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06/28/17 to 07/11/18
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By LoyaltyExpress
- buyer to watch list
- seller to watch list
closed 7/11/2018 via PR Newswire
LoyaltyExpress, acquired SoftVu LLC
synopsis: LoyaltyExpress, a portfolio company of New Capital Partners, has acquired SoftVu, a leader in creation, management, distribution and tracking of automated marketing strategies for direct-to-consumer markets in the mortgage lending industry.
buyer parent:
New Capital Partners
buyer: LoyaltyExpress
buyer: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship product, CustomerManager, combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer's customers, partners and prospects. "
target:
SoftVu LLC
SoftVu is a purpose-driven organization committed to driving client value through technology innovations, transparent results and service. SoftVu's industry-leading marketing automation platform enables the mortgage banking industry to deliver the message to the right person at the right time.
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press release
closed 1/8/2018 via PR Newswire
LoyaltyExpress, acquired Lending Manager, LLC
synopsis: LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, acquired Lending Manager, a leading point-of-sale and website creator for lenders of all sizes. Lending Manager offers point-of-sale solutions with over 75 integrations with the leading mortgage technology providers.
buyer parent:
New Capital Partners
buyer: LoyaltyExpress
buyer: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship product, CustomerManager, combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer's customers, partners and prospects. "
target:
Lending Manager, LLC
Lending Manager builds custom corporate and loan officer websites for lenders of all sizes. The Company delivers world-class flexible point-of-sale solutions with over 75 integrations with the leading mortgage technology providers.
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press release
closed 6/28/2017 via PR Newswire
New Capital Partners, acquired LoyaltyExpress
synopsis: LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, announced an investment from New Capital Partners (NCP), a private equity firm focused on financial and health care services.
buyer:
New Capital Partners
New Capital Partners is focused on building great companies by investing in high-growth businesses and partnering with management teams in the healthcare, financial services, and business services industries. New Capital Partners is headquartered in Birmingham, AL and has an office in Dallas, TX. "
target:
LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship solution, CustomerManager, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email and direct mail campaigns with a 360-degree view of a loan officer's customers.
price ($mm)
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press release
- buyer to watch list
- seller to watch list
closed 1/12/2022 via PR Newswire
Daily AI, acquired Whiteboard CRM
synopsis: Daily AI, a provider of intelligent solutions for mortgage professionals, has acquired Whiteboard CRM, a leading CRM software solution for the mortgage industry. Whiteboard provides a SaaS solution that helps loan originators close more loans, create better relationships, and increase referrals by automatically staying in touch with contacts.
buyer:
Daily AI
Daily AI is a provider of intelligent solutions for mortgage professionals. Daily AI helps mortgage professionals to close more deals, scale their operations, and increase their ROI. Their platform provides solutions for lead conversion, database marketing, compliance, and more. "
target:
Whiteboard CRM
Whiteboard CRM is a leading CRM software solution for the mortgage industry. Whiteboard provides a SaaS solution that helps loan originators close more loans, create better relationships, and increase referrals by automatically staying in touch with contacts, clients, and partners.
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press release
closed 8/26/2021 via PR Newswire
Lone Wolf Technologies, acquired Propertybase, Inc.
synopsis: Canada-based Lone Wolf Technologies has acquired Propertybase, a global real estate and mortgage software company. The acquisition rounds out Lone Wolf's end-to-end technology with websites, lead generation tools, and enterprise-class CRM, enabling the company to deliver real estate's only complete technology platform for both agents and brokers.
buyer parent:
Stone Point Capital, LLC
buyer: Lone Wolf Technologies
buyer: Lone Wolf Technologies
Based in Canada, Lone Wolf Technologies is a leader in residential real estate software. With cloud solutions for agents, brokers, franchises, and associations alike, the company provides the entire real estate industry with the tools they need to build their business and improve profits. "
target:
Propertybase, Inc.
Propertybase is the leading global real estate and mortgage software company with lead generation, award-winning websites, CRM, mortgage business growth platform and more. Over 4,500 brands trust Propertybase to deliver innovative technology that scales their businesses.
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press release
announced 5/28/2021 via PR Newswire
Black Knight, Inc., will acquire Top of Mind Networks
synopsis: Black Knight, Inc., a software, data and analytics company, will acquire Top of Mind Networks from Primus Capital, a growth-oriented private equity firm. Top of Mind is a leading CRM and marketing automation system for the mortgage industry. Their Surefire CRM solution helps mortgage professionals to maintain and deepen their connections.
buyer:
Black Knight, Inc.
(BKFS:$1,475.20)
target: Top of Mind Networks
Black Knight is a provider of integrated software, data, and analytics solutions that facilitate and automate business processes across the homeownership lifecycle. Black Knight helps clients achieve their strategic goals, realize greater success, and better serve their customers. "
target parent:
Primus
target: Top of Mind Networks
Top of Mind Networks is a leading customer relationship management (CRM) and marketing automation system for the mortgage industry. Top of Mind's Surefire CRM solution helps mortgage professionals to maintain and deepen their connections with borrowers, recruits, brokers, and real estate agents.
price ($mm)
$250
rev ($mm)
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press release
closed 7/11/2018 via PR Newswire
LoyaltyExpress, acquired SoftVu LLC
synopsis: LoyaltyExpress, a portfolio company of New Capital Partners, has acquired SoftVu, a leader in creation, management, distribution and tracking of automated marketing strategies for direct-to-consumer markets in the mortgage lending industry.
buyer parent:
New Capital Partners
buyer: LoyaltyExpress
buyer: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship product, CustomerManager, combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer's customers, partners and prospects. "
target:
SoftVu LLC
SoftVu is a purpose-driven organization committed to driving client value through technology innovations, transparent results and service. SoftVu's industry-leading marketing automation platform enables the mortgage banking industry to deliver the message to the right person at the right time.
price ($mm)
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press release
closed 6/28/2017 via PR Newswire
New Capital Partners, acquired LoyaltyExpress
synopsis: LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, announced an investment from New Capital Partners (NCP), a private equity firm focused on financial and health care services.
buyer:
New Capital Partners
New Capital Partners is focused on building great companies by investing in high-growth businesses and partnering with management teams in the healthcare, financial services, and business services industries. New Capital Partners is headquartered in Birmingham, AL and has an office in Dallas, TX. "
target:
LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship solution, CustomerManager, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email and direct mail campaigns with a 360-degree view of a loan officer's customers.
price ($mm)
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press release
closed 10/21/2020 via BNC Analysis
FiLogix Inc., acquired Doorr Inc.
synopsis: Finastra, via its Canadian mortgage business Filogix, has acquired Doorr, a provider of cloud-based point-of-sale mortgage application software used by brokers to improve the mortgage experience.
buyer parent:
Vista Equity Partners
buyer: FiLogix Inc.
buyer: FiLogix Inc.
Filogix has served as the hub of the Canadian mortgage industry for almost two decades, offering secure, reliable connectivity to brokers and lenders. It provides trusted mortgage lending products that enable the effective management of the sales process from origination through to underwriting. "
target:
Doorr Inc.
Founded in February 2018, Doorr is a cloud-based CRM and mortgage workflow technology that provides mortgage brokers and financial institutions with a single environment to manage and interact with clients and partners (e.g. realtors).
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press release
closed 5/12/2021 via PR Newswire
Lone Wolf Technologies, acquired LionDesk
synopsis: Lone Wolf Technologies has acquired two leading real estate technology companies, LionDesk and HomeSpotter. LionDesk is the developer of an intelligent CRM software that makes it easier for agents to engage with clients by consolidating several communication channels, including video, email, text, and AI-enabled lead follow-up, into one system.
buyer parent:
Stone Point Capital, LLC
buyer: Lone Wolf Technologies
buyer: Lone Wolf Technologies
Based in Canada, Lone Wolf Technologies is a leader in residential real estate software. With cloud solutions for agents, brokers, franchises, and associations alike, the company provides the entire real estate industry with the tools they need to build their business and improve profits. "
target:
LionDesk
LionDesk is the intelligent CRM (customer relationship management) platform of choice for over 165,000 real estate, mortgage and small business professionals. LionDesk leads the way in innovation with features such as video emailing, texting and an AI (artificial intelligence) lead follow up system.
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press release
announced 12/8/2021 via BusinessWire
Precisely Inc., will acquire CEDAR CX Technologies
synopsis: Precisely, the global leader in data integrity software, will acquire CEDAR CX Technologies, a SaaS Customer Communications Management (CCM) platform. CEDAR CX is reshaping the way companies do business with their customers. Their platform enables financial services businesses to improve customer experiences and build stronger relationships.
buyer parent:
Clearlake Capital Group, L.P.
buyer: Precisely Inc.
buyer: Precisely Inc.
Precisely is the global leader in data integrity, providing accuracy, consistency, and context in data for 12,000 customers in more than 100 countries. Their data integration, data quality, location intelligence, and data enrichment products power better business decisions to create better outcomes."
target:
CEDAR CX Technologies
CEDAR CX Technologies is a SaaS Customer Communications Management (CCM) platform. CEDAR CX is reshaping the way companies do business with their customers. Their platform enables financial services businesses to improve customer experiences and build stronger and longer-lasting relationships.
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press release
announced 11/30/2021 via BNC Analysis
Australian Finance Group Ltd, will acquire Fintelligence
synopsis: Australian Finance Group Ltd has announced the acquisition of a 75 per cent stake in leading asset finance aggregator, National Finance Alliance Pty Ltd, trading as Fintelligence. Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland, Australia with a national presence.
buyer:
Australian Finance Group Ltd
Australian Finance Group (AFG) was established in 1994 and has grown to become one of Australia's largest mortgage broking groups and leaders in financial solutions. AFG's Suite360 is the single stop for broker technology that provides a full suite of tools and technology that brokers need. "
target:
Fintelligence
Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland with a national presence. Fintelligence’s Ambition Cloud is a proprietary, cloud-based, customisable asset finance broker and business management platform.
price ($mm)
$37*
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press release
closed 6/25/2020 via BusinessWire
Alpine SG, acquired Homebot, Inc
synopsis: ASG, a portfolio company of Alpine Investors that buys, builds and operates vertical SaaS companies, has acquired Homebot, a mortgage lending and real estate software solution that maximizes repeat business for lenders and agents by empowering consumers to build wealth through homeownership.
buyer parent:
Alpine Investors, LP
buyer: Alpine SG
buyer: Alpine SG
ASG is a unique and fast-growing software business that buys, builds, and operates market-leading vertical Software as a Service companies. ASG believes in the power of people and data, and that sharing knowledge, expertise, and resources across its community of businesses drives exponential growth."
target:
Homebot, Inc
Homebot is a high performance client engagement tool for the mortgage and real estate industries. Eliminate customer churn and maximize conversion with an application that helps consumers build long term wealth with their home.
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press release
closed 12/16/2015 via BNC Analysis
Altech Nupay, acquired Delter IT Services
synopsis: Altron subsidiary, Altech NuPay, is extending its reach into the microfinance market with the acquisition of Delter IT Services, a microfinance software development company providing consumer management systems to credit providers.
buyer parent:
Altron
buyer: Altech Nupay
buyer: Altech Nupay
Altech NuPay is a PCI-DSS certified transaction service provider and is the leader in managed electronic payment solutions. Altech NuPay offers proven business solutions within the authenticated (terminal based, card present), non-authenticated (card not present) and web-based product space. "
target:
Delter IT Services
Delter IT Services is a micro lending software development company providing client management systems to micro lenders. Their software can be used in any size of micro lending business, from small single offices, to big groups and even in banks.
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press release
announced 10/14/2015 via Company Press Release
Ellie Mae, Inc., will acquire Mortgage Returns
synopsis: Ellie Mae, a leading provider of innovative on-demand software solutions and services for the residential mortgage industry, announced that it has signed a definitive agreement to acquire Mortgage Returns, a leader in on-demand customer relationship management (CRM), and marketing automation solutions for the mortgage industry.
buyer:
Ellie Mae, Inc.
(ELLI:$477.11)
Ellie Mae, Inc. is a provider of automation solutions for the mortgage industry. The company's offerings include the Encompass® and Encompass360® mortgage management software systems. Ellie Mae also hosts the Ellie Mae Network™. "
target:
Mortgage Returns
Mortgage Returns' web-based relationship management solution is a broad-based marketing solution that helps mortgage originators capitalize on their relationships with customers, prospects, and referral partners.
price ($mm)
$16
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press release
closed 7/11/2008 via BusinessWire
Beanstalk Networks LLC, acquired LION, Inc.
synopsis: LION, Inc. and Beanstalk Networks dba OpenClose announced the completion of the sale of substantially all of the assets of LION to OpenClose pursuant to an asset purchase agreement between Beanstalk Networks Acquisition LLC and LION dated as of May 12, 2008.
buyer:
Beanstalk Networks LLC
Beanstalk Networks LLC dba OpenClose® Solutions is a pioneer in developing software as a service (SaaS) for the mortgage industry. OpenClose develops and hosts online Web-based mortgage software designed specifically for the mortgage lender that operate wholesale, retail, and correspondent channels."
target:
LION, Inc.
LION, Inc. is a leader in online services for connecting mortgage brokers with consumers, wholesale lenders, and industry vendors. The company delivers tools that attract, capture, and service business for the broker originator team.
price ($mm)[EV]
$0.53 [($3.86)]
rev ($mm)
$4
EBITDA ($mm)
EV / rev
-1.0x
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press release
closed 4/9/2008 via PR Newswire
Mediawhiz, acquired LeadROI, Inc.
synopsis: MediaWhiz, a leading results-driven online marketing company, announced the acquisition of LeadROI's Lead Management System, which enables advertisers to better manage, optimize, and monetize their lead generation campaigns.
buyer parent:
Lake Capital
buyer: Mediawhiz
target: LeadROI, Inc.
buyer: Mediawhiz
MediaWhiz provides media planning and buying services, search engine optimization, lead generation, and affiliate marketing services. The company's Coregistrations.com network of Web sites generate leads by inducing consumers to opt-in to receive marketing messages in exchange for free offers. "
target parent:
Root Markets Inc.
target: LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
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closed 2/5/2007 via
Root Markets Inc., acquired LeadROI, Inc.
synopsis: Root Markets Inc., which operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads, announced the acquisition of LeadROI, Inc. Based in Costa-Mesa, California, LeadROI provides a fully-integrated mortgage lead and customer relationship management system.
buyer:
Root Markets Inc.
Root Markets Inc. operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads. Root Markets operates the Root Exchange, a web-based trading platform, which provides a real-time, direct link between buyers and suppliers of leads. "
target:
LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
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press release
closed 2/7/2018 via BusinessWire
QuinStreet, Inc., purchased Insurance, Mortgage and Technology Assets from Katch
synopsis: QuinStreet, one of the largest internet performance marketing and media companies in the world, has acquired the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company.
buyer:
QuinStreet, Inc.
(QNST:$502.99)
QuinStreet is one of the largest internet performance marketing and media companies in the world, and is committed to providing consumers and businesses with information on select products, services, and brands that meet their needs. "
seller:
Katch
The acquisition includes the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company that enables brands to target and bid on vertically-focused, in-market website visitors as they shop online.
price ($mm)
$14
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press release
closed 5/25/2021 via BusinessWire
Stewart Information Services Corp, acquired Cloudvirga
synopsis: Stewart Information Services Corporation, announced its acquisition of Cloudvirga, a leading fintech company powering digital mortgages, adding an industry-leading customer engagement technology platform to the Stewart family.
buyer:
Stewart Information Services Corp
(STC:$3,080.85)
Stewart is a global real estate services company, offering products and services through their direct operations, network of Stewart Trusted Providers™ and family of companies. They offer the comprehensive service, deep expertise and solutions our customers need for any real estate transaction. "
target:
Cloudvirga
Founded by industry experts in 2016, Cloudvirga is a customer engagement platform and digital origination platform that powers Lenders, Originators and Brokers while also automating back office tasks.
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press release
closed 7/16/2020 via BNC Analysis
Tink.com, acquired Instantor AB
synopsis: Stockholm-based Tink, one of the largest open banking platforms in Europe, has acquired Instantor, a provider of credit decision technology. Instantor provides income verification, know your customer and related technologies to banks and fintechs across 13 European markets.
buyer:
Tink.com
Tink is Europe’s leading open banking platform that enables banks, fintechs and startups to develop data-driven financial services. Through one API, Tink allows customers to access aggregated financial data, initiate payments, enrich transactions and build personal finance management tools. "
target:
Instantor AB
Instantor helps businesses in 3 continents to obtain consumer bank data that is easy to analyse. 200 customers in Europe, Asia and South America use this data to enhance their credit decisions. It helps them to verify an individual’s identity, income and expenses, in real-time.
price ($mm)
rev ($mm)
$15
EBITDA ($mm)
EV / rev
0.0x
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press release
closed 3/1/2022 via GlobeNewswire
Aquila Software, acquired Tekambi
synopsis: Aquila announced the acquisition of Tekambi, a fintech provider offering underwriting and decisioning software solutions in the consumer lending industry. Established in 2018, Tekambi is a customer-focused online lead management system for alternative credit lenders.
buyer parent:
Constellation Software, Inc.
buyer: Aquila Software
buyer: Aquila Software
Aquila backs category leaders across software. With global institutional reach throughout media, finance, government, real estate and education, Aquila exists to help software operators build lasting companies through permanent capital. "
target:
Tekambi
Established in 2018, Tekambi is a customer-focused online lead management system for alternative credit lenders. With reliability and flexibility at its core, Tekambi is a robust plug-and-play solution that changes the way lenders manage their marketing campaigns and lead filtering process.
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press release
closed 11/26/2019 via BNC Analysis
AutoProtect, acquired DealTrak Ltd
synopsis: AutoProtect, a company that provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK, has acquired DealTrak, a UK platform that brings Finance and Insurance transactions to life.
buyer:
AutoProtect
target: DealTrak Ltd
AutoProtect provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK. After a consultation, AutoProtect creates customized business development programs. From sales training to smooth integration with full FCA-compliance, AutoProtect assists at every stage. "
target parent:
CV6 Limited
target: DealTrak Ltd
Headquartered in the UK, DealTrak platform brings Finance and Insurance transactions to life. They are committed to increasing efficiencies for everyone involved, allowing them to focus on creating a positive experience for their customers and ultimately sell more finance and insurance products.
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press release
Pages:
- buyer to watch list
- seller to watch list
closed 1/12/2022 via PR Newswire
Daily AI, acquired Whiteboard CRM
synopsis: Daily AI, a provider of intelligent solutions for mortgage professionals, has acquired Whiteboard CRM, a leading CRM software solution for the mortgage industry. Whiteboard provides a SaaS solution that helps loan originators close more loans, create better relationships, and increase referrals by automatically staying in touch with contacts.
buyer:
Daily AI
Daily AI is a provider of intelligent solutions for mortgage professionals. Daily AI helps mortgage professionals to close more deals, scale their operations, and increase their ROI. Their platform provides solutions for lead conversion, database marketing, compliance, and more. "
target:
Whiteboard CRM
Whiteboard CRM is a leading CRM software solution for the mortgage industry. Whiteboard provides a SaaS solution that helps loan originators close more loans, create better relationships, and increase referrals by automatically staying in touch with contacts, clients, and partners.
price ($mm)
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press release
closed 8/26/2021 via PR Newswire
Lone Wolf Technologies, acquired Propertybase, Inc.
synopsis: Canada-based Lone Wolf Technologies has acquired Propertybase, a global real estate and mortgage software company. The acquisition rounds out Lone Wolf's end-to-end technology with websites, lead generation tools, and enterprise-class CRM, enabling the company to deliver real estate's only complete technology platform for both agents and brokers.
buyer parent:
Stone Point Capital, LLC
buyer: Lone Wolf Technologies
buyer: Lone Wolf Technologies
Based in Canada, Lone Wolf Technologies is a leader in residential real estate software. With cloud solutions for agents, brokers, franchises, and associations alike, the company provides the entire real estate industry with the tools they need to build their business and improve profits. "
target:
Propertybase, Inc.
Propertybase is the leading global real estate and mortgage software company with lead generation, award-winning websites, CRM, mortgage business growth platform and more. Over 4,500 brands trust Propertybase to deliver innovative technology that scales their businesses.
price ($mm)
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press release
announced 5/28/2021 via PR Newswire
Black Knight, Inc., will acquire Top of Mind Networks
synopsis: Black Knight, Inc., a software, data and analytics company, will acquire Top of Mind Networks from Primus Capital, a growth-oriented private equity firm. Top of Mind is a leading CRM and marketing automation system for the mortgage industry. Their Surefire CRM solution helps mortgage professionals to maintain and deepen their connections.
buyer:
Black Knight, Inc.
(BKFS:$1,475.20)
target: Top of Mind Networks
Black Knight is a provider of integrated software, data, and analytics solutions that facilitate and automate business processes across the homeownership lifecycle. Black Knight helps clients achieve their strategic goals, realize greater success, and better serve their customers. "
target parent:
Primus
target: Top of Mind Networks
Top of Mind Networks is a leading customer relationship management (CRM) and marketing automation system for the mortgage industry. Top of Mind's Surefire CRM solution helps mortgage professionals to maintain and deepen their connections with borrowers, recruits, brokers, and real estate agents.
price ($mm)
$250
rev ($mm)
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press release
closed 7/11/2018 via PR Newswire
LoyaltyExpress, acquired SoftVu LLC
synopsis: LoyaltyExpress, a portfolio company of New Capital Partners, has acquired SoftVu, a leader in creation, management, distribution and tracking of automated marketing strategies for direct-to-consumer markets in the mortgage lending industry.
buyer parent:
New Capital Partners
buyer: LoyaltyExpress
buyer: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship product, CustomerManager, combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer's customers, partners and prospects. "
target:
SoftVu LLC
SoftVu is a purpose-driven organization committed to driving client value through technology innovations, transparent results and service. SoftVu's industry-leading marketing automation platform enables the mortgage banking industry to deliver the message to the right person at the right time.
price ($mm)
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press release
closed 6/28/2017 via PR Newswire
New Capital Partners, acquired LoyaltyExpress
synopsis: LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, announced an investment from New Capital Partners (NCP), a private equity firm focused on financial and health care services.
buyer:
New Capital Partners
New Capital Partners is focused on building great companies by investing in high-growth businesses and partnering with management teams in the healthcare, financial services, and business services industries. New Capital Partners is headquartered in Birmingham, AL and has an office in Dallas, TX. "
target:
LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship solution, CustomerManager, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email and direct mail campaigns with a 360-degree view of a loan officer's customers.
price ($mm)
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press release
closed 10/21/2020 via BNC Analysis
FiLogix Inc., acquired Doorr Inc.
synopsis: Finastra, via its Canadian mortgage business Filogix, has acquired Doorr, a provider of cloud-based point-of-sale mortgage application software used by brokers to improve the mortgage experience.
buyer parent:
Vista Equity Partners
buyer: FiLogix Inc.
buyer: FiLogix Inc.
Filogix has served as the hub of the Canadian mortgage industry for almost two decades, offering secure, reliable connectivity to brokers and lenders. It provides trusted mortgage lending products that enable the effective management of the sales process from origination through to underwriting. "
target:
Doorr Inc.
Founded in February 2018, Doorr is a cloud-based CRM and mortgage workflow technology that provides mortgage brokers and financial institutions with a single environment to manage and interact with clients and partners (e.g. realtors).
price ($mm)
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press release
closed 5/12/2021 via PR Newswire
Lone Wolf Technologies, acquired LionDesk
synopsis: Lone Wolf Technologies has acquired two leading real estate technology companies, LionDesk and HomeSpotter. LionDesk is the developer of an intelligent CRM software that makes it easier for agents to engage with clients by consolidating several communication channels, including video, email, text, and AI-enabled lead follow-up, into one system.
buyer parent:
Stone Point Capital, LLC
buyer: Lone Wolf Technologies
buyer: Lone Wolf Technologies
Based in Canada, Lone Wolf Technologies is a leader in residential real estate software. With cloud solutions for agents, brokers, franchises, and associations alike, the company provides the entire real estate industry with the tools they need to build their business and improve profits. "
target:
LionDesk
LionDesk is the intelligent CRM (customer relationship management) platform of choice for over 165,000 real estate, mortgage and small business professionals. LionDesk leads the way in innovation with features such as video emailing, texting and an AI (artificial intelligence) lead follow up system.
price ($mm)
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press release
announced 12/8/2021 via BusinessWire
Precisely Inc., will acquire CEDAR CX Technologies
synopsis: Precisely, the global leader in data integrity software, will acquire CEDAR CX Technologies, a SaaS Customer Communications Management (CCM) platform. CEDAR CX is reshaping the way companies do business with their customers. Their platform enables financial services businesses to improve customer experiences and build stronger relationships.
buyer parent:
Clearlake Capital Group, L.P.
buyer: Precisely Inc.
buyer: Precisely Inc.
Precisely is the global leader in data integrity, providing accuracy, consistency, and context in data for 12,000 customers in more than 100 countries. Their data integration, data quality, location intelligence, and data enrichment products power better business decisions to create better outcomes."
target:
CEDAR CX Technologies
CEDAR CX Technologies is a SaaS Customer Communications Management (CCM) platform. CEDAR CX is reshaping the way companies do business with their customers. Their platform enables financial services businesses to improve customer experiences and build stronger and longer-lasting relationships.
price ($mm)
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press release
announced 11/30/2021 via BNC Analysis
Australian Finance Group Ltd, will acquire Fintelligence
synopsis: Australian Finance Group Ltd has announced the acquisition of a 75 per cent stake in leading asset finance aggregator, National Finance Alliance Pty Ltd, trading as Fintelligence. Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland, Australia with a national presence.
buyer:
Australian Finance Group Ltd
Australian Finance Group (AFG) was established in 1994 and has grown to become one of Australia's largest mortgage broking groups and leaders in financial solutions. AFG's Suite360 is the single stop for broker technology that provides a full suite of tools and technology that brokers need. "
target:
Fintelligence
Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland with a national presence. Fintelligence’s Ambition Cloud is a proprietary, cloud-based, customisable asset finance broker and business management platform.
price ($mm)
$37*
rev ($mm)
EBITDA ($mm)
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press release
closed 6/25/2020 via BusinessWire
Alpine SG, acquired Homebot, Inc
synopsis: ASG, a portfolio company of Alpine Investors that buys, builds and operates vertical SaaS companies, has acquired Homebot, a mortgage lending and real estate software solution that maximizes repeat business for lenders and agents by empowering consumers to build wealth through homeownership.
buyer parent:
Alpine Investors, LP
buyer: Alpine SG
buyer: Alpine SG
ASG is a unique and fast-growing software business that buys, builds, and operates market-leading vertical Software as a Service companies. ASG believes in the power of people and data, and that sharing knowledge, expertise, and resources across its community of businesses drives exponential growth."
target:
Homebot, Inc
Homebot is a high performance client engagement tool for the mortgage and real estate industries. Eliminate customer churn and maximize conversion with an application that helps consumers build long term wealth with their home.
price ($mm)
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press release
closed 12/16/2015 via BNC Analysis
Altech Nupay, acquired Delter IT Services
synopsis: Altron subsidiary, Altech NuPay, is extending its reach into the microfinance market with the acquisition of Delter IT Services, a microfinance software development company providing consumer management systems to credit providers.
buyer parent:
Altron
buyer: Altech Nupay
buyer: Altech Nupay
Altech NuPay is a PCI-DSS certified transaction service provider and is the leader in managed electronic payment solutions. Altech NuPay offers proven business solutions within the authenticated (terminal based, card present), non-authenticated (card not present) and web-based product space. "
target:
Delter IT Services
Delter IT Services is a micro lending software development company providing client management systems to micro lenders. Their software can be used in any size of micro lending business, from small single offices, to big groups and even in banks.
price ($mm)
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press release
announced 10/14/2015 via Company Press Release
Ellie Mae, Inc., will acquire Mortgage Returns
synopsis: Ellie Mae, a leading provider of innovative on-demand software solutions and services for the residential mortgage industry, announced that it has signed a definitive agreement to acquire Mortgage Returns, a leader in on-demand customer relationship management (CRM), and marketing automation solutions for the mortgage industry.
buyer:
Ellie Mae, Inc.
(ELLI:$477.11)
Ellie Mae, Inc. is a provider of automation solutions for the mortgage industry. The company's offerings include the Encompass® and Encompass360® mortgage management software systems. Ellie Mae also hosts the Ellie Mae Network™. "
target:
Mortgage Returns
Mortgage Returns' web-based relationship management solution is a broad-based marketing solution that helps mortgage originators capitalize on their relationships with customers, prospects, and referral partners.
price ($mm)
$16
rev ($mm)
EBITDA ($mm)
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press release
closed 7/11/2008 via BusinessWire
Beanstalk Networks LLC, acquired LION, Inc.
synopsis: LION, Inc. and Beanstalk Networks dba OpenClose announced the completion of the sale of substantially all of the assets of LION to OpenClose pursuant to an asset purchase agreement between Beanstalk Networks Acquisition LLC and LION dated as of May 12, 2008.
buyer:
Beanstalk Networks LLC
Beanstalk Networks LLC dba OpenClose® Solutions is a pioneer in developing software as a service (SaaS) for the mortgage industry. OpenClose develops and hosts online Web-based mortgage software designed specifically for the mortgage lender that operate wholesale, retail, and correspondent channels."
target:
LION, Inc.
LION, Inc. is a leader in online services for connecting mortgage brokers with consumers, wholesale lenders, and industry vendors. The company delivers tools that attract, capture, and service business for the broker originator team.
price ($mm)[EV]
$0.53 [($3.86)]
rev ($mm)
$4
EBITDA ($mm)
EV / rev
-1.0x
EV / EBITDA
share
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press release
closed 4/9/2008 via PR Newswire
Mediawhiz, acquired LeadROI, Inc.
synopsis: MediaWhiz, a leading results-driven online marketing company, announced the acquisition of LeadROI's Lead Management System, which enables advertisers to better manage, optimize, and monetize their lead generation campaigns.
buyer parent:
Lake Capital
buyer: Mediawhiz
target: LeadROI, Inc.
buyer: Mediawhiz
MediaWhiz provides media planning and buying services, search engine optimization, lead generation, and affiliate marketing services. The company's Coregistrations.com network of Web sites generate leads by inducing consumers to opt-in to receive marketing messages in exchange for free offers. "
target parent:
Root Markets Inc.
target: LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
price ($mm)
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EBITDA ($mm)
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press release
closed 2/5/2007 via
Root Markets Inc., acquired LeadROI, Inc.
synopsis: Root Markets Inc., which operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads, announced the acquisition of LeadROI, Inc. Based in Costa-Mesa, California, LeadROI provides a fully-integrated mortgage lead and customer relationship management system.
buyer:
Root Markets Inc.
Root Markets Inc. operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads. Root Markets operates the Root Exchange, a web-based trading platform, which provides a real-time, direct link between buyers and suppliers of leads. "
target:
LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
price ($mm)
rev ($mm)
EBITDA ($mm)
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share
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press release
closed 2/7/2018 via BusinessWire
QuinStreet, Inc., purchased Insurance, Mortgage and Technology Assets from Katch
synopsis: QuinStreet, one of the largest internet performance marketing and media companies in the world, has acquired the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company.
buyer:
QuinStreet, Inc.
(QNST:$502.99)
QuinStreet is one of the largest internet performance marketing and media companies in the world, and is committed to providing consumers and businesses with information on select products, services, and brands that meet their needs. "
seller:
Katch
The acquisition includes the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company that enables brands to target and bid on vertically-focused, in-market website visitors as they shop online.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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press release
closed 5/25/2021 via BusinessWire
Stewart Information Services Corp, acquired Cloudvirga
synopsis: Stewart Information Services Corporation, announced its acquisition of Cloudvirga, a leading fintech company powering digital mortgages, adding an industry-leading customer engagement technology platform to the Stewart family.
buyer:
Stewart Information Services Corp
(STC:$3,080.85)
Stewart is a global real estate services company, offering products and services through their direct operations, network of Stewart Trusted Providers™ and family of companies. They offer the comprehensive service, deep expertise and solutions our customers need for any real estate transaction. "
target:
Cloudvirga
Founded by industry experts in 2016, Cloudvirga is a customer engagement platform and digital origination platform that powers Lenders, Originators and Brokers while also automating back office tasks.
price ($mm)
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EBITDA ($mm)
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press release
closed 7/16/2020 via BNC Analysis
Tink.com, acquired Instantor AB
synopsis: Stockholm-based Tink, one of the largest open banking platforms in Europe, has acquired Instantor, a provider of credit decision technology. Instantor provides income verification, know your customer and related technologies to banks and fintechs across 13 European markets.
buyer:
Tink.com
Tink is Europe’s leading open banking platform that enables banks, fintechs and startups to develop data-driven financial services. Through one API, Tink allows customers to access aggregated financial data, initiate payments, enrich transactions and build personal finance management tools. "
target:
Instantor AB
Instantor helps businesses in 3 continents to obtain consumer bank data that is easy to analyse. 200 customers in Europe, Asia and South America use this data to enhance their credit decisions. It helps them to verify an individual’s identity, income and expenses, in real-time.
price ($mm)
rev ($mm)
$15
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
share
watch
bookmark
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press release
closed 3/1/2022 via GlobeNewswire
Aquila Software, acquired Tekambi
synopsis: Aquila announced the acquisition of Tekambi, a fintech provider offering underwriting and decisioning software solutions in the consumer lending industry. Established in 2018, Tekambi is a customer-focused online lead management system for alternative credit lenders.
buyer parent:
Constellation Software, Inc.
buyer: Aquila Software
buyer: Aquila Software
Aquila backs category leaders across software. With global institutional reach throughout media, finance, government, real estate and education, Aquila exists to help software operators build lasting companies through permanent capital. "
target:
Tekambi
Established in 2018, Tekambi is a customer-focused online lead management system for alternative credit lenders. With reliability and flexibility at its core, Tekambi is a robust plug-and-play solution that changes the way lenders manage their marketing campaigns and lead filtering process.
price ($mm)
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press release
closed 11/26/2019 via BNC Analysis
AutoProtect, acquired DealTrak Ltd
synopsis: AutoProtect, a company that provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK, has acquired DealTrak, a UK platform that brings Finance and Insurance transactions to life.
buyer:
AutoProtect
target: DealTrak Ltd
AutoProtect provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK. After a consultation, AutoProtect creates customized business development programs. From sales training to smooth integration with full FCA-compliance, AutoProtect assists at every stage. "
target parent:
CV6 Limited
target: DealTrak Ltd
Headquartered in the UK, DealTrak platform brings Finance and Insurance transactions to life. They are committed to increasing efficiencies for everyone involved, allowing them to focus on creating a positive experience for their customers and ultimately sell more finance and insurance products.
price ($mm)
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press release
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Geography
Matching Companies
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Cardlytics, Inc.
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35
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$32.28
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$0.98
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141
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